Before they have time to stay in the joy and sorrow of the sales results in 2023, with the announcement of sales in January 2024, car companies have entered another year non-stop.
Due to the difference in the pace of new energy, the sales targets of major car companies in 2024 are also significantly different. Radical or conservative, who is delusional? Who is ambitious?
Aion and Li lead the new forces' 2024 sales target with 800,000 units.
In 2023, Aion's cumulative sales will be 480,000 units, a year-on-year increase of 77%, much higher than the 12% growth rate of China's auto market. Aion's sales target for 2023 is 500,000 units, with a target completion rate of 96%.
However, Aion's sales volume will decline significantly in the second half of 2023, and the key factor is that the online car-hailing market on which it relies is gradually saturated.
In 2024, Aion wants to achieve 667% growth rate, howTake off the "ride-hailing" labelIt's a big key. To this end, Aion is making efforts to develop the high-end brand Haobo, but whether consumers will pay for two or three hundred thousand or even millions of Aion models still needs to be a big question mark.
Ideal became the only new force to complete the sales target in 2023, with a total of 3760,000 units, a year-on-year increase of 1822%, exceeding the annual sales target of 760,000 units.
The sales curve has also doubled Li Xiang's confidence, and the goal of 800,000 units means that the ideal is to double the sales volume this year and the monthly sales volume to reach 6670,000 units. From the sales trend, it is not difficult to find that the ideal in December reached the highest point of 5 monthly sales040,000 units, last year did not have a month to achieve 6670,000 units.
The Ideal MEGA may become a new sales growth point for the brand, and the car will be launched on March 1, 2024. In addition, it took less than two hours for the pre-sale order to break 10,000 units, which is still in the case of a pre-sale price of 600,000 yuan, which is enough to see that the market feedback is very enthusiastic.
But the ideal mega is not without opponents, because after the Xpeng X9 was listed, many users on social media directly switched to the latter.
Judging from the sales data released by Xpeng in January, X9 delivered 2,478 units, which means that it has taken the lead in seizing the opportunity in the high-end MPV market. So what else is the killer feature of Ideal MEGA? Will it respond to the Xpeng X9 with a shocking price? are all issues of concern.
The ideal sales in 2023 skyrocketed due to the success of the L series, but the new M7 had a big impact on it, and the sales champion of medium and large MPVs also changed hands in December last year. However, the official said that the ideal L7 L8 L9 will usher in the 2024 model, or will change this situation.
But asking the world doesn't necessarily give you the ideal opportunity.
According to the information it conveyed to upstream ** merchants, its full-year sales target for 2024 is 600,000 units. According to official data, in 2023, the world will be delivered 9440,000 units, with a target achievement rate of 944%。The target of 600,000 units means that Wenjie will achieve an increase of more than 530%.
The new M7 has undoubtedly injected a boost into the brand. In January 2024, Wenjie ushered in a good start, with sales of 330,000 units, up 3476%，Beyond the ideal, won the new force monthly sales champion for the first time
According to the 120,000 orders for the new M7 and the successive deliveries of the M9, the brand's sales are likely to continue to rise, of course, there is still a big gap between this and the goal of achieving monthly sales of 50,000 units.
The company will also use a facelift to boost sales, such as the launch of the new M5 during the Beijing Auto Show in April this year. At the same time, high-end intelligent driving will also become a major grasp of the world, from January 31 this year, the M5 and the new M7 intelligent driving version of the world began to upgrade the high-end package OTA versionNCA high-level intelligent driving in urban areas that does not rely on high-definition maps can be realized nationwide。Overall, it is a certainty that the sales volume of the question industry will rise sharply in 2024.
In 2023, Nezha Automobile, which is relatively weak, has set a target of 300,000 units, but 136The 2% growth rate is just as aggressive. Unlike other new forces, Nezha CEO Daniel Zhang said that he would achieve an overseas sales target of 100,000 units this year.
According to the sales data in January, Nezha Automobile's overseas sales accounted for 28%, leading a number of new domestic forces. The growth of the Southeast Asian market is the key, and Nezha has already laid out factories in Thailand and Malaysia, both of which are planned to be put into operation in 2025, when Nezha is expected to seize the opportunity.
The overseas market will become a major core point of Nezha's sales growth, but the factory is put into operation and large-scale channel construction cannot be completed in a year, so Nezha's overseas sales may have to wait until after 2024.
Xpeng and NIO have not yet announced their sales targets for 2024, with the former aiming for 150,000 units in 2023 and finally completing 1420,000 units, while the latter achieved 160,000 units. It is rumored on the Internet that Xiaopeng's target is 280,000 units, but I personally think it is unrealistic, and the key is that Xiaopeng's production capacity has not kept up.
According to He Xiaopeng's Weibo, the brand had a backlog of tens of thousands of X9 orders in January, but only more than 2,000 were delivered that month. Nowadays, there are many choices of new energy brands, and how many "Pengyou" will wait firmly?
According to Cui Dongshu, secretary general of the Passenger Car Association, the wholesale of new energy passenger vehicles is expected to reach 11 million units in 2024, a year-on-year increase of 22%. Although the new forces are small, their growth rate far exceeds that of the industry, and they are still very aggressive.
The target growth rate of traditional large manufacturers, mainly fuel vehicles, is concentrated at about 10%. However, in terms of the expected growth rate of the new energy sector, it is much higher than that of the industry.
