New energy sales in 2023: the inflection point has passed, and no one doubts it
Tender green buds are born in winter.
Time doesn't turn back, just as it's hard to reverse a trend. "New energy" has been particularly dazzling in 2023, and almost no one will doubt the popularity of new energy anymore. The inflection point has passed, and new energy vehicles will continue to develop.
Then, standing at the turn of the old and the new, some sales results can be written down to remember.
BYD exceeded 3 million
In 2023, this is BYD's highlight moment.
Around March, Wang Chuanfu once said, "In 2023, BYD will sell 3 million vehicles." In the end, he got his wish and set a record.
The sprint in the last two months was thrilling, standing at a new height of 300,000 units, especially in December, when sales reached 340,000 units.
There are two points that need more attention: 1. The high-end process is beginning to emerge. In December, Formula Leopard sold 5,086 units, Denza sold more than 10,000 units per month, and Yangwang U8 sold 1,593 units.
In 2024, BYD will encounter two challenges: 1. The product update of the joint venture brand is slow, but the product promotion of the independent brands is very fast, especially in the technology of hybrid and pure electric vehicles, there is almost no "generation gap", which tests the channel sales ability even more; 2. How to set the sales target in 2024? The domestic market is very volatile, and it is good to be able to maintain it, and the "increment" may have to rely on the overseas market.
By the way, in 2023, Tesla sold 1.81 million units in the global market, reaching the target set at the beginning of the year.
Chinese brands of new energy go overseas, with huge potential opportunities, and Tesla can be used as a sales anchor. However, the resistance and difficulty lie in the fact that the penetration rate of new energy in foreign markets is still relatively low and is in the initial stage of development, and there are some unpredictable policy risks.
In short, going to sea requires courage and enough wisdom.
Ideal to reach the top, NIO and Xiaopeng have their own situations
The ideal year of 2023 will be smooth sailing. It's as if all its twists and turns have been experienced in 2022, and the road to "harvesting" has started in 2023.
In the end, Ideal completed its own transcendence, with annual sales of 376,000 units, a year-on-year increase of 182%, and in the last month of 2023, monthly sales exceeded 50,000 units.
In 2024, the ideal confidence is more sufficient, in addition to the L series of range extenders, there are also M series of pure electric vehicles, 600,000 units may be its bottom line, and the target in 2024 may be 800,000 units. If everything goes as planned, then Ideal has really become a "mainstream car company".
MEGA is the first card, and now it has been delayed to March, so whether it can become an instant hit, ride a donkey and look at the ledger, and wait and see.
In 2023, NIO delivered 160,000 vehicles.
It stands to reason that 2023 should be a "big year for products" for NIO, and the products of the NT2.0 platform should be worth looking forward to.
However, NIO's 2023 will be a little faltering. In the first half of the year, it was solving one thing, that is, the title of "Wei 10,000". It seems that no matter how much you increase the number of products, the total monthly sales can only hover around 10,000 units.
In June, NIO made the decision to adjust the price, stripping some rights and interests, and lowering the guide price by 30,000 yuan. Sure enough, price was the "catalyst", and NIO's sales in the following month were activated, standing at a new height of 20,000 units.
However, after that, it collapsed again, and the sales volume fluctuated around 15,000 units. In December, 18,000 units were delivered, which is also a good finish.
In 2024, there are two expectations for NIO: 1. What expectations will the Alps brand bring us, especially what kind of pricing?2. The technology carried by the ET9 is quite competitive and can boost confidence, but how can other products be decentralized?
In 2023, Xpeng will deliver 140,000 vehicles. After a waterloo at the end of 2022, the 2023 adjustment has paid off.
Xpeng's crisis comes from the failure of the G9 model to be launched. SKU confusion and pricing missteps are just the surface, and the subsequent monstrous war of words is the most terrifying. In fact, the opportunity vacated by G9 happened to be seized by Li Auto, and they relied on L8 and L7 to reverse the trend of public opinion.
In 2023, the theme word of Xpeng Motors is "scraping bones to heal wounds". On the one hand, He Xiaopeng came to the front desk, and on the other hand, the organizational structure and the invitation of Wang Fengying to join all contributed to a series of changes later.
First, Xpeng G6 entered the market at a low price, and then the new Xpeng G9 was launched, and the follow-up cooperation with Volkswagen and Didi pushed Xpeng Motors to a new height.
In December, Xpeng Motors once again stood at the height of 20,000 deliveries, leaving more confidence in the sprint in 2024.
The world of questions is rising, and Xiaomi is also coming
In 2023, the one who cries first and then laughs is definitely the questioning world.
Recall carefully, today's question world does occupy an absolute advantage in public opinion, but in the first half of 2023, the question world is almost invisible. Why? The old M7 did not open the market, and in the first half of the year, the company did not even dare to send deliveries.
