New car sales in China and the United States: Is Laomei not affected by the epidemic? Tesla surpasses the BBA across the board!

Recently, the US media "edmunds" released the first quarter of 2022 US new car sales data, due to the chip shortage and the epidemic and other continuous impact, the first quarter of new car sales of 3.319 million units, down 15.7% year-on-year, almost the lowest level in the past 10 years. In contrast, the domestic market is even stronger, with passenger car sales of 5.44 million units in the first quarter, an increase of 8.8% year-on-year.

The contrast of the overall results, finally landed on the sales change of new energy, in the first quarter, the domestic traditional fuel vehicle sales fell by 18% year-on-year, the growth rate of new energy categories was as high as 146.6%, accounting for more than 11% of new car sales; and according to the rough statistics of "Edmunds", the first quarter of the United States new energy sales growth was 2 times that of the same period last year, at about 58%, consumer enthusiasm was higher than at any previous moment, but new car sales accounted for only more than 5%.

You know, this is still stimulated by the surge in oil prices caused by the war, favorable policies and the increase in new cars. Compared with the top 10 hot models in the first quarter of the two countries, we can feel this difference more, or that the domestic market has been broken by new energy, but the US market is still traditional, and Edmunds even feels that "they don't like electric cars, but Tesla is an exception."

The United States is "electrically slow", and 80% of women have no feeling for "new species"

First of all, the same points, the two tables have presented, the local car companies and overseas car companies are anxious competition, and the proportion of their respective local models are about half, but the performance of the US market is more traditional, pickup trucks shortlisted 4, 1 car, the rest are all SUVs, Model Y for the first time in the name of "electricity", among the top ten, Japanese still occupy the dominance of overseas brands.

On the other hand, the domestic market, if it is in 2020 before the new energy surge, the "daily content" of the two tables should be more than 40%, but in the current domestic Top10, cars and SUVs account for half of each, the top 6, 4 are new energy models, and in addition to the Camry, all traditional fuel vehicles have a certain degree of sales decline, while new energy vehicles have soared year-on-year.

This also shows that the domestic market is shifting to new energy faster, which is mainly the difference between the price and the perception of use.

According to research and analysis firm Jato, since 2011, the price of electric vehicles in The country has fallen from 41,800 euros to 22,100 euros, a drop of 47%, but the United States has risen from 33,292 euros to 42,568 euros, an increase of 28%.

In fact, we have flipped through the sales rankings of the US market in the past 3 years, and the top 10 models have not changed much, which also means that new energy models have not yet opened a gap. The US media "edmunds" believes that American consumers pay more attention to the use of value retention rate, quality stability and other use issues, as a new species, electric vehicles lack of reputation in this regard, and charging and mileage problems, has been around.

In the latest survey, 49% of household car purchases are dominated by women, accounting for nearly half, more than 80% of female users are not interested in electric vehicles, on the one hand, the use of habits, women value economy over performance, the cool screens and new ways of operating of trams, will increase the cost of learning, and charging and mileage anxiety make them insecure. On the other hand, between fuel costs and electricity bills, female car owners lack the perception of reducing the cost of use, and 63% of users do not even understand the subsidy details.

Not absolutely, a few days ago, a small partner in the United States exposed on the short video platform: now fill a tank of fuel about 882 yuan, coupled with the electrification of popular models such as F-150, "Edmunds" said: In the future, new energy sales in the US market or further release, after all, Tesla has increased by 68% year-on-year.

The happiness index of domestic users is high, and Tesla blocks the BBA into fact?

In the first quarter in the United States, Tesla also completed the BBA in terms of sales, becoming the best-selling luxury brand, ranking 4th in manufacturers, second only to Chevrolet. Among them, the Model Y performed the best, with sales of 71,358 units in the first quarter, an increase of 89%, close to the performance of 74,681 vehicles in China.

But on whether the U.S. new energy market will continue to soar, the U.S. media "Cars.com" is not as optimistic as "edmunds": mainly the imbalance in sales distribution, in the United States, Tesla sales accounted for 75.8% of the entire market, sales ranked after the Model Y, the lower price of Ford Musko Mach-E, Hyundai Ioniq 5 and Nissan Leaf, etc., the average sales in the first quarter was only around 5,000 vehicles, not ideal.

At the same time, Tesla's technology, endurance and consumer experience and other aspects, other brands are difficult to make up in a short period of time, and once the oil price falls, most users' "electric heating" will also cool down rapidly.

In contrast, the development of new energy in China is more stable. On the one hand, it is the tolerance of new forces, including: Model Y has become the top SUV sales, Xiaopeng P7 has become the first new force pure electric model to break 100,000, and the ideal ONE sales force to pressure Highlander, the price of these new energy models is not low, considering the retention rate and other issues, the reduced fuel cost does not necessarily reduce the cost of use, but there is still consumer support, which means subjective love.

On the other hand, the price and category are complete, not only 3-1 million yuan of pure electric models, for charging and mileage and other pain points, as well as hybrid and range-increasing solutions, in the context of gasoline price increases, the happiness index of buying a car is also higher.

Incomplete statistics, including Xingtu Star Core, Geely Raytheon, BYD DM-i, Wei brand DHT-PHEV and Trumpchi Julang, almost all mainstream Chinese brands have launched their own hybrid platforms and technologies, which not only breaks the inherent "two fields" monopoly, but also truly decentralizes cutting-edge cutting-edge technology, allowing consumers to get more suitable choices within a reasonable price range, and BYD, which has soared in sales, is the most direct example.

summary:

Putin once said that "the army is not strong, there is no initiative", for the automobile market, technical strength and advanced degree, is also a weapon in the face of change, with reference to the overseas market, we can feel the progress of the mainland automobile industry more, it is precisely because there are hard Chinese brands in, we can buy more satisfactory, reasonable price of good cars.

In addition, in the first quarter, Tesla in China, has climbed to the second-tier luxury head position, followed by Audi, do you think the future is the BBA smoothly defended, or Tesla's strong "double kill"?