In September, the automotive industry began to come out of the off-season, and consumers' enthusiasm for buying rose again.。According to the data estimated by the Federation of passengers, wholesale sales of 830,000 new energy passenger car manufacturers in China in September, up 23% year-on-year and 4% month-on-month.。Preliminary estimates for January-September this year totaled 5.92 million wholesale vehicles, up 36% year-on-year.。

              

BYD firmly in the "leading" position, Tesla fell

             

BYD sold 286,903 passenger cars in September, up 42.8%, still firmly in the first place。Among them, BYD's Dynasty and Ocean series sold 273,747 units in September, up 36.2%。The car brand, a joint venture between BYD and Mercedes-Benz, sold 13,156 vehicles in September, up 14.25%。In terms of passenger car exports, BYD exported 28,039 vehicles in September, up 262 from a year earlier..4%, up 12.1%。

In September, BYD launched its high-end brand products - looking at the U8 deluxe edition, priced at 109.RMB 80,000, expected to be delivered from October。It is reported that the look up to the brand to adopt the full direct business model, and to "look up to the center" and "look up to experience the exhibition hall" two models to expand the direct marketing service channels.。In order to meet the "golden nine silver ten" car buying season, BYD to speed up the pace of opening direct experience exhibition hall, "11 holiday" also has a number of look up to the store quickly landed。Up to now, the country has more than 70 Wangwang direct stores are under construction, this year is expected to be in more than 40 cities across the country, open more than 90 direct stores, in order to achieve full coverage of first-tier and new first-tier cities.。

Going to sea remains a major focus for BYD。On September 4, BYD brought Seal, Song PLUS EV Champion Edition, Yuan PLUS (overseas named BYD ATTO 3), Dolphin, Han and Dengshi D9 to the Munich Motor Show in Germany, and announced that Seal was officially listed in Europe.。On September 11, BYD launched the Dolphin model in Nepal, which is the first time BYD's marine series models have entered the country.。Meanwhile, BYD launches Seal models in Colombia。On September 23, BYD once again broke the record sales of new energy vehicles in Brazil, with daily sales of 603 units, surpassing the total sales of pure electricity of other new energy brands in August.。On September 24, BYD unveiled the Dolphin model at the Santa Cruz International Trade Fair in Bolivia, which is the first marine series model released by BYD in Bolivia。

On September 29, BYD entered the Turkish car market for the first time and unveiled five new energy models in Istanbul.。The five models include BYD ATTO 3, Han, Tang, Seal, Dolphin, and opened the pre-sale of BYD ATTO 3, which will officially meet consumers in November。According to BYD, within this year, the company will work with local distributor ALJ Turkey to open five stores in Ankara, Turkey's capital, Istanbul, the most populous city, and Izmir, the third-largest port city.。

Up to now, BYD's new energy passenger vehicles have spread to 57 countries and regions around the world, with cumulative sales of more than 5.4 million vehicles.。

Tesla sold 74,073 vehicles in September, down 10.9%, down 11.98%。

Tesla launched a new version of the Model 3 in September, which has been upgraded in terms of appearance and performance, starting at 25 in China..990,000 yuan, the price is 12% higher than the old version, the car will be delivered in the fourth quarter。

For Tesla, the competitiveness of China's new energy vehicle companies should not be underestimated。On October 8, a user on X shared a list of the world's best-selling electric cars, under which Musk replied and praised Chinese automakers: "In our experience, Chinese automakers are the most competitive.。"

As you can see from the list, among the world's best-selling electric car models in the first eight months of this year, Tesla's Model Y topped the list, followed by BYD's Song and Tesla's Model 3.。It is worth noting that BYD's models account for half of the top ten on the list。In the top 20, Chinese car brands occupy 14 seats, it is no wonder that Musk issued such a feeling。

             

Wei Xiaoli: ideal, Xiaopeng rose month by month, Wei to decline significantly

               

