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News & info News

New energy vehicles usher in a market turning point

日期: 2021-11-12
浏览次数: 2

On November 10, the data released by China Automobile Industry Association showed that the automobile sales in October exceeded 2.33 million, with a year-on-year decrease of about 10 percentage points compared with the previous month. Among them, the performance of new energy vehicles is outstanding, and the production and sales volume hit another record high, with a year-on-year increase of 1.3 times. Xu Haidong, deputy chief engineer of China Automobile Industry Association, said, 'this year, new energy vehicles usher in a market-oriented inflection point'.


Market demand is still strong

From the monthly data, this year, the 'golden nine silver ten' of the automobile market has become 'golden ten silver nine'.


According to the data of China Automobile Association, in October, the automobile production and sales reached 2.33 million and 2.33 million respectively, with a month on month increase of 12.2% and 12.8%, and a year-on-year decrease of 8.8% and 9.4%. From January to October, the production and sales of automobiles were 20.587 million and 20.97 million respectively, with a year-on-year increase of 5.4% and 6.4%, and the growth rate continued to fall slightly from January to September.


In October, automobile production and sales continued to grow month on month, and the year-on-year decline was narrower than that of the previous month. Chen Shihua, Deputy Secretary General of China Automobile Association, analyzed that the chip supply in October was slightly relieved compared with that in September. Although the effective working days of the National Day holiday were relatively reduced, the automobile production and sales continued to recover, and the overall situation showed signs of improvement.


In October, the production and sales of commercial vehicles were 342000 and 326000 respectively, with a month on month increase of 10.0% and 2.5% respectively; The year-on-year decline was 26.9% and 29.7% respectively, which was narrower than that in September. According to the analysis of China Automobile Association, commercial vehicles are affected by the switching of emission regulations, with heavy overdraft in the early stage and insufficient expectation of market demand, which affects the current market to a certain extent.


For the automobile market at the end of this year, the analysis of China Automobile Association believes that 'the automobile industry is still facing chip pressure in the next two months, but it is estimated that the overall market of the whole year will still show cumulative growth'.


For the phenomenon of raising prices and picking up cars in the terminal sales market, Xu Haidong said that there are such problems, mainly due to the shortage of chips. The phenomenon of raising prices and collecting cars by independent brands is rare, and joint ventures and imported cars are relatively obvious. In fact, the main engine factory did not raise the price, and the price increase was mainly the behavior of individual dealers. He believes that the price increase will have a certain impact on the whole brand.


New energy vehicles are increasing rapidly

The growth rate of new energy vehicles is more obvious. In October, the new energy vehicle market continued its good performance on the whole, and the production and sales reached another record high, reaching 397000 and 383000 respectively, with a month-on-month increase of 12.5% and 7.2%, and a year-on-year increase of 1.3 times.


Among the main varieties of new energy vehicles, compared with the previous month, the production and sales of pure electric and plug-in hybrid vehicles maintained growth; Compared with the same period last year, the production and sales of pure electric and plug-in hybrid vehicles still increased rapidly.


The new forces of car building have achieved good results. On November 10, Li Bin, chairman of Weilai automobile, said at the telephone conference of Weilai automobile's financial report for the third quarter of 2021 that Weilai delivered 24439 vehicles in the third quarter of 2021, a year-on-year increase of 100.2%. New orders hit a record high in October. At present, the delivery volume is mainly affected by supply fluctuations. It is expected that the total delivery volume will reach 23500 to 25500 in the fourth quarter of 2021.


Xiaopeng automobile overcame the challenge of industrial chip supply shortage, delivered more than 10000 vehicles for two consecutive months, and the total delivery in October increased by 233% year-on-year. By the end of October this year, the historical cumulative delivery of Xiaopeng cars had exceeded 100000.


Chen Shihua analyzed that the growth of new energy vehicles is not only due to the continuous improvement of product power and cost performance, but also the recognition of the consumer market. At present, not only users in large cities buy new energy vehicles, but also small and medium-sized cities and even rural areas recognize new energy vehicles. The original age of car buyers was about 30 years old. Now the consumer group is younger and has a higher acceptance of new things.


