This newspaper (chinatimesnet.CN) reporter Yu Jianping and trainee reporter Wen Chong report from Beijing.
After production and sales hit a record high of 30 million units, the China Association of Automobile Manufacturers will continue to maintain a steady and positive development trend in China's auto market in 2024, with total vehicle sales exceeding 31 million, a year-on-year increase of more than 3%. Reflected in car companies is the 2024 sales target and new product plan that have been released one after another.
According to incomplete statistics from the China Times, up to now, more than 20 car companies or brands have announced their sales targets for the new year. Overall, with only four automakers achieving their sales targets in 2023, most traditional automakers are relatively pragmatic and steady in setting targets for 2024, with a growth rate of between 10% and 30% compared with the actual sales in 2023. However, there are also some radicals, especially new energy brands such as new car manufacturers, which are expected to double at every turn, and even reach 6 times that of the previous year, an increase of 538%.
Most of the "pragmatic" traditional car companies have an increase of about 10%.
In 2023, China's auto industry has achieved remarkable results, but the potential is even greater. When we break through the scale of production and sales of 30 million and occupy 33% of the world's market sales, we must have the ambition to make China's automobile production and sales exceed 40 million, and further move towards 50 million, and strive to make China's automobile market share in the world automobile market exceed 40%, and move towards 50%. Cui Dongshu, secretary general of the passenger association, said.
In the face of the huge potential of the future, car companies have announced sales targets for 2024. At present, among the six major domestic automobile groups, FAW Group, Dongfeng Group, Changan Automobile and Guangzhou Automobile Group have issued new year sales targets, with a growth rate of between 10% and 30%, and BAIC Group and SAIC Group have not yet released clear sales targets for 2024.
Among them, FAW Group is the most pragmatic and is the most conservative of the car companies that have announced their New Year's goals. The FAW Group plans to reach 3.47 million units in 2024, up from 337 in 2023The actual sales growth of 30,000 units was only 3%. Referring to FAW Group's actual year-on-year growth in 2023, it will increase by 8With an 8% result, it is more likely to achieve its sales target in 2024. In particular, FAW Group has great confidence in its own sector, and has set the tone that the sales volume of its own sector will reach 900,000 units and strive to reach the level of 1 million units.
Changan Automobile, GAC Group, and Dongfeng Group have relatively close sales targets of 2.8 million units, 2.75 million units, and 2.7 million units, respectively. Compared with the actual sales volume in 2023, there is a slight difference in the growth rate of the three, of which Changan Automobile and Guangzhou Automobile Group have the same growth rate, and Dongfeng Group has a slightly higher growth rate.
Specifically, Changan Automobile, which has set 2024 as the "leap" year, has not "leaped" in the formulation of its sales target, with the target of 2.8 million units actually in line with its sales target for 2023, and the growth rate of 10% is also 8 in 2023The real growth rate of 8% is not much different and is relatively stable. Changan Automobile plans to launch eight new products in the market with a market share of more than 91% target.
The GAC Group is still cautious, with a target of 2.75 million units compared to 250 in 202350,000 units increased by 2450,000 units, an increase of about 10%. Dongfeng Group's target of 2.7 million units is about 29% higher than the actual sales volume of the previous year.
At the same time, among the four major private enterprises in China, Chery, Geely, and Great Wall disclosed their sales targets for 2024, which BYD did not announce, but it is reported that BYD's target may be 4.5 million units.
Among them, Zhang Hongyu, deputy general manager of Chery Automobile Co., Ltd., told reporters: "In 2024, Chery Group's goal is to exceed the sales growth rate of the industry by 10-20 percentage points. "If this sales target can be achieved, Chery Group will reach a new level of 2 million units for the first time.
According to the data, Chery Group will sell 1.88 million vehicles in 2023, a year-on-year increase of 526%, 40 percentage points beyond the industry. Based on this, Chery Group's New Year's resolution is a little low-key. If we refer to the previous growth rate of 3% in 2024 expected by the China Association of Automobile Manufacturers, Chery's sales target for 2024 is about 2.13 million to 2.31 million units. To achieve this goal, Chery Group plans to launch up to 40 new models in 2024.
