2 144 recruitment

Recently, the Association announced the domestic automobile sales data in July. The overall sales volume of passenger cars was 6.5438+0.5 million, down 6.2% year-on-year and 4.9% quarter-on-quarter, mainly due to the shortage of upstream chips. However, in terms of new energy, the scenery is still unique: in July, the sales volume reached 222,000 vehicles, down 3.2% from the previous month and up 65,438+069.4% year-on-year; In July, the retail penetration rate of domestic new energy vehicles was 14.8%, and in June-July, it was 10.9%, which was significantly higher than the penetration rate of 5.8% in 2020.

At the same time, on July 30th, the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting specifically proposed to support the accelerated development of new energy vehicles, which is a strategic direction encouraged by policies. On August 5, US President Biden will sign an executive order stipulating that half of all new cars sold in the United States in 2030 will be "electric vehicles". At the same time, many industries have a rule. Once the penetration rate of a new variety begins to exceed 10%, it will begin to accelerate development, and the national goal of reaching 20% of new energy vehicles in 2025 will be overfulfilled.

In July, the total sales volume of BYD passenger cars totaled 56,975 vehicles, up 89.4% year-on-year and 65,438+04.5% quarter-on-quarter. Among them, the proportion of new energy reached a record high of 88%. In July, the cumulative sales of new energy was 50,057 vehicles, a year-on-year increase of 262.7%. At the same time, DM plug-in hybrid and EV pure electricity are basically equally divided, with sales exceeding 20,000 units.

Specifically, BYD has three pure electric vehicles entering TOP 15, namely, 5592 EVs from Han, 5342 EVs from Qin Plus and 3785 EVs from Yuan. In the second half of the year, new cars such as Yuanjia EV, Dolphin and modified Tang EV were listed, and BYD's pure electric growth momentum is still sufficient; Among them, the monthly sales volume of Han EV+ Han DM reached 8,522 vehicles, and the annual cumulative sales volume has exceeded 654.38+million vehicles, with remarkable achievements.

The most important thing is the DM-i model. Recently BYD received a complaint. Many customers who have waited for 4 months (actually more) still haven't picked up their cars. At present, DM-i models mainly include Qin Jia, Song Jia and Tang. Some prospective car owners can't wait and hope that the 4S shop will refund the deposit. But these prospective car owners are embarrassed because they signed a car purchase agreement, and there is no delivery time in the agreement. Coupled with the "Kunlun Campaign" exposed some time ago, many people questioned BYD's geographical discrimination and unfairness in picking up cars. In the middle, there are cases of Guangxi picking up cars and Guangdong licensing.

As for the production capacity of DM-i, according to BYD's introduction, the new factory building has just been built, and training workers need to be recruited, and blade batteries and some parts are also increasing, so it is expected that the delivery volume of DM-i will start to increase substantially in September.

Compared with pure electric vehicles, DM-i super hybrid is a technology that can completely subvert fuel vehicles. Whether it's pure electric driving experience, lower power consumption than "Tian Liang" and the same price as fuel vehicles, many people are waiting for DM-i models. At the same time, BYD will soon release a F5 DM-i model with the same power system as Qin PLUS DM-i, but the configuration and price are expected to be lowered to about 85,000 yuan. If there is no problem with the production capacity, BYD is likely to complete the myth that only DM-i series models will sell 80,000 or even 65,438+10,000 per month by the end of the year.

In July, Tesla's domestic sales were only 86,265,438+0 vehicles, and in June, it was 2,865,438+038 vehicles, a sharp drop of 69% from the previous month. Among them, Model 3 sold 6477 vehicles, and Model Y only sold 2 144 vehicles.

However, Tesla China still produced more than 30,000 new cars in July, with a wholesale volume of 32,968. Except for more than 8,000 cars sold in China, all the other 24,347 new cars were exported to Europe-dominated areas, an increase of 385% from the previous month.

A Tesla insider explained: Tesla's export volume will increase substantially in the first month of each quarter, and the export ratio of 1, April and July is higher; In addition, Tesla defines the Shanghai factory as a major automobile export center and needs to supply to markets such as Europe at the same time.

