It is worth mentioning that on the evening of the 3rd, the data of the passenger car Association showed that the average daily retail sales of passenger car market in November was 62000, up 5% year on year and 3% month on month compared with October. In November, the sales volume of Weilai, Xiaopeng and ideal automobile, three leading companies of new automobile manufacturing force, reached a record high.
Sales of new energy vehicles increase
On the evening of December 3, BYD announced that it sold 53943 cars in November, compared with 41295 in the same period last year. Among them, 26690 new energy vehicles were sold in November, compared with 11220 in the same period of last year, a year-on-year increase of 137.9%. However, this years cumulative sales of new energy vehicles reached 160848, a year-on-year decrease of 25.67%.
In addition, the total installed capacity of power battery and energy storage battery of new energy vehicles in November 2020 is about 1.940gwh, and the total installed capacity this year is about 10.531gwh. As of todays closing, BYD rose 0.79% to 171.09 yuan with a turnover of 6.551 billion yuan, and its latest market value was as high as 466.8 billion yuan. As of September 30, the number of A-share shareholders of BYD reached 136200, an increase of nearly 30000 on a month on month basis.
In fact, BYD is the leader in the A-share auto sector, and its share price has risen by more than 80% in the past three months. And the sharp rise in the share price also makes the institutions pay close attention to BYD.
According to the securities times, wind data showed that a total of 90 companies were surveyed in five trading days last week. According to the total number of surveys, BYD was ranked first in four surveys. The institutions are generally concerned about the current sales situation of BYDs new energy vehicle Han, the technical advantages of blade battery and the development of BYD semiconductor business. Specifically, BYD disclosed in the research report that Han had always attracted the attention of the whole market before it was launched, and was highly praised after its listing, and its sales volume increased month by month. At present, the cumulative sales volume has exceeded 10000 units.
In addition, the sales volume of new automobile manufacturing forces such as Weilai, Xiaopeng and ideal automobile in November also came out, and Qiqi reached a record high.
Weilai automobile: a total of 5291 new cars were delivered in November, exceeding 5000 after October, setting a new record of brand monthly delivery for the fourth consecutive month, and doubling year-on-year for the eighth consecutive month since April this year.
Ideal car: the ideal one delivered 4646 vehicles in November, up 25.8% month on month, setting a record for monthly delivery. From January to November 2020, ideal one has delivered 26498 vehicles in total. In November, the ideal one monthly output exceeded 5000 vehicles, and the new orders exceeded the output of the month.
Wuling Hongguang: the cumulative sales volume of miniev reached 33094 vehicles in January, with the highest sales volume exceeding 2000 vehicles per day. Up to now, miniev1 has become the only vehicle with a monthly sales volume of more than 30000 in the domestic new energy market this year. Hongguang miniev has been the top seller of domestic new energy retail list for two consecutive months, including 14495 in September and 20631 in October.
SAIC GM Wuling: in November, the overall sales volume reached 194693 units, a year-on-year increase of 22%. This is also SAIC-GM Wuling has achieved double growth on the same month for eight consecutive months since this year. Among them, the sales volume of Wuling brand reached 142421, with a year-on-year increase of 42%; the sales volume of xinbaojun brand reached 15430, with an increase of 6% year-on-year; the overall sales volume of new energy products reached 36070, with a month on month increase of 21%.
FAW: the sales volume of Hongqi in November exceeded 25000 units, with a year-on-year increase of 100%; the cumulative sales volume of Hongqi has exceeded 178000 units, with a year-on-year increase of 102%.
Weima automobile: the sales volume of Weima automobile in November was 3018, with a year-on-year increase of 174.6%, realizing the nine consecutive increase month on month. From January to November 2020, the cumulative sales volume of Weima Ex5 is nearly 20000, with an increase of nearly 30% compared with the same period last year.
Fierce competition in the field of electric vehicles between China, the United States and Europe
Japans Asahi Shimbun published a report entitled fierce competition between the United States and China in the field of EV on December 1, according to a report published by Japans Asahi Shimbun on December 1, that the proportion of EV in the worlds new car sales will rise from about 3% now to nearly 60% in 2040. China, the worlds largest auto market, plays a leading role. It is not easy for China to catch up with the leading us and Japan. Obviously, Chinas intention is to accelerate the transformation to EV through policies, seize the world market with price competitiveness, and become a game changer. The excerpts are as follows:
Dozens of green licensed taxis are waiting for guests at Futian station in Shenzhen, Guangdong Province. Green license plate is a special license plate for EV and other new energy vehicles.
About 16000 buses and 20000 taxis in Shenzhen have been replaced by EV and other new energy vehicles.
The Chinese government has given subsidies to promote the transition to new energy vehicles. For example, when consumers buy a Tesla Model 3 in China, the government will not only provide a subsidy of 19800 yuan, but also reduce the purchase tax of 22000 yuan. Therefore, the purchase price in the sales shop is 250000 yuan (about 3.75 million yen), which is more than 1 million yen cheaper than the price in Japan.
From the current situation, the proportion of new energy vehicles in the sales of new cars is about 5%. The high-income people who dont care about the blue license plate fees and fuel costs are more likely to buy advanced gasoline vehicles. On the other hand, Chinese manufacturers have introduced low and medium price EVs one after another. The electricity charge is lower than that of gasoline. More and more people choose ev.
China announced in September that it would strive for carbon neutrality by 2060. According to Peng Bo new energy finance, the proportion of EV in the worlds new car sales will rise from about 3% now to nearly 60% in 2040. China, the worlds largest auto market, plays a leading role. It is not easy for China to catch up with the United States and Japan, which are in the forefront. Obviously, Chinas intention is to accelerate the transformation to EV through policies, seize the world market with price competitiveness, and become a game changer. Hybrid electric vehicles (HV) are the main environmental vehicles in Japan, but the progress of EV is slow. In 2019, the sales volume of new cars will be about 5 million, including about 20000 ev (accounting for 0.4%) and HV accounting for about 30%. The Ministry of economy, industry and industry has set the goal of increasing EVs share of new car sales to 30% by 2030, but the road is far away. Daily economic news comprehensive securities times, Xinhuanet source: Daily Economic News responsible editor: Yang Bin_ NF4368
China announced in September that it would strive for carbon neutrality by 2060. According to Peng Bo new energy finance, the proportion of EV in the worlds new car sales will rise from about 3% now to nearly 60% in 2040. China, the worlds largest auto market, plays a leading role.
Hybrid electric vehicles (HV) are the main environmental vehicles in Japan, but the progress of EV is slow. In 2019, the sales volume of new cars will be about 5 million, including about 20000 ev (accounting for 0.4%) and HV accounting for about 30%. The Ministry of economy, industry and industry has set the goal of increasing EVs share of new car sales to 30% by 2030, but the road is far away.