Market overview: In the past July, we once again witnessed history.
, According to the terminal report card released by the Passenger Transport Association, retail sales of new energy passenger vehicles reached 878,000 units, a year-on-year increase of 36.
9% and a month-on-month increase of 2.8%. Correspondingly, retail sales of traditional fuel vehicles were only 840,000 units, a year-on-year decrease of 26% and a month-on-month decrease of 7%.
Precisely based on this background, the domestic retail penetration rate of new energy passenger vehicles officially exceeded the 50% mark in July, reaching a very exaggerated 51.
1%, an increase of 15 percentage points from 36.
1% in the same period last year.
It’s the first time that the tram has truly defeated the oil truck in a single month.
However, looking at the midsize sedan market in July, if we leave aside the phenomenal products BYD Qin L DM-i and Seal 06DM-i, we must admit that these “old players” like the Volkswagen Passat, Toyota Camry, Volkswagen Magotan and the Honda Accord, even if they show a trace of fatigue, they are still far more resilient than imagined.
In contrast, the so-called “34E” owned by BBA also maintains relatively strong output.
Take BMW as an example.
Even though it clamored to voluntarily withdraw from the price war and withdraw some of the discounts, whether it is the 3 Series or the i3, its sales performance is still quite good and has not dropped much month-on-month.
In the mid-size sedan market, perhaps the size of most independent players is a bit “leapfrog”.
Only people like Seal DM-i, Link07EM-P, Deep Blue SL03, NIO ET5 family, and Gekrypton 007 are on the list.
In addition, it is worth noting that the first month of each quarter is Tesla’s “weak” period in China.
The Model 3 in July is no exception, and even monthly sales failed to exceed 10,000.
In short, in this sector, the tanker did not lose and the tram did not win.
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