AutoBeta(AutoBeta.net)11/09 Report--

According to data from the Federation of passengers, sales in the domestic narrow-sense passenger car market in October 2021 were 1.714 million, down 14.0% from the same period last year and up 8.4% month-on-month, of which 317000 new energy narrow-sense passenger cars were sold, up 138.1% from the same period last year and down 5.0% from the previous month. From the data point of view, new energy vehicles once again showed blowout growth, does not seem to be affected by the shortage of chips, sales soared continuously.

According to the list released by the Federation of passengers, a total of six car companies sold more than 10,000 vehicles in October, of which BYD reached a record high again, with wholesale sales reaching 80373 in October, while Tesla China once again maintained its sales level at 50, 000, to 54391. In addition, SAIC GM Wuling, SAIC passenger cars, GAC Ean and Xiaopeng all have more than 10,000 vehicles.

In terms of specific models, Hongguang MINI is still insurmountable, with retail sales reaching 47834 in October and 304495 from January to October, leading other new energy models. In addition to Hongguang MINIEV, Chery eQ, Collaway CLEVER and Mercedes-Benz EV also successfully squeezed into the list, each with more than 5000. Chery eQ sold 7431 vehicles in October, while Collaway CLEVER and Mercedes-Benz EV sold 6851 and 6382 respectively, according to the data.

In addition to Hongguang MINI, there are actually many products that have performed well this month. As the leader of domestic new energy vehicles, BYD's sales reached an all-time high, and a number of new energy models made it into the top 15 list. Judging from the list, the sales of Qin PLUS DM-i and Song DM once again exceeded 10,000, with 17393 and 11316 respectively. In addition, Qin PLUS EV, Han EV, Tang DM and Yuan EV were 8405, 8284, 6762 and 6507 respectively. At present, due to capacity constraints, the delivery of BYD's new energy models has been delayed, while BYD's new energy products are in high demand. If the production capacity of new energy vehicles can continue to grow, BYD should not be a big problem.

Let's take a look at the popular brand Tesla. Wholesale sales remained above 50, 000 vehicles again in October. According to the Federation of passengers, Tesla sold 54391 vehicles wholesale in China in October 2021, of which 40666 were exported, while the domestic retail volume was only 13725. In terms of specific models, Model Y ranked third with 13303, while Model 3 sold only 422 in China. At present, Tesla's Shanghai factory undertakes the task of Tesla's export. Most of the models produced in the first two months of each quarter will be exported and will not be delivered to domestic consumers until the third month. Judging from the data, most of Tesla's Model 3 was exported overseas in October, and it is expected to switch to Model Y exports in November, which means that domestic sales of Model Y may "collapse" in November. However, with the commissioning of Tesla's Berlin plant, Tesla's export volume fluctuation will be greatly reduced.

In terms of car brands, only Xiaopeng P7 and ideal ONE are on the list, with sales of 6044 and 7649 respectively. From the monthly delivery point of view, ideal car is not as good as Xiaopeng car, but because ideal car only has ideal ONE model on sale, while Xiaopeng car has P7, G3i, P5 and other models, from the point of view of single product delivery, the performance of ideal ONE is stronger than other new power models.

Throughout the current pattern of China's new energy market, with the exception of Tesla, the main voice is controlled by independent brands and car-building brands. Take BYD as an example, since the launch of "blade battery" + "DMi hybrid technology", BYD is back on track, and its sales have broken new highs in recent months. In addition, the performance of brands such as NIO, Xiaopeng, ideal, Nezha and other brands in the new forces of car building also continue to be good.

In this context, more and more overseas car companies begin to speed up the layout of the new energy market. Last month, Honda China launched its new electric brand EVR N, and plans to launch two new pure electric vehicles, the e:NS1 and e:NP1, early next year. It will launch 10 pure electric vehicles in the Chinese market in the next five years, and will sell only pure electric and hybrid models in the country from 2030, instead of new fuel vehicles. At the recent Expo, Toyota unveiled its new pure electric concept car bz4x, a mass-production version of which will be sold through FAW Toyota and Guangzhou Auto Toyota stores early next year. By 2025, it will launch five all-electric models based on the e-TNGA platform, including three SUV, a station wagon and two MPV, all named in bz+ digits. At present, Volkswagen has obvious advantages among multinational car companies, and it has launched five ID. Model, in October in the domestic delivery of 12376 vehicles, although specific to the product segment performance is not very good, but Volkswagen has occupied the advantage.

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