The general trend of new energy vehicles is irreversible April this year may be the most bleak moment in the domestic car market in recent years, but new energy vehicles have become the only focus. According to the data of the passenger Federation, the sales volume of domestic car market in April was 1043000, a year-on-year decrease of 35.5% and a month on month decrease of 34.0%. However, in this environment of "winning without falling", new energy vehicles reversed the trend and sold 282000 vehicles, a year-on-year increase of 78.5%.
Who is eating meat and who is drinking soup behind the counter trend take-off of new energy vehicles
Recently, the domestic insurance volume data of new energy vehicles in April was freshly released, revealing the answer for us. According to national regulations, compulsory insurance must be purchased for new cars on the road, so the insurance data is the most real sales data, reflecting the real sales of the car market.
After finding several key things on the car, the team checked the data:
- In April, the insurance volume of conventional energy vehicles decreased by 49.7% year-on-year, new energy increased by 57.7% year-on-year, and the overall car market decreased by 38.8% year-on-year - new energy vehicles took off against the trend.
- The proportion of new energy insurance has reached 26% of the total insurance, of which hybrid runs faster than pure electricity.
- The sales figures released by some enterprises are quite different from the figures of Shanghai insurance, with a difference of about 10% + 10%.
- Domestic cars have become the sales leader of new energy vehicle market, Hongguang Mini is firmly at the top of the list, and BYD's top 10 accounts for six seats.
- BYD took the top position in the new energy vehicle market again, and the public squeezed into the top five, "Wei Xiaoli" almost fell out of the top ten
- Tesla was forced to "isolate at home", and the insurance volume was less than 2000 in April.
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01.
Model List: BYD dominates the list, and Tesla fails to make the list
First of all, let's take a look at which new energy vehicles sold best in April?
Top 20 models of new energy in April
From the above figure, it is not difficult to find that among the top ten, BYD occupied six seats, and BYD song, Qin, yuan, Han, dolphin and Tang directly occupied the second to seventh places on the list.
The insurance volume data of these six series products reached 83827, which contributed to the main insurance data of BYD, but there was still a certain decline compared with March.
Among them, the decline of Qin series was the most obvious, with a month on month decline of 41.1%, followed by song series, with a month on month decline of 29.7%, while Tang also fell by 26.4%. Fortunately, the decline of other products is not obvious.
From the year-on-year data, BYD's performance is very exaggerated. Song series and Yuan series have achieved an increase of more than 1000%, an increase of 10 times over the same period last year. The growth rate is very exaggerated, which also shows the strength of BYD this year.
BYD yuan plus
However, not all of these models are pure electric, after a period of capacity climbing, the sales data of BYD DMI hybrid models are also improving steadily, and it has become the best model sold by BYD at present**
In addition to BYD, Wuling Hongguang Mini EV still firmly occupies the first position in terms of insurance volume and continues to become the best-selling new energy vehicle, but the competitiveness of its products has declined slightly.
In April, due to the epidemic, the insurance volume of Wuling Hongguang Mini EV fell by 40.6% month on month, almost halving. What is more noteworthy is that it also fell by 3.4% compared with the same period last year At present, there are many models directly competing with Wuling Hongguang Mini EV in the new energy vehicle market. It is difficult to say whether this car can maintain its current position in the future
The top 20 models of Tesla Model 3 and model 4 were not seen in China in October, and they were not even affected by the epidemic
With the orderly progress of the current resumption of work and production in Shanghai, Tesla is expected to strongly kill back in May
Among the new car companies, Zero run T03 entered the 10th place in the list of single car insurance volume for the first time, with a month on month growth of 32.6%, and became the only new car company model in the top 10. Nezha V, similar to T03, also has a good insurance volume. Although it fell by 22.8%, it is still the second best model in sales among new car companies. It can be seen that the market below 100000 still has good potential.
Nezha V Pro
The sales volume of Xiaopeng automobile and ideal automobile, P7 and one, declined significantly, with a month on month decline of more than 60%.
