In June, the wholesale sales of new energy passenger cars were 85,600, an increase of 20.1% from the previous month

In June, the wholesale sales volume of new energy passenger cars was 85,600 units, a year-on-year decrease of 34.9% and a month-on-month increase of 20.1%. Among them, 17,700 vehicles were plug-in hybrids, down 11% year-on-year. The wholesale sales of pure electric vehicles were 67,000, a year-on-year decrease of 40%.

 

In June, the trend of high-end electric vehicles was obvious. A-level and below electric vehicles decreased by 56% year-on-year, and B-level and above electric vehicles increased by 8 times year-on-year. In June, sole proprietorship and joint venture new energy performed strongly, becoming an important force in the new energy vehicle market.

 

Cui Dongshu, secretary general of the China Federation of Trade Unions, analyzed that the pure electric rental car rental market was greatly affected by the epidemic in the first half of the year, and A-class new energy vehicles also lost a large amount of sales. It is expected that the rental car rental market will have a certain amount in the second half of the year. Recovery increment.

 

Cui Dongshu also said that in June, Tesla's wholesale sales reached 14,954, an increase of 34.7% from the previous month, and accounted for 23% of the sales volume in the pure electric market. In the second quarter, the cumulative sales of Tesla in the Chinese market reached 29,700. Cui Dongshu believes that Tesla will still be a pure increase in the second half of the year.

 

Although the A00-class mini-electric vehicle market has shrunk severely since the second half of 2019, as Wuling and other auto sales leaders have increased their investment in the A00-class electric vehicle market, the effect of the A00-class mini-electric vehicle replacing the high-end old-generation scooter market is gradually reflected , A00-class electric vehicles are expected to renew their brilliance.

 

The new domestic forces sold 9,470 vehicles in June, of which, Weilai sold 3,740, Weimar sold 2,028, and ideal ONE sold nearly 2,000, which is the main sales support brand.

 

Regarding the performance of the new energy market in the second half of the year, Cui Dongshu believes that although the year-on-year growth in June is still negative, the monthly average growth rate of new energy vehicles from July onwards is expected to maintain positive growth.

 

For the reasons for the slump in the new energy vehicle market in the first half of 2020, the China Federation of Trade Unions gave four explanations.

 

The first reason is that it is affected by the high base. The end of June 2019 is the time point for the sharp reduction of subsidies for new energy vehicles. The comprehensive subsidy for models with a distance of more than 400 kilometers has been reduced from 75,000 in March to 45,000 in the second quarter, and then to a low subsidy of 25,000, which is lower than that of Europe and the United States. The median level of energy subsidies. New energy vehicle sales have shifted from subsidies to a hard landing in the market, and the downward pressure on sales has increased dramatically;

 

The second is affected by the epidemic situation, the international oil price plummeted, the price-performance ratio of new energy vehicles decreased, coupled with some negative safety information, consumers' enthusiasm for choosing new energy vehicles declined;

 

The third is that due to the impact of the epidemic, travel preferences have shifted from public models to private travel, and the replacement of new cars by the entire rental network has been affected to a certain extent, thereby reducing the demand for new energy markets;

 

The fourth is the promotion policies in various regions and measures to limit the number of licenses or increase the number of licenses issued during the epidemic, which has promoted the purchase of traditional vehicles, thereby weakening the advantages of new energy vehicles.

 

Therefore, the consumption environment of the new energy vehicle market in the second half of the year has improved compared with the first half of the year, driving sales of new energy vehicles in the second and third quarters of the second and third quarters to have a positive growth. The second quarter is similar to the second half of last year, so the new energy vehicles in the second half of the year Positive growth will inevitably be achieved.

 

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