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Tesla soared, and BYD plans to sell 4 million RMB a year.

2024-11-03 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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AutoBeta(AutoBeta.net)09/09 Report--

According to the latest retail data released by the Federation of passengers, sales in the domestic narrow passenger car market in August 2022 were 1.871 million, up 28.8 percent from the same period last year and 2.9 percent from the previous year, of which 530000 were new energy passenger vehicles, up 111.4 percent from the same period last year and down 9.0 percent from the previous month.

According to the statistics of the Federation of passengers, the top three new energy vehicle companies in August 2022 are BYD, SAIC GM Wuling and Geely, with sales of 168885, 36173 and 35567 respectively. Among them, BYD is the only new energy vehicle company with a retail volume of more than 100000 vehicles, with a market share of 31.9%. According to the list, a total of 14 car companies sold more than 10,000 new energy passenger vehicles in August, of which Cyrus exceeded 10,000 for the first time. Except Tesla and North-South Volkswagen, all the other brands in the list are domestic brands, of which Tesla's sales rose 167.8 per cent year-on-year to 34502 vehicles, FAW-Volkswagen increased 104.6 per cent to 12244 vehicles, and SAIC-Volkswagen increased 115.8 per cent to 10375 vehicles.

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Not surprisingly, BYD is the top seller of new energy vehicles. According to the data, BYD sold 168885 new energy passenger vehicles in August, up 210.5 percent from January to August, up 281.7 percent from January to August. BYD is expected to become the second car company to reach million sales this year. From the perspective of the specific model. In the BYD dynasty series, the sales of the Song, Qin, Han, Yuan and Tang families were 42500, 37500, 26000, 15100 and 10800 respectively. In the ocean series, 23300 dolphins and 8705 destroyers were sold. At the 2022 Chengdu Auto Show, BYD's third marine model, frigate 07, opened for pre-sale, with a new car pre-sale of 22-280000 yuan.

Prior to this, BYD Chairman Wang Chuanfu revealed on the conference call that BYD currently has more than 700000 orders on hand, and the delivery period of new car orders is 4-5 months. According to Wang Chuanfu, the total sales of new energy in the domestic market will reach 900 to 10 million in 2023, while BYD's total sales of new cars will exceed 4 million.

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Tesla sold 76965 vehicles wholesale in China in August, including 42463 for export and 34502 for domestic retail, including 3112 Model Y and 3390 Model 3, according to the Federation of passengers. According to previous reports, the renovation plan of Tesla's Shanghai Super Factory began in July, in which the second phase of the production line of Model Y was completed on July 16, while the first phase of the production line of Model 3 was completed on July 17 and August 7. According to the official website, the Model 3 is currently expected to be delivered in 6-10 weeks, while the Model Y rear-wheel drive version is expected to be delivered in 1-4 weeks. According to the plan, the models produced in the first two months of each quarter are mainly supplied to overseas markets, and only delivered to domestic consumers in the third month. Therefore, if nothing happens, Tesla's domestic delivery volume will soar in September.

Thanks to Huawei's blessing, Cyrus has sold more than 10,000 yuan a month for the first time. Data show that Selis sold 10045 vehicles in August, up 11191% from a year earlier, including 7323 for the M5 and 2668 for the M7. On Sept. 6, at Huawei's flagship summer product launch event, Huawei consumer business CEO and smart car solution BU CEO Yu Chengdong hosted and unveiled M5 EV, the first pure electric model of the AITO brand, which launched only two models, with a standard version priced at 288600 yuan and a performance version priced at 319800 yuan.

Cyrus uses Huawei technology to achieve high-end intelligent corner overtaking of new energy, but the intersecting model of the AITO brand is almost single-handedly built by Huawei, whether it is Huawei Hongmeng cockpit or Huawei Drive ONE pure electric drive platform, but also online and offline sales channels and core components, the success of AITO can not be separated from Huawei's support. Now or in the future, Cyrus has no reason to trust Huawei and deepen its relationship with Huawei.

FAW-Volkswagen and SAIC-Volkswagen are the only two joint venture brands on the list, with FAW-Volkswagen up 104.6 per cent year-on-year to 12244 and SAIC-Volkswagen up 115.8 per cent to 10375. At present, the performance of Volkswagen in the electric vehicle market is obviously better than that of other German and Japanese brands. It launched five new energy models ID.4X/ID.4CROZZ, ID.6X/ID.6CROZZ and ID.3 in 2021, which has obvious advantages compared with other electric vehicle products from oil to electricity. Figures show that ID.4X/ID.4CROZZ sales in August were 5730 and 4409, respectively.

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According to the ranking statistics of the "Tramway report," the performance of the new car-building forces in August is relatively stable, and many car companies have returned to the 10,000-car class, of which the highest is 16017, the highest is 12525 zero-running cars, the highest is 10677, and the number of Xiaopeng cars is 9578, while the ideal car is 4571, with sales halving month-on-month compared with the same period last year. At present, the ideal car is suffering from a brief crisis. It is about to launch the ideal L8 in November, and the ideal L8 is the replacement model of the ideal ONE. In order to promote the clearance of inventory, the ideal car is sold at the end market by 20, 000 yuan, which causes strong dissatisfaction between new and old car owners. To make matters worse, the ideal ONE is about to be discontinued after the replacement, which means that the ideal ONE, which has just been purchased, is about to become out of print, which will lead to a rapid depreciation of the ideal ONE in the used car market. At present, the incident of safeguarding the rights of car owners broke out in many places across the country, but the official of ideal Automobile has not responded to the incident.

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