Shuguang Automobile Group, as a commercial vehicle enterprise aiming at the mainstream core models in the market and digging deep into consumer demand, announced to cut into the new energy passenger car industry with A00 pure electric car. What is the reason? In this regard, in the industry salon, Cui Dongshu, Secretary General of the Association, put forward his own views from the perspective of the industry.
It is inevitable and the future for Shuguang Automobile to enter the new energy passenger car.
According to Cui Dongshu, in recent years, the new energy automobile industry in China has shown a rapid growth trend. According to the data of the Ministry of Industry and Information Technology, as of the first quarter of 2022, the cumulative promotion of new energy vehicles in China reached 654.38+003.3 million. In the first quarter, the production and sales of new energy vehicles were 6.5438+0.29 million and 654.38+0.257 million respectively, up 654.38+0.4 times year-on-year, and the market penetration rate reached 654.38+09.3%. From a global perspective, China's new energy vehicle products are constantly strengthening, leading the new wave of global new energy vehicles.
From the inside of Shuguang Automobile, the reason why we chose to enter the new energy market at this time stems from Shuguang Automobile's prediction that "new energy vehicles will be the largest market in the future automobile industry", and it is necessary to develop new energy passenger car products under the market opportunity; In addition, since 20 16, Shuguang Automobile Group has invested159.7 billion yuan to build a new energy bus production base, equipped with 25 new energy bus professional production lines, which has a good foundation in technical reserves. Everything is ready, and it is both inevitable and future for Shuguang Automobile to enter the new energy passenger car.
Shuguang Automobile entered the market with A00 products. What did it do right?
At present, pure electric vehicles are well-deserved "kings" of A00 automobile market. Cui Dongshu said in the exchange that according to the data of the Association, the sales volume of new energy vehicles in China in 20021year was 352 1 10,000, of which the sales volume of A00 pure electric vehicles was about 898,500. Moreover, A00 pure electric vehicle accounts for 30. 1% of the sales of new energy vehicles in China in 20021year, which is the largest single subdivision category. In the first 15 of the annual sales of new energy vehicles, eight models were A00 pure electric vehicles, including Hong Guang MINIEV, Chery eQ and Benben EV.
It can be seen that Shuguang Automobile has made the right choice under the favorable environment of sustained growth of A00 pure electric vehicle market. Vehicles with the lowest strategic investment cost, controllable risks and relatively mature products and technologies quickly cut into the market. It is understood that the two A00 pure electric vehicles purchased by Shuguang Automobile have mature body and chassis technology, mold clamps and testing tools, and their advanced technology, maturity and economy have been recognized by experts.
Demand is paramount, and users want good products.
At present, Hong Guang MINI EV, Chery QQ Ice Cream and Changan Benben are the mainstream A00 pure electric vehicle products. In Cui Dongshu's view, these models have been recognized by the market and consumers, mainly because they have the production mode and mature system of traditional car companies, as well as the advantages of purchasing chains such as general accessories.
In addition, the product positioning and target positioning of this kind of mainstream A00 products are very clear. Product positioning, the price is 30,000-50,000 yuan, and the cost is low and the maintenance is convenient; In terms of target positioning, it focuses on women and middle-aged and elderly users in small and medium-sized cities and county and township markets, as well as the second generation of family cars, forming a differentiated product pattern with mainstream new energy vehicles. Cui Dongshu said that although consumers have different perceptions of new energy A00 products, from the data point of view, the market performance of such products continues to improve.
The future business positioning and pricing of Shuguang New Energy passenger car products also confirm Cui Dongshu's view of selling A00-class products.
It is worth mentioning that Dawning Automobile plans to launch two A00 pure electric vehicles at the end of August this year, which have undergone a brand-new on-board electronic and electrical architecture, development and matching of three electric systems, and lightweight development. At the same time, it is also equipped with electric drive axle, chassis and other spare parts independently developed by Shuguang Axle, which is more controllable in product cost and quality.
Product-driven capital, the new dawn of Shuguang automobile
Cui Dongshu said that the current commercial vehicle market is shrinking sharply. Especially since 20 16, the production and sales of the bus market have shown a continuous downward trend, and the market share of medium and large buses has experienced a negative growth. Among them, large and medium-sized buses over 6 meters and new energy buses over 6 meters decreased by 33.68% and 17.02% respectively year-on-year, far below the growth rate of 202 1 year bus market 12.6%. Cui Dongshu said that in the current situation of continuous market decline, Shuguang Automobile quickly entered the new energy passenger car market, which is a successful model that other commercial vehicle enterprises should learn from.
In addition, Cui Dongshu mentioned BYD, Weilai Automobile and Xpeng Automobile, and expressed the influence of new energy products on the capital market. He said that BYD's current market value is about 680 billion yuan, Weilai Automobile's market value is about 277,654.38 billion yuan, and Xpeng Automobile's market value also exceeds 250 billion yuan. Take Xpeng Motors as an example. According to the official financial report 202 1 issued by Xpeng Motors, the total revenue of Xpeng Motors 202 1 was 20.99 billion yuan, up 26 1.3% year-on-year. Compared with the market value of Xpeng Motors, it is ten times in direct proportion.
He said that when a car company enters the new energy market and launches mass-produced products, the signal is: sustainable development. This will not only be recognized by the valuation of the capital market, but also greatly increase the chances of continuous capital inflow with the "three highs" development of high sales volume, high market value and high valuation.
Conclusion:
At the salon, while analyzing the current situation of the new energy vehicle market, Cui Dongshu also expressed his recognition and praise for Shuguang's future performance on the new energy track. He believes that the current medium and large passenger car market is declining, the competition in the pickup truck market is intensifying, and the profit level is declining. Especially since 20 16, under the influence of the external market environment, the light vehicle business (pickup truck), commercial vehicle business (bus), axle, chassis suspension and other auto parts business of Shuguang Automobile have been affected to varying degrees. In such an environment, Shuguang Automobile decisively opened the new energy passenger car market with low-cost and high-quality A00 electric vehicle, and its comprehensive competitiveness in the same market in the future is worth our expectation! @20 19