Looking at the traditional fuel vehicle market, the price range of 100,000 to 200,000 has always been the highest number of ownership, and the hot-selling models of Toyota, Volkswagen and other brands are concentrated in this range. Nowadays, with the improvement of consumer awareness and recognition of new energy vehicles, the market heat of related models in the range of 100,000-200,000 is gradually heating up. According to the data of The Gaz Automobile Research Institute, 102,595 new energy terminals sold 102,595 vehicles in January 2022, an increase of 121% year-on-year.
However, from the perspective of the overall structure of new energy vehicles, the two-stage differentiation is more obvious, the high-end and low-end models occupy a large share, and the market presents a "dumbbell type" pattern. This is similar to before the outbreak of fuel vehicles a decade ago, and mini cars and mid-level cars represented by the A00 class accounted for a large proportion in the early stage of the automobile market. When it enters the popularization period, the market ownership of 100,000-200,000 yuan increases rapidly. Therefore, many people in the industry believe that when smart electric vehicles enter the popularization period after passing the early adopter period, the pattern will evolve from "dumbbell type" to "spindle shape", and the waist market is expected to become a new blue ocean of new energy vehicle competition.
To this end, many domestic car companies are increasing the layout of related models. So, which models on sale are currently the most popular in the market? Recently, according to the january auto terminal sales carding, the Gaz Automotive Research Institute found that many of BYD's models have achieved outstanding results, ranking in the top three in the field of 100,000-200,000 models. Euler and GAC Aegean, Xiaopeng Automobile and other related models have also won a certain degree of market recognition.
DM-i plug and mix blessing, BYD Qin PLUS and Song PLUS have become blockbusters
Up to now, pure electric vehicles still cannot completely solve the problem of "range anxiety". In this case, BYD's DM-i super hybrid system turned out to be a success. It not only satisfies consumers' desire for new energy vehicles, but also allows them to obtain a lower cost short-distance travel experience.
The first model equipped with this technology is the Qin PLUS DM-i, which was named by BYD as a "fuel car disruptor" when it was first launched. In terms of power system, Qin PLUS DM-i has a strong pure electric endurance, and its high-end version has a maximum pure electric mileage of 120km. In terms of fuel economy, even in the state of power loss, the fuel consumption of Qin PLUS DM-i per 100 kilometers can be as low as 3.8L. In terms of price, the pricing of Qin PLUS DM-i has also completely subverted the user's price perception of plug-in and mixed models, and the current guidance price after subsidies is only 108,800-17.48 million yuan, which is a significant reduction in the purchase threshold for consumers. Since its launch in March 2021, the car has continued to sell well, and in January it lived up to expectations, with terminal sales reaching 17,721 units.
BYD Qin PLUS DM-i (Image source: BYD)
In addition to qin PLUS DM-i, Song PLUS equipped with DM-i super hybrid technology has also been successful in the market, with terminal sales of 14,344 units in January. Song PLUS DM-i is currently priced at 14.98-20.28 million yuan after subsidies, with two versions with a pure electric endurance of 51km or 110km, of which the 51KM version has a low power loss fuel consumption of 4.4L/100 km, and the ultra-low fuel consumption can be used as a fuel vehicle; the 110KM version with a battery capacity of 18.3kWh is more suitable for use as a pure electric vehicle.
BYD Song PLUS (Image source: BYD)
At present, DM-i super hybrid technology is also used in the Tang, Yuan, han families, of which the Tang DM-i model has been listed in April 2021, the current minimum price of 192,800 yuan; the yuan PLUS is also listed in February this year, priced at 131,800-15.98 million yuan; Han DM-i model is expected to debut in March.
Super cute pet, Euler good cat captures the "woman's heart"
Euler Good Cat is the third model named "cat" after the black cat and white cat of the Euler brand, and is currently priced at 103,900-14.39 million yuan after subsidies.
The new car is retro and cute in shape and fashionable, and has a variety of body colors to choose from, which is loved by female consumers. It is understood that among the owners of Euler Good Cat, more than 70% are women, distributed in Beijing, Shanghai, Hangzhou and other first-tier and new first-tier cities.
Euler Good Cat (Image source: Great Wall Euler)
According to the data, the sales volume of Euler Good Cat has been rising since its listing in November 2020, and it will exceed 10,000 units in December 2021. However, judging from the terminal sales in January this year, the performance has declined, reaching 6558 vehicles. This may be related to the previous negative information of "simple matching of car and machine chips", at the same time, the lack of core and less electricity is also a barrier affecting the sales of Euler's good cats. Recently, Euler issued an announcement that black cat and white cat models were suspended from receiving orders. However, overall, Euler's later sales are still worth looking forward to.
GAC Aeon power, AION S and AION Y performed well
GAC Aeon has been announcing its brand independence for more than a year since the 2020 Guangzhou Auto Show announced its independence, and has grown into a popular brand of GAC Group. According to the data, GAC Aeon's cumulative terminal sales in 2021 reached 123,660 vehicles, up 119% year-on-year. Among them, AION S and AION Y are the main contributors.
AION S went public in April 2019 with a strong response, receiving more than 30,000 orders in the pre-sale phase before the launch. AION S is currently priced at 139,800-179,800 yuan, and in 2021, GAC AION S Plus will be listed, with a post-subsidy guidance price of 139,600 to 172,600 yuan. Overall, AION S sales grew steadily, reaching 4,507 units in January this year.
GAC Aion AION S (Image source: GAC Aion)
AION Y was launched in November 2021, launching a total of 7 models with a range of 410km, 500km and 600km, with a subsidy guide price of 109,600 yuan to 157,600 yuan. The delivery of the new car began in January 2022, and the terminal sales of 4793 units are already good.
