Domestic passenger car sales in February increased by 4.5% year-on-year to 1.250 million units, and new energy vehicle sales reached 273,000 units, up 180.9% year-on-year, with a penetration rate of 21.8%. With the blessing of DM-i, bydir Song car series sales exceeded Haval H6 in a single month, winning the domestic SUV sales crown in one fell swoop. Behind the seemingly promising data, it is the dilemma that lithium phosphate has risen out of control and the price of cars has risen across the board. The beginning of the year rose sharply, the industry is bearish in 2022 new energy vehicles doubled expectations, new energy vehicles one foot just stepped into household consumption, the other foot was tripped, today we come to talk about the recent new energy vehicles.
Those who get new energy will win the world by BYD's super auspicious Great Wall
In February, OND sold 89,100 units, ranking second in the total list, directly overtaking Geely Great Wall Changan, and even SAIC Volkswagen, SAIC-GM and Dongfeng Nissan. There is a factor in this, which may be that other manufacturers lack cores, and BYD is self-sufficient, but it is undeniable that at the moment when the penetration rate of electric vehicles is soaring, the phrase "those who get intermediate cars get the world" have to be replaced by "those who get new energy will get the world".
In October last year, I said that the Great Wall Geely Chang'an should be careful of BYD, when it was mentioned that BYD will soon challenge the position of the top three in its own, I did not expect that after less than half a year, BYD achieved it in February. Of course, this is only a month, and we will continue to wait and see how the follow-up performance will be. This year, Great Wall, Geely and Chang'an will also launch their own plug-in hybrids to compete, BYD plug-in hybrids are dominant, and whether the backlog of orders will continue, these are still unknown.
It has always been said that when the traditional car companies come, there is not much time left for new forces. The current situation is that since January, the ranking of traditional car companies in new energy vehicles has been fully pressed to the front of the new forces. In February, the top five sales of new energy vehicle manufacturers are all traditional car companies, although there is a Spring Festival holiday in February, but in terms of growth, BYD, Geely, and Chery are also far beyond the new forces. The sales of the new forces in the past month have collectively returned to the era of a thousand units, the best is the ideal car 8414 units, the second wave of product offensives of the new forces brand, such as Xiaopeng P5, zero-run C11 have not achieved the expected results, and then look at the performance of the combination of Weilai ET7 and ET5.
From the perspective of the market penetration rate of new energy vehicles in various car series, in February, the penetration rate of new energy vehicles in independent brands was 41.9%; the penetration rate of new energy vehicles in luxury vehicles was 17.4%,%, while the penetration rate of new energy vehicles in mainstream joint venture brands was only 3.5%. To some extent, this set of data is in line with our current consensus: China's new energy vehicle development is ahead of the world.
BYD dominates the Model 3 water retrograde
In the February SUV sales ranking, BYD Song grabbed the top position of the Haval H6 with 2.45 units, and the Great Wall said that the core was seriously missing, no matter how the data Song won a game. Song of these 24,500 units of 22,700 are new energy models, won the first place in February new energy SUV sales, BYD Qin New Energy sold 24,500 units in February, with a gap of 1500 units ranked behind the Hongguang MINI EV, the data once again shows that DM-i is best!
After watching the hybrid to see pure electricity, it is still BYD, Han EV sales in February fell slightly, to 9200 units, Dolphin February sales of 8500 units, respectively, ranked third and fourth in the new energy car rankings, the first 5 have 3 BYD, in the new energy sector I am afraid that BYD will dominate the list for a period of time. AION Y, which also performed well before this price point, only recorded sales of 2,900 units in February, mainly because GAC Aeon took advantage of the Spring Festival holiday to adjust its production capacity, and if there is no accident, AION Y and AION S PLUS sales will be released after March.
From the February sales list, the domestic Model 3 once again "dropped the chain", more than 3,000 units in January, more than 4600 units in February, it looks unusual, but it is not incomprehensible, the current domestic Model 3 only has two models on sale, one of which is a high-performance version, in other words, in fact, if you want to buy model 3, you can only choose a rear-drive version of a model. On the other hand, Tesla's factory in Shanghai has been saturated with capacity, and it is only natural that the scheduling tends to be more profitable Model Y.
Car prices are generally rising, electric vehicles into financial products?
I booked an AION Y in double 11 last year, the middle changed the color once, resulting in me so far did not mention the car, but the car has not yet raised the price has risen by 10,000, I ordered the 2022 AION Y 70 technology version of the guidance price of 139,600, and now the guidance price of this car has been adjusted to 149,600 yuan. On March 7, GAC Aean officially announced that due to the increase in the price of raw materials, all its models have been adjusted by 4,000-10,000 yuan, of which the main sales models of AION Y, which are not high in price and account for a large proportion of sales, have been raised by 10,000 yuan.
This round of price increases, did not cause any war of words on the Internet, mainly because this is indeed an industry problem, the recent price increase companies include but not limited to, Tesla, BYD, Xiaopeng Automobile, Nezha Automobile and so on. CCTV reported that since March, nearly 20 new energy vehicle companies have announced price increases, involving nearly 40 models, with increases ranging from 1,000 yuan to tens of thousands of yuan. The rise in the price of new cars has led to a bullish price of new energy used cars, and my colleague joked that electric vehicles are now financial products.
In the past, which car if you dare to increase the price will become the target of the internet, but this round of price increases outside the calm, in fact, everyone knows that this wave is not the car manufacturers can hold, the recent new energy vehicles the main raw materials are in a crazy state, affected by the Russian-Ukrainian dispute, last week the price of metal nickel from 30,000 US dollars / ton, rose to 100,000 US dollars / ton, the maximum increase reached nearly 250%, has been called "demon nickel" on the Internet, Morgan Stanley estimated, The soaring nickel price may lead to an increase in the production cost of an electric vehicle by $1,000, about 6323 yuan; the transaction price of battery-grade lithium carbonate exceeds 500,000 US dollars / ton, and its price in 2018 is probably still at the level of 2.8-30,000 US dollars / ton, to know that many electric vehicles currently on sale are developed and locked in the main cost at that time, before the global battery giant Ningde era said that "the price of lithium carbonate rose to 470,000 yuan / ton above the price will no longer take orders", Explain that this is a ceiling-level existence that is now broken.
Materials generally rising, and the increase is so large, so that some car companies are helpless to slow down the pace of development of new energy vehicles, Euler in the near future indefinitely suspended the acceptance of orders from black cats and white cats, saying that "selling a loss of one", zero running is also raising the price of T03 at the same time, slowing down the pace of scheduling, the owner of the car to order a car basically to wait 3-4 months, some insiders bluntly said that "the rise in raw materials led to less than 200,000 electric vehicle profits greatly damaged." Last month we said that new energy vehicles to popularize, the rapid realization of market penetration growth, will rely on the 150,000-level family car market, now it seems that the flashpoint is likely to be pushed back, but the progress of more than 300,000 electric vehicles remains normal.
However, the situation is not always bad, recently fuel car owners have also begun to eat up the price of oil, today rose again, No. 92 gasoline into the 9 yuan era, who can stand this? More and more oil car owners consider buying multiple electric vehicles for transportation, the demand is strong, most manufacturers can not hold back the cost, but it is really cheap BYD.