The sales interpretation of the new energy market in the electric bonel, coming more than usual.
Of course, Xiaobian inevitably does not recognize that this is affected by holiday syndrome of Dragon Boat Festival, causing the fish delay. After all, it has been diligent, let everyone eat negative Tesla, staged the melon of “Sales and Counterators” in May.
In addition to sales of Tesla, other manufacturers have also good sales in May, and even have some analysts shouted “the loudspeak slogan” that belongs to China’s new energy car era. ” .
So now, it will give you a late sales inventory, the common product, the spring of China’s new energy car is really coming?
■ Sales volume, policy down, 2021 can be sold for 2 million?
The optimism of the outside world is inseparable from the overall sales of the market:
China Passenger Car Association (Multiplier) Data Show, May New Energy Passenger Car Wholesale sales reached 200,000, an increase of 7% in April, a year-on-year increase of 175 percent. Retail sales of 187,000 units, an increase of 16.1 percentage, an increase of 180.1 percent.
Metaffairs March Retail Sales Statistics Table 
In the accumulated sales, January-May, new energy passenger cars wholesale 860,000 vehicles, Retail 776,000.
Contrast last year, in 2020, China’s total number of new energy passenger vehicles total sales was 11.7 million, total retail sales were 11.09,000.
That is, if the overall market in June can continue the rise in rising than the year, this year, the sales volume will be close to the total sales of last year.
Therefore, after sales announcement in May, the two major industries have made very optimistic expectations:
Cui Dongshu, Secretary-General, Triassan, continuous The year-on-year sales expectations are expected to increase the prediction sales to 2.4 million.
Xu Haidong, deputy chief engineer of China Automotive Industry Association, relatively conservative, but also said “this year new energy steamThe market rate of the car or will reach 46%, and the annual sales is expected to reach around 2 million. “
Although the specific prediction of the two hills is different, everyone has reached a consistent in total expectations – that is, China’s new energy auto market will be expected to hit 2 million markings than last year. The overall sales increase is nearly double.
In addition to selling, the market competition pattern is also gradually changing, which is also the performance of China’s new energy automotive industry from “volume” to “Quality”:
First, still subsidies In the context of policy saver, market sales have gradually switched from “policy driver”: 2021, the national new energy subsidy policy has no need to introduce. After the decline in April, in May, the sales volume rebounded, and the new energy car and fuel cars were also explained, and the sales volume fell in seasonal fluctuations.
This also can’t help but look forward to this year’s sales season, the sales of new energy vehicles, the active performance of new energy vehicles.
Second, the sales of traditional cars started to strengthen. The sum of the top five (Wei Si, Xiaopeng, Ideal, Ideal, and Zero), plus the foreign squid Tesla, and the total sales volume is only about 57,000.
Compared with the total number of wholesalers of 200,000, it is not difficult to imagine that traditional vendors’ new energy models have begun to force. New energy auto market, no longer just a small chessboard for new car companies.
Finally, China’s new energy vehicle exports have grown. In addition to Tesla China exports 11,500 Model 3, traditional manufacturers such as SAIC, Jianghuai, BYD have good export performance. And before, we also introduce yours, Xiaopeng, and Weilai and so on have also been or is preparing to take a roaming Norwegian market. 
This shows that the influence of China’s new energy vehicles has gradually transferred from China to foreign countries, and the domestic new energy vehicle supply chain advantages are gradually enhanced.
The national “New Energy Automobile Industry Development Plan (2021-12035) promulgated last year, to 2025 new energy car newThe sales volume of the car should reach 20% of the total sales of new cars.
If this year, the sales of new energy vehicles can reach 20%, combined with the overall sales of China’s overall sales in recent years maintains about 20 million units, then this year’s accounting is expected to reach 10%. 
Everyone may really refuse to say that BYD President Wang Chuanfu has recently spoke on the Chongqing Auto Show Forum: “Chinese people can’t afford their own brand this old child to change … I don’t oppose the people to buy joint venture brands But I hope to go to the store of the self-branded store before I buy it. I will go to the store. “
■ Sales list: Lack of new faces, less old face
Talk to the whole, let’s take a look at the May sales list. Looking at the familiar template of the Multiplong, Xiaoyue for a long time, it seems to be able to describe only “lack of new faces, less old faces”. Therefore, put on the list of March and April, to make a contrast.
Three of the top three in the list, Wulinghong MINI EV continues to “hegemony” in the absolute advantage of 2.97 million units, not particularly good. If you really want to mention, you can only think that during the Dragon Boat Festival, SAIC’s Ming Lishi joint box horses a screw powder taste.
Followed, Tesla Model Y “Pickup” Model 3 rose to the second place. It has also been introduced to you before, and the general is because the production capacity of Tesla Shanghai factory has climbed, and the Model Y order harvested in the first quarter began to gradually conversion to actual delivery.
Where there is a large change, there are several A00-level cars:
Changan Benben EV sales increase, from 3,826 in April Up to 8,370 sets. Successfully squeezed off the back of EV and BYD Han EV, climbed to the fourth place.
Chery EQ (small ants) sold have been very smooth, starting from March, basically maintained in this number.
After the absence of the April list, the number of 3,147 numbers “rolling” is ranked 13th. 
In the April list, the eighth, 9 Euler black cats in the same column, but Clever Clever “did not see the trace.”
There are many factors affecting sales, and it is more likely to be guessed, one is capacity, and the other is policy.
