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News & info News

Enterprises welcome strong demand for new energy vehicles in peak sales season

日期: 2022-10-11
浏览次数: 1

On October 10th, Changan Automobile released its September production and sales report, and its sales volume in September reached 215,400 units, up by 14.42% year-on-year. In addition, BYD, Guangzhou Automobile Group, SAIC, Nezha Auto, LI and other new power car companies have handed over a brilliant monthly report card.

According to Kaiyuan Securities, the monthly sales of BYD, GAC Ai 'an, Nezha Auto, etc. have continued to record high, and consumers' demand for new energy vehicles with strong product strength is still strong. At the same time, new products of car companies are released intensively, the supply of models is increasingly abundant, and the product strength is further improved.

Bright sales

In terms of traditional car companies, SAIC sold 517,000 vehicles in September, a record high for the year. Since May, SAIC has been accelerating the pace of production and sales replenishment, achieving 'five consecutive increases' from the previous month. From January to September, SAIC sold a total of 3.77 million vehicles, a year-on-year increase of 4.2%. SAIC Group's independent brand, new energy and overseas market business continue to exert its strength. Among them, SAIC Group sold 95,000 new energy vehicles in September, a year-on-year increase of 48.5%; Overseas sales have broken the historical record, reaching 108,000 units, up 51.2% year-on-year.

In September, the sales volume of BYD's new energy vehicles reached 201,300, a year-on-year increase of 183.07%. This is the seventh consecutive month that BYD's sales volume exceeded '100,000 vehicles', and it was the first time that BYD reached the '200,000 vehicles' sales mark. From January to September, the cumulative sales of BYD's new energy vehicles reached 1.18 million, a year-on-year increase of 249.56%.

In terms of new power car companies, Nezha Auto has successfully 'attacked' from the second echelon, ranking first in the list of new power delivery for three consecutive months. In September, Nezha delivered 18,005 cars, up 134% year-on-year; From January to September, a total of 111,190 vehicles were delivered, a year-on-year increase of 168%.

LI reversed its poor delivery last month, jumping from the sixth place in August to the second place in September. In September, LI delivered a total of 11,531 new cars, a year-on-year increase of 62.5%. Zero-running cars have gradually settled in the head position of the new forces, ranking third in the delivery list in September, with a delivery volume of 11,039 vehicles, a year-on-year increase of over 200%.

It is worth mentioning that the sales volume of AITO brand Jiejie series models under Selis is growing rapidly. The delivery volume of Jiejie series reached 10,142 vehicles in September, continuing the growth momentum in August, and the delivery volume reached a new high, with the monthly delivery volume exceeding 10,000 for two consecutive months.

Strong demand

Since September, the auto market has entered the traditional 'Golden September and Silver 10' sales peak season, and a number of directly operated stores of auto companies have adopted diversified promotional activities, overlapping the intensive launch of new models, which has greatly promoted the sales growth.

'Now, in addition to the 7,000-yuan insurance subsidy, all models of Model 3 and Model Y can also enjoy the low-interest financial discount of installment payment, which is very cost-effective.' Guo Xin (pseudonym), a salesperson of Tesla Direct Store in Huiju Xihongmen Shopping Center in Beijing, told reporters on October 10th. He admits that since the end of September, many customers have come to see the car and place orders. Now it takes about 4-8 weeks to pick up the car when placing an order.

On October 10, according to the preliminary statistics of the Federation, in September, the retail sales of passenger cars in the whole country reached 1.908 million, a year-on-year increase of 21% and a quarter-on-quarter increase of 2%. Passenger car manufacturers across the country wholesale 2.249 million vehicles, a year-on-year increase of 29% and a month-on-month increase of 7%.

''Golden September and Silver 10' has arrived, and the local policy of encouraging automobile consumption has been intensively introduced in line with the peak sales season. The number of new automobile products is much higher than that of the same period in the past two years. The demand for cars as transportation and suburban leisure has increased significantly. ' The Federation said.

At the beginning of September, the M5 EV, a smart luxury pure electric SUV, was officially listed, which is the third new energy vehicle product released in the series of asking circles within one year. On September 30th, Weilai ET5 started delivery. LI has recently issued three new cars, Ideal L9, Ideal L8 and Ideal L7.

According to industry insiders, with the new cars of major car companies listed and delivered one after another, the models are further enriched, which is expected to bring a small climax of car purchase in October.

Supported by strong market demand, car companies are full of confidence in annual sales. SAIC said that since the beginning of this year, the cumulative sales of SAIC's new energy vehicles and overseas markets have reached nearly 700,000, and it will strive to sprint 'double million vehicles' throughout the year. China Automobile Association believes that this year's automobile sales in China are expected to reach 27 million, an increase of about 3% over the same period of last year.

According to the Federation, driven by the steady improvement of domestic demand for new energy vehicles and the strong increase of leading new energy vehicle companies, the market-oriented growth momentum of new energy vehicles is strong, especially the current policies of promoting consumption of new energy vehicles in various places, no matter the subsidy amount or coverage, which is not lower than that of fuel vehicles, thus accelerating the growth of sales of new energy vehicles.

Speed up the sea

With the rapid development of the new energy vehicle market, new and old car companies have accelerated the layout of overseas markets.

In terms of traditional car companies, on September 28th, BYD held the European conference of new energy passenger cars, launched three models for the European market, including Han, Tang and Yuan PLUS, and announced the official pre-sale prices. BYD said that the above three models will also be listed at the Paris Motor Show in France, and will be delivered to many European countries, including Norway, Denmark, Sweden, the Netherlands, Belgium, Germany and other countries. Before the end of this year, BYD will further explore the French and British markets, and provide local consumers with high-quality new energy passenger cars and supporting services.

Since the beginning of this year, BYD has continuously promoted its international strategic layout. Since September alone, BYD has successively signed a number of cooperation agreements. On September 8th, it signed a contract with WHA MUGUR PETRU CIUBANCAN Group Volkswagen Co., Ltd., announcing that the first overseas passenger car factory has landed in Thailand; On September 28th, it signed a cooperation agreement with Senamei Malaysia to promote the development of Malaysia's new energy automobile industry.

As for new car companies, on October 8th, Weilai announced that it would establish a complete operation system consisting of products and services in Germany, the Netherlands, Denmark and Sweden. In addition, Weilai's three latest models ET7, EL7 and ET5 will be open for booking in Germany, the Netherlands, Denmark and Sweden through subscription mode, but they only provide rental services, not direct sales.

Weilai also said that it will build a perfect power-up system in Europe, and plans to build 20 power stations by the end of 2022, which is expected to reach 120 by the end of 2023.

According to the CITIC Research Report, it is expected that the overseas sales of China car companies will reach 3 million and 5.5 million in 2025 and 2030, respectively, and the overseas sales of China fuel and new energy vehicles will reach 3 million and 2.5 million in 2030, respectively. It is expected that the proportion of sales contributed by independent brands and new forces in overseas markets will reach 25%-40% in 2030.

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