The competition pattern has been changing, and China brand new energy vehicles are being overtaken
In the past February, according to the data released by the Association, Tesla Model? With the sales volume of 3,9 vehicles, it has become the domestic new energy passenger car sales champion, accounting for about 3% of the total sales volume of electric vehicles in China.
in addition to Tesla, TOP? 1 All the other models are China brands, but only Guangzhou Automobile New Energy Aion? S (1,433 vehicles) and BYD's brand-new Qin EV(1429 vehicles) sold more than 1, vehicles.
Let's look at the global sales of electric vehicles in January 22, EV? Sales data shows that Tesla Model? 3 ranked first with 113 vehicles, and TOP? Model 1 does not have a China brand.
in the sales ranking of global new energy passenger car enterprises in January, the TOP five were BMW, Tesla, Renault, Volkswagen, Peugeot and Top? 1 China brand occupies only two seats, with BYD ranking sixth and SAIC ranking seventh.
Let's look at the situation in 219, EV? According to Sales data, about 2.21 million new energy vehicles were sold worldwide, a year-on-year increase of 1%.
according to the data of China Association of Automobile Manufacturers, in 219, the production and sales of new energy vehicles were 1.242 million and 1.26 million respectively (the annual sales of new energy passenger cars were 1.6 million, down 24.5% year-on-year), down 2.3% and 4.% year-on-year.
According to this calculation, the sales volume of new energy vehicles in China accounts for about 55% of the global new energy vehicles, and China is still the largest country in the world.
however, in 219, China's new energy vehicle market suffered the first annual sales decline since the subsidy policy was vigorously promoted in 29.
among them, 972, pure electric vehicles were sold, down 1.2% year-on-year; Plug-in hybrid vehicles sold 232, vehicles, down 14.5% year-on-year; Fuel cell vehicles sold 2,737 vehicles, a year-on-year increase of 79.2%.
In addition, there are two sets of data worthy of special attention: in the pure electric market, the share of new car-making forces is gradually approaching 9%; In the blended market, the share of independent brands dropped from 98% in 217 to 88% in 218, and then dropped to 58% in 219. Correspondingly, the share of joint ventures rose rapidly.
according to the statistics of the national passenger car market information association, the top ten new energy passenger car sales models in China in 219 are: Beiqi EU series, BYD Yuan EV, Baojun New Energy, Chery eQ, BYD Tang DM, BYD e5 and Aion (AION? S), Roewe Ei5, Euler R1, Emgrand EV. At present, there are no new car models entering the top 1.
among them, BAIC new energy EU series won the sales champion, with annual sales of 11, vehicles, and it is also the only vehicle with sales of over 1, vehicles. BYD's small SUV Yuan EV won the runner-up and sold 6, vehicles throughout the year.
One of the highlights of China's new energy vehicles in p>219 is that among the new car-making forces, Weilai, Weimar, Tucki and Nezha all sold more than 1, vehicles.
LI, which officially delivered in December last year, also delivered an ideal answer sheet, and delivered more than 1, vehicles that month. The first car U5 of Aichi Automobile was launched on December 19, 219, which basically meant that it was difficult to complete the delivery that year.
The environment is difficult. In this year, some of the new forces continued to rise, some stagnated, and some sank. This group of special groups came into being to adapt to the transformation of automobile modernization, and they are still looking for their own way of life.
22 started badly, and the competition pattern is already changing. China brand new energy vehicles are being overtaken.
of the following 13 domestic new energy automobile enterprises, who do you see the hope of China's new energy automobile? Please vote at the end of the article.
Beiqi new energy: pure electricity sales?
the annual sales volume was 15,61 vehicles, down 4.69% year-on-year, and it became the champion of pure electric vehicle sales in China for seven consecutive years. Among them, the EU series sold 111,125 vehicles, up 244.2% year-on-year, accounting for nearly 74% of the total sales.
in p>219, BAIC new energy put forward the development strategy of "product up, brand up". A new generation of high-quality models such as EU5, EX5, EX3 and EU7 have become sales leaders.
Beiqi New Energy has also carried out platform development around products, and has formed three platforms, namely BE11, BE21 and BE22, covering more than 3 products in the next five years.
In March p>219, ARCFOX, a high-end intelligent new energy vehicle brand owned by BAIC New Energy, launched its first brand in the world at the Geneva Motor Show, and will launch four pure electric vehicles continuously from 22.
in October, BAIC group launched a brand-new BEIJING brand integrating tradition and innovation, opening a new chapter of independent development. BEIJING brand will become the brand of Beiqi new energy products that have not been named before.
BAIC's new energy-for-electricity model has achieved successful demonstration operation in Beijing. In 219, Beijing purchased 6,25 vehicles and put more than 4, vehicles into operation, and 9 charging and replacing power stations were built and put into operation in the Fifth Ring Road and key areas. BAIC New Energy has operated 16, electric taxis in 15 cities across the country and built 187 power stations.
