Since March this year, the sales volume of new energy buses in China has been narrowing, with a year-on-year decrease of 44.5% in March, 37% in April, 20.9% in May and 5. 19% in June. So, in July, is it time to become a full member?
If you really think so, you can only say-you think too much. In July, the sales volume of new energy buses decreased by 65.62% year-on-year, which was more than any month in the first six months of this year. However, despite the overall "miserable" market in July, the monthly sales of Yutong and BYD once again exceeded 1000 vehicles, and the combined share of them actually exceeded 50%!
Futian Ouhui and Shanghai Shenwo once again achieved a big rise, and FAW Bus once again entered the top ten.
After the "seven consecutive declines" in 2020, who is the mainstream enterprise of new energy buses still growing? Please see the analysis report of the first commercial vehicle network below.
Due to the outbreak of sales in the same period? In July this year, new energy buses were hit again.
According to the data of China Public Transport Statistics Information Network, in July, 2020, China sold 4,026 new energy buses over 6 meters, down 37.33% from the previous month, and the year-on-year decline suddenly expanded from 5. 19% in June to 65.62%. From June, 5438 to July, 2020, China sold a total of 23,407 new energy buses over 6 meters, down 43.3 1% year-on-year.
Why did the year-on-year decline in July suddenly increase so much in the new energy bus market, where the monthly decline has gradually narrowed for four consecutive months?
It turned out that last July was the last full month of the implementation of the subsidy policy for new energy buses. Stimulated by subsidies, the sales of new energy buses exploded in July last year, with 1. 1.7 million vehicles. In July this year, it was not the policy stimulus, but the off-season caused by high temperature, and the sales volume decreased by 2000 vehicles compared with that in June this year, resulting in a huge sales gap between July this year and July last year.
On May 8th, 20 19, the four ministries and commissions issued the Notice on Supporting the Promotion and Application of New Energy Bus, and the transitional subsidy policy ended on August 7th, pushing the sales of new energy bus to soar in July of 20 19, reaching the peak of 20 19.
In fact, judging from the sales trend since March this year, the new energy bus market is slowly picking up this year, just because there is no particularly encouraged subsidy policy stimulus, it has not shown an upward trend, and the point of view does not seem to be too big.
Yutong and BYD continue to attract attention! Shenwo entered the top three? Futian and FAW have tripled.
In July, the sales volume of the new energy bus market declined compared with the same period of last month, and the performance of various enterprises was not very good. Only Yutong and BYD have sold more than 1000 vehicles, while other mainstream enterprises have sold less than 250 vehicles, among which Xiamen Jinlong, Xiamen Jinlv and Kaiwo have not sold 100 vehicles. The difficulty of survival is obvious.
Sales Ranking of New Energy Buses over 6m in July 2020 (unit: vehicles)
Shanghai Shenwo, Futian Ouhui and FAW Bus once again attracted attention in July. Among them, Shanghai Shenwo sold 243 new energy buses in July, up 4760% year-on-year, rising to the top three (careful readers should remember that in April this year, Shanghai Shenwo successfully entered the top ten in cumulative sales with a monthly sales volume of 500 vehicles, refreshing the market structure).
After the sales volume of Foton Ouhui increased by 198.47% in June, the growth rate in July further increased, reaching 335.29%, and the monthly ranking remained in the top five; FAW Bus sold 100 new energy buses in May, 155 new energy buses in June and 125 new energy buses in July. Only 30 new energy buses were sold from June to July last year. It can be said that this year's performance is particularly impressive!
In terms of market share, Yutong and BYD, with their "extraordinary" performance, have a monthly share of 29.09% and 25.68% respectively in the new energy bus market, and the sum of their shares exceeds 54%, making their leading position enviable.
After the "seven-day losing streak" in the overall market? Who is still growing against the trend?
2020 is an extraordinary year. In June this year, 5438+ 10, the Spring Festival holiday, because the subsidy policy is about to decline, the sales volume of June 20 19 did not increase. Only 2,945 new energy buses were sold, down 58.67% year-on-year. Affected by the epidemic in February, the market almost stagnated for a whole month, only 709 vehicles were sold, a drop of more than 50%; In the next four months, with the effective control of the domestic epidemic, the market gradually picked up, but the sales volume still could not escape the downward trend; In July, due to the high base in the same period last year, the year-on-year decline was still not optimistic.
Although the sales volume of the new energy bus market has declined for seven consecutive months this year, some enterprises have found more vitality and achieved positive growth year-on-year. Who are they?
The first thing to say is BYD. BYD sold a total of 39 15 new energy buses from June to July this year, up 7 1.79% year-on-year, which not only achieved positive growth, but also greatly improved its market position compared with the whole year of last year and the same period, ranking second in the industry, with a market share of 16.73%, while the share of enterprises ranked second in previous years was less than 60%.
Followed by Shanghai Shenwo. Shanghai Shenwo sold 1244 new energy buses from June to July this year, up 180. 18% year-on-year, especially in April, June and July. Since entering the top ten cumulative sales in April, Shanghai Shenwo has maintained its advantage. In fact, not only this year's performance was eye-catching, but in some months last year, Shanghai Shenwo also performed outstandingly, or soared, or ranked high. This year, Shanghai Shenwo further strengthened its advantages in the new energy bus market.
In addition to BYD and Shanghai Shenwo, Suzhou Jinlong Haige Bus is also the top ten enterprises with positive cumulative sales growth. Hagrid Bus sold 65,438+0,278 new energy buses from June to July this year, a slight increase of 65,438+0.75% compared with 65,438+0,256 buses in the same period last year. Under difficult market conditions, such growth is also commendable. Major events worthy of attention include: in April, 30 Suzhou Jinlong azure pure electric buses were delivered to Maoming bus; During the May Day period, the ancient city Baoding once again welcomed 30 Suzhou Jinlong "China Red" pure electric scenic buses; In the first half of this year in Seoul, South Korea, Suzhou Jinlong, as the only China bus company that won the bid, performed brilliantly, winning the order for 2/kloc-0 pure electric buses, which was the same as Hyundai Bus, a strong Korean brand.
label
Hard times are also times of haste. Perhaps the subsidy is too fast, the epidemic is too fierce, and the technology upgrade is too fast. New energy bus companies have to face one difficulty after another. However, from a global perspective, accelerating the survival of the fittest will help the industry to integrate resources, concentrate production capacity, foster strengths and avoid weaknesses, and achieve sustainable and high-quality development of the new energy industry.
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.