At this time last month, we sent an analysis of new energy vehicle sales in February, and then received a comment like this that was quite heartfelt...
The thing is, around the 10th of each month, the multiplication association will have the sales data of the whole month last month, and our sales analysis of each month is basically based on the data of the multiplication association.
Although on the 1st of every month, some car companies will post big red posters in Places such as Weibo, but well... Selling good car companies shout positively, and selling bad generally do not make a sound. But as soon as the multiplication association data comes, doesn't everything surface?
Come on! Analyze new energy passenger car sales in March today!
■ Who will dominate in March?
Because the car sold well, BYD also issued a big red poster early. In March, when all walks of life were in trouble, new energy vehicles ushered in a comprehensive price increase, and the sales volume of 100,000 can be said to be quite hard.
(Remarks: In the following chart, there is a slight difference between the data of the multiplying association and the manufacturer's data, because the data of the multiplication association is subject to the insurance data of the compulsory traffic insurance)
BYD has chosen the vertical industrial chain model with large investment and long cycle early in the early stage, all the core technologies are in its own hands, and the industrial chain fully covers the core components, so that once the enterprise reaches the power period, it is unstoppable.
With the comprehensive improvement of design and the comprehensive coverage of energy forms, IT's explosive growth in the past year is no accident. In March, BYD ranked first among new energy manufacturers and third among all automobile manufacturers.
BYD's EV series and DM-i hybrid series have a good market performance, in March sales, the Song series reached 26729 vehicles, the Qin series reached 24797 vehicles, the Yuan series reached 12881 vehicles, the Han series reached 12359 vehicles, and the Tang series reached 9625 vehicles (manufacturer data).
If new energy vehicles are the theme of the next era, THEN BYD has entered the next era ahead of schedule. According to the new strategy, BYD has stopped the production of fuel vehicles since March 2022 (the after-sales and spare parts supply of past owners will not be affected).
Such a big move, the basis for giving BYD courage is not only a full range of models, but more importantly, BYD's DM-i hybrid technology that has been fully fired in the past year. DM-i combines high pure electric driving capacity with ultra-low fuel consumption, and this hybrid technology is ideal for replacing fuel vehicles.
▲ BYD Dolphin sales in March: 10,448 units
In the past five months, Dolphin's monthly sales have been 8800/10016/10602/8561/10448 units, respectively. For dolphins with shorter time to market, there is still a lot of room for climbing.
After the Dynasty series of models became a household name, BYD Marine Network models are still relatively unfamiliar species, but after the initial recognition of dolphin, the first model of the e-platform 3.0+ marine life series, BYD's performance in the next stage is very promising.
■ Who can "shake" the BBA?
If the new energy vehicle company can shake the BBA, it seems to be a fantasy today. The BBA has its own ultra-high-end model series (AMG, M series, etc.), and there are models with an average transaction price of more than 400,000, and its strong position is very stable.
However, in a certain field and BBA small wrist, the odds are still there.
"Defeating" physical armor is often magic damage, about creating a better car than the BBA as a medium-sized SUV, a large number of domestic second-tier luxury brands have not been able to get it. However, in the field of high-end SUVs (more than 300,000), Tesla Model Y has successfully stirred up the situation, and the ideal ONE has continued to create surprises.
▲ Tesla Model Y March sales: 39,730 units
The Tesla brand is very similar to Apple in the mobile phone industry, which is not only reflected in the pursuit of simple beauty in the product, but also in the high influence of the brand on a global scale. Although Tesla is no longer the sales king of domestic new energy vehicles, Tesla's high transaction price and global sales are super high, and this brand is still stronger than any new energy vehicle company in China.
Domestic brands continue to catch up with Tesla, like Android machines chasing Apple, this "big war" still needs to be fought for a long time.
▲ Ideal ONE Sales in March: 11,034 units
In May last year, the redesigned ideal ONE went public, and after a series of upgrades such as the "Journey 3" chip, the comprehensive upgrade of the intelligent driver assistance system, the reduction of energy consumption, and the optimization of the third row space, the product strength of the new model was increased by an order of magnitude.
After a short period of fermentation, ideal ONE has not disappointed in sales every month since August. Especially in March, the ideal ONE small victory over the Audi Q5 series, this result is a shot in the arm.
On October 28 last year, the 100,000th Ideal ONE was officially rolled off the production line at the Changzhou base, and this extended-range electric SUV became the first model in the new car-making brand to mass-produce more than 100,000 vehicles (also because other families have built many cars).
The ideal ONE's "lone soldier" situation is almost over.
