AutoBeta(AutoBeta.net)08/02 Report--

Although the car market was depressed in the first half of this year, with 570000 new energy vehicles and an increase of 65% over the same period last year, in fact, the new energy vehicle market was not easy in the first half of this year.

The first is the subsidy retreat. Before the release of the new subsidy policy in March this year, the sales of new energy vehicles broke out in December 2018, greatly overdrawing the market at the beginning of this year; after the new policy was released, it was not until the end of June that the replacement of new and old subsidies began to be realized.

The second is the safety concerns caused by the spontaneous combustion of Lai Automobile and Tesla. Many consumers think that new energy vehicles are good, but battery safety has become the biggest concern for buying new energy vehicles.

Finally, there is the switch of the sixth grade, and the stock cars of the five cars are sold at a discount, which disturbs the entire automobile market, and the new energy vehicles are naturally affected.

Therefore, under the change of the responsibility of the salted fish market, the policy and the market are fair to the enterprises, and we can feel the obvious gap between the enterprises and the impact of the new energy industry.

In terms of car companies' sales, BAIC New Energy, with the outbreak of the EU series, finally became the top seller in June with a total sales of 26072 vehicles, leading BYD's 25849 vehicles. Among them, the EU series sells a total of 17916 new cars, far ahead of Changan Yitou EV, which is the second largest seller.

In fact, BAIC New Energy once lost the market after the subsidy went downhill. In May 2019, BAIC New Energy New vehicle sales were only 9009, down 50% from January to May last year, down 19.83% from January to May. In June, with the rise of the EU series, BAIC New Energy sold 65158 vehicles from January to June, up 37% from the same period last year.

Similar to BAIC New Energy is Changan Automobile New Energy, which once became a second-tier car company in China by virtue of the A00 Benz, but disappeared after the subsidy went downhill. In June, the rise of Type A Changan Escape EV, beating Chery and SAIC passenger cars, became a car company second only to BAIC New Energy and BYD.

The rise of BAIC New Energy and Changan Automobile reflects the problem of short life cycle of new energy models from the side. Due to the decline of subsidies and the continuous optimization of battery technology, the competition period of a new energy vehicle is actually very short.

BAIC New Energy and Changan Automobile can make a comeback by virtue of popular models, but with technological progress, popular models will soon become marginal models in the market, and must be sought after by consumers again through upgrading. This is a morbid phenomenon that is very detrimental to consumers. Xiaopeng's tragedy of rapid iterative update and protection of rights is a living example.

It is a widely accepted view in the industry that the subversive revolution of automobile intelligence electrification will change the pattern of automobile industry. Therefore, the power of new cars has always been the focus of consumers, and Internet + 's thinking also makes it carry more expectations.

However, the new car-building forces have been on the edge of the new energy market since they began mass production in 2018 and engaged in hand-to-hand combat with traditional forces.

In June 2019, Xiaopeng sold 2237 new cars, while in the first half of 2019, Xiaopeng failed to break the 10, 000 mark, with the top three being Xiaopeng (9596), Weimar (8747) and NIO (6823).

Some analysts said that because there is no accumulation of brands, the new forces of car building can only make more efforts in appearance, technology, and operation, but these advantages are not technology leadership, but ideological leadership. Once the traditional car companies carry out optimization changes, the advantages of the new forces of car building will no longer exist.

In the case of BYD, the focus is not just on the reliability of the hardware, but on enriching intelligent and electric systems. Data show that 90% of BAIC's new energy sales this year are equipped with the highly intelligent Darwin artificial intelligence system.

Not only electric cars, but also traditional fuel vehicles are speeding up the popularization of intelligent systems. GAC MOTOR GA6, which has just been released, already has an L2 autopilot system with a price of only 100000.

Although 2019 is an important year for large-scale delivery of new car-building forces, 2018 is the last golden period of new car-building forces. After 2018, the new car builders who have lost the advantage of intelligence by abandoning conservatism and embracing the smart era by traditional forces may really be just an ordinary new car company.

It is worth mentioning that although only 6823 of sales in the first half of the year ranked third, but for the ES8 is a high-end model, its market and Xiaopeng, Weimar should not be hierarchical. From the perspective of market segmentation, NIO is indeed in the lead.

On the whole, China's new energy industry has indeed entered a new era, winning the market by low prices has become a thing of the past, and the new forces of car building will also lose their advantages.

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