In 2021, the global sales of new energy vehicles increased by leaps and bounds.
According to the data of the passenger Federation, in 2021, the global sales volume of narrow new energy passenger vehicles reached 6.23 million, with a year-on-year increase of 118% and a market penetration of 7%. The penetration rate of new energy vehicles in China and Europe has reached 13%, of which the penetration rate of new energy vehicles in China has exceeded 20% in the fourth quarter; The annual market penetration of new energy vehicles in Norway reached 70% and that in Germany reached 22%.
The sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars has reached 53% in the global market share, and the share in the global pure electric vehicle market is as high as 61%. The competitive advantages of Chinese auto enterprises in the fields of global new energy vehicles and intelligent Internet connection are becoming increasingly prominent.
According to EV volumes statistics, Tesla won the sales champion of new energy vehicles again in 2021, largely thanks to the Chinese market and Shanghai Super factory. In 2021, Tesla sold 936200 electric vehicles worldwide, more than 51% of which came from Tesla‘s Shanghai Super factory. Recently, Tesla mentioned the “Shanghai Super factory” 34 times in its financial report, which is almost twice that of Fremont super factory in California.
Byd Company Limited(002594) ranked second among global auto companies with 593800 new energy vehicles, with a year-on-year increase of 231.6%. According to the prediction of Citic Securities Company Limited(600030) Research Report, the sales volume of electric passenger vehicles will be 1.27 million in Byd Company Limited(002594) in 2022. With the existing 200000 orders, the annual delivery is expected to reach 1.5 million. Some insiders believe that if Byd Company Limited(002594) continues to maintain its current strong performance, it is expected that Byd Company Limited(002594) will beat Tesla in 2022 and regain the crown of global new energy vehicle sales after 2019.
Wuling benefited from the strong performance of Hongguang miniev, ranking third in the world with 456100 new energy vehicles and Saic Motor Corporation Limited(600104) seventh in the world. The reporter found that among the top 20 new energy vehicle sales of automobile enterprises, Chinese automobile enterprises have occupied eight seats, and Chinese automobile enterprises such as great wall, GAC, Chang’an, Chery and Xiaopeng automobile have entered the list. Among them, Xiaopeng automobile ranks 19th in the world with an annual sales volume of 96900 vehicles.
In 2022, new models of Weilai automobile, ideal automobile and Xiaopeng automobile, the new forces of car making in China, will be launched. According to the Citic Securities Company Limited(600030) Research Report, the sales of Weilai, ideal automobile and Xiaopeng are expected to reach 162000, 147000 and 200000 respectively in 2022. Further sales are expected to help “Wei Xiaoli” enter the list of the top 20 sales of new energy vehicle global auto enterprises in 2022.
Among the top 20 models, 11 Shanxi Guoxin Energy Corporation Limited(600617) automobile products were shortlisted. Tesla Model 3 and model y rank first and third in the world respectively, of which the annual sales volume of model 3 has reached 500000. Some insiders believe that, by contrast, model y has greater potential in the future. Wuling Hongguang miniev sold a total of 424100 vehicles in 2021, ranking second only to model 3 in the model ranking. This is the second time Wuling Hongguang miniev has won the second place in the global sales of new energy models, and the gap with model 3 has narrowed from about 240000 in 2020 to less than 80000. In addition to Hongguang miniev, micro electric vehicles have become a force that can not be underestimated in the sales list. Micro electric vehicles such as Changan Benben e-star, Chery ant and Roewe kelaiwei have entered the top 20 in sales.
Byd Company Limited(002594) Qin plus DM-I lost to Volkswagen id.4 with about 10000 vehicles, ranking fifth. However, the sales data only counts the Qin car type of plug-in hybrid version. If the pure electric version is included, the cumulative sales volume of Qin will reach 160000 in 2021, surpassing id.4, ranking fourth. Among the top 20 new energy vehicle models in the world, Byd Company Limited(002594) three models Qin plus DM-I, Han EV and song Pro / plus were shortlisted, and all entered the top 10.
The ideal one model of China’s new car making forces sold a total of 90500 vehicles in 2021, ranking sixth in the global sales ranking of new energy models; The annual sales volume of Xiaopeng P7 reached 60600, ranking 19th. Compared with Xiaopeng automobile and ideal automobile, although the total sales volume of Weilai automobile is also more than 90000, it lacks popular single products. In March and September 2022, Weilai automobile will deliver car products et7 and et5. Among them, et5 model is popular when opening reservation, which once brought Weilai app down. Some insiders believe that the car may become a strong opponent of model 3 and help Weilai occupy a place in the list of the top 20 global new energy vehicle sales in 2022.
