In July 2021, the wholesale sales volume of new energy passenger vehicles reached 246000, with a year-on-year increase of 202.9% From China Automobile Circulation Association
The following is the In July 2021, the wholesale sales volume of new energy passenger vehicles reached 246000, with a year-on-year increase of 202.9% From China Automobile Circulation Association recommended by recordtrend.com. And this article belongs to the classification: New energy vehicle industry.
In July, the wholesale sales volume of new energy passenger vehicles reached 246000, with a month on month increase of 5.1% and a year-on-year increase of 202.9%. From January to July, the wholesale of new energy passenger vehicles was 1.339 million, a year-on-year increase of 227.4%. In July, the retail sales of new energy passenger vehicles reached 222000, with a year-on-year increase of 169.4% and a month on month decrease of 3.2%. From January to July, the retail sales of new energy vehicles were 1.229 million, a year-on-year increase of 210.2%. It forms the characteristics of strong differentiation from the trend of traditional fuel vehicles, realizes the substitution effect on the fuel vehicle market, and drives the transformation of the vehicle market to new energy.
1、 Overall trend of new energy passenger vehicles
one In July, the wholesale of new energy vehicles was relatively strong
In July, the wholesale sales volume of new energy passenger vehicles reached 246000, with a month on month increase of 5.1% and a year-on-year increase of 202.9%. Showing a good trend of strong growth. In particular, compared with traditional vehicles, the month on month decline was significant, and the wholesale of new energy vehicles showed a good trend of independent growth.
The trend of new energy vehicles over the years was relatively low at the beginning of the year and gradually increased. Due to the small impact of the subsidy policy for new energy vehicles this year, new energy started strongly from January to February this year and continued to strengthen from March to July.
In 2020, the sales volume of passenger cars and new energy vehicles reached 1.17 million, with a year-on-year increase of 11%. From January to July of 21, the wholesale of new energy passenger vehicles was 1.339 million, a year-on-year increase of 227.4%.
In July this year, it reached 240000 units, with a year-on-year growth rate of 2 times, which reflects the characteristics of explosive growth of new energy vehicles driven by the market at the beginning of the year.
In 2021, China’s auto market entered a relatively stable growth feature, but new energy maintained a high growth trend. The downturn for two consecutive years has laid a foundation for high growth in 2021. The growth pressure is increasing in the later part of this year. From the base, the sales volume decreased by 25% year-on-year from August to September of 19 years, and the base of sales volume from October to December was not particularly high, and continued to grow at a high rate later this year;
two The retail growth of new energy vehicles was strong in July
According to the retail data of the passenger Federation, the retail sales of new energy passenger vehicles reached 222000 in July, with a year-on-year increase of 169.4% and a month on month decrease of 3.2%. From January to July, the retail sales of new energy vehicles were 1.229 million, a year-on-year increase of 210.2%. Compared with July of 20 years, the trend of this month has increased significantly, and the trend is very good. The retail trend in the first half of this year is similar to that in 2019, but 2019 is the continuation of subsidies, and this year is the adjustment of subsidies. The trend in the second half of 20 years is similar to that in the second half of this year, and the market potential is large this year.
three There is a contrast between traditional vehicles and new energy vehicles
There is a contrast between traditional vehicles and new energy vehicles. New energy is up and traditional vehicles are down. The trend of pure electric and traditional vehicles is sharply differentiated.
four Comparison between new energy and traditional vehicles
The domestic wholesale penetration rate of new energy vehicles was 15% in July and 11% from January to July, significantly higher than the penetration rate of 5.8% in 2020. In July, the penetration rate of new energy vehicles among independent brands was 26%; The penetration rate of new energy vehicles in luxury vehicles is 17%; The penetration rate of new energy vehicles in mainstream joint venture brands is only 2%.
The domestic retail penetration rate of new energy vehicles was 14% in July and 10% from January to July, significantly higher than the penetration rate of 5.8% in 2020. In July, the penetration rate of new energy vehicles among independent brands was 28%; The penetration rate of new energy vehicles in luxury vehicles is 14%; The penetration rate of new energy vehicles in mainstream joint venture brands is only 2%.
