Wanbo is from the Vice Pilot Temple
Smart car reference | Official account AI4Auto
In February, the number of days is small, and the Spring Festival holiday, the "cold winter period" of annual automobile market sales, the most test of the production and delivery capabilities of car companies.
Under the test, the sales of major car companies in February, the Matthew effect of the strong and the weaker, the weaker, is more and more obvious.
According to the latest domestic sales data disclosed by the Association of Passenger Vehicles, BYD and Tesla, which are traditionally strong, both lead the market in terms of sales growth.
The new domestic car-making forces have changed from the past and are collectively sad to close in February.
True kings in the winter months: BYD and Tesla
"Cold Winter" in February, BYD and Tesla, can be called the biggest winners.
According to the data of the Association, BYD's sales reached 87,473 units in February, a sharp increase of 764.1% year-on-year and an 8.1% decrease from the previous month.
Among them, BYD hybrid models sold 44,300 vehicles and pure electric vehicles 43,173 vehicles.
BYD can withstand the pressure of sales, and the support behind it is BYD's self-developed super hybrid system DM-i, and a huge matrix of new energy products. According to the data, the model with the highest increase in BYD in February was the BYD Tang equipped with DM-i, an increase of more than 10 times over the same period last year, while the entire BYD Tang family, sales reached 10,426 units in February. In addition, Qin PLUS DM-i has also become the sales director of BYD, and the BYD Qin family sold 24,503 vehicles in February.
On the other hand, BYD's pure electric models are also becoming BYD's main sales support. In February, the sales volume of pure electric vehicles reached 43,173 units, accounting for almost half of the overall sales of new energy vehicles.
Unlike BYD, another Hengqiang player, Tesla, mainly relied on export support in February. According to the data, Tesla's sales in China in February were 56,515 vehicles, a sharp increase of 208.5% over the same period last year, and a slight decrease of 5.6% from January. Among them, 33,315 Teslas produced in China in February were exported abroad, and 23,200 were sold at home. In other words, the main sales force of Tesla China in February was the overseas market.
In fact, after entering 2022, Tesla's Exports in China are the mainstay, supplemented by local sales. Taking January as an example, Tesla sold 59,845 vehicles in China, of which 40,499 were exported and 19,346 were sold domestically.
This situation, on the one hand, is the increase in the production capacity of Tesla's Shanghai factory, making the Shanghai factory one of the export centers of Tesla's exports, on the other hand, it is also related to Tesla's delivery strategy:
Tesla, which is produced in the Shanghai factory, mainly pays for exports in the first half of the quarter, and mainly supplies the local market in the second half of the quarter.
However, for now, due to production capacity factors, the delivery of Tesla's local market is still under pressure. Public information shows that the current model 3 and model Y are expected to have a lead time of up to 4-5 months.
Therefore, Tesla is also currently considering landing a second factory in China, and it was reported not long ago that 9 cities such as Shenyang, Qingdao, and Jinan are candidates for Tesla's second factory.
Domestic new forces are sad to close in February?
Compared with Tesla and BYD, the new domestic car-making forces in February are a bit unhappy. The sales volume of the first echelon is not more than 10,000, and the growth rate is still far behind the market.
Specifically, the internal war situation of the new forces shows two major trends:
The first is the regeneration variable of ranking ranking.
Second, the year-on-year growth fell sharply from the previous month.
Let's look at the specific rankings first.
According to the delivery data, the new force that ranked first is the ideal of hitting the world with a model, delivering 8414 ideal ONEs in February, an increase of 265.8% year-on-year and a decrease of 31.4% month-on-month.
Nezha Automobile, which broke into the top 3 deliveries last month, entered another place in February, ranking second with a delivery performance of 7117 vehicles, with deliveries increasing by 255% over the same period last year and down 35.3% from the previous month.
Xiaopeng Automobile, which won the sales champion of new forces for four consecutive months, suffered Waterloo in February, with a delivery volume of 6225 vehicles, ranking third, with deliveries increasing by 180% year-on-year, down 51.8% from last month's deliveries.
Why the sales decline is so large, Xiaopeng's official explanation is the same as Weilai:
During the Spring Festival, Xiaopeng Zhaoqing Base carried out technical transformation, affecting delivery.
In fourth place is Weilai Automobile, which has not come out of the cold winter period since the delivery slide in October last year, delivering 6131 vehicles in February, an increase of 9.9% year-on-year and a decrease of 36.5% month-on-month.
Zero-run cars remained in fifth place, delivering 3,435 units in February, up 447% year-on-year and down 57% month-on-month.
The internal ranking has changed, but from the overall delivery situation, the new car-making forces in February, the difference is not much, and they have not broken through the delivery threshold of 10,000 vehicles.
It's not so much about competing with each other as it is about getting through it together.
This difficulty is that the new car-making forces, as a representative car company group, are far behind the market market. Generally speaking, February is affected by the number of days and the Spring Festival holiday, which belongs to the "cold winter period" of the annual automobile market, and the overall sales volume will drop significantly.
As far as this year is concerned, according to the latest domestic automobile market sales data released by the Association of Automobile Associations, the domestic new energy vehicle market, sales in February (here based on wholesale volume) fell by 24.1% compared with the previous month.
The top 5 new car-making forces, the overall lag behind the market market of more than 10 percentage points, Xiaopeng and zero running, and even lag behind the market by more than 20 percentage points.
How is the overall market performance?
Overall, the sales of new energy vehicles have two major highlights:
The decline is smaller than that of fuel vehicles, and the penetration rate is a record high.
According to the February automobile market analysis released by the Federation of Passenger Vehicles, in February this year, the sales volume of new energy passenger vehicles reached 317,000 units, an increase of 189.1% year-on-year, down 24.1% month-on-month, and the month-on-month decline was smaller than in previous years.
Among them, the sales of pure electric vehicles were 245,000 units, an increase of 161.7% year-on-year, and the sales of plug-in hybrids were 72,000 units, an increase of 350.9% year-on-year.
Sales of new energy vehicles fell by 8 percentage points less than 32% of the overall automotive market. In other words, new energy vehicles are becoming a key variable supporting the growth of the domestic automobile market.
In terms of penetration rate, the wholesale penetration rate of new energy vehicle manufacturers in February was 21.8%, an increase of 12.2 percentage points from the penetration rate of 9.6% in February 2021.
Among them, the penetration rate of new energy vehicles of independent brands is 38%, the penetration rate of new energy vehicles in luxury vehicles is 29.4%, while the penetration rate of new energy vehicles of mainstream joint venture brands is only 3.3%.
In addition to Tesla and BYD, there are 3 new energy vehicle sales that exceeded the 10,000 mark in February:
SAIC-GM-Wuling, because of the blessing of the Shenche Wuling Hongguang Mini EV, sold 26,046 vehicles, ranking third in the sales of new energy vehicles. After that, Geely sold 14,285 new energy vehicles and Chery new energy vehicles 10,271.
But the problem is that although the sales of domestic independent brands are good, in terms of price and price, they are not in the same grade as Tesla...
Domestic independent brands at the same price cannot sell Tesla.
Sales can be compared, or take the cost-effective route.
However, there is also a positive trend, in the new energy and intelligent car revolution, foreign capital and joint venture models, are talked about less and less.
Do you agree? Or is there some other reason?
—Ends—
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