At the beginning of 2024, the new energy vehicle market is like being hit by cold air.。According to the Federation's comprehensive estimates, wholesale sales of new energy passenger car manufacturers in January 2024 were 700,000 units, up 80% year-on-year, but down 37% from the previous month.。

The Federation said that the gradual accumulation of new energy inventories in the fourth quarter of 2023 supported January 2024 sales as there was no year-end clearance effect from the withdrawal of subsidies.。However, since mid-January, the rebound in new energy retail has been extremely slow, especially for the short and medium-range models of pure electric vehicles.。

The Federation also mentioned that the market advantages of new energy leaders have continued to expand recently, and market differentiation has intensified.。According to the data compiled by the Federation, the national passenger car market in December 2023 new energy sales of more than 21 manufacturers wholesale sales, accounting for 92 of the total monthly sales of new energy passenger cars..4%, these companies are expected to sell 650,000 vehicles in January, and according to last month's structural share forecast, the country's new energy passenger car sales in January were 700,000 vehicles.。

BYD, Tesla both fell month-on-month.

BYD sold 201,493 units in January, up 33 from a year earlier, according to official data..9%, down 40.9%, down nearly 140,000 vehicles from December。

BYD's mid-to-high-end series performed more steadily in January。In January, Formula Leopard sold 5,203 vehicles, up slightly from the previous month, while high-end brands sold 1,652 vehicles, up from the previous month.。Both brands will officially open for delivery in November 2023.。

Dengshi, a joint venture brand between BYD and Mercedes-Benz, sold a total of 9,068 vehicles in January, up 40.8%, down 23.98%。It is worth mentioning that in 2024, the Tengshi brand is expected to have three flagship models on the market, and there is room for upward sales.。

In terms of overseas exports, BYD exported a total of 36,174 passenger cars in January, up 247 from a year earlier..5%。

Despite the overall month-on-month decline, BYD remains firmly in first place and is absolutely crushing its rivals behind it.。

Behind BYD is Tesla China。According to the Federation of Passengers, Tesla China's wholesale sales in January were 71,447 vehicles, up 8% year-on-year and down 24% month-on-month..1%。

Earlier, it was reported that Tesla plans to start producing a new electric car code-named "Redwood" in mid-2025, which will be cheaper than Tesla's lowest-priced Model 3.。

At last week's earnings call, Tesla confirmed that it was preparing to produce a new electric car.。Tesla CEO Elon Musk said: "We have made a lot of progress on the next generation of low-cost vehicles.。He mentioned that Tesla currently plans to start production sometime in the second half of 2025, but other than that Musk did not disclose more information.。

Since 2024, Tesla has continued last year's "price-for-volume" strategy, with several price cuts in China, Europe and other markets.。

On January 12, Tesla China announced price cuts for Model 3 and Model Y, with Model 3 price cuts ranging from 4% to 6% and Model Y between 2% and 3%.。Earlier this week, Tesla announced that it would get an $8,000 cash cut for the Model Y.。In Europe, Tesla's price cuts are bigger。In mid-January, Tesla announced that it would cut the price of the German Model Y by 8% to 9%.。

Wei Xiaoli: Ideal still leads, Xiaopeng monthly delivery falls below 10,000 vehicles

● Ideally

In January 2024, Ideal delivered a total of 31,165 new cars, an increase of 105.8%, down 38.1%。Cumulative Ideal Car deliveries since delivery reached 664,529。

According to the ideal official news, this year will be the ideal new product "outbreak year"。In March this year, Ideal's home technology flagship MPV - Ideal MEGA will be listed and delivered。In addition, the ideal L7, the ideal L8 and the ideal L9 will also usher in the 2024 model year。In this case, Ideal Auto CEO Li Xiang said that Ideal will challenge the annual delivery of 800,000 vehicles this year to achieve the goal of being the number one luxury car brand in the Chinese market.。

As the Spring Festival holiday approaches, Ideal said that from February 9th to 17th, more than 330 overcharge stations will be opened to provide free charging services for owners of Ideal cars, including service charges and electricity charges.。

