Reporter Gong Mengze.
On January 9, Volkswagen announced that it had delivered about 4.87 million Volkswagen-branded vehicles in 2023, a year-on-year increase of 67%, with year-over-year growth in all regions worldwide.
In terms of pure electric models,In 2023, Volkswagen's BEV sales will increase by 211%, up to 3940,000 units. In absolute terms, China, Germany, the United States, the United Kingdom, Sweden, France, Norway and Belgium are the main markets for Volkswagen's BEVs.
At the same time, the reporter learned from the BMW Group official that in 2023, the BMW Group will deliver a total of about 82490,000 BMW and MINI vehicles, up 4 percent year-on-year2%。Among them, the annual delivery of BMW brand pure electric models was close to 100,000 units, which became an important fulcrum for BMW's overall sales growth.
In terms of the global market, the BMW Group delivered a total of about 255 in 2023530,000 BMW and Mini and Rolls-Royce brand vehicles. Among them, the sales volume of the BMW brand is about 225380,000 units;BMW sold about 33 BEVs060,000 units, a year-on-year increase of 922%。Based on this calculation, sales in China account for about 32% of the BMW Group's global sales.
Specifically, in 2023, the BMW brand will have a total of 6 BEV models on sale in China, of which BMWI3 and BMWIX3 are the two BEVs with the highest sales. In 2023, BMW sold nearly 100,000 BEVs, a year-on-year increase of more than 138%. In addition to the new products, the BMW Group is also continuously improving its charging infrastructure in the Chinese market. By the end of 2023, BMW's public charging network will have access to more than 580,000 public charging piles across the country, covering more than 320 cities.
In 2023, the pattern of China's auto market has undergone tremendous changes, with new players joining the battlefield, new technologies being rapidly applied, and increasingly fierce competition. With the cooperation of dealers and business partners, BMW has strengthened its position in China's luxury car segment and is firmly promoting the transformation of its product lineup to intelligent electrification. Gao Xiang, President and CEO of BMW Group Greater China, said.
The reporter noted that in the first half of 2023, the "** war" of China's auto market once weakened the profits of multinational car companies.
Take Volkswagen, for example, its IDThe series models have been officially reduced in price in the Chinese market several times. The financial report shows thatThe Volkswagen Group's profit from its Chinese joint venture in the first half of last year rose from 14 percent in the same period last year0.2 billion euros to 115.2 billion euros. Luxury brands such as BMW and Audi have also launched terminal discounts of 80,000 yuan to 90,000 yuan in the first half of 2023. Tesla is the initiator of the **war, and it has been lowered many times this year.
In the field of electrification, multinational automakers and joint venture brands are under more pressure. Taking the sales ranking data in December 2023 as an example, a total of 8 of the top 10 best-selling new energy vehicles with a price of more than 300,000 yuan are Chinese brand models.
In this context, multinational car companies, including Volkswagen and Audi, have successively sought from Chinese car companies to purchase electric vehicle platforms or technologies, which has become the epitome of the transformation of Sino-foreign joint venture cooperation models in the new energy environment. Earlier, Toyota and BYD signed a cooperation agreement to jointly build the bZ3 pure electric model, Mercedes-Benz and Geely cooperated to build the electric smart, Mercedes-Benz and BYD cooperated to establish Denza, and BMW and Great Wall established Beam Automobile.
In this regard, Gao Yunpeng, director of the China New Energy Vehicle Industry Innovation Alliance, believesThe profitability of multinational car brands, especially the top three German luxury brands, is relatively stable, and the profit margin can be roughly maintained at about 10%, which is at the upper middle level in the industry. However, the "first-class war" and electrification have indeed weakened the profitability of some brands, and it is expected that more foreign brands will seek assistance and support from China's new energy technology in the future.
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