The recent dispute between Russia and Ukraine has become a continuous variable this year, with short-term changes in the macro and long-term energy policy and supply chain management becoming an ongoing topic. In February, the sales of new energy vehicles in Europe remained stable, and from the gradient point of view, Germany remained in the first echelon with sales of nearly 50,000 units; the second and third were France and the United Kingdom; and Sweden was also more than 10,000 units. In the short term, it is difficult for the sales of new energy vehicles in other European countries to change, and it is expected that the growth rate of new energy vehicles in Europe will gradually slow down under the condition of high penetration rate in 2022.
Figure 1 Sales of new energy vehicles in major European countries in February
Part 1: Macro Trends
I put the monthly sales of new energy vehicles in major European countries in 2021 and the amount up to date in 2022 together, the good news is that most countries have good year-on-year data, but it can also be seen that there is a very obvious platform effect here, at least in the first two months of this year, it is difficult for the major countries we tracked to rise on the basis of the previous Q4.
Figure 2 Sales trend of new energy vehicles in major European countries from 2021 to 2022
If you pull out the data of the past four months, you can see that the decline is still more obvious compared with the amount of November-December last year and the amount of January-February of this year. The macro environment that auto companies need to deal with is more complex, and supply chain disruptions are not only chip supply problems (chip shortages are still continuing in 2022), but also other disruptors.
Figure 3 The difference between the last two months of 2021 and the first two months of 2022
Europe's pure electric vehicles and plug-in hybrid models are still in a relatively balanced state, except for Norway, most countries are in a comparable state, of which Germany and France are pure electric vehicles sales are slightly more. With the global increase in battery prices, plug-in hybrids will still exist for a long time.
Figure 4 Comparison of sales of pure electric and plug-in hybrid models in major European countries in February
Part 2: Vehicle type specifics
Among the major European countries in February, the sales of pure electric models in Norway, Sweden, the Netherlands, Italy, Spain, Switzerland and Denmark judged from the brand rankings, kia and Hyundai ranked first and third, respectively, and Tesla ranked second.
Table 1 Ranking of pure electric models with data available in major European countries in February (by brand)
As for the specific models, in fact, the largest sales volume of pure electric vehicle models in February (data available) in these countries is currently only 711 units of Kia Niro, a large number of Tesla cars are waiting for delivery in the sea, and the Data in February is still in a relatively early stage of the same level, and we will continue to track it in the future.
Figure 5 Ranking of model sales in Europe's larger markets, data are currently available
Figure | network and related screenshots
About author:Zhu Yulong, senior electric vehicle three-electric system and automotive electronics engineer, author of "Automotive Electronics Hardware Design".
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