In October, the sales volume of plug-in hybrid vehicles was 23,000, a year-on-year increase of 58.6%, and the wholesale sales of pure electric vehicles was 121,000, a year-on-year increase of 137.2%. The new energy passenger vehicle market is showing a trend of diversification. The companies that have sold more than 10,000 vehicles include 29,711 SAIC-GM-Wuling, 22,395 BYD, 12,785 SAIC passenger vehicles, and 12,143 Tesla China. Great Wall Motors has increased by 351.6 year-on-year. %.
In October, among the nearly 30,000 retail sales of SAIC-GM-Wuling, more than 24,000 were A00-class pure electric vehicles Hongguang MINIEV, which directly caused SAIC-GM-Wuling to soar by 379%, becoming the new energy vehicle sales champion of the month. This car is priced at 28,800 yuan and is known as the "people's scooter". It has a green card and can be used on the road, that is, it avoids the embarrassment of low-speed electric vehicles on the road illegally. The
Association believes that the A00 class accounts for 42% of the pure electric vehicles, and the B class accounts for 21%. The further differentiation of the model level under the current scale of new energy sales also reflects to a certain extent the adaptation of new energy vehicle companies to the classification. Diversified efforts under the needs of cities and finding a usage scenario that can impress users is expected to open up a small segment of the blue ocean market, which poses higher challenges to the car companies' market foresight and product planning capabilities. The
Travel Union expects that with the increase of 20,000 numbers in Beijing and the panic in Shanghai to buy new energy, the company still has a strong pursuit of new energy production and sales. It is expected that the domestic new energy vehicle market will be two months later. Will continue to grow at a high level from the previous month. From the high level of attention that SAIC Volkswagen ID.4 X released out of the box, it can be seen that traditional car companies are determined to give it a go under the wave of electrification.
In the first ten months of this year, General New Energy passenger vehicles sold more than 737,000 units, an increase of -9.2% year-on-year. The Bank of China Securities analyzed in a research report in November that as the economy continues to pick up, demand gradually recovers, and new models on the supply side continue to be launched, it is expected that the new energy sales volume for the whole year is expected to increase at a positive rate, and it is expected to be promoted by policies such as double points. Continued high growth. At the same time, there are risks in the market that car sales are not as expected, trade frictions continue to escalate, and product prices drop sharply.
It is reported that the General Office of the State Council recently issued the "New Energy Automobile Industry Development Plan (2021-2035)", which clearly stated: The global new round of scientific and technological revolution and industrial transformation are booming, and the automobile is related to energy, transportation, information and communication technologies. Accelerating integration, electrification, networking, and intelligence will become the development trend and trend of the automotive industry. The "Energy-saving and New Energy Vehicle Technology Roadmap (Version 2.0)" issued by the Society of Automotive Engineering clarifies the market sales forecast of 40 million in 2035, and achieves the goal of half of energy-saving vehicles and new energy vehicles in 2035. The estimated total number of new energy vehicles will reach 20 million in 2035, with an average annual growth rate of 39% from 2020 to 2025, and then gradually decrease, but the increase is still large.
This article is derived from the author of Autohome, and does not represent the viewpoint of Autohome.
