Comments on the sales volume of new energy vehicles in Guanyi automobile market in 2022

It turns out that the years of car change are not alive, but the seasons are flowing. In a blink of an eye, 2022 has passed. Looking back on this year, although the domestic automobile industry has not developed in full swing in previous years, it is also developing steadily. Especially in the field of new energy vehicles, although it has experienced a series of disturbances such as lack of core, price increase and refund, according to the year-end sales data, 2022 is basically a scene of family happiness. Six of the top 10 vehicles have increased by more than 100% year-on-year, and new energy with independent brands has become the absolute main force in the market.

The annual sales volume of new energy vehicles was 6.887 million, a year-on-year increase of 93.4%.

According to the data released by China Automobile Association on June 5438+1October 12, in 2022, China's automobile production and sales reached 2,702110,000 and 268.64 million respectively, up by 3.4% and 2. 1% year-on-year. As a result, China ranked first in the world in automobile production and sales for 14 years.

Among them, the production and sales of passenger cars were 23.836 million and 23.563 million respectively, up by 1 1.2% and 9.5% year-on-year, higher than the industry by more than 7 percentage points.

In terms of new energy, the annual production and sales volume reached 7.058 million and 6.887 million respectively, up by 96.9% and 93.4% respectively, and the sales volume also ranked first in the world for eight consecutive years. And the market share of new energy has reached 25.6%, which is 12. 1 percentage point higher than that of 202 1, which indicates that the new energy vehicle market in China will still maintain a high-speed growth in 2022.

In terms of vehicle types, the sales volume and growth of new energy vehicles are mainly concentrated in Class A vehicles, with a cumulative sales volume of 2.386 million vehicles, up by 143.7% year-on-year, of which the main sales price is150,000-200,000 yuan, and the cumulative sales volume is1855,000 vehicles, with a year-on-year growth rate of 2 1 times the second. This also shows that domestic new energy vehicles have gradually occupied a place in the high-end track.

In terms of driving forms, in 2022, the sales volume of pure electric vehicles reached 5.365 million, an increase of 81.6% year-on-year; The sales volume of plug-in hybrid vehicles was 1.5 1.80 million, up1.50% year-on-year; Fuel cell vehicles sold 3,000 vehicles, up 1 10% year-on-year.

Among traditional car companies, BYD's new energy sales have made great strides.

According to the data released by the Association, most of the top 15 car companies in new energy vehicle sales are growing, and there are seven car companies with an increase of more than 100%, namely BYD, Geely, GAC Ai 'an, Chery, Chang 'an, Nezha and Zero Run.

Among them, BYD New Energy is the one with the highest sales volume. With a variety of explosive models, strong technology accumulation, and the rapid increase in the penetration rate of new energy vehicles, the cumulative sales volume in 2022 was nearly 1.8 million, exceeding the total sales volume in the last five years. Not only ranked first independently, but also surpassed FAW-Volkswagen to become the annual sales champion for the first time. Sales increased by 208.2% year-on-year, second only to Geely New Energy's 277.9%.

SAIC-GM-Wuling, which ranks second in sales volume, is the main reason for the outbreak of MINI EV in Hong Guang. With its low price and expected cruising range, it is very popular among urban and rural users. Although it failed to take the top spot in the sales of new energy vehicles in China this year, it still sold 404,823 vehicles, ranking second in car sales, accounting for 9 1.6% of the total brand sales.

Tesla, the third-ranked brand, is the only joint venture (sole proprietorship) brand in the top ten, with a cumulative annual sales volume of 439,770 vehicles, up by 37. 1% year-on-year, which is faster than Weilai and Tucki, accounting for 7.8% of the market share, of which Model Y contributed about 3,654.38+0.5 million vehicles, accounting for 7,654.38+of the total brand sales. It is worth mentioning that although Tesla ranks third in sales, its turnover and profit should rank first.

In 2022, the sales volume of Geely Automobile New Energy was 3049 1 1 vehicle, which became the fastest-growing brand in the traditional automobile enterprise camp with a year-on-year increase of 277.9%. The main reason is the low sales base last year, with only 80,694 vehicles in 2026, 5438+0. In addition, geometry and krypton have become the key driving forces for Geely's new energy growth this year. Among them, the cumulative sales volume of Krypton vehicles in 2022 was 765,438+094,654,38+0, up 65,438+065,438+097.6% year-on-year.

Others, such as Guangzhou Automobile Aian, Chery, Chang 'an, etc. As an old car company in China, the sales of new energy vehicles increased by more than 100%, and the growth rates of FAW-Volkswagen and SAIC-Volkswagen reached 4 1.7% and 50% respectively. There is only one car company with a decline in sales, that is, Great Wall New Energy Vehicle, down 7.5% year-on-year. The reason is closely related to the suspension of production of black cat and white cat, the low-end model of Euler brand.

Generally speaking, traditional independent automobile brands have penetrated rapidly in the field of new energy and still occupy half of the domestic new energy market.

Among the new power brands, "Na Wei Li Xiao Zero" tied for the top five.

In 2022, the pattern of the first echelon of the new force camp "Wei Xiaoli" has been basically broken, and the top three monthly sales are no longer fixed. There are often car companies left behind, and some car companies continue to break through and quickly make up the position.

There are many reasons for this. On the one hand, the zero sports car and Nezha car, which were previously located in the second echelon, mainly focus on the A00 and A0 markets with larger markets; On the other hand, "Wei Xiaoli" all suffered their own bad luck in 2022. After the upgrade of Weilai's product platform, it encountered the market strange phenomenon of weakening demand. Xpeng automobile encountered the G9 listing pricing storm, and Li also encountered the owner's rights protection caused by Li ONE's suspension of production. This has also caused the situation that the top five are basically tied.

First, Nezha Automobile, with a cumulative sales volume of152,073 vehicles in 2022, increased by 1 18% year-on-year, increasing for 29 consecutive months, becoming the first new force in China to break through150,000 vehicles annually. The main reason for the sales explosion is also accurate positioning, that is, cutting into the low-end market and quickly achieving scale. At present, the main models sold in Nezha are Nezha U and Nezha V, Nezha V is a small pure electric SUV with a price of 654.38+ 10,000 yuan, and Nezha U is a compact SUV, which pays more attention to technology and configuration.

At the same time, Nezha also pays more attention to the research and development of complete vehicle, Sandian and intelligent cockpit, and is committed to building the highest quality in the middle and high-end level. The Nezha S in its high-end market is positioned as a medium-sized coupe, with a guide price of 20.28-34. 1.8 million yuan. The lower starting price makes it equally competitive in the same class.

Followed by Li, the annual sales volume in 2022 was 65,438+033,246 vehicles, up 47.2% year-on-year, ranking second among the new forces. Although Li ONE's suspension of production caused dissatisfaction among some old users,