Shulou(Shulou.com)11/24 Report--

The real figures for the new energy car market in August, Shanghai Insurance data, have been released.

In early September, major car companies and federations released model sales figures for August, but with the exception of new car companies, many car sales figures were mixed-some of which were sold wholesale to dealers rather than to real users.

And new cars on the road need to buy insurance, insurance data is the most real sales figures in the car market! After looking at the data, the car found the following key points:

1. BYD continued to slaughter the list, winning the title of new energy in 29 provinces / municipalities directly under the Central Government.

2. Tesla won the runner-up of insurance volume in 8 provinces / municipalities directly under the Central Government and returned to the best-selling list.

3. Changan electric trump card Deep Blue SL03 won the first battle, with a dangerous quantity approaching a thousand sets in two days, which has great fashion potential.

4. The new player asked M50 to become the best-selling added taxi, which also helped Cyrus enter the top five of the new forces.

5. Wei Xiaoli performed poorly in August, and no single model was insured more than ten thousand, which shows that after the efforts of traditional car companies, the overall competition has become more and more fierce.

6. SAIC still relies on Hongguang MINI dividend to maintain its sales scale, while Feifan, Zhiji and other brands have not improved.

7. GAC Ean's performance is stable, with Aion Y and Aion S all at the level of about 10,000 units. Among the six major state-owned car companies, BAIC, GAC, SAIC, Dongfeng, Changan and FAW, GAC is the only player who can achieve good sales performance without relying on cheap cars.

8. North and South Volkswagen continues to lead the joint venture brand, and the two models of ID.4 are also close to the level of monthly sales of more than 10,000, not to mention having a place in the popular style List.

9, BBA sales are still in the doldrums, are maintained at the level of less than 3500 sets, still did not find the sense of existence of the electric era.

Insurance situation of new energy vehicles in various provinces and cities of ▲

01. Tesla's insurance volume warming delivery time shortened by 6 weeks Tesla's August risk volume results picked up all the face lost last month, with a total risk of more than 35000 vehicles, surpassing last month's 8933 vehicles, but still less than the 51748 vehicles in June.

Among the provinces and cities in the country, Tesla ranks second among the eight provinces / municipalities directly under the Central Government, which are Zhejiang, Jiangsu, Sichuan, Fujian, Shaanxi, Tianjin, Ningxia and Hainan.

▲ Tesla's insurance volume in August

It is worth mentioning that although the production line transformation project of the Shanghai factory from July to August has pulled down Tesla's recent sales, the positive effect is also obvious.

Tesla's Chinese official website shows that the current best-selling Model Y rear wheel drive version can be delivered in only 1 to 4 weeks, while the Model 3 rear wheel drive version can be delivered in only 6 to 10 weeks, reducing the previous delivery time by about 6 weeks.

▲ Tesla Model Y Rear Wheel Drive Edition delivery time

According to Tesla's financial report for the second quarter of 2022, Tesla's Shanghai factory has an annual capacity of more than 750000 vehicles this year. With the resumption of Tesla's three-shift production mode and the recent increase in the recruitment of production personnel, Tesla's annual production capacity in Shanghai is expected to increase again.

Therefore, if there are no special factors, the risk volume of Tesla in China may continue to grow next month.

02. After watching Tesla for the first time, let's take a look at the new car company.

From the specific risk data, the number of seats of the newly built car in August are Naga, Weilai, Zero, Xiaopeng, Cyrus and ideal.

Insurance data of ▲ newly built cars in August

Compared with the insurance data in July, Nahu car continued to send power, force pressure Kilai and zero running ranked first.

Although it is not as dangerous as Nezha, it has also bucked the trend, rising from fifth place in July to second in August. Zero running ranks third, and the amount of risk continues to exceed 10,000.

Judging from the first three risks, Nezha and Zero cars have been killed out of a group of second-tier new car-building companies and are firmly in the first camp.

At present, both companies rely on two cars to enter the market, among which the most dangerous models are minicars with less than 100000 yuan. On the other hand, the insurance data of the two companies' models between 100,000 and 200,000 have gradually stabilized, and the fact that the two cars have made it into the first echelon of newly built cars reflects not only the success of their main cost-effective strategy, but also the great potential of the affordable new energy vehicle market.

Due to the pricing of the model, it is not fair to directly compare the insurance volume with the other two car companies, but it also lives up to expectations. The delivery of the new model ET7 is gradually stable, with five cars returning to the top three.

On the other hand, Xiaopeng's performance is somewhat fluctuating. The amount of risk in August is less than 10,000, and the three cars on sale, G3, P7 and P5, are all lower than those in July; however, Xiaopeng's brand-new model G9 has been pre-sold in August, and the order volume is hot, with orders exceeding 20,000 units within 24 hours.

