The cumulative sales in the first August are nearly 17 times!Autonomous inserting a mixing "throwing street" joint venture car.

"The 2022 Song Pro DM-I has no existing car now, and it takes at least two months to pick up the car cycle." A few days ago, the sales staff of a BYD 4S store in Beijing told the Daily Economic News reporter. Similarly, the sales staff of a Geely Automobile 4S store in Beijing also said: "Emperor L Thunder Hi · X has no discount at present, only individual configuration has existing cars."

A variety of independent mixed models have been selling in the terminal market, and it has become a microcosm of its independent brand "surpassing" joint venture brands in some market segments. According to the latest data from the Federation of Lianlian, the cumulative sales volume of autonomous insertion mixes in the first eight months of this year was about 677,500 units, an increase of 250.9%year -on -year; the cumulative sales of mainstream joint ventures and mixed cars were about 47,400 units, an increase of 3.1%year -on -year.

"The layout of the joint venture brand in the market is small. They believe that hybrid technology is a transitional product, so the layout strategy will not be changed in the short term. The right to speak in the market will increase. "Cui Dongshu, Secretary -General of the National Passenger Vehicle Market Information Joint Association, told reporters.

Tianfeng Securities is even more optimistic in the recent research report. With the rapid improvement of the penetration rate of hybrid vehicles, independent brands are expected to consolidate the advantages of mixed and extended market markets, thereby increasing the market proportion of new energy vehicles in the market proportion of new energy vehicles. , Realize the curve overtaking.

The product discount is still "sought -after"

"Compared to the fuel version of the same model, the mixed version of the model is more popular. Each selling 5 cars, at least 3 vehicles are inserted." There are currently no cash discounts such as latte DHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHT PHEV.

Not only that, the sales staff of the above-mentioned BYD 4S store also admitted: "Most of the people who visit the car are coming to the Han DM-I and other mixed models. At present, this car basically has no discount."

The hot -selling scene of the terminal is also in line with the upward trend of the current market. According to the China Automobile Association data, from January to August, the sales of plug -in hybrid vehicles completed 818,000 units, a cumulative increase of more than 170%year -on -year, higher than the pure electric vehicle market (cumulative increase of 100%year -on -year).

In addition, from the perspective of BYD, Geely Automobile, Great Wall Motors and other autonomous brands, the "blessing" of the mixed models on its total sales is becoming more and more obvious. For example, in August, the sales volume of BYD's mixed models was 91,000 units, which had sold 82,000 vehicles for pure electric models; Geely New Energy in August 37,500 vehicles, the cumulative sales of Thor's hybrid series models were 111,000 units. It accounts for 29.6%.

Xu Xiangyang, a professor at Beijing University of Aeronautics and Astronautics, once said that the reason why independent plug -in products are selling is the breakthrough of independent brands in plug -in hybrid technology. Advantage. For consumers, the most intuitive feeling is that inserting mixed models can solve mileage anxiety and lower fuel consumption.

For example, the Great Wall Motor Lemon Hybrid DHT can switch between various working modes such as EV driving, series drives, parallel drivers, and energy recycling through the intelligent control system to achieve fuel for urban and high -speed conditions, especially at high -speed cruise engine economic gears. Direct drive efficiency is the highest, fuel consumption is 10%to 15%compared to series. At present, Lemon Hybrid DHT technology has been applied to many brands such as Harvard and Wei brand under Great Wall Motors.

Photo Source: Corporate Photo Conferring

Tianfeng Securities disclosed in its recent research report that the main sales force of the currently inserted market comes from two markets from 100,000 to 200,000 yuan and 300,000 yuan, of which the market is 100,000 to 200,000 yuan. The same level of fuel vehicles and pure electric vehicles have a comprehensive cost advantage.

Hidden trillion market space

The popularity of a variety of mixed models has driven the hybrid investment in the upstream and downstream of the industrial chain. Many vehicles and component companies are trying to find changes and opportunities for incremental components.

Because the hybrid industry chain involves the fields of vehicles and incremental parts, from the current point of view, both areas are stepping up investment or starting. For example, the recently settled in the DHT project of Cherykotaqi New Energy Vehicles in Wuhu, Wuhu Fanchang District, the total investment of the project is 3 billion yuan, and the new energy vehicle DHT production line is newly built an annual output of 450,000 new energy vehicles. It is expected to be put into production at the end of November 2023. Starting, including BYD 10GWH hybrid battery project, it is mainly used for the development, production and manufacturing of battery cells, modules and other products.

Photo source: Photo by reporter Li Xing (data map)

In addition, Great Wall Motor Yangzhong Honeycomb DHT Rapidic Energy Expansion Project Estimation Second Line has entered the trial production stage at the end of August. The total investment of the project was 1.2 billion yuan, and the expansion was 450,000 units. At the same time, the first lemon hybrid DHT transmission of Great Wall Motor Yangzhong Factory recently announced the four -line production line of the lemon hybrid DHT transmission, which adopts flexible design. The anti -error coverage rate is 100%. The total test test can achieve a 100%NVH test.

Compared with vehicle companies, incremental parts involved in the parts of the parts are mainly hybrid engines, turbochargers and other components.Xiling Power (SZ300733, the stock price of 27 yuan, a total value of 4.647 billion yuan) has disclosed that the construction of two other turbochargers this year will gradually enter the trial production status. In addition, the fixed increase project will be promoted.Covers a new turbocharger's total loading line.At present, Xiling Power turbocharger has been applied to ideal ONE and other models.Guotai Junan stated in the research report that it is expected that the total space of the hybrid incremental parts in 2025 can reach more than 150 billion yuan, and the total market space of "entire vehicle+components" is expected to reach more than 1.1 trillion yuan.

Daily Economic News

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