In the first three quarters, BEV insurance coverage exceeded 470,000 vehicles: Tesla BYD is fierce, and independence is still the main force.

Affected by the COVID-19 epidemic, the pure electric vehicle market in China was depressed at the beginning of this year. With the epidemic under control, the market is gradually warming up, and the delivery of pure electric vehicles is also increasing month by month.

In September this year, the insured amount of pure electric passenger cars in China reached 94,079, which was close to the 65,438+10,000 mark, an increase of 24. 1% from the previous month, once again setting a new record for the single-month insured amount of pure electric passenger cars this year.

In September, although the insurance coverage of domestic Tesla declined slightly, the insurance coverage of independent, joint-venture and imported pure electric passenger cars increased, especially the self-owned brands increased by 28.7% month-on-month, which remained the main force in the whole new energy vehicle market.

In the first three quarters of this year, the number of pure electric passenger cars in China reached 477 129, including 80,278 in the first quarter, 53,788 in the second quarter and 243,063 in the third quarter.

As shown in the above figure, since the second quarter, independent brands, joint venture brands and domestic Tesla have all grown rapidly, but in the third quarter, only independent brands maintained a rapid growth momentum, and the growth rate of joint venture brands and domestic Tesla slowed down.

Judging from the current situation, it is expected that the insurance amount of pure electric passenger cars will continue to grow in the fourth quarter, but the growth space of joint venture brands and domestic Tesla is limited, and the performance of the whole market depends on independent brands.

Tesla: Riding on the dust.

In the first three quarters of this year, a total of 13 brands of pure electric passenger cars were insured for more than 10000 vehicles, and Tesla still rode the dust. In the first three quarters, the insured amount reached 86,766 vehicles, accounting for 18.2% of the total insured amount of pure electric passenger cars. In other words, for every five pure electric passenger cars sold in China, one is Tesla.

Tesla's popularity this year mainly depends on domestic models? 3。 In the first three quarters, domestic models? The insured amount reached 80,385 vehicles, accounting for 92.6% of Tesla's total insured amount.

Judging from the popularity of Tesla in China at present, although its erratic price has caused complaints, it has not greatly affected its sales. It is estimated that Tesla will deliver more than 6,543,800 vehicles in China this year, which should not be a problem and can even hit the target of 6,543,800 vehicles.

BYD: Still the boss of its own brand.

Followed by Tesla is BYD. In the first three quarters of this year, the number of pure electric passenger cars was 552 19. Considering that BYD is a pure electric and plug-in hybrid two-wire operation, and the epidemic situation at the beginning of the year has a great impact on BYD, which supplies its own batteries, BYD's current performance is still worthy of recognition.

Not surprisingly, from the current sales volume of BYD, BYD will be the champion of the delivery volume of pure electric passenger cars of its own brand in 2020. However, even for plug-in models, there is still a big gap between BYD's new energy vehicles and Tesla this year.

GAC New Energy: Outstanding Performance of Eternal Family

In the first three quarters, GAC New Energy pure electric passenger cars ranked third in terms of insurance coverage, which was the best achievement since the company entered the new energy vehicle market. I have to say, Aion? The S model is really successful and has become the best model among compact pure electric vehicles.

Judging from the current development of GAC New Energy, several products of Aion family can basically stay in the forefront of the market in terms of sales volume, but it remains to be seen whether Aion family can shoulder the high-end strategy of GAC New Energy.

At present, Beiqi New Energy has launched the ARCFOX brand, Dongfeng Motor has also launched the Lan Tu brand, and SAIC is planning the "L" project, which all point to the high-end pure electric vehicle market. Does GAC New Energy need to build a new high-end brand? It should also be put on the agenda.

Miniature electric car: Wuling fierce

Baojun and Wuling, which are behind GAC New Energy, and then the main products of Euler and Chery are micro electric vehicles. The gathering of many brands in this market segment also shows that micro-electric vehicles still occupy a very important position in pure electric passenger cars.

Among them, Wuling really started mass delivery for only 4 months, ranking fifth in terms of insurance coverage. In September, its insurance coverage even exceeded that of domestic models? There is great potential in the future. Euler's recent insurance coverage has also been greatly improved, and its fourth model, Euler Good Cat, will be listed soon. Wuling and Euler are expected to perform better in the fourth quarter.

Traditional car companies: Beiqi New Energy fell from the altar.

As representatives of traditional car companies, the number of pure electric passenger cars of BAIC New Energy and Geely New Energy in the first three quarters also exceeded 6,543,800+100,000. Among them, as the absolute king of the pure electric vehicle market, BAIC New Energy's performance this year is relatively bleak, with only 26,699 vehicles insured in the first three quarters. This year's epidemic has seriously affected the company's main B-end market, which eventually led to the collapse of its pure electric vehicle sales.

BAIC New Energy should change its strategy as soon as possible and shift its focus to the C-end market to pave the way for its re-emergence in the future. Since Geely New Energy entered the new energy vehicle market, its performance is quite satisfactory, neither leading nor lagging behind. However, its latest geometric C model has a relatively high neutral price at the same level, plus Emgrand Pro, which is about to be introduced into the B-end market? EV, I believe it can help Geely New Energy by going up one flight of stairs.

Start-up: Weimar is behind.

Among the start-ups, sales of Weilai, Tucki and Weimar all exceeded 654.38+00000 vehicles in the first three quarters. Among them, Weilai is still the leader, with the number of vehicles reaching 263 18 in the first three quarters, and the number of vehicles has continued to increase in recent months, reaching nearly 5,000 in September. With the introduction of more flexible battery leasing scheme, it is expected that the number of insured vehicles will continue to increase in the fourth quarter, and the number of insured vehicles in a single month is expected to exceed 5,000.

In recent months, Xpeng Motors has completed the transformation from low-end G3 to high-end P7. Recently, P7 also ushered in 65,438 438+ 10/00000 vehicles, which is still on the rise.

Weimar, as a big three, has encountered a bottleneck at present, and the monthly insurance coverage has never exceeded 2,000 this year, which is similar to the two cars on sale. Weimar needs to change its product strategy as soon as possible, launch more differentiated models and open up new market segments.

Joint venture brand: Volkswagen leads.

In the joint venture brand camp, only Volkswagen purchased more than 6,543,800 pure electric vehicles in the first three quarters, and part of its insurance was brought by imported Volkswagen. At present, the main product of Volkswagen's new energy vehicles in China is plug-in hybrid vehicles, and it is difficult for pure electric vehicles based on the original fuel vehicle platform to become the main product.

However, Volkswagen will soon launch a brand-new pure electric vehicle based on MEB platform. The first meeting will be ID.4 This car will be launched in China starting with 1 1, and its direct competitor is Tesla. 3. If ID.4 can be compared with Model? With the brand foundation and reputation accumulated by Volkswagen in China for many years, it may become a dark horse in the pure electric vehicle market in China.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.