年国内外新能源汽车发展动态跟踪研究--英文.pptxVIP

Dynamic Research on the Development Trend of NEVs in Domestic and Foreign Markets; CONTENT;Part 1 NEV Market in Nov, 2019;Market Overview;Nov sales volume grew 32.3% from last month due to the year-end sales push in A00, A and B-BEV segments. The trend is expected to be continued in Dec;Major reasons for the double-digit YOY decline：;1. A00 vehicles price hike, coupled with a market downturn, led to weaker sales pushes than 2018 on the dealer’s side;Meanwhile, A00’s price hike was prevailing due to the reduction of government subsidies. Coupled with mounting pressure in the time-share rental business, A00 segment is facing sluggish demand;;2. PHEV sales volume continued to slide with deepened YOY decline;Retail Sales;The average terminal price of A00-BEV fell in Nov due to the rising proportion of lower-cost models of Baojun, while the other segments saw average price hike driven by new products. The transaction price of PHEV remained relatively stable;Market Segments;BEV： BEV market picked up MOM due to year-end sales push. However, the sales momentum was much weaker than that in the same period last year. Thus the YOY decline was expanding;Segment: A-BEV YOY GR turned positive due to year-end sales push, while B-BEV’s growth was attributed to Model 3. Except that, all the other segments saw deep slumps;A00-BEV: Several models have suspended production due to the reduction of government subsidy. With supply contraction and price hike, market demand slumped significantly;A0-BEV：The only segment that saw MOM dip was A0-BEV. The segment was dragged down by BYD products;A-BEV: A-BEV started year-end sales push in Nov due to the surge of demand in the ride-hailing market;By price range: BEV’s main selling price was still between 100k and 150k yuan;By segment, A00 and A0-BEV’s main selling prices were raised significantly;Range: By Nov, affected by the adjustment of subsidy policy, the driving range of BEV of all segments increased significantly;A0-BEV sales was rapidly