In The March 2022 China SUV sales ranking, among the top 15 models, there are actually 8 models with new energy.
The first in line is the Tesla Model Y, and the second place is BYD Song. Since BYD has now declared that it will no longer produce pure fuel vehicles, BYD Song's sales are basically pure electric or plug-in hybrid.
In fact, there are many SUVs on the list that actually have new energy versions, such as Changan CS55 also has a pure electric version. Honda CR-V, Toyota RAV4, Veranda, BMW X3, Ideal ONE also have hybrid versions, or zengcheng hybrid versions.
So has the era of new energy SUVs completely arrived? I think there's a lot of uncertainty in the SUV market right now.
[1] How long can Tesla's Model Y sales champion position last?
In addition to the Tesla Model y, among the other models on the list, there are almost no particularly best-selling pure electric vehicles. On the contrary, plug-in hybrids, or traditional fuel vehicles still occupy a large proportion.
Just like in the past, the Haval H6 has been able to rank first in the list of SUV sales for many years. So whether tesla model Y can become the sales champion of the SUV market this year, and how long this champion position can be maintained, it is not known. After all, the Tesla Model Y is a pure electric SUV that costs more than 300,000 yuan. In terms of its price, I don't think it will last particularly long.
[2] Can Great Wall Geely's plug-in hybrid challenge AGAINST?
The second major uncertainty comes from the Great Wall and Geely, in fact, the development of plug-in hybrids of these two brands in recent years is also relatively fast. Great Wall launched DHT-PHEV plug-in hybrid, geely launched Thor hybrid. The hybrid models launched by Great Wall and Geely have slowly penetrated from high-end models to low-end models.
Great Wall Motors first used DHT-PHEV on the WEY brand, so this technology has not yet been promoted on the Haval brand. The Thor Hybrid is mainly a representative model of the current Geely 4.0 era, which is used on the Hoshikoshi L, nor is it used on models such as Boyue.
That is to say, while BYD has DM-i super hybrid technology, like Great Wall Motors, Geely Automobile also has its own hybrid technology, but it has not yet been promoted on a large scale like BYD. So when Geely and the Great Wall start to promote a large area, can they pose a challenge to BYD? There is also a lot of uncertainty.
[3] The new power company new energy SUV has not yet made a force?
The third major uncertainty, I think, comes from new car-making companies. After the ideal ONE model became popular, there are now many new power companies that have also launched extended range hybrid cars, such as the Huawei Q&I M5. This car has also just been launched, and sales have not yet been shown. There are also Weilai Automobile will launch ES7 this year, Xiaopeng Automobile will launch G9, Ideal will launch L9 and so on.
So so so many SUV companies that make new car companies, in fact, they have not really begun to exert their strength, when these products really start to exert force, then will it pose a challenge to Tesla? Will it pose a challenge to traditional car brands? There is also a lot of uncertainty and uncertainty.
So we are only looking at the model sales list in the first quarter of 2022, as if Tesla and BYD are temporarily ahead, but how long this lead can last is really difficult to say. The war on new energy SUVs has only just begun.