The year 2023 has come to an end, and the major new energy vehicle companies have also released their "report cards" for the whole year of 2023.。

BYD sales exceed 3 million, Tesla "step on the line" to complete the full-year target

In December 2023, BYD sold a total of 341,043 vehicles, up 45% from a year earlier.。Full-year sales reached 3,024,417 vehicles, up 61.9%, exceeding the target of 3 million vehicles set at the beginning of the year.。This result not only allowed BYD to win the annual sales of Chinese cars, but also the global sales of new energy vehicles.。

This sales "report card" in BYD is mainly contributed by the two series of Dynasty and Ocean。The two models sold a total of 2,877,353 vehicles for the full year 2023, an increase of 55.3%, 95% of all BYD sales。

The joint venture brand between BYD and Mercedes-Benz, Tengshi, sold a total of 127,840 vehicles in 2023.。Among them, Dengshi D9 won the annual MPV sales crown in one fell swoop。

BYD's high-end series also performed well。BYD said, looking up to U8 monthly sales of more than 1,500 vehicles, among the first echelon of millions of high-end brands; Equation Leopard 5 also with satisfactory sales results in the off-road market to gain a foothold.。Both vehicles will be officially delivered in November 2023.。

In terms of overseas exports, BYD exported 242,765 vehicles in 2023, up 334.2%。At present, BYD's new energy footprint has covered more than 70 countries and regions on six continents and landed in more than 400 cities.。

On the evening of January 2, Tesla released its delivery data for the fourth quarter of 2023.。In the last quarter of 2023, Tesla produced approximately 49.50,000 electric vehicles delivered over 48.40,000 vehicles。For the year, Tesla's electric vehicle deliveries rose 38% year-on-year to 1.81 million vehicles, "stepping on the line" through Musk's previous annual target of 1.8 million vehicles.。

Model 3 and Model Y are still the main sales force of Tesla。In 2023, these two vehicles delivered a total of 1,739,707 vehicles, accounting for 98% of Tesla's total sales.。

At the end of November 2023, Tesla finally launched its electric pickup Cybertruck and started delivery after four years。As a result, Tesla's product lineup has added a new member.。However, it remains to be seen whether this new member can pull Tesla's delivery data up。

On the one hand, Cybertruck's overall pricing is 50% higher than when it first debuted in 2019。Excessive pricing will make Tesla lose its price advantage and discourage some potential customers.。Cybertruck also faces a shortage of capacity.。Earlier, Musk said that Cybertruck will face "huge challenges" in achieving mass production.。He said Tesla could produce more than 125,000 Cybertrucks a year at this stage.。

And in 2024, Tesla still has tax breaks to get rid of.。From January 1, 2024, the new battery procurement requirements of the US Inflation Reduction Act will take effect。As a result, many electric vehicles in the U.S. have lost up to $7,500 in tax credits, with Tesla's all-wheel drive Cybertruck and some Model 3 among them.。

Wei Xiaoli: Ideal far ahead, Xiaopeng bottom

● Wei Lai

In December 2023, NIO delivered 18,012 new vehicles, up 13.9%; in the fourth quarter of 2023, NIO delivered 50,045 new vehicles, up 25.0%, quarterly deliveries exceeded delivery guidelines; for the full year 2023, NIO delivered 160,038 new vehicles, up 30.7%; as of December 31, 2023, the new car has delivered a total of 449,594 units, continuing to lead the high-end pure electric market.。

In terms of global market expansion, Weilai said that it is continuing to promote a complete operating system consisting of products and services in Norway, Germany, the Netherlands, Denmark and Sweden, and has opened the delivery of EL7 (ES7 for the Chinese market), ET5, ET5 Touring (ET5T for the Chinese market) and EL6 (the new ES6 for the Chinese market).。

● Xiao Peng

In December 2023, Xiaopeng Motors delivered 20,115 new cars, up 78% year-on-year.。Xiaopeng Motors delivered more than 20,000 units per month in the fourth quarter, with a total of 60,158 new cars delivered in the fourth quarter, up 171% year-on-year, breaking the milestone of 60,000 units delivered in a single quarter.。From January to December 2023, Xiaopeng Motors delivered 141,601 new cars, up 17% year-on-year.。As of December 31, 2023, Xiaopeng's historical cumulative delivery volume reached 400,311 units, breaking the 400,000 delivery milestone.。

● Ideally

In 2023, Ideal is not only the best performer in "Wei Xiaoli," but also the best performer among all the new car-building forces.。In December 2023, Ideal delivered 50,353 new cars, a year-on-year increase of 137.1%, successfully achieving the target of 50,000 vehicles per month。A total of 131,805 vehicles were delivered in the fourth quarter of 2023, a year-on-year increase of 184.6%。A total of 376,030 vehicles were delivered for the full year 2023, an increase of 182.2%。As of December 31, 2023, Ideal had a cumulative delivery volume of more than 600,000 vehicles, making it the highest delivery volume of China's new power car company.。

"In the past 12 months, we have successfully met our target of delivering 50,000 vehicles per month, achieving 37.60,000 new car deliveries, the first time in history that China's new power car company has crossed the 300,000-car annual delivery mark。Li Xiang, Chairman and CEO of Ideal Motors, said: "Looking ahead to 2024, we will continue to challenge the limits of growth and strive to become the number one luxury brand in the Chinese market.。"

New forces team: zero run delivery record high, ask the world new M7 cumulative has exceeded 120,000 vehicles

In terms of other new car-building forces, in December 2023, zero-run car deliveries reached 18,618 units, a record high for consecutive deliveries and a 119% year-on-year increase.。A total of 144,155 units were delivered in 2023, up over 29% year-on-year.。

