Half a year later, the "senior high school entrance examination" of the new energy bus market ended in 2020. How are these companies doing?
According to the data of China Public Transport Statistics Information Network, in June this year, China sold a total of 6,424 new energy buses (including exports), up 88.55% from the previous month and down 5. 19% year-on-year. In the first half of this year, China sold a total of 1 938/kloc-0 new energy buses (including exports), down 34.47% year-on-year, and 8.7 percentage points lower than that in May.
Horizontally, 1 and February this year, the new energy bus market was affected by the Spring Festival and the epidemic respectively, with a sharp decline year-on-year and month-on-month. From March to May, enterprises resumed production, and the sales of new energy buses gradually picked up, but the year-on-year decline was still relatively slow; In June, the market accelerated to pick up, and the sales volume rose sharply from the previous month. Although it was still negative year-on-year, the decline was only 5. 19%. The monthly sales volume of 6424 vehicles is the best result in the first half of this year.
It seems that the new energy bus market ushered in the "best time" in June. So, how has the market structure changed?
Sales of seven top ten enterprises are increasing year on year? Ou Hui and Haig rose more than 100% in June.
In June, the new energy bus market accelerated its recovery. From the ring comparison, many enterprises have achieved double positive growth. Year-on-year, eight of the top ten companies achieved positive sales growth.
Sales ranking of new energy buses over 6 meters in June 2020 (unit: vehicles)
Among them, Yutong and BYD achieved monthly sales of 1000 vehicles for the first time this year, which were 12, 3 1 vehicle and 1 00 10/vehicle respectively, ranking the top two in the industry; Zhongtong Bus ranked third in the industry in June, with a monthly share of 12.06%. Futian Ouhui, Shanghai Shenwo and Suzhou Jinlong Haige achieved year-on-year growth. In June, the sales of new energy buses were 585, 385 and 265,438+07 respectively, with growth rates of 65,438+098.47%, 93.47% and 65,438+064.63% respectively. The "Three Dragons" of Jinlong Automobile (Xiamen Jinlong, Suzhou Jinlong and Xiamen Jinlv), which received much attention, also made great efforts in June. In June, 807 new energy buses were sold, up 38.66% year-on-year, with a share of 12.56%.
Interestingly, there is not much difference between the enterprises that participated in the top ten of new energy buses in June this year and those that participated in the top ten of new energy buses in the first half of this year, mainly because Yangzhou Yaxing ranked first in June and Nanjing Jinlong Kaiwo ranked sixth in June. . This shows from the side that the bus market picked up in June, and mainstream enterprises took the lead in benefiting. After the baptism of the epidemic, the market advantage is more prominent.
Yutong, BYD and Zhongtong are in the top three? How did the market structure change in the first half of the year?
In the first half of this year, Yutong (40,465,438+0), BYD (28,865,438+0), Zhongtong Bus (2,028), Foton Ouhui (65,438+0,690), CRRC Electric (65,438+) The total sales volume of new energy buses of these ten enterprises in the first half of the year was 16533, accounting for 85.3 1% of the total sales volume, with a cumulative decline of 28.67%, which was 6.8 percentage points lower than the overall level of the industry.
Among them, Yutong takes the lead, with sales volume of 404 1 vehicle, accounting for 20.85% of the market; BYD and Zhongtong both sold more than 2,000 buses, accounting for more than 10%, of which BYD sold nearly 3,000 buses, up 96.39% year-on-year, ranking second in the top ten. The sales of Foton Ouhui, CRRC Electric, Nanjing Jinlong, Suzhou Jinlong and Shanghai Shenwo are all at the level of 1,000 vehicles. Among them, CRRC Electric rose from the seventh place in the industry in June 5438-May to the fifth place, Shanghai Shenwo surged 128.02% year-on-year, and Suzhou Jinlong achieved a positive growth of 10.8%. Xiamen Jinlong and Xiamen Jinlv occupy the last two seats in the top ten. Xiamen Jinlong entered the top ten due to strong sales in June, while Xiamen Jinlv achieved a positive growth of 5.32%.
Compared with last year1-June, these changes have taken place in the market structure of new energy buses:
First, the first three have changed. In the first half of last year, Yutong, Zhongtong and Futian Ouhui were the top three, while in the first half of this year, Yutong, BYD and Zhongtong were the top three, and BYD rose to the second place.
Second, the ranking of Jinlong Automobile's "Three Dragons" has risen. In the first half of last year, among the "Three Dragons", only Xiamen Jinlong and Suzhou Jinlong ranked in the top ten, ranking ninth and tenth respectively in the industry; In the first half of this year, Xiamen Golden Brigade also entered the top ten, while Suzhou Jinlong Haige rose to seventh place. "Sanlong" sold a total of 2,486 new energy buses in the first half of last year, down 3.79% year-on-year, accounting for 12.83%, which was 4.09 percentage points higher than the 8.74% share in the first half of last year.
Third, Shanghai Shenwo entered the top ten and ranked eighth in the industry. Shanghai Shenwo sold new energy buses 100 1 vehicle in the first half of this year, with a year-on-year increase of 128.02%. In April, the monthly sales volume of Shenwo new energy bus reached 500, ranking third in the industry, becoming the most potential "roadblock" in the new energy bus market this year.
If there is an increase in corporate rankings, there will inevitably be a decline in corporate rankings. Yinlong New Energy and An Kai Bus, which ranked seventh and eighth in the industry in the first half of last year, failed to enter the top ten this year. We look forward to their performance in the second half of this year. In terms of share, BYD ranked among the top ten enterprises in the first half of this year, with the most prominent share growth, rising from 4.96% in the first half of last year to 14.87% in the first half of this year, an increase of 9.9 percentage points.
Sales volume of new energy bus market segments in the first half of 2020
Summary:
At the beginning of this year, the outbreak of COVID-19 epidemic made the new energy bus market encounter unprecedented difficulties. The resumption of work and production is blocked, and the passenger transport market is stagnant ... In difficult times, we have also seen the unyielding competitiveness of bus companies and tried to find new market breakthroughs. For example, Yutong and BYD accelerated their enclosure overseas, Zhongtong launched hydrogen fuel, and Futian Ouhui pioneered the nucleic acid detection sampling vehicle, and so on.
The rapid recovery of new energy bus market sales in June greatly boosted the industry morale, and the "retaliatory growth" in the bus field in the post-epidemic period may be coming soon. How will the new energy bus market go in the second half of the year?
Editor in Charge: Li Xiuzhi
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.