The old world is crumbling, and a new order is quietly established.

We can't forget that since March, the spread of the epidemic from Jilin to Shanghai has spread to many places, so that the Chinese auto market in 2022 has passed the first half of the year with expectations and sorrows. Under this change, first-tier car companies such as North and South Volkswagen were forced to suspend production and production, superimposing the shutdown of the entire industry chain, making "selling anxiety" the consensus of the entire industry.

Almost everyone is certain that this year will be the year of Mercury retrograde for the auto industry. The aggravation of the consumption decline and the normalization of the battle have indiscriminately hunted down everyone, but also forced everyone from the central to the local to make every effort to maintain the stability of the market. Or introduce new policies to support pillar-type car companies with serious internal injuries, or increase consumption incentives for potential users, all of which are aimed at one point.

Sure enough, on May 23, at the executive meeting of the State Council, the consumption stimulus plan to reduce the purchase tax of some passenger cars by 60 billion yuan in stages was implemented. From that moment on, too much lost consumer confidence still needs time to build, but as of the end of June, the Chinese auto market in the first half of the year has been torn apart and restructured extremely violently.

As a result, the boom in the field of new energy is not inferior to the bustling luxury car market. The leading new energy car companies headed by Tesla and BYD are frantically rewriting the rhythm of industrial transformation.

Second, Chinese car companies with high volume are eliminating second-tier joint ventures and micro-brands, while vigorously competing for the right to speak in each market segment. Achieving a market share of nearly 50% was a goal that no one dared to imagine before, but at this moment, it seems so easy to achieve.

"Electrification" allows China to follow the trend

Undoubtedly, with the lifting of the epidemic control in Shanghai, and the implementation of various tax reductions and exemptions and consumer subsidies policies from the country to the local government to stimulate automobile consumption, the vitality of the national automobile market seems to be recovering at a speed visible to the naked eye. .

Throughout June, the national retail sales of passenger vehicles increased by 22.6% year-on-year, a 40 percentage point improvement from the trend of 17% decline in May. As a result, in the first half of this year, the total number of auto retail sales reached 9.942 million, and its year-on-year growth rate was increased to 28.9%.

Among them, the development of the new energy vehicle market is a multi-dimensional explosion compared with the rapid growth of the traditional fuel vehicle field depending on the policy of halving the purchase tax. The changes in consumer psychology, the superimposed recovery of the export industry, and the effect of new cars have directly filled the steering rudder of the entire industry.

From January to June, the domestic retail sales of new energy passenger vehicles was 2.248 million, a year-on-year increase of 122.5%, which once shattered everyone's concerns about the trend of China's auto market in the second half of 2022.

Looking at the increasingly crazy BYD and Tesla, whose sales volume directly broke into the top ten, with a bunch of new energy car companies pointing directly to the hinterland of fuel vehicles, I dare not say that this year will become the yuan for Chinese car market owners to change their flags. year. But there is no doubt that new energy vehicle companies will become the core of the dominant market trend, which is the inevitable outcome.

Earlier this year, BYD President Wang Chuanfu said, "Last year, the development of new energy vehicles exceeded expectations, and the speed of future industry changes may be faster than expected." And gave a prediction, "According to the speed of industry changes last year, if It is a constant velocity calculation, and by the end of this year, it is expected that the penetration rate of new energy vehicles in my country will reach 35%.”

Facts have proved that this is not the confidence of Wang Chuanfu and BYD. In the past six months, BYD alone, its cumulative sales reached 641,350 units, a year-on-year increase of 314.90%.

And such a strong performance also means that BYD is now ahead of Tesla in one fell swoop, and has successfully won the "global new energy sales crown" halfway through. drive away

In this regard, who still looks down on new energy? Who is trapped in the existing dividends of the fuel vehicle market?

Those who are familiar with the general environment will say that with the accelerated evolution of the century-old world change and the century-old transformation of automobiles, and the superimposition of the dual-carbon goal, the sales of new energy passenger vehicles accounted for 24.0% of the total sales of passenger vehicles from January to June, which is already insufficient. Surprising. However, when new energy vehicles account for 39.8% of Chinese brand passenger cars, and Chinese car companies occupy nine of the top ten new energy sales lists, those realities that they do not want to admit have to be faced.

BMW, Mercedes-Benz and Audi have vowed to use China as a bridgehead for full implementation of electrification. Toyota, Honda and Nissan have successively launched their own pure electric models, which seems to be the most significant strategic performance of foreign brands in the past six months. Unfortunately, judging from the results, the remaining dividends in the fuel age are too fragrant. In the face of the rapid increase in the penetration rate of the new energy market, their response is not much stronger than "kouhai".

