【Commercial Vehicle Xinnet Original】
According to data from China Bus Statistical Information Network, in April 2024, domestic key bus companies sold a total of 3,339 new energy buses above 6 meters, a year-on-year increase of 56.32% and a month-on-month increase of 16.50%; In 1~4 months, domestic key bus companies sold a total of 9,983 new energy buses of more than 6 meters, a year-on-year increase of 15.09%.
In April, the market for new energy buses of more than 6 meters ushered in an all-round growth.
April: Yutong accounted for more than a quarter of the industry's year-on-year increase
In April, the overall sales volume of the new energy bus market above 6 meters increased significantly compared with the same period last year.
From the perspective of various enterprises, first of all, Yutong bus sales reached 900 magnitude, sales increased by 336 over the previous month, an increase of 635 over the same period last year, and the second place opened a sales gap of more than 200 vehicles. BYD sold 672 vehicles, an increase of 403 units from the previous month and 311 units from the same period last year, and a gap of more than 300 units with the third-place sales gap. Suzhou King Long sold 356 vehicles, an increase of 96 units from the previous month and an increase of 217 units from the same period last year.
Judging from the ranking, compared with March, Yutong Bus still maintained the first place and its performance was stable. BYD rose from third last month to second this month. Suzhou Golden Dragon rose from fourth last month to third this month. Ankai Bus landed eighth on this month's list.
The biggest increase in the ranking was Yangzhou Yaxing, which rose from tenth last month to fifth this month, a total of five places in the ranking.
From a year-on-year perspective, in April, the top 10 enterprises of new energy buses above 6 meters "7 liters and 3 drops", and 6 companies outperformed the industry. Among them, due to the low base in the same period last year, Nanjing Golden Dragon rose the most, with a year-on-year increase of 9300.00%. In addition, Ankai Bus, Yangzhou Yaxing, and Yutong Bus all increased by more than 200% year-on-year, and Suzhou Jinlong increased by more than 100%.
On a month-on-month basis, in April, new energy bus companies above 6 meters "6 liters and 4 drops", and 6 companies outperformed the industry. Among them, the largest increases were Nanjing Golden Dragon, BYD, and Yangzhou Yaxing, all of which rose by more than 100%.
From the perspective of market share, in April, the market share of Yutong bus was 27.94%, which has exceeded a quarter; BYD accounts for 20.13%, and is the only two companies with a market share of more than 20%. At the same time, the overall proportion of the top 2 is close to 50%, and the market concentration is extremely high.
1~4 months: 6 companies outperformed the industry in the sub-star airborne
In terms of cumulative sales, the stalemate competition between some enterprises continues.
Compared with the cumulative sales ranking in the first quarter, first of all, Foton Ouhui and Suzhou Golden Dragon ranked reversed, the former was third last month and fourth this month, and the latter was fourth last month and third this month. The same is true for Xiamen Golden Dragon and Xiamen Golden Brigade, the former is sixth last month and fifth this month, and the latter is fifth last month and sixth this month.
With the outstanding performance of monthly sales in April, Yangzhou Yaxing ranked seventh in the cumulative sales list, with a brilliant performance.
In terms of cumulative sales, Yutong bus sales exceeded 2,000, an increase of 1,050 over the same period last year, and the gap with the second place reached more than 800 vehicles. BYD sold 1,467 vehicles, an increase of 363 units over the same period last year, and the gap between BYD and the third place was more than 400 units. Suzhou King Long sold 1,017 vehicles, an increase of 509 units over the same period last year.
On a year-on-year basis, in the first 4 months, the top 10 new energy buses above 6 meters were "7 liters and 3 drops", and 6 companies outperformed the industry. Among them, Yangzhou Yaxing rose the most, with a year-on-year increase of 146.70%. In addition, Ankai Bus and Suzhou King Long also increased by more than 100% year-on-year.
From the perspective of market share, in 1~4 months, Yutong Bus accounted for 23.15%, and the share continued to grow compared with the first quarter. BYD accounted for 14.69%, and Suzhou Golden Dragon accounted for 10.19%. The top 3 accounted for more than 10%, and the advantages of the top enterprises are still expanding.
Overall, in April, the performance of the new energy bus market above 6 meters was very bright, not only the month-on-month data achieved positive growth, but also achieved positive growth, and the increase continued to expand on the basis of the first quarter. This is also the first time that the new energy bus market above 6 meters has achieved comprehensive growth since the beginning of this year. With the support of many factors such as favorable policies, with April as the node, the new energy bus market above 6 meters is picking up rapidly. Commercial vehicle news media will continue to pay attention and bring you the latest production and sales data analysis.