Of course, the exit is just a shield. The key is that Tesla's domestic orders were not enough in July. Therefore, on July 8, Tesla launched the Model Y with a single-motor lithium iron phosphate battery of 276,000 yuan, which is more than 70,000 yuan cheaper than the long-life all-wheel drive Model Y on sale, but the battery life is at least 69km, and the acceleration is only 0.6 seconds slower. Lithium iron phosphate battery is safer, and it has "harvested" Model Y orders for at least two or three months. The order of y is enough. What about 3? On July 30th, the price of the standard endurance Model 3 suddenly dropped by 1.5 million yuan, so it can be inferred that Tesla's domestic sales will usher in a wave of skyrocketing in August and September.

In July, the ideal car achieved 8589 vehicles, ranking first among the new forces. It can be seen that after the change, the product strength has been significantly improved and the positioning is very accurate. At the same time, it is ideal to be listed on the Hong Kong stock market on August 12, so as to raise more funds for the follow-up models and autonomous driving R&D projects.

Tucki also topped 8,000 vehicles, ranking second, among which the sales volume of P7 exceeded 70%, reaching 6,054 vehicles. It seems that He Xiaopeng's claim that Tucki's P7 sales will surpass Audi's A4 in a period of time is not daydreaming. At the same time, its third models P5 and G3 will be launched soon, which is expected to further boost sales.

Weilai delivered 79,365,438+0 vehicles, ranking third, but its average transaction price was around 420,000, with the highest gold content in sales. The financial report released on August 65, 438+02 shows that its net loss in the second quarter was only 587 million yuan, and its cash reserves reached 48.32 billion yuan. ET7 of NT2.0 platform will be delivered as scheduled in the first quarter of next year, and two models based on NT2 will be released next year.

In July, the sales volume of Guangzhou Automobile Aian reached 10604 vehicles, once again exceeding 10,000 vehicles. The official said that the order reached 16000 vehicles, which was in a state of short supply. In addition, a key data was released. In the first half of the year, the proportion of individual users reached 77%, which can be said to basically get rid of the dependence on the travel market.

Here is a comparison of Beiqi New Energy, which initially relied on the B-end market. It has been the champion of domestic new energy vehicle sales for seven consecutive years, and now the sales volume has plummeted continuously, with a cumulative sales volume of only 6,959 vehicles in the first half of the year.

When the tide receded, I finally saw who was swimming naked.

Finally, there are some cars with good volume, but the sales volume is not ideal. The most representative ones are Huawei-related polar fox and Sailis. The former is equipped with Huawei operating system, and the HI version is equipped with Huawei ADS autopilot system. A self-driving road test video in April caused a sensation in the whole network; The latter is more deeply integrated with Huawei. In addition to Huawei's car system, car audio system and a set of three-in-one electric drive, Huawei supplies them all. The most important thing is its sales in Huawei channels. It can be said that there is definitely no shortage of traffic.

However, the sales of the two are enough to overshadow Huawei's aura. According to the terminal sales of China Automobile Association compiled by netizens, the sales volume of polar fox is only 324, and not long ago, polar fox Alpha S collided with BYD EV once and won. Its body structure safety is definitely one of the best, but despite this, everyone still doesn't buy it. To sum up, the reason is that the product strength is relatively general, and the exterior interior design does not have much sense of advanced. However, the price has come to the range of 25.19-344,900 yuan, and the HI version of Huawei has come to around 400,000 yuan. In the constant background of Tesla, the positioning of the polar fox is very embarrassing.

The other is the celestial SF5. In July, the terminal sales volume was only 507 units. With Huawei's strong publicity and strong channels, this achievement is obviously disappointing. Moreover, the production capacity of celestial beings has been climbing for several months. It is understood that Xiaokang may have produced more than 2,000 sets of secrets in July, but only sold about 500 sets. It can be seen that consumers do not recognize celestial products. Cafe believes that the main problem lies in the lack of new motivation in design and appearance.

Generally speaking, although everyone supports Huawei, after all, it is a large consumption of more than 200 thousand. No one will choose a car because of several parts or channels. For Huawei, it "doesn't make cars", and it is undoubtedly very difficult to become a supplier of tires 1 like Bosch. It is reasonable that you can't build a car yourself.