2019年新能源汽车联合课题5发送版090042.pptx

Dynamic Research on the Development Trend of NEVs in Domestic and Foreign Markets;CONTENT;Part1 The NEV Market, May 2019;Market Overview;2019.1-5（unit）;Monthly Sales Volume of NEV PV（’0000 unit）;In 2019, the lack of individual demand led to a rapid decline in YOY GR of the NEV PV market.;Reason：1. Policy. The subsidy for some models was abolished and some models saw an increase in price due to subsidy reduction, which affected consumers’ purchasing decisions and led to a slowdown in NEV sales growth.;2. The individual demand has entered negative growth for three consecutive months due to the slowing economy and the weakening purchase power of cities without purchase and traffic restriction.;The GR of individual demand of both 2nd-tier and 3rd-tier city has dropped significantly since 2019 as they are more affected by the macro economy.;3. The price cut and stock clearing due to huge inventory pressure of CN V models as CN VI standard to be implemented, have affected the NEV sales.;Monthly Sales Volume (‘0000 units) and YOY GR of NEV PV by Fuel Type;Share;Seeing from the YOY GR of different segment market, that of B-segment is the highest while the GR of A00-segment continues to decrease to negative growth.;As in BEV market, A-segment BEV maintained a dominant position with above 50% market share, while that of A00 BEV kept falling.;A00 BEV YOY kept declining, resulting in falling share of A00-segment BEV market.;PHEV saw a year-on-year growth rate of 22.6% in May, but a 4.6% decrease of month-on-month growth rate.;In the aspect of PHEV, the pressure of the double credits policy has forced joint venture companies to enter the PHEV market in 2019, resulting in a significant increase in the share of PHEV JVs, with some leading JVs having a success rate of more than 10% in NEV credits. However, the vast majority of JVs are still facing a greater pressure of NEV credit points.;Change in the Competition Pattern of BEV Companies;The 2019 new models Ora R1 and JAC IEV6E in