In September, the ideal is still the "top student" in the new forces of car building.。Ideal Cars delivered a total of 36,060 new cars in September, up 212 from a year earlier.7%, up 3.28%, a new monthly delivery high。As of September 30, 2023, the cumulative delivery volume of ideal vehicles in the third quarter was 105,108, an increase of 296.3 per cent, with cumulative deliveries of 244,225 vehicles for the year.。

Ideal cars still perform well in the new energy sales list with a price of more than 200,000 in the Chinese market.。Ideal ranks second in new energy sales above 200,000 yuan, second only to Tesla, and has been the champion of SUV sales above 300,000 yuan in China for six consecutive months.。At the same time, the construction of the ideal car replenishment network has also made phased progress, as of September 30, more than 100 overcharge stations have been built along the national highway.。

On September 24, Ideal announced the official delivery of its 500,000 vehicles, and Ideal became the fastest new Chinese power brand to reach 500,000 deliveries in just 46 months.。

Ideally in the Q2 quarterly report, the outlook for the third quarter is between 100,000 and 103,000 vehicles, or a monthly average of 3.330,000 to 3.430,000。The ideal July-September delivery figures are 34,134, 34,914, and 36,060 vehicles, respectively, which can be said to have easily achieved the set target.。

It is also worth mentioning that Ideal also achieved a monthly order of more than 40,000 vehicles, indicating that next month's Ideal delivery data is likely to exceed 40,000 vehicles.。However, the ideal delivery data still depends on its production capacity, after the Q2 earnings call, the ideal CEO Li Xiang said, is expected to increase production capacity in the fourth quarter after the monthly delivery exceeded 40,000 "no problem."。

Xiao Peng's performance in September was also remarkable.。In September 2023, Xiaopeng Motors delivered 15,310 new cars, up 12% month-on-month and 81% year-on-year, maintaining growth for eight consecutive months.。Among them, Xiaopeng G6 delivered 8,132 units, with a cumulative delivery of 19,381 units.。As of September 30, 2023, Xiaopeng Motors delivered 40,008 units in the third quarter, up 72% from the previous quarter.。

On September 19, the 300,000-class 2024 Xiaopeng G9 was officially launched, driving up store traffic.。In terms of production capacity, Xiaopeng Automobile said that on the basis of full preparation on the pre-production and supply side, Xiaopeng Automobile is stepping up the speed of climbing G9 production capacity and accelerating the delivery of orders in hand.。In addition to the 2024 Xiaopeng G9, Xiaopeng also launched a 150,000-class smart pure electric sedan on September 25 - the 2024 Xiaopeng P5, which began to compete for market share in the 100,000-200,000 class.。

In addition, Xiaopeng is also actively exploring internationalization。At the beginning of September, Xiaopeng Motors unveiled at the Munich Motor Show in Germany with the international version of the P7i and G9 models, and announced that it will enter the German market in 2024.。At the end of September, the first batch of international version of Xiaopeng G9 has been officially opened in four European countries (Norway, Sweden, the Netherlands, Denmark)。

In September 2023, NIO delivered 15,641 new vehicles, up 43.8%。In the third quarter, NIO delivered 55,432 new vehicles, up 75.4%, quarterly delivery hit a record high。From January to September 2023, NIO delivered 109,993 new cars.。Weilai has delivered a total of 399,549 new cars.。

Although NIO's delivery data is still growing at a high rate year-on-year, on a month-on-month basis, NIO's delivery data has fallen sharply.。Weilai's sales fell month by month.。August fell 5.5%, down 19% month-on-month in September.1%。Wei Lai is also the only car company in "Wei Xiaoli" whose delivery data continued to decline in the third quarter.。

On September 21, on NIO IN 2023 Weilai Innovation and Technology Day, Weilai's first mobile phone NIO Phone was officially announced。But this phone is quite controversial。Some netizens believe that this phone is just a "car key" worth six or seven thousand yuan, and hope that Weilai can put more thoughts on the car, after all, this is the company's core business.。

                            

"National team" performance is stable, extremely krypton for the Asian Games athletes send car!

