A few days ago, the passenger association has announced the wholesale and retail sales data of passenger cars in November, and it can be said that the major car companies have done their best to get a good "harvest". The market is changing, and today we will take a look at which company is risingWhich company is the banquet guest?Which company collapsed?(Adapted from "Peach Blossom Fan", the original text is: I saw him rise up a tall building, I saw him feast guests, and I saw his building collapse.) ）
Total sales of passenger cars in the narrow sense in November were 20790,000 units, a year-on-year increase of 259%, and the cumulative sales from January to November were 193450,000 units, a year-on-year increase of 53%。Judging from this sales trend, it will be a sure thing that the cumulative sales for the whole year of 2023 will exceed 20 million units.
Broken down into models, 98 cars were sold in November10,000 units, MPV sold 8Of the 70,000 units, 101 SUVs were soldOf the 20,000 units, NEV sold 8410,000 units, the fastest growth rate is still new energy vehicles, a year-on-year increase of 398%。In accordance with 207The total sales volume in November of 90,000 units was 84With 10,000 new energy vehicle sales, it is easy to calculate the market penetration rate of new energy vehicles, which is 404%, which means that for every 100 cars sold, there are 40 new energy vehicles, compared to 36The market penetration rate of 2% continued to rise in November.
In the era of fuel vehicles, the market share of domestic brands is far less than that of joint venture brands, but in the era of new energy vehicles, it has become that joint venture brands are not as good as domestic brands, with 1.15 million independent brand retail sales in November, accounting for 55% of the domestic retail share3%, while joint venture brands and imported models only account for 44% of the domestic retail market7%, with the excellent performance of new energy vehicles, domestic brands have basically achieved "corner overtaking".
According to the wholesale sales data of car companies, the top three are all domestic brands, namely BYD, Chery and Geely, and Changan and Great Wall also have good performance. According to the retail sales data of car companies, the top three are BYD, Geely and FAW-Volkswagen, among the Japanese brands, only GAC Toyota is on the list, Nissan and Honda do not appear on the list.
Let's take a look at the retail sales list of new energy vehicle companies, there is no doubt that BYD is still the first, the runner-up and the third place are Tesla and Geely, Wuling, Changan, ideal and other brands also have more than 40,000 sales, it is worth mentioning that GAC Aion's ranking has declined, its original ranking often tops the top three, and in November, it has fallen to the seventh place, although the sales volume has also exceeded 40,000 units, but compared with the sales data of the previous months, it is showing a very unhealthy state. Why do you think GAC Aion's sales have declined significantly?
There is also Cialis Automobile, its November sales were 20,144 units, although the sales exceeded 20,000 units, but don't forget, the November sales of a model of the M7 were as high as 17,039 units, and the sales of the M5 can be imagined. In my opinion, Cialis is more like a "partial student", some of which have very good grades, and some of which are unsatisfactory.
As for Tesla, almost all of its 65,504 sales results were created by the Model 3 and Model Y, and the sales of imported models accounted for a negligible proportion.
Wuling Motors' new energy sales in November were 54,300 units, of which, the sales volume of Wuling Hongguang MINIEV was 22,985 units, and the sales volume of Wuling Binguo was 24,024 units, adding up to 47,009 units. For Wuling Motors, it is very important to obtain new market growth points.
Changan Automobile's new energy sales in November were 44,654 units, and there is still a lot of room for growth. Although its sales exceeded 40,000 units, don't forget that Changan has established many new energy brands, such as Changan Deep Blue, Changan Qiyuan, AVATAR, etc., plus the Changan brand itself also has new energy vehicles, and the sales of so many brands together have reached 4The sales of 40,000 units can only be described as average.
Finally, what are your thoughts on the November car sales rankings?