A few days ago, according to the statistical analysis of the China Automobile Association (hereinafter referred to as the China Automobile Association), in November, China's automobile production and sales were completed 30930,000 units and 2.97 million units, up 7% and 4% m/m, respectively1%, an increase of 29 year-on-year4% and 274%。From January to November, the production and sales of automobiles were 2,71110,000 and 2,69380,000 units, up 10% and 10% y/y, respectively8%, the growth rate increased by 2 and 1 respectively from January to October7 percentage points.
According to the China Association of Automobile Manufacturers, automobile production and sales in November increased month-on-month and year-on-year, passenger cars continued to have a good trend, commercial vehicles maintained rapid growth, and new energy vehicles and automobile exports led the industry growth.
It is worth noting that in November, the production and sales of new energy vehicles in China exceeded one million for the first time, with an output of 10740,000 units, with sales of 10260,000 units, a year-on-year increase of 392% and 30%, with a market share of 345%。Among them, the domestic sales of new energy vehicles in November were 9290,000 units, up 117%, a year-on-year increase of 339%。From January to November, the production and sales of new energy vehicles were 84260,000 and 83040,000 units, up 345% and 367%, with a market share of 308%。
In addition, in November, the export of new energy vehicles was 970,000 units, a year-on-year increase of 16%。From January to November, the export of new energy vehicles was 10910,000 units, a year-on-year increase of 835%。
According to the relevant person in charge of some automobile companies, in November, the heat of the automobile market continued, and with the help of the "Double 11" promotion and other consumption waves, the demand for car purchases was further released. Nov: NEV Manufacturers' Retail Sales Volume: BYD Auto: 263066 Units, up 209% with a market share of 313%；Geely Automobile: 63,462 units, a year-on-year increase of 984% with a market share of 76%；SAIC-GM-Wuling: 54,300 units, up 57 percent year-on-year3% with a market share of 65%；Changan Automobile: 44,645 units, a year-on-year increase of 710% with a market share of 53%。
In terms of new car-making forces, Li Auto delivered 41,030 new vehicles in November, a year-on-year increase of 1729%；NIO delivered a total of 15,959 new vehicles in November, a year-on-year increase of 126%；Xpeng delivered a total of 20,041 new vehicles in November, a year-on-year increase of 245%.
From the perspective of model level sales changes, from January to November, among the new energy passenger vehicles, A00 class cars decreased significantly year-on-year, and the sales of other classes increased to varying degrees year-on-year, and the increase in D-class cars increased, and the current sales volume is still mainly concentrated in A-class, with a cumulative sales volume of 31060,000 units.
From the perspective of the best factors, from January to November, the sales of new energy passenger vehicles of 80,000 yuan and below showed a double-digit year-on-year decline, and the sales of more than 80,000 yuan showed positive year-on-year growth, of which the 35-400,000 yuan level increased the most. At present, the sales volume is mainly concentrated in the range of 15-200,000 yuan.
Automobile Network Comment: In the future, the new energy vehicle market will continue to maintain a rapid growth trend. With the continuous progress of technology and consumers' deeper and deeper understanding of environmental protection and energy saving, new energy vehicles will become more popular and popular. At the same time, the support and encouragement of national policies will also provide a stronger guarantee for the development of the new energy vehicle market.
Chen Shihua, deputy secretary-general of the China National Association, expects that the automobile market will continue to improve in December, reproducing the "tail" phenomenon at the end of the year, and the annual production and sales of automobiles are expected to create a record high, exceeding expectations to complete the annual goal. In December 2022, the China Association of Automobile Manufacturers (CAAM) reported that China's total vehicle sales in 2023 will be 27.6 million units, a year-on-year increase of 3%. Among them, the sales of passenger cars were 23.8 million units, the sales of commercial vehicles were 3.8 million units, and the sales of new energy vehicles were 9 million units. Entering the year-end countdown, car companies have started the final sprint, what kind of report card will everyone hand over?Let's wait and see.