● Wei Lai

In January 2024, NIO's delivery data barely remained above the "10,000-car mark."。According to official data from Weilai, a total of 10,055 new cars were delivered in January, up 18 from a year earlier..2%, down 44.2%。To date, NIO has delivered a total of 459,649 new vehicles.。

Weilai also said that Weilai's Spring Festival service guarantee work will be officially opened.。During the period from February 8 to 18, Weilai users (including users without power exchange rights and interests) can enjoy free service fees for power exchange in 769 highway power exchange stations nationwide.。

It is worth mentioning that, due to the more volatile delivery data in the second half of last year, Weilai set a very conservative target for this year, with a full-year sales target of 230,000 vehicles, 1 less than the 2023 target..50,000 vehicles。In contrast, Xiaopeng's target for this year is 280,000 vehicles, a big improvement over last year's 200,000 vehicles, and the ideal delivery data in 2023 "all the way up," this year is given a delivery target of 800,000 vehicles, a significant increase over last year's 300,000 vehicles.。

Moreover, NIO's target of 230,000 vehicles is not only lower than ideal, Xiaopeng, but also at the end of a new force in car building.。Weilai is so "not confident," whether it has "self-knowledge" or hidden strength, let us wait and see。

● Xiao Peng

In January, Xiaopeng was the worst performer among "Wei Xiaoli"。Xiaopeng also delivered more than 20,000 vehicles last month, and this month's sales fell directly below 10,000.。

According to official data, Xiaopeng Motors delivered 8,250 new cars in January, up 58% year-on-year and down 59% from the previous month.。Among them, Xiaopeng X9 has started large-scale delivery in more than 100 cities across the country, with a total delivery of 2,478 units, of which the Max version is nearly 70%.。

Xiaopeng X9 was officially listed on January 1 this year。As Xiaopeng's latest pure electric MPV, Xiaopeng X9 will be listed in March with the ideal MEGA "fight."。

Although two highly anticipated new cars are about to meet, the founders of the two automakers have been very friendly.。The day before the upcoming launch of the Xiaopeng X9, Li wanted to repost the relevant promotional copy of the Xiaopeng X9 on Weibo with a caption saying, "I wish the Xiaopeng X9 a successful sale."。

Although both cars are pure electric MPV, there is still a big gap between the two in terms of price。Xiaopeng X9 is priced at 35.980,000 to 41.980,000 yuan, while the ideal MEGA is expected to sell for between 500,000 and 600,000 yuan.。However, in the automotive market, low-end cars are the most price sensitive, and once the price rises to the high-end market, the price sensitivity will decrease slightly.。So the two are likely to get caught up in the same wave of customers.。In addition, the price range of Xiaopeng X9 will also "coincide" with the prices of a number of cars owned by Weilai.。This means that this year we will see a further escalation of competition among the three "Wei Xiaoli" companies.。

"Big dark horse" AITO momentum unabated, which zha back to more than 10,000 vehicles

The "big dark horse" AITO, which ran out in the fourth quarter of last year, still performed very well in January this year.。

According to the data, in January 2024, AITO delivered 32,973 new cars, an increase of 34.76%, year-on-year growth is a staggering 637%。In January, there were 24 days to achieve a single-day delivery of thousands, and thus for the first time become the Chinese market new power brand monthly sales champion.。

In the whole AITO series, the delivery data of the M7 in January was 31,253 vehicles, the first monthly delivery of more than 30,000 vehicles, but also the first time to win the new forces monthly sales champion, it can be said that the M7 with its own strength to pull up the entire AITO sales growth。According to AITO officials, since its launch in September 2023, the new M7 has now accumulated more than 140,000 vehicles.。

In addition, although the M9, which went on sale at the end of 2023, has not yet been delivered in large quantities, it is expected to have more than 30,000 units, which is also expected to support the next sales of AITO.。

Among the new forces in car manufacturing, Nezha Auto was one of the few car companies that achieved growth in January on a year-on-year basis.。In January, Nezha delivered a total of 10,032 new vehicles, up 67% year-on-year and 95% month-on-month, returning to more than 10,000 vehicles.。Last month, Nezha delivered just over 5,000 cars, leaving one to sweat over its development。Fortunately, at the beginning of this year, which "stabilized," although the delivery value is still some distance from the peak period, but somehow it stopped falling back up.。