As of June 219, R&D investment has exceeded 5.3 billion yuan, accounting for more than 1% of revenue. In July, Beiqi New Energy invested 2.51 billion yuan to build a new energy vehicle test center, which opened in Beijing Yizhuang Blue Valley.
in p>219, BAIC new energy further expanded its circle of friends and strengthened its strategic cooperation with other outstanding enterprises.
In January, Magna Welland New Energy Vehicle Technology (Zhenjiang) Co., Ltd., a joint venture with Magna, was unveiled. Established a joint laboratory for autonomous driving with visionICs, a Silicon Valley technology company; Established Beijing Orange New Energy Automobile Technology Co., Ltd. with Didi's Xiaoju Automobile Service * * *; Signed a comprehensive business cooperation agreement with Huawei and jointly established the "1873 Davidson Innovation Lab".
in August, we established a technology development partnership with Mercedes-Benz Energy Co., Ltd., and both parties intend to establish a battery cascade energy storage system in China in the future.
in September, CTP modular-free battery pack was launched in cooperation with Contemporary Amperex Technology Co., Limited, and it was first put on BAIC new energy EU5.
In October, together with State Grid Electric * * *, we created "Pure Electric New Retail" in the new energy automobile industry, and * * * released "1, new retail vehicles signing and eco-marketing model of vehicle pile electricity".
in January p>22, facing the next decade, BAIC new energy put forward the "229 plan" and laid out the road map of "one goal, two major paths, three major initiatives and four major systems".
BYD: The momentum is no longer
In p>219, BYD sold 229,56 new energy vehicles, down 7.39% year-on-year, which is equivalent to its sales of 231,893 fuel vehicles.
including plug-in hybrid vehicles, in 219, BYD's new energy passenger car sales won the national championship for the sixth consecutive year, but it sold about 148, cars less than Tesla, the world's number one player in electric vehicles, and lost its position as the global champion for four years, ranking second in the world.
among them, there were 219,353 new energy passenger cars, down 3.43% year-on-year. Specifically, the sales volume of pure electric vehicles was 147,185, up 42.53% year-on-year; The mixed sales volume was 72,168 vehicles, down 41.75% year-on-year.
The three best-selling models are: Yuan EV sold 61,551 vehicles in the whole year, up 81.5% year-on-year, ranking second in the annual sales of new energy vehicles; Tang DM sold 34,84 vehicles throughout the year, down 3.4% year-on-year, ranking fifth in annual sales of new energy vehicles; E5' s annual sales volume was 32,929 vehicles, down 25% year-on-year, and the annual sales volume of new energy vehicles ranked sixth.
in p>219, Qin Pro? DM, Song MAX? DM, Yuan EV535, e1, Song Pro? EV and Qin Pro? EV Super Edition, e2, e3 and other new energy vehicles with fuel vehicles are on the market.
On June 25th, BYD Global Design Center Building was completed in Pingshan, Shenzhen, which opened a new stage of the development of "technology+design" two-wheel drive.
on November 7th, Toyota signed a joint venture agreement with BYD on pure electric vehicle R&D company, announcing that it will jointly develop pure electric vehicles and power batteries. The new company will be formally established in China in 22.
GAC New Energy: Fierce
219 is the third year of the establishment of GAC New Energy, with the annual sales of 42,3 vehicles, up 11.6% year-on-year. Among them, Aion? S sold 32,493 vehicles, accounting for more than 77% of the total sales.
on April 27th, as the first strategic model of new product system of GAC New Energy, pure electric car Aion? S listed. It is based on GEP, the second-generation pure electric platform of GAC, with a comprehensive cruising range of 51km and L2-level automatic driving function.
on April 3th, 1,5 vehicles of GAC New Energy GE3? 53? The delivery of pure electric SUV taxis will help Guangzhou fully promote pure electric taxis. On November 14th, 22 GE3? 53 is renewed and upgraded again.
On October 17th, luxury intelligent super-running SUV? Aion? LX is listed. It is said that the acceleration of 1 kilometers is 3.9s, the comprehensive endurance is over 6km, and L3-level automatic driving is the first to be equipped with GAC ADiGO intelligent driving interconnected ecosystem. December 14th, Aion? LX was listed as one of the top ten cars in the 7th Xuanyuan Award.
in addition to launching new products, we are constantly upgrading our service ecosystem.
provide exclusive services to car owners through GAC New Energy APP, jointly release the innovative charging service model "Charging Service Package" with State Grid Electric, and also launch "Ai 'an?" including two core platforms: Ai 'an Service Center and Ai 'an Club. One-click exclusive service. "
according to the plan, GAC new energy will rely on the second-generation pure electric platform and launch at least two products every year to realize the leap from the product 1. era to the product 2. era.
Chery New Energy: maverick
The annual sales volume was 46,777 vehicles, of which Chery eQ sold 39,41 vehicles, accounting for more than 84%, ranking second in the sales volume of A pure electric vehicles in 219; Arrizo 5e sold 3,597 vehicles.
