Inventory of new energy production and marketing data of Q1 automobile enterprises in 2022 price rise tide does not change the high growth trend of new energy vehicles
The following is the Inventory of new energy production and marketing data of Q1 automobile enterprises in 2022 price rise tide does not change the high growth trend of new energy vehicles recommended by recordtrend.com. And this article belongs to the classification: New energy vehicle industry, Automobile industry.
At the beginning of April, the production and sales data of several auto enterprises in the first quarter were released. In the wave of rising prices, new energy vehicles continued to maintain a high growth trend. Xiaopeng, ideal, Nezha and other new car making forces sold more than 30000 vehicles in the first quarter, and traditional car companies also performed well. BYD’s production and sales of new energy vehicles exceeded 100000 in March, a record high.
The production and sales of new energy vehicles are booming
On the evening of April 6, Xiaokang shares released monthly production and sales data. In March, the production and sales of new energy vehicles 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, with a year-on-year increase of 13 times. The cumulative sales volume in the first quarter was 5044, with 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 Co., Ltd. exceeded 30% in March.
On the same day, the production and sales report of Lifan technology was released. In the first quarter, 1010 and 5530 new energy vehicles were produced and sold, with a year-on-year increase of 8.6 times and 50.68 times, and the production and sales volume showed a gradual upward trend month on month. At present, the models sold by Lifan automobile are all new energy vehicles. The reason for the large difference in production and sales data is mainly because some of the new energy vehicles sold by the company are produced by Geely Automobile.
Among traditional auto companies, BYD’s transformation is quite radical. According to the production and sales data, the company’s production and sales of new energy vehicles in March exceeded 100000 for the first time. In the first quarter, the cumulative production and sales reached 287500 and 286300 respectively, with a year-on-year increase of more than 4 times, of which pure electric and hybrid models accounted for half and half respectively. In contrast, the sales volume of fuel vehicles in the first quarter was only 5049, a year-on-year decrease of 89.78%, and the production and sales of fuel vehicles in March have all returned to zero.
As a new energy vehicle brand under GAC, ea’an has shown strong competitive strength. In March, the monthly sales volume exceeded 20000 for the first time, with a significant year-on-year increase of 189%.
In terms of the new forces of car making, there is differentiation within “Wei Xiaoli”, Xiao Peng and ideal maintain high growth, and the growth rate of Wei Lai is relatively low; At the same time, Nezha, Zero run and other second tier new forces car enterprises caught up, with monthly sales exceeding 10000 units. Specifically, the delivery volume of Xiaopeng, ideal and Weilai in March was 15414, 11034 and 9985 respectively, with a year-on-year increase of 202%, 125.2% and 37.6% respectively; Nezha and Zero run delivered 12026 and 10059 vehicles in March, jumping to the second and fourth place in the new forces list respectively.
Of course, there are also some car companies with sales decline. Taking the krypton automobile as an example, 1795 vehicles were delivered in March, down 38.5% month on month. The company said that the decline in delivery was mainly affected by the epidemic and the shortage of chip supply, and the delivery is expected to rebound significantly in April.
How does the rising price tide affect?
Recently, under the pressure of the soaring price of raw materials in the upstream of lithium battery 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 enthusiasm of terminal consumption has not been affected in the short term, but the subsequent impact remains to be verified in time.
From a global perspective, the trend of electrification has been unstoppable, and many large car manufacturers have announced the suspension schedule of fuel vehicles. On the evening of April 3, BYD announced that it would completely stop the whole vehicle production of fuel vehicles from March 2022, and would focus on pure electric and plug-in hybrid vehicles in the automotive sector in the future; Previously, BAIC and Chang’an both fixed the sales suspension time of fuel vehicles in 2025; Great Wall Motors said that by 2025, the sales volume of new energy vehicles will account for 80%; In terms of international car companies, Volkswagen Group announced that it would stop selling fuel vehicles in Europe in 2035. At present, Volkswagen and Audi have stopped research and development of internal combustion engines; Ford will only sell electric passenger cars in Europe from 2030; Honda will gradually increase the proportion of sales of pure electric and fuel cell vehicles in the future, and stop producing fuel vehicles in 2040; Toyota has also accelerated its electric transformation in recent years, saying that its Lexus brand will only sell electric vehicles by 2035.
Dongfang securities research report pointed out that the impact of the price rise of new energy vehicles and the epidemic situation is expected to be reflected from May to June. However, under the negative effect of the continuous rise of oil prices of fuel vehicles and the continuous narrowing of preferential range, it is expected that automobile consumption will turn to electric vehicles. The continuous upgrading of models and consumers’ acceptance of electrification are the strongest driving force. The price rise does not affect medium and long-term demand, and is still optimistic about the continuous recovery of sales of new energy vehicles in the second half of the year.
Read more from the Securities Times: yiou: it is difficult to break the “10000 vehicles” of the new forces of car building in February 2022 Passing line ride Association: ranking list of new energy car sales in January 2022 China electric vehicle hundred people association: 80% of China’s traditional fuel vehicle brands will be shut down and transferred in the next 3-5 years. Comparison of financial reports of Q3 weixiaoli in 2021 trendforce: it is estimated that the demand for cathode materials of power batteries will exceed 2.15 million tons in 2025. Read the prospectus of ideal vehicles: revenue of 852 million yuan in the first quarter ideal: actual record of 4q20 financial report teleconference, hoping to reach monthly delivery as soon as possible Target of paying 10000 cars ideal car: 4q20 revenue of 4.15 billion yuan, up 65.2% month on month ideal car: 4646 cars delivered in November 2020, another record of single month delivery ideal car: 3q20 total revenue of 2.511 billion yuan, up 28.9% year on year China Consumer Association: about 40000 complaints about cars and auto parts were accepted in 2021, accounting for 3.98% of the total complaints Xiaopeng car: the revenue in 2020 exceeded 5.8 billion yuan, and the annual gross profit became positive for the first time Xiaopeng car: Interpretation of 1q21 financial report teleconference Thanks to the revenue of nearly 3 billion in a single quarter of P7 delivery, Weilai: as of November 2019, Weilai delivered 17395 cars this year: Weilai topped Lexus in the new car quality ranking in 2021
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