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

According to data from the Federation of passengers, retail sales of new energy passenger vehicles reached 486000 in July, up 117.3% from the same period last year, down 8.5% from the same period last year, and still more than doubled compared with the same period last year, and it is understandable that the month-on-month decline is understandable. after all, the last month of each quarter is a critical period for manufacturers to increase sales.

However, the data displayed by the Federation is only the overall sales data, and the specific sales figures of each car company are not clear to the public.

A few days ago, car things got the insurance data of domestic new energy vehicles in July, which shows in detail the insurance data of each car company in various provinces and cities, as well as the real insurance data of each model of the car company. it even accurately distinguishes each model version.

It can be said that this data is the most real sales data of the domestic new energy vehicle market. If you understand this data, you will understand the whole domestic new energy vehicle market.

Car things also analyzed this data at the first time, counted and analyzed the insurance information of domestic mainstream new energy vehicle companies, and found a number of interesting topics:

1. The sales of the top five newly built cars all surpassed that of Tesla, while Tesla sold less than 10,000 vehicles.

2. BYD's sales have surpassed the sales of ten domestic car companies combined.

3. Among the 31 provincial administrative units across the country (except Hong Kong, Macao and Taiwan), BYD won the championship in new energy sales in 29 provinces, with the exception of Guangxi and Jilin, of which Jilin is located in the northeast. Guangxi, on the other hand, is the base of Wuling miraculous cars, resisting BYD's sales expansion here.

4. Geely, Great Wall, FAW, Dongfeng and Changan are not smooth in the transformation of new energy.

Volkswagen has become the only fig leaf for joint venture car companies in terms of new energy.

Factory shutdown and upgrading Tesla insured less than 10,000 vehicles in July the most surprising performance should be Tesla, the overall insurance volume is only 8933, there has been a cliff-like decline. Among them, the sales volume of Model Y is only 8083, and the Model 3 is only 850, which is very unbearable.

▲ Tesla Shanghai Insurance data in July

Last month, the insured number of Model Y vehicles was 51748, which firmly ranked first on the list of the best-selling new energy vehicles, while Model 3 also ranked third with 25514 vehicles.

In other words, among the top three new energy vehicles in June, Tesla alone occupied two seats, while the risky performance in July is obviously not the true level of Tesla, so what is the reason for the collapse?

In fact, Tesla's dangerous collapse in July is mainly related to Tesla's own rhythm. There have been media reports that Tesla will upgrade the production line in July. As a result, the production of Model Y will be suspended in the first two weeks of July, and the Model 3 production line will be suspended for 20 days from July 18. The upgrade is expected to be completed in early August.

According to data from Tesla's previous internal memo, the Shanghai factory had a weekly production capacity of 17000 vehicles in mid-June, or about 68000 vehicles a month.

▲ Tesla Shanghai Super Factory

The shutdown directly lost more than half a month of production capacity, directly reducing the production capacity of nearly 40,000 vehicles. The wholesale data of the Federation of passengers also show that Tesla's wholesale volume in July was 28000 vehicles, which is basically the same.

However, it is worth noting that at present, the production capacity of Tesla's Shanghai factory is not entirely sold at home, and since the production capacity of the German factory has not yet been fully increased, a large part of the production capacity of the Shanghai factory has been exported abroad, which may also be one of the main reasons for the low risk this month.

On the other hand, since Tesla Model Y was put into production, the production capacity of the Shanghai factory began to tilt to the Model Y model, and the production capacity of Model 3 has been reduced, and the production line of Model 3 has been shut down for a long time, so it is reasonable to have a low risk.

However, at present, Tesla's Shanghai factory has been upgraded, and its production capacity has increased to a certain extent. It is believed that Tesla's risk will return to the top again in August.

The top five newly built cars have broken through 10,000 collectively, and the pattern has gradually stabilized. After seeing Tesla, let's take a look at the new car building company.

Since the beginning of this year, the sales data of new car companies have been very strong, breaking the 10, 000 mark many times.

Although from the release of their own sales data, the seats of the top five newly built cars in July are Nezha, Zero, Xiaopeng, ideal, and Weilai. However, from the specific risk data, the seats of the top five newly built cars in July are Xiaopeng, Nezha, ideal, zero run, Wei Lai.

Insurance data of the top five newly built cars of ▲ in July

However, as latecomers, it is admirable that Nezha and Zero have been able to get out of the first-tier new car-building companies and remain 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.

Its first model has almost been discontinued, with only single digits at risk each month.

The ideal ONE is still the first popular car in a new car company, and even though it has released a new model, it still achieved more than 10,000 insurance data last month, indicating that its precise positioning is still attracting target customers.

The ideal L9, which claims to be the best SUV in 5 million, is in the early stages of delivery.

▲ ideal L9

Xiaopeng's performance on this side is very stable, P7 has maintained a stable output since this year, and Xiaopeng P5 has always maintained a stable risk situation.

