Despite the adverse factors such as "lack of cores" and "rising prices of raw materials such as batteries", this still has not stopped the rapid development of the new energy vehicle market. According to data from the Association of Passenger Vehicles, the sales volume of new energy narrow passenger cars in February was 273,000 units, an increase of 180.9% year-on-year and a decrease of 22.6% month-on-month.
There are 5 companies with wholesale sales of more than 10,000 vehicles, namely BYD, Tesla China, SAIC-GM-Wuling, Geely Automobile and Chery Automobile, with sales of 87,473 vehicles, 56,515 vehicles, 26,046 vehicles, 14,285 vehicles and 10,271 vehicles, respectively, with a growth rate of 5-7 times that of February last year.
Specific to the list of new energy car sales Top15, although Hongguang MINI ranks first with a large advantage, this has a lot to do with its lower bicycle price. BYD's three car products firmly occupied the 2nd-4th place, and the development trend was quite powerful. Micro/small electric vehicles such as QQ Ice Cream, Ben Ben EV, Euler Good Cat, chery eQ and other micro/small electric vehicles are generally popular, and the Xiaopeng P7 has become the only model on the list of new forces.
Why BYD's sales in February are so prominent, it is not difficult to find out if you look closely at its sales composition. Among the 87,473 new energy vehicles sold, DM models sold 44,300 vehicles and EV models sold 43,173 vehicles, and the development was in a very balanced state. The same model, both DM version and EV version, covers more user groups, which is its strength.
Looking at the market development trend, according to the data of the Association, the wholesale sales of pure electric vehicles in February were 245,000 units, an increase of 161.7% year-on-year; plug-in hybrid sales were 72,000 units, an increase of 350.9% year-on-year. Plug-in hybrids are growing at a much faster rate than pure electricity, and at a time when international oil prices remain high, IN ADDITION TO EV models, PHEV models without range anxiety are bound to be more popular.
In terms of the top 15 list of new energy SUV sales, BYD continues to dominate the list with 4 SUV products, and BYD Song even surpassed the Haval H6 to reach the top of the SUV list. According to this development trend, BYD's future market performance is quite promising, and even has the potential to challenge FAW-Volkswagen, the boss of the joint venture camp.
The number of models on the SUV list of new forces products is more than that of the sedan list, and the ideal ONE, Nezha V, NIO ES6 and Nezha U ranked 4th, 7th, 8th and 9th respectively. It is not difficult to see that the sales of the top three new forces in the head have flattened, and Nezha is showing great development potential with a posture of a latecomer.
In the traditional camp, the models on the list generally rank lower. AEAN Y and AEV have sold 5,126 vehicles, accounting for nearly half of Aian S. Considering that E-An S has a lot of B-end market sales support, the overall sales performance of GAC AE is still relatively prominent in the camp of independent brands.
In addition, Extreme Kr 001 and EasyJet EX1 are also two development routes with different characteristics in the camp of independent brands.
As Geely's high-end new energy vehicle brand, the price of Extreme Kr 001 is close to 300,000, and the ability to have such sales also shows that its brand influence and product strength have been fully recognized by consumers. As a joint venture company formed by Dongfeng Motor and Renault-Nissan Alliance, easyjet currently has the most important product for Dongfeng New Energy EX1, and most of its sales are still mainly exported.
As for the joint venture brand camp, the sales of the ID.4 CROZZ and ID.4 X under the North-South Volkswagen did not meet expectations, with 2311 units and 1973 units respectively.
The MEB platform and MEB factory investment is so huge, but the products are average in terms of sound volume and sales, should we be aware? The core data performance of new energy products such as endurance, acceleration and intelligent leadership, compared to the competitor models is an advantage or disadvantage, this should be a question worth pondering in the north and south of volkswagen.