A few days ago, BYD Motor and Tesla have respectively announced their sales of new energy passenger vehicles in the first quarter.
The former reached a record high of 624000 vehicles in the same period, while the latter fell 8.
5% to 387000 vehicles compared with the same period last year.
So in terms of a single brand and its models, how are they doing in the global market? BYD has announced specific model sales, but Tesla does not have detailed data, but we can see it in the global TOP20 list of best-selling new energy light vehicles (including passenger cars and pick-up trucks) counted by EV-Volumes.
As the statistical scope covers many countries around the world and takes a long time, the latest list released a few days ago only ends in February, but it finds many bright spots in BYD, Tesla and other car companies, as well as some models.
With sales in China, the largest regional market, falling sharply due to the Spring Festival holiday, global sales of new energy light vehicles returned to less than 1 million in February, with only 831000 sold in February, up 3 percent from a year earlier, according to data released by EV-Volumes a few days ago.
It should be noted that pure electricity sales fell 6% year-on-year.
In other words, the positive growth of the global new energy market in February depends on the plug-in (including the addition program, if not specified in the article).
Given that pure electricity accounts for about 60% of the global new energy market, it is estimated that the sales of pure electricity in February was about 498000, while that of plug-in was about 333000.
Referring to the data of the same period last year, it is estimated that the latter should grow by 22% compared with the same period last year.
Tesla once again dominated the top and second place.
Judging from the list of best-selling models, the sharp decline in sales in the Chinese market has led to a lot of changes in the list in February and the previous two months.
Most obviously, Tesla Model Y and Model 3 finally won the title of champion and runner-up again in February for the first time since June last year.
Unfortunately, this should be a flash in the pan, because the sales of BYD Qin Plus and BYD Song will rise so fast that Model 3 may not be able to stay in the top three in non-quarter-end months.
This can be confirmed by BYD’s announcement in March that Qin Plus and Song Plus (which would be even higher if Song Pro were added) each sold more than 40, 000 vehicles.
Sales of the two will soar, on the one hand, because they are no longer affected by the Spring Festival holiday, and on the other hand, their respective glory versions have been launched in February, and their prices have been reduced to varying degrees compared with last year’s championship version, especially the Qin PLUS DM-i glory version, whose starting price has dropped to 79800 yuan, which has caused huge market repercussions.
In February, after January, the M7 once again became a bayonet that disrupted BYD’s formation, making it into the top five with 21083 cars.
It was the only pure mixed model in the top 10.
However, with the continuous digestion of early orders and the launch and delivery of the M9, it is very likely that it will not be able to reach the top of the global new energy market, and its monthly sales will remain at about 20,000 vehicles and cannot go any further.
In addition to asking about the M7, Wuling Hongguang MINIEV also broke into BYD’s team, which is also because Seagull, Dolphin and Yuan Plus are in the transition period between the championship version and the honorable version, and once the transition is completed, Hongguang MINI will not have much chance of winning.
What’s more, at the beginning of this year, BYD seagulls began to export to overseas markets in the name of dolphin MINI.
It remains to be seen what kind of storm it will cause.
Volkswagen’s ID.
4, Volkswagen ID.
3 and Audi Q4 e-tron were reunited on the list by slowing sales of many homegrown models, of which the Volkswagen ID.
4 still sold 8640 vehicles due to its less dependence on the Chinese market and made it into the top 10 again nearly a year later.
Similarly, thanks to its outstanding performance in Europe, MG 4 is back on the list.
What is more surprising is that Jeep Wrangler PHEV is also on the list.
Apart from Tesla and Volkswagen, it is the only non-Chinese model on the list, and it has shown up again since August 2021.
It is also worth mentioning that the Chery Fengyun A8 first appeared on the list in February, more than two years after Chery eQ and Chery QQ ice cream were on the list in December 2021.
The biggest concern on the list of best-selling models in the previous February is that the gap between the BYD Song and the Model 3 has narrowed sharply, and sales of both will rise sharply at the end of the quarter in March, so there is a lot of uncertainty about who will be the runner-up in the global new energy market in the first quarter.
In addition, it is curious that Wuling Xingguang, which did not appear on the monthly best-selling list in January and February, suddenly broke into the TOP20 of cumulative sales in the previous two months, even surpassing the ideal L9 and Aion S.
The world broke into the top five for the first time, and from the brand list, due to the impact of the Spring Festival holiday, BYD’s sales shrank sharply in February, but it still led Tesla with an advantage of 695 vehicles, continuing to win the title of brand in the global new energy market.
As Qin Plus, Song Plus, Song Pro, Dolphin, Seagull and other models complete the switch between new and old models, BYD will enter an explosive period in March, the best proof is that BYD sold 302000 cars in March, a level that can only be reached at the end of the fourth quarter of last year.
At the same time, Tesla’s sales increased by more than 7000 vehicles month-on-month, which is puzzling.
Although Tesla Shanghai Super Factory will focus more on delivery in overseas markets at the end of the quarter, it is still very unexpected that it is not affected by the Spring Festival at all.
is Tesla’s demand in the Chinese market so weak? With the joint efforts of Hongguang MINIEV, Colorado and Xingguang, Wuling surpassed BMW by 155 cars in February to reach the last podium on the brand list again.
Due to the mass delivery of the M9 at the end of the month, sales still reached 28000 in February, surpassing “predecessors” such as Mercedes-Benz, Geely and Volkswagen into the top five for the first time.
Unlike the relatively stable first half of the list, there were many changes in the second half of the list in February, such as Audi, Kia, Jeep, Toyota and Hyundai.
SAIC and Ford returned to the list, and Chery was on the list for the first time.
Among the many brands, Jeep made the biggest progress, leaping from 19 in January to 14, mainly because both Wrangler and Grand Cherokee hybrid models performed well and ended up leading Toyota by a narrow margin of six.
Toyota is more worrying by comparison.
Toyota has not had any more RAV4/Wildlander since February 2022.
A model on the list, there is really an urgent need to launch a car that can walk in the new energy market to keep up with the pace of electrification in the global automotive market.
, The emergence of SAIC and Chery is easy to understand, after all, both the MG 4 and the Fengyun A8 have a place on the best-selling models list.
In the cumulative list of brands in the first two months of this year, the most obvious is the decline in the ranking of several independent brands, such as Geely, Ideal, Chang ‘an, GAC Ai’an, Deep Blue and Linklink, among which the ranking of Linklink slipped to the bottom of the list as sales dropped directly from nearly 20,000 vehicles in January to more than 4,500 vehicles.
Correspondingly, BMW, Wuling, Wenjie, Mercedes, Volvo, Audi, Kia, Toyota, Jeep and Hyundai ranked progress.
Of course, just as there is no need to worry about the decline in global new energy sales in February, the decline in sales and ranking of independent brands is only temporary, and they will soon be revived with blood and actively participate in the fierce competition again.
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