Finance Associated Press, February 1 (Reporter Zhang Yipeng).After bidding farewell to 2023, the "new forces" of car manufacturing incubated by traditional car companies will be under pressure in the first month of 2024. AITO ranked first in the world, GAC Aion and Deep Blue respectively.
Second and third place.
On February 1, VOYAH was the first to announce its January 2024 report card, with 7,041 units delivered in a single month, a year-on-year increase of 35484%, down 2971%。"VOYAH's sales in January have made a good start for 2024 and given us firm confidence in better and faster development in 2024. In the view of Lu Fang, CEO of VOYAH Automotive, strengthening concentration, rapid response and adhering to long-termism will become the key words of VOYAH in 2024.
The strategic cooperation agreement signed between VOYAH and Huawei in Shenzhen has attracted much attention from the industry, and the two parties will jointly create the ultimate intelligent travel experience based on their respective advantages in their respective fields and focus on user needs. In this regard, the industry generally believes that VOYAH will become a new member of Huawei's "HI mode".
After slowing down in October and November last year, GAC Aion's sales rebounded in December. In the past January, GAC Aion's sales were once again "cold", with 24,947 units delivered in a single month, a year-on-year increase of 14443%, down 4559%。Despite the obstacles in the domestic market, GAC Aion performed well in the overseas market, achieving monthly sales of more than 3,000 units.
After entering January 2024, the new M7 will continue to sell well, and AITO will also surpass GAC Aion and become the new leader of the "new force" in monthly sales for the first time. The AITO Wenjie series delivered 32,973 new vehicles in January, up 636% year-on-year83%, an increase of 3476%, of which 24 days were delivered in a single day to exceed 1,000. Deliveries of the new M7 reached a new high, with 31,253 new vehicles delivered in a single month, exceeding 30,000 units for the first time. Since its launch in September 2023, the new M7 has accumulated more than 140,000 units. "We are underconservative in our estimation of the popularity of the Smart Car. Yu Chengdong, Executive Director of Huawei, CEO of Huawei's Device Business Group, and Chairman of the Intelligent Vehicle Solution BU, said bluntly that Huawei's next priority is to work with partners to ensure high-quality delivery.
The strong performance of the new M7 also boosted the sales performance of Celis Motors. According to the data, the sales volume of new energy vehicles in January reached 36,838 units, a year-on-year increase of 6541%。"Catalyzed by channels and products, the new models Wenjie M7 and M9 are expected to open a new round of volume cycle, helping the company's profit in the first quarter to improve significantly. Cialis Automobile said.
In the second echelon of the "new forces", the sales of Extreme Krypton, Deep Blue and Zhiji all declined month-on-month in January. Navy delivered 17,042 units, up 177 percent year-on-year69%, down 707%;ZEEKR delivered 12,537 vehicles, up 302 percent year-on-year34%, down 697%;Zhiji sold 5,305 new vehicles, up 946 percent year-on-year35%, down 4905%, of which 4,766 units were sold in the LS6.
According to the latest "China Auto Dealer Inventory Warning Index Survey" released by the China Automobile Dealers Association, the inventory warning index of China's auto dealers in January 2024 is 599%, down 19 percentage points, up 68 percentage points. The inventory warning index is above the boom and wither line, and the automobile circulation industry is in a recession range, and the prosperity has fallen from the previous month.
January 2024 is approaching the Spring Festival, and compared with the peak sales trend at the end of 2023, the heat of the auto market has cooled down significantly. It is estimated that the terminal retail sales of passenger cars in January will be about 2.2 million units, due to the low base in the same period last year, the year-on-year increase is larger, but the month-on-month decline. The China Automobile Dealers Association said that looking forward to February, the auto market may see a further decline. "Affected by the Spring Festival in February, and the number of working days is reduced, the passenger flow and sales of dealers will decline significantly, and the auto market will enter the traditional off-season. ”