For example, Changan Group's sales target for 2024 is set at 2.8 million units, up from 255 in 202330,000 units increased by 97%。Among them, the growth target of the new energy sector is 559% to achieve sales of 750,000 units. As a comparison, Changan Group's new energy sales volume in 2023 will be 4810,000 units, a year-on-year increase of 692%, good gains.
At present, Changan holds sub-brands such as Changan Qiyuan, Deep Blue, and AVATAR. Among them, Deep Blue and AVATR are getting better, and the cumulative sales of the former in 2023 will reach13.690,000 units, the latter will be personally led by Zhu Huarong, chairman of Chang'an Group, in 2023, and the status of the group has soared.
In addition, the GAC Group will last year 250Sales of 50,000 units will increase by 10% to approximately 250,000 units. Feng Xingya, general manager of Guangzhou Automobile Group, said in an interview that it is necessary to focus on international business and new energy business.
According to GAC Group's previous "14th Five-Year Plan", the overseas sales target for 2025 is 150,000 units, and judging from the annual overseas sales of less than 50,000 units in 2023, GAC's overseas market performance in 2024 is likely to not support the growth of the group's sales.
Then the new energy business and the joint venture sector are the growth points of GAC GroupFor example, in 2024, GAC Toyota will launch a new SUV model, and its brand Aion will continue to make efforts.
In 2023, the sales volume will increase by 52Chery, which is 6%, is unusually conservative, and Yin Tongyue, chairman of the group, said that the target for 2024 is to exceed the sales growth rate of the industry by 10-20 percentage points. With Xingtu, ICAR, and Fengyun Sequence in hand, Chery has achieved a comprehensive deployment in the field of new energy in 2023.
For the development trend of the automotive industry in 2024, Yin TongyueIt is believed that the situation will be more severe, and it is expected to grow at a low level. Therefore, it is easier to understand that Chery's sales target is more stable.
Equally conservative is FAW Group, which takes "fast forward in stability, priority in efficiency, forging strengths to make up for weaknesses, and keeping integrity and renewal" as its development route in 2024. Unlike other traditional manufacturers, FAW Group is very large, achieving 337 in 202330,000 units sold, with a target growth rate of only 2 in 20249%, an increase of about 100,000 units to 3.47 million units.
Traditional manufacturers generally expect the development situation in 2024 to be more severe, with the fuel vehicle market shrinking, the new energy transformation has not yet been completed, the volume is larger, and the efficiency is the priorityThese are the reasons why sales targets are more conservative, in stark contrast to the new forces, but relatively conservative targets also mean that they are easier to achieve.
There is also an "alternative" among the traditional manufacturers - BYD, because he has almost no of the above problems faced by traditional manufacturers. At present, BYD has not announced its sales target for this year.
In January 2024, BYD's sales reached 20150,000 units, a year-on-year increase of 339%。Monthly sales of more than 200,000 units have become the norm for BYD, and if this growth rate is maintained, then BYD's annual sales of 4 million units will have almost no problem. So what do you think BYD's final sales target will be?
In 2023, Changan Automobile's joint venture segment will account for less than 20% of sales; GAC will achieve a breakthrough in its own sector in 2023, and the joint venture segment will encounter headwinds.
In 2024, Changan will set the sales volume of its own segment at 22040,000 units means that the sales target of the joint venture is only 5960,000 units, accounting for 18% of the group's total target.
In January this year, Chery Group sold 2010,000 units, Geely Group sold 21350,000 units. The rapid development of autonomy means that there is not much room left for joint venture cars. The trend is like this, and the joint venture brand is also seeking stability.
For example, the FAW-Volkswagen brand targets 1.05 million units in 2024, which is a rare brand that is the same as the terminal sales in 2023.
FAW-Volkswagen Volkswagen brand accomplishes its goal in two steps: first, it will maintain its leading position as a fuel vehicle and will launch two new products and a variety of facelifted models, including the all-new Magotan and the mid-term facelift Golf; The second is IDThe family will hit 100,000 units, and at the same time, it will accelerate the implementation of hybrid models.
Another example is that Beijing Hyundai is also very low-key, although it has not announced the sales target for 2024, but from the previous plan, Beijing Hyundai will achieve a scale of 500,000 units in 2025.
In 2023, Beijing Hyundai's sales volume will be 2570,000 units, to achieve a scale of 500,000 units in 2025, with a compound annual growth rate of about 40%, which means that it will reach about 350,000 units in 2024. At a time when the fuel vehicle market is shrinking and the new energy brand image has not yet been established, Beijing Hyundai is not optimistic about achieving an increase of 100,000 units in 2024.
In 2023, the sluggish sales performance of mainstream joint venture brands has become a common phenomenon. After a not-so-smooth 2023, joint venture brands may face a more severe situation in 2024.
Regarding the establishment of sales targets for 2024Traditional manufacturers with strong sales of fuel vehicles are oriented by stability and pragmatic as a whole, especially joint venture brands whose living space is squeezed
Smaller new-generation brands, on the other hand, are not afraid of tigers, striving for higher growth in exchange for a chance to stay at the table. If we estimate the 2023 target completion rate, most of the new forces may not be able to achieve their sales targets this year.
However, dreams still have to be there, what if they come true?