New energy has a bad start? The reality is cruel but there is still hope

Australia is ravaged by wildfires, China is isolated by the new coronavirus, locust plagues are flooding India and Pakistan, and various ghost viruses have appeared around the world... January 2020 has encountered a violent start. The attack was once nicknamed the "Hell Beginning".

China Automobile Association's January new energy vehicle sales data

The sales data in January was -54.5, a halved start. For the new energy vehicle industry that has just started, Also encountered a wake-up call. To use a recent Internet buzzword to describe it - an accident made a family that was not already wealthy even worse.

The darkest moment is yet to come

According to data released by the China Automobile Association, sales of new energy passenger vehicles in January were 39,000 units, a year-on-year decrease of 54.5%. The four big words "unfavorable start" have been weighing heavily on new energy vehicles. ?

Overall, the large automobile market environment is not friendly. The overall sales volume of the automobile industry in January was 1.941 million vehicles, a year-on-year decrease of 18.0%. For new energy vehicles that have just emerged, they still need to be tempered before they can support the market alone.

Of course, due to the Spring Festival holiday, there are only 17 effective working days in January this year, 5 days less than in previous years. Therefore, the main reason for the decline in sales in January is the fewer effective working days. reason.

The new coronavirus epidemic will really start to affect the market from January 20. It was already close to the Spring Festival holiday, so the impact of the epidemic in January could be said to be very limited. The real critical damage has not yet appeared, and the next February and March will be an even more difficult time.

When the data is released, some are happy and some are sad?

After reading the market, let’s take a look at the current sales data released by various companies:

BYD’s January sales announcement

BAIC New Energy’s January sales were 2006 vehicles, a year-on-year decrease of 55.54;

BYD's cumulative pure electric sales in January were 5,144 vehicles, a year-on-year decrease of 68.28;

The overall delivery volume of the Weilai brand in January was 1,598 vehicles, a year-on-year decrease of 11.47;

GAC New Energy sold a total of 3,003 vehicles in January, a year-on-year increase of 53%;

Ola completed sales of 1,300 vehicles, a year-on-year decrease of 65.65%;

Xpeng 1 Monthly sales were 1,073 vehicles, a year-on-year increase of 79.1%.

As for other new energy brands, they didn’t say anything, so we won’t delve into them.

GAC New Energy Aion?S

Basically looking at the data of these companies, only Weilai, Xpeng and GAC New Energy can outperform the market. Among them, GAC New Energy's surge against the market is particularly eye-catching, with an increase of 53%. This has a lot to do with the popularity of Aion? S in the market. In January, it sold 2,363 units. As for Xiaopeng, it is also a very surprising data. After all, it is not easy to grow in such a big environment.

To add insult to injury

But there is still a glimmer of hope

While sales in January were cut in half, the market also laid several foreshadowings for new energy. The development behind the car may provide reference.

First of all, Tesla's stock price soared during the Chinese New Year, once approaching US$900, making it the world's second-largest car company after Toyota Motor, which is eye-catching. Affected by this, domestic new energy automobile stocks have also ushered in a wave of spring. Both the upstream CATL and the entire vehicle manufacturers have experienced a wave of rising prices.

From the popularity of the capital market, we can see that this industry has become the future direction that everyone recognizes. Although it is difficult now, the future must belong to new energy vehicles.

Maserati Ghibli

Secondly, there are frequent "small moves" by major car companies. First of all, Ferrari's pure electric supercar is about to be launched, Maserati will also launch a hybrid version of the Ghibli at this year's Beijing Auto Show, and the American version of the Volkswagen Passat will soon be replaced by the pure electric ID.5, etc.

The actions of these car companies are also indicating to people that the future belongs to new energy.

Of course, there is another small detail that deserves attention. In January, the sales of new energy vehicles in the United States exceeded that of manual transmission models. Although the current market share is still not high, it can be regarded as a milestone event for new energy vehicles! After all, the law of market replacement is that you retreat while others advance. If someone pushes back, new energy will naturally fill the gap.

Red Dot Observation: Starting from the second half of 2019 (July), the new energy vehicle market has experienced a significant decline in sales due to the sharp decline in subsidies. This negative impact has not dissipated until January 2020, and it has been hit by another round of the epidemic, which can be said to be even worse.

The hellish start to the new energy market in January may have frightened many people, and it also gave many conservatives a reason to attack new energy. However, Red Dot New Energy is still optimistic about the direction of the overall new energy market in 2020.

After all, it’s not the time to be sad yet! Cheer up and endure the first quarter to see the final victory!

This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.