如今什么行业最火?答案一定是造车新势力。从每年涌入汽车行业的企业就可以看出来,造车是一个非常火爆的行业。
2021年,蔚小理三强继月销破万后,全年累计销量开始逼近10万辆大关;二梯队造车成员也紧追不舍,哪吒汽车持续破万,零跑创单月销量新高,威马刷新季度销量等,造车新势力的表现可以说是可圈可点。
不仅如此,回看2021,百度、华为、小米、腾讯等科技车企都要造车了,还有轻橙时代、牛创、宾理、盒子等,也开始争相涌入新势力造车赛道。可见,国家对新能源汽车产业发展的支持,给造车新势力绝佳的发展机会,也正是因为如此,一波又一波企业涌入造车赛道。
当然,传统车企并没有在新能源汽车行业掉队,但比起造燃油车,传统车企在新能源领域的发挥似乎并不好,或许是船大不好掉头,亦或是发展的步伐有些缓慢。然而,传统车企并没有停滞不前,而是充分发挥自身优势,与造车新势力一起推动国内新能源汽车的发展。
新老势力之间的较量再升级2021年是新能源汽车大爆发的一年,乘联会数据显示,新能源汽车2021年全年累计销量352.1万辆,增长157.5%,其中新能源乘用车零售298.9万辆,同比增长169.1%。
不可否认,销量无论何时都是衡量市场生存的标尺,不管是传统车企还是造车新势力,保持不错的销量才是屹立不破的硬道理。
造车新势力们在2021年也取得了不错的成绩,小鹏、蔚来、理想依然稳居前三,并且年度交付已经超过了9万辆,而处于第二阵营的哪吒、威马、零跑也实现了同比猛增,其中气焰最盛的哪吒在年销量上已经突破了6万辆。
虽然造车新势力的发展势头迅猛,但是就市场体量而言,几家造车新势力交付新车总和也打不过一个比亚迪。数据显示,比亚迪汽车在2021年新能源汽车的销量接近60万辆,超过几家总和10万辆还多,要知道目前造车新势力年交付还没有一家达到10万辆。
其实这就是传统车企和造车新势力之间的区别,传统车企销量破10万辆并不是难事,比如长城、上汽等传统车企2021年新能源汽车销量都迈入了10万辆开外,就连独立不久的广汽埃安的年销量也达到了12万辆。
从市场份额来看,造车新势力累计销量仅占新能源汽车市场总比重的十几个百分点,从这一点来看,征战市场多年的传统车企还是拥有绝对的优势,尤其是产品推进、生产线、渠道等方面要比造车新势力更健全。
当然造车新势力也不是完全没有优势,在争议中长大的他们一直都在努力向前。目前中国汽车产业已经相对成熟,新能源汽车并不像传统燃油车那样复杂,车企只需要做一个整车集成商就可以了。就像造车新势力可以寻找国内汽车生产厂家,不管是供应链还是代工生产,这条产业链已经很成熟了。
另外,燃油时代传统车企在核心技术方面的缺失并没有影响到新能源汽车行业,在燃油车向新能源汽车转型中,中国品牌的智能汽车比国外传统汽车品牌更有优势,甚至在自动驾驶方面表现出差异化优势,从追随者变为了探索者的角色。
此外,造车新势力积累的口碑和所做的服务都是他们的核心优势。就拿蔚来汽车来说,一直以用户企业为目标,在用户运营方面做的确实要比传统车企更到位,其实这也从侧面督促传统车企加强用户服务方面的意识,对服务是一种促进作用。
从产品口碑来看,不少造车新势力推出的车型有着高配低价的口碑,而这也成为竞争的有力砝码。就比如威马汽车前期推出的产品,不论是价格、配置、智能、续航等方面的表现在业内竞争力都很强,如果造车新势力继续发挥这种优势,再加上现有的智能网络相互联动技术的加持,竞争力确实不容小觑。
从新能源造车领域兴起时,唱衰传统车企,迎合造车新势力的声音就一直没断过,但是比起年轻气盛的造车新势力来说,虽然传统车企慢了半拍,重心仍然放在燃油车上,可一旦时机成熟,传统车企“心无旁骛”时,新势力的最大焦虑才会显现出来。
众多新车云集,与传统车企一较高下造车新势力的发展势头越来越猛,此前推出的不少新车都可以算得上爆款车型,比如理想ONE、蔚来ES6(配置|询价)、小鹏P7等,而在新的一年,造车新势力仍然在产品方面继续发力,推出更多新车,看来造车新势力要向市场发起猛攻了,这不得不让传统车企感到焦虑,面临的压力不小。下面的这几款造车新势力推出的车型相信很多人都关注已久了,也成为最受期待的造车新势力新车。
首先,我们从蔚来的新车说起,最值得关注的就是ET7和ET5这两款车了。在蔚来NIO Day 2021现场上,蔚来第二款纯电轿车ET5正式亮相。这款车的设计风格依然是家族式设计,看上去很有未来科技感,整体给人的感觉是很舒服,也很前卫。
这款车最重要的卖点是搭载了蔚来新一代电驱系统,0-100km/h加速时间仅需4.3秒,相信这样的百公里加速度对于年轻人来说有着很强的吸引力。另外配置方面也非常先进,采用了高通第三代数字座舱平台,配备10.2英寸HDR数字仪表、12.8英寸AMOLED中控屏以及5G移动互联等配置,科技感确实没话说。再加上并不算太高的预售价,这款车应该会成为年轻人的新宠,预计9月份正式交付。
而蔚来ET7(配置|询价)可以说是蔚来的电动旗舰轿车,最高续航里程或达到1000公里,3月末正式交付。这款车是蔚来的旗舰车型,所以各方面的地位也要更高,外观设计上透露着较强的科技感和高级感,整体氛围营造得十分到位。
