Text/crayon new? Figure/source network
A few days ago, the 20 19 global new energy vehicle market sales data report card was officially released. Although the growth rate did not meet the previous expectations, Tesla greatly surpassed BYD to win the annual sales champion, and the real threat of traditional car companies has arrived.
The data shows that in 20 19, the global * * * sold about 22 1 10,000 new energy vehicles, up10% year-on-year; At the same time, the global market share of new energy vehicles has also increased from the previous 2. 1% to 2.5%, which is equivalent to 1 new energy vehicle for every 40 vehicles sold worldwide last year.
From the ranking of car companies, the sales of new energy vehicles of the five major car companies all exceeded 6.5438+million, among which Tesla rode the dust, with a sales volume of 367,820 in 2065.438+09, surpassing BYD to win the championship with a leading edge of nearly 6.5438+040. Tesla's victory also means that BYD missed the "five consecutive championships" in the global new energy market.
BAIC New Energy and SAIC ranked third and fourth with 16025 1 vehicle and 137666 vehicle respectively; The sales of BMW Group, Volkswagen Group and Hyundai's new energy vehicles increased significantly in 20 19. BMW * * * sold 128883 vehicles, and entered the top five in the manufacturer list, while Volkswagen and Hyundai rose to the sixth and ninth places respectively. Geely Automobile became the fourth China automobile enterprise to enter the top ten list of manufacturers, ranking eighth.
Nissan and Toyota ranked seventh and tenth respectively. In addition to the above-mentioned top ten manufacturers, ten car companies, including Kia, Mitsubishi, Renault, Chery, GAC New Energy, Volvo, Great Wall, Dongfeng, Changan and Jianghuai, have also achieved good sales and entered the top 20 global new energy sales rankings. Half of the top 20 car companies are China car companies, which reflects the huge new energy market in China.
Then in 20 19, the global sales of new energy vehicles increased by 10%, and Tesla was the king, accounting for half of the independent car companies. What trends are hidden behind the rising data of Volkswagen, BMW and Hyundai? Let's take a closer look.
Trend 1: the product is king effect is more obvious.
Behind the 20 19 global new energy vehicle market sales data, a trend is reflected that in the future, in the new energy vehicle market, products should be more obvious.
From the sales ranking of a single model, Tesla model? 3 occupy the first place in the list with absolute advantage, and the sales volume has exceeded 300,000 units in one fell swoop. The sales volume of a single car exceeds the annual sales volume of all new energy vehicles under BYD, which ranks second.
As the cheapest Model of Tesla to date, Model? With excellent cruising range, interactive experience and excellent power, it has been increasingly recognized by consumers around the world, and the sales volume in 20 19 reached a new high after the production capacity was improved.
On the other hand, BYD, which ranked first in global sales of new energy vehicles for four consecutive years, suffered a serious decline in sales in the second half of last year due to the sharp decline in China's subsidy policy for new energy vehicles. The cumulative sales volume of all new energy vehicles in 20 19 is 229,506, which is far from the sales target of 400,000 vehicles set at the beginning of the year, and only 2,000 vehicles more than the sales volume of 227 152 vehicles in 20 18.
The EU series of BAIC New Energy became the second-largest electric vehicle in the world last year. In February last year, 65438+ sold 2 1.963 vehicles, setting a new sales record, and the monthly sales exceeded 20,000 vehicles for the first time. Although the EU series sold1110438+0047 vehicles, the price/performance ratio was good, but it was still different from Tesla models. There is still a big gap compared with 3.
It is worth noting that the domestic models produced by Tesla Giga in Shanghai? 3 was officially delivered on June 5438+ 10 this year, and the price was further reduced to less than 300,000 yuan, and the cost performance of the product was further improved, and its popularity in China was unprecedented. In addition, Tesla has previously announced that it has reached cooperation with LG Chem and China Contemporary Ampere Technology Co., Ltd. to provide batteries for its electric vehicles made in China. In this way, after all the batteries are supplied, the price of domestic cars is expected to drop again and the product strength will be further improved.
It can be seen that in the future new energy automobile market, the competitive sales among automobile enterprises will return to the product itself. Under the influence of external factors such as the loss of policy subsidies, products should be more effective. With the attack of Tesla and the continuous entry of more high-end brands, the product competition in the new energy market will reach a new height.
Trend 2: The competition between Chinese and foreign car companies is more intense.