Due to the pricing of the model, it is not fair to directly compare the insurance volume with other cars, and after months of influence of spare parts, Weilai has returned to the camp with monthly sales of more than 10,000 yuan.

Weilai's product camp has also switched from the original "8766" to "8766". The performance of the second car ES6 is still strong, or its risk, while the risk of ET7, which just started delivery this year, is growing steadily. This also reflects the lack of popular models of Xilai cars, which only rely on car-sea tactics to maintain sales.

▲ Weilai ET7

In addition, Weilai is also the car company with the largest number of new car plans among the top five newly built cars. ES7, ET5 and other models are already on the road, and even a second brand has been planned, which is also being vigorously promoted. Therefore, the future competitiveness of Xilai should not be underestimated.

According to BYD's strong dominance, the fatigue of new energy vehicles on the Great Wall highlights which is the most popular new energy vehicle company in the first half of this year, and BYD must be the only answer.

The sales volume exceeded 100000 for many months in a row, and the sales in the first seven months exceeded the total sales of last year. BYD used its specific performance to explain why new energy vehicles are the general trend of the future. even the sales of a BYD car company have exceeded the top five newly built cars + Geely + Great Wall + FAW + Dongfeng + Changan, showing a very strong performance.

From a product point of view, BYD has come up with several popular products, and also covers various price ranges. In the price range of more than 200000, BYD Han achieved the initiative of risking more than 20, 000 units a month, and only Tesla Model 3 had such a strong performance before.

Within the range of 10-20, BYD took out the Song series, Qin series and Yuan series, all of which had a risk of more than 20,000 vehicles and became the main contributor to the risk.

In the 100,000-level market, BYD also has dolphin models, which reached 14584 in July. These models include both mixed models and pure electric models, and the risk data also prove that as long as the strength is strong, all the technical routes are not worried about selling.

BYD's strong performance is not only reflected in the overall risk, even if specific to each province and city, BYD's performance is still very outstanding.

Car East and West counted the risks of new energy vehicles in 31 provinces and cities in China (except Hong Kong, Macao and Taiwan), and wanted to see which new energy car companies were king in each province and city.

The final result was very shocking, with the exception of Guangxi and Jilin, the remaining 29 provinces and cities, BYD won the crown of the best-selling new energy car company. SAIC GM Wuling and FAW Group won the first place in Guangxi and Jilin respectively, and the two car companies were able to win the first place mainly because their headquarters are here, even so, BYD ranked second.

Insurance data of new energy vehicle companies in various provinces and cities of ▲ in July

This figure shows that BYD is super competitive.

Compared with BYD's strong performance, the other two private car companies Geely and Great Wall are not doing well. Geely is also in the car sea tactics, pure electric models and mixed models have a total of 20 cars, but the vast majority of them are casual products, its main products are still Dihao series and geometry series.

But slightly embarrassingly, Geely used these two series to break into the new energy car market a long time ago, and previous sales proved that these two series of models could not help Geely quickly join the ranks of first-tier new energy car companies.

At present, Geely is using hybrid technology to open up the market of new energy vehicles through hybrid products, but the effect is not good. Some hybrid models are not as competitive as petrol cars, and sales are only in double digits or even single digits.

If Geely's new energy transformation performance is normal, then Great Wall Motor's performance in new energy can be called a failure, with only 8327 new cars insured throughout July, a very poor performance.

▲ BYD Geely Great Wall New Energy Insurance data for July

The most prominent problem of Great Wall in terms of new energy is that it is too dependent on the Euler brand. Judging from the size of Great Wall, there is room for more products in the new energy vehicle market, but the current results are not entirely satisfactory.

Euler brand is also facing the problem of lack of competitiveness. In July, only the car insurance of the good cat is OK, and the performance of other products is not good. Change the core door, high-priced and low-equipped labels have been accompanied by the Euler brand, and its future development is not clear.

And the risk performance of other mixed models is also very bleak, which may be due to its late entry time, high price and other reasons, while Wei Pai VV7 is an old car, has been basically discontinued. Great Wall still has a lot of work to do if it is to continue to prosper in this market.

On the whole, among the top three private enterprises, BYD has taken off smoothly on the east wind of new energy, and although Geely and the Great Wall will not be eliminated by the market on the basis of fuel vehicles, with the deepening of automobile modernization transformation, the pressure on its shoulders will also increase significantly.

Changan aims at the mini-car market, and Dongfeng borrows the help of the three central enterprises in the B-end market. in terms of risk data, Changan's performance is the best, followed by Dongfeng, and FAW ranks last.

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

▲ Changan FAW Dongfeng New Energy vehicle Insurance data in July

The insured volume of Chang'an in July was 19028 vehicles, which is still in a good position among many traditional car companies. If you take a closer look at its risk structure, it is not difficult to find that a Benz car contributes 12019 of the risk, and bicycles account for 2/3 of the overall risk.

The second most dangerous car is the LUMIN, a new model launched by Changan Automobile and positioned as a minicar.