On the whole, it is not difficult to find that the insurance volume of domestic new energy vehicles in April is declining compared with that of last month. Only some models have achieved weak growth, and the whole market is not good.
Nevertheless, most models have achieved growth compared with the same period last year, among which Nezha u has achieved a year-on-year growth of 4051.6%, which also shows that at present, the new energy vehicle market is getting better and better, and it is very promising to reach a new high this year**
02.
List of Auto Enterprises: BYD is the first in the list, and Volkswagen has become a joint venture facade
After reading the specific models, let's take a look again. Which car companies have contributed the main amount of insurance?
Top 20 auto companies in new energy insurance volume in April
BYD has now become the best-selling new energy vehicle enterprise in China. Throughout April, the number of insured vehicles reached 88941. Although there was a decline of 14.8% compared with last month, it increased by 306.2% compared with the same period last year.
In other words, BYD achieved significant growth in sales after completely abandoning fuel vehicles.
GAC, Chery and other brands also continue to maintain the posture of dark horse. Although there has been a decline in varying degrees month on month, they still continue to occupy an important position in the top ten list, and Geely's pace in electrification is accelerating.
In addition to the continuous efforts of traditional car enterprises, the influence of new car manufacturers is also further increasing. Nezha, Xiaopeng and Zero run all ranked among the top 10 brands. Before that, there was almost no case that three new car manufacturers entered the top 10 at the same time**
From the whole list, domestic independent auto enterprises have begun to make efforts in the field of new energy vehicles. In the top ten lists, 9 are domestic auto brands, while there are 17 domestic brands in the top twenty lists.
In the field of new energy vehicles, the scene of joint venture vehicles occupying the main market is gone forever, and the market appeal of domestic car enterprises is significantly improving
Among the joint venture brands, only Volkswagen has a fair performance. It is the only car enterprise with an insured volume of more than 10000 vehicles, ranking fifth.
Volkswagen id.3
Although the public in both north and South were directly affected by the epidemic in April, the decline of insurance volume was only 19.9%, and the impact was relatively small, which also increased to a certain extent compared with last year.
Tesla, which is also in the epidemic affected area, is obviously more affected and does not even enter the top 20 rankings.
From the list of automobile enterprises, in the competition of new energy vehicles, domestic automobile enterprises have occupied the first mover advantage, while overseas automobile enterprises are still in the exploratory period, and this pattern may continue for some time**
03.
Tesla was the most affected and sold only 1728 vehicles in April
To say which car company was most affected in April, it is undoubtedly Tesla.
Tesla insurance statistics in April
Tesla's long-standing model is zero inventory. The models delivered to consumers are the latest production. If Tesla stops work, no new cars will continue to be delivered.
From March 28, Tesla's Shanghai plant began to stop production and did not resume work until April 19. In other words, Tesla started work in April for only 11 working days, and nearly two-thirds of its employees cannot return to work after returning to work.
Therefore, Tesla's Insurance volume data in April is not very good-looking.
The insurance volume of the best-selling model y was 1139, a month on month decrease of 97.1% and a year-on-year decrease of 79.4%. The situation of the other model 3 is even worse, with only 589 vehicles insured, with a decline of more than 90% month on month and year-on-year.
Overall, Tesla's Insurance volume in April decreased by 97.3% month on month and 85.5% year-on-year.
However, at this stage, the epidemic in Shanghai has been basically controlled, and the factory is resuming work and production in an orderly manner. It is expected that a comprehensive resumption of work and production will be realized this month, and the production capacity should be guaranteed
Tesla Shanghai factory
At present, Tesla is not short of orders. Tesla's official website shows that the car collection time of model 3 is 20 ~ 24 weeks and that of model y is 10 ~ 14 weeks. In other words, only the production capacity affects Tesla's sales
As long as the production capacity increases rapidly in May and the transportation capacity recovers, Tesla's Insurance volume data will also return strongly in May
04.
