Auto market is an auto market analysis column based on terminal sales data. From the dimensions of overall sales volume, grade market, origin type and brand country. This paper interprets the automobile market data to help you understand the sales trend of the automobile market in time and fully grasp the market trend. ? The data shows that the data involved in this analysis comes from the monthly data of compulsory automobile insurance, which was compiled by car home. The insured amount data refers to the number of times the vehicle was purchased after it was sold. The analysis object of this paper is passenger cars in a narrow sense, including cars, SUVs and MPVs. According to the standards of car home Product Library, the vehicle types are classified.
1, overall sales trend: new energy vehicles are growing against the trend, and the growth rate is gradually narrowing.
In August 2020, China sold 87,000 new energy passenger cars, accounting for 5. 1% of the total market sales. Compared with last month, the sales volume of new energy vehicles increased by 1.9%, and compared with the same period last year, the sales volume of new energy vehicles increased by 124.6%.
From the cumulative sales data, from June 5438 to August 2020, the cumulative sales volume of new energy vehicles was 456,5438+0,000, down 27.8% year-on-year. Although the total volume is not as good as the same period last year, the health of the market is higher than last year. In June last year, the rapid increase in subsidies was actually a kind of market speculation. This year's new energy vehicle market is relatively stable.
2. Sales trend by energy type: The sales of pure electric vehicles are heating up, while the proportion of plug-in and hybrid vehicles is decreasing.
In terms of energy types, the sales volume of pure electric vehicles in August was 77,000, up by 127.6% year-on-year, accounting for 88. 1% of the sales volume, up by 1.2 percentage points from last month, and the market share was further expanded. Pure electric vehicles still occupy the main market share of new energy vehicles. The sales volume of plug-in hybrid vehicles was 654.38+0.000 million, up 65.438+004.7% year-on-year, accounting for 65.438+065.438+0.9% of the sales volume. Judging from the proportion of market sales in the past 12 months, the market share of plug-in hybrid vehicles fluctuates greatly, and the trend this year is that the market share is gradually shrinking.
3. Sales trend by vehicle type: the proportion of car sales continues to rise, while the proportion of SUV declines.
In terms of vehicle-level sales, the sales volume of new energy vehicles in August was 64,000, accounting for 73.3%, down 0.5 percentage points from last month; Compared with the same period of last year, the proportion of automobile sales increased by 7. 1 percentage point, and all automobile enterprises have certain preferential price reduction policies for automobile models, which makes the automobile have certain sales space in the market.
Pure electric vehicle market, Tesla domestic models? 3 still win the championship, insurance sales11542; In terms of plug-in hybrid vehicles, BMW 5 Series New Energy won the championship with the insured amount of 237 1 vehicle.
The sales volume of new energy SUVs was 22,000, accounting for 25.7% of the sales volume, an increase of 0.8 percentage points over the previous month; Compared with the same period of last year, the proportion of SUV sales decreased by 6.7 percentage points. The sales volume of new energy MPV was 855 vehicles, accounting for only 1.0%, and the sales volume decreased by 0.3 percentage points compared with last month. Compared with the same period of last year, the proportion of MPV sales decreased by 0.4 percentage points. Limited by power technology, the market scale of new energy MPV is unlikely to make a big breakthrough.
4. Market sales trend by manufacturer type: China brand has obvious advantages.
From the perspective of manufacturers' sales, the sales volume of new energy China brand in August was 64,000 units, accounting for 73.3% of the sales volume, up 2.3 percentage points from last month; Compared with the same period of last year, the brand of China dropped by 6.4 percentage points, and the brand of China still occupies the main market share of the new energy market.
The sales volume of imported brand new energy was 0. 1.000 vehicles, accounting for 1.5% of the sales volume, up 0.2 percentage points from last month. Affected by the delivery and mass production of Tesla Model3, the sales of imported brands increased rapidly.
The sales volume of new energy of joint venture brand was 6.5438+0.000 million, accounting for 654.38+02.0%, down 2.4 percentage points from last month; Compared with the same period last year, the joint venture brand decreased by 2.4 percentage points. As major joint venture manufacturers have launched their own plug-in hybrid vehicles, users will have more car purchase options, and the joint venture brand new energy will usher in a new round of upward trend in the future. On the whole, with the accelerated layout of joint ventures in the field of new energy and the entry of foreign brands, market competition in the field of new energy will intensify, and industry integration will also intensify.
5. Sales trends in different countries: China brands are most favored by users, while American brands are on the rise.
By country, in August, domestic brand new energy sales accounted for 72.9%, while the sales of new energy brands in the United States, Germany, Japan and other countries accounted for 14.5%, 10.0%, 0.7% and 1.9% respectively. Compared with last month, the sales of new energy vehicles in the United States increased greatly, mainly due to the sales trend of Tesla, which affected the sales of the entire new energy market.
6. Traditional new energy brands are still among the best, and new forces to build cars disrupt the new energy market.
From the brand point of view, the five brands with the highest sales volume of new energy vehicles in August were Tesla, BYD, Wuling Automobile, Volkswagen and GAC New Energy, with sales volume of 6.5438+0.2 million, 6.5438+0.0 million, 0.9 million, 0.7 million and 0.6 million respectively, accounting for 49.9% of the total sales volume of new energy vehicles in that month. Influenced by the rapid development of new energy vehicles, brand products are more personalized and have higher technology content, which attracts the attention of some consumers and has a certain impact on traditional new energy manufacturers.
In August, Weilai ES6 and Li ONE ranked first and second respectively, and there was little difference in the number of the two models. Tucki P7 ranked third, with an increase of 17.9%.
The three regions with the highest sales volume of new energy vehicles in August were East China, South China and North China, with a total sales volume of 66,000 vehicles, accounting for 75. 1% of the total. These areas are the main new energy sales areas in China. The area with the lowest sales volume is Northeast China, with sales volume of only 0. 1.0000 vehicles.
The five provinces with the highest sales volume of new energy vehicles in August were Guangdong, Zhejiang, Shanghai, Beijing and Henan, with sales volume of 6.5438+300,000, 800,000, 800,000, 600,000 and 600,000 respectively, accounting for 48.7% of the total sales volume. Compared with last month, the three provinces with the highest increase were Chongqing, Gansu and Qinghai, with increases of 2 18.9%, 157.2% and 53.0% respectively.
Summary:
Although there is still a big gap between the total sales volume during the year and last year, the new energy vehicle market has also stepped out of a stable situation under the premise of stable subsidy policy. Affected by the delivery and mass production of Tesla Model3, the sales of new energy vehicles in the United States have increased rapidly, but the China brand still has obvious advantages, and the joint venture brand is slightly behind in the layout of new energy vehicles. However, if the joint venture brand accelerates the pace of product listing, it will affect the market structure of new energy vehicles in the later period. The new forces making cars are also handing over more and more confident answers, and the market competition will become more and more fierce. We expect the industry to bring more and better products to consumers. (Text/car home? Number saying industry)