Quo Vadis, China: From bad to worse? Where German innovation leadership is heading in the biggest automotive market<\/h1>\n\n Munich, June 2022<\/span>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n \n\n\n \n \n\n I<\/span>\n n our recent viewpoint on NEVs in China we looked at China\u2019s vital first-mover advantages in battery cell production and charging infrastructure and how critical it is for German and other foreign OEMs not to rely on their previous and current success with ICE vehicles.<\/p>\n\n <\/div>\n\n \n\n <\/div>\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\tThere is no other way to put it: Chinese NEVs are leaving traditional German car brands far behind in the NEV sector, and not only in sales growth. Mainland customers are also giving Chinese NEVs rave reviews, as Berylls\u2019 Big Data research reveals.<\/p>
So, a swift reaction by German OEMs should be top of their CEOs\u2019 agendas, in order to win back customer approval for their electric models and compete more effectively with China\u2019s NEV start-ups. The following sales numbers in 2021 show the dramatically changing composition of China\u2019s NEV market:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\tInsight download and author information\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n \n \n \n\n\t Authors<\/h2> <\/div>\n \n \n \n Dr. Jan Burgard<\/p>\n
Berylls Group CEO<\/p>\n
jan.burgard@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Willy Wang<\/p>\n
Managing Director China<\/p>\n
willy.wang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Hongtao Wei<\/p>\n
Senior Associate<\/p>\n
hongtao.wei@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Lois Yang<\/p>\n
Lead Analyst<\/p>\n
lois.yang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n\n <\/div>\n\n <\/div>\n\n\n\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t- Xpeng sold 98,155 units, an increase of 275.2% YoY<\/li>
- NIO sold 91,429 NEVs, an increase of 109.1% YoY<\/li>
- Li Auto sold 90,491 NEVs, an increase of 177.4% YoY
<\/li><\/ul>In contrast:<\/p>
- VW Group delivered approximately 119,000 NEVs, an increase of 128% YoY (Nota bene: in 2021, the entire ID series sold 70,625 vehicles in China, missing the targeted 80,000 to 100,000 units)<\/li>
- BMW sold approximately 48,000 NEVs, an increase of 69.6% YoY<\/li>
- Mercedes-Benz\u2019s NEV sales performance in China last year was also not great. The company sold only 6,098 of its main NEV model EQC, while its recently introduced EQA and EQB models had total China sales of just 327 and 473 vehicles respectively<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t
NEV Sales in China \u2013 Chinese Startups vs. German OEMS<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t![\"220331_Quo](\"https:\/\/www.berylls.com\/wp-content\/uploads\/2022\/04\/220331_Quo-Vadis_Blog-1_FBTW.jpg\" "\\"220331_Quo")
\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
n our recent viewpoint on NEVs in China we looked at China\u2019s vital first-mover advantages in battery cell production and charging infrastructure and how critical it is for German and other foreign OEMs not to rely on their previous and current success with ICE vehicles.<\/p>\n\n <\/div>\n\n \n\n <\/div>\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
There is no other way to put it: Chinese NEVs are leaving traditional German car brands far behind in the NEV sector, and not only in sales growth. Mainland customers are also giving Chinese NEVs rave reviews, as Berylls\u2019 Big Data research reveals.<\/p>
So, a swift reaction by German OEMs should be top of their CEOs\u2019 agendas, in order to win back customer approval for their electric models and compete more effectively with China\u2019s NEV start-ups. The following sales numbers in 2021 show the dramatically changing composition of China\u2019s NEV market:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
Insight download and author information\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\n \n \n \n\n\t Authors<\/h2> <\/div>\n \n \n \n Dr. Jan Burgard<\/p>\n