The ideal L9 represents the ambition of the ideal upward movement, and perhaps also represents the current sales of the ideal ONE has satisfied the ideal car, and the task of the next stage is not to build a more expensive car.
The ideal car has chosen a larger, more luxurious route, and the new model L9 is expected to debut and be available within this year.
The ideal L9 will be equipped with a fully developed high-efficiency range extended electric system, the system adopts dual motor four-wheel drive + range device, the system comprehensive maximum power can reach 330kW (front and rear motors are 130/200kW), comprehensive torque up to 620N·m, 100 km acceleration time only 5.3s.
The Ideal L9 will also be equipped with a battery pack with a capacity of 44.5kWh, with a total endurance of 1315km under CLTC conditions and a pure electric endurance of 215km.
The Ideal L9 is equipped with two Qualcomm Snapdragon 8155 chips, 5 displays (including HUD heads-up display), and the new car also cooperates deeply with switch, defining the rear row as "mobile game space for the whole family".
This large SUV with a wheelbase of 3100mm is benchmarked against the Mercedes-Benz GLS in terms of level, and it is understood that the price of the ideal L9 will be fixed at 450,000-500,000 yuan, and the price is only the benchmark BBA medium-sized SUV.
If you pick a new car that is most worth looking forward to in 2022, the most courageous ideal L9 is definitely worthy of the front line, and this car is really full of highlights.
■ Overview – What other models are worth paying attention to?
▲ Wuling Hongguang MINIEV March sales: 41,980 units
▲ QQ ice cream sales in March: 11687 units
On the penultimate day of 2021 (December 28), Chery QQ Ice Cream was launched on the tail of the year.
Official data shows that within 24 hours of pre-sale of new cars, the number of orders exceeded 15,624. Coupled with the previous blind booking and small order, the order of QQ ice cream exceeded 60,000 units when it was just listed. In the first full month after the listing, the sales of QQ ice cream reached nearly 10,000 units, and in March, the car finally achieved more than 10,000.
Although QQ ice cream is still far from the "big brother" monthly sales of 30,000 or 40,000 results, it is not difficult for us to find: with many pure electric scooters entering the game and selling hot, the popularity of Hongguang MINIEV has not decreased. Pure electric scooters are aimed at the million-level / year low-speed electric vehicle market, and perhaps the potential of this market is still huge.
▲ Xiaopeng P7 March sales: 9183 units
At first, the Xiaopeng P7 with the highest NEDC endurance of 706 km (Showman's version, non-main model), 4.3 seconds to break the hundred, 2998 mm large wheelbase and other product highlights hit the hit, the listing has attracted much attention. Subsequently, P7 pushed the NGP navigation assistance system and parking memory parking for users through OTA, and the reputation in the field of intelligence continued to reach new heights.
▲ Euler Black Cat Sales in March: 6612 units
At present, Euler black/white cats are still in a state of stopping orders, and Euler is actively seeking a solution. For the affordable pure electric mini car, the cost of the bicycle will be more sensitive. According to Euler's official statement, considering the new raw material cost in 2022, selling black/white cats at the original price, Euler will face a bicycle loss of 10,000 yuan.
However, Euler is still more responsible for the next user before the "stop order", and the sales volume in March is also a good reflection.
▲ AITO Q&I M5 March sales: 3,045 units
Inside the M5, the word "HUAWEI" can be seen everywhere, and this car is also equipped with the famous "Hongmeng HarmonyOS" car engine system. Huawei is not only involved in the production of the M5 electric drive system, intelligent cockpit, and assisted driving parts, but also escorts its software, marketing strategy, and sales channels.
Although the sales volume of 3000+ is not satisfactory, the M5 has entered the forefront of the new energy vehicle best-seller list, which is also a good start.
▲Zero-run C11 March sales: 4201 units
In March, zero-run cars delivered a total of 10,059 vehicles, breaking through the delivery mark for the first time and officially entering the forefront of new car-making forces. At present, the C11, which has the reputation of "price butcher", has not yet been fully fired, but the zero-run car App shows that the C11 can now be ordered to be delivered in the Q2 quarter, which is much better than the situation some time ago.
It is believed that after solving the epidemic situation, lack of core, production capacity, etc., this small medium-sized SUV with large screen and borderless door will have a good sales performance.
■ Bang reviews
In March, Aomi Kerong raged, and the volume of automobiles in Jilin, Shanghai, Shandong, Guangdong, Hebei and other places on the mainland was seriously affected. Despite the various disadvantages this month, new energy vehicles are still booming, and the overall sales performance is still extremely good.
In any case, all walks of life are fighting against the harsh environment, let's work together!