'Since the beginning of this year, few auto companies have released traditional cars, basically new energy products, and new energy vehicles have become the climate,' Chen Shihua said.


Xu Haidong said that this year will become a historical turning point for new energy vehicles to shift from policy driven to market driven.


Up to now, China's new energy vehicle market penetration has reached a historical high of 16%. Driven by new energy vehicles, China's automobile export has also set a new historical record again. In October, China's automobile exports reached 230000, a year-on-year increase of 1.1 times.


In this regard, Xu Haidong said that there is market demand overseas, and our products can compete with foreign brands. It is expected that the export of new energy vehicles will maintain a high-speed growth trend next year.


From the perspective of product structure, at present, micro cars and small cars represented by Wuling Hongguang mini, namely A00 and A0, and medium-sized cars represented by Tesla and Weilai, namely class B, have become the main sales force of new energy vehicles. Compact cars between 150000 yuan and 200000 yuan, namely class A, still lack ace models.


Experts believe that class a vehicles not only need long-distance endurance, but also have high cost performance. It is very difficult for automobile manufacturers, and it is the same abroad. This is also the main reason why there is no big explosion in the sales of class a new energy vehicles.


'I hope that some improvements like blade batteries can reduce the cost of batteries and make class a vehicles better meet the needs of consumers in terms of cost and performance, which should also be the direction of the future,' Xu Haidong said.


Independent brand market reversal

It is worth noting that in October, the market share of Chinese brand passenger cars showed growth again. In October, the sales volume of Chinese brand passenger cars reached 952000, a year-on-year increase of 9.2%, and the market share increased by 6.2 percentage points to 47.5%.


From the cumulative data, from January to October, the sales volume of Chinese brand passenger cars was 7.387 million, a year-on-year increase of 28.1%, and the market share rose to 43.8%. Although it has not yet returned to the historical peak of 51%, the trend of increasing share of independent brands is undoubtedly exciting.


In fact, this is also the first time since the decline in automobile production and sales in 2018 that independent brands are expected to achieve a double rebound in total sales and market share of the whole year. Chen Shihua said that the market share of independent brand passenger cars continued to rise in October, mainly because independent brand enterprises have more flexible strategies, increased product development efforts and better development of new automobile forces under greater pressure in the industry this year, coupled with the opportunities brought by new energy vehicles.


This round of rebound of independent brands has a high gold content in the market. The data show that since this year, three to five models of class a cars of independent brands have often entered the top ten list of monthly sales. In the past, it was normal that there was no independent brand product in the top ten.


Cui Dongshu, Secretary General of the national passenger car market information joint committee, told reporters that the contribution rate of new energy vehicles to the market is higher and higher, which is an absolute market increment, and independent brands account for 80% of the sales.


'Independent brands will continue to rebound in the fourth quarter.' Cui Dongshu predicted that this round of rebound of independent brands will continue.


Cui Dongshu believes that the technology of independent brands in electrification and intelligence has been in an obvious advantage, which will directly translate into the advantage of product competitiveness. It is more a reversal than a rebound. Market reversal means that the market share of independent brands will exceed the threshold of 50% and occupy 60% or even higher market share in the future.


Chen Shihua expressed confidence in the future market share, and the proportion of independent brands can be further increased. New energy vehicles are a new track. The top independent brands have enough competitiveness, and the new forces of car making will continue to make efforts.


He also reminded that independent brand enterprises have changed early in new energy. Since this year, foreign joint ventures have also been pushing new energy vehicle products, which will put great pressure on independent brands. Taking the product supply chain as an example, all enterprises are working on the industrial chain. The global procurement of foreign-funded enterprises is relatively more advantageous. Independent brands should focus on doing some work at the level of secondary and tertiary suppliers to ensure the safety of the supply chain.

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