Market sales performance
1. The terminal sales of new energy vehicles have recovered, and the year-on-year growth has nearly doubled
In May, the terminal sales of new energy vehicles recovered, and the overall market increased by 27.4% month-on-month and 90.7% year-on-year, almost doubling. Among them, the sales of smart cars also increased, up 41.1% month-on-month and 126.3% year-on-year, accounting for 34.7% of the overall market share, although not as high as March’s highest level of 39.4%, but in terms of performance in the past 12 months, it is also high .
2. Smart pure electric vehicles rebounded the fastest, but there is still a big gap with the historical high
In terms of energy types, the smart pure electric vehicle segment saw the fastest recovery in sales, up 35.4% month-on-month, but this is also directly related to the sharp drop in sales in April. From a long-term perspective, compared with the performance of the past 12 months, the sales level in May is still low, and there is a large gap with the historical high level.
In terms of model level, the sales volume of SUV and sedan segment is relatively higher, but the fluctuation is also greater. Although the MPV market has been growing slowly before, it has always moved fast in small steps. In May, it fell month-on-month, mainly due to the decline in sales of BYD’s MPV models.
Market consumption
1. Consumers are paying unprecedented attention to the smart car market
In May, the popularity of the new energy market picked up month-on-month, but the growth rate was not as fast as the overall market. However, consumers’ interest in the smart car market continues to rise, accounting for over 70% of the new energy market, the highest in the past 12 months.
2. In May, the popularity of China’s smart electric vehicle market increased by more than 10% year-on-year
In terms of brand types, the market popularity of Chinese brands and Chinese new power brands in the overall new energy market increased by 6.6% and 0.5% respectively year-on-year. Among them, BYD has an eye-catching performance in the Chinese brand market segment, accounting for over 40% of the user’s attention. . As for the performance of the smart electric vehicle market segment, only Chinese brands have achieved year-on-year growth, and other market segments have cooled to varying degrees.
3. The segment market of medium-sized and medium-sized SUV smart electric vehicles dropped significantly year-on-year
In terms of vehicle models, in the overall new energy market, the popularity of the mini-car market dropped the most significantly compared to May last year, down 5.6% year-on-year, while the popularity of compact cars and compact SUVs climbed, up 2.8% and 2.6% respectively. In the smart electric vehicle market segment, the market share of miniature vehicles is relatively low, so the year-on-year decline is not obvious. The mid-size car and mid-size SUV markets were left untouched, with market popularity falling by 4.4% and 6.8% year-on-year, respectively.
4. The impact of the epidemic is significant, and Tesla’s market popularity has fallen sharply year-on-year and month-on-month
In May, although Tesla’s Model 3 and Model Y dominated the top two popular car series of new power brands, in fact, Tesla’s overall market popularity was declining, and its attention share fell by 9.2% year-on-year in May last year. , a decrease of 3.8% from April. Of course, the impact of the Shanghai epidemic on Tesla is direct and significant, but it has to be said that new Chinese brands are also rising. .