2、 Market structure analysis of new energy passenger vehicles
one The new forces of new energy vehicles continue to do well
The participating forces of China’s new energy vehicles are relatively many yuan. Independent brands are traditional competitors. With the addition of new forces, the share of new forces enterprises has reached 15%. Recently, foreign brands have performed relatively well, and Tesla has performed well. At present, the differentiation of new energy performance of large groups is intensified, and the performance of SAIC and GAC is relatively strong.
With the wave of new energy vehicles in the world, international new energy vehicle enterprises pay more and more attention to China’s new energy vehicle market. The pure electric vehicles of BBA luxury car enterprises have started full mass production, and the market performance remains to be verified.
two Level of new energy vehicles – level A00 revitalization
The wholesale sales volume of pure electric vehicles was 162000, a year-on-year increase of 186.1%; The sales volume of plug-in hybrid vehicles was 34000, a year-on-year increase of 128.5%, accounting for 17%.
In July, the sales volume of high-end electric vehicles increased strongly, and the trend of medium and low-end was not strong. Among them, A00 wholesale sales volume is 50000, accounting for 31% of pure electric; Class a electric vehicles accounted for 26% of pure electric vehicles, and the bottom rebounded; Class B electric vehicles reached 47000, an increase of 17% over June, and the share of pure electric vehicles was 29%. In July, BYD’s sales volume of plug-in hybrid reached 13420, with a month on month increase of 44%, becoming a new highlight of plug-in hybrid growth.
Since 2016, class a electric vehicles have always been the core and main force of the new energy vehicle market. However, by August 20, A00 electric vehicles had surpassed class a electric vehicles and become the main force of the core of the market. At the same time, class B pure electric vehicles also surpassed class a electric vehicles in February this year and became the second place in the market. The overall development of class a electric vehicles is under certain pressure.
It is believed that with the overall recovery of the whole car market in July, production, operation and private demand will continue to erupt, new products of enterprises should also continue to be launched, and class a electric vehicles will have greater development space.
In July, the new energy passenger vehicle market was diversified, the new energy performance of large groups was differentiated, and the performance of SAIC and GAC was relatively strong. Enterprises with wholesale sales of more than 10000 vehicles include 50387 BYD, 32968 Tesla China, 27347 SAIC GM Wuling, 13454 SAIC passenger vehicles and 10506 GAC EA.
At present, the demand for new energy vehicles is relatively weak, the early inventory digestion is relatively slow, and the social impact on the original time-sharing rental replacement models is still great. Therefore, the demand is weak, and the trend differentiation of manufacturers is increasing.
3. Sales trend of Main pure electric manufacturers over the years
So far, the pure electric passenger vehicle market is still dominated by independent brands. Although Tesla has entered, independent vehicle enterprises occupy the absolute dominant position of pure electric vehicles. In addition to Tesla’s foreign investment, the joint venture car companies did not enter the top 8.
In July, BYD and SAIC Wuling in the pure electric ride market performed relatively well, but Changan, Chery and Weilai performed relatively well this month, and BAIC new energy was in a period of relative adjustment.
BYD has performed relatively well in the past 20 years, but the trend of micro electric vehicles has gradually recovered this year, and the sinking market still has potential.
4. The performance of plug-in hybrid new energy vehicle enterprises is average
In the plug-in hybrid power market in July 2021, the main manufacturers are BYD, SAIC passenger cars and ideal cars. The second-line brilliance BMW, SAIC Volkswagen and FAW Volkswagen also performed well.
Due to the low sales volume, the ranking is accidental. There is a great contrast to the trend in July of 20 years, among which SAIC Volkswagen has a relatively strong performance, and FAW Toyota and Volvo have also performed well, which also reflects the relatively excellent performance of the joint venture of plug-in hybrid vehicles.
5. The performance of hybrid enterprises is strong
With the entry of Japanese new products, hybrid varieties show the characteristics of equal market share between Toyota and Honda.
