AutoBeta(AutoBeta.net)05/13 Report--

According to data from the Federation of passengers, retail sales of new energy passenger cars in China in April 2023 were 527000, up 85.6 percent from the same period last year, down 3.6 percent from the previous year, and the cumulative retail sales from January to April of 2023 were 1.843 million, up 35.9 percent from the same period last year.

According to the April sales list of new energy manufacturers compiled by Automotive Industry concern, compared with March, the ranking of the top 10 car companies in April has changed significantly, and all achieved year-on-year growth. The top 10 car companies in the list are BYD Automobile, Guangzhou Automobile Ean, Tesla China, SAIC GM Wuling, Geely Motor, ideal Automobile, Changan Automobile, Great Wall Automobile, Naga Automobile and SAIC Volkswagen, with the highest increase in Tesla China, with an increase of 2542.6% over the same period last year.

According to the data, Tesla delivered 39956 vehicles in China in April, up 2542.6% from a year earlier, ranking third on the list, with Model Y up 2687.5% year-on-year to 26760, compared with 960 Model Y sales in the same period last year. Model 3 increased by 2,290.6% year-on-year to 13196, compared with 552 in the same period last year.

BYD remained firmly at the top of the April ranking of retail sales, with retail sales of 193902 vehicles, up 85.1 per cent year-on-year and a market share of 36.8 per cent, making it the only car company on the list with a share of more than 35 per cent. In terms of car segments, Qin sold 42647 cars in April, topping the retail list of new energy cars, while Song sold 33007, topping the retail list of new energy SUV. In addition, there were 29961 dolphins, 14714 in Han, 28931 in yuan PLUS and 12246 in Tang. In the first four months of this year, BYD sold 702608 vehicles, an increase of 81.3 per cent year-on-year, which means that BYD has achieved 23.42 per cent of its annual target of 3 million vehicles.

The second place is GAC Ean, which was adjusted from third to second compared with March, delivering a total of 41012 vehicles in April, an increase of 220.1% over the same period last year, and judging from the sales performance in the first four months of this year, GAC Ean's pure electric market at the level of 10-200000 can be said to have directly opened the frenzy mode after 2023, with cumulative sales reaching 121320 vehicles in 2023, an increase of 110.3% over the same period last year. According to the plan, the annual sales target of GAC Ean is to guarantee 500000 vehicles and compete for 600000 vehicles, with a target growth rate of more than 84.5%. Based on 500000 vehicles, the completion rate of GAC Ean in the first 4 months is 24.26%, and it is expected that it is more likely to achieve the annual sales target.

SAIC GM Wuling rose 23.6% year-on-year to 33903 vehicles in April. According to the previous April, SAIC GM Wuling sold 111604 vehicles in April, down 15.9% from a year earlier, making it the car company with the highest decline on the list. SAIC-Volkswagen ranked 10th with 10038 vehicles, up 216.6% from a year earlier, but stretching the time to the first four months of this year, SAIC-Volkswagen has fallen out of the top 10.

Ideal car is the only car company in the "Wei Xiaoli" camp to make the top 10. It delivered 25681 new cars in April, an increase of 516.3% over the same period last year, setting a new monthly delivery record and delivering more than 20, 000 vehicles for two months in a row. By the end of April, a total of 78265 ideal cars had been delivered this year, an increase of 118.1% over the same period last year. Ideal Automobile Chairman and CEO Li Xiang said: "the ideal L7 achieved delivery of more than 10,000 in the first complete delivery month, and the ideal L7 is also the first Chinese brand to deliver more than 10,000 a month with a starting price of more than 300000 yuan." At the same time, ideal Automobile has achieved a leading market share in more than 300000 of the NEV market and more than 300000 of the SUV market (including fuel models) in the first quarter of 2023. " For comparison, Lulai delivered 6658 cars in April, up 31.2% from a year earlier, but down 35.85% from a month earlier, while Xiaopeng delivered 7079 cars, down 21.36% from a year earlier and a slight increase of 1.1% from a month earlier.

In April, Nawei cars also entered the top 10 with 11080 deliveries, an increase of 25.7% year-on-year and 9.8% month-on-month. Among the subdivided models, Naxi V delivered 4727 vehicles, Naxi U delivered 3821 vehicles, Naxi S delivered 2237 vehicles, and Nathan GT delivered 295 vehicles. But in the first four months, Nahu's cumulative sales fell 14% year-on-year to only 33529, second only to SAIC GM Wuling. In addition, Great Wall also performed well in April, with sales of 13729 vehicles, up 261.7 per cent from a year earlier, but cumulative sales in the first four months were still on a downward trend, down 10 per cent to 34665 vehicles.

Overall, in April, a number of new energy car companies have varying degrees of growth, but the growth rate has slowed down. The domestic retail penetration rate of new energy vehicles was 32.3% in April, up 6.6% from 25.7% in the same period last year, but the penetration rate of new energy vehicles in mainstream joint venture brands was only 4.4%, according to the federation of passengers. Data show that in April, the retail share of mainstream independent brands of new energy vehicles was 70.5%, while the share of joint venture brands of new energy vehicles was only 5.8%, down 0.2% from the same period last year. In other words, independent brands are still the focus of the new energy market. At the Shanghai International Auto Show held not long ago, almost all the independent brands exhibited their latest new energy products. As for the joint venture brand new energy vehicles, Cui Dongshu, secretary general of the joint venture, said: "among the mainstream joint venture brands, North and South Volkswagen takes the lead, accounting for more than 50% of the mainstream joint venture pure electric, while other joint ventures and luxury brands still need to be developed."

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