According to the statistics of tram resources, in March, the sales of new energy logistics vehicles rose due to multiple factors, and the overall sales volume was 20,120 units (including 1,753 cross-type passenger cars), an increase of 119% month-on-month.
The monthly sales of the top runner-up companies are: Ruichi New Energy (2192 units), Geely Commercial Vehicles (1959 units) and Dongfeng Motor (1774 units). Including the champion and runner-up, the companies with sales of more than "1,000 vehicles" include Changan Kaicheng, Karry New Energy, Guangxi Automobile, and Xinyuan New Energy.
In March, how will the sales and rankings of various car companies change? What new faces will emerge in the TOP10 rankings? Get a sneak peek at the tram resources.
Ruichi /Geely/Dongfeng ranked in the top three, "the top 7 broke through 1,000"
In March 2022, the new energy logistics vehicle market achieved a pattern of "top 7 and thousands", of which Ruichi New Energy broke 2,000 vehicles, 2192 vehicles, accounting for 12.71% of the city, winning the championship throne for the consecutive years.
Geely Commercial Vehicles, which is in the second place, is very online, and the monthly sales of Guanruichi New Energy are only 233 vehicles, with sales of 1959 vehicles, accounting for 11.36% of the market share. It is reported that Geely Commercial Vehicle released two new remote StarShare V products in February, positioning itself as the "leader in the big space".
Dongfeng Motor's sales of new energy logistics vehicles jumped from 6th place in February to the third place in March, with a total of 1,774 units sold, and the market share increased by 2.9 percentage points.
In addition to the runner-up and runner-up sales, the sales volume exceeded 1,000: Changan Kaicheng (1661 vehicles, 9.63%), Kerry New Energy (1599 units, 9.27%), Guangxi Automobile (1278 vehicles, 7.41%), Xinyuan New Energy (1049 vehicles, 6.08%).
Compared with February, in the TOP10, Shenlong Bus rushed into the top ten with sales of 541 vehicles, ranking 9th. In February, Shenlong bus sales were 123 units, ranking only 15th.
From the perspective of enterprise concentration, in March, the sales volume of TOP10 car companies totaled 13,327 vehicles, accounting for 77.29% of the entire market, up 3.5 percentage points from the same period last year (73.8%).
First quarter: Ruichi first Changan Kaicheng increased the most year-on-year
From January to March 2022, the total sales volume of new energy logistics vehicles was 35,595 units (including 3,514 crossover passenger cars). Tram resources combined with the same period last year data, to see what changes?
In the first quarter, Ruichi New Energy was still a "first brother on the list", with cumulative sales of 3549 vehicles, an increase of 31% year-on-year.
Compared with the sales volume in the first quarter of 2021, the company with the largest cumulative increase year-on-year is Changan Kaicheng. In the first quarter of 2021, Changan Kaicheng sold 577 vehicles, and in the first quarter of this year, the sales volume reached 2795 vehicles, an increase of 384.4% year-on-year, and the growth momentum was particularly rapid.
In addition, Geely Commercial Vehicles and SAIC Maxus are not inferior, ranking 2nd and 8th respectively, with sales of 3018 units and 1586 units respectively in the first quarter, with a year-on-year increase of more than 2 times, 238.7% and 262.9% respectively.
Previously, the China Automobile Association said that automobile production and sales in March fell year-on-year, while commercial vehicle production and sales in the first quarter also showed a rapid downward trend year-on-year. However, overall, compared with the same period last year, the new energy logistics vehicle market is moving upwards, and the top ten companies have achieved positive growth year-on-year, with a total sales of 21,601 top 10 companies, a cumulative increase of 108% year-on-year.
Sales growth crypto and market forecasts for this year
Why did the sales volume exceed 20,000 units in March, close to the sales volume in December last year (23,201 units)? Under the trend of rapid growth, what kind of new heights will the total sales volume hit this year?
For the surge in sales in March, Fan Yongjun, secretary general of the Chengdu New Energy Automobile Industry Promotion and Application Promotion Association, summed up two major reasons in an exclusive interview with tram resources: First, January and February were affected by the double impact of annual subsidies and the Spring Festival, which was the traditional off-season, march was the month after the holiday, the entire industrial chain was full of horsepower to develop production, and the demand increased significantly, so it led to a sales situation of low opening and high walking in the first quarter. Second, in the second half of last year, various pressure factors in the industry have been revealed, and the countermeasures taken by enterprises to stabilize growth and promote development have played a positive role. For example, the national subsidy slope and price increase have psychological endurance, and sufficient inventory and timely adjustment of financial service programs have been made to ensure that the price of new energy logistics vehicles in the first quarter is relatively stable (relative to the price increase of new energy passenger vehicles). This has accelerated the conversion of the rental car demand of potential customers in the wait-and-see period, and to a certain extent, it has boosted sales.
In addition, some insiders said that due to the impact of the new crown pneumonia epidemic, material distribution urgently needs vehicles, resulting in a significant increase in sales of new energy logistics vehicles. At the same time, the choice of unemployed middle-aged people to become freight drivers caused by the epidemic is also conducive to sales growth.
"It is difficult to double the sales volume of this year last year, and the 30% increase over last year is not a big problem, and the total sales are expected to be about 200,000 vehicles." Secretary General Fan Yongjun is cautiously optimistic about the new energy logistics vehicle market this year. He said that due to the impact of the epidemic and the price increase tide, the impact on sales throughout the year remains to be seen.
brief summary:
The market in March entered the traditional peak season as scheduled, and whether the traditional off-season new energy logistics vehicle market after the peak season can maintain such a strong momentum and continuously break through the sales high point.
This is a topic that tram resources cannot avoid when they recently visit shenzhen distribution operators. In this regard, most of the views believe that the battery cost accounts for about 40% of the cost of the vehicle, the price increase of the tram cannot be alleviated in the short term, the inventory in the first quarter is basically sold out, and the new energy logistics vehicle in the second quarter will most likely usher in a general price increase, which will bring pressure on the annual sales. However, 2022 is the last year of the national supplement, and the "last train" effect may dye the annual sales with a brilliant sunset.
The overall sales of new energy logistics vehicles this year are expected to reach more than 200,000 units, what do you think about this? Feel free to leave your opinion in the comments section.