              

In September, Geely sold 53,692 new energy passenger cars, of which 12,053 were delivered by Geely's high-end smart electric car brand, Extreme Krypton, down 2% month-on-month, according to the Passenger Association.。In the third quarter, the cumulative delivery of polar krypton 3.640,000 units, polar krypton said, September orders and third quarter results both hit new highs。

It is worth mentioning that polar krypton is the designated vehicle for the Hangzhou Asian Games, of which polar nitrogen 001 is the exclusive VIP reception vehicle for the Asian Games, and polar nitrogen 009 is the designated vehicle for the reception of state guests for the Asian Games.。Moreover, during the Asian Games, polar krypton will deliver polar krypton 001, polar krypton 001 FR and polar krypton X to eligible Chinese athletes.。For example, Chinese athlete Sheng Lihao won a krypton 001 FR car if he broke the men's 10m air rifle world record.。

On September 4, Pole Krypton was unveiled at the Munich Motor Show in Germany, and at the same time it was announced that the German pre-sale was officially opened, and the first Pole Krypton store in Germany will be officially opened and delivered in the first half of 2024.。At the auto show, Pole Krypton also won the 2023 AutoVision China Brand of the Year Award.。On September 17, the first European version of polar krypton X was assembled at the port for shipment to Europe.。

At the end of September, polar krypton officially announced its entry into the four Gulf countries in the Middle East (UAE, Saudi Arabia, Qatar, Bahrain) and signed a national-level general agreement with local enterprises.。According to the official introduction, in addition to China's local and European markets, polar krypton is expected to enter eight international mainstream markets and regions this year.。

SAIC, which delivered 10 to users in September.20,000 new energy vehicles, up 29.6%, up 18.8%。This is the first time this year that its monthly sales of new energy vehicles have exceeded the 100,000 mark.。From January to September this year, SAIC's new energy vehicle terminal delivery volume reached 68.30,000 units, up 18.2%, the scale of sales ranked second among Chinese car companies.。

In September, SAIC's wholesale sales in overseas markets reached 10.50,000 vehicles, a new high for the year。From January to September, SAIC's cumulative wholesale sales in overseas markets reached 83.80,000 units, up 21.8%, in China's auto companies continue to lead the strong。

SAIC's own brand MG continued its bright performance in the European market, with monthly sales of 2.80,000 vehicles, doubling year-on-year, in the UK, Germany.France, Italy, Spain, Sweden, Norway, Ireland and other countries on the top of the new car sales list。Among them, MG ZS successfully won the Spanish car market single model monthly sales champion。

In September, GAC Aean's performance remained rapid, delivering 51,596 new cars, up 71.89%, up 14.59%。January-September cumulative sales of 350,986 vehicles, up 93% year-on-year, GAC Aean is also the only new force in the first nine months of this year, the cumulative delivery of 350,000 brand car companies.。

On September 9, GAC Aean held the "Y so Amazing" 2023 AION Y Plus launch conference in Bangkok, Thailand, releasing the first overseas model AION Y Plus, officially firing the first shot of the sea strategy。

              

New forces that have delivered "ten thousand vehicles" - Nezha, Zero Run, Deep Blue, etc.

             

Nezha Auto delivered 13,211 vehicles in September, up 9.15%, the performance is relatively steady.。

Nezha's performance in the Southeast Asian market (especially Thailand) is very impressive.。From January to August this year, Nezha V ranked second in the number of pure electric vehicles in Thailand, with a market share of nearly 20%。On September 15, Nezha Motors announced that it had delivered a total of 10,000 units in Thailand.。At this time, only 10 months have passed since Nezha Automobile officially landed in the Thai market, and Nezha V has officially entered the "Overseas Single Market 10,000 Car Club."。