In December 2023, the AITO Question Series delivered 24,468 new vehicles, up 29 from the previous month..96%, with a cumulative total of 94,380 units delivered in 2023。

The new M7 delivered 20,611 new cars in December, bringing the cumulative delivery to 48,552, and the cumulative total of the new M7 has exceeded 120,000.。The industry has been continuously improving its delivery capacity, which is expected to exceed 30,000 units per month from 2024.。

After seven days of listing, the total number of M9 vehicles has exceeded 30,000.。The M9 was officially launched on December 26, carrying Huawei's top ten black technologies, and the new car has arrived in 252 stores in 89 cities across the country.。

Nezha Auto will deliver 127,496 units in 2023, with sales exceeding 20,000 units in overseas markets.。

Deep Blue delivered 18,338 vehicles in December 2023, with a total of 136,912 vehicles delivered throughout the year.。Among them, deep blue SL03 delivery exceeded 100,000 vehicles。

The independent brands of the "national team" such as extreme krypton and Zhiji Automobile performed well.

In December 2023, Geely's high-end car brand Pole delivered 13,476 units, up 18.9%, another record high in deliveries, with a cumulative total of 118,685 units delivered in 2023, up 65% year-on-year。Annual target completion rate ranks first among luxury pure electric brands in China。Cumulative delivery of more than 190,000 vehicles, the world's only zero spontaneous combustion。

At present, polar krypton 001 and polar krypton X have been sold in the Netherlands, Sweden, Germany, Kazakhstan and other countries。

GAC Aean sold 45,947 vehicles in December, up 53% year-on-year。Sales of 480,003 vehicles in 2023, up 77% YoY。It's worth noting that it took Ean 4 years and 8 months to break the million mark to set the world's fastest record.。

SAIC official disclosure, preliminary statistics, in December 2023 SAIC new energy vehicle sales hit a record high, reaching 21.90,000 vehicles, a significant increase from the same period last year; SAIC sells 112 new energy vehicles for the full year 2023..30,000 vehicles, ranking second in sales among Chinese car companies。

In terms of SAIC's own brands, sales of smart cars exceeded the 10,000 mark for the first time in December, reaching 10,412 units.。Zhiji Automobile is a high-end intelligent electric vehicle brand jointly developed by SAIC, Zhangjiang Hi-Tech and Alibaba Group.。Earlier this year, sales of smart cars have been sluggish, and they have been breaking through 2,000 units in the third quarter.。But in the fourth quarter, sales suddenly exploded, out of a breakout growth curve, is a "dark horse" at the end of 2023.。

Among them, "Super Explosive" Zhiji LS6 continued to advance by leaps and bounds, selling 9,878 units, winning the double-material sales crown of "the first monthly sales of Chinese brands of all-category pure electric vehicles above 200,000 yuan" and the first monthly sales of medium and large pure electric SUVs "in one fell swoop.。

It is worth noting that the previous in the automotive information platform "understand the car emperor" -40 ℃ low temperature environment in the winter test experiment, Zhiji LS6 won the pure tram winter test battery life and energy consumption of the double crown.。In terms of battery life, the Zhiji LS6 beat the Xiaopeng G6, BYD Han EV, Tesla Model 3 and other models.。In terms of energy consumption, the Zhiji LS6 outperformed the Buick E5, Avita 11, Mercedes-Benz EQE and other models.。

SAIC Passenger Cars (Including Overseas Bases) Sales of New Energy Vehicles in December 4.10,000 vehicles, up about 25% year-on-year, "100,000-class long-range super hybrid" Roewe D7 DMH ranked among the top three in the mid-size plug-in hybrid car sales list。SAIC-GM-Wuling (including overseas bases) sold new energy vehicles in December 12.40,000 vehicles, up about 39% year-on-year。

More brutal 2024

Although many brands have achieved good results in 2023, it does not mean that 2024 will be "better."。It is a general consensus that the new energy vehicle circle will be more cruel in 2024。

On the evening of January 1, he Xiaopeng, chairman of Xiaopeng Automobile, said in an interview with the media: "from 2024 to 2026, the car market will continue to roll in, in the process, some enterprises will stand out, some enterprises will be depressed or even disappear, but from the current point of view, no car company can say that they can win from the knockout stage.。Fang Yunzhou, founder and chairman of Nezha Automobile, and Zhang Yong, co-founder and CEO of Nezha Automobile, also mentioned in their 2024 New Year's speech that 2024 will be a new era for the global auto market.。

At this stage, the new energy vehicle market is changing very rapidly, and everyone is afraid that their pace will be one step slower.。The pace of new products, the pricing of new models, and the optimization of sales channels... each is something that the top management of major car companies need to consider carefully.。

At the beginning of 2024, a number of car companies announced new models on the market, with the intention of seizing the opportunity。

On January 1, 2024, the new polar krypton model polar krypton 007 was officially announced for delivery。Xiaopeng X9 also officially listed on the same day。Xiaopeng X9 launched a total of 4 configuration models, 35.98-41.980,000 yuan, and will officially open delivery this month。Xiaopeng said that Xiaopeng X9 pre-sale orders have exceeded 30,000 units。

January 10, is the zero run of the global self-research open day, when zero run C10 will open pre-sale.。The C10 is the first global model of Zero Run and was unveiled at the Munich Motor Show in Germany last November.。The ideal official has also announced that the ideal MEGA will be officially released on March 1, the release is delivered, the delivery is on the volume。In addition, Xiaomi just held the first Xiaomi car technology conference last week, and it is expected that Xiaomi cars will also be listed soon.。

In order to survive in the new year, every car company can be said to be desperate。At present, many car companies in order to be able to have a "good start" in the new year, has launched the New Year car purchase time-limited discounts, a new round of price war has begun to appear。

How the new energy vehicle market will change in 2024, let us wait and see。