ET7在算力方面的表现也很超前,该车搭载了四颗来自NVIDIA的Orin芯片,拥有超高带宽图像接口,ISP每秒可处理64亿像素,总算力高达1016 TOPS,已经超过了特斯拉。
总的来看,ET7不但在续航里程方面占有优势,而且在智能化方面有着超强的表现,目前市面上很少会有同级对手,看来蔚来汽车确实已经开始拿出杀手锏了,开始奋力一搏了。
接下来聊聊理想推出的新车,凭借一款理想ONE单打独斗多年的理想汽车终于要在今年推出第二款量产车型了。
据了解,理想X01将会继续采用增程式动力,目前只有这款车的谍照,这款车看上去更像一款纯电动汽车的设计。
新车将会基于第二代增程平台进行打造,1.5T四缸米勒循环增程器预计将会出现在新车之上。另外,这款新车或将拥有800公里左右的综合续航表现。如此看来,在理想眼里,增程式动力目前仍是比纯电动更适合的动力方案。
小鹏汽车推出的全新智能纯电旗舰SUV小鹏G9,也是小鹏品牌的旗舰产品,广州车展首发后也引起了不小的关注。小鹏G9采用了领先行业一代的X-EEA 3.0电子电气架构,同时它还是国内首款基于800V碳化硅平台的量产车。而且从目前已公布的产品表现来看,这款新车是要和蔚来ES6、理想ONE一较高下的。
目前小鹏G9还有很多消息没有公开,不过从我们了解的信息可以看出,这款车最大的看点是XPILOT4.0智能辅助驾驶系统和800V高压电驱系统。小鹏G9采用的是最新的X-EEA 3.0架构,它的核心是中央超算+区域控制的硬件架构,采用千兆以太通讯速度的可拓展自动驾驶域控制器、800万像素前视双目摄像头、两颗英伟达Orin-X自动驾驶芯片,智能化方面表现更先进。
而800V高压SiC平台最直接的感受就是补能快,因为目前不少纯电动车型的续航里程都在向800公里以上,充电时间也会相应变长。针对补能环节,小鹏推出了800伏高压碳化硅电驱系统和480kW超充桩,官方给出的G9充电速度是充电5分钟,续航200公里。看来,小鹏这是要“放大招”了。
说完了造车新势力第一梯队成员选手带来的新品,咱们再来看看第二梯队。作为第二梯队爆发力最强的哪吒汽车,将会在2022年底带来哪吒S车型,说实话这款车要比哪吒其他车型看起来更有未来科技感。
就从凌厉的造型来看就很犀利,再加上分体式头灯更吸睛。定位中型电动轿跑的哪吒S基于全新自主研发的整车智能架构平台打造而来,将应用可实现200T高计算能力的华为MDC计算平台,并能在及停车、远程呼叫等部分场景下实现L4级智能驾驶。可以说,哪吒虽然是后起之秀,但是看来也想在中高端市场有所作为,整体实力不容小觑。
大家都说威马自从2021年就开始掉队了,不过显然威马是不同意这种说法的。2021年广州车展期间,威马汽车就推出了“大师系列”的首款产品M7,而这款车预计也会在2022年正式与大家见面了。
暂时不提这款车的设计有多超前,毕竟目前造车新势力推出的新车在设计方面都很前卫,未来感一个比一个更强。威马M7最值得关注的是搭载了3颗自主变焦高精超视激光雷达,能够根据不同智能驾驶场景对环境感知的不同侧重,任意改变横向和纵向扫描速度,实现动态调节帧率和分辨率;还配备了NVIDIA DRIV Orin-X自动驾驶芯片,最大算力高达1016TOPS。
另外,搭载了威马第三代Living Motion三电动能系统的威马M7,可将百公里电耗控制在14kWh/100km以内,算是一个不错的水平。可以说,就目前的产品信息来看,威马M7应该是威马重新站起来的有力筹码了。
当然,造车新势力推出的新车远不止这些,还有更多有竞争力的新车面世,这也加剧了新能源汽车市场的竞争,各家的厮杀也会再升级,这无疑对传统车企带来不小的压力。不过有压力是好事,也会推动整个汽车行业继续向前发展。
2022新能源市场风云变幻我们可以看到,新能源汽车的普及速度很快。在刚刚过去的2021年,新能源汽车总销量达到了352.1万辆,同比增长近160%。在销量强势增长的同时,新能源汽车渗透率也不断提升,2021年12月新能源车零售渗透率达22.6%,1-12月新能源车渗透率为14.8%。
从市场渗透率来看,2019年是4.7%,2020年是5.8%,2021年直接翻了一倍还多,接近15%,2021年的确速度很快,如果按照这个速度继续下去,2022年有望提前实现预测到2025年实现20%渗透率的目标。
2022年,新能源汽车的规模还会大幅度增长,有机构预测国内新能源汽车销量将超过500万辆,同比增长47%。市场红利逐渐释放,这也是行业如此抢手的原因。
在政策利好的前提下,即便经历了疫情停产、缺芯、缺电等不利因素,2021年“蔚小理”的表现依然可以用乘风破浪来形容。伴随着诸多重磅新车的亮相,2022年,“蔚小理”此前安稳发育的默契势必将被打破,进入对手腹地展开厮杀。未来的座次、格局,可能就将在这一年见分晓。传统车企自然也不能忽视,新品牌扎堆,新车型轮番量产交付,2022年新能源行业将会是一片红海,不过在风光背后,行业依然有不容忽视的问题。
威马汽车创始人沈晖认为,“2022年会有很多造车新势力销量陆续突破10万辆,这些新能源车企不仅仅是竞争者,也是同盟军,同时也说明,2022年是中国汽车行业换道超车的良机。”
