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10 new energy sales: Tesla altar fell, BYD Korea rose strongly.
According to the data of the Federation, in June, 5438+ 10, the sales volume of new energy narrow-sense passenger cars was134,000, which achieved double growth year-on-year, including 1 12.0% year-on-year and 210% quarter-on-quarter. During this year 1- 10, the cumulative sales volume of new energy vehicles was 735,000, down 9. 1% year-on-year.

It is worth mentioning that in 20 19, the total sales volume of new energy vehicles was 106 1 10,000 vehicles, and the sales volume in the first ten months of this year has reached 69.2% of that of last year. On the whole, this year's new energy vehicle market is difficult to achieve the sales achievement of last year's 106438+00000 vehicles.

Although the overall sales of new energy vehicles have declined this year, there are also many dark horses, which have achieved a strong rise in the cold auto market this year.

Tesla's altar fell and independent car companies rose.

Tesla has achieved rapid growth in sales this year through continuous price reduction this year. Even in February, the worst epidemic this year, it still achieved a "miracle" of selling tens of thousands of vehicles a month. After that, domestic Tesla models? It is commonplace to sell tens of thousands of vehicles in March, and it has been the champion of new energy vehicle sales for several months.

But in the past two months, domestic Tesla models? 3' s best-selling position was pulled down by its own brand. 10 year, Tesla model? The sales volume of 3 is 12 143, ranking second in the sales list of new energy vehicles. What is the first? Hong Guang Mini? EV, 10 sales reached 2063 1, which is also the Hong Guang MINI? Since the listing of EV, its monthly sales exceeded 20,000 vehicles for the first time.

Hong Guang Mini? In fact, EV is a car with a cruising range of less than 200km, and even the subsidies for new energy vehicles can't be obtained, so it can only enjoy the tax exemption policy for green licenses. Its travel mainly depends on the simple and rude word "cheap". The price range of only 28,800-38,800 yuan is affordable to most people, and it is completely an "old people's music". How about buying a Hong Guang MINI for these consumers? The purpose of EV is to buy food instead of walking, and there are not many requirements. What about Hong Guang MINI? EV has fully grasped consumers' psychology of buying cars. Hong Guang Mini? The popularity of EV also confirms the old saying, "Wuling must build what people need."

BYD Korea EV monthly sales exceeded 5000.

As the most important model of BYD this year, BYD Han has been on fire before it went public. BYD Korea has been in short supply since its listing, but it seems that the sales in the first two months do not match its popularity. Is BYD Han really popular and low in sales?

That was not the case. The main reason why BYD Korea's sales data are not good in recent months is insufficient production capacity. A friend of the author has already placed an order for BYD Korean EV in June, and has not mentioned the car, which fully proves that the monthly sales of BYD Korean EV was only three or two thousand before, not because no one bought it, but because of the capacity problem.

165438+1October 12, BYD Han EV ushered in the 20000th new car off the assembly line at BYD Shenzhen factory. In the past 10 month, BYD sold 7,545 vehicles in Korea, up 34.4% from September, of which 5,055 vehicles were sold in Korea. Up to now, BYD Korea's cumulative orders have exceeded 40,000 units.

According to BYD's current production speed, the monthly production capacity will soon exceed 1 10,000 vehicles. It is expected that BYD Korea's sales will increase explosively in the next time.

The significance behind BYD Henkel's sales volume

Hong Guang Mini? There is little competition in the "old people's music" market like EV, and it is relatively easier to achieve high sales. BYD Korea's market competition can be said to be considerable. Was there a Tesla model before? Such a benchmark product, followed by a group of new forces, can achieve high sales in this market, which is inseparable from BYD Korea's strong comprehensive strength.

From the perspective of product positioning, the competitors of BYD Korea EV point directly at domestic Tesla models? 3. The price and positioning are highly coincident, but in the independent new energy vehicle market, do they have the strength to compete with domestic Tesla models? There are only a handful of models with positive PK.

It is also because of BYD Korea EV that the domestic high-end new energy vehicle market is not affected by domestic Tesla models? 3 complete rules. BYD Korean EV and domestic Tesla models? Although they are all medium-sized pure electric vehicles, the former has considerable advantages in size, endurance and configuration. Especially the battery life, the battery life of BYD Korean EV can reach 605km, while the domestic Tesla model? The battery life of the standard battery life version is only 468km, and the ternary lithium battery used by Tesla is far less safe than BYD Korea EV's "blade battery".

Write at the end:

It is an indisputable fact that the overall growth rate of the domestic new energy vehicle market has slowed down. Although many new energy vehicles have achieved the best sales in history this year, more new energy vehicle companies are having a hard time. New energy vehicles with better performance have enough product strength and bright spots, which also shows from the side that the new energy vehicle enterprises that "eat and die" will eventually be eliminated by the market, and this day will come soon.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.