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On April 12, Beijing time, the China Passenger Car Association released the production and sales data of passenger vehicles in March 2021.
According to the data, new energy vehiclesContinued high growth, with wholesale sales of 202,000 units in the month (slightly lower than the sales of 206,000 new energy narrow passenger vehicles in January 2020), a year-on-year increase of 263.
1%, and more importantly, the proportion of new energy vehicle market sales in March This is the first time that China's new energy passenger car sales in the narrow sense accounted for more than 10% in a single month.
This is a historic moment
.
new energy vehiclesnew energy vehicles
According to statistics, in Q1 2021, China's new energy vehicle sales accounted for 8.
6%, which is also a significant increase compared with 5.
8% in the same period in 2020, which means that the proportion of new energy vehicle sales in March exceeded more than 10% is not a flash in the pan
.
With Tesla's continuous increase in volume, the continuous growth of new car-making forces such as NIO's ideal Xiaopeng, and the efforts of traditional car companies, especially the sudden emergence of the dark horse Wuling Hongguang MINIEV, the sales of new energy vehicles are expected to further rise.
Ske congratulated NIO on its cumulative sales volume exceeding 100,000 units.
The common goal of new energy vehicles now is to increase the market share of sales, and to fight for China's new energy vehicle sales to account for about 20% in 2025
.
The sales of new energy vehicles continue to increase, and the proportion of market sales will also exceed 10% in March 2021.
With the market situation similar to that in 2010, the proportion of smartphone sales exceeded 10%.
In that year, there was a mobile phone war in the mobile phone industry.
Energy vehicles have also attracted more technology companies to develop into the new energy vehicle industry, including Baidu and Xiaomi, which were officially announced to build cars, and DJI, the global consumer drone leader that was officially announced to enter the vehicle business today
.
So, for technology companies, or for new car-making forces, since new energy vehicles are a deterministic opportunity, in this trillion-level incremental market, what way should we cut in, in order to achieve this goal? Will new energy vehicles gain a place in the big changes in the restructuring of the interests of the automotive industry?
01Be a supplier
01Be a supplierThis is the first choice for most companies to cut into new energy vehicles
.
Due to the superimposition of intelligence and electrification of new energy vehicles, the incremental components of automobiles are increasing, which is also an opportunity for most companies, especially for cross-border companies.
The former ICT giant Huawei issued a statement during the 2019 Shanghai Auto Show.
The slogan of becoming a supplier of incremental components for intelligent and connected electric vehicles
.
Today, Xu Zhijun, the rotating chairman of Huawei, said at the 2021 Huawei Analyst Conference that the automotive industry is the most disruptive industry in the future.
Huawei will increase investment in autonomous driving and promote the intelligentization and networking of the automotive industry.
Bringing long-term strategic opportunities to Huawei
.
It is worth mentioning that Huawei is also entering the field of car sales, and is transforming its mobile phone sales network channels to prepare for the jointly-made car models that will be sold in Q4
.
Since the core mobile phone business was plagued by the problem of chip supply, Huawei's consumer business needs to find new business growth points, and automobiles have become the first, which is why Huawei's car BU is placed under Yu Chengdong's command.
On the core technology side, both sides have entered the automotive industry.
Once Huawei has mastered the core technology of car building and sales channels, it will be a logical step to build a car
.
Another company with a benchmarking effect is DJI, the world's leading consumer-grade company, which also officially announced today the DJI in-vehicle business and will participate in the 2021 Shanghai Auto Show
.
The information shows that DJI is currently mainly engaged in autonomous driving systems, and also owns the Livox lidar brand.
The entire DJI vehicle BU team has more than 700 people, and at present, DJI Vehicle has been designated by international car companies
.
Being a supplier is also the choice of Midea, Gree, Hisense, TCL and other home appliance companies, as well as the choice of autonomous driving companies WeRide, MINIEYE and other start-up companies, as well as lidar suppliers such as Hesai, Sagitar, Tudatong, Leishen, etc.
The choice of car incremental parts contains huge entrepreneurial opportunities
.
02Build the vehicle
02Build the vehicleSome enterprises and start-up companies have chosen to directly build the whole vehicle, including the previous new car-building forces such as Weilai, Ideal, Xiaopeng, Weimar, Nezha, AIWAYS, Tianji, etc.
, as well as the real estate department Evergrande, Baoneng, etc.
, also include technology companies such as Baidu, Xiaomi and Didi
.
Building a complete vehicle is a more challenging task, and the demand for funds is in the tens of billions of dollars, and it is in the tens of billions of dollars
.
At present, most of the new car companies have chosen more than 200,000 models, and Weilai's fares even exceed 300,000, which also represents the determination of Chinese auto brands to grow up
.
The market has also given positive feedback, which can also be seen from the statistics
.
According to the data, the sales of new energy vehicles in March showed a strong growth trend at both ends.
Among them, the sales volume of A00-class vehicles was 67,000, accounting for 40% of pure electric vehicles, and A-class accounted for 20%, which is the historical low.
The sales volume of the B-class was 52,000 units, a month-on-month increase of 79%, accounting for 31% of the pure electric share, showing a strong performance
.
A00 class sales skyrocketed because of the sudden emergence of Wuling Hongguang MINIEV.
Its production in March reached 40,084 units, a record high, and the proportion of A00 class was as high as 59.
7%, which shows the dominance of Wuling Hongguang MINIEV in this market.
The newly launched macaron system has increased the price by increasing the configuration, and is also expected to increase the profit level
.
For any new car company that wants to launch the A00 class, the core competitiveness of Wuling Hongguang MINIEV wrench is whether it can control the cost
.
However, more new car companies have placed models with a price of 200,000 yuan or more.
Data shows that the sales of B-class new energy vehicles in March increased by 79% month-on-month, accounting for 31%.
The absolute king here is Tesla.
Pull, in March, Tesla China's sales reached 35,478 vehicles, most of which are domestic Model 3 and Model Y, especially Model Y has entered a period of high-volume production, and orders have been placed in June and July this year
.
Xiaomi, which officially announced the production of cars at the end of March, also voted through Mi Fans.
The price of the first model is 100,000-300,000 yuan, which is also the level of B-class vehicles of traditional fuel vehicles.
Previously, the price of B-class cars of its own brand was 100,000-200,000, and the price of the joint venture brand B-class car is 20-300,000
.
At present, Baidu has not announced the product positioning of Jidu Automobile.
Didi's product positioning is 2B online car-hailing, which may be an upgraded version based on D1
.
As the proportion of new energy vehicle sales in China has broken through the historic 10% mark, as more and more traditional car companies are launching new energy car companies, especially Volkswagen, whose annual sales volume in China is 3-4 million It is expected that the sales volume of Tesla in China will be 400,000-500,000 in 2021, and the sales of new car-making forces are also expected to continue to increase
.
In 2021, we will wait and see whether the market share of China's annual sales of new energy vehicles can break through and stabilize at 10%
.
After all, Europe has achieved the feat of accounting for more than 10% of the sales of new energy vehicles in 2020.
As the world's largest single car market, China's new energy vehicles will determine the market pattern of new energy vehicles
.
