[First Commercial Vehicle Network Original].
In 2023, China's commercial vehicle market will take "recovery" and "continuous growth" as the main keywords, and many market segments have achieved double-digit growth, but some segments have failed to outperform the market"**The pickup truck market, which will only increase slightly in sales in 2023, is one of them.
So, won't there be any bright spots in the pickup truck industry in 2023? Of course not, the new energy pickup truck, which has skyrocketed by 2 times and has a penetration rate of more than 2%, is very worth mentioning.
Nearly 7,500 units have been sold, and the electrification penetration rate has exceeded 2%.
According to the latest data mastered by the first commercial vehicle network, from January to December 2023, a total of 7,499 new energy pickup trucks were sold in China (note: the data in this article ** is the actual sales caliber of compulsory traffic insurance, excluding exports and military vehicles, the same below), an increase of 197% compared with more than 2,500 vehicles in 2022, a net increase of nearly 5,000 vehicles.
7499 cars, how much presence can it have? In 2023, the domestic pickup truck market will have a cumulative sales of 33420,000 units, a slight increase of 11% 。In 2023, the penetration rate of new energy pickup trucks will reach 224%, compared to 0. in 202276% had a visible improvement.
According to the monthly trend of domestic new energy pickup truck sales from 2022 to 2023, it can be clearly seen that every month in 2023, the sales volume of new energy pickup trucks is higher than that of the same period in 2022. In 2023, the domestic sales of new energy pickup trucks will achieve "12 consecutive increases", and there will be 11 months of year-on-year growth of more than 100 in the whole year, that is to say, the new energy pickup market will double in 11 months in 2023, of which the sales volume in May will soar by 2948% year-on-year.
As can be seen in the figure above, there will be more than 200 units in the month with the lowest sales volume in the new energy pickup truck market in 2023, with an average monthly sales volume of more than 600 units throughout the year, reaching 624 units, and December is the highest sales month in 2023, which is also the first time that the monthly sales volume of the new energy pickup truck market has exceeded 1,000 units.
In 2023, 31 provinces (municipalities and districts) across the country will have new energy pickup trucks listed on the road, and this number will be 28 provinces (cities and districts) in 2022. In terms of cities, in 2023, a total of 253 cities across the country will have new energy pickup trucks licensed, of which 19 cities will have more than 100 licenses, and 10 cities will have more than 200 licenses, and the top cities will be Chengdu, Guangzhou, Haikou, Wuhan, Nanning, Qingdao, Shenzhen, Xi'an, etc.
Radar won the monthly list championship 10 times and won the year-end sales championship with 4,681 units
In December 2023, the monthly sales volume of the new energy pickup truck market exceeded 1,000 units for the first time, reaching 1,157 units, and in that month, more than 2 companies in the new energy pickup truck market sold more than 100 units for the first time.
In December 2023, Geely Radar, Zhengzhou Nissan, and Foton Motor all sold more than 100 new energy pickup trucks, and the three companies together shared more than 90% of the new energy pickup market that month. It is worth mentioning that Geely Radar, which ranks first, will win the monthly sales list for a total of 10 times in 2023, which is very strong. Expanding the scope of 2023, the above three companies are also the leading companies in the new energy pickup market.
New energy pickup brand sales table from January to December 2023 (unit: units).
In 2023, a total of 7,499 new energy pickup trucks will be sold in China, a year-on-year increase of 197%, and a total of 13 pickup truck manufacturers will achieve sales of new energy pickup trucks, an increase of two from 2022. In terms of growth, most companies have achieved growth, and the top 10 companies in sales in 2023 will increase by 7 and decrease by 3, among which Geely Radar and Guizhou Wanren will increase by 6887% and 1100% year-on-year, outperforming the overall growth rate of 197% in the new energy pickup marketChangan Kaicheng is a net growth, and Zhengzhou Nissan, Jiangling Motors, Qingling Motors, SAIC Maxus and other enterprises have also achieved a certain degree of growth. At the same time, more than one company saw declines, with two of them experiencing double-digit declines.
In terms of market share, Geely Radar, which ranks first on the list, will sell a total of 4,681 vehicles in 2023, and it will alone eat 62 of the new energy pickup truck market in 202342% share, a significant increase of about 60 percentage points compared with 2022;Zhengzhou Nissan will sell a total of 1,418 vehicles in 2023, with a market share of 1891%, is another company with a market share of more than 10%;Foton Motor, Jiangling Motors, Qingling Motors, and Great Wall Pickup, which rank 3-6, will sell 649 units, 209 units, 200 units, and 134 units, respectively, in 2023, with market share respectively. 67% and 179%；The sales volume of other companies did not exceed 100 vehicles, and the market share was less than 15%。
Pure electric vehicles accounted for more than 99%, and the total share of the top 10 hot-selling models exceeded 9%.
The first commercial vehicle network noticed that in the field of commercial vehicles, whether it is heavy trucks or light trucks, the fuel types of new energy vehicles are very rich, and fuel cell models and hybrid models have a certain sense of existence. However, in the field of new energy pickups, it is still the world of pure electric vehicles, and the proportion of pure electric vehicles for new energy pickups licensed in 2022 and 2023 will reach 100% and 99% respectively31%。In addition, the gradual replacement of gasoline-to-electric models by pure electric platform products is also a major feature of the new energy pickup truck market in 2023.
In terms of models, in 2023, a total of 41 products in the new energy pickup market will compete in the market, and from this point of view, the new energy pickup market is still in the initial cultivation stage. Among them, the total number of the top ten hot-selling models has reached 6,872, accounting for 91 of the new energy pickup market in 202364% share.
Top 10 best-selling models in the new energy pickup truck market in 2023
From the brand perspective, among the top ten hot-selling models of new energy pickup trucks in 2023, Zhengzhou Nissan occupies four seats, Geely Radar grabs three seats, and Foton, Qingling and Jiangling three companies each grab one seat.
Conclusion:
In 2023, the new energy pickup truck market will grow for 12 consecutive months, with 7,499 units sold, a year-on-year increase of 197%, becoming the most eye-catching color in the pickup truck market. In 2023, Geely Radar will win the championship in the new energy pickup truck market with a market share of more than 6%, and almost single-handedly help the penetration rate of new energy pickup trucks to achieve a breakthrough of 2%. It is foreseeable that with the continuous promotion of the "dual carbon" strategy and the increasingly friendly policies for pickup trucks, there is almost no suspense that the new energy pickup market will continue to rise in 2024, but in what way?Will Geely Radar continue to dominate or will other companies catch up and let a hundred flowers bloom?Or is there another company that has come out of nowhere?This site will continue to pay attention to the report.