Berylls Group CEO<\/p>\n
jan.burgard@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Willy Wang<\/p>\n
Managing Director China<\/p>\n
willy.wang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Hongtao Wei<\/p>\n
Senior Associate<\/p>\n
hongtao.wei@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Lois Yang<\/p>\n
Lead Analyst<\/p>\n
lois.yang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n\n <\/div>\n\n <\/div>\n\n\n\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t- Xpeng sold 98,155 units, an increase of 275.2% YoY<\/li>
- NIO sold 91,429 NEVs, an increase of 109.1% YoY<\/li>
- Li Auto sold 90,491 NEVs, an increase of 177.4% YoY
<\/li><\/ul>In contrast:<\/p>
- VW Group delivered approximately 119,000 NEVs, an increase of 128% YoY (Nota bene: in 2021, the entire ID series sold 70,625 vehicles in China, missing the targeted 80,000 to 100,000 units)<\/li>
- BMW sold approximately 48,000 NEVs, an increase of 69.6% YoY<\/li>
- Mercedes-Benz\u2019s NEV sales performance in China last year was also not great. The company sold only 6,098 of its main NEV model EQC, while its recently introduced EQA and EQB models had total China sales of just 327 and 473 vehicles respectively<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t
NEV Sales in China \u2013 Chinese Startups vs. German OEMS<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
Authors<\/h2> <\/div>\n \n \n \n Dr. Jan Burgard<\/p>\n
Berylls Group CEO<\/p>\n
jan.burgard@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Willy Wang<\/p>\n
Managing Director China<\/p>\n
willy.wang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Hongtao Wei<\/p>\n
Senior Associate<\/p>\n
hongtao.wei@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n Lois Yang<\/p>\n
Lead Analyst<\/p>\n
lois.yang@berylls.com<\/p>\n <\/div>\n
\n \n <\/div>\n <\/div>\n <\/div>\n <\/a>\n <\/div>\n\n <\/div>\n \n \n\n <\/div>\n\n <\/div>\n\n\n\n \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t- Xpeng sold 98,155 units, an increase of 275.2% YoY<\/li>
- NIO sold 91,429 NEVs, an increase of 109.1% YoY<\/li>
- Li Auto sold 90,491 NEVs, an increase of 177.4% YoY
<\/li><\/ul>In contrast:<\/p>
- VW Group delivered approximately 119,000 NEVs, an increase of 128% YoY (Nota bene: in 2021, the entire ID series sold 70,625 vehicles in China, missing the targeted 80,000 to 100,000 units)<\/li>
- BMW sold approximately 48,000 NEVs, an increase of 69.6% YoY<\/li>
- Mercedes-Benz\u2019s NEV sales performance in China last year was also not great. The company sold only 6,098 of its main NEV model EQC, while its recently introduced EQA and EQB models had total China sales of just 327 and 473 vehicles respectively<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t
NEV Sales in China \u2013 Chinese Startups vs. German OEMS<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t
Dr. Jan Burgard<\/p>\n
Berylls Group CEO<\/p>\n
jan.burgard@berylls.com<\/p>\n <\/div>\n
Willy Wang<\/p>\n
Managing Director China<\/p>\n
willy.wang@berylls.com<\/p>\n <\/div>\n
Hongtao Wei<\/p>\n
Senior Associate<\/p>\n
hongtao.wei@berylls.com<\/p>\n <\/div>\n
Lois Yang<\/p>\n
Lead Analyst<\/p>\n
lois.yang@berylls.com<\/p>\n <\/div>\n
- Xpeng sold 98,155 units, an increase of 275.2% YoY<\/li>
- NIO sold 91,429 NEVs, an increase of 109.1% YoY<\/li>
- Li Auto sold 90,491 NEVs, an increase of 177.4% YoY
<\/li><\/ul>In contrast:<\/p>
- VW Group delivered approximately 119,000 NEVs, an increase of 128% YoY (Nota bene: in 2021, the entire ID series sold 70,625 vehicles in China, missing the targeted 80,000 to 100,000 units)<\/li>
- BMW sold approximately 48,000 NEVs, an increase of 69.6% YoY<\/li>
- Mercedes-Benz\u2019s NEV sales performance in China last year was also not great. The company sold only 6,098 of its main NEV model EQC, while its recently introduced EQA and EQB models had total China sales of just 327 and 473 vehicles respectively<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t
NEV Sales in China \u2013 Chinese Startups vs. German OEMS<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t