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According to data from the Federation of passengers, retail sales of new energy passenger vehicles in China in September 2023 were 746000, up 22.1 percent from the same period last year and 4.2 percent from the previous year. Retail sales from January to September in 2023 totaled 5.188 million vehicles, up 33.8 percent from the same period last year.

Judging from the sales list of new energy manufacturers in September, the top 10 car companies in the list are BYD Automobile, GAC Ean, Geely Automobile, Tesla China, Changan Automobile, SAIC GM Wuling, ideal Automobile, Great Wall Automobile, Zero running Automobile and Xilai Automobile. In the list, only Tesla China and SAIC GM Wuling showed a year-on-year decline, of which Tesla China was the brand with the highest decline, while other car companies showed a year-on-year rise.

According to the data, Tesla's sales in China in September 2023 were 43507, down 43.9% from the same period last year and 32.7% from the previous month, and the ranking also fell to fourth place from second in August. As for the reason for the decline in sales, Tesla officials had previously said that the main reason was that the factory had been upgraded and put into production of the new version of Model 3, so it had been suspended for a period of time. Among the subdivided models, there were 41428 Model Y and 2079 Model 3 in September.

On September 1st, the new Model 3 announced the pre-sale price, the new car standard continued version of the price is 259900 yuan, long-lasting version of the price is 295900 yuan. Compared with the old model, the price of the new standard continued version of Model 3 has been raised by 28000 yuan, while the price of the long-lasting version has been reduced by 36000 yuan. As a new model, the new car is mainly upgraded for appearance design, driving experience, cockpit interaction and safety.

SAIC GM Wuling sold 40329 vehicles in September, down 0.3 per cent from a year earlier, but extended to the previous September, the decline was larger, falling 11.6 per cent to 287444, with a market share of 5.5 per cent. In March, SAIC GM Wuling launched Wuling colorful fruit, which became popular as soon as it went on sale. It sold 19606 vehicles in September, surpassing Hongguang MINIEV (16146 in September). Hongguang MINIEV, as the main model of SAIC GM Wuling, has only hovered around 15000 in the past three months, which is a far cry from the monthly sales of 50, 000 vehicles at its peak.

The industry believes that the decline in Hongguang MINIEV sales is actually a microcosm of the rapid contraction of the A00 pure electricity market. Data show that in 2021, domestic sales of A00 class pure electric cars were 898500, accounting for 30.1% of new energy vehicle sales, accounting for the highest proportion. By 2022, the domestic new energy vehicle market will grow by 90% year on year, while A00 class electric vehicle sales will grow by only 21.5% year-on-year.

Back to the list, from the whole list, both the monthly list and the cumulative sales in the previous September, BYD is firmly at the top of the list. According to the data, BYD's sales rose 34.8 per cent year-on-year to 257736 vehicles in September and 63.5 per cent to 1884783 vehicles from January to September, with a market share of 36.3 per cent. However, according to BYD's annual sales target of 3 million, the completion rate of BYD was 62.83% by the end of September, meaning that BYD needs to meet its remaining sales target of nearly 37% in the remaining three months.

In second place was GAC Ean, which sold 51069 vehicles in September, up 70.1% from a year earlier to 357487 vehicles from January to September, up 93.3% from a year earlier. At present, GAC Ean's sales mainly come from two models: AION S and AION Y. in addition, Haopin GT, the first mass production car of Egan's new energy brand, has also been on the market in July. From its monthly sales volume during the year, GAC Ean sales show a monthly growth trend. According to the plan, GAC Ean's annual sales target is to guarantee 500000 vehicles and compete for 600000 vehicles, with a target growth rate of more than 84.5%, calculated on the basis of 500000 vehicles. In the first nine months of this year, the completion rate of GAC Eian was 71.5%, and it is expected that it is more likely to achieve the annual sales target.

In the "Wei Xiaoli" camp, Xiaopeng continued to fall off the list in September. Official figures show that 15310 Xiaopeng cars were delivered in September, an increase of 80.80 percent over the same period last year and 11.83 percent month-on-month, of which the Xiaopeng G6 delivered 8132 vehicles, with a cumulative delivery volume of about 19400. Xiaopeng Automobile said: "at present, Xiaopeng G6 production capacity has been significantly increased, and the next delivery process will be further accelerated." With the sale of the 2024 Xiaopeng G9, Xiaopeng Automobile is stepping up to improve the climbing speed of G9 production capacity and accelerate the delivery of orders on hand on the basis of the full preparation of pre-production and supply. "

This is the third month in a row that Xiaopeng has delivered more than 10,000 cars, but there is still an obvious gap between the ideal and the ideal, especially far from the ideal. In September, ideal cars delivered a total of 36060 vehicles, an increase of 212.72 percent over the same period last year, an increase of 3.28 percent over the previous month, setting a new high for a single month. This is also the reason why it has delivered more than 30,000 vehicles in a row since June, and delivered a total of 244225 new cars during the year, an increase of 180.95 percent over the same period last year. Whether monthly sales or annual sales, the growth rate of ideal cars is higher than that of other car companies. It should be noted that, driven by continued booming sales, the performance of ideal cars also improved significantly in the first half of the year. Data show that the net profit in the first half of this year was 3.223 billion yuan, filling in the cumulative losses of the previous three years.

Xilai also entered the top 10, but remained at the bottom, delivering 15641 vehicles in September, up 43.79 percent from the same period last year, but down 19.08 percent from the previous month. A total of 109993 vehicles were delivered during the year, up 33.43 percent from the same period last year.

In addition to the above-mentioned car companies, zero-running cars, a new force in second-line carmaking, also ranked ninth on the list with 15800 deliveries in September, an increase of 43.1 percent over the same period last year. A total of 151084 cars were delivered during the year, an increase of 61.7 percent over the same period last year, but failed to make the top 10 of the annual list.

Nezha fell out of the top 10 in September after official figures showed that it delivered 13211 vehicles in September, up 9.15% from a month earlier, but still down 26.63% from a year earlier. Cumulative delivery fell 18.6% year-on-year to 89327 vehicles, ranking at the bottom of the annual cumulative sales list.

In addition to the above-mentioned car companies, Geely and Changan ranked third and fifth on the list in September, with sales of 50954 and 40454 respectively, up 38.2 per cent and 76.5 per cent respectively from a year earlier. In addition, Great Wall Motor also grew, rising 120.2% year-on-year to 21077 vehicles in September, second only to ideal cars.

The domestic retail penetration rate of new energy vehicles was 36.9% in September, up 5.1% from a year earlier, according to the Federation of Carriage data. Among them, the penetration rate of new energy vehicles in independent brands was 59.4%, but the penetration rate of new energy vehicles in mainstream joint venture brands was only 6.2%. From the monthly domestic retail share analysis, the retail share of independent brand new energy vehicles is 72.1%, joint venture brand new energy vehicles is 5.8%, new power is 14%, while Tesla is only 5.8%, down 0.6% from the same period last year.

With the car market ushering in the "Golden Nine Silver Ten", in September, a number of new energy car companies have varying degrees of growth. Chen Shihua, deputy secretary general of the China Association of Automobile Manufacturers, said: "at the beginning of this year, we expected the annual production and sales of new energy vehicles to reach 9 million. At present, we need to complete an average of 900000 vehicles a month in the fourth quarter of this year, and the annual target can basically be achieved."

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