正如沈晖所言,2022年新能源汽车市场或许会发生一些变数,比如在生态圈、技术、产品矩阵等方面会有新的格局,而过去单一车企的时代已经远去。
汽车生态圈是汽车行业比较热门的概念,纵观各大整车企业的战略规划,都会提到如何打造汽车生态。而新能源汽车的生态圈涵盖了生产制造领域、消费领域和消费者的生活领域,是三大圈层的统称。如今的汽车行业汇聚了传统车企、造车新势力、跨界进入者等众多参与者,一个全新的竞争格局正在形成。
在生态层面,传统车企可谓是下了大功夫。除了自研,开放合作、跨界融合是构建汽车生态必不可少的路径。在电动化与智能化飞速发展的大趋势下,市场与技术的力量正推动产业边界重构,当前汽车行业的边界已经远远被突破了,同时也推动着汽车企业拓展新的朋友圈,重塑产业生态,同时整零关系也将被重新构建。
比亚迪在2017年就提出通过优势资源的整合、互换和重新组装,覆盖新能源汽车用户的日常生活场景的生态理想。之后长安汽车携手华为、宁德时代等企业共同打造智能电动网联汽车平台CHN后,长城也在2021年6月正式成立了携手百余合作方打造的咖啡智能生态联盟。而造车新势力们也常把生态二字挂在嘴边,在践行过程中还要一个从量变到质变的积累过程。
虽然在新能源汽车这个赛道上已经很拥挤了,但是仍然有不少新的玩家入局。2021年尚有小米、百度、360等巨头官宣跨界造车,轻橙时代、自游家等新造车品牌也赶在年尾来临前挤进了市场,在市场由增量转向存量的节骨眼上,新能源汽车的羹是越来越难分了。
传统车企中的岚图、埃安,还要去年发布的阿维塔、极氪等独立品牌,也是车企求变的最好印证,对于新势力的反击之战已经箭在弦上。2022年,各位玩家已经准备就绪,且看传统车企与造车新势力展开新一轮的较量。
Which industry is the hottest right now? The answer must be a new force in car building. It can be seen from the companies that pour into the auto industry every year, car manufacturing is a very popular industry.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
In 2021, Wei Xiaolis top three sales have exceeded 10,000 units per month, and the cumulative sales for the year will begin to approach the 100,000 mark; members of the second-tier carmakers are also chasing after them. With new high sales and WM Motors refreshed quarterly sales, the performance of the new car-making forces can be said to be remarkable.
Not only that, but looking back at 2021, Baidu, Huawei, Xiaomi, Tencent and other high-tech car companies will build cars, as well as Qingcheng Times, Niu Chuang, Binli, Box, etc., and they have also begun to rush into the new forces to build cars. road. It can be seen that the states support for the development of the new energy automobile industry has provided an excellent opportunity for the development of new car manufacturers.
Of course, traditional car companies have not fallen behind in the new energy vehicle industry, but compared to building fuel vehicles, traditional car companies do not seem to be doing well in the field of new energy. slow. However, traditional car companies have not stagnated, but have given full play to their own advantages to promote the development of domestic new energy vehicles together with new car manufacturers.
