AutoBeta(AutoBeta.net)08/10 Report--

According to the retail data of the Federation of passengers, sales of new energy passenger cars in the narrow sense were 641000 in July, up 31.9% from a year earlier, while sales fell 3.6% month-on-month to 3.725 million vehicles from January to July, up 36.3% from a year earlier.

Judging from the sales list of new energy manufacturers in July, the top 10 car companies in the list are BYD Automobile, GAC Ean, Geely Motor, Changan Automobile, SAIC General Motors Wuling, ideal Automobile, Tesla China, Great Wall Automobile, Xilai Automobile and Zero Motor. Compared with June, the ranking of car companies on the list changed significantly in July. Tesla fell from second in June to seventh in July, but it was the highest year-on-year growth in the list. In addition, although the ranking of SAIC GM Wuling rose from seventh to fifth, it was the only car company on the list that showed a year-on-year decline of 13.8 per cent.

According to the data, Tesla's sales in China in July 2023 were 31400, up 271.4 per cent from a year earlier, the highest year-on-year increase among the top 10 car companies, but down 57.7 per cent from the previous month (74212 in June). Sub-models, Model Y is 23632, Model 3 is 7791. As for the reason for the month-on-month decline, the industry believes that it may have something to do with Tesla China's sales overseas. As we all know, Tesla China's first month of each quarter is the export month, the rest of the new cars are mainly delivered to the domestic market. Data show that Tesla China exported 32862 vehicles in July.

SAIC GM Wuling sold 34800 vehicles in July, down 13.8 per cent from a year earlier, making it the biggest decline in the list. Cumulative sales in the first seven months of this year were 211900, down 14.7 per cent from a year earlier, and also the biggest decline on the list, with a market share of 5.7 per cent.

In March this year, SAIC GM Wuling launched Wuling colorful fruit, which became a popular style as soon as it was put on the market. Data show that in less than five months since the Wuling colorful fruit went on sale, the cumulative sales of Wuling colorful fruit has reached 81336, including 20064 in July, but Wuling colorful fruit alone has failed to bring growth to SAIC GM Wuling's overall sales.

Judging from the list, BYD remains firmly at the top of the list, with sales of 230900 vehicles in July, up 45.2 per cent from a year earlier. In second place is GAC Ean, with sales of 45000 vehicles, an increase of 79.9% over the same period last year, with sales exceeding 40, 000 for five consecutive months. By the end of July, GAC Ean had sold a total of 254400 vehicles this year, an increase of 98.9% over the same period last year, and 50.87% of the annual sales target of 500000 vehicles had been achieved. according to this calculation, in the next five months, GAC Ean needs to complete about 50, 000 per month to achieve its annual sales target. It should be noted that the monthly average level of GAC has stayed at around 45000 for three consecutive months, and the industry said that due to capacity constraints, GAC's growth has entered a bottleneck period.

In July this year, Haopin GT, the first production car under Ian's new energy brand, was officially launched, with a total of five new models with a price range of 21.99-339900 yuan. The data show that Haopin GT delivered 2011 vehicles in the first month, and the new car is expected to further boost Ian sales.

In the "Wei Xiaoli" camp, Xiaopeng is the only car company to fail the list. Data show that Xiaopeng's car sales in July were 11000, although it returned to the class of 10,000, but fell 4.5% year on year, at the same time, lagging far behind the ideal of year-on-year double growth. In July, ideal and Lulai both squeezed into the list, ranking sixth and ninth, respectively. Among them, ideal car sales were 34100, up 227.5 percent from the same period last year, second only to Tesla, with cumulative sales of 173300 vehicles this year, an increase of 144.6 percent over the same period last year. However, ideal car CEO Li would like to point out: "this quarter's production capacity is the only bottleneck, and there is no solution." Lulai sold 20500 cars, up 103.6% from a year earlier, and for the first time it delivered more than 20, 000 vehicles a month, with cumulative sales of 75000 vehicles this year, an increase of 23.2% over the same period last year.

The new force of second-tier carmaking, Zero cars, also made it into the top 10 of the list. since sales returned to 10,000 in May, Zero has sold more than 10,000 cars for three consecutive months, with sales of 14300 in July, up 19.0 percent from a year earlier, and 58800 in the previous July, down 8.1 percent from the same period last year. Fall out of the top 10.

In addition to the above-mentioned car companies, Geely Motor and Changan Automobile ranked third and fourth on the list, with sales of 38700 and 35200 respectively in July, up 25.9 per cent and 120.2 per cent respectively from a year earlier. In addition, Great Wall cars also grew, rising 159.9% in July from a year earlier to 26500 vehicles.

Overall, in July, a number of new energy car companies have varying degrees of growth. The Federation said that in July, a number of brands have launched a new round of price war, so that the "off-season is not light" in July into a boom in the car market, retail sales hit a new high for the second time this year.

After entering 2023, the pattern of new energy vehicle market has changed greatly. From the list sales analysis, the first July of this year's better performance is "BAT"industry specifically refers to BYD (B), Eian (A), Tesla (T)". During the year, the cumulative sales of BYD, Tesla China and GAC Ean were 1.3855 million, 325500 and 254400 respectively, of which the city accounted for 37.2% of the total. According to BYD's annual sales target of 3 million vehicles, BYD has achieved 46.18% of its annual sales target. At a press conference on the launch of BYD's 5 millionth new energy vehicle on the evening of August 9, Wang Chuanfu, chairman and president of BYD Co., Ltd., said that the penetration rate of new energy vehicles in the Chinese market is expected to exceed 60% by 2025. Chinese auto brands will increase their market share to 70% and achieve great-leap-forward development.

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