The "dumbbell" feature of high and low end products in the domestic new energy vehicle market is becoming more and more obvious with the hot sales of Tesla's domestic models and SAIC GM Wuling MINI EV.
"these new energy models at both ends of the price band are very low dependent on subsidies, mainly driven by market demand." In the view of Cui Dongshu, secretary general of the bus Federation, the recent popular new products all start with the second family car and the substitute car, reflecting the characteristics of the high and steady growth of the car market.
What Cui Dongshu calls "popular style" new products include the Model 3 and Model Y made by Tesla's Shanghai super factory, SAIC GM Wuling MINI EV, at the bottom of the price band, and Great Wall Euler, both A00 class.
According to the data, among the top five pure electric models sold in the first quarter of this year, Hongguang MINI EV and Euler R1 are mini or small electric vehicles, while Tesla Model 3Universe Y and BYD Han EV are Class B or above. In the entire pure electricity market, in March, the sales of high and low end models of electric vehicles increased strongly, of which the wholesale sales of A00 electric vehicles reached 67000, accounting for 40% of the pure electric market, accounting for 20% of the pure electric market share. it is at the bottom of recent years; the wholesale sales of Class B electric vehicles reached 52000, accounting for 31% of the pure electric market share.
Under such a market trend, a number of new cars launched at the just-concluded 2021 Shanghai Auto Show will undoubtedly make the "dumbbell" expand again.
In the high-end market, with the popularity of new car-building forces such as Ulay and ideal, as well as the popularity of models such as BYD Han, the high-end market of new energy vehicles has become a piece of "fat meat" coveted by a number of independent brands, including Lantu of Dongfeng, ARCFOX of BAIC New Energy, Zhiji jointly built by SAIC and Ali, and high-end smart car brands to be launched by Changan, Huawei and Ningde Times Joint Venture.
From the price range, the first products launched by these brands are also often close to the price "ceiling" of independent brand new energy vehicles.
"small quantities will be delivered at the end of the year, and a large number will have to wait until the first quarter of next year. Some BAIC insiders disclosed the relevant information about the HI version of Jihu Alpha S, which was listed on the eve of the Shanghai Auto Show. "the current order situation is good."
As a high-end smart electric brand owned by BAIC New Energy, the HI version of Jihu Alpha S Huawei carries Huawei's self-driving technology and Hongmeng OS, uses three lidars. Officials say the car can achieve self-driving on 1000 kilometers of urban roads without intervention, and the price has exceeded 400000 yuan.
Also breaking through 400000 yuan, there is the first new car Zhiji L7 of SAIC Zhiji brand, with an advance price of 408800, which is expected to be delivered in the first quarter of 2022, while the second model, SUV LS7, will be delivered in the third quarter of the same year; Lantu FREE, the first new car under Lantu, launched extended-range electric version and pure electric version of two models, with an advance price of 313600 yuan and 333600 yuan respectively.
If the above brands come with the mission of independent brands to rise, then at the other end of the market, small models are to take on the important task of sales. Since the listing of Hongguang MINI EV, sales have soared and become a phenomenal model in the new energy vehicle market, and many new energy brands have begun to follow.
As a new force in car-building, Zero car and Naga Automobile have launched their own modified products. Among them, the zero-running car launched the 2021 zero-running T03, which is priced at 59800 yuan to 75800 yuan, while the Nahu car launched the Naxi V girls' version. On the eve of the auto show, Sihao's Sihao E10X is also officially on the market, with a price of 39900 yuan to 75900 yuan. At the same time, the new Baojun, which is also under SAIC Wuling, has also launched the new Baojun KiWi EV, which is renamed from the new E300. Only from the bright color matching of these new cars, the target is Hongguang MINI EV.
According to Wang Qiang, deputy general manager and general manager of the marketing service center of Changan New Energy Company, the mini electric vehicle market has huge room for growth. "this market segment has a scale of about 600000 vehicles and accounts for more than 30% of the market share in electric vehicles. And there is a long-term growth trend. In the future, this market segment is likely to reach 1 million vehicles. "
"at present, the products of the main car companies have gradually infiltrated into the mini-electric vehicle market, and the low-cost advantage of its economies of scale will be further highlighted. In the future, more main car companies are bound to increase the input of entry-level products." Cui Dongshu further said, "the national automobile policy to the countryside encourages the further expansion of the A00 market, and the increasingly strong demand for personalized short-distance trips in small and medium-sized cities and county and township markets, coupled with the arrival of the aging era, there is huge room for the development of miniature electric vehicles in the future. "
