Day after day, year after year. The competition drama in the new energy industry in 2023 came to a successful end, and Li Auto's sales volume in December exceeded 5The amazing record of 050,000 units won the first place in the new power brand in the Chinese market, and the second place in the world450,000 units opened a huge gap, and the position was firmly unshakable. NIO is 1770,000 units bit the third place, achieving the high-end top brand of the new forces.
Of course, if you bring in brands other than BYD, Tesla and other new forces, this sales will not be enough. BYD sold 25 percent in December680,000 units, the ultimate goal of 3 million units for the whole year, Tesla's sales in December were 7600,000 units, although the peak is gone, but the old power is still there.
Looking back on 2023 and looking forward to 2024. The new year has begun, and the industry generally believes that this year will be a more brutal and fierce year of competition, and if anyone accidentally falls out of the table this year, then the hope of becoming a top three in the future may be extremely slim.
Without further ado, let's take a look at the performance of everyone's sales list in the first week of the year.
AITO Question: Offensive and defensive transposition, full of stamina
Bitauto has just released the top 10 brands in China's new energy market in terms of weekly sales in the first week of 2024. Not surprisingly, BYD is still at the top of the list with 4With sales of 470,000 units in the lead, China's largest new energy vehicle giant is worthy of its name, and it may be difficult for any opponent to shake it in the short term.
Looking down further, hey, the third place suddenly became aito, and usually this position is an ideal car. With 0With a sales volume of 60,000 units, AITO has surpassed the ideal for the first time, and it has also taken advantage of the trend to become the first seller of China's new forces.
It is only natural that AITO has such a performance. The new M7 launched in September last year is a mess, and the production capacity delivery is far from keeping up with the sharp increase in orders, Huawei and Cialis factories have a large number of orders to be delivered, and at the same time, they have also launched a series of activities such as "delivery cash subsidies" to retain users, until now the new M7 may not have been fully delivered.
In addition, with the release of the new flagship M9 in December, it attracted a large number of stores to enter the store, which once again drove a new round of small climax of the new M7, so the delivery of the week was stable at 060,000 units, more of which is limited production capacity, and this situation may be maintained until the next new car appears.
Li Auto: Weak in the first week, falling to fifth
After AITO, there is GAC Aion, and then there is the familiar ideal car, with 0With sales of 430,000 units, it ranked fifth.
There is no doubt that the ideal of the first week ushered in a "period of exhaustion". In order to hit the epic goal of monthly sales of 50,000 units at the end of the year, in the previous 12 months, both the ideal sales and the ideal factory almost stepped up their firepower, desperately completed the production and delivery tasks, and finally successfully achieved monthly sales of 5050,000 units of the "climactic" moment.
When it comes to the ideal of 2024, you need to rest and start again, the glory can be temporary, or it can be all the time, and how long it can be maintained, it depends on the ability of the ideal car.
In the first half of this year, there are two blockbuster new models released, one is the pure electric super flagship mega that is ready to be released soon, and it has also been a little dumb by the big sales of Xpeng X9 recently, and it is planned to be released in January and delivered in March;The second is the ideal L6 that focuses on the 20-300,000 yuan market, which is expected to be released in advance to April, facing the competition of the new M7 in the world, who can win the last of the two, it is worth looking forward to.
NIO: Tepid, immovable
Ideal is followed by Volkswagen, Changan Deep Blue, Tesla, then NIO in 9th place, and Leapmotor in 10th place. Tesla is currently experiencing a consistent peak period of delivery, so 0With 320,000 units sold weekly, don't be fooled by it.
And NIO 0The weekly sales of 300,000 units can only be said to be a normal performance in the first week under the general weakness. Generally speaking, the sales of car companies in the first week of each month are somewhat weaker than those in the following weeks, because this is related to the sales sprint at the end of last month.
NIO is even more special, it is the only new energy brand that does not reduce prices and roll in. Since the second half of last year, in the face of the industry's general "price reduction tide", NIO has neither followed nor participated, and has always been free, with an average monthly sales volume of 1About 5w units, the benefit of this is that the second-hand value retention rate of the new models of the second-generation platform of NIO is very high, which is very friendly to old car owners.
Entering 2024, NIO has further shrunk the preferential ** policy in December, which is obviously an unfavorable signal for new users, but there is no way to do it. In the first half of this year, NIO did not release any new models, and there may be early NT2s such as ET7 and ES70 model facelift, and in the second half of the year, the second brand Alps's 800V+ battery swap first SUV is expected to debut, entering the 20-300,000 yuan pure electric product market.
The industry's unique battery swap infrastructure gives NIO more confidence to face the involution of its opponents, and the excellent software and hardware design also makes NIO's second-generation models last young, but even so, in the face of the release of a number of 800V+8295 intelligent cockpit new cars, whether NIO can remain unmoved, let's wait and see in the first half of this year.
Overall, in the first week of the year of 2024, due to the market environment, everyone's sales performance is generally weak, among which the ideal decline is much more than everyone's expectations, and the question industry has not been affected at all due to the sufficient number of orders. In the future, the competition between the two range extender kings will continue to be fierce.