On the first day of February, BYD announced its sales data for January as usual, and in January 2024, BYD sold 201,493 new energy vehicles, a year-on-year increase of 33.14%. At the same time, Geely also announced its own sales, with 213,000 units sold in January. This is the first time since BYD 2020 that the monthly sales have been surpassed by other domestic brands.
However, it is very interesting to dig deep into the data, according to the amount of insurance, BYD is about 210,000, Geely is about 170,000, and the data caliber seems to be obviously biased. BYD and Geely's dealers are estimated to have pressed the goods, but not much, especially BYD, which is even higher than the sales volume, which should be last month---- that is, in December 2023, because of the sales volume, some of the uninsured ones were counted first.
Although BYD fell to the first place, the data is quite solid, and the horror is the 1,600 vehicles looking up to the U8, And the sales of 5,200 units of the Formula Leopard 5 and 9,000 units of the Denza D9, looking up to the U8 with a landing price of more than 1.2 million cars, the monthly sales volume has actually reached 1,600 units, which means that it is no problem to exceed 10,000 units throughout the year, and it is not impossible to hit 20,000 units, if the annual sales of 20,000 units of U8 are really realized, it is more than 21 billion, which is really a milestone event, not only BYD, but even a major event in the development of Chinese automobiles, which really proves that Chinese cars or Chinese products are moving towards the high-end.
Of course, BYD is not as smooth sailing as in previous years, with sales of 3.02 million in 2023 and almost 10 times more than 400,000 sales in 2020, and now the speed is definitely going to slow down.
Huawei is too strong in the field of intelligent driving, and the world even said that the entire Thalys is growing with Huawei's halo and technical support, and now Wang Chuanfu also said that it is the second half of the electric car, to engage in intelligence, and Huawei's intelligent driving is improving every day, every day there are car owners who upload small folk videos that are impressed by Huawei's intelligent driving, who doesn't want this now, after all, human life is at stake!So 2024 is very critical for BYD, and it is even more critical for many car companies, especially the so-called new forces, and even the year of life and death.