With the release of the March sales data of the Association, the Insurance Regulatory Commission has also released the insurance volume data for March recently. It can be seen that despite the collective price increase of new energy vehicle companies, the new energy vehicle market in March is still "hot". According to the latest data, the cumulative number of new energy passenger cars insured in March was 445,000 units, an increase of 80.9% over the previous month, and the sales of various new energy vehicle companies achieved a substantial increase.
It is estimated that many people know that the amount of insurance, retail volume of the two data is of different significance, in general, the amount of insurance can reflect the real transaction situation of the terminal market and the real choice of the user, after all, the insurance has been completed, and the new car is indeed handed over to the hands of consumers. Therefore, Xiaobian would like to combine the amount of insurance and retail volume to talk about the market situation of new energy in March, and perhaps we can also learn some different information from it.
BYD continues to lead the way, and Xiaopeng leads the new forces of car manufacturing
First of all, let's take a look at the manufacturer rankings, in the retail sales data of the Association, the top fifteen new energy manufacturers in the sales list are BYD Automobile, Tesla China, SAIC-GM-Wuling, Chery Automobile, GAC Eian, Xiaopeng Automobile, Changan Automobile, Great Wall Motor, Geely Automobile, Nezha Automobile, Ideal Automobile, Zero-run Automobile, Weilai Automobile, FAW-Volkswagen, and SAIC Volkswagen.
In the data of the Insurance Regulatory Commission, the top 15 insurance companies in the list of new energy vehicle companies are BYD Automobile, Tesla Motors, SAIC-GM-Wuling, Chery Automobile, GAC Passenger Cars, Xiaopeng Motors, Great Wall Motors, Geely Automobile, Changan Automobile, Ideal Automobile, Nezha Automobile, Weilai Automobile, SAIC Passenger Car, Zero-Run Car, and FAW-Volkswagen.
Through these two lists, it can be seen that among the top 15 new energy vehicle companies in terms of sales, 9 have doubled their growth year-on-year, and 11 new energy vehicles have sold more than 10,000 vehicles per month. From the ranking point of view, BYD is still the top of the list, the proportion of sales of each model, BYD's fuel vehicle sales in March are only 2561, while the rest are new energy vehicles, once again using actual data to prove the correctness of "discontinued fuel vehicles".
It is followed by Tesla and SAIC-GM-Wuling, both of which have performed well in their respective fields. Among the new force enterprises, Xiaopeng Automobile ranked sixth with a score of 15,000 vehicles in March, leading the ideal, Nezha and zero running, and continued to lead the first camp of the new forces, while Wei had no time to run out of the first echelon camp.
Zero-run cars and Changan automobiles have a large difference in insurance volume and sales
It is worth noting that by comparing the two lists, it can be seen that in addition to the small difference in the overall ranking, the largest difference in retail volume and insurance volume is Changan Automobile and Zero Run Automobile.
The first is Changan Automobile, whose new energy retail sales in March were 15,233 units, an increase of 273.7% year-on-year, ranking 7th in sales announced by the Association of Automobile Manufacturers, while the number of new energy insurance in March was 11,716 vehicles, a difference of 3,517 vehicles compared with retail sales, and its manufacturers fell two places to rank 9th.
From the above data, it can be seen that Changan Automobile still has a certain pressure library situation. Of course, in the context of lack of cores and rising raw materials, many models have been delayed in delivery. However, Changan Automobile's overall sales ranking rose to second place in March, and its performance in the entire first quarter was also the best domestic independent brand.
In addition, at the 2022 Changan Automobile Global Partner Conference on April 13, Changan Automobile announced a new new energy brand "Changan Deep Blue", with the arrival of Auchan Z6, LUMIN (Glutinous Rice), C385, and Avita 11 jointly built by Changan, Ningde Times and Huawei, Changan Automobile seems to have begun to make full efforts to the new energy sector.
Another typical is the zero-run car, through the data released by the zero-running car, the delivery volume of the zero-running car in March exceeded the 10,000 mark (10,059 units delivered in March, an increase of 193% month-on-month), and the delivery volume exceeded that of WEILAI in March, ranking among the first echelon of the "10,000-car club" for the first time. In March, the number of new energy vehicles was 7744, a difference of 2315 vehicles compared with retail sales, and its manufacturers fell two places to rank 14th.
If you only look at the delivery data in March, the delivery volume in March of Zero Run increased by 193% month-on-month, which is not inferior to Xiaopeng, Nezha and Ideal in the front, and even better than Weilai's 9985 vehicles. However, in the eyes of most media agencies, the excellent performance of zero running is indeed a bit mixed with "moisture" (most of the sales are contributed by the zero-run T03 positioned A0). The reason is that I am in "The zero-run car in prison, can it still lead?" " has also been elaborated, interested can pay attention to it.
Auto Network Review: The hot sales are true, but the impact has not yet appeared
It can be seen that although the first quarter of this year was affected by multiple factors such as the epidemic and the price increase of raw materials, there were also more than 20 car companies and 50 models of collective price increases, but from the data of retail sales and insurance volume in the first quarter of this year, the actual impact of price increases on sales has not yet appeared, but it has shown a "rising and buying" posture, it seems that the price increase will not affect the sales of new energy vehicles.
In this regard, Cui Dongshu, secretary of the Association, pointed out that the delivery of new energy vehicle companies in March is generally the orders at the end of last year and January-February this year, so the price increase has little impact on the actual delivery volume in the first three months. He expects the impact of price increases on sales to be truly felt in May.
Of course, it is more noteworthy that there are also individual car companies that have a clear gap in retail sales and insurance volume. Although there are many factors, some do need to pay attention to the problem of pressure banking, and some also need to solve the problem of insufficient production capacity as soon as possible. However, in addition to hot sales, manufacturers still need to pay more attention to whether the problems behind them will affect the development of the brand.
Finally, do you think sales of new energy vehicles will continue to climb in the future? How long can BYD sit on the throne? Can Zero Run become a "dark horse" for new forces? Welcome to leave a message below to discuss.