Before the end of the Qingming Festival, the latest sales data of two small areas of energy were released.
On April 2, Tesla released the delivery report for the first quarter of 2022. In that quarter, Tesla delivered more than 310000 vehicles worldwide, an increase of 67.7% year-on-year and 0.5% month on month.
On April 5, Byd Company Limited(002594) released the production and sales express. In that quarter, Byd Company Limited(002594) sold 286000 new energy vehicles, a significant increase of 423% year-on-year and 7.6% month on month.
Tesla and Byd Company Limited(002594) are the new energy vehicle enterprises with the highest sales volume, and their sales volume is the “wind vane” of the whole new energy vehicle industry to a certain extent. At present, the industry has not released the sales data of the first quarter, but from the performance of these leading enterprises, the new energy vehicle market in the first quarter will continue the hot situation since last year.
It should be pointed out that since the end of last year, the new energy vehicle industry chain has faced pressures such as rising prices of raw materials and tight supply of power batteries. A number of new energy vehicle enterprises represented by Tesla and Byd Company Limited(002594) have announced price increases for many times. However, round after round of sharp price increases did not have a significant impact on the sales volume in the first three months of this year, but gave birth to a wave of “rush to order”.
Under the influence of multiple factors such as rising oil prices, the new energy vehicle market is still optimistic. On April 6, Cui Dongshu, Secretary General of the all China Federation of riders, told the 21st Century Business Herald reporter that the price rise will basically have no impact on the sales of new energy vehicles in the second quarter. Sun Shaojun, a person in the field of automobile circulation and the founder of automobile fans, also told the 21st Century Business Herald that the sales of new energy vehicles will continue to rise in the second quarter, which is just a matter of more or less.
the penetration rate of new energy vehicles may reach 30% in 3
The continuous recovery of sales in March is an important factor supporting the overall sales in the first quarter.
Taking Byd Company Limited(002594) as an example, the sales volume of new energy vehicles in March this year was close to 105000, with a year-on-year increase of 333% and a month on month increase of 18.8%, accounting for 37% of the overall sales volume in the first quarter.
In fact, since April, a number of new energy vehicle enterprises have released sales data for March and the first quarter. Compared with the slowdown in February due to the impact of the Spring Festival holiday, the delivery volume of various auto enterprises improved significantly month on month in March, and many auto enterprises set a new high.
In the camp of new forces of car making, in the past March, Xiaopeng delivered 15000 cars, with a year-on-year increase of 202.1% and a month on month increase of 147.6%; Ideal vehicles delivered 11000 vehicles, with a year-on-year increase of 125.2% and a month on month increase of 31.1%; Weilai delivered 9985 vehicles, with a year-on-year increase of 37.6% and a month on month increase of 62.9%.
The new forces of car making that have just emerged recently have also handed in quite beautiful transcripts. Nezha delivered 12000 cars, an increase of 270.5% year-on-year and 69% month on month; The monthly sales of Zero run cars exceeded 10000 for the first time, with a year-on-year increase of 908.9% and a month on month increase of 192.8%.
At the same time, traditional automobile enterprises also continue to make efforts in the field of new energy vehicles Guangzhou Automobile Group Co.Ltd(601238) its new energy vehicle brand gac-e’an delivered 20317 vehicles in March, with a year-on-year increase of 189%, which also set a new record for brand sales.
The sales volume of major new energy vehicle enterprises increased in March. On the one hand, it is the release of existing orders and accumulated demand during the Spring Festival holiday. On the other hand, it also shows that the current market recognition of new energy vehicles has increased unprecedentedly. Of course, the sales volume in March also has certain particularity. As the last month of a quarter, it is often the key time node for auto enterprises to rush the sales volume.
However, March 2022 is also special. A person close to the automobile circulation industry told the 21st Century Business Herald that Shanxi Guoxin Energy Corporation Limited(600617) cars accounted for about 30% of the total new car sales in mid March. This “unofficial data” has not been confirmed, but if it is true, it means that new energy vehicles may usher in another small inflection point of development.
The above-mentioned person told the 21st Century Business Herald that the high penetration rate of new energy vehicles in March is not only related to the growth of the new energy vehicle market itself, but also related to the decline in the overall sales volume of the fuel vehicle market. According to him, affected by the epidemic and other factors, the sales of traditional automobile brands generally decreased to a certain extent in March.
second quarter sales volume may remain high
The market is still optimistic about the next sales of new energy vehicles.
The analysis points out that although auto enterprises still face multiple unstable factors such as lack of core, rising prices of raw materials and finished vehicles, new energy vehicles will still show a trend of rapid growth. Xu Changming, deputy director of the National Information Center, said that the “double carbon” strategy and intellectualization form a new pull force, and large-scale make the upstream and downstream industrial chain interact with the whole vehicle, and consumers’ awareness and acceptance of new energy vehicles. Under the joint action of rapid improvement, new energy vehicles will maintain rapid development for a period of time. The association also predicted that the sales volume of new energy vehicles this year is expected to exceed 6 million, with a penetration rate of about 22%.
In the short term, many insiders told the 21st Century Business Herald that the sales of new energy vehicles will continue to rise in the second quarter. According to the terminal feedback of some car companies, the price increase did not have a negative impact on their orders, but gave birth to a wave of “anxious orders”. It is said that a new car building force took over the orders of the past month within three days.
The sales volume of Sun Jun’s paid consulting series did not increase significantly in the past. “After this wave of price increases, the new energy vehicles of joint venture brands have also been paid attention to by users again.” He analyzed that the rise in oil prices made more users choose and accept new energy vehicles. In terms of overall supply, there are not many new energy vehicles, the vehicle supply is still in short supply, and the orders will not be affected by the price rise in the short term.
In fact, on the basis of price adjustment, many auto enterprises will also maintain the performance of new orders by synchronously expanding their rights and interests. Take the ID series models of FAW Volkswagen as an example, it has recently launched 2022 new models, and the prices of many models have increased by 5400 yuan, but many configurations have also been upgraded, such as optimizing the A-pillar fabric, adding chrome sectord trim strips on the side of the car and instrument panel stitches, adding ceiling USB interface in the car, etc.
From the perspective of auto enterprises, they don’t want the sales volume to fall after the price adjustment. Sun Shaojun told reporters that even if orders are temporarily affected, car companies will try their best to offset sales, so even if there is a decline, it will not be in the second quarter.
Some brokerage analysts also said that in view of the pre demand of some users caused by the price adjustment and the superposition of retained orders, it is expected that the production capacity and supply chain situation are still the leading factors for the climbing of delivery in the short term.
With the further development of the new energy vehicle market, the overall pattern will be clearer. The above people close to the automobile circulation industry believe that the overall automobile market is not optimistic this year. Under such an uncertain market, the market will show Matthew effect, that is, the stronger the strong, more users flock to Byd Company Limited(002594) and Tesla, and the pattern of “two super and many strong” in the market will become more and more obvious.
However, on the other hand, the new energy vehicle market will also usher in more new players and products. With the influx of more mainstream users, the new energy vehicle market itself will develop more perfectly and fully. The above-mentioned people expect that the new car market with less than 80000 yuan and more than 350000 yuan will also usher in electrification.
