Competition in the new energy vehicle market has intensified, and the seating position of new energy vehicle companies has continued to change. The sales of Tesla and SAIC-GM-Wuling, which were soaring all the way, were once again surpassed by BYD in July.
According to the data released by the Federation of Passengers on August 11, there are five companies with new energy wholesale sales exceeding 10,000 vehicles in July. Among them, BYD took the championship with sales of 51,000 vehicles, followed by special sales of 33,000 vehicles. Slug China and SAIC-GM-Wuling ranked third with 27,000 vehicles. In addition, the sales of SAIC Motor Passenger Cars and GAC Aeon have exceeded 10,000 units. In the monthly sales of new energy car companies this year, BYD has won the championship for two consecutive months. However, SAIC-GM-Wuling was runner-up in June, and Tesla China ranked third.
A reporter from China Business News combed through relevant data and found that in the monthly sales ranking of new energy car companies this year, Tesla only won the championship in May. From January to April, SAIC-GM-Wuling ranked first, and Tesla sold more than BYD in three months. But since May, SAIC-GM-Wuling has lost the championship position for three consecutive months. The reason for the higher sales of SAIC-GM-Wuling is the rapid development of its small electric vehicle Wuling Hongguang MINI EV. This segment of the electric vehicle market has performed well in the past two years. From the perspective of the global market, Wuling Hongguang MINI EV once surpassed Tesla Model 3 and took the title of monthly sales champion of global electric models. However, Wuling Hongguang MINI EV also failed to maintain the position of the champion model, and slipped to third in the global electric vehicle sales rankings in the past two months. Euler brand marketing general manager Yu Fei said in an interview with a reporter from China Business News: “Electric vehicles are now in a dumbbell-shaped layout (large at the two ends and small in the middle). Finally, they will return to the same market structure as a petrol vehicle. Start with a dumbbell. The layout of the company returns to a columnar shape, and finally becomes a spindle-shaped sales structure. Especially low-end products will slowly disappear like oil trucks.”
It is worth noting that, in the sales structure of Tesla China, the proportion of exports in July was relatively large, while domestic sales were relatively weak. Tesla China sold 33,000 vehicles in July, of which 24,000 were exported. In other words, Tesla’s domestic sales in July failed to exceed 10,000, while Tesla delivered 28,000 domestically in June. “Tesla’s sales statistics system is based on quarters. In order to ensure the maximization of quarterly sales, generally the first month of the quarter is mainly to protect the foreign market, because after the export from China in July, it can only be sold in Europe in August. . Therefore, it is a normal market performance that Tesla’s domestic sales in China did not reach the level of 10,000 this month.” Cui Dongshu, secretary general of the Federation of Transportation, told reporters. Currently, Tesla is expanding its production capacity. With the launch of Model Y and other models, Tesla’s sales are expected to grow further.
In the past few years, BYD has been leading the electric vehicle market. With the rapid development of new powers such as Tesla and SAIC-GM-Wuling, BYD’s market share has been squeezed to a certain extent. However, judging from the performance of the past two months, with the enrichment of the product lineup and its heavy investment in core technologies such as batteries, BYD is once again the king. In addition, BYD has a solid accumulation in the domestic plug-in hybrid field. In July, BYD’s sales of plug-in hybrid models reached 25,000, an increase of 24% from the previous month, which promoted the overall growth of affordable plug-in hybrid models. “With the continuous increase in oil prices, traditional vehicles are facing certain sales pressures, while new energy vehicles have performed relatively well, especially the performance of A-class new energy vehicles. BYD is one of the representatives. It competes with joint venture brands with a low-price and parity strategy. , Has obtained a good market performance, this potential is great.” Cui Dongshu said.
According to data from the Passenger Federation, in July this year, the wholesale sales of new energy passenger vehicles reached 246,000, a year-on-year increase of 202.9%. In the first seven months, the wholesale of new energy passenger vehicles reached 1.339 million units, an increase of 227.4% year-on-year. The Travel Association pointed out that in July, new energy vehicles formed a strongly differentiating trend from traditional fuel vehicles (declining sales), which achieved a substitution effect on the fuel vehicle market and promoted the pace of transformation of the vehicle market to new energy.
In terms of categories, the wholesale sales of pure electric vehicles in July was 198,000, a year-on-year increase of 205%; the sales of plug-in hybrid vehicles was 47,000, a year-on-year increase of 196%, accounting for 19%. In July, the sales of high-end electric vehicles grew strongly, and the low-end and mid-end trends were strong. Among them, the wholesale sales of A00-class electric vehicles was 60 thousand, accounting for 30% of the pure electric share; A-class electric vehicles accounted for 29% of the pure electric share, rebounding from the bottom; B-class electric vehicles reached 49,000, accounting for the share of pure electric The proportion is 25%.
In addition to the five companies that have sold more than 10,000 new energy vehicles, new car-making forces such as Weilai, Ideal and Xiaopeng are also gaining momentum. In addition, the total sales of North and South Volkswagen’s new energy vehicles among the mainstream joint venture brands reached 11,000, accounting for 57% of the market share of mainstream joint venture electric vehicles. However, the acceptance of pure electric vehicle products by luxury car companies still needs to be greatly improved.
“Looking at it now, it is not a problem for the annual domestic sales of new energy vehicles to exceed 2 million units this year. In particular, the proposal of the’dual carbon’ goal will further optimize the internal and external environment for the development of new energy vehicles.” Deputy Secretary-General of the China Automobile Association Shi Jianhua said not long ago that with the advancement of new energy vehicle technology and the increase in cruising range, consumers are becoming more and more accepting of new energy vehicle products, and the new energy vehicle market has entered a real marketization stage. Return to Sohu to see more
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