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Mobile WebSiteWith the advent of the "post-subsidy" era, the continuous growth of the new energy vehicle market has "five consecutive declines."
In November 2019, the production and sales of new energy vehicles in China were 110 thousand and 95,000, respectively, a year-on-year decrease of 36.9% and 43.7%. From January to November, the production and sales of new energy vehicles in China were 1.093 million and 1.043 million, The year-on-year increase was only 3.6% and 1.3%; and the annual production and sales in 2017 and 2018 increased by about 50% year-on-year.
Under the general trend, the living space of major new energy vehicle companies has been squeezed, and how to "live" has become a topic that automobile companies need to study.
Car companies usher in difficult times
Earlier this year, BYD set a sales target of 650,000 vehicles, of which 300,000 were new energy sources. At the World New Energy Vehicle Conference 2019, Wang Chuanfu was confident and said that BYD's new energy vehicle sales will achieve a 70% -80% increase. Combined with the completion of 220,000 vehicles in 2018, it is estimated that this year's conservative target is 380,000 vehicles.
In terms of new car building forces, as of November 30, the best-performing Weilai Automobile also only achieved 42.5% of its annual target, and Xiaopeng Automobile was less than 40%. In front of the annual sales target, none of the new forces of car building has reached the standard.
In 2019, the first year of the shuffle of new car building forces, it has basically been divided into two echelons. The first echelon is Weilai, Weimar, Xiaopeng, etc., which have achieved mass production and delivery. There is still a gap in the annual goals, but due to the strong market adaptability, it will eventually overcome the difficulties. Those brands that have not yet achieved delivery have missed the best time to enter, and the subsequent survival is increasing.
With the arrival of a large number of new products, the market environment of the previous "bad currency expelling good coins" will be changed, and the product level of the entire new energy market will be greatly improved. The market will impose higher requirements on car companies and products.