▲ Peng G9

It is worth noting that Cyrus also broke into the top five of newly built cars for the first time because of the hot sales of the brand, and the M5 beat the ideal ONE to become the most popular extended-range model in August.

▲ ask the boundary M5

Some people are happy and some are worried, perhaps because the ideal ONE is about to be upgraded, the heat of the ideal ONE is no longer, and the volume of risk in August is only 4334 units.

The insurance situation of the new model ideal L9 is not ideal, with only 374 in August, down from 635 in July. The total delivery volume of the two cars is less than that of the M5.

Because L9 has just been put into production, it is still in the climbing stage of production capacity, so it can not make too much, so the delivery volume is naturally low. Officials have said they have received 30,000 orders, and Li himself said the car must have sold more than 10,000 a month. Car things will also continue to observe the delivery and risk performance of the L9.

03. SAIC leads the three major state-owned enterprises Guangzhou Auto only Erneng taxi-hailing statistics on the volume of new energy risks of the three state-owned enterprises SAIC, Guangzhou Automobile and BAIC in August found that although they are all state-owned enterprises, the sales of new energy vehicles of the three are quite different.

Insurance data of the three major state-owned enterprises of ▲ in August

Among them, SAIC relies on Wuling Hongguang MINI's list of nearly 35000 units, which accounts for 73.3% of SAIC's total insurance volume.

▲ Wuling Hongguang MINI EV

SAIC's other brands are less impressive. SAIC Roewe's new energy vehicles and Wuling Hongguang MINI formed a huge fault, and the total risk failed to break ten thousand. Feifan ER6 and Feifan Marvel R just broke a thousand, one just broke a hundred, and the only L7 on sale under Zhiji even just broke a thousand.

▲ Zhiji L7

Thus it can be seen that SAIC still has a long way to go in the high-end market of new energy. at present, Feifan and Zhiji are not only not well-known in the market, but also have a low degree of brand trust.

In particular, Zhiji brand, although it has been supported by SAIC, Zhangjiang Hi-Tech and Ali, has been caught up in complaints for many times, resulting in a decline in consumer trust.

In second place, GAC's new energy brands are only Ian and Chuanqi. Chuanqi has only 29 vehicles in August, which is almost negligible. However, Ian did not disappoint, and its AION Y became the only one of its kind among the three car companies with a risk of more than 10,000.

▲ AION Y

Although the total amount of new energy of GAC is not as dangerous as that of SAIC, it has made rapid progress in the large-scale SUV of new energy, and each model is accurately aimed at the relevant market.

Recently, GAC Ean announced that it sold 27021 vehicles in August, an increase of 132.3% over the same period last year, a new high in a single month. It is understood that since the beginning of this year, Ean sales have exceeded 20,000 vehicles for four consecutive months.

▲ Ian sales figures for this year

With growing sales, GAC EA is also expected to carry out IPO in the near future. On September 6, Ian carried out a shareholding reform, changing the company's name from "limited company" to "joint stock limited company" in preparation for the next step of IPO.

In August, BAIC's insurance volume is still not bright enough. The dangerous number of BAIC EU series has just exceeded 3000. Although BAIC Jihu has done enough publicity on the Internet, and the concert jointly held with Cui Jian has also been scanned on moments, in terms of insurance volume, these publicity work has not brought high returns to BAIC.

▲ polar fox alpha S HI version

In short, although BAIC polar fox brand awareness is now up, but BAIC polar fox high price and low market coverage is also difficult to help increase sales.

04. FAW is still at the bottom of the list of Changan minicars contributing to the top three central enterprises. in terms of risk data, Changan's performance is the best, followed by Dongfeng, and FAW ranks last.

▲ Changan FAW Dongfeng New Energy vehicle Insurance data in August

The difference in the amount of risk is mainly due to the difference in the way they play.

The insured volume of Chang'an in August was 23142 vehicles, which is still in a good position among many traditional car companies. If you take a closer look at its insured structure, it is not difficult to find that the LUMIN alone contributed 9477 vehicles to the risk, and bicycles accounted for 40% of the total.

▲ Changan LUMIN

The second most dangerous model is the Mercedes Benz, a mini car launched before Changan, which has always been responsible for the sales of new energy in Changan.

This can also see a problem, Changan is still unable to break through the situation of relying on minicars to open up the new energy market.

Although the mini-car can quickly open the market, but in the long run, the mini-car can not bring a significant improvement in profits and technology for car companies.

Chang'an must also be aware of this problem, so it launched Deep Blue SL03 as a masterpiece of its electrified transformation. The car is powered by pure electric version, extended range version and hydrogen energy.

According to Changan official information, SL03 began official delivery on August 30, that is, 894 units were delivered in just two days in August, which can also be seen from the side that the electric transformation effect of Changan is beginning to show.