In the next one to two years, Nezha Automobile plans to achieve full coverage of all ASEAN countries and take about three years to achieve annual deliveries of more than 100,000 vehicles in ASEAN.。In terms of localized manufacturing, Nezha Automobile has established the first plant of China's new car-making force in Thailand, with a planned annual production capacity of 20,000 vehicles, which is expected to start production in January 2024.。

In addition, Nezha X will also be listed in October, according to the company, the first batch of production vehicles of Nezha X has been offline, when it can be delivered on the market.。The fourth quarter is the peak season for traditional cars, so let's wait and see if Nezha X can help the company's sales at a higher level.。

In terms of zero-run cars, 15,800 new cars were delivered in September, up 11.27%, an all-time high。A total of 44,325 units were delivered in the third quarter, up 30% from the previous quarter, with average monthly deliveries of nearly 1.50,000 units。

Zero run last month in the "volume" price, this month began "volume" battery life。Its C01 and C11 Super Range Extenders were announced in September.。It is reported that the two cars will carry 43.7kw · h super-large battery, bringing longer pure electric battery life and lower travel costs to car owners。The pure electric battery life of both models exceeds 300km, and the comprehensive battery life exceeds 1,200km。However, Zero Run has not announced orders for two super-extended ranges, and it will not be clear until next month whether it will power sales.。

Among the new forces that performed well in September, Deep Blue Cars took a seat.。Deep Blue delivered a total of 17,370 vehicles in September, up 17.87%。Among them, Deep Blue S7 has achieved delivery for two consecutive months.。It is worth mentioning that deep blue cars also ushered in a major milestone in September - sales exceeded 100,000 vehicles.。Deep Blue Automotive took 14 months to complete this goal, making it the fastest car company to exceed 100,000 sales among independent new energy brands.。

                    

October is not over yet, the AITO question world is already "far ahead."

                 

According to the announcement, the company sold 7,125 cars in September, up from 5,018 last month, but still not above the 10,000-car mark.。

Although September sales are still flat, but Cyrus has locked in advance of October "big dark horse" status, because Huawei "back"。

Since Huawei suddenly released the HUAWEI Mate 60, Huawei has received great attention from the outside world, and its related "far ahead" has quickly become a hot word on the Internet, and now, the "light" of the Huawei brand has also shone on its cooperative car brands.。

On September 12, Huawei and Sailis cooperation brand AITO asked the world to announce the new M7 listing。After the listing, the new M7 also saw a general rush to buy the HUAWEI Mate 60, with a daily average of more than 1,500.。As of September 30, a total of 30,000 units had been set.。By October 8, the new M7 is set to break through 50,000 units, while the single-day M7 is set to break through 7,000 units on October 6.。One-day orders are almost catching up with the previous month's sales, and the popularity of the new M7 is evident.。

Huawei managing director, terminal BG CEO, smart car solutions BU CEO Yu Chengdong is in its circle of friends with emotion, ask the world to come back to life!

According to the official introduction, ask the world's new M7 series invested five billion yuan to build a new, through Huawei's deep empowerment, equipped with Huawei Hongmeng intelligent cockpit 3..0 、 HUAWEI ADS 2.0 Black technologies such as high-end intelligent driving system and HUAWEI DriveONE extended-range electric drive platform。

In terms of price, the official guide price of the new M7 series is: M7 Plus five-seat rear drive version 24.980,000 yuan, M7 Plus five-seat four-wheel drive version 28.480,000 yuan, M7 Max five-seat smart driving version 30.980,000 yuan; M7 Plus six-seat rear drive version 26.980,000 yuan, M7 Max six-seater smart driving version 32.980,000 yuan。

At the listing conference, Yu Chengdong held a delivery ceremony for small subscribers during the Chengdu Auto Show, and said that the new M7 was delivered as soon as it was released, significantly reducing the waiting cycle for subscribers to place orders.。A relevant person in charge said: "At present, AITO asks the world new M7 is in mass efficient and steady production, delivery has also been opened in many cities, users do not need to worry about delivery."。"

In addition, Cyrus revealed that the M9, which cooperates with Huawei, will also be listed in December this year.。