The new energy vehicle market has experienced twists and turns, BYD has returned to the sales champion, and the policy shifts to test the strength!

From January to April 2017, China's new energy vehicle market experienced multiple factors such as policy shifts, subsidies, subsidies, Chinese New Year holidays, vehicle catalogue re-examination, and local subsidy policies. In terms of trends, although the first quarter of new energy vehicles The overall production and sales decreased year-on-year, but the decline was mainly reflected in January. The data in February, March and April showed a growth trend, and the production and sales data slowly increased. As a leader in new energy vehicles, BYD coincides with the switching of heavy new cars and new car battery capacity in Qin and Tang, which has caused it to even affect the sales of new energy vehicles in China. However, after four months of volatility, BYD returned to the domestic new energy passenger car sales single brand champion in May, showing strong strength.

The new energy vehicle market has experienced twists and turns, BYD has returned to the sales champion, and the policy shifts to test the strength!

The industry generally believes that BYD’s re-winning of the new energy vehicle market in May means that the new energy passenger vehicle market has gradually got rid of the policy impact and began to return to the product in the context of the slow increase in production and sales of the new energy market. Force-oriented track.

The new energy vehicle market has experienced twists and turns, BYD has returned to the sales champion, and the policy shifts to test the strength!

Policy shift test strength

At the end of last year, the four ministries jointly issued a new subsidy policy for new energy vehicles and updated the catalogue management of new energy vehicles. However, the first catalogue was not released until January 23, and some models were not even available until March or April. In some places, new energy policies have not landed on new cars, and the new energy vehicle market has experienced a policy window in the first four months of this year.

Affected by multiple factors, China's new energy vehicle market suffered a downturn. Statistics show that domestic new energy vehicle sales in the first four months were 90,000 units, down 0.2% year-on-year. In January, the sales volume of new energy passenger vehicles was only 0.54 million, and the sales volume in January and March was 16,500 and 27,500 respectively. The sales growth in April slowed down to 29,200.

It is worth noting that after entering May, the sales data released by the National Federation of Passengers Association showed that the sales volume of new energy passenger vehicles reached 38,119 units, an increase of 30% from the previous month and a year-on-year growth rate of 45%.

BYD's new energy has gradually increased steadily after the trough, and it sold 8,684 vehicles in May. It is particularly worth mentioning that in the PHEV (plug-in hybrid) new energy vehicle field with higher technical threshold, BYD sold 4,009 units in May, ranking first in the domestic plug-in hybrid new energy vehicle.

In addition to gradually getting rid of the adverse effects of policy factors, BYD's “Dynasty” new energy matrix gradually completed the comprehensive coverage of the market segments, and the combination punches “Qin”, “Tang” and “Song” successively attacked to form a multi-product line of DM-EV. The matrix, "Flagship Operation" ensures that BYD is everywhere in every market segment. At the beginning of this year, BYD Qin and Tang experienced the window of new car switching. The BYD e5, which is known as the “king of cost”, has an eye-catching performance in Beijing's key markets. It has injected sufficient confidence into BYD's switching period. BYD New Energy The power of the matrix is ​​beginning to appear.

The reporter visited the terminal market and found that Song DM, which was listed in mid-April, is currently hot, and it is difficult to get a car. The sales volume in the first month of the market broke 2,000. At the Shenzhen-Hong Kong-Macau Auto Show on June 3, the 2017 Tang, which is more cost-effective and competitive, has already been listed. BYD's “Dynasty” new energy matrix will further strengthen the industry position of BYD's “new energy vehicle leader”.

The new energy vehicle market has experienced twists and turns, BYD has returned to the sales champion, and the policy shifts to test the strength!

Product support risk

Policy and market volatility is not enough to spur the leading position of real-ownership companies with new energy core technologies. As long as the market environment is stable, it can quickly restore its leading edge and return to the "Herolist". Consumers "vote by vote" is the biggest recognition of BYD technology. In fact, as the only auto company in the world that has mastered the battery, motor, electronic control and charging facilities, BYD takes the leading technology as its brand advantage and brings a strong anti-risk “aura”.

BYD's "542" strategy (within 100 seconds of acceleration within 5 seconds, full-time electric four-wheel drive, and fuel consumption of less than 2L per 100 kilometers) is one of the important reasons for the product's attention. The sales of Song DM, which accounted for a relatively high sales in May. For example, it is equipped with the "542" core technology, and the sales volume of the listed one-month has broken 2,000 units, winning the sales champion of the mixed-mix model. Song DM 100 kilometers accelerated to 4.9s, comparable to a million-class luxury car, and 1.4L of 100-kilometer fuel consumption is a lot of color. In addition, Song DM can realize the 220V AC discharge function (VTOL) outside the vehicle, that is, the vehicle can be converted into an ordinary two/three-hole plug-in through the self-contained switching device to discharge the external electrical appliances. It can supply power for household appliances such as induction cookers and refrigerators to meet various needs. The comprehensive blessing of various types of black technology has enabled BYD's core competitiveness to continue to increase, and naturally performed well in the new energy vehicle market.

In the opinion of the industry, BYD won the championship in May, only the surface figures. The deeper reason is that BYD's technological superiority is also more perfect in the product matrix, especially the plug-in hybrid car continues to sell well. It will enable BYD to continue to play the role of the new energy vehicle market for a long time in the future.

With strong products "supporting the waist" and consumer recognition, BYD is full of expectations for the future. At the BYD shareholders meeting on June 6, Wang Chuanfu said, "Subsidy retreat is a bad thing is also a good thing, can reduce subsidy dependence, realize electric vehicles. National sales promotion. Sales are currently recovering rapidly and are expected to grow significantly in the second half of the year." Subsidy subsidies mean that more companies will pay attention to the technical content of electric vehicles and improve the technical quality of the whole vehicle, so that they are more competitive internationally.

The new energy vehicle market has experienced twists and turns, BYD has returned to the sales champion, and the policy shifts to test the strength!

"Curve overtaking" turning point is approaching

From the data of May, the sales of new energy new vehicles in China will increase steadily in the future, and the follow-up momentum will be strong. Not only China, but the global new energy vehicles will continue to record records. This time, BYD was able to win the sales champion in the highly competitive new energy vehicle market, showing a strong sales force.

At the same time, BYD's return to the championship list also provides a model for the development of domestic new energy vehicles. New energy vehicles only pay attention to the technical content, improve the technical quality of the whole vehicle, and can truly compete internationally on some core technologies. If a type of product relies on policy subsidies, there is little room for improvement in performance and technology, and sales will decline as policy declines.

In addition, it is unrealistic to hope that consumers can pay for the environment. Enterprises should provide consumers with stronger performance and more value, so that consumers are happy to buy this order. The promotion of new energy vehicles and the market for new energy vehicles will become larger and larger.

Different from foreign countries, Chinese private cars are generally the only car in the family. They must take care of long and short-distance travel to meet the full-time needs of work and life. They can come and go at any time, but the social charging facilities are imperfect. In reality, consumers generally have mileage anxiety about electric vehicles. Plug-in hybrid vehicles are the best choice for private cars at present, and they can achieve the nationwide promotion and sales of electric vehicles as early as possible.

The industry believes that the development of China's new energy vehicles has become an irreversible turning point. The product introduction period has basically ended and it has entered the growth stage. All new energy vehicle manufacturers should provide consumers with stronger performance, more value for value and more. Attentive service, only in this way can the consumers recognize the brand and products, which is conducive to the promotion of new energy vehicles, the market of new energy vehicles will become more and more promising, and finally achieve the "curve overtaking" of Chinese brands. ".

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