Recently, Cui Dongshu, secretary general of the passenger association, said that in the past year, the release of new cars in the automobile market has shown a trend of eliminating the advantages of the other. The launch of traditional fuel vehicles has slowed down, while the launch of new energy vehicles has increased significantly.
For the whole of 2023, a total of 148 new models were launched in the automotive market. Among them, there are only 27 ** fuel vehicles, which are directly cut in half compared with 56 models last year. The momentum of new energy vehicles is strong, and the number of new pure electric vehicles has reached 61, which is almost the same as last year. Plug-in hybrid models ushered in a small explosion, with the number of new cars reaching 43, far exceeding last year's 27.
Corresponding to the sales volume of the corresponding market segment, such a development trend is also established. Taking the November sales data as an example, BEV sold 55 new vehicles20,000 units, a year-on-year increase of 261%；And PHEV new car sales 2890,000 units, a year-on-year increase of 764%。New energy vehicles are more replaced and purchased, which promotes the off-season. Retail sales of passenger cars reached 208 in November00,000 units, a year-on-year increase of 260%。
Among them, the retail sales of self-owned brands were 1.15 million, a year-on-year increase of 31%;The share of domestic retail sales of self-owned brands in the month was 553%, a year-on-year increase of 19%。The retail share of German brands in November was 187%, and the retail share of Japanese brands is 155%, and the retail share of the U.S. brand market reached 79%, down 0. year-on-year4%, an increase of 02% and down 15%。
The trade-off between new energy vehicles and traditional fuel vehicles has also made the development trend of domestic brands and foreign brands completely different. In the final analysis, the product launch speed of new energy vehicles far exceeds that of fuel vehicles, and under the strategy of "the same price of oil and electricity", the replacement speed of newer product power for traditional fuel vehicles is also accelerating.
Among the 18 NEV passenger car manufacturers with wholesale sales exceeding 10,000 units in November, SAIC Volkswagen sold 19,659 units, SAIC-GM sold 14,850 units, and BMW Brilliance sold 11,062 units. The only three remaining foreign automakers account for a relatively small share, not to mention the NEV sales of other foreign automakers.
Among the mainstream joint venture brands, Volkswagen of the North and South led the way, with 29,248 NEV wholesales units in November, accounting for a strong 48% share of the mainstream joint venture pure electric vehicles. The vast majority of other foreign brands, even luxury brands, still need to be developed. With the trend of new energy becoming more and more intense, I don't know how foreign brands should respond