Although half of the top 20 auto companies in the global new energy vehicle market in 20 19 are China auto companies, which proves China's advantages in new energy vehicles and reflects China's huge new energy market, the rise of many foreign-funded enterprises such as BMW Group, Volkswagen Group and Hyundai Motor also means that the competition between Chinese and foreign auto companies will be more intense in the future.
In recent years, with the contrarian growth of new energy vehicles in the cold winter of the automobile market, electrification has become an irreversible trend, and many foreign automobile companies have also laid out new energy markets. From the data of 20 19, the layout of BMW, Volkswagen and Hyundai in the field of new energy has achieved initial results, and the sales volume has increased significantly.
Among them, BMW 5 Series New Energy and BMW i3 both entered the TOP 10 ranks, ranking sixth and tenth respectively, becoming the only car company with two electric vehicles in the top ten global sales; In terms of product planning, BMW has defined 2020 as the "Year of New Energy Vehicles" and will launch six new energy vehicles in China this year.
Volkswagen Group sold 84 199 electric vehicles in 20 19 * *. With the delivery of Volkswagen ID series, Volkswagen is expected to hit the top five global new energy sources in 2020. In terms of product planning, Volkswagen has previously indicated that it will launch 65,438+00 electric vehicles with id in China before 2023. It will take the lead in domestic production in 2020.
In the list of the top ten sales of single models, there is also Beijing Hyundai Anseno EV (foreign Hyundai Kona? EV), Onsinoev is also the first NEDC joint-venture brand new energy vehicle with a comprehensive cruising range of 500km in China, with an annual sales volume of 44,386 vehicles in the global market, and its strength should not be underestimated.
In addition, Mercedes-Benz EQC and Audi e-tron, which were listed in June 5438+February last year, also have excellent product competitiveness, and will also join the top ten global new energy vehicle sales in 2020.
While foreign automobile companies are constantly entering the new energy automobile market in China, China automobile companies are also actively deploying overseas, and new energy automobile companies are also constantly exporting overseas. Among them, Geely's Geometric Automobile directly chose Singapore as the venue for its overseas listing conference, and EZS, a subsidiary of SAIC MG, also achieved good sales results in several overseas countries several months after its listing.
With the arrival of more foreign brand new energy vehicles, the living space of China brand new energy vehicles will be further squeezed, and the competition between Chinese and foreign car companies will be more intense. Whether in pure electric vehicles or plug-in hybrid vehicles, the competitiveness of independent brands still has a lot of room for improvement, especially in 2020 when there are more and more joint venture brand models.
Trend 3: high-end is becoming more and more obvious.
According to the data of China Automobile Association, in 20 19 years, China produced pure electric vehicles1020,000 vehicles, up by 3.4% year-on-year; Sales of 972,000 vehicles decreased by 65,438+0.2% year-on-year. Affected by the decline of new energy subsidies, the sales of new energy vehicles in China were greatly affected in the second half of last year, but in comparison, the market demand of pure electric passenger cars has not changed much compared with 20 18, which also means that in the market environment where subsidies for new energy vehicles are gradually weakening, the consumption demand of pure electric vehicles has not shrunk, and the sales of pure electric vehicles with high driving range are still increasing.
20 19 China head enterprise, a new force in automobile manufacturing, has passed the first vehicle delivery difficulty and started to enter the formal vehicle sales stage. The new forces of car-making rarely detect low-end products below 6.5438+10,000 yuan, and most products are positioned in the middle and high end, focusing on intelligent network connection function to provide consumers with higher-end services. These products, which flaunt the new power of building cars that understand the market demand best, are gradually accepted by the market, and also reflect the growth of demand for high-end pure electric passenger cars to some extent.
As Mercedes-Benz, BMW, Audi, Volkswagen and other multi-brand new energy vehicles continue to enter the domestic market, the market for high-end new energy vehicles will become more and more obvious. Compared with domestic fuel vehicles, after years of development, the high-end trend of the new energy vehicle market is more rapid.
Looking at the global new energy vehicle market in 20 19 years, Tesla can be described as riding the dust, but the new energy vehicle market grew by 10% and its market share increased, which fully explained the development trend of the new energy vehicle field in the future. The effect that products are king will be more obvious, and with the arrival of more foreign brand new energy vehicles, the living space of China brand new energy vehicles will be further squeezed, and the competition between Chinese and foreign car companies will be more intense.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.