It is worth mentioning that in January, Nezha Automobile officially settled its third overseas factory in Malaysia.。In 2024, Nezha Auto's globalization strategy will accelerate the adoption of an innovative trade + localized manufacturing model, Nezha Auto said.。

In terms of zero-run vehicles, a total of 12,277 units were delivered in January, up 634% year-on-year and down 34% from the previous month.。In addition, the zero run revealed that the pre-sale zero run C10 just opened on January 10 this year, and the current booking volume has exceeded 23,500 units.。

Zero run official said, looking forward to the new year, in the face of user demand upgrade, zero run will launch equipped with zero run LEAP3.0 series of new models of technology。

The overall performance of the "national team" is more stable, with sales of smart cars halving.

As a brand-new pure electric brand of Changan Automobile, Deep Blue Automobile started the year with a more stable performance.。According to official data, a total of 17,042 deep blue cars were delivered in January, up 177% year-on-year and down only slightly by about 7% month-on-month.。

At present, the dark blue brand has launched two models, the dark blue SL03 and the dark blue S7, aiming at the medium-sized sedan and medium-sized SUV markets respectively。By the end of 2023, the cumulative delivery of Deep Blue SL03 exceeded 100,000, and the cumulative delivery of Deep Blue S7 exceeded 50,000.。

2024 will also be the product year of Deep Blue cars, and on January 11, Deep Blue G318 was unveiled on the official announcement.。According to Deep Blue Auto CEO Deng Chenghao, Deep Blue will also create 2 to 3 explosive products in 2024.。Deng Chenghao said that by 2024, Deep Blue aims to sell 450,000 vehicles worldwide.。

In January, Geely's high-end car brand Extreme Krypton delivered a total of 12,537 new cars, up 302% year-on-year and down about 7% month-on-month.。

It is worth noting that, according to Lin Jinwen, vice president of polar krypton, the polar krypton 007, which was just delivered on January 1 this year, has more than 10,000 large orders as of January 17, and is expected to exceed 2 by the end of this month..50,000。He also said that it is expected to deliver 5,000 units this month - around 6,000, with subsequent capacity increasing rapidly month by month.。

Lin Jinwen also said that the goal of polar krypton in 2024 is to achieve annual sales of 230,000 and become the number one sales of more than 200,000 Chinese pure electric brands.。He believes that by this standard, the Chinese brands currently in front of the extreme krypton are Weilai and Xiaopeng, "we think it is not difficult."。

GAC Aean, for its part, sold 24,947 vehicles worldwide in January, with domestic deliveries of 21,938 vehicles and overseas sales breaking 3,000 for the first time.。

On January 28, GAC Aean entered the Hong Kong market with its AION Y Plus。Its Hobo HT, SSR and other models are also in the exhibition hall to meet with local users in Hong Kong, and are expected to be sold in Hong Kong in the near future.。

In addition, at the end of January, GAC Aean announced the official start of its Thailand plant project at the Rayong Industrial Park in Rayong Province, Thailand.。According to the official introduction, as the first overseas production base of GAC Ean, the total investment of the Thai factory project is 2.3 billion baht, and the designed annual production capacity is 50,000 units, which is divided into two phases. The first phase is planned to be completed in July this year.。

SAIC, official data show that SAIC sold new energy vehicles in January 6.40,000 vehicles, double year-on-year。

In terms of SAIC's own brands, a total of 5,305 cars were sold in January, halving from the previous month.。Among them, the LS6 sold a total of 4,766 vehicles, accounting for about 90% of the total.。Zhiji Automobile is a high-end intelligent electric vehicle brand jointly developed by SAIC, Zhangjiang Hi-Tech and Alibaba Group.。

The sharp decline of smart cars in January surprised the market.。In the fourth quarter of last year, sales of smart cars suddenly began to explode, stepping out of a breakneck growth curve and hitting an all-time high of 10,412 units in December, the first time the brand has broken the 10,000-car mark.。It remains to be seen whether Zhiji Auto will be able to stage another counterattack in the future.。