"New forces" strongly drive the new energy vehicle market
2022-04-08
Recently, the production and sales data of several auto enterprises in the first quarter were released, and new energy vehicles continued to maintain a high growth trend. With the continuous optimization of technology, policy, market and other factors, the new energy vehicle industry is in a new opportunity period of rapid development. As an important part of it, the market pattern of new car making forces is also quietly changing. Not only "weilipeng" and other new car making enterprises are growing steadily, a number of cross-border integrated high-end new energy vehicle brands are also emerging, and the team of new car making forces is growing. The performance of the new forces of car making is eye-catching According to the statistics of China Automobile Industry Association, 765000 new energy vehicles were sold in the first two months of this year, a year-on-year increase of 1.5 times, and the market share reached 17.9%. The latest production and sales data of several auto enterprises also show that new energy vehicles continue to maintain a high growth trend. Among them, BYD's production and sales of new energy vehicles exceeded 100000 in March, a record high. At the same time, BYD officially announced that it would stop the whole vehicle production of fuel vehicles from March 2022. In the future, BYD will focus on pure electric and plug-in hybrid vehicles in the automotive sector. This also marks that BYD has become the first auto enterprise in China to officially announce the shutdown of fuel vehicles. The cumulative sales volume of Xiaopeng, ideal, Nezha and other new car making forces exceeded 30000 in the first quarter. Xiaopeng automobile has won the championship of delivery of new forces of car making for three consecutive quarters. In the first quarter of this year, Xiaopeng delivered 34561 vehicles, with a year-on-year increase of 159%, of which 15414 vehicles were delivered in March, with a year-on-year increase of 202.1% and a month on month increase of 147.6%. The delivery of its core popular model P7 reached 9183, a new high of 9000 in a single month. By the end of the first quarter, the cumulative delivery of Xiaopeng cars had exceeded 170000. The delivery volume of ideal cars reached 11034 in March, with a year-on-year increase of 125.2% and a month on month increase of 31.1%, and the sales volume increased steadily. Previously, ideal car reached the top in February, and the sales volume of new forces was the first. In the first quarter of this year, 31716 vehicles were delivered, a year-on-year increase of 152.1%. Although it is a new force in front-line car manufacturing with Xiaopeng and ideal, the growth rate of Weilai automobile is relatively low. 9985 cars were delivered in March, with a year-on-year increase of 37.6% and a month on month increase of 62.9%. In the first quarter of this year, Weilai automobile delivered 25768 new cars, a year-on-year increase of 28.5%. At the same time, second tier new car manufacturers such as Nezha and Zero run are catching up, with monthly sales exceeding 10000. According to the production and sales data released by Xiaokang shares, the production and sales of new energy vehicles in March were 6480 and 7451 respectively, with a year-on-year increase of 123.53% and 164.69% respectively; In the first quarter, the cumulative production and sales volume were 17391 and 14200 respectively, with a year-on-year increase of 296.87% and 207.43%. Among them, the sales volume of the main model Thalys in a single month was 3160, a year-on-year increase of 13 times, and the cumulative sales volume in the first quarter was 5044, a year-on-year increase of about 12 times. In terms of the proportion of models, the sales volume of new energy vehicles of Xiaokang shares in March has exceeded 30%. The consumption heat of new energy vehicles continued Recently, under the pressure of the soaring price of raw materials upstream of power batteries and the decline of subsidies for new energy vehicles, new energy vehicle enterprises have set off a wave of price rise. From the production and sales data in the first quarter, it seems that the end consumption enthusiasm has not been affected in the short term, but the subsequent impact remains to be verified in time. Analysts believe that the impact of the price rise of new energy vehicles and the epidemic is expected to be reflected from May to June. However, under the negative effect of the continuous rise in oil prices and the continuous narrowing of the preferential range for fuel vehicles, it is expected that automobile consumption will shift to electric vehicles. The continuous upgrading of models and consumers' acceptance of electrification are the strongest driving force. The price rise will not affect the medium and long-term demand, and is still optimistic about the continuous growth of new energy vehicle sales in the second half of the year. "In the past, people used to use new energy vehicles more as alternative vehicles, or they could only buy new