2024年5月新能源汽车行业月报

Industry Overview - The overall passenger car market sales in May were 1.702 million units, a year-on-year decrease of 3.1%, marking the fourth consecutive month of decline [4] - The new energy vehicle (NEV) market sales in May were approximately 784,000 units, a year-on-year increase of 39.9%, significantly outperforming the overall market [4] - NEV sales accounted for 46.1% of total passenger car sales in May, an increase of 14.2% compared to the same period last year [4] NEV Market Performance - Pure electric vehicle sales in May were approximately 483,000 units, a year-on-year increase of 26.7% and a month-on-month increase of 18.3% [6] - Plug-in hybrid vehicle sales in May were approximately 301,000 units, a year-on-year increase of 68.1% and a month-on-month increase of 13.7% [6] - The cumulative NEV sales from January to May 2024 reached 3.196 million units, a year-on-year increase of 39.9% [6] NEV Manufacturer Rankings - The top 10 NEV manufacturers accounted for approximately 70.0% of the market share in May, with BYD leading the market [9] - Tesla (China) surpassed SAIC-GM-Wuling to regain the second position, while NIO replaced JiKe in the top 10 [9] - BYD's cumulative sales from January to May reached 1.026 million units, with a market share of 32.1% [10] NEV Market by City - The top 10 cities accounted for 27.9% of NEV sales in May, with Hangzhou, Xi'an, and Guangzhou being the top three cities [12] - Xi'an replaced Zhengzhou in the top 10, with a NEV penetration rate of 66.2%, the highest among the top cities [12] - Personal users dominated the NEV market in the top 10 cities, with a share of 85.6% in Hangzhou [13] Pure Electric Vehicle Market - The top three segments in the pure electric vehicle market in May were B-SUV (16.4%), A-SUV (14.7%), and AO-class (13.6%) [15] - The market share of A-class vehicles decreased from 18.5% to 12.6% compared to the same period last year [15] - Personal users accounted for 83.3% of the pure electric vehicle market in May, a year-on-year increase of 47.6% [18] Pure Electric Vehicle Manufacturer Rankings - The top 10 pure electric vehicle manufacturers accounted for 71.9% of the market share in May, with BYD, Tesla (China), and SAIC-GM-Wuling leading the market [20] - Chery New Energy replaced SAIC Motor in the top 10 rankings [20] - BYD's cumulative pure electric vehicle sales from January to May reached 508,598 units, with a market share of 26.9% [21] Pure Electric Vehicle Model Rankings - The top 10 pure electric vehicle models accounted for 42.0% of the market share in May, with the Tesla Model Y (China) regaining the top position [23] - The cumulative sales of the Tesla Model Y (China) from January to May reached 168,549 units, with a market share of 8.9% [24] Industry Dynamics - GAC and Huawei announced a collaboration to develop a new intelligent driving model, with plans to launch the first vehicle in Q1 2025 [32] - Audi and SAIC Group signed a cooperation agreement to develop a new platform for luxury electric vehicles, with the first models expected to launch in 2025 [34] - BYD launched its fifth-generation DM hybrid technology, achieving a thermal efficiency of 46.06% and a fuel consumption of 2.9L per 100km [36] Policy Updates - The State Council issued the "2024-2025 Energy Conservation and Carbon Reduction Action Plan," aiming to increase the share of non-fossil energy consumption to 20% by 2025 [40] - Local policies in Jiangsu, Shandong, and Suzhou focus on promoting NEV development, including battery recycling and technological innovation [43] - Shenzhen, Jiangsu, and Hangzhou released plans to develop the hydrogen energy industry, with targets for hydrogen fuel cell vehicle adoption and infrastructure development [44]