However, the turnaround was not long in coming. The Mate 60 shines, and the key is that the chip is very ambitious. That is Huawei's self-developed chip that has been precipitated for several years and broken through the blockade. Far ahead, it has become a popular advertising slogan. At this time, the new Wenjie M7 came, not only the price is very competitive, but also the AEB function is very perceptive, so the order continues to set records.
For the whole year of 2023, a total of 94,400 vehicles were delivered. In 2024, the spring of the question world may be even more brilliant, and the M9 has just been launched, pulling up to the 500,000 price market. It is said that the new M5 will also come, and the M8 will help it, and the annual sales target is set at 600,000 units.
Needless to say, I hope that the world can create miracles.
At the end of 2023, there is another big event, Xiaomi SU7 was unveiled, and Lei Jun spent a lot of effort to introduce a lot of product information of Xiaomi SU7.
There is always a lot of controversy about Xiaomi's car. Of course, this is definitely a good thing for a new car company, because there is attention, there is topicality.
At the moment, the biggest suspense is, how much does the Xiaomi SU7 sell for?
However, there is one thing to say, this time to build a car, Xiaomi chose a completely different path from Huawei. Huawei does not build cars by itself, but Xiaomi has to invest heavily in various assets. In addition to Lei Jun's own obsession, perhaps, there are two other reasons:
1. Cars are different from mobile phones, and they need to take manufacturing capabilities into their own hands, so the heavy assets are heavy assets, and Xiaomi dares to invest 10 billion US dollars in 10 years;
2. Xiaomi hopes to open up the ecology of people, cars, and homes, but it does lack the link of cars. This puzzle piece was very discreet, and Xiaomi decided to do it herself.
The "second generation of cars" are decent
The new forces are called "entrepreneurship", and the traditional car companies are called "transformation". One way of transformation is to enter the market with the new identity of "the second generation of cars", so that there is no burden of the old brand.
Let's talk about Geely Automobile first, in 2024, its strategy will be clearer, and on the track of new energy, there will be a troika of "Galaxy series, Lynk & Co, and Zeekr".
In December, Geely Galaxy sold 12,000 units. This result, this speed, has been quite successful. Lynk & Co is mainly focused on hybrid models, and its latest masterpiece, the Lynk & Co 08 EM-P, also sold 10,055 units in December.
ZEEKR has been deeply cultivated for a long time, and 13,000 vehicles were delivered in December. And in 2023, 118,700 units were delivered for the whole year, a year-on-year increase of 65%. At present, ZEEKR 007 has been listed, all 800V, and the starting price has come to the early 200,000s, which should affect the status of Tesla Model 3.
The "troika", there are still many new cars to be launched in 2024, and the expectations have been full.
Changan Automobile also has considerable potential. The "second generation of the car" includes Deep Blue Automobile, AVATAR, and the Qiyuan series, which has begun to be laid out.
In December, Deep Blue delivered 18,000 vehicles, and a total of 137,000 vehicles were delivered for the year. The secret of Deep Blue's best-selling is very simple, increase the range extension version, lower the price, cover more potential users, and the sales will rise.
AVATR delivered 6,106 vehicles in December, and the latest product, AVATR 12, accounted for 2,004 units. Different brands, different missions, AVATR has to compete for more than 300,000 luxury brand market, brand building slowly, slowly soaring.
Looking back on 2023, there are still two "second-generation cars" worth paying attention to. One is Lantu and the other is Zhiji.
The transformation of VOYAH in 2023 is also obvious, first in terms of products, dare to fight a "price war", and then actively make updates, and the ability to drive intelligently has not been left behind. For the whole year, a total of 50,552 vehicles were sold, a year-on-year increase of 160%.
It should be noted that since reaching 3,000 units in May, VOYAH has continued to maintain positive month-on-month growth, exceeding 10,000 units in December. Next year, if the VOYAH Chasing Light PHEV can be officially launched, it is expected that sales will be able to reach a new level.
Zhiji's experience is also quite ups and downs. Zhiji L7 and LS7 did not really open sales, and the pressure was put on LS6. Fortunately, LS6 withstood the pressure and still focused on the price, and the lethality was very strong. The results were also encouraging, with 10,412 units delivered in December, while the LS6 accounted for 9,878 units.
The sales channel is gradually building a mature one, and perhaps, we can also see a faster growth of Zhiji Automobile.
Write at the end
In a hurry, but not necessarily in a hurry.
2023 is already in the past, and the inflection point of new energy may have passed. In 2024, why hesitate to go, what we should insist on is "focusing" and running with all our might.
Follow the trend and act positively, so as not to be thrown into the gutter in the "knockout round".
The author of this article is Kick Car Gang Xibei