The 2023 transcripts of new energy vehicles are released! The penetration rate may reach 40% in 2024.
In 2023The strangulation of the automobile market has come to an end.
On the first day of 2024, various car companies announced the sales or delivery data in December 2023, and the results of last year were also announced. Among them,Achieve sales of 3.0244 million vehicles and successfully complete the annual target. The ideal is to break through the monthly delivery mark of 50,000 in the last month.
Behind the high-light performance of the above car companies, including Ai’ an,andAlthough the delivery volume of a number of car companies, including, has also achieved substantial growth, it failed to achieve the goals set at the beginning of the year as expected. And Nezha automobile even showed signs of falling behind.
For 2024, the industry expects that the wholesale volume of new energy vehicles will reach 11 million, with a net increase of 2.3 million, and the penetration rate will reach 40%.
Ride the dust
In the whole year of 2023, I almost rode the dust, and my performance dumped my opponent "several streets".
According to the data released by BYD on January 1, in December 2023, BYD’s new energy vehicle sales reached 341,000, continuing to refresh its monthly sales record, while its sales volume in the same period last year was 235,000. This new energy vehicle leader achieved a cumulative sales volume of 3,024,400 vehicles in 2023, a year-on-year increase of 62.3%, and successfully achieved the sales target of 3 million vehicles set at the beginning of the year.
In BYD’s sales model structure, the proportion of pure electricity is gradually increasing. Among the models sold in December, the sales volume of pure electric models was 190,800, and that of hybrid models was 149,400. The sales volume of pure electric models was about 40,000 more than that of hybrid models.
It should be noted that BYD’s domestic sales are not only stable, but also overseas sales are increasing month by month. The data shows that BYD sold a total of 36,100 new energy passenger cars overseas in December 2023, which is also the third consecutive month that BYD sold more than 30,000 new energy passenger cars overseas.
In October and November of 2023, its overseas sales were 30,500 and 30,600 respectively. In 2023, BYD’s overseas sales reached 242,800 units.
The bottleneck in Egypt is obvious.
Behind BYD, Ai ‘an and Ideal have formed the second echelon. According to the latest announcement made by Ai ‘an, it achieved a sales volume of 45,900 vehicles in the last month, and its cumulative sales volume in 2023 was in the early stage of 480,000 vehicles, up 77% year-on-year.
As early as the beginning of 2023, Ai ‘an set a sales target-"Strive to reach 500,000 vehicles and sprint towards 600,000 vehicles". Now it seems that the actual sales volume has not reached the target set at the beginning of the year.
In fact, the sales volume of Ai ‘an has stopped since May this year, and the monthly sales volume basically hovers between 40,000 and 50,000 vehicles. From October to November, the monthly sales volume dropped to 41,500 vehicles and 41,600 vehicles. In order to open up new markets, Ian also aims at the Southeast Asian market. However, it will take time to test whether the overseas expansion can go smoothly as scheduled and help break through the sales bottleneck.
The most eye-catching new car company this year is undoubtedly. Its published December delivery data shows that in December 2023, 50,400 new cars were delivered, a year-on-year increase of 137.1%. This is also the first time that the monthly delivery has exceeded the 50,000 mark, fulfilling the previous promise of CEO Li Xiang.
Prior to this, LI was once caught in a "bottleneck", with the delivery volume hovering around 40,000 vehicles for several months in a row, and its delivery target of 45,000 vehicles was not completed in November. According to the official statement, capacity limitation is the main reason why delivery is difficult to break through.
On the whole, it is ideal to deliver a total of 376,000 vehicles in 2023, an increase of 182.2%. Moreover, as of December 31st, 2023, LI has delivered more than 600,000 vehicles, making it the new power vehicle enterprise with the highest delivery volume.
It is reported that the ideal MEGA will be officially released on March 1 this year, and will be delivered upon release. Li Xiang publicly issued a document on January 1, saying, "The goal of challenging higher in 2024: 800,000 (annual delivery), 100,000 (monthly delivery), 30,000 (monthly delivery of single vehicle) and 2000 (high-speed+urban overcharging station)."
The third echelon "fight"
Behind Ai ‘an and his ideal, including, Zero Run, Tucki and others.Enterprises have formed the third echelon, and their sales volume is close to each other.
According to the published data, 18,000 new cars were delivered in December 2023, a year-on-year increase of 13.9%. Throughout the fourth quarter, Weilai delivered a total of 50,000 vehicles, which was higher than the previously announced delivery guidelines. Weilai delivered 160,000 vehicles in 2023, a year-on-year increase of 30.7%, but it was far from the sales target of 250,000 vehicles set at the beginning of the year.
After experiencing the "pain" of replacement in the first half of the year, Weilai’s sales volume gradually stabilized. At the same time, Weilai also received "blood transfusion" from Middle East capital twice in the second half of the year to prepare "ammunition" for the next market competition. Li Bin, chairman of Weilai, recently revealed to reporters that the competition for Weilai’s second brand to enter the mass market is fierce.
According to him, the second brand will be based on the family market, efficiency-oriented, and will not push too many models. "In the home market of more than 200,000 yuan, there is an opportunity to produce a single pure electric vehicle with a monthly sales of 50,000 to 60,000 vehicles." He predicted.
The delivery behind Weilai is. Its delivery data shows that in December 2023, Zero Run delivered a total of 18,600 vehicles, a year-on-year increase of 119%. The price reduction activities since the fourth quarter have obviously boosted the sales of zero-run. In October and November, the monthly delivery of zero-run vehicles has been maintained at more than 18,000 vehicles, and the monthly delivery record has been refreshed every month. On the whole, Zero Run delivered a total of 144,200 vehicles in 2023, a year-on-year increase of more than 29%.