In terms of production capacity, since the entire automotive industry is still troubled by the shortage of chip, the priority of the “Profit Dairy” model of the “profit dairy” model is a more rational choice for traditional manufacturers. This type of model is generally the Volkswagen Passat, Toyota Camry this B-level fuel truck. For the Great Wall and SAIC, the “Abandoned” A00-level pure electric truck is also rational.
In terms of policy, I believe that everyone also remembers the rumors of “4.6 m / 100m less than 4.6 meters / 100,000” in Shanghai. Although policies are still unclear, according to the recent news reports, this type of model is still unable to be able to be on Shanghai. This will undoubtedly increase variables for sales of A00-level products.
The more special is a new force brand product zero run T03. The zero-run car official has announced a poster, known as the total order of the first quarter exceeds 10,000 units, but actually only delivers 3,139 new cars, there are more than about 7,000 gaps. By combined with the situation of zero run T03 in April, the sales volume in May should still digest this part of orders.
Since we mentioned the zero run, we will simply mention a few new power companies in May sales. In general, it is still not changed.
In May, 蔚 来 ES6 is delivered 3,017 sets, similar to in April. However, the three models currently added to the sale of 6,711, which increased by 95.3 percentage.
In addition, the accumulated delivery volume of this year has reached 33,873, and the second name Xiaopeng opened nearly 10,000 gaps. Then combined with the official repeated emphasis, the product invoice has exceeded 400,000The actual situation, not only the first place in sales, but also opened the factual gap with other new forces products on the product positioning.
The second place is 5,686 in May.
Among them, Xiaopeng P7 delivery reached 3,797, Xiaopeng G3 delivered 1,889 units. In 2021, Xiaopeng Auto accumulated delivery reached 24,173, which was more than 5 times higher than that of the same period last year.
I believe that after Xiaopeng new product P5 is delivered, sales can further climify.
There is a large change in the three or four places: which is 4,508 vehicles, more than 4,323 ideal cars, and enter the first echelon with a weak advantage. 
The ideal sales decline is not difficult to understand – the switch window in the new and old ideal one.
While the new ideal one is listed, the old car owner is dissatisfied, pulling the banner, let everyone eat it again. But I believe that everyone has a number of new ideal one’s product strength, and the possibility of follow-up will remain very large.
As for which car, it has been a road that is more gratia to “rural surrounding city”. The models may be difficult to find in the north, but when you look at the streets of the Third and fourth-tier cities, you can find a secret of more than 3,3,3,3,300 in May. 
In addition, the car recently frequently moved frequently, not only put the 360 new thigh, which 吒 u Pro has entered multi-provincial official car Purchase directory. These maybe in the future.
Finally, we still have to mention the most familiar new energy old friends – BYD. This is also the only brand that can bring a brighter color to the leaderboard. 
In the sales ranking, BYD Han EV fell to the fifth place from the third place in April, but the total number of sales in more than 5,700 variations were not large..
Bigmight, or the BYD DM-I mixed product is finally started. Qin Plus DM-I sales have risen more than 2,000 in April, reaching 5,542 units.
Combined with an apology statement published by BYD this month, the sales growth of BYD DM-I plug-in model has almost A subscription.
BYD this big movement this year is very clear:
1, the main push DM-I plug model, grab the traditional fuel car on the model market.
2, the whole new energy model “Pepper”, is equipped with a lithium iron phosphate blade battery.
3, the plan will launch a new high-end brand at the end of the year.
BYD President Wang Chuanfu also mentioned in the speech recently: “BYD’s new energy car should meet the level of 40,000 units in June.”
Combined with the new volume of lithium iron phosphate battery installed, the price of double growth, I don’t know what you have, anyway, Xiaobian is preparing to pay more attention to the BYD stock.
Review the sales of new energy auto markets throughout May, we saw the new hope of the entire market to impact the annual sales volume, but Some regrets and hidden worries were found in a slightly dull segment model rankings. 
From the list, we can see that the ranking has changed, but the brand, the model is basically the old face, has been solidified into “Hongguang MINI EV + Tesla + BYD + new Pattern of Forces / Other A00 Cars.
After the new car is listed in the first half of the year, we look forward to some new changes in the best-selling car list, but the reality is about to violate.
Traditional manufacturers, the public ID.4 family once again staged the “flowering, wall outside the wall” – successfully defeated Tesla in the European market; in China, the Northeast Volkswagen two brothers added ReachNo one zircon head of Tesla. Other manufacturers have exhibited new cars at the Shanghai Auto Show, most of them are also “futures” that will be delivered in the second half. 
In terms of new forces, in the first half of the year, only Weima W6 new car listed delivery is delivered. Weima officially gave a high hope for this car, recently promoted its first equipped AVP automatic parking function, and high-profile announced a high-profile newspaper to harvest six thousand orders on the Shanghai Auto Show.
However, from the real sales data, Weima returns to the road to the first echelon, which is about far.
But in the seemingly constant pattern, there is still a lot of variables:
Tesla, which is negatively plagued, recently foreign media The actual order in May is only more than 8,000 messages in May. At the same time, Model Y will launch a rumor of the price of lithium iron phosphate version of the price of the price of the price of the price of the phosphate version of the price.
Next, Tesla sales change, will it be staged again to stage the most familiar price reduction promotion, is a topic worthy of attention in the next two months.
On the other hand, two increased range power new cars, 图 free, Sails Huawei is about SF5 is also delivered. These two topic models can continue public opinion in sales, and they are also worth looking forward to.
In 2021, it is about to be over, in general, the new energy car market is showing a growing trend. But the chip shortage, production capacity is the hidden worries in the industry.
Can China’s new energy vehicles achieve the goal of impact 2 million sales mark this year? Also waiting for time to give us an answer.