On June 24th, 219, the 1th Chery new energy ant eQ1 rolled off the assembly line. On June 28th, 219 Little Ant eQ1 was launched. Since the first generation went on the market in March 217, the little ant eQ1 has undergone three iterative upgrades, which not only broke the sales volume of 1, vehicles, but also ranked first in the travel market.
In July, Chery New Energy teamed up with Suning Automobile to realize channel sinking through cooperation with platforms such as Suning Store and Retail Cloud.
August 25th, Tiggo E&; Arrizo e two-car market. On the same day, Chery New Energy also took the lead in announcing the "Three Power Lifetime Warranty" policy, giving the three power systems lifetime warranty to the first non-operating owners of Tiggo E, Arrizo E and 219 Little Ant eQ1.
December 28th, pure electric SUV? S61 is offline in Wuhu. It is built by the fourth generation ultra-light intelligent interconnected electric LFS platform of Chery New Energy. It is another core strategic model of Chery New Energy after Little Ant eQ1, and it is an important product to enhance the brand of this company. It is expected to be officially unveiled in early 22 and is expected to go on sale in the first half of the year.
Chery New Energy's two strategic products are ultra-stable frame structures formed by high-strength aluminum alloy extrusion profiles and closed sections, which are the first in the industry without stamping.
Chang' an New Energy: Successful Mixed Reform
219 is the second year of the establishment of Chang' an New Energy, with the annual sales volume of about 28, vehicles, of which 23, vehicles were Yidong EV, accounting for 82% of the total sales volume.
March 3th, CS15? EV4 is on the market. On May 11th, Yidong ET went public. Changan New Energy also upgraded its pure electric vehicles in an all-round way. On December 1th, E-Pro, a modified model of CS15EV, was launched.
E family is a new generation product of changan new energy, except for E-Pro and E-Rock(CS55? PLUS? EV), E-Star (running EV), E-Life (escaping EV)? The other three models of the E family are scheduled to be launched in 22.
in terms of autonomous driving, on July 26th, China's first domestic 5G autonomous driving public service platform and 5G autonomous driving open road scene demonstration operation base were launched. As the first car enterprise to settle in Chongqing autonomous driving 5G public service platform, Changan New Energy's new generation L4 autonomous driving will continue to operate in Xiantao Valley, Chongqing for two years.
in terms of hydrogen fuel, on November 18th, Changan New Energy UK Hydrogen Fuel Cell Technology Innovation Center was established in Birmingham, England. The innovation center will operate on the basis of the APC project of the British government that has been successfully declared, and Changan New Energy will cooperate with the British fuel cell enterprise Intelligent? Energy*** develops full-power fuel cell vehicles.
we have made further progress in foreign cooperation. On September 1th, Chang 'an New Energy entered Chongqing Longxing New Energy Science and Technology Innovation Park, and announced the establishment of 11 joint technology innovation centers with TEL, Guolian Battery, Aero-Optoelectronic Institute, Qingyan Institute of Technology, and China Automotive Research Institute, so as to * * * build * * * an open platform for sharing wisdom * * *.
the most important thing is to introduce four strategic investors in November, such as Changxin Equity Fund, Liangjiang Fund, Southern Industrial Fund and Nanjing Runke Investment, to complete the reform of mixed ownership and become the first automobile central enterprise in China to realize mixed reform.
changan new energy will invest 1 billion yuan to build 56 new laboratories in the next three years. In 22, three special platforms for new energy vehicles will be built.
Jiangling New Energy: Renault shares
219 is the fifth year of the establishment of Jiangling New Energy, with annual sales of 44,5 vehicles. Among them, the best sales volume is E2,325 vehicles, accounting for 73% of the total sales volume. The sales volume of Yizhi EV3, which went on sale in March 219, was 5,338.
On May 23rd, the assembly workshop of Jiangling New Energy Kunming Base was completed and put into use. In December, Yizhi Travel got the national network taxi business license.
Jiangling New Energy also welcomed a new investor. On July 17th, Renault Group increased its capital by 1 billion yuan and became a shareholder of Jiangling New Energy, holding 5% of the shares.
What is more commendable is that in December 219, Yizhi EV3 was listed among the top ten nominated cars in the 7th Xuanyuan Award.
In p>22, Jiangling New Energy will launch two new products, and one new product will be released.
Weilai: Good things often grind
On January 6, 22, Weilai officially released the sales data for the last month of 219: the monthly delivery volume reached 3,17 vehicles, up 25% from the previous month, a record high for the whole year, which is the fifth consecutive month of delivery growth for Weilai in 219.
2,565 vehicles were delivered in the whole year, an increase of 81% year-on-year, ranking first in the delivery volume of domestic new car-making forces.
A few days before the sales volume was released, the Q3 financial report proved Weilai's achievements since 219 from another dimension. Continued narrowing of losses