The new energy benefits of traditional cars are damaged.

According to the data of the Federation, the retail sales of new energy passenger cars reached 17. 1 10,000 vehicles in June, up 139.2% year-on-year and 28.2% quarter-on-quarter. The cumulative sales volume was 905,000 vehicles, down 2.9% year-on-year. It can be found that new energy passenger cars not only performed well in June 5438+065438+ 10, but also outperformed the market this year.

In fact, affected by the decline in subsidies and the epidemic, from the second half of last year to the first half of this year, new energy passenger cars continued to decline. The good news is that with the implementation of various consumption stimulus policies and the listing of many new products, the domestic auto market has recovered rapidly since July, and the sales of new energy passenger cars have been climbing all the way up to now, and the sales in June 165438+ 10 reached a record high. What is even more gratifying is that after the subsidy is retired, Model? 3、? Hong Guang Mini? C-end models such as EV and Korean EV are still selling well, which means that the growth of the new energy vehicle market has gradually changed from policy-driven to market-driven, and the market structure is healthier.

In June165438+1October, traditional car companies accounted for 7 seats in the top ten sales list of new energy passenger car market, and they are still the main force to promote the growth of market segments. An obvious trend is that high-end and low-end new energy vehicles are widely sought after. For example, Wuling Hong Guang MINI? EV relies on the absolute price and the advantages of car scenes to open up the situation, and the annual retail volume of1/kloc-0 exceeds 30,000, ranking first. The situation of Euler black cat, Chery ant and other products is similar, although the price is not as good as Hong Guang MINI? EV is low, but it is still cheap. Coupled with the small body, cute appearance and longer battery life, these products still have a certain market space, not to mention a considerable number of B-end orders.

However, the author always believes that the market capacity of this scooter is not high, and the fundamental reason is that it cannot meet the basic household needs. Just like the current fuel vehicle market, the presence of A0 and A00 products is already quite low. In the future, the main battlefield of new energy vehicles will gradually return to A-class products, but the products in this market segment are less, more expensive and more sensitive to consumers, which leads to low market enthusiasm and poor market performance. However, it is foreseeable that this market segment will also usher in a wave of outbreaks with the advent of A-level products under the pure level of major car companies.

Traditional car companies in the high-end new energy vehicle market, BYD is a standout, Han EV? In June165438+1October, the sales volume reached 7482 vehicles. If the sales volume of Han DM is added, the sales volume of the whole series of Han cars in June165438+1October exceeded 10,000 vehicles, which is the first time that China brand high-end new energy vehicles have achieved a monthly sales volume of over 10,000 vehicles, which is really not easy.

The author has previously sold more than 10,000 vehicles a month. Is BYD Han blown out or is it really amazing? "The article has carried on the detailed analysis. The fundamental reason for the success of Korean EV is technical barriers. The appearance of blade battery solves the safety and cost problems of ternary lithium battery, and also solves the problem of low energy density of traditional lithium iron phosphate battery. Such high-value and cost-effective products will not only sell well now, but also have a competitive advantage for a long time to come, and the market performance will continue to maintain a high level.

Among the new power enterprises, Tesla still has brand advantages that other car companies can't match, and this advantage in turn promotes the continuous improvement of its product sales. Models? 3 165438+ 10 month, the sales volume reached 2 1604 vehicles, which broke through the 20,000-vehicle mark for the first time, although the title of "sales crown" was awarded by Hong Guang MINI? EV is off, but the price difference between the two still proves the model? The power of 3. Moreover, from the perspective of cumulative sales, models? 3 is still the well-deserved first. The sales volume of1-1has reached 1 13655. You know, this is only the first year after Tesla was made in China, the first product. Next year's model? With the launch of Y, Tesla's momentum may go further.

On the other hand, Tesla also faces many challenges. First, the quality and attitude of platitudes. Although the repeated cutting of leeks has not caused much impact on Tesla at present, too many lessons have proved that if the market is not respected, the hammer of the market will eventually fall on it.

Second, is there a big gap between product strength, styling design, cruising range, power experience, assisted driving system, domestic electric vehicles and Tesla? The answer is no, otherwise Korean EV, P7 and other products will not sell well. Moreover, Volkswagen ID series, BMW I series, Mercedes-Benz EQ series, Audi e-tron series and Toyota e-TNGA platform products are all ready to go, and the whole new energy vehicle market will usher in an era of blooming. By then, can Tesla's brand advantage continue?

In terms of new independent forces, only Li Yi and Weimar EX5 were listed in June 5438+065438+ 10. The * * * of these two cars lies in the tradition. The former adopts the extended planned route, without endurance anxiety, but can enjoy the advantage of green card; The product idea of the latter is similar to that of the fuel vehicle, and it pays more attention to the performance of the basic product rather than the intelligent system. In addition, relatively cheap prices and B-end orders have achieved good market performance. Although this product idea allows Ideal and Weimar to survive at present, in the long run, the future is bound to be the competition between pure electricity and intelligent network. If the ideal and Weimar are not transformed in time, the prospect is not optimistic.

On the other hand, Weilai and Tucki, although no products have entered the top ten in the new energy vehicle market, their overall brand performance is not bad. Weilai11/kloc-0 delivered 529 1 car in October, setting a new record for brand delivery and ranking first among independent new forces. Tucki also delivered 4,224 vehicles, which is far from the ideal state. In the capital market, the total market value of Weilai has reached 82.8 billion, and the market value of Tucki is 35 billion, with an ideal value of 2.91billion. The higher market value of the first two also proves that the capital market is more optimistic about its prospects.

The era of new energy and intelligence is unstoppable, just as Fu Xiaokang, vice president of Great Wall Motor, said before, "The wave is coming, and our generation should bend down!" Whether it is a new force to build a car or a traditional car company, it is bound by the torrent of the times. No one can stay out of it, there is only one choice.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.