Ideal NIO is growing, the world is declining, and Yu Chengdong is under great pressure
In July, as is customary, the car company immediately launched its report card for July.
As shown in the figure below, so far, the agency has made statistics on the sales volume of most new energy brands in July, including the sales volume in July, as well as the year-on-year sales volume in the past year, compared with the previous month, and the cumulative sales from January to July.
As can be seen from the figure, overall, everyone has performed well this month, and most of the numbers in the year-on-year and month-on-month columns are red, and it can be seen that most of the car companies are growing, and it can be seen that everyone has achieved good results in July.
BYD is still the champion, with monthly sales of 260,000 units, a record high. In second place is GAC EA, which continues to sell 450,000 units, basically the same as the previous month, a slight decrease of 17%, which is very evenly balanced.
Li Auto continued to grow, delivering 34,134 new cars in July, although the month-on-month increase was not very large, but the sales volume reached more than 30,000 for two consecutive months, and Li Auto delivered a total of 17 from January to July this year32 vehicles, a year-on-year increase of 1446%, more than 30% of the annual sales in 2022, the performance is indeed very ferocious.
While"Three silly cars"In July, 20,462 new cars were delivered, a year-on-year increase of 1036%, an increase of 91 month-on-month1%, setting a monthly sales record since the establishment of the brand, with a total of 75,023 units delivered from January to July this year, which shows that the previous price reduction strategy is still effective.
However, Xpeng's overall performance this month is acceptable, although 11,008 new cars were delivered in July, which is the first time this year that monthly sales have exceeded 10,000, and an increase of 27 month-on-month7%, but it also fell a step year-on-year, and compared with the ideal Qinglai, I feel that it is indeed down.
The dark horse brand Huawei that everyone is more worried about has won the world, and its performance this month is still not very strong, the data shows that the sales volume is only 4240 units, whether it is month-on-month or year-on-year, there has been a sharp decline, and it looks bleak.
It can be seen that although Huawei has launched two new models this year, it has reversed the decline in the future. Many people say that Huawei has been almost consumed by feelings before, and now sales can't go up, and then we must come up with good products, otherwise we can't really buy it if we can't consume it, but in fact, we have to look at the follow-up performance.
It is estimated that Yu Chengdong is under a lot of pressure now, after all, the performance of the global champion this year is not good, but it is said that Huawei will cooperate with more car companies in the future to launch more models, even million-dollar luxury cars, let's wait and see.
In addition, it is worth mentioning that new energy vehicles such as Krypton Star and Leap performed well in July, and their sales continued to grow, which has occupied a large part of the market among all new energy vehicles, and may even reach the ideal of well-known new energy brands such as NIO.
The data shows that the current penetration rate of new energy vehicles has exceeded 30%, as long as it enters 30%, the knockout competition can begin, and the next competition will become more and more fierce, it may not be long before car companies are eliminated and fall, let us see who has the last laugh.