The slowdown in the year-on-year growth of global sales was mainly due to the decline in the growth rate of China's new energy vehicle market. In May, the year-on-year growth rate of China's new energy vehicle market fell to 1.8%. Meanwhile, the market slowdown also stems from the collective downturn of plug-in hybrid models. Compared with the same period last year, the sales of pure electric vehicles increased by 22% year-on-year, and the sales of plug-in hybrid models increased by only 12% year-on-year. In terms of power type, in May, the sales volume of pure electric vehicles has occupied 73% of the market share of the whole new energy passenger vehicles.
From January to may 2019, the global sales of new energy passenger vehicles totaled 841000, a year-on-year increase of 52%. In terms of penetration, in May, the market penetration of new energy passenger vehicles was 2.3%, higher than the overall 2.1% in 2019.
From the list of vehicle sales, there are many highlights, which are summarized as follows:
Tesla Model 3 is still among the best, ranking far ahead in cumulative sales in May and January may 2019.
BAIC new energy EU Series sales increased by 761% year-on-year, and 7079 vehicles were delivered in May. As a pure electric car with the highest sales volume in China, the annual cumulative sales volume surpassed that of Nissan leaf and entered the top 3.
BYD yuan EV sales fell one place this month, but the annual cumulative sales volume is still second only to Tesla Model 3.
Mitsubishi Outlander PHEV entered the top 10 sales volume in May. In terms of annual accumulation, it ranked seventh, only 239 units behind BYD Tang PHEV, which is the best-selling plug-in hybrid model of the year?
The main model of SAIC passenger car Roewe ei5 delivered 5488 vehicles in the same month, and the annual cumulative sales volume entered the top 10, advancing four places.
BMW 530e / Le sales reached a new high, with 4950 vehicles delivered in May, ranking 11th in the year. German brand models have recently made eye-catching performance, of which nearly 60% of the performance comes from the Chinese market.
The key points of the list of automobile enterprises are as follows:
Tesla and BYD are still highly competitive, more than double that of SAIC Group, which ranks third. In terms of annual accumulation, BYD temporarily leads with an advantage of 8000 vehicles.
BAIC new energy sold more than 9000 vehicles in May, and the annual cumulative sales volume is almost the same as that of Nissan, which ranks fifth.
Photovoltaic wind power is booming, and the demand for new energy vehicles slows down
BOCI pointed out that the domestic photovoltaic policy has been completed, the demand is about to start on a large scale, the overseas demand continues to boom, and the industry is expected to increase in volume and profit in 2019 and will continue to 2020; It is suggested to pay attention to Longji shares, Tongwei shares, central shares, Dongfang Risheng, Linyang energy, sunshine power, Chint electric, Jingsheng Electromechanical, Jiejia Weichuang, Maiwei shares, etc. The construction progress of domestic wind power stock projects is expected to accelerate, and the high growth of domestic demand can be expected from 2019 to 2020; It is suggested to pay attention to Riyue shares, Tianshun wind energy, Goldwind technology, etc.
In the second half of 2019, there is great pressure on the decline of subsidies for new energy vehicles. The middle reaches of the industrial chain may establish a profit bottom in the third quarter, and the double score policy may be adjusted; After 2020, the continuous growth brought by the general trend of global electrification highlights the long-term investment value of the new energy vehicle industry chain, and is optimistic about the investment opportunities of the midstream manufacturing leaders and upstream resource giants in the industry chain in the medium and long term; It is suggested to pay attention to Dover, Tianci materials, leading intelligence, Yinghe technology, GuoXuan high tech, Ningde times, Yiwei lithium energy, Xinwangda, dangsheng technology, Shanshan Co., Ltd., xinzhoubang, Enjie Co., Ltd., Xingyuan material, putailai, Ganfeng lithium industry, Tianqi lithium industry, Huayou cobalt industry, Hanrui cobalt industry, etc. State Grid proposes to speed up the construction of ubiquitous power Internet of things. It is suggested to pay attention to Nari and Minjiang hydropower, the leading targets leading the intelligent and information upgrading of power grid. At the same time, it is suggested to pay attention to Jinzhi technology, Linyang energy and Haixing power, such as electric energy collection and intelligent distribution network; In addition, it is suggested to continue to pay attention to the high-quality targets in the field of industrial control and low-voltage electrical appliances, such as meggitt, Hongfa, Chint electric appliance and Huichuan technology.