The in-rolled smart electric cars, and nearly 80% of the new energy cars are “electric only, not smart”
The smart car sales query tool produced by Cheyun.com has been launched on the web page of Cheyun.com. In this query tool, you will be able to see the sales trend and penetration rate of smart cars of each brand and model, as well as the sales volume of smart configurations of each model and their regional distribution of sales, as well as private and the proportion of leased users.
In July this year, the auto market maintained a high growth momentum for two consecutive months. According to the number of insurance coverage, July sales rose 8.64% year-on-year to 1.81 million units, but fell year-on-year, with a drop of 7.29%.
The smart connected passenger cars (hereinafter referred to as “smart cars”) calculated by Cheyun are in line with the rhythm of the overall auto market – July sales increased by 103.05% year-on-year to 390,900 units, but decreased by 14.71% compared with June.
The seasonal decline in Tesla’s China sales is an important reason for the decrease of more than 60,000 smart cars in July compared to June. As the main force of smart cars, Tesla China sold only 8,933 units in July, down 88.44% from 77,262 units in June.
Due to the month-on-month decrease in sales, the penetration rate of smart cars also fluctuated in July. The monthly penetration rate was 21.6%, down 2 percentage points from June, but the overall trend was still upward.
Since the beginning of this year, the cumulative sales of smart cars have reached 2.2634 million units, a year-on-year increase of 63.48%, and the cumulative penetration rate has also exceeded 20% to 20.44%. However, compared with the cumulative sales of 2.545 million new energy vehicles in 2022, the development of smart vehicles is still slightly behind.
In terms of energy types, in July, the penetration rate of smart new energy vehicles was 42.82%, and the cumulative penetration rate was 43.13%; the penetration rate of smart fuel vehicles was 14.73%, and the cumulative penetration rate was 13.66%.
It is no wonder that at the 2022 World New Energy Vehicle Conference, Li Guoping, Director of Safety of the Ministry of Transport, emphasized in his speech that the policy will further support the development and application of new energy intelligent connected vehicles, but did not mention fuel-powered smart vehicles.
From the perspective of market development and policy trends, as the replacement of fuel vehicles by new energy vehicles accelerates, the fate of intelligent new energy vehicles and intelligent fuel vehicles will also move in the opposite direction.
Smart New Energy Vehicles: Volkswagen ID. Family Takes Second for the First Time
The sales volume of smart new energy vehicles in July was 189,500, accounting for 42.82% of the total sales of new energy vehicles. That is to say, nearly half of all new energy vehicles currently on sale are smart new energy vehicles.
In terms of brand performance, the most frustrated smart new energy brand in July was Tesla China. The brand sold less than 10,000 vehicles in July, a month-on-month drop of nearly 90%, and its ranking dropped from the top in June to the sixth.
However, the main reason for Tesla’s decline in domestic sales is not sluggish demand, but because production at the Shanghai factory has been interrupted for more than two weeks due to production line upgrades. And, as has been the norm, Tesla China typically exports more cars at the beginning of the quarter and focuses more on domestic sales at the end of the quarter. Following this rule, Tesla’s domestic sales will explode in August.
Due to the weak performance of Tesla in China, BYD once again won the honor of being the sales champion of smart new energy brands in July. The brand’s total sales of new energy vehicles in July were 139,100 units, of which 69,300 units of smart new energy vehicles were sold, accounting for 49.77%.
Since the beginning of this year, the cumulative sales volume of BYD’s new energy vehicles has reached 707,400 units, far ahead of other brands. Among them, the cumulative sales volume of smart new energy vehicles was 332,800 units, and the penetration rate was close to 50%, reaching 47.05%.
The ups and downs of Tesla’s sales in China and the continued outbreak of BYD have become the norm. To say that the smart new energy brand that performed the most in July was none other than the Volkswagen brand.