▲ Changan Deep Blue SL03

According to the data, Dongfeng Motor also has 17772 new energy vehicles at risk, and its performance is OK. Among them, the car with the best insurance volume is the Fengshen E70, and the owner of this car is the B-end market.

Public information shows that at present, many ride-hailing drivers like this car very much, and even have the title of "the first car to make money from online ride-hailing".

But in addition to this car, Dongfeng Automobile has very few new energy vehicles with a very bright risk volume, and the current risk situation of its key investment Lantu brand also needs to be improved, and there is still a certain gap between its first car Lantu FREE and its competitor ideal ONE.

▲ Lantu FREE

But at present, Dongfeng is not a long-term way, the B-end market is easily saturated, and the C-end market is the main sales force. BAIC New Energy has previously become the domestic car company with the first pure electricity sales by virtue of the dividend of the B-end market, but it has been caught in an obvious growth dilemma.

If Dongfeng Motor cannot change this way of playing, it may be in the same predicament.

FAW Group's current performance in new energy is not eye-catching, only the performance of Red Flag E-QM5 and Pentium NAT is reasonable, and its total risk is even less than that of Dongfeng and Changan individual models.

▲ Red Flag E-QM5

FAW new energy stall, the first point is that the lineup of models is not as large as the other two and there are no mini cars. At present, FAW has only 6 new energy vehicles, while Dongfeng has 13 and Changan has 15.

In addition, FAW has not yet launched its own new energy brand, while Changan already has Deep Blue, and Dongfeng has also launched Lantu.

Generally speaking, the three central enterprises are not making smooth progress in the transformation of new energy. if they want to survive in the fierce competition for new energy in the future, they need to make more changes.

05. Volkswagen's leading joint venture, BBA, has performed poorly. Joint ventures have dominated the fuel car market for many years, but have not mixed up in the new energy market. However, judging from the risk volume in August, North and South Volkswagen gradually began to make efforts and began to take the lead in joint venture car companies. Overall, the amount of insurance taken by North and South Volkswagen is 1.6 times that of the other five insurance vehicles combined.

The amount of new energy risks of ▲ overseas car companies in August

Among them, Volkswagen ID series performance is eye-catching. The dangerous volume of FAW-Volkswagen ID.4 Crozz and SAIC-Volkswagen ID.4 X exceeded 5000 and 4000 respectively. But the risk of other models is still unclear.

▲ FAW Volkswagen ID.4 CROZZ

The reason why North and South Volkswagen is not so prominent in terms of new energy is that it is too late to lay out the new energy vehicle market, and it is not until today that it has launched a good new energy model.

With the departure of the former CEO Dis of the Volkswagen Group and the coming of the new CEO, it remains to be seen what will happen to the North and South Volkswagen.

After talking to the public in the north and south, it's time to watch GM. GM's best insured model is the Buick Velite 6, but the number of cars insured in a single month has fallen from 3466 to 3078. However, there are also obvious faults in GM's other new energy models.

It is worth noting that the Cadillac LYRIQ has not yet been delivered, so the insured volume is only one.

▲ Cadillac LYRIQ

After that, there are the three BBA brothers that many people pay close attention to. BBA announced the transformation of electric cars one by one, but fuel cars sold slightly better.

Judging from the table, BMW's new energy volume in August was 3741, surpassing Mercedes-Benz's 3419 in August and Audi's 1086.

From the perspective of specific models, BMW has two new energy vehicles with a dangerous quantity of more than 1,000, while Mercedes-Benz only has a mixed version of Mercedes-Benz E-Class car, but its risk volume of nearly 2000 vehicles can also match the risk of BMW's two new energy vehicles.

Audi is still at the bottom of the three, with only 1086 this month, less dangerous than the individual models of BMW and Mercedes-Benz, but this month is an improvement on last month's 800s.

Finally, it is Ford. The sense of presence in China's new energy market is gradually declining. Last month, there were more than 600 vehicles in danger. This month, there are only 448 vehicles left, so we can still drive a little better in the United States.

06. Conclusion: the new energy market pattern is stable and changing. on the whole, the new energy vehicle market in August does not change much. BYD and Tesla are still making great strides, and their leading position is relatively stable in the short term. And the situation of the top five newly built cars is also gradually broken by zero run and Nezha, the market has also increased a lot of added models, the recent performance of the world is bright.

As for the new energy brands under the traditional car enterprises, they still need to work hard, need to find their own advantages, give full play to, and do not have to stick to the high-end market. GAC Ean is a good example. In addition, the joint venture car companies are also gradually making efforts, and it remains to be seen whether they can reach a new level.

Generally speaking, the domestic new energy market is still on the rise, and various new energy vehicle companies still need to continuously improve their brand competitiveness and strive not to be left behind while the market is growing.

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