2023-07-16 08:55:00
Cui Dongshu: Consumption upgrades promote a significant increase in the proportion of national high-end car sales
Zhitong Finance APP learned that on July 16, Cui Dongshu, secretary-general of the Passenger Federation, issued a document saying that according to the data of the Passenger Federation, the sales structure of the price segment of the national passenger car market continued to rise, and the proportion of sales of high-end models increased significantly. The decrease in the proportion of sales is driven by consumption upgrades, and it is also a structural loss caused by insufficient supply of main models due to chip defects since 2021. In 2023, the characteristics of the high-end structure of the auto market will be further strengthened.
From the perspective of structural analysis, the phenomenon of rising prices of traditional fuel vehicles is not a favorable factor to promote consumption. It requires ordinary consumer groups to buy more entry-level vehicles. Therefore, the purchasing power of ordinary groups can be improved to achieve a relatively balanced price in the auto market and drive entry. level consumption.
1. Sales structure of passenger car market by price segment
According to the retail data of the China Travel Association, the price segment structure trend of the national urban market continues to rise, the sales of high-end models have increased significantly, and the sales of mid- and low-priced models have decreased.
From January to June this year, the proportion of sales of models below 50,000 yuan is currently only 3.3%, and the proportion in 2021-2022 will continue to rise compared with 2020, mainly due to the sales contribution of micro electric vehicles. After the decline in sales of traditional models priced at RMB 50,000 to 100,000 is offset by the growth of new energy vehicles, the sales share of models priced at RMB 50,000 to 100,000 is only 16.8%, which is still low.
Small cars have the highest penetration rate of new energy vehicles. The penetration rate of mini cars is 100%, and the penetration rate of A0-class small cars is nearly 50%, and the new energy of A0-class is improving very fast.
The new energy penetration rate of B-class vehicles has been greatly increased to exceed 39%, and the average annual growth rate is very fast.
In June this year, the penetration rate of A-class cars exceeded 20%, but it is still the lowest among all classes, and the average annual increase rate is relatively slow. The new energy penetration rate of high-end cars has also increased rapidly, reflecting the trend of self-improvement.
2. Contribution of new energy vehicles
Since 2018, the domestic retail sales of pure electric new energy vehicles have continued to grow rapidly, and the performance of plug-in hybrids has also been outstanding this year. Sales of traditional passenger cars continued to face downward pressure.
In 2022, the proportion of new energy vehicles will reach a strong proportion of 28%. From January to June 2023, the contribution of new energy vehicles will still be 32%. The contribution of new energy vehicles will continue to rise in the next few months.
3. Price and sales structure of various types of power in 2022
At present, the 50,000 to 150,000 yuan of passenger cars in the country is a feature of the core main model market, which is mainly due to the relatively high proportion of traditional fuel vehicles.
There is a big difference between traditional vehicles and new energy vehicles, while the structure of plug-in hybrid vehicles is relatively concentrated in the mid-range.
4. Sales structure of internal driving forces in each price segment in 2023
In the price segment market, the power distribution is relatively unbalanced. Among them, the performance of pure electric vehicles in the market below 50,000 yuan is the strongest, while the performance of plug-in hybrids is relatively strongest in the high-end market, and the performance of hybrid vehicles is relatively strong at 200,000 to 300,000 yuan.
The performance of traditional fuel vehicles is relatively strong at 100,000-200,000 yuan, forming the characteristics of differentiated distribution, especially the distribution of hybrids is relatively narrow, and products in the middle and high price range are the main products, while plug-in hybrids are mainstream models the main one. The low-end market shrank more severely at the beginning of the year, which is why the impact of weaker consumption has a greater impact on the low-end.
5. Conventional fuel passenger car structure
The high-end product structure of traditional fuel vehicles is more obvious, mainly due to the high growth of more than 150,000 models, which is a direct reflection of consumption upgrades. However, fuel vehicles below 100,000 are declining rapidly. With the high growth of pure electric vehicles, low-priced fuel vehicles have formed a feature of sharp decline.
6. Changes in the product structure of pure electric vehicles
With the cost reduction and product improvement of pure electric vehicles, the performance of electric vehicles below 50,000 yuan and those above 200,000-300,000 yuan is stronger. Among them, Tesla is still listed above 200,000 to prevent too much structural fluctuation.
At present, the proportion of electric vehicles worth 50,000 to 100,000 yuan is relatively small, and the growth is slow.
In the early stage, electric vehicles worth RMB 100,000 to RMB 150,000 are the main force for rental online bookings, etc. In the past two years, the market trend of A-level electric vehicles has not been strong.
7. Changes in the product structure of plug-in hybrids – due to the substantial increase in the mid-to-low end
The increase of plug-in hybrid models is mainly in the low-price range. After the independent plug-in hybrid technology matures, it has already gained a large share in the low-to-medium price market.
8. Changes in product share of conventional hybrids
The market share of hybrid cars is also continuously increasing, but the improvement in supply in 2022 will lead to a gradual increase in the share. This year’s market demand has shifted to plug-in hybrids, and the performance of the hybrid market is average.
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