Author 丨 Cao Jiadong
Responsible editor 丨 Luo Chao
Edit 丨 Chic
Market overview: Although the existence of the Spring Festival holiday will inevitably have a certain impact on the performance of the automobile market as in previous years, according to the data of the Association of Automobile Manufacturers, only in the field of new energy vehicles, the wholesale sales of new energy passenger cars in February still reached 317,000 units, an increase of 189.1% year-on-year. Retail sales reached 272,000 units, up 180.5% year-on-year. In addition, the domestic retail penetration rate of new energy vehicles in February also increased to 21.8% from 8.1% in the same period last year.
But unfortunately, compared with the arms and wrists of Chinese car companies in this market, the performance of mainstream joint venture car companies is still difficult to hide the decline. Behind the huge gap in penetration rate, it is not only the absolute lag of the pure electric strategy, but also the self-deception of wanting to maintain its own voice in the new energy market under the guise of hybrid models. Especially for Toyota and Honda, regardless of whether the bZ4X and e:N series models can be listed as scheduled, the promotion of a large number of hybrid models does not hide its embarrassment of doing almost nothing in pure electric.
In terms of model classification, following wuling Hongguang MINIEV, a large number of new models such as Chery QQ ice cream have joined, once again making the sales volume of A00-class electric vehicles account for nearly 30%. Perhaps how this market is moving, for most upward development of car companies, there is not much reference value. However, in view of the huge demand gap in China's vast low-line market, it is still feasible for anyone who wants to solve the double point problem in the short term.
And if you have to find a car company in the whole market that is optimistic enough, I think BYD will inevitably be mentioned again. First, the crazy offensive of its pure electric and plug-in hybrid models has consolidated its position in the new energy market. Second, bydir's existence has directly set an effective development standard for all car companies. After all, BYD, which can occupy 6 seats in the top ten sales list, is representative in terms of the coverage of the model and the price difference.
Of course, according to last year's sales trend, many people believe that the capacity of the new energy market this year is likely to exceed 5 million vehicles. Therefore, in addition to BYD, the new car-making forces led by Wei Xiaoli will also usher in a period of rapid growth this year. Not to mention the addition of new models, whether it can be added, as long as the traditional car companies can not calculate a reasonable set of development routines as soon as possible, the increasingly expanding boundaries of the market will inevitably provide a hotbed for growth for those car companies that have established market advantages.