In the past year, the domestic new energy vehicle market has been very lively, whether it is sales data or market share, the performance is quite strong. In the whole year of 2021, the retail sales of new energy passenger cars reached 2.989 million units, a year-on-year increase of 169.1%; in terms of market penetration, since the second half of 2021, the market penetration rate of new vehicles in many months has exceeded 20%, which is an early completion of the relevant level of the set target. It can be said that the overall vigorous development of domestic new energy vehicles in 2021 is completely set for the direction of domestic automobile development in the future, and new energy vehicles based on electric drives will become an irreversible trend.
However, in the process of the development of domestic new energy vehicles, there is a state of blooming at the market level, but at the brand level, it is not in a state of going hand in hand. We can see that the development of domestic new energy vehicles in the past year is very strong, representative brands and products of course, such as a single month sales can exceed 50,000 Wuling Hongguang MINI EV; single month sales can exceed 10,000 units, the price of more than 330,000 yuan ideal ONE; single month sales of more than 10,000 units, the lowest model price is higher Weilai automobile; the lowest price of more than 200,000 yuan, single month sales of more than 10,000 units and other models ..., It can be said that domestic electric vehicles bloom in the middle, low and high-end multi-point, pure trams, hybrid vehicles go hand in hand, and the overall performance is very good.
Of course, when it comes to new energy vehicles, Tesla's performance is naturally not to be ignored, since Tesla built a factory in Shanghai Lingang, the domestic pure tram market has maintained a relative benchmarking position, and the size, price of the same product field, Model 3, Model Y than most of the year-on-year fuel vehicle sales are much better, in part of 2021, Tesla in the domestic new car delivery number even more than 70,000, such sales performance is very exaggerated, It can be said that it is difficult for other competitors to reach in a short period of time.
But we also see another situation, that is, domestic new energy vehicles and Tesla basically split most of the market space in the domestic new energy market in parallel, and the joint venture brands that occupy a dominant position in the overall sales and market position of the fuel vehicle market, including luxury brands, are very general in the domestic new energy vehicle market, and sales have not been able to rise. We can see that the new energy vehicles including Volkswagen, Toyota, Honda, Nissan, GM, Audi, BMW, mercedes-Benz, especially pure electric vehicle products, the overall performance is relatively general, and the sales of a single model are at the same level and at the same price of domestic new energy vehicles and Tesla pure electric vehicles.
Take the sales data of domestic new energy cars in January, the sales volume of the top 15 car products, only One joint venture car product of Kewei, the top 15 models of new energy SUV sales, there are only two joint venture models of Volkswagen ID.4X and ID.4 CROZZ, with sales totaling 6300 units, while BYD Song, which ranks first in sales, has sales of 20722 units in the month!
So from the current situation, the joint venture brand is indeed very weak in the domestic new energy vehicle market, and we can't help but ask, why is this happening? First of all, we must say that with the early entry of Tesla and some domestic high-end electric vehicles, in fact, the product thinking and related settings that high-end electric vehicles need to have have been calibrated, such as higher-level car networking functions, more intelligent driver assistance systems and so on. Here things, in fact, for the joint venture brand that is still immersed in the traditional components of fuel vehicle engines, gearboxes, chassis, etc., it is indeed a bit impossible to keep up, so we see the electric vehicle products launched by luxury joint venture brand manufacturers such as BMW, Mercedes-Benz, and Audi, in fact, the overall and the same level of domestic electric vehicles, Tesla electric vehicles in terms of intelligence, networking Gap is still very large, there is a gap at the product level, consumers can see.
Of course, another very important reason is that joint venture brands generally can't put down their own "brand baggage", these joint venture brands in the era of fuel vehicles are always in the price and popularity of their own brands and domestic cars, so in the field of new energy vehicles, such thinking is still difficult to change in a short time. The result of having brand baggage is higher prices and lower cost performance! For example, the Mercedes-Benz EQC 350 4MATIC, priced at 499,800 yuan, neDC cruising range of 440 kilometers, 100 kilometers acceleration time of 6.9 seconds, priced at 397,900 yuan Tesla Model Y high-performance all-wheel drive version of the model, the comprehensive cruising range of 615 kilometers, 100 kilometers acceleration of 3.7 seconds, Tesla core performance is obviously more excellent.
And 397,900 yuan Tesla Model Y in the configuration is much higher, such as parallel assist, lane departure warning, lane keeping, full speed adaptive endurance and other driving assistance configurations, these configurations are basically the core configuration of the driver assistance system that Tesla is famous for, other configurations are basically ModelY fully dominant, in the case of less than 100,000 yuan, this Model Y overall product power comprehensively beat the EQC entry model, which is also a Model The reason why Y's monthly sales can exceed 30,000 units, EQC can only sell three figures per month.
In the case of these joint venture brand products are at a disadvantage, in terms of pricing, it still maintains the high level of the joint venture brand fuel vehicle era, and many consumers who are not superstitious about the joint venture brand are naturally reluctant to choose the new energy vehicle products of the joint venture brand, because the facts have proved that in the field of new energy vehicles, the joint venture brand does not have three major advantages. Therefore, in the future, joint venture brand new energy vehicles may be domestic new energy vehicles and Tesla pure trams continue to open the gap, and even in the era of new energy vehicles, traditional joint venture brands and luxury brands will be further marginalized.