GAC Aion AION Y (Source: GAC Aion)
This year, GAC Ae-AN will continue to expand its production capacity, and the second plant under construction is scheduled to be completed and put into operation in December, when GAC Ae-AN will have an annual production capacity of 400,000 units, preparing for the addition of its subsequent models.
With the "high intelligence" circle powder, Xiaopeng G3 and P5 grew steadily
Among the new car-making forces, Xiaopeng Automobile has been relatively stable, ranking first in 2021 with 98,155 units delivered. Behind the eye-catching achievements, it is inseparable from the high intelligence, security and other attributes of its products. At present, there are three models on sale of Xiaopeng Automobile, two of which are priced between 100,000 and 200,000, which are Xiaopeng G3 and P5.
The Xiaopeng G3 was listed on December 12, 2018 and is currently priced at 154,600-19.32 million yuan. It is worth mentioning that from the listing to the 100 millionth vehicle off the production line, the Xiaopeng G3 only lasted 188 days. Since then, Xiaopeng Automobile has continuously upgraded the G3 and successively launched the Xiaopeng G3 2020 model and the Xiaopeng G3i. Among them, the Xiaopeng G3 2020 is equipped with the new version of the XPILOT automatic driving assistance system, with a number of new features to take the lead in opening the L2.5 level of automatic driving assistance era, the new Xiaopeng G3i has the same level of leading XPILOT 2.5 automatic driving assistance system. Since its listing, Xiaopeng G3 performance has been relatively stable, but there is no big surprise, since 2021, terminal sales have been about 2,000 vehicles, only in November last year more than 5,000 vehicles. In January this year, the terminal sales were 2,300 units.
Xiaopeng G3i (Image source: Xiaopeng Automobile)
The Compact Sedan Xiaopeng P5 was launched in September 2021 and sold for 157,900-223,900 yuan after subsidies. It is worth noting that the Xiaopeng P5 is equipped with lidar for the first time. Specifically, Xiaopeng's customized vehicle-grade lidar includes 2 lidar, 5 millimeter-wave radar, 12 ultrasonic sensors, 13 high-definition cameras, a total of 32 sensors, plus 1 set of high-precision positioning units, integrating vision, radar and advanced driver assistance maps for environmental perception, comprehensively improving the detection capabilities of pedestrians, static obstacles, and small objects, achieving the highest centimeter-level ranging accuracy, and more suitable for China's complex road conditions. Since its listing, Xiaopeng P5 sales have gradually increased, with terminal sales exceeding 5,000 vehicles in December last year. In January this year, it fell back to 3989 units.
Xiaopeng P5 (Image source: Xiaopeng Automobile)
In general, although the layout of Xiaopeng Automobile in the 10-20 range is relatively early, there is still some room for improvement in sales. Relatively speaking, the Xiaopeng P7, priced at 229,900 yuan to 349,900 yuan, has a strong development momentum and has become the core driving force for Xiaopeng Automobile to maintain industry leadership.
Sales of volkswagen ID series have climbed, and ID.4 has performed relatively prominently
The Volkswagen ID. series, as the hope of volkswagen brands in China's new energy market, has attracted much attention since its inception. Currently, Volkswagen ID. The family includes FAW-Volkswagen ID.4 CROZZ and SAIC Volkswagen ID.4X, FAW-Volkswagen ID.6 CROZZ and SAIC Volkswagen ID.6X and SAIC Volkswagen ID.3. Overall, with the rapid growth of new energy vehicles in China, the sales volume of the ID family will gradually increase from the second half of 2021.
Among the models sold, the price is between 100,000 and 200,000 yuan , the ID.3 ( priced at 159,888-173,888 yuan ), the ID.4X with a minimum price of 199,888 yuan and the ID.4 CROZZ with a minimum price of 199,900 yuan. Among them, ID.3 was listed in October 2021, and the sales volume was basically around 2000; relatively speaking, ID.4 performed relatively well, the sales of the two major models ID.4 CROZZ and ID.4X were similar, and from the terminal sales in January 2022, the ID.4X was slightly higher, with sales of 2939 vehicles.
SAIC Volkswagen ID.4X (Image source: SAIC Volkswagen)
Although the early progress is not smooth, but the public is the public after all, relying on its own huge background, strong research and development strength, as well as its own channels, user base and other advantages, it is not impossible to accumulate and develop.
Continuing to push new, Buick Micro Blue 6 sales increased
Buick Micro Blue 6 is the first pure electric vehicle of the domestic Buick brand, which has been listed in 2019, and has launched a plug-in hybrid model in 2020, with a current price of 159,990-18.83 million yuan. This is a model that SAIC-GM Buick has high hopes for, but since its launch, the market has been tepid.
With the hot new energy market in China, the sales volume of Weilan 6 has climbed in 2021, with annual sales of 22,843 vehicles, an increase of 50.4% year-on-year. Terminal sales in January 2022 were 2,643 units. At present, the 2022 micro blue 6 has been listed, and it remains to be seen how the sales volume will be in the later stage.
Buick Micro Blue 6 (Source: SAIC-GM Buick)
Gazda Summary:
Overall, at present, there are not many new energy models in the range of 100,000-200,000, and there are fewer models with monthly sales of more than 5,000 vehicles, and the competitive pressure is relatively small. However, the automobile market with a price of between 100,000 and 200,000 has always been a must for major car companies, and as the domestic new energy vehicle market matures, this range will become a new market flashpoint.