Weilai ideal was deeply affected, and the risk of zero running increased greatly
In terms of newly built cars, the current top five pattern has been stabilized. Nezha lingpao cars have good insurance volume data.
Statistics of insurance volume of top five newly built vehicles in April
From the list, zero running cars are the most surprising. Due to the impact of the epidemic, the amount of insurance on almost all new car models decreased month on month in April, while zero running T03 and Weilai et7 are the only two models that have achieved month on month growth.
Weilai et7 is a model that began to be delivered at the end of March. It is not surprising that the volume of insurance increased month on month.
Zero run T03 is another model that has achieved a month on month rise. This car focuses on the mini car market of less than 100000, and is also equipped with ADAS function, with high cost performance. Zhu Jiangming, chairman of Zero run, previously said that the good sales were mainly due to the tight grasp in the first half of the month when the epidemic had not yet occurred.
Zero run T03
However, at present, the market below 100000 still has certain potential. Nezha V, which is similar to the positioning of Zero run T03, has also achieved the insurance volume of 5119 vehicles, which is also the only new vehicle model with the insurance volume exceeding 5000.
On the whole, new car companies are obviously also affected by the epidemic. Weilai and ideal are closely related to the industrial chain around Shanghai, so they are most affected.
Ideally, only 4213 vehicles were insured in April, with a month on month decline of more than 60%. Compared with last month, the amount of insurance was directly halved, and even compared with the same period last year, it also fell by 23.6%.
At present, the insurance volume of the two main models ES6 and ec6 of Weilai has fallen by more than 50%. Although the insurance volume has been pulled back by et7, the overall chain decline still reached 45.9%.
Weilai et7
The number of popular models of environmental insurance decreased significantly by 42.4%, and the number of popular models of environmental insurance decreased significantly by 60.5%. However, compared with the same period last year, Xiaopeng automobile still has an increase of 78.5%.
On the whole, Wei Xiaoli's three families are more obviously affected by the epidemic, while Nezha and Zero run are not greatly affected. With the advantages of the market below 100000, they also have a very obvious improvement in the insurance data. But in the long run, it will also hook these brands with the low-end market. How to open the high-end market is still a problem that these car companies need to think about
05.
BYD leads Geely Great Wall in increasing the proportion of hybrid cars
After reading the newly built cars, let's turn our attention back to the independent car enterprises.
Among the independent top three, BYD is the first to start in electrification, and its product line is also the richest among the three.
Statistics of pure electricity insurance volume of independent top three in April
In April, BYD completed the insurance registration of 46113 pure electric vehicles, which is the vehicle enterprise with the highest insurance volume of pure trams in China. The insurance data of pure electric vehicles of Geely and great wall are not prominent, and even the two combined are not higher than that of Yadi.
BYD is also an enterprise less affected by the epidemic. The insurance volume of pure electric vehicles decreased by only 18.9% month on month, while Geely and Great Wall decreased by 50.3% and 68% month on month respectively.
In the environment of "winning without falling" in April, BYD's performance is obviously better.
It is worth noting that the insurance volume of BYD's pure electric vehicles is 46113, while the overall insurance volume is 88941, which also means that the insurance volume of BYD's hybrid models has exceeded 40000. The sales volume of DMI is growing and becoming the new engine of BYD
Although Geely's hybrid models also account for about half of the insurance volume, the overall market scale is obviously unable to compare with BYD. In contrast, the proportion of hybrid models of great wall is still very small.
From this point of view, among the independent top three, BYD has occupied an absolute leading edge in the transformation of new energy. Although Geely has made many detours in electrification, it is also developing in the right direction. Great Wall Motors has encountered certain difficulties and needs to take breaking measures.
06.
Dongfeng Changan accelerates the transformation of electrification, and FAW gradually lags behind
In addition to BYD, Geely and great wall, FAW, Chang'an and Dongfeng have also actively carried out electrification transformation in recent years.
Statistics of FAW Dongfeng Chang'an pure electricity insurance in April
From the data of insurance volume in April, Dongfeng performed best, with 8660 insurance units. Although it decreased by 23.7% month on month, it increased by 31.1% year-on-year.
