AutoBeta(AutoBeta.net)05/12 Report--

According to the latest retail data released by the Federation of passengers, sales in the domestic narrow passenger car market in April 2022 were 1.042 million, down 35.5% from the same period last year and 34.0% from the previous year, of which 282000 were new energy passenger vehicles, up 78.4% from the same period last year and 36.5% lower than the previous month. In the context of the overall pressure on the car market, although new energy vehicles declined month-on-month, but still increased compared with the same period last year, and from the sales of major car companies, new energy vehicles once again shouldered the banner of sales growth.

According to the monthly sales list of new energy manufacturers focused on statistics by the automobile industry, most new energy car companies still achieved year-on-year growth in April 2022, with BYD Motor once again winning the top spot in new energy vehicle sales, up 313.6% to 104770 vehicles compared with the same period last year. SAIC GM Wuling and Chery ranked second and third, respectively, with the former falling 6.2 per cent year-on-year to 27431 and the latter up 149.5 per cent to 15052. In addition, including Geely cars, GAC Aian sales also reached 10,000. As for the joint venture brand, only FAW-Volkswagen appears on the list and performs better in the joint venture brand. Judging from the list, only FAW-Volkswagen is a joint venture brand, and the others are independent brands.

The domestic car market has been hit by the epidemic, but BYD, as a new energy vehicle, has not been affected. Data show that BYD's retail sales rose 313.6% to 104770 vehicles in April from a year earlier, which should be a brief highlight moment for BYD, which once again topped the sales of new energy vehicles and surpassed FAW-Volkswagen for the first time in the passenger car market for the first time. Data show that in April, BYD had more than 10,000 models, including 25105 in Song, 20292 in Qin, 13406 in Han, 11959 in dolphins, 10107 in Tang and 10079 in Yuan PLUS, all in the top 10. Auto industry concern analysis believes that the reason why BYD is able to reverse the market growth, in addition to keeping up with the pace of the new energy vehicle market, launching DM plug-in / EV pure electricity and other best-selling models, it has production bases in Shenzhen, Xi'an, Changsha, Changzhou, etc., which can operate normally and ensure its product supply.

In April, it was undoubtedly "black" for Tesla. Data show that Tesla sold only 1512 vehicles in April, down 94.15% from a year earlier and 97.70% from a month earlier. Affected by the epidemic in Shanghai, Tesla's Shanghai factory stopped production in April and did not resume production until April 19. At present, even though Tesla has resumed production, under the influence of epidemic prevention and control and the supply of spare parts, it still takes a long time to climb to the pre-epidemic level, and its production speed is still relatively slow. In terms of specific models, Model Y delivered 960 vehicles and Model 3 delivered 552 vehicles.

In line with Tesla, under the attack from many aspects, such as the epidemic and the supply of spare parts, domestic new power brands have not been comfortable in the past month. On May Day, the new forces of Chinese car-making released their April delivery papers one after another, of which Xiaopeng, NIO and ideal were 9002, 5074 and 4167 respectively, with a month-on-month decline of 41.6%, 49.2% and 62.2%, respectively. Shen Yanan, co-founder and president, said that the epidemic caused some suppliers in Shanghai and Kunming to be unable to supply, and some even stopped production or transportation. Therefore, after the consumption of inventory parts, it is impossible to replenish and maintain production. Of course, Zero and Nezha also performed well, with deliveries of 9087 and 8813, respectively, but the overall delivery tone in April was almost finalised.

Hongguang MINIEV once again won the top spot in the sales of new energy vehicles, leading the pack with 24908 vehicles, down 6.3 per cent from the same period last year. In fact, the current Hongguang MINIEV has begun to show the pressure of development, such as QQ ice cream, Mercedes-Benz EV, Chery small ants and other outstanding performance, of which QQ ice cream sales of 7078, but in the short term to counter the macro MINIEV is not easy.

Previously, the auto industry focused on the forecast that April may usher in a "late spring cold". Due to the impact of the epidemic, Tesla Shanghai factory has continuously stopped production, while Tesla Shanghai factory plays an important role in domestic sales and external supply, and its shutdown will directly lead to the uncertainty of sales in April and even in the first quarter. In addition, the epidemic in Shanghai affects not only car companies such as Tesla, because a number of multinational parts suppliers have set up factories in Shanghai, affecting national and even global car production.

While the passenger car market is under great pressure, the new energy vehicle market has turned red strongly. From the general direction, BYD's discontinued production of fuel cars does represent the inevitable trend of the transformation of the automobile industry, and represents that the products have entered a new period of development. This transformation is in line with BYD's consistent strategic thinking and historical accumulation, but it does not mean that all car companies can meet this requirement. According to incomplete statistics of public reports, at least 13 car brands around the world have clearly announced the time to stop production or sales of fuel vehicles, including Jaguar Land Rover, Haima Motors and Audi. In addition, FAW, SAIC, Geely and other traditional car companies have not clearly stated the specific time of stopping the production of fuel vehicles, but most of them take 2025 as the time node as the key moment of electric transformation. For the current market, although new energy vehicles to replace fuel vehicles is an inevitable trend, but the current market is still dominated by fuel vehicles, the two are not the relationship between growth and decline, but a gradual process.

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