Among the top 15 car companies in january in the wholesale sales of new energy passenger cars released by the Association of Passenger Vehicles, traditional brands occupied 9 seats, with a total sales volume of more than 230,000 units, an increase of 121.7% year-on-year; The market share is also close to 60%, reaching 55.8%. It is not difficult to see that although the new forces are in the limelight, traditional brands still have an advantage in the new energy track.
Among the 9 traditional brands, 8 are independent brands, and 7 have sold more than 10,000 vehicles in January; Among them, BYD continues to hold the top spot in the new energy vehicle market with sales of more than 90,000 vehicles. In terms of joint ventures, only 1 SAIC Volkswagen was included in the list, but it increased by nearly 6 times year-on-year, making it the fastest growing brand in the list.
After the domestic new energy vehicle market ushered in the outbreak last year, it continued to maintain a high growth trend in the first month of this year. According to the data of the Association of Passenger Vehicles, the wholesale sales of new energy passenger vehicles reached 412,000 units in January, an increase of 141.4% year-on-year; The penetration rate was as high as 19.0%, an increase of 10.6 percentage points over the same period last year.
In particular, the new car-making brands, on the first day of the first month of the lunar year of the tiger (February 1), have announced their good results and announced that they have won the "opening red". In the past year, the monthly delivery volume of the head new force brand has collectively exceeded 10,000, and the annual sales volume is approaching the mark of 100,000 vehicles. So, in the context of the outbreak of the new energy vehicle market and the shift from policy-driven to market-driven, what kind of performance does the new energy sector of traditional automobile brands have?
Among the top 15 (TOP15) car companies in january for wholesale sales of new energy passenger cars released by the Association of Passenger Vehicles, traditional brands occupied 9 seats, with total sales of more than 230,000 units, an increase of 121.7% year-on-year; The market share is also close to 60%, reaching 55.8%. It is not difficult to see that although the new forces are in the limelight, traditional brands still have an advantage in the new energy track.
Among these 9 traditional brands, 7 of them sold more than 10,000 vehicles in January, of which BYD ranked first in the overall new energy vehicle market with monthly sales of more than 90,000 vehicles. Over the years, BYD has continued to cultivate the field of new energy, and has won the crown of the domestic new energy vehicle market for 9 consecutive years under the pure electric and plug-in hybrid two-wheel drive.
This year, BYD will hit the sales target of 1.2 million vehicles, and will continue to enrich its new energy product matrix through the "Dynasty Family" + "Ocean Network" dual-vehicle tactics. On February 19, BYD e platform 3.0's first A-class tide running SUV - yuan PLUS was officially launched. Subsequently, seals, seagulls, sea lions, and destroyer 05 and other marine models will also be introduced to the market.
In addition, SAIC-GM-Wuling, relying on the excellent performance of Hongguang MINIEV in the A00-class new energy vehicle market, also achieved sales of 40,000 units in January; As a result, by forming the first echelon of the traditional brand new energy sector with BYD, they jointly formed a pinch on Tesla, which sold nearly 60,000 vehicles in January. However, SAIC-GM-Wuling and SAIC Passenger Vehicle, which is also SAIC,VIEV, have only a single-digit year-on-year growth rate, which is particularly eye-catching in the new energy vehicle market that generally doubles.
In the next second echelon, Chery, Geely, GAC Aegean, SAIC Passenger Vehicles, Great Wall Motors and other new energy sales in January were more than 13,000 units. Among them, Chery is close to 20,000 vehicles, an increase of nearly 2 times year-on-year, especially the Performance of Chery QQ Ice Cream, which was launched in December last year, performed amazingly. According to the data, in January this year, the second month of THE LAUNCH OF QQ ice cream, its sales reached 9984 vehicles. Some analysts believe that while resurrecting the classic model QQ, the new car is expected to become a strong opponent of Wuling Hongguang MINIEV and promote chery's new energy development as a whole.
At the same time, Geely's new energy sector performed well, with sales in January increasing by 5 times year-on-year to 17,036 units. Among them, Geely's geometric vehicles contributed 10,229 vehicles, up 391% year-on-year. At the same time, Extreme Krypton also delivered 3530 new cars in January; Up to now, the cumulative delivery volume of ZEEKR 001 has exceeded 10,000 units.
It is worth noting that among the 9 traditional brands of the new energy passenger car TOP15, 8 are independent brands, which are in an absolute market dominance. The data of the Association also shows that in January, the penetration rate of independent brand new energy vehicles reached 32.0%; The penetration rate of mainstream joint venture brand new energy vehicles is only 2.7%.
In this regard, Cui Dongshu, secretary general of the Association, said that in January, the new energy passenger car market diversified, and BYD's pure electricity and plug-and-mix dual drives consolidated the leading position of its own brand new energy; At the same time, the traditional car companies represented by the SHANGHAI Automobile and GUANGZHOU AUTOMOBILE Group have performed relatively prominently in the new energy sector.
In terms of joint ventures, only SAIC Volkswagen entered the TOP15 list. Last year, the Volkswagen ID. family of five models have been listed, although sales are less than expected, but its climbing speed is obvious to all, showing the determination and strength of Volkswagen's electrification transformation. Among them, SAIC Volkswagen ID models reached 3 models, including ID.6 X, ID.4 X and ID.3; Up to now, the cumulative sales volume of the SAIC Volkswagen ID. family has reached nearly 40,000 units.
For this year's new energy vehicle market, the industry is generally full of confidence, and the federation expects annual sales to reach 5.5 million units. However, the "lack of core", the high price of raw materials, and the decline of new energy subsidies will still have continuous pressure on the new energy vehicle market. Since the end of last year, car companies have also set off a wave of price increases, according to incomplete statistics, there are currently 16 car companies announced price increases for some of their models, the increase in 1000 yuan - 21088 yuan range.
"The market price of new energy vehicles is not expected to rise significantly, and car companies should have the ability to resolve the pressure and continue to maintain the rapid growth of new energy vehicles in 2022." Cui Dongshu said, "From the perspective of market feedback, users also have a certain degree of consensus and expectations for the price changes after the decline of new energy subsidies. ”
This undoubtedly also shows that the degree of marketization of the new energy vehicle market is deepening, and at the same time indicates that market competition will become more intense. In the future, what kind of excitement will be staged by traditional car companies in the field of new energy and new power brands? Can independent brands continue to strengthen their leading edges, and can joint venture brands come first? It is undoubtedly worth paying attention to. (China Economic Network reporter Guo Tao)