With the release of Geely, Changan, Chery, and BYD's sales, there are actually a lot of highlights behind the sales in January.
In terms of data, the monthly sales of Chery and Geely exceeded 200,000, the sales of Changan Automobile exceeded 300,000, BYD's sales also increased year-on-year, and the monthly sales of Great Wall's high-end models and tank series were close to 20,000! The monthly sales of the Hi4-T model were close to 10,000.
These data are terrifying, but they also give us new food for thought.
The prerequisite for these independent brands to get a huge incremental space is that they all have excellent forward-looking thinking, get the new energy ticket, and rely on the advantages of the track to eliminate backward fuel vehicles with the three advantages of license plate, fuel consumption and technology.
However, with the goal of 40% penetration, the Ministry of Industry and Information Technology has also carried out certain protection for fuel vehicles and the decline in new energy subsidies, which means that the penetration rate of new energy cannot be sustained.
The industry expects that in the future, new energy will account for 60%, and fuel vehicles will account for about 40%.
This also means that if you want to have a larger market in the future, enterprises must do fuel vehicles and new energy in parallel, because the new energy growth curve will tend to flatten, when the backward fuel vehicles are completely eliminated, excellent fuel vehicles implant technology, strengthen fuel consumption, reduce the price of the value of fuel vehicles will not disappear.
Therefore, companies with only new energy models will have strong barriers to development in the future, because they will lose the remaining 40% of the market share.
On the contrary, at first, companies without new energy models will be snatched by opponents, and the future development must be very embarrassing for companies without fuel vehicles.
It can be seen that the subsidy is declining at a faster rate, and this year's pure electric vehicle range within 200km will not be able to receive the subsidy, and it is also worth thinking about whether to reduce the road weight of new energy license plates in the future.
For the entire market, not all consumers have new energy needs, especially in the fourth and fifth tier cities are not sensitive to license plates, coupled with the influence of brand, quality and its best factors, it is inertial consumption thinking to choose the oldest car brand within the budget.
It is difficult for new power enterprises to gain a foothold in third, fourth and fifth-tier cities, one reason is that the first is indeed high, and another important reason is that there are no fuel vehicles.
The consumption of the market is diversified, and seizing the demand for new energy in the first- and second-tier core cities, and the demand for fuel vehicles in the third, fourth and fifth-tier markets is an important way to determine the steady development of enterprises in the future.
The development of new energy in the two years has entered the reserve development period, and a large number of new energy vehicles will be squeezed into the market at the beginning of 2024, which is indeed increasing, and the internal competition is also more intense.
Many people ignore the importance of traditional fuel vehicles, and it is more convincing to come up with data.
Last year, the top three models in sales were Model Y, Sylphy, and Lavida, and there were still 4 fuel vehicles in the top 10 models, and the other two Sutar and CS75 PLUS performed quite strongly.
With the homogenization of future technology, the follow-up of marketing, the stability of production and the reduction of costs, the internal competition in the new energy market will be very fierce, and the advantages of individual enterprises will be reduced.
All in all, China is a first-class mouth with 22 million sales, and the direction of user consumption is completely different, and only by grasping different needs can we run steadily, long-term and continuously in the market.