Geely and Great Wall have both set targets for selling 1.9 million units in 2024, an increase of 13% and 54% respectively compared to actual sales in 2023. Among them, Geely, as one of the few companies to achieve the annual sales target, will continue to accelerate the intelligent transformation of new energy in 2024, and plans to achieve a new energy sales growth of more than 66%. Relatively speaking, Great Wall Motors has the highest growth rate among all traditional car companies that have announced sales targets, but it is still a relatively conservative group compared with new car companies.
The "radical" new car-making forces have reached more than 6 times the maximum
Unlike traditional automakers, new automakers and other new energy brands have set high growth targets, with some automakers planning to double their sales, and the goal is even six times that of the previous year.
Doubling, or even higher, setting sales targets has little to do with their own base, but it is still far beyond the industry, and it is still slightly aggressive. Tian Li, an analyst in the automotive industry, told the China Times.
Both Aion and Li have set a sales target of 800,000 units in 2024. Compared with the actual sales of the previous year, Aion's growth rate is about 67%, which is the most "low-key" among all new energy brands that have announced sales. Li Auto is one of the few companies to complete the annual sales task in 2023, so Li Xiang, CEO of Li Auto, announced the New Year's goal early, compared with 3770,000 units increased by 113%. If Aion and Ideal want to achieve their annual goals, they need to achieve monthly sales of 670,000 units.
Among all the companies that have announced sales, although the target figure of Wenjie is not the highest, it has the greatest ambition, with a planned annual sales of 600,000 units, which is the actual sales volume in 2023 (940,000 units), an increase of 538% year-on-year. In other words, if you want to achieve this goal, you need to sell 50,000 vehicles per month. Judging from the weekly sales data ranking from January 1st to January 28th, the highest sales volume in the world is 2810,000 units.
Achieve 13 in 2023After the achievement of 70,000 units, Deng Chenghao, CEO of Deep Blue Automobile, said: "In 2024, Deep Blue Automobile's global sales target will reach 450,000 units, and 2-3 new products will be created. ”
Leaprun has delivered a total of 1440,000 units, a year-on-year increase of 29On the basis of 7%, the sales target for the new year is set at 300,000-400,000 units, and the year-on-year growth rate will be 108%-178%. In order to achieve this goal, in 2024, Leapmotor will launch a number of new vehicles such as the C10 and C16.
In 2023, the sales volume will be 12Nezha Automobile, which has 70,000 units, has set a sales target of 300,000 units for 2024, of which 200,000 units will be sold domestically and 100,000 units will be sold overseas, an increase of 136%, which is actually quite difficult. To this end, Nezha will intensively launch a number of new models such as Nezha L and new crossover models, as well as 6 global models, and accelerate product iteration and upgrading.
At present, neither NIO nor XPeng have announced sales targets for 2024, with some sources saying that XPeng and NIO have sales targets of 280,000 and 230,000 units, respectively. Li Bin, founder and CEO of NIO, once told the China Times: "2024 and 2025 will be two years of high-end pure electric market outbreak, and the qualifying competition will enter the later stage, and I am very confident in this." ”
ZEEKR has set a sales target of 230,000 units in 2024, which is double that of 2023. The sales targets of Zhiji and VOYAH are 120,000-130,000 units and 100,000 units, respectively, although the volume is not large, but compared to itself, this data has reached more than 3 times and 2 times the actual sales in 2023.
Industry insiders told the "China Times" reporter that the formulation of higher sales targets for new forces and new energy brands is largely related to their great expectations for the rapid growth of the new energy vehicle market. Zhang Yongwei, vice chairman and secretary general of the China Electric Vehicle 100 Association, judged: "China's new energy vehicle market will continue to maintain rapid growth in 2024, and it is expected that the production and sales scale in 2024 is expected to reach 13 million units, with a growth rate of about 40% and an overall penetration rate of nearly 40%; In the passenger car sector, the monthly penetration rate is expected to exceed 50%. ”
Editor: Li Yanan Editor-in-chief: Yu Jianping.