China is very strong, we have lived in many fields, but in the field of automobiles, China has been chasing. Accurate said that China’s car brands have been chasing foreign brands, they have never transcended. Therefore, we must propose this statement of “New Energy Products Curve Overrage”. Because of the naked eye, our gap in the field of fuel trains is too big.
From data, Chinese brand has a good construction tree in the new energy field, at least in China. Even so, even if we really enable the corner overtaking, there is a regret that there is no more people in the heart without positive caught. However, when the time entered 2021, we found that the footsteps of Chinese brands have sounded from the rear, surpassing foreign-funded brands, seems not so far.
Let’s look at a group of data: In July this year, China’s brand passenger market share reached 46.4%, The same period was increased by 11.1 percentage points in the same period last year. From January to July, China’s brand passenger cars accumulated 4.92 million, an increase of 42.8 percentage year; the market share reached 42.6 percent, a year-on-year increase of 6.5%. Confused mainstream joint venture brands, July retail volume was 670,000, down 19% year-on-year, down 7% from June.
At the same time, while the Chinese car brand has achieved new progress. In terms of two aspects, one is in the manufacturer sales list in July, there are six independent brands in the top 15; the second is the sustained rate of independent brand models continued to increase, and the brand upward trend is obvious.
We must recognize that the growth of self-sales and market sales are not autonomous. The result of brand technical breakthroughs, its root cause is to intensify the shortage of chip. When the foreign-funded brand can’t make a car because the chip shortage is created, it cannot pick up the car. When paying, the self-owned brand is signed with a chip.Long-term supply and even the advantages of our own research and development chips, broke the market pattern of a few years.
Briefly, the autonomous brand is not in technology, but is over operation. Whether it is an alternative to the shortage of chip, or the sustainability of the supply chain, its own brand fully reflects their home strength. But what we can’t ignore, that is, a self-employed brand built on the new energy track.
As mentioned, the autonomous brand new energy model has a tree in China. It can be seen more clearly through a set of data. Xin Guobin, deputy director of the Ministry of Industry and Information Technology, said that from January to August this year, new energy auto production is expected to exceed 1.7 million units, double the year-on-year, and the market penetration is over 10%. Another group of data showed that in July this year, the new energy vehicle permeability of independent brands reached 30.1 percent, substantially higher than the total 14.8 percentage of new energy vehicles. In contrast, the new energy vehicle penetration rate in mainstream joint venture brands is only 2.5%.
Under the common role of traditional Chinese brands and new forces, autonomous brands are extremely high in new energy markets, and the average price of bicycles is also greatly improved. In the past, “independent brands can only sell low-end cars”.
At first glance, the independent brand will win in operation without technology. However, from the sales of this, the company can also see that the independent brand will inevitably attract consumers who are hesitant between independent brands and foreign brands. The break of this pattern will bring two changes, one of which is changing in the industry, and the other is that consumers will have more reviews to their own brands.
First, the former, the change caused by the former is not a chance, but in a long period of time, continuous changes. For example, August 30 this year, the long bideline released by FAW Mazda, such as a public to withdraw from the market.Car brands are the lost markets in the changing market.
The shortage of chip is brought, but it has further aggravated the competition and shuffling of the market, so that the Matthew effect is more obvious. Therefore, there are many autonomous brands (non-short-on-chip portions, head-oriented) will usher in a strong development momentum to bring more consumers. But the emergence of this situation is bound to lead to the production of the second point, that is, consumers will have more examinations.
From the foreign brand port, it means that this consumer will compare the model in the process of using the car. If the brand’s own products are strong enough, naturally it can be suction powder, so that this consumers will seize, thereby expanding the advantage. But if your own products are not good enough, then this consumer will turn to Ge, and the brand will only accelerate death under the mouth.
Currently, China’s brand elevator is differentiated. In the field of passenger cars, the first echelon is a three major brands that have no controversial Geely, Chang’an and Great Wall. In July, the passenger car sales TOP 10 ranks, Geely and Changan double the top three, ranked second and third, with the first one of the first FAW-Volkswagen 100,000 unit sales, The gap is very small.
More gratifying is that the overall rise of the independent brand, such as Chery, BYD, Chuanqi, Red Flag and Roewe have a different level of sales rise. But with it is that in a sudden surprise, can they settle down more than the past?
The same problem also appeared on the new forces. In July, the ideal car delivering capacity reached 8,589, a year-on-year increase of 251.3 percentage; Xiaopeng car delivered 8040 vehicles, a year-on-year increase of 228 percentage; more than 7931 percentage, a year-on-year increase of 124.5 percentage. Behind the sales of sales, can the speed of research and development? Can the quality of the product guarantee? Is the service system perfect? Related issues can only give time to answer.
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When the world has entered a low-carbon development era, the potential of Europe and the United States has also been stimulated. Strictly emissions new regulations and government strong subsidies and tax preferential policies have made the European and American markets have become a new target cake for global car companies.
Therefore, self-primary brands may be difficult to achieve the world’s chase in the field of fuel trains, but we have this opportunity in the field of new energy. According to the data of the General Administration of Customs, from January to June this year, the main incremental increase in my country’s new energy vehicle exports is the European market, and the exports of European exports have increased by 56,000 units, Western Europe, Nordic, and Central Europe. .
Moreover, the car companies represented by the above-mentioned steam passenger and the like are accelerating the layout of the European market. Norway is the first stop that many car companies go out. As a single market with the highest level of new energy vehicles worldwide, Norwegian consumers are very recognized by new energy vehicles, including traditional manufacturers in Tesla, and Audi, there are layouts here.
But at the same time, we can also see the transformation of many cars, which is most obvious in Germany. From 2022 to 2030, Mercedes-Benz will invest more than 40 billion in pure electric models. BMW plans to launch 25 hybrid models and 12 pure electric vehicles in 2025.
Currently, most of the self-owned brands face the same problem, that is, the domestic market is unstable, and the foreign market is difficult to open. Unlike many foreign markets with absolute local advantages, independent brands have not only competed with many foreign-funded brands, but also robbed each other. At the same time, in terms of export, the number of independent brands has increased, but they are equally facing bottlenecks.
In June export data, Tesla China has a total of 24,300.The new energy export of the Shangqi passenger car is 4,407, and 781 new energy vehicles in BYD exported. The obvious gap in export data makes the independent brand cannot be pinned and hoped, and it is still necessary to fall back to the domestic market.
From the structure, the domestic new energy market is still the inclusion of polarization, and the sales growth of high and low-end models have grown, and the mid-range market has slowed slowly. It can therefore be foreseen that will have more car enterprises to enter the mid-range market in the new energy, and who can first pull first, perhaps, may eventually become the king.
Whether it is in the field of fuel trains or new energy vehicles, at least in the domestic market, we have seen independent brands overtaking Hope. Also accompanying the continuous innovation of technology and the increasing number of national confidence, the self-owned brand is bound to usher in new leap-forward development. The independent brand of the past, maybe I can really speak on a world-wide runway: “Hey, I am coming.”
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J (image source network, intrusion) 