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He Xiaopeng: the real consumption of electric cars in China in the first nine months was only more than 100,000.

2024-09-08 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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According to the September sales data of China's automobile market recently released by the Federation of passengers, according to the data, the sales volume of China's narrow passenger car market in September was 1.781 million, down 6.5% from a year earlier and up 14.0% from a month earlier. Affected by the industry as a whole, although in the traditional "gold, nine and silver ten", the sales volume of the narrow passenger car market rose 14.0% month-on-month in September, but it is a record low, and the national car market is still in the "cold winter".

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But by contrast, the new energy market is even more bleak. According to the Federation of passengers, wholesale sales of new energy passenger vehicles in September were 65000, down 33.4% from a year earlier and 8% from the previous month, and have declined for three consecutive months. In terms of cumulative sales, 778000 new energy passenger vehicles were wholesale from January to September this year, an increase of 29.4% over the same period last year.

On the occasion of this, he Xiaopeng, chairman of Xiaopeng Automobile, said through a social platform that in the first nine months of this year, only more than 100,000 electric cars were actually sold to real consumers in China, about the same as Tesla sold 140000 in the United States in the first nine months.

He Xiaopeng said that this figure excludes non-pure electric cars, sold to major customers (taxi companies, car rental companies) and "cars whose actual sales price is less than 120000 mainly for travel financial solutions".

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In terms of cumulative sales, in the first nine months of this year, China sold 872000 new energy vehicles, of which 616000 were pure electric vehicles and 176000 were plug-in hybrid vehicles. And we can imagine how many electric models, as Xiaopeng said, and how many sales are carried by consumers Nissan. Usually on the road, most electric models are operated as various Didi and taxis, or shared cars. According to how many of the top 10 models sold by the FIFA are not used for operating models.

According to the license volume data of traffic insurance, the number of domestic new energy passenger vehicles was 190300 in June 2019, of which 154500 were pure electric vehicles. In June, the number of cards on the rental market accounted for 35.4% of the total.

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Since the first decline in China's auto market in 2018, new energy vehicles have been able to maintain rapid growth and are regarded as the stars of the future. But after subsidies declined in the summer of 2019, the "savior" halo of new energy vehicles began to fade.

The subsidy policy for new energy vehicles has gone backwards, and many consumers do not enjoy concessions, so the cost of buying cars has increased significantly, and the purchasing power has also weakened a lot; and in some first-tier cities, the indicators of new energy models have also become less due to the rapid growth of new energy models in the early stage. At the same time, in many third-and fourth-tier cities or rural areas, equipment construction is not perfect, including some after-sales service can not keep up, so consumers in these areas lack the ability to buy new energy vehicles.

In addition, with the spontaneous combustion of more and more new energy vehicles, safety issues are also concerned by consumers; and the cost of power batteries is too high, and the cost of replacing batteries for some consumers is higher than when they buy cars.

According to the latest data from the China Automotive Technology Research Center, Xiaopeng delivered 1487 vehicles in September, a month-on-month increase. From January to September this year, Xiaopeng sold a total of 12829 vehicles, and now ranks first among the new car-building forces in China, followed by 12430 cars sold by Ulai and 12799 vehicles by Weimar, which ranks third. However, the whole new power accounted for only 0.4% of domestic passenger car sales in August.

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And for the above statement, as Xiaopeng said, even if you want to be bigger and stronger, but like the net weight and gross weight, new energy vehicles reach the ceiling? This is not the case, the development of new energy is the trend, and it takes time to precipitate on the road of new energy vehicles.

In the face of policy refund, in order to enable enterprises to compete and develop better, only good products can be recognized. For example, Tesla sold 140000 vehicles in the United States alone in the first three quarters. This figure is almost equivalent to the amount purchased by real users of China's new energy market over the same period as mentioned by he Xiaopeng. Production of Porsche's first all-electric sports car, the Taycan, has been sold out in the first year.

Therefore, for the development of new energy vehicles, vehicle product quality and brand premium are more concerned by consumers, and the Chinese market still has great potential, just like Volkswagen CEO Dis facing the future development in the new energy field, no matter what happens, it will not shrink its Chinese business. As for the more and more problems that Xiaopeng said, it should be how to solve them.

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