In 2018, the global car market "fall" in the head, everyone is talking about "car market winter." Compared with the “hurricane and bitter rain” in the traditional fuel vehicle market, global new energy vehicle sales still maintain rapid growth. According to data released recently by the US EV Sales website, in December 2018, global electric vehicle sales (passenger cars) increased by 70% year-on-year to a record 286,000 units, which is the fourth consecutive month of sales by the end of 2018. new record. Thanks to this strong sales performance, global electric vehicle sales exceeded 20 million units in 2018, reaching 2.018 million units, a 65% increase from 2017, and the share of global auto sales also rose to 2.1%.
It is worth noting that in the last three quarters, the global electric vehicle sales have maintained a growth rate of more than 60%, especially in the last three months of last year, the growth rate remained at around 70%. If this year's growth rate is equal to 2018, then global electric vehicle sales are expected to reach 3.5 million in 2019, with a market share of 4%.
It is worth mentioning that in 2018, China's electric vehicle sales accounted for more than half of global sales. In addition, Chinese auto brands and Chinese electric models account for half of the global electric vehicle and brand sales list in 2018. It can be said that China has propped up the global electric vehicle market.
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According to the China Association of Automobile Manufacturers, in 2018, the production and sales volume of domestic new energy vehicles were 1.27 million and 1.256 million, respectively, up 59.9% and 61.7%. Among them, the production and sales of pure electric vehicles completed 986,000 and 984,000 respectively, an increase of 47.9% and 50.8% over the same period of the previous year. The production and sales of plug-in hybrid vehicles completed 283,000 and 271,000 respectively, an increase of 122% and 118% respectively over the same period of the previous year.
In 2018, the production and sales volume of China's pure electric passenger vehicles were 792,000 and 788,000, respectively, an increase of 65.8% and 68.4% over the same period of the previous year. The production and sales of plug-in hybrid passenger vehicles were 278,000 and 265,000, respectively, an increase of 143.3% and 139.6% over the same period of the previous year. In terms of proportion, in 2017, plug-in hybrid vehicles accounted for 18% of sales, and pure electrics accounted for 82%. By 2018, these two numbers have become 24.5% and 75.5%, respectively, and the proportion of plug-in hybrid vehicles has increased significantly. On the one hand, the surge in sales was due to the small base of plug-in hybrid vehicles, and a number of hot-selling hybrid models were launched in 2018; on the other hand, the impact of subsidies on subsidies was small.
From the model level, vehicles of Class A and above accounted for 44.4% of total sales of new energy vehicles, A0 vehicles accounted for 15.4%, and A00 vehicles accounted for 33.5%. The share of A00-class electric vehicles in China's electric vehicle market continued to decline. In 2017, this segment accounted for 54% of the total sales of new energy vehicles. As China's electric vehicle subsidies gradually decline, and new energy vehicles are gradually enriched, more and more consumers are beginning to buy electric vehicles with long driving range. Chinese consumers no longer buy electric mini-cars as “artifacts”, but instead start to buy new energy family cars. The consumption concept is becoming mature, and the new energy vehicle market is gradually shifting from policy-oriented to market-oriented.
In 2018, the top ten models of China's new energy passenger car sales list are: Beiqi New Energy EC Series, Chery eQ, BYD Qin Pro DM, BYD e5, Jianghuai iEV, Jiangling E200S, BYD Song DM 1.5T, BYD Don Hybrid, BYD Yuan, Roewe i6 1.0T EDU. Beiqi New Energy EC Series won the title of China New Energy Passenger Vehicle in 2018, with sales reaching 90,637 units, a year-on-year increase of 16.6%. Among the top 10 models, pure electric vehicles accounted for 60%, and plug-in hybrid models accounted for 40%. As the new energy models of multinational car companies are listed one after another during the year, it is not known whether the situation of independent brands will continue.