In the first half of April 2024, the penetration rate of wholesale sales of new energy vehicles exceeded 50%, which immediately caused heated discussions in the whole industry.
However, according to the author's observation and analysis results, new energy vehicles still cannot replace fuel vehicles in the short term, the reason is that the sales growth of new energy vehicles is not to obtain a large market share of fuel vehicles, but to open up a new market, and this market has long been abandoned by fuel vehicles, that is, small and micro hatchbacks.
Referring to the chart below, this is the ranking of sedan sales in the 16th week of this year.
There are five new energy sedans in the top 10, namely BYD Seagull, Qin PLUS DM-i/EV, Destroyer 05 and Wuling Hongguang MINIEV, and there are two small and micro cars in these five units, among which the BYD Seagull with the highest sales volume is a small car, and Wuling Hongguang MINIEV is a mini car. The remaining BYD Qin PLUS series and Destroyer 05 are compact sedans, which are positioned in the same position as the Nissan Sylphy and Volkswagen Lavida in the top 10, but the joint venture brands also include the mid-range sedan Volkswagen Passat, the high-end sedan Mercedes-Benz C-Class and the Audi A6L.
In short, the highest-selling vehicles in domestic sedans are mainly mainstream cars and entry-level cars, and there is a lack of mid-to-high-end best-selling sedans. The popular brands of mid-to-high-end cars are the main reference for users in the mainstream car market to choose cars, so it is difficult to maintain long-term hot sales only by relying on cars such as Qin PLUS, Destroyer 05 or Seagull.
At this stage, independent brands should do what they need to do is to improve the mid-range sedan product line, reduce the proportion of "new energy concept premium", and accelerate the promotion of mid-range new energy cars and fuel vehicles at the same level and the same price;
For example, Xiaomi SU7, Zhijie S7, Star Era ET and other cars are a little "upright", BYD Han DM/EV, Seal and other cars are cutting prices, but these drive platform more traditional models have no obvious advantages in terms of product power;
Epilogue:
The overall penetration rate of new energy vehicles in the 16th week was 44.8%, which was lower than that of the previous week, and it was not as good as the penetration rate in the first half of the month. It seems that the price war of mid-range new energy vehicles is not fierce enough, but it is believed that some brands will launch new models or preferential programs that can break the situation during the Beijing Auto Show, and the price war of mid-range sedans may start a new round of competition from May, and the degree may be unprecedented. #新能源销量情报站# #24年第16周新能源车销量出炉#
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