The contest between the old and new forces is escalating again
2021 is the year of the explosion of new energy vehicles. According to the data of the Passenger Federation, the cumulative sales of new energy vehicles in 2021 will be 3.521 million units, an increase of 157.5%, of which 2.989 million new energy passenger vehicles will be retailed, a year-on-year increase of 169.1%. .
It is undeniable that sales are always the yardstick for measuring market survival. Whether it is a traditional car company or a new force in car manufacturing, maintaining good sales is the last word.
The new car-making forces have also achieved good results in 2021. Xiaopeng, Weilai, and Ideal are still firmly in the top three, and the annual delivery has exceeded 90,000 vehicles, while Nezha, Weimar, Leaprun also achieved a year-on-year surge, and the most arrogant Nezha has exceeded 60,000 units in annual sales.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
Although the new car-making forces are developing rapidly, in terms of market volume, the sum of the new cars delivered by several new car-making forces cannot beat BYD. According to the data, BYD Auto will sell nearly 600,000 new energy vehicles in 2021, more than 100,000 vehicles combined.
In fact, this is the difference between traditional car companies and new car manufacturers. It is not difficult for traditional car companies to sell more than 100,000 vehicles. For example, traditional car companies such as Great Wall and SAIC will sell more than 100,000 new energy vehicles in 2021. , Even the annual sales volume of GAC Aian, which was soon independent, reached 120,000 vehicles.
From the perspective of market share, the cumulative sales of new car-making forces only account for a dozen percentage points of the total proportion of the new energy vehicle market. From this point of view, traditional car companies that have been in the market for many years still have absolute advantages, especially product promotion, Production lines, channels and other aspects are more complete than the new car-making forces.
