Global Electric Vehicle Market Inventory China leads the world, Kia leads Europe?

As we all know, the world is currently undergoing an energy transformation, domestic new energy vehicle sales are advancing by leaps and bounds, and European officials are also promoting the accelerated development of electric vehicles, so what is the current global new energy vehicle pattern? Let's take a look at the data.

According to the data, global electric vehicle sales in January 2022 were 603,000 units, an increase of 87% over the same period last year, and the market penetration rate remained 10% consistent with the same period last year. Among them, pure electric models account for about 2/3, and the rest are hybrid vehicles. At present, China is the world's largest single market for electric vehicles, with january sales of 372,000 units, an increase of 115% year-on-year, a market penetration rate of 17%, accounting for 61% of the global market share; Europe in January sales of 156,000 electric vehicles, an increase of 39% year-on-year, market penetration of 19%, accounting for 25.8% of the global market share.

According to CleanTechnica statistics, in January 2022, BYD ranked first in global new energy vehicle sales with 93,000 units, Tesla soared at the end of 2021, production and sales fell in January, SAIC-GM-Wuling ranked third, and Its 32,000 new energy vehicle sales accounted for 26,000 EV units. Among the 19 companies on this list, Chinese companies (including joint ventures) account for 11, the United States is almost Tesla as a representative, European BMW, Mercedes-Benz, Volvo and Volkswagen are on the list, and some brands with monthly sales of less than 10,000 units are not included in the statistics of Clean Technica, so new forces such as Weilai and Gaohe are temporarily absent.

The Russian-Ukrainian conflict that broke out on February 18 pushed up oil prices, and some research agencies reported that the rise in oil prices around the world has driven consumers' willingness to buy electric vehicles, and it is expected that electric vehicles will erupt again in 2022 on the basis of last year's growth of 118%. Because of this, the demand for electric core materials in major automotive markets has surged, superimposed war and some human factors, and the recent price of nickel metal and lithium carbonate has soared.

China's new energy vehicles: the magic pattern opens

As the world's largest new energy vehicle market, domestic electric vehicle competition is also the most fierce, according to imperfect domination, this year's domestic market will have more than 50 electric new cars on the market. As far as the current competitive landscape on sale is concerned, the ranking is not as inertiaty as that of fuel vehicles, and the monthly changes in the sales list ranking are still large, such as the model 3, which has more than 10,000 units of model 3 sold more than 10,000 units per month this year, and the new forces that previously sold near wantai also showed weakness after the Lunar New Year, Chery ice cream increased rapidly, and BYD's Han EV, Dolphin and DM-i systems showed strong market appeal. In the January list, except for the Model Y, the TOP10 models are all Chinese brands.

Some third-party investigation agencies said that China is the hardest hit area of the global automobile market lack of core, superimposed subsidies and raw materials soaring and other factors, some domestic manufacturers stopped accepting orders for some electric vehicles, more than 20 companies raised the price of electric vehicles, while quietly reducing production. Therefore, the sales list of China's new energy vehicles that we see does not reflect the real demand of the market, and more car companies are weighing in many ways and the pattern under market regulation. The next sales performance should still depend on which company can get more chips and large-scale power batteries, which BYD has obvious vertical integration advantages.

Overseas markets grew across the board, with Kia topping the European charts

According to the data, in the European market in January 2022, Kia Niro ranked first, and the second and third places were the Logo 3008 PHEV and the Audi Q4 e-tron. However, even if it is the first place, the monthly sales are only more than 4,000 vehicles, and there is still a big gap with the mainland sales data. In Europe, at present, Korean and Ashkenazi occupy a large market share, and Tesla has always been in a state of following. Since last year, Xiaopeng, Weilai, BYD and other brands have knocked on the door of the European market, and recently Xiaopeng Motors announced that the P5 will be booked in four European countries and is expected to provide test drives in April.

In terms of the sales composition of the European market, Germany, as a major automobile manufacturer, has not disappointed us in the sales of new energy vehicles. Among them, in the data of February 2022, the monthly sales of nearly 50,000 vehicles ranked first in many countries, ranking first in many countries, and the second place Italy's data of 8770 vehicles has a gap of more than half. Penetration by market is 22% in Germany, 18% in France and 23% in the Netherlands.

Looking at the North American market, Tesla is a unique show, the new energy vehicle sales data in January this year shows that Tesla's Model Y, 3, S have won the top three places in the list, of which Model Y sales reached 18549 vehicles. The fourth place belongs to Ford's electric horse Mustang Mach-E, in addition to the United States no electric vehicles on the list, in this wave of global electrification, the traditional American car companies collectively lag behind a beat. By the way, Tesla currently ranks second in the world with a global market share of 8.5%, fourth in China, with a market share of about 5% and 7th in Europe.

The penetration rate is increased, and the development difference is large

Although global new energy vehicle sales are growing at a doubling rate, it can be seen from the following pie chart that it is still dominated by the three major markets of China, Europe and North America, and some small countries and economically backward regions are currently less sensitive to electrification transformation. In January this year, China's penetration rate reached 17%, Germany reached 22%, Norway reached 70%, but the United States only 4%, Japan only 1%, which shows that the imbalance in the development of new energy in the global market is still more obvious.

The editor said: If 2021 is the opening year of the global new energy vehicle popularization drama, then in 2022, the major markets will inevitably usher in the full popularization of new energy vehicles, but under the influence of the epidemic, the chip supply and the Russian-Ukrainian conflict have brought some resistance, on the other hand, the current global lithium resource supply is tight, and the expansion of production is far from quenching the thirst, which has become a negative factor for the growth of new energy vehicles. Therefore, the recent emergence of new energy vehicle consumption demand is strong, manufacturers are forced to increase prices, and the shortage of vehicle supply is likely to continue for a period of time.