Chang'an's performance was the second, with 6424 new cars having completed the insurance registration, but it fell by 37.1% compared with last month. It is the three car companies with the most obvious decline in central comparison. On the other hand, Chang'an is the car company with the most obvious year-on-year increase.
From this point of view, with the strategy of mini car, Chang'an automobile has found a suitable path in the transformation of electrification.
FAW's performance is not good. Only 1458 pure trams have completed the insurance registration this month.
Changchun, where FAW headquarters is located, was affected by the epidemic in April, but FAW's month on month decline was only 9.6%, and an increase of 10.6% compared with last year. This also shows that even without the impact of the epidemic, the electrification transformation of FAW is not successful, and the gap between the overall sales volume and the other two is still very obvious.
At present, both Chang'an and Dongfeng have found their own way of pure electric transformation. Chang'an has stepped up the development of high-end pure electricity while occupying the market with micro cars, while Dongfeng has actively promoted the electrification of various sub brands, and the construction of high-end brand lantu is also booming
At present, FAW has no obvious electric transformation measures. If FAW can no longer take effective measures, it may fall behind in the competition with Chang'an and Dongfeng
07.
Overseas brands continue to lose sales and are suspended by domestic cars
After reading the domestic brands, let's take a look at the insurance volume of pure electric models of overseas brands in China.
Only from the insurance volume data, it is obvious that overseas brands have not found a suitable path in the transformation of electrification.
Statistics of pure electricity insurance volume of overseas auto enterprises in April
Among many foreign brands, although the north and South Volkswagen are in the area affected by the epidemic, with the ID. series models, Volkswagen is still the best mixed car enterprise, with a total of more than 5000 pure electric models registered for insurance.
Although it fell by 53.5% month on month, GM still implemented 1438 insurance volume with Buick and Chevrolet models, and achieved monthly sales of more than 1000.
In addition to Volkswagen and GM, no other joint venture car companies have more than 1000 pure electric vehicles, of which BMW fell by 69.4% month on month, the most obvious decline among all overseas car companies.
Mercedes Benz and Audi still continued their previous decline, with significant year-on-year and month on month declines.
On the whole, the effect of overseas car companies in the electric transformation is not obvious. At present, the advantages of the models on sale in the competition with domestic cars are not prominent, resulting in poor sales.
For these auto enterprises, if they want to continue to take a share in the Chinese market, they need to make more efforts to adapt to the domestic new energy vehicle market
08.
Conclusion: the pattern of new energy vehicle market is gradually stabilizing
Although the sales volume decreased significantly due to external factors in April, some interesting phenomena can also be seen.
*First, the sales volume of new energy vehicles in April is still very considerable *. According to the data of the passenger Federation, the sales volume of domestic passenger vehicles in April reached 1043000, a year-on-year decrease of 35.5%, a month-on-month decrease of 34.0%, and a month-on-year decrease of both; The sales volume of new energy vehicles was 282000, with a year-on-year increase of 78.5% and a month on month decrease of 36.5%. On the whole, it is still in an increasing trend.
*Secondly, the proportion of hybrid models is increasing rapidly *. Taking BYD's Insurance volume data as an example, the proportion of pure electric vehicles and hybrid models is almost the same. At present, BYD, Geely, great wall, GAC and other automobile enterprises are making efforts in hybrid, and this market will continue to grow.
*Then, the domestic traditional automobile enterprises are gradually widening the gap in the electrification transformation *. Although the pace of electrification transformation of various automobile enterprises is roughly the same, the gap has been widened after several years of development. If the backward automobile enterprises cannot change rapidly, they may fade out of the sight of consumers in the future.
*Finally, the electrification process of overseas automobile enterprises is blocked *. In the domestic new energy vehicle market, the models of joint venture automobile enterprises are not competitive. At present, these automobile enterprises are considering introducing their trump brand pure electricity into China, but it is unclear what achievements they can achieve.