Of course, the new car-making forces are not completely without advantages. They grew up in the controversy and have been working hard to move forward. At present, Chinas auto industry is relatively mature, and new energy vehicles are not as complicated as traditional fuel vehicles. Car companies only need to be a vehicle integrator. Just like new car-making forces can look for domestic car manufacturers, whether it is supply chain or OEM production, this industry chain is already very mature.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
In addition, the lack of core technologies of traditional car companies in the fuel era has not affected the new energy vehicle industry. In the transition from fuel vehicles to new energy vehicles, Chinese brands of smart cars have more advantages than traditional foreign car brands, even in autonomous driving. In terms of aspects, it has shown a differentiated advantage, changing from a follower to an explorer role.
In addition, the reputation and services accumulated by the new car-making forces are their core advantages. Taking NIO as an example, it has always aimed at user enterprises, and it is indeed more in place in terms of user operations than traditional car companies. In fact, this also urges traditional car companies to strengthen their awareness of user services from the side. kind of promotion.
From the point of view of product reputation, the models launched by many new car manufacturers have the reputation of high matching and low price, and this has also become a powerful weight for competition. For example, the products launched by WM Motor in the early stage are very competitive in the industry in terms of price, configuration, intelligence, battery life, etc. If the new car-making forces continue to exert this advantage, coupled with the existing intelligent network With the blessing of mutual linkage technology, the competitiveness cannot be underestimated.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
Since the rise of the new energy vehicle manufacturing field, the voices of singling down the traditional car companies and catering to the new car-making forces have never stopped, but compared with the young and vigorous new car-making forces, although the traditional car companies are half a beat slower, The focus is still on fuel vehicles, but when the time is right and traditional car companies have nothing else to do, the biggest anxiety of the new forces will appear.
Many new cars gather to compete with traditional car companies
The development momentum of new car-making forces is getting stronger and stronger. Many new cars launched before can be regarded as popular models, such as Ideal ONE, Weilai ES6 (configuration|inquiry), Xiaopeng P7, etc., and in the new one. In 2018, the new car-making forces continued to make efforts in terms of products and launched more new cars. It seems that the new car-making forces are about to launch a fierce attack on the market. This has to make traditional car companies feel anxious and face a lot of pressure. The following models launched by the new car-making forces believe that many people have been paying attention to them for a long time, and they have also become the most anticipated new car-making new forces.
First of all, lets start with NIOs new cars. The most noteworthy ones are the ET7 and ET5. On NIO Day 2021, NIOs second pure electric sedan, the ET5, was officially unveiled. The design style of this car is still a family-style design, which looks very futuristic and technological, and the overall feeling is very comfortable and avant-garde.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
The most important selling point of this car is that it is equipped with NIOs new-generation electric drive system. The 0-100km/h acceleration time takes only 4.3 seconds. I believe that such a 100-kilometer acceleration is very attractive to young people. In addition, the configuration is also very advanced. It adopts Qualcomms third-generation digital cockpit platform, equipped with 10.2-inch HDR digital instrumentation, 12.8-inch AMOLED central control screen and 5G mobile Internet. Coupled with the not too high pre-sale price, this car should become the new favorite of young people, and it is expected to be officially delivered in September.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
The NIO ET7 (configuration|inquiry) can be said to be NIOs electric flagship sedan, with a maximum cruising range of 1,000 kilometers. It will be officially delivered at the end of March. This car is NIOs flagship model, so it has a higher status in all aspects. The exterior design reveals a strong sense of technology and high-end, and the overall atmosphere is well created.
The performance of ET7 is also very advanced in terms of computing power. The car is equipped with four Orin chips from NVIDIA, with ultra-high bandwidth image interface, ISP can process 6.4 billion pixels per second, and the total computing power is as high as 1016 TOPS, which has surpassed Tesla. pull.
In general, ET7 not only has an advantage in terms of cruising range, but also has a super performance in intelligence. At present, there are few competitors of the same level on the market. It seems that NIO has indeed begun to come up with its killer skills. Struggled.
