As of October 2019, according to US data, researchers Kevin Rooke In a recently released statistics that Tesla already has sold 807,954 electric cars, BYD has sold 787,150 hybrid electric car plug + car. Based on this result we can know, Tesla once again overtake BYD, the world’s largest new energy automobile manufacturers.
In 2014– 2015, Tesla has been on this kind of statistical data champion. But in 2016, with good sales of domestic automobile market with the new energy policy of flying, BYD sales fell swoop go-ahead, instead of Tesla became a champion. Subsequently been developed so far in October this year, BYD Tesla was ahead again. It can be said that a championship, has been going on for four years. And from the results of a four-year term, competition is fierce and the two evenly matched.
Market: Tesla broader and more stable
between consumers and Tesla BYD consumers are not in conflict , also said that starting from consumer groups, there is no competition between the two. Specific to the actual consumer market, but there is a significant difference between the two. The first is the sales port, the source of almost all of Tesla’s sales of individual consumers, while BYD in addition to individual consumers, there is still a B-side sales, such as Shenzhen taxi.
At first glance, BYD bigger market ah! If the sales range, then only true in the Chinese market. Happens on a global scale, Tesla coverage is amazing, and share is amazing, that Tesla sales is working hard to come back on a global scale. In many markets abroad, Tesla is in the absence of subsidies to sell the car, is the case in the Chinese market. BYD other hand, the bulk of sales concentrated in the domestic market, and has been within the scope of the policy of subsidies.
What does this mean? This means that Tesla lost the Chinese market, there are still other markets may continue Raiders, BYD can only take root in the domestic market, and then gradually expand outwards, which is obvious who is who is easy to difficult. Secondly, the relative BYD, the Tesla sales port more solid, because it is not affected by the policy, and regional subsidies and other factors, even if there is no impact on BYD so serious. And as of October, Tesla has achieved an increase of 60 percent, while only 37.5 percentage BYD, which is sufficient to explain the problem.
policy: when subsidies are downstream
According to the Ministry of Equipment Industry recently issued the “2018 Annual promotion of new energy vehicles subsidies earmarked review the situation of publicity “(hereinafter referred to publicity) showed that 2018 annual subsidies for new energy vehicles is expected to reach 13.778 billion yuan, 3.632 billion yuan BYD gained, it is to get the most subsidies car prices, accounting for up to 26.36 percentage.
This shows the problem? On the one hand, compared with the Tesla BYD have a more comfortable conditions for development, backed by subsidies mountains are good for shade; but, in turn, is not that BYD is less dependent on subsidies will do even more to Tesla? From the beginning of this year began receding slope subsidies, and subsidies for retirement earlier in the slope of the entire automobile market is down, the development of recent months has been to see good momentum of China’s new energy auto market, sales began to decline.
at the beginning of this year, BYD set up 300,000 new energy vehicles sales target, Mr. Wang in the new energy vehicles this year’s World Assembly said with confidence BYD new energy vehicle sales will be 70 percentage -80 percentage increase, combined with the completion of the 2018 220,000 of view, it is possible 2019Annual sales reached 38 million units. However, as of November 2019, cumulative sales of BYD new energy vehicles to 216,000, from 380,000 not only the foreseeable future, even if 30 million sales target as well as a 40 percent gap.
domestic automobile market downside is that most people probably did not expect the unexpected situation, but for domestic car brands, which is the most direct survival of the fittest. Because in addition to BYD, the vast majority of the country’s new energy brand sales are difficult to achieve the target set by the original. January to November BAIC New Energy cumulative sales of 114,000, only completed half of the annual target; Wei car to complete the annual target of 43.5 percentage, less than 40 percentage Xiaopeng car. In addition to them, but there is a large number of new forces were forced out, unable to make the transition from PPT to real cars.
future: China’s new energy go from here?
Now, Tesla has set up factories in the country, and the response from the market point of view, Tesla Model 3 momentum is fierce, it can be said Tesla is proudly forward. So relatively, in subsidies will eventually canceled, the saturation of the market, consumer acceptance is not high, the domestic new energy brand go from here?
December 11, Xiao-Peng Wei and declared the official car to reach charging cooperation, Wei to super-charge access to official Xiaopeng car APP. In other words, the owner can use Xiaopeng Xiaopeng Wei car APP scan code to start charging pile overfilled. There is one that one, super car currently on the market to charge Wei pile really small number. However, this cooperation is of strategic significance to be greater than the actual sense, it is passed out of a fusion of the signal. Prior to this, Volkswagen, FAW, JAC tripartite car prices and the stars charged with the establishment of a joint venture, charging pile construction layoutSet up operations. After that, the car Weimaraner hand Lian Xing Technology, on the charge of public service enabling cooperate. We can say that the future of China’s new energy has grown from going it alone, gradually transformed into joint cooperation.
reason in the country plagued by new energy vehicle development of what is ? Nothing more than a hard charging, charging slow, uneven quality of vehicles and other issues. In June this year, three parts Development and Reform Commission, Ministry of Commerce, Ministry of Ecology Environment issued relevant documents, no new energy vehicles to implement the limit line, restriction, and accelerate the construction and subsidies charging piles infrastructure. This means that the party is still in support of policy, support China’s new energy vehicle market.
In this context, the new binding energy back slope, new forces fusion of cooperation and expansion of traditional enterprises to improve product and other acts, we can see the current development trend of domestic new energy vehicles. The first is infrastructure under the policy to support further spread, solving the difficult problem of charge; followed by the fusion of powers between the new growth, speed up the pace to catch up; addition is traditional companies in product innovation, so that the automobile market in the downstream occasion. ” Gresham’s Law, “the complete elimination of the phenomenon, the product quality to do it. It can be said, in the multi-enterprise co-operation and full of placing the moment, China’s new energy future can be expected.
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