Recently, the “grievances” in China’s auto market are really heavy.
The point of criticism is that the speed of electrification transformation is too fierce, making it more and more difficult for many participants to adapt.
Joint venture brands complain repeatedly, sales of traditional fuel vehicles collapse, and everyone has no money to make.
The whole market seems to be rolling in crazily in an extremely unhealthy way.
By contrast, there are opponents who think: “only the weak will complain every day, while the really strong will try their best to adapt to the new style of play and further consolidate their lead.
” For the same reason, since the tide is coming, no one can stop it.
In my heart, I have always felt unswervingly that new energy vehicles are the undisputed “future”.
However, at present, in the process of reaching the destination, it is inevitable that there will be all kinds of chaos and labor pains, and all the mainframe factory can do is to grit its teeth.
As for why do we have to fight so much? Breaking the firm control of the Chinese car market by the joint venture brand in the era of traditional fuel cars, thoroughly realizing “corner overtaking” and firmly grasping the initiative in their own hands is the answer.
It is precisely against this background that, combined with the May terminal report card just released by the Federation of passengers, new energy vehicles have once again proved their “gold content”.
After all bright numbers don’t lie.
When the retail penetration reaches 47%, without saying much, it goes directly to the result.
Throughout May, the production of new energy passenger vehicles reached 881000, up 31.
0 percent from the same period last year and 9.
9 percent from the previous year.
wholesale sales of new energy vehicles reached 897000, up 32.
1 percent from the same period last year and 13.
8 percent from the previous month.
and retail sales of new energy vehicles reached 804000 in May, up 38.
5 percent from the same period last year and 18.
7 percent from the previous month.
It can be said that there is a “rising sound”.
At the same time, the wholesale penetration rate of new energy vehicle manufacturers reached 44.
2% in May, up 10.
2 percentage points from 34.
0% in May 2023.
Among them, the wholesale penetration rate of independent brand new energy vehicles reached 59.8%. What is even more surprising is that the retail penetration rate of new energy vehicles reached 47.
0% in May, up 14 percentage points from 33% in the same period last year.
Among them, the retail penetration rate of independent brand new energy vehicles reached a very exaggerated 71.2%. As a result, I can’t help thinking that this year’s BYD chairman Wang Chuanfu’s judgment that the monthly retail penetration rate of new energy vehicles will pass the 50% mark may not be far from completion.
While the eyes will continue to focus, the wholesale sales of pure electric vehicles in May reached 531000, up 9.
4% from the same period last year and 14.
8% from the previous month.
the wholesale sales of real mixed vehicles reached 276000, up 84% from the same period last year and 8% from the previous year.
the wholesale sales of Zengji reached 91000, up 105% from the same period last year and 27% from the previous year.
In the wholesale sales structure of new energy in May, pure electric accounted for 59%, real plug-in accounted for 31%, and added programs accounted for 10%.
In May 2023, pure electric accounted for 71%, real plug-in accounted for 22%, and added programs accounted for 6%.
Perhaps it is because of the “fuel tank” that passenger cars with plug-ins and add-ons are still rising.
Due to various reasons, pure electric passenger cars fall into a certain growth bottleneck.
The change in share also reflects the change in the perception and demand of potential consumers.
It can be predicted that for a long time to come, the new energy transformation of China’s auto market will certainly go hand in hand with multiple technological routes, rather than outshine others.
In addition 15 models sold more than 20,000 passenger cars wholesale throughout May.
They are 82174 of BYD Song, 52072 of BYD Qin, 45359 of Tesla Model Y, 35370 of BYD Seagull, 32883 of BYD destroyer 05, 28709 of Nissan Xuanyi, 27214 of Tesla Model 3, 25,711 of BYD Yuan, 23789 of Chiruihu 7 and 22,346 of Volkswagen Longyi.
, as well as 22003 of Biadihan, 21640 of Chery Tiger 8, 20405 of Geely Boyue, 20293 of Toyota Vanguard Landa and 20197 of Volkswagen Passat.
It can be seen that new energy vehicles occupy an absolutely dominant position.
And BYD and Tesla two “big devil” to the traditional fuel car, then realized the omni-directional hoisting.
Of course it is precisely because of the desperate rush of the two that the Chinese car market has become so surging.
This year is actually a “mental war”, “there are a lot of orders, but I still don’t release the data for the time being, for fear of causing a shock in the industry.
” At the beginning of this paragraph, this slightly abrupt remark comes from Li Yunfei, general manager of BYD’s public relations department, who was a spoiler in the live broadcast of phenomenal products Qin L and Seal 06.
In May, located in the ancient city of Xi’an, BYD launched the fifth generation DM technology in the world, successfully achieving the world’s highest engine heat of 46.
06%, the lowest fuel consumption of 100 kilometers in the world, and the longest comprehensive range of 2100 kilometers in the world.
Even though it has caused some controversy, it is understandable that it once again engraved the above-mentioned shocking “parameters” firmly in the hearts of the audience.
Coupled with the fact that Qin L and Seal 06 are unexpectedly sold at a price of 99800 yuan, BYD has actually transitioned from a simple and brutal “price war” last year to a multi-dimensional “mental war” this year.
To put it more simply, “make it clear to potential consumers that buying traditional fuel cars will be in the minority.
” In a nutshell other ambitious brands that are trying to get a piece of the pie are doing the same thing.
Through a variety of means to guide people to embrace new energy vehicles more and more actively and willingly.
Coincidentally, in May, the State Council issued the 2024-2025 Action Plan for Energy Saving and carbon reduction, which highlighted the gradual lifting of restrictions on the purchase of new energy vehicles in various places.
Before that, five departments, including the Ministry of Industry and Information Technology, jointly issued a notice on the activities of New Energy vehicles to the Countryside in 2024, announcing that they would organize the activities of New Energy vehicles to the Countryside in 2024 from May to December 2024.
A total of 99 new energy vehicle models were selected to participate.
In April, 14 departments, including the Ministry of Commerce, jointly issued the Action Plan for promoting the Trade-in of Consumer goods, which organized to carry out the trade-in of cars nationwide.
After that, the Ministry of Commerce, the Ministry of Finance and other seven ministries jointly issued the “detailed rules for the implementation of Automobile Trade-in subsidies”, defining the scope and standards of subsidies.
To sum up at the national level new energy vehicles are still being escorted in various ways.
If you see this, it must be.
Some readers will question: “Isn’t the brilliant bloom of the protagonist of today’s article simply driven by policies?”, As a retort, I just want to say: “In the past, I did experience a period of chaos, and speculators tried to defraud and make up for it.
” But now, after rounds of shuffling and elimination, it has become more and more benign and healthy.
The participants who remain at the table are getting more and more involved.
“, There is no doubt that China’s new energy vehicles have successfully transitioned from policy-driven to market-driven.
According to the forecast of the China Automobile Association, the total sales volume of China’s automobile market this year will reach about 31 million units, of which the sales volume of new energy vehicles will reach 11.
5 million units.
, I believe that with the May bloom as the basis, it should be only a matter of time before we cross the line, even if we still hear the continuous emergence of “complaints” from the weak.
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