The development of the new energy market is changing with each passing day, and under the influence of the epidemic and the chip crisis in 2021, the sales of new energy passenger vehicles in 2021 are still as high as 2.989 million units, an increase of 169.1% year-on-year. Entering 2022, the new energy market is affected by unfavorable factors such as rising raw materials, subsidy ebb tide and geopolitics, but the upward trend of the new energy market is still very obvious. The recent sharp rise in oil prices is a certain benefit to the new energy industry, and many consumers who have never considered new energy before have also set their sights on this field.
According to the data released by the Association, in February 2022, the retail sales of new energy passenger vehicles reached 272,000 units, an increase of 180.5% year-on-year; of which BEV retail sales were 206,000 units, an increase of 148.5% year-on-year;P HEV retail sales were 66,000 units, an increase of 367.2% year-on-year.
According to BYD's official data, BYD sold 90,268 passenger cars in February 2022, an increase of 336.2% year-on-year. Among them, the sales of new energy passenger cars were 87,473 units, an increase of 764.1% year-on-year, and this data was obtained in February, which is known as the market off-season, which is really amazing.
This achievement is actually a bit unexpected to me, but it is reasonable. I am not surprised that BYD has achieved good results, and I am surprised that this result is so good. BYD will have such an excellent performance, which is inseparable from its strong technical strength, BYD is using its own actions to promote the transformation of the global automotive industry.
In the past year, BYD has demonstrated its strength to the world through a number of feats, and in the new year, BYD has a number of new models released, its Marine series models and Dynasty series models are strong, as well as high-end brand Denza and a new high-end brand ready to go, I believe that WITH THE help of new models, BYD will achieve more eye-catching results in sales. From the new year's two consecutive months of global new energy sales champions, it can be seen that BYD's legend is just beginning.
In February, Tesla and BYD can be called "absolute double pride", and the two are both rivals and partners. According to data from the Association, Tesla's wholesale sales in China in February 2022 reached 56,515 units. At the same time, export sales reached 33,315 units, an increase of 339% year-on-year.
Compared with BYD, this sales performance does still have a certain gap, but considering Tesla's limited production capacity, it is actually understandable. Not only in China, Tesla is a car in the world is difficult to find, buy a car, some even have to wait for more than half a year, put in a few years ago, in addition to the top luxury car, to pick up the car to wait so long who dares to believe?
Tesla set a record delivery record of about 940,000 units in 2021, and its Berlin Gigafactory also received final approval this month, with annual production of 500,000 units. So far, Tesla has sold more than 50,000 units for 6 consecutive months, and the new model developed by Tesla's gigafactory in Shanghai will also meet with you soon, and it is reported that the price of this car may be less than 200,000. Tesla's cost control and automatic driving are in the world's top position, and the launch of vehicles within 200,000 will form a fatal blow to domestic new energy car companies.
Compared with Tesla, BYD's own automatic driving is actually a bit backward, and the cooperation between BYD and Baidu will make up for BYD's last shortcoming, and there will be a dragon fight between Tesla and BYD in the follow-up, and the final king will be decided.
Although electric vehicles do not have a high threshold, but this is only the lower limit, the upper limit of electric vehicles is actually very high, there is no core technology reserves, poor market competitiveness of car companies will be eliminated, and like BYD, Tesla is now basically the upper limit of electric vehicles, and the new energy vehicle companies behind have opened up a big gap.
In addition to BYD and Tesla, in February, SAIC-GM-Wuling, Geely Automobile, Chery Automobile, and GAC Group also sold more than 10,000 new energy sales, and the new car-making forces, the best selling is ideal, a total of 8414 vehicles were sold, and the sales performance was average.
The new energy market in February showed a polarized trend, with BYD and Tesla's new energy sales still strong, while other brands' new energy sales were weak.