Next, lets talk about the new car launched by Lili. With Lili ONE, which has been alone for many years, Lili will finally launch its second mass-produced model this year.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
It is understood that the ideal X01 will continue to use extended-range power. At present, there are only spy photos of this car. This car looks more like a pure electric car design.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
The new car will be built based on the second-generation range extension platform, and the 1.5T four-cylinder Miller cycle range extender is expected to appear on the new car. In addition, this new car may have a comprehensive endurance performance of about 800 kilometers. From this point of view, in the eyes of ideals, extended-range power is still a more suitable power solution than pure electric power.
The brand-new smart pure electric flagship SUV Xpeng G9 launched by Xpeng Motors is also the flagship product of the Xpeng brand. After its debut at the Guangzhou Auto Show, it also attracted a lot of attention. Xpeng G9 adopts the industry-leading X-EEA 3.0 electronic and electrical architecture, and it is also the first mass-produced car based on 800V silicon carbide platform in China. And judging from the performance of the products that have been announced so far, this new car is going to compete with the NIO ES6 and the ideal ONE.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
At present, there is still a lot of news about the Xiaopeng G9 that has not been released, but from what we know, the biggest highlights of this car are the XPILOT4.0 intelligent assisted driving system and the 800V high-voltage electric drive system. Xpeng G9 adopts the latest X-EEA 3.0 architecture. Its core is the hardware architecture of central supercomputing + regional control. It adopts the scalable automatic driving domain controller with Gigabit Ethernet communication speed, and 8 million pixel front-view binoculars. Cameras and two NVIDIA Orin-X autonomous driving chips are more advanced in intelligence.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
The most direct feeling of the 800V high-voltage SiC platform is that the energy can be replenished quickly, because the cruising range of many pure electric models is now more than 800 kilometers, and the charging time will be correspondingly longer. For the energy replenishment link, Xiaopeng launched an 800-volt high-voltage silicon carbide electric drive system and a 480kW supercharger. The official charging speed of the G9 is 5 minutes of charging and a battery life of 200 kilometers. It seems that Xiaopeng is going to magnify.
After talking about the new products brought by the players of the first echelon of the new car-making forces, lets take a look at the second echelon. As the most explosive Nezha car in the second echelon, it will bring the Nezha S model at the end of 2022. To be honest, this car looks more futuristic and technological than other Nezha models.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
Judging from the sharp shape, it is very sharp, and the split headlights are even more eye-catching. The Nezha S, which is positioned as a medium-sized electric coupe, is built on the basis of a new self-developed intelligent vehicle architecture platform. It will apply the Huawei MDC computing platform that can achieve 200T high computing power, and can be implemented in some scenarios such as parking and remote calling. L4 intelligent driving. It can be said that although Nezha is a rising star, it seems that it also wants to make a difference in the mid-to-high-end market, and its overall strength should not be underestimated.
Everyone says that Weimar has been left behind since 2021, but obviously Weimar disagrees with this statement. During the 2021 Guangzhou Auto Show, WM Motor launched the M7, the first product of the Master Series, and this car is expected to officially meet with you in 2022.
For the time being, I will not mention how advanced the design of this car is. After all, the new cars launched by the new car-making forces are very avant-garde in design, and each has a stronger sense of the future. The most noteworthy thing about the WM M7 is that it is equipped with 3 autonomous zoom high-precision super-vision lidars, which can change the horizontal and vertical scanning speed arbitrarily according to the different emphasis on environmental perception in different intelligent driving scenarios, and realize dynamic adjustment of frame rate and resolution; Equipped with NVIDIA DRIV Orin-X autonomous driving chip, the maximum computing power is as high as 1016TOPS.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
In addition, the Weimar M7 equipped with Weimars third-generation Living Motion three-electric energy system can control the power consumption per 100 kilometers within 14kWh/100km, which is a good level. It can be said that based on the current product information, the Weimar M7 should be a powerful bargaining chip for Weimar to stand up again.
Of course, there are far more new cars launched by the new car-making forces. There are more competitive new cars on the market, which also intensifies the competition in the new energy vehicle market. bring a lot of pressure. But pressure is a good thing, and it will push the entire auto industry forward.