Sales rebounded in recent months.In December, a total of 20,100 vehicles were delivered, up 78% year-on-year. In the fourth quarter, the cumulative delivery exceeded 60,000, up 171% year-on-year. In 2023, a total of 141,600 vehicles were delivered, which is far from the delivery target of 200,000 vehicles proposed at the beginning of the year.
The delivery data in December showed that the delivery volume in that month was 13,500 vehicles, up 18.9% year-on-year and 2.84% month-on-month. From the perspective of the whole year, the cumulative delivery of krypton reached 118,700 vehicles, a year-on-year increase of 65%. However, this company owned by Geely also failed to complete the sales target of 140,000 vehicles for the whole year.
The most embarrassing thing is Nezha Automobile, whose delivery volume declined precipitously in December, 2023, with a delivery volume of only 5,135 vehicles, and the situation is in jeopardy. This new car company, which was regarded as a "dark horse" in 2022, has gradually slowed down its delivery since the beginning of this year.
In 2023, Nezha Automobile delivered a total of 127,500 vehicles, which was almost half of its sales target of 250,000 set at the beginning of the year. Among the new car companies, Nezha has obviously fallen behind.
The delivery volume of the boundary continues to climb
At the time when the above-mentioned car companies are fighting fiercely with each other, the AITO industry has clearly stood out, and its delivery volume has continued to increase as expected. Following the delivery of 18,800 vehicles in November 2023, it exceeded the 20,000 mark for the first time this month, reaching 24,500 vehicles, an increase of 29.96% from the previous month. Among them, only the new M7 delivered 20,600 vehicles in December.
Previously, the new M7 accumulated a large number of orders. According to the previous official disclosure, the number of large orders exceeded 100,000 in two and a half months after the launch of this model. It can be predicted that the delivery volume of AITO will remain high. "The industry has been improving its delivery capacity, and the monthly delivery capacity is expected to reach 30,000 vehicles from 2024." Yu Chengdong, managing director of Huawei and chairman of BU, a smart car solution, said.
It is worth noting that the cumulative delivery volume of AITO in 2023 reached 94,400 vehicles, which also significantly exceeded its sales volume of 75,000 vehicles in 2022.
On December 28th, 2023, the M9, known as "the best SUV within 10 million", was unveiled, and the cumulative number of this model has exceeded 30,000 in seven days. Moreover, in 2024, it is planned to release and mass-produce M8 models, and at least four models will be on sale in the world. According to industry sources, the annual sales target of AITO in 2024 is set at 600,000 vehicles.
The delivery volume of Lantu cars bet by Dongfeng Group also continues to increase. According to its published data, the delivery volume in December 2023 exceeded 10,000 for the first time, a year-on-year increase of 479%. Before July this year, its monthly delivery was still below 3,500 vehicles. After entering August, its delivery volume increased month by month. In 2023, the sales volume of Lantu was 50,600 units, a year-on-year increase of 160%.
In addition to Lantu, the annual sales volume of Arctic Fox under BAIC is 30,000 vehicles, while that of Zhiji under SAIC is 38,300 vehicles, both of which are relatively backward.
The penetration rate may reach 40% in 2024.
Looking back, under the background of the withdrawal of the policy of halving the purchase tax on fuel vehicles and the end of subsidies at the end of 2022, the automobile market in China started weakly in 2023 and then continued to strengthen. With the joint promotion of export and new energy, the annual sales volume in 2023 will hit a record high.
Cui Dongshu, Secretary-General of the Association, predicts that the market growth of new energy vehicles is relatively optimistic in 2024. The wholesale of new energy passenger cars is expected to reach 11 million, with a net increase of 2.3 million, up 22% year-on-year, and the penetration rate reaches 40%. The new energy passenger cars maintain a strong growth momentum.
However, he also mentioned that the new energy vehicle market in 2024 will face certain structural pressure from demand groups. From the countryAccording to the data classification of rental, unit and private buyers, the scale of the current rental network contract market is close to temporary saturation, and the congestion pressure brought by the network car has increased, and the income has dropped significantly.
Moreover, according to the incremental changes of the retail data analysis technology line of the Federation, the growth rate of pure trams has slowed down obviously recently, and the growth rate of plug-in and hybrid vehicles is higher year-on-year, but the trend of plug-in and hybrid vehicles has slowed down obviously in recent months, so the growth of plug-in and hybrid vehicles in 2024 may be significantly slowed down; The growth of extended-range electric vehicles has accelerated obviously this year, but the scale is limited; Therefore, the new kinetic energy of new energy growth is insufficient.
Cui Dongshu also mentioned that from the perspective of industry benefits, it is difficult for enterprises lacking stable cash flow to grow continuously. At present, the development of new energy vehicles of traditional independent brand car companies is growing stronger. He also said that in addition to the head enterprises, new energy vehicles still face certain loss pressure, and it is difficult to continuously expand the scale of losing cars.
At the same time, many departments have recently issued documents such as Notice on Launching Intelligent Networked Vehicle Access and Road Access Pilot, and Guide for Self-driving Vehicle Transportation Safety Service (Trial), which put forward specific requirements for L3/L4 automatic driving access specification, clarified the responsibility of high-level intelligent driving accidents, and simultaneously started the selection of the first batch of enterprises. Moreover, domestic L3 test licenses of many car companies are also issued one after another.
existAnd Huawei, intelligent driving is in the process of rapid iteration. Many organizations believe that the automatic driving function may become a new demand for consumers to buy cars, and the intelligent driving function may become the winner of vehicle sales in the future.
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