In other words, Changan's style of play mainly depends on minicars to open the market, and it seems that it wants to copy the style of SAIC GM Wuling.

In the short term, with the huge growth potential of the mini-car market, we can quickly break through in sales, but in the long run, a car company cannot always rely on mini-cars, whose meagre profits are not enough to help them go further.

At present, Changan is also trying its best to carry out the layout of pure electric models, and Deep Blue SL03 is one of its latest attempts, which is still in the early stage of delivery. only 62 vehicles are insured in July, and the follow-up performance of this car is crucial whether Changan can open a new breakthrough in the new energy market.

▲ Changan Deep Blue SL03

According to the data, Dongfeng Motor also has 16214 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 insurance situation of its key Lantu brand is not satisfactory, and the gap between its first car Lantu FREE and its competitor ideal ONE is still very obvious.

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 justifiable.

Of these two models, Red Flag E-QM5 is also the main market for ride-hailing, which has been chosen by ride-hailing drivers in many regions, and its latest version, Red Flag E-QM5 PLUS, is still aimed at the ride-hailing market.

Pentium NAT is the first model to support Ningde era power exchange service, its English name is Next Automatic Taxi (the next generation of intelligent taxi, FAW calls it "national taxi"), from this name we can also see the positioning of the car, its main market is also in the B end.

▲ FAW Pentium NTA is the first model to support Ningde era power exchange service.

But when it comes down to look, FAW these two cars in the ride-hailing market did not win enough orders, on the other hand, FAW models are not rich enough, Pentium B30 and Pentium X40 have been gradually discontinued, only the optional Red Flag E-HS9 because the positioning is relatively high-end, doomed that it will not make much contribution in the amount of risk.

Generally speaking, the progress of the three central enterprises in the transformation of new energy is not smooth, and more changes are needed if they want to be killed in the fierce competition for new energy in the future.

Volkswagen has become a joint venture, but BBA is still not satisfied in the new energy vehicle market, and the performance of the former sales password joint venture is not good.

In the mainstream joint venture car enterprises, only Volkswagen is more determined in the transformation of electrification, and there are already a number of pure electric models on sale. It can also be seen from the risk volume structure that whether FAW-Volkswagen or SAIC-Volkswagen, the models with the best risk are pure electric models, and hybrid models only account for a small part of the risk.

The total insured volume of SAIC-Volkswagen and FAW-Volkswagen has reached 22401 vehicles, which has become the only sales responsibility in the joint venture.

Insurance data of New Energy vehicles of ▲ Joint Venture in July

BBA in the beginning of the electrified transformation, but also slow to find a suitable path, although BMW launched a number of pure electric models, but the overall risk is not prominent.

Mercedes-Benz is selling the largest number of pure electric models among the three, including EQA, EQB, EQC and EQE, but these four cars are at risk of less than a thousand, and what really helps Mercedes-Benz sales is mixed models.

Audi's performance was the worst, with a total of less than 1000 cars, including pure electric models and plug-in models.

At present, Audi is facing the greatest pressure among the three BBA companies, and there is an urgent need to launch a representative work in the domestic new energy car market.

Among other overseas car companies, the top three Japanese companies started very late in electrification, and there are no attractive products at this stage. Toyota's first pure electric model under development got off to a bad start and began to recall before it was delivered in large quantities.

Among American car companies, GM's most insured model is the Buick Velite 6, with 3466 vehicles insured in a single month. But this car is not a pure electric model, but a mixed model, and there is a certain discount at the terminal, so the risk performance is OK.

The performance of other models is mediocre. The latest Cadillac LYRIQ is still in the early stages of delivery, with only 71 new cars insured in July, and it is hard to say how it will perform.

▲ Cadillac LYRIQ

Compared with GM, Ford's performance is even worse, both pure electric models and plug-in models are very low-risk, of which the best is the Mustang Mach-E, as Ford's first all-electric model, only 662 vehicles a month, the performance is really a bit dismal.

But this is already the facade of Ford in terms of new energy, and the insurance figures for the two mixed models are 4 and 21 respectively, which is slightly embarrassing.

On the whole, the joint venture car companies do not seem to be ready for new energy and have not launched explosive products for a long time. At present, Volkswagen has already taken a step forward with its car sea strategy. If other car companies want to stay behind, they need to put down their past honors and start all over again.

Conclusion: the market pattern of new energy vehicles is becoming more and more stable. From the above data, it is not difficult to see that Matthew effect is emerging in the domestic new energy vehicle market, and BYD, Tesla and even the top five newly built cars are making great strides. While some other car companies are still spinning around in place, and even some car companies are still retreating.

New energy vehicles have become a global consensus, that is to say, the competition of the automobile industry in the future is actually the competition of new energy vehicles, then the first mover will occupy more advantages.

At present, the domestic new energy vehicle market pattern is also gradually stable with the continuous promotion of the first mover, and the newcomers need to make more efforts if they want to get a piece of the new energy vehicle market.

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