energy vehicles because there were no indicators, or a few early adopters were willing to buy them, but now more and more users have higher and higher acceptance of new energy vehicles, especially high-end electric vehicles, and the consumption of new energy vehicles has developed from the early adopter type in the past to the popular and popular type now." Wang Qiufeng, deputy general manager of BAIC new energy and President of Jihu, said. This transformation is not only a major opportunity but also a great challenge for new energy vehicle enterprises. "Early adopters have higher requirements for technology and intelligence, but lower requirements for other aspects. However, when the industry enters the stage of universal purchase, the needs of customers will change a lot. Many customers emphasize the basic elements of vehicles such as product quality and vehicle control, and pursue the intelligence and ecology of products." Fan Jingtao, executive deputy general manager of BAIC new energy, said. In addition, policy support is also an important reason for the rapid development of new energy vehicles. In October 2020, the general office of the State Council issued the new energy vehicle industry development plan (2021-2035), which proposed to focus on integration and innovation, break through key core technologies, optimize the industrial development environment, and promote the high-quality and sustainable development of China's new energy vehicle industry. In January this year, Guangxi released the 14th five year plan for the development of new energy vehicle industry, which clearly proposed to vigorously develop pure electric vehicles, hybrid vehicles and fuel cell vehicles, vigorously improve the R & D level of intelligent networked vehicles, improve the level of intelligent manufacturing, build the whole automobile industry chain, and build a new ecosystem of new energy vehicles, including cluster development ecosystem, collaborative innovation ecosystem, intelligent sharing ecosystem Application service ecosystem, etc. The ranks of new forces continue to grow With the promotion of policies and the development of new energy vehicles entering a high-quality stage, the cross-border integration of automobile OEMs, Internet companies and software companies has promoted the rapid development of new energy vehicle industry and accelerated the survival of the fittest. At the same time, a number of traditional automobile enterprises have successively launched their high-end new energy vehicle brands, and are closer to the network era in terms of products, models and other aspects, promoting enterprise transformation and upgrading, and the team of new forces in car making is growing. Jihu automobile is a high-end new energy vehicle brand under BAIC group. It is refreshing in terms of product appearance, performance, function and marketing mode. In 2021, Jihu brand added 6000 car owners and achieved zero negative comments on Jihu products from 6000 car owners. "The zero negative feedback of car owners makes us more confident in technology and manufacturing, forming a high-end and high-quality product force." Dai Kangwei, manager of BAIC bluevale and general manager of BAIC new energy, said that in the past two years, BAIC bluevale's investment in R & D accounted for more than 20%. In order to cope with the more fierce market competition in 2023 and 2024 and improve the product power, the R & D investment will be doubled this year. Not only in terms of research and development, facing the new market demand, BAIC bluevale has carried out all-round upgrading in terms of products, technology and services. From the end of last year to the beginning of this year, BAIC Blue Valley established a special development team of 700 people. This team is not responsible for developing the specific engineering design of the whole vehicle, but only does consumer demand research, including the identification of consumer excitement points, the testing of consumer excitement points, and the grinding of feasibility, and has established its supporting basic laboratory. According to Dai Kangwei, Jihu has set a sales target of 40000 vehicles this year. In 2023, an SUV and a car will be launched, and the whole product matrix of Jihu will be further enriched. Similar to BAIC Jihu, a number of high-end new energy vehicle brands of traditional automobile enterprises such as GAC ea'an, Chang'an uni, Dongfeng lantu and Geely geometry have been popular in the market. Cui Dongshu, Secretary General of the national passenger car Federation, said that despite the adverse factors such as the epidemic, chip shortage and rising raw material prices, China's new energy passenger cars have continued a high growth trend. It is expected that the production and sales data in the first quarter will still double, and China's new energy vehicle market share in the global market will rise to a new high of 65%. (Xinhua News Agency)
Edit：He Chuanning Responsible editor：Su Suiyue
Source：Economic Information Daily
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