Operator Finance Network Wang Xinyao text.
A few days ago, the Passenger Association announced the wholesale sales list of new energy passenger vehicles in January 2024, which attracted people's attention. The operator's financial network noticed that GAC Aion's sales volume fell significantly under this category, and the operator's financial network tried to analyze this.
According to the data of the Passenger Association, in January 2024, the wholesale sales of GAC Aion's new energy passenger vehicles will be 24,947 units, while in December 2023, the sales volume of GAC Aion under this category will be 45,947 units. In other words, in one month, GAC Aion's wholesale sales fell by 21,000 units, a sharp decline from the previous month.
In addition, GAC Aion's retail sales in December 2023 were lower than wholesale sales. According to the data disclosed by the Passenger Association, GAC Aion's retail sales in December 2023 will be 43,999 units, although it has achieved a year-on-year increase of 466%, but 1,948 units lower than its wholesale sales.
It is understood that the so-called wholesale sales volume is the sales data sold by car companies to dealers, including show cars, inventory cars, test drives, etc., not vehicles actually delivered to users. It is generally accepted that wholesale sales are higher than retail sales.
The operator's financial network noticed that in the December 2023 production and sales express report released by GAC Group, GAC Aion's sales volume was higher than that of retail sales, which was consistent with wholesale sales.
According to the announcement data, the sales volume of GAC Aion New Energy Automobile Co., Ltd. is 45,947 units, that is to say, the sales data disclosed in the GAC Group's production and sales express report is higher than the data actually delivered to users.
However, it is strange that in the GAC Group's production and sales report, the annual cumulative sales volume of GAC Ai Safety is lower than the annual retail sales disclosed by the Passenger Association. According to the express report, the cumulative sales of GAC Aion from January to December 2023 are 480003 units, but the retail sales ranking of new energy manufacturers from January to December 2023 of the Passenger Association shows that GAC Aion sold 483632 units, ranking third.
It is understood that in 2023, GAC Aion's target sales volume is to maintain 500,000 units and strive for 600,000 units. According to the data released by the group, although the goal was not achieved perfectly, the gap is not large. It is reported that GAC Aion's sales target for 2024 is to strive for 700,000 units, which can be regarded as seeking progress while maintaining stability.
I don't know whether Gu Huinan, general manager of GAC Aion, will be affected by the sharp month-on-month decline in January.