In 2021, there are still several Japanese hybrid models with relatively strong performance. GAC Honda has a relatively strong performance and a relatively stable trend, while Dongfeng Honda continues to have a stable trend, which also reflects the industrial chain advantages of Toyota and Honda.
6. In July, the wholesale volume of new energy models was good
In 2021, the performance of pure electric vehicles is relatively strong, such as Wuling Hongguang mini, Model3, Euler black cat, BYD Qin EV and Chery Eq. the recent strong growth of Benz and other vehicles.
This year, the trend of new energy vehicle manufacturers is relatively under great pressure, and the sales of main models have decreased significantly compared with the same period last year.
Due to the promotion of Beijing’s number issuance, the car market has great potential. This year, the demand for models in Beijing market is mainly medium and large-scale, and GAC’s aion s is very strong. BYD Han’s new products performed well. Maodou 3 performed well in the early stage, and the current performance of Maodou y is beyond.
seven In July, the wholesale of pure electric main models strengthened
In 2020, Wuling Hongguang mini, Model3, model y, Benben, BYD Han EV, BYD Qin EV and GAC motor aions performed relatively well.
In July, the sales volume of new forces such as Weilai, ideal, Xiaopeng, Hezhong and Zero run was also excellent year-on-year. Volkswagen brand new energy vehicles account for 49% of the mainstream joint venture brands. The pure electric vehicles of BBA luxury car enterprises are fully mass produced, and the product acceptance still needs to be greatly improved.
8. The wholesale sales of plug-in hybrid main models performed well
Plug in hybrid models reflect the characteristics of joint ventures. Recently, BYD Qin plus has a good sales volume and BYD Han DM has a good performance. BYD song DM’s performance is relatively strong.
The ideal performance of one is relatively strong, indicating that consumers still have a good acceptance of high-end electric vehicles.
9. There are fewer and fewer ordinary hybrid main models, but the demand is good
In July of 20 years, the general trend of ordinary hybrid power was strong, and the Japanese Toyota series recovered rapidly affected by the epidemic, resulting in a large month on month growth of hybrid power.
Toyota Honda is the core driver of ordinary hybrid. At present, the hybrid performance of FAW Toyota is strong. However, with the development of the epidemic, Japanese hybrid power is also facing the situation of production damage.
At present, the hybrid trend of Japanese high-end models is obvious, and the fuel consumption is improved better. Asian Dragon and other new products have a strong performance. More reading: China Automobile Circulation Association: 670000 new energy passenger vehicles will be produced from January to August 2019, 4.1 points / set China Automobile Circulation Association: Wholesale 70000 new energy passenger vehicles in May 2020 China Automobile Circulation Association: regional market analysis of new energy passenger vehicles from January to July 2020 China Automobile Circulation Association: regional market analysis of new energy passenger vehicles in April 2021 China Automobile Circulation Association: points of new energy passenger vehicles from January to November 2019 China new energy Retail sales and growth rate of passenger cars (with original data sheet attached) Tsinghua University & caixin.com: 2018 China new energy passenger car market and product evaluation report (with download) electric vehicle hundred people’s meeting: 2020 new energy passenger car market public opinion white paper (with download) China Automobile Circulation Association: in March 2020, the sales volume of domestic narrow passenger car market reached 1045000, a year-on-year decrease of 40.4% %China Automobile Circulation Association: April 2020 China imported automobile market monthly report China Automobile Circulation Association: in the first quarter of 2020, luxury brands added 57 authorized 4S stores and 41 off-line 4S stores. China Automobile Circulation Association: analysis of new energy special vehicles from January to December 2020. China Automobile Circulation Association: automobile consumption will drop by 2% in 2020 The production of new energy vehicles was 1.46 million, an increase of 17%. China Automobile Circulation Association: 740000 new energy passenger vehicles were produced from January to October 2020, with a score proportion of 22%. China Automobile Circulation Association: monthly report of new energy vehicle industry in October 2020
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