Therefore, in the past two months when the epidemic has eased, compared with the Japanese who are very happy with electrification, but have opened up and down, and compared with the Germans who are tied by existing interests, what we can see is also It's just that Chinese car companies are fighting each other and fighting each other. The crazy lineup between Weilai ES7, Ideal L9 and Wenjie M5, Euler Ballet cat and Smart#1 backed by Geely are secretly competing... so excited.

This is an era of rapid iteration, and all adherence to the rules of the game no longer works.

No matter how much you nostalgic about the past and feel the adrenaline emanating from fuel, the Chinese auto market in 2022 will be the year dominated by electrification, and it will be the same in the future. The changing trend in the past six months is just telling the outside world: Hey! You see, China will become a blessed place for the transformation of the auto industry, and Chinese auto companies are also growing into leaders who can influence the development of the industry one by one.

The rise of Chinese car companies is always inevitable

In all fairness, since the automotive chip industry is basically monopolized by major global suppliers such as Renesas, NXP, and Infineon, and superimposed on the repeated outbreaks of the global epidemic, the global automotive industry in the past two years has encountered unprecedented challenges.

After the rectification in the past few years, the biggest reason why China's auto industry can grow resiliently in 2021 and end the three-year downward trend since 2018 is that Chinese automakers are solving the epidemic crisis and maintaining zero. On the issue of the component supply chain, it has come up with extremely effective means.

But since then, we must also admit that as the new energy industry blossoms in China, Chinese car companies have become more and more skilled in controlling the market. The development logic that was once criticized by everyone has begun to be changed by the dawn of the new era, reshaping on.

According to the data released by the China Automobile Association, the sales volume of Chinese brand passenger cars in the first half of this year has reached 4.891 million units, a year-on-year increase of 16.5%. 47.2% of the real data, an increase of 5.3 percentage points over the same period last year.

When BYD topped the sales list with the wave of electrification, some people would think that it was a fluke. When the joint venture brand is still in the fuel vehicle market, it is still in the stage of powerlessness when it comes to electrification. BYD, which chooses to fully devote itself to the new energy market, is nothing more than eating up the dividends of the times.

But what is the real situation? From January to June, the cumulative sales of Changan Automobile, which sold about 629,200 vehicles, and Geely Automobile, which sold 613,800 vehicles, both showed a slight decline compared with the same period last year. It is true; the joint ventures headed by Beijing Hyundai and Yueda Kia gradually handed over The market share in their hands is also true.

One positive and one negative, it is foreseeable that Chinese car companies continue to erode the positions of existing joint venture brands.

After all, in the sales list released by the Passenger Federation, there is only one joint venture car company GAC Toyota, and the cumulative sales in the first half of the year achieved double-digit positive year-on-year growth. Among the top 15 sales, Chinese car companies occupy 6 seats. Among them, BYD Automobile and Changan ranked second and third respectively, and Geely Automobile ranked fifth.

I clearly remember that at the Guangzhou Auto Show last year, Feng Xingya, general manager of the group, firmly expressed to the outside world, "Since this year, the market share of independent brands has been increasing, and this phenomenon is not accidental." In 2025, the market share of self-owned brand cars will surpass that of joint venture brands, which is not an unattainable dream."

Right now, this time point is not far away. The madness of Chinese car companies is not weak at all, which is enough to show that in China's territory, the handover of the right to speak in the auto market is approaching. Even without considering the growth rate brought about by the development of new energy, independent brands will take advantage of the afterglow of the fuel era to compete with foreigners and wait for an opportunity to seize power.

Along the way, China's auto industry has been despised and scorned too much. Under the siege of joint venture brands, generations of young people have equated the word "domestic" with the word "low quality". Geely, Changan, Great Wall and other hottest Chinese car companies at the moment, without exception, were not killed by consumers in the low-profit market of less than 100,000.

Until today, many years later, the first half of 2022 has successfully witnessed the rise of Chinese brands. Behind the increasing market share is the strategic victory of Chinese car companies to seize the opportunity, overtake on the curve, or accelerate the catch-up process.

In the field of new energy, new forces mastering the key to transformation lead traditional Chinese car companies to accelerate integration with the development trend of the "new four modernizations", making joint venture brands feel like they are on pins and needles; in the traditional car market, targeting the appetite of the new generation of consumers, all Employees use the means they are good at to rewrite the entire market pattern in multiple dimensions.

"It takes courage to change people's hearts." The film "Green Book" dedicated this sentence to all those who find light in their destiny. In the face of everything that exists, what I want to say is that the era of scrutiny has passed, and Chinese car companies with the courage to revolutionize themselves will take this moment as a new starting point and start their journey again. Accelerate towards the established goal of 50% market share until it crosses.