Today (December 29), Tesla's official account "TESLA Tesla" released a short video titled "What to see when buying an electric car, please say your answer out loud!", the content of the video seems to allude to the ideal car, which has caused some controversy.
In the video, Tesla mentioned that when buying an electric car, you can't just look at the PPT promotion, but you should choose real safety. The video is accompanied by a picture of "the best SUV under 5 million", one of which is suspected to be Li Xiang, the founder of Li Auto, and another shows a photo of a Tesla sedan covered by a collapsed house. Tesla also said that buying a car should not only focus on the exterior decoration, such as refrigerators, color TVs and large sofas, but should pay more attention to the internal intelligent manufacturing such as batteries, motors and electronic controls. It is worth mentioning that refrigerators, color TVs and large sofas have always been regarded as the "three major pieces" of domestic new energy vehicles, and the main products of Li Auto are large color TVs and large sofas.
Before that, there were a lot of sarcastic remarks about refrigerators and color TVs. Geely Automobile CEO Gan Jiayue said in his New Year's message at the beginning of the year: "There is a phenomenon now: either simply add color TVs, refrigerators, massage chairs, or through technology hype that does not land, all of which have achieved some short-term results." It also made some of our colleagues drift with the crowd and be blinded by those unaware cheers and pursuits. However, if Geely also focuses on these aspects of innovation, it will deviate from the law of scientific and technological development and deviate from the true nature of car manufacturing. ”
In the mainland's new energy vehicle industry, competition is becoming increasingly fierce. Many automakers are racing to launch new energy vehicle products and are committed to technological innovation and product upgrades to meet the growing market demand. As the world's leading manufacturer of new energy vehicles, Tesla has maintained a strong competitiveness in the Chinese market.
On the other hand, domestic new energy vehicle brands such as Li Auto, Xpeng Motors, and NIO are also emerging in the market. Through continuous innovation and product upgrades, they strive to improve product quality and technical level in order to stand out in the highly competitive market. These emerging brands have invested heavily in battery technology, autonomous driving, intelligent connectivity and other fields in an attempt to break down the barriers of the traditional automotive industry.
-- Market share of China's new energy vehicle industry
At present, the mainland is one of the world's major producers of new energy vehicles. In terms of sales, BYD is the company with the largest market share of new energy vehicles in mainland China, with a market share of 31.72% in 2022, followed by SAIC-GM-Wuling with a market share of 7.79%. Tesla is in third place with a market share of 7.75%, followed by Geely with a market share of 5.37%. The market share of the remaining brands is relatively low, at more than 5%.
From the perspective of overall revenue performance, in 2022, SAIC Motor will become the listed company with the highest revenue in the midstream of the new energy vehicle industry with a total revenue of 720.988 billion yuan, followed by BYD, with a total operating income of 424.061 billion yuan in 2022.
Zhang Yongwei, vice chairman and secretary general of the China Electric Vehicle 100 Association, said that the competition in the new energy vehicle industry has entered a stage of deep remodeling, and the next two years will become a critical period. He predicts that the production and sales scale of new energy vehicles in mainland China is expected to reach 13 million units in 2024, with a growth rate of about 40%, and the overall penetration rate will exceed 40%. In the passenger car sector, the monthly penetration rate is expected to exceed 50%. He believes that during this period, those companies that should exit the market will basically exit, while those that are successful will rise rapidly.
Li Bin, founder, chairman and CEO of NIO, predicts that by around 2035, Chinese auto brands are expected to account for five of the world's top 10 auto groups. However, it is a matter of opinion which companies will be able to achieve this goal, and NIO will strive to be one of these five.
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For more research and analysis of this industry, please refer to the "Analysis Report on Market Prospect and Investment Strategic Planning of China's New Energy Vehicle Industry" by Qianzhan Industry Research Institute
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