Changes in the new energy market in 2022
We can see that the popularity of new energy vehicles is very fast. In the just past 2021, the total sales of new energy vehicles reached 3.521 million, an increase of nearly 160% year-on-year. While sales are growing strongly, the penetration rate of new energy vehicles has also continued to increase. In December 2021, the retail penetration rate of new energy vehicles reached 22.6%, and the penetration rate of new energy vehicles from January to December was 14.8%.
From the perspective of market penetration rate, it is 4.7% in 2019, 5.8% in 2020, and more than doubled in 2021, close to 15%. It is indeed very fast in 2021. If it continues at this rate, it is expected to be in 2022. Achieving the target of 20% penetration by 2025 ahead of schedule.
In 2022, the scale of new energy vehicles will increase significantly. Some institutions predict that domestic sales of new energy vehicles will exceed 5 million, a year-on-year increase of 47%. Market dividends are gradually released, which is why the industry is so popular.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
Under the premise of favorable policies, even after experiencing unfavorable factors such as the shutdown of the epidemic, lack of cores, and lack of electricity, the performance of Weixiaoli in 2021 can still be described as riding the wind and waves. With the appearance of many blockbuster new cars, in 2022, Wei Xiaolis previous tacit understanding of stable development will inevitably be broken and enter the opponents hinterland to fight. The future seats and layout may be known in this year. Naturally, traditional car companies cannot be ignored. New brands are clustered together, and new models will be mass-produced and delivered in turn. In 2022, the new energy industry will be a red sea. However, behind the scenery, the industry still has problems that cannot be ignored.
Shen Hui, founder of WM Motor, believes, In 2022, there will be many new car manufacturers whose sales volume will exceed 100,000 units one after another. These new energy car companies are not only competitors, but also allies. At the same time, it also shows that 2022 will be the year for Chinese automakers. A good opportunity for the industry to change lanes and overtake.”
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
As Shen Hui said, there may be some variables in the new energy vehicle market in 2022, such as a new pattern in terms of ecosystem, technology, product matrix, etc., and the era of single car companies in the past is gone.
The automotive ecosystem is a popular concept in the automotive industry. Throughout the strategic planning of major vehicle companies, it is mentioned how to build an automotive ecosystem. The ecosystem of new energy vehicles covers the fields of manufacturing, consumption and consumers lives, which is the collective name of the three circles. Todays automobile industry has brought together many participants such as traditional car companies, new car manufacturers, and cross-border entrants, and a new competitive landscape is taking shape.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
At the ecological level, traditional car companies have made great efforts. In addition to self-research, open cooperation and cross-border integration are essential paths for building an automotive ecosystem. Under the general trend of rapid development of electrification and intelligence, the power of market and technology is promoting the reconstruction of industrial boundaries. At present, the boundaries of the automotive industry have been far exceeded. At the same time, it also promotes automotive companies to expand new circles of friends. At the same time, the whole-zero relationship will also be reconstructed.
In 2017, BYD proposed the ecological ideal of covering the daily life scenarios of new energy vehicle users through the integration, exchange and reassembly of advantageous resources. After Changan Automobile joined hands with Huawei, CATL and other companies to jointly build the smart electric connected vehicle platform CHN, Great Wall also formally established the Coffee Smart Ecological Alliance in June 2021 with more than 100 partners. And the new car-making forces also often talk about the word ecology, and in the process of practice, there is an accumulation process from quantitative change to qualitative change.
Traditional car companies meet the challenge? In 2022, the new forces of car manufacturing will fight and upgrade again
Although the new energy vehicle track is already crowded, there are still many new players entering the game. In 2021, giants such as Xiaomi, Baidu and 360 will officially announce cross-border car manufacturing. New car brands such as Qingcheng Era and Ziyoujia will also squeeze into the market before the end of the year, at the juncture of the market shifting from incremental to stock. In the past, the new energy vehicle soup is getting more and more difficult to separate.
The traditional car companies Lantu and Aian, as well as independent brands such as Avita and Jikr released last year, are also the best proofs of car companies seeking change. The battle against the new forces is already on the horizon. In 2022, all players are ready, lets see a new round of competition between traditional car companies and new car manufacturers.