Its ID. family sold a total of 19,000 vehicles in July, an increase of 20.85% month-on-month and a year-on-year increase of 276.4%, both significantly ahead of the broader market. Thanks to the dazzling performance, the Volkswagen brand also won the runner-up honor for the sales of smart new energy brands in July, which is the brand’s best ranking since its listing.
Looking at the top ten brands, except for the Volkswagen brand, which is a traditional brand that still sells fuel vehicles, all other brands are all new power brands and new energy vehicle brands. It can be seen that in the era of smart electric vehicles, traditional brands have gradually declined.
In terms of model performance, BYD Han once again became the single-month smart new energy vehicle sales champion. Its July sales were 25,184, all of which were smart new energy vehicles, but fell 5.49% month-on-month, but rose 199.6% year-on-year.
It is worth mentioning that among the top ten new energy vehicles, BYD’s models occupy 4 seats and take the top two. It can be seen that BYD is not only far ahead in the new energy vehicle market, but also continues its leading edge in the field of smart new energy vehicles.
Among all 103 smart new energy vehicles on the list, 66 models are sold as 100% smart new energy vehicles, that is, they all come standard with L2-level assisted driving functions and OTA upgrade functions.
The proportion of this model accounts for 64.08% of all smart new energy vehicles on the list, while the remaining 35.92% of smart new energy vehicles are only equipped with intelligent functions in some models, and are not standard or optional for all models.
According to the number of insurance coverages, there are currently as many as 300 new energy vehicles on the market, of which 34.33% can be called smart new energy vehicles. The proportion of new energy vehicles is even lower, only 22%.
We often think of “smart electric” as one, but in fact, nearly 80% of new energy vehicles are “electric only, not intelligent”.
Intelligent fuel vehicles: 100% of intelligent models do not exceed 5%.
The sales volume of smart fuel vehicles in July was 201,400, accounting for 14.73% of all fuel vehicle sales. Although it is still a very low penetration rate, it has improved a lot from the penetration rate of around 10% at the beginning of the year.
In terms of brands, Mercedes-Benz once again became the monthly sales champion of smart new energy vehicles. Its total sales volume of fuel vehicles in July was 68,600 units, of which the sales volume of smart fuel vehicles was 28,800 units, with a penetration rate of 42.01%.
BMW came in second, with a cumulative sales of 59,700 fuel vehicles in July, of which 26,900 smart fuel vehicles were sold, with a penetration rate of 44.96%.
Toyota continued to rank third, with 170,000 gasoline vehicle sales in July, but only 22,400 smart gasoline vehicles, with a penetration rate of only 13.16%, only better than Honda in the top ten.
Among the top ten brands, 2 seats are occupied by luxury brands, 3 seats are occupied by joint venture brands represented by Toyota, and 5 seats are occupied by independent brands, namely Geely, Haval, Tank, Changan and Trumpchi.
The sales pattern distribution of smart fuel brands is quite similar to that of the entire fuel vehicle market—both independent brands, joint venture brands, and luxury brands, all perform evenly, unlike smart new energy brands that show strong new brands, The characteristics of traditional brands are declining.
The pattern distribution of the traditional fuel vehicle market continues, which means that the performance of smart fuel vehicles is not so brilliant.
According to the incomplete statistics of Cheyun, among the 41 brands that sell smart fuel vehicles, only 2 brands sell 100% smart fuel vehicles, one is the tank brand, and the other is the Czech brand that has just entered the Chinese market. Niseth.
Among the 158 smart fuel vehicles on the list, only 30 models have standard or optional intelligent functions, accounting for 18.99%, while all 650 models (according to the number of insurance coverage) are selling fuel vehicles Among them, the proportion is only 4.62%.
That is to say, currently only 4.62% of fuel vehicles on the market are equipped with L2-level assisted driving functions as standard or optional, and all systems support OTA. The remaining more than 95% of gasoline vehicles, most of which are not related to smart cars.
In the era of intelligent announcements flying all over the sky, there are actually very few real smart fuel vehicles that consumers can touch.
Comments