As we move into mid-April, the data performance of the automotive industry in March has been released. Unlike the previous situation in which FAW-Volkswagen and SAIC Volkswagen dominated the sales list of manufacturers, Xuanyi/Langyi, Haval H6 sat firmly in the sales championship of cars and SUVs, the gradual popularization and rapid development of the new energy industry has spawned a new sales growth point. Such as Wuling Hongguang MINI EV, Tesla Model Y, BYD Song PLUS, all show strong sales potential.
Of course, the success of a model does not mean the success of the entire brand, from the perspective of manufacturer sales, which companies have stronger strength? Not long ago, the Association announced the sales ranking of manufacturers in March, after reading this list, it is clear how the major brands stand in the new energy market.
Watch point one: BYD strength "educate" Tesla
When it comes to new energy vehicle companies, BYD and Tesla are brands that cannot be avoided in any way, and from the perspective of market performance in March, the two can be described as distinctive.
There is no suspense that BYD ranked first among new energy manufacturers in March with a record of selling more than 100,000 vehicles, and also announced earlier this month that it would "officially stop production of fuel vehicles" and devote itself to the energy track. In terms of sales last month, BYD's DM-i hybrid and pure electric series product sales exceeded 50,000 vehicles, each occupying half of the country, whether in the "transition period" or "full pure electric era", BYD can sit back and relax.
In comparison, Tesla's sales performance is not bad, even if there are only two models, but the monthly sales of 65754 vehicles, steadily occupy the second position of the list. According to Tesla's delivery law, the production capacity of Tesla (China) factories in the last month of each quarter will be prioritized for the domestic market, so if you look at its overall data in the first quarter of this year, Tesla's average monthly sales are about 36,000 units.
It is not difficult to see that although Tesla is the "darling" of the new energy era, whether it is from the perspective of product lineup, production capacity strength, or supply chain system, HOLDING DM-i super hybrid, blade battery, and BYD, which has independent research and development of "three electric technology" and supports independent production, will have more advantages. The competition between the two will certainly be more intense in the future.
Watch point two: the new independent forces are still too young
The reason why BYD can walk in the forefront of most traditional car companies, on the one hand, stems from its years of experience in the field of power batteries, the research and development of plug-in hybrid / pure electric vehicles can be described as a light car familiar road, on the other hand, because its dependence on the fuel market is not strong, can easily shake off the "fuel burden". At the same time, many new car-making forces "starting from scratch" have also become the focus of attention of the car market in recent years.
Although as early as 2015, new car-making forces were born one after another, after research and development, testing, mass production, listing and promotion and popularization, the new forces with monthly sales exceeded 10,000 were not born until the past two years. Taking the Data of March, Xiaopeng Automobile, Hezhong New Energy (Nezha Automobile), Zero-run Automobile and Ideal Automobile have become "10,000 households", and they will continue to launch new models this year to further expand the product lineup. The main "high-end" market of Weiwei brand sales of only 9985 vehicles per month, compared with the BBA and other traditional luxury brands of pure electric products, is also a good report card.
If only from the perspective of the new car-making force camp, the performance of the above brands is enough to be called "head", but in the entire new energy list, their advantages are not obvious. Leaving aside SAIC-GM-Wuling and Chery New Energy, which focus on the micro-pure electric market, GAC Aion S and AION Y's monthly sales easily exceeded 5,000 vehicles, boosting brand sales to exceed 20,000 for the first time; the monthly sales of Changan New Energy and Great Wall Motors (Euler Automobile) are also about 15,000 vehicles, which also has a strength that cannot be underestimated.
From the perspective of the entire industry, factors such as subsidy shrinkage and rising raw materials will indiscriminately affect the development of new energy vehicle companies; but compared with the new forces of car manufacturing, traditional car companies have a stronger ability to integrate resources and resist risks, and will be more calm in the face of strong winds and waves. Therefore, if the new car-making forces want to truly grow, they also need to rely on the accumulation of time and technology.
Highlight three: the joint venture brand has been reduced to the bottom
As mentioned at the beginning, in the fuel era, in addition to the three major independent brand "leaders" of Geely Automobile, Changan Automobile and Great Wall Motors, which can squeeze into the top ten of the list, the joint venture car companies have always held the leading power of China's automobile market. However, in the field of new energy, FAW-Volkswagen and SAIC Volkswagen, which have relatively good sales, have only 6,000 or 7,000 vehicles per month, which can only be regarded as the "bottom" performance on the list.
Obviously, compared with Toyota, General Motors and other established joint venture car companies, Volkswagen Group's action is significantly faster, earlier than last year's introduction of ID.3, ID.4, ID.6 and other products, whether from the perspective of styling design, or power performance, are remarkable. However, the standard for evaluating the quality of new energy models has long been separated from the previous focus on "three major pieces", and there is still a long way to go for the joint venture brand in terms of brand marketing and intelligent configuration.
In addition, in the current joint venture and even luxury brand field, there are still many "oil to electricity" products, but because of their high price, it often causes a situation of "no market". Therefore, if you want to continue to maintain a leader in the field of new energy, the joint venture brand also needs to accelerate independent research and development, and it does not matter if it starts late, as long as the product strength is strong enough, the future is still possible to catch up later.
Conclusion: The new energy market represents a new racing track, but also means more possibilities. With the increasing maturity of Chinese consumers' car purchase concepts, it is difficult for products to achieve long-term development; at the same time, the new energy track that tends to be "involuted" is bound to bring more choices, at least for consumers, it is not a bad thing.