【EV Vision Report】How many New Energy Passenger Car Terminals Will Sell To C In 2021? Where did they all go? What brand models are the most popular? On February 19, the Intelligent Electric Vehicle Special Committee of the China Electronics Chamber of Commerce released the "2021 New Energy Passenger Vehicle Terminal Sales And Sales Data", showing that the annual sales of pure electric passenger car terminals reached 2.3611 million units, accounting for 11.37%, becoming an important "increment" in the mainland automobile market, but the C-end still presents the characteristics of "key areas, key groups, key models, and large demands are difficult to meet".
Dr. Wang Wulin, vice chairman and secretary general of the Intelligent Electric Vehicle Special Committee of the China Electronic Chamber of Commerce, focused on the interpretation of the terminal data related to pure electric passenger cars, he said that 2021 has become the first year of the marketization of pure electric passenger cars in the mainland, and the total sales of passenger cars have shown a slight increase trend, with 5.4234 million units in the first quarter, 5.0363 million units in the second quarter, 4.7606 million vehicles in the third quarter, 5.5472 million units in the fourth quarter, and 20.7676 million units in the whole year, an increase of 4 percentage points over last year.
Terminal sales of pure electric passenger cars showed an upward trend, with 359,700 units in the first quarter, 463,000 units in the second quarter, 607,900 units in the third quarter, 930,500 units in the fourth quarter, and 2,361,100 units in the whole year of 2021.
The proportion of sales gradually increased, accounting for 6.63% of passenger car sales in the first quarter, 9.19% in the second quarter, 12.77% in the third quarter, 16.77% in the fourth quarter, and 11.37% in the whole year. This confirms the judgment of the special committee at the beginning of the year that the new energy "marketization first year" is determined.
Judging from the sales data of regional terminals and key cities, the proportion of the four regions of East China, South China, Central China and North China reached 87.58% in the whole year. East China accounts for far ahead, South China second, Central China and North China alternate between the third and fourth, the sales volume of these four regions accounts for more than 80% of the national sales, and the proportion of the four regions of East China, South China, Central China and North China reaches 87.58% in the whole year.
The proportion of new energy vehicle sales in East China has been fluctuating around 40%, and the proportion of total passenger car sales in the region has basically remained at the level of 34%, which has a certain "benchmarking" significance: under the initial stage of automobile society in the mainland, the proportion of automobile passenger cars in East China is stable to a certain extent, indicating that the market-oriented distribution pattern of the mainland automobile market is basically formed, and this pattern may last for a long time. If it is normalized, when the proportion of new energy passenger cars in the country's total new energy sales is close to this figure, it may herald the arrival of a real era of new energy vehicles.
The annual sales of new energy passenger cars in 13 cities accounted for 40% of the national New Year energy passenger car sales. From the terminal sales data of these cities, Shanghai, Shenzhen, Beijing and Guangzhou are in the first echelon, Tianjin, Zhengzhou, Suzhou and Chengdu are in the second echelon, and the third echelon includes Qingdao, Wuhan, Xi'an, Dongguan and Chongqing. The overall data of these 13 key cities shows that the current sales pattern of new energy vehicles in mainland China is still dominated by key cities. Although there is an impact of urban purchase restrictions, how to extend to fourth- and fifth-tier cities and rural areas is an urgent problem to be faced. Achieving balanced development in many parts of the country has a guiding role in the development of the market.
The national To C-end new energy vehicle sales data show that the annual pure electric sales data accounted for 70%, and the New Energy Passenger Vehicle To C data accounted for more than 87.86%. New energy passenger cars have entered a market-driven environment, and demand competition has begun, but the C-end is still in the characteristics of "key areas, key groups, key models, and large demands that are difficult to meet".
The above auto-GM-Wuling as the representative of the low-end pure electric passenger car and Tesla as the representative of the high-end market is still a clear dumbbell structure, due to the mainstream family users have multi-functional needs, cost-effective and rich configuration and other harsh demand characteristics, the current 15-20 million market penetration rate is only 6%, compared to other market penetration rate is slower, this market structure urgently needs to be transformed, the main reason is that the current pure electric passenger car on the market can not better meet the needs of consumers, the future space can be expected, To provide opportunities for those who have already entered the ring and are about to enter, intelligence is the accelerator and catalyst for market growth.
In 2022, the terminal sales of pure electric passenger cars are expected to be about 2.8 million units, accounting for more than 15%. In 2022, it will still be a group of heroes, and independent brands will be strong in the broad market. Large-scale OEMs with cross-border connotations and technology-led influence in the world will be produced in China in the next 5 years.