Inventory of car companies 2024 sales targets Who puts satellites and who is too conservative ?

A thousand questions in the general sense.

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Looking back on the achievements of major new energy vehicle companies last year, under the premise of losing policy support, both traditional car companies and new forces seem to have handed over a year-on-year growth report card. However, the involution routine of each car company is deeper than the other, and the sales volume is the best, but the competition process is uncomfortable, and what new tricks can be relied on to stimulate sales this year has become an important topic among major car companies.

At the beginning of the new year, forward-thinking car companies have taken the lead in announcing new car plans and sales targets for this year. Recently, Xiaotong has sorted out the car companies that have announced relevant information, including traditional independent brands such as BYD and Chery, as well as new car-making forces such as Ideal and Weilai, to see which car company has a better chance of completing KPIs.

As the leader of the domestic new energy vehicle market, BYD sold 302 last year440,000 units, achieving the annual sales target of 3 million units. According to official estimates, BYD will sell 4.5 million to 5 million units this year, that is,4.5 million units is BYD's sales target for this year, which translates to an average of 37 per month50,000 units.

According to BYD's current volume, the current best-selling Dynasty Ocean and Denza D9 have actually reached the ceiling level of their respective market segments, and it is difficult to break through the new sales. It is undeniable that Equation Leopard and Yangwang, which only started delivery at the end of last year, will boost the brand's sales this yearHowever, the positioning of the products under the two brands is more high-end and individual, and to further boost sales, more best-selling models need to be launched in the entry-level market.

Xiaotong learned that following the BYD Song L, BYD will continue the L series in the dynasty family this year, and new cars such as Qin L, Tang L and Han L will be launched, while the Yuan Cross and Yuan UP based on Yuan, and the new MPV Tang MAX based on Tang also have relevant information**.

As for the Ocean Net series, Seal and Seagull have formed a relatively solid sales position in the small pure electric vehicle market, and Song L's sister model, Hiace 07 EV, will be launched in the first half of this year, but referring to Song L's monthly sales of more than 10,000 units, the monthly sales of Hiace 07 EV may be around 8,000 units.

In addition to new products, BYD values intelligence more. A few days ago, BYD released a series of technical achievements such as vehicle intelligence and Xuanji architecture, and will launch more than 10 high-end intelligent driving models equipped with lidar this year, which will be open for models of more than 200,000 yuan in the future, and models of more than 300,000 yuan will be fully standard.

BYD was the first to propose that the first half of the competition in the automobile market is electrification, and the second half is intelligence. There's no denying it,BYD is still a certain distance from the first echelon in terms of high-end intelligent driving, but BYD has laid a good foundation for electrification, and it is more confident to develop high-end intelligent driving in the next step.

Yin Tongyue, chairman of Chery Holding Group, said, In 2024, we are welcome in the new energy vehicle market! 」

Judging from the new cars that have been revealed, Chery will launch more than 20 new cars this year, including 10 new energy vehicles, and will also focus on the hybrid market through the Fengyun sequence, the first product Fengyun A8 has been listed, and its performance in terms of endurance, performance and performance is very competitive.

It is understood that Chery's Fengyun sequence will launch new energy products such as Fengyun A8 Pro, Fengyun A9, Fengyun T6, Fengyun T8 T8 Max, Fengyun T9, Fengyun T10, Fengyun T11 and other new energy products this year, which will be covered by all major car segments.

In this battle, it can be seen that Chery is really not polite. According to the plan, the annual sales target of the Fengyun series is 200,000 units. In addition, Chery is also expanding its new energy products under Jietu, Xingtu and ICAR to help Chery new energy sales.

Chery's performance in the fuel vehicle market is very good, but having said that, Chery, which is late in the field of new energy, still relies on QQ ice cream and Chery Little Ant two micro pure electric vehicles to support sales, and it has indeed reached a critical moment in urgent need of transformation.

Perhaps the competition in the new energy market is fierce, even if the Fengyun series will show its strength this year, Chery has only set a sales target of 200,000 units, which translates to 1670,000 units can reach the standard, which is relatively conservative.

Compared with BYD, Geely Group's sales target is less aggressive, at only 1.9 million units, about 220,000 units higher than in 2023, but the official demand for new energy vehicle sales to increase by more than 66%. In 2023, Geely's new energy sales volume will be 48760,000 units, which translates to Geely to sell 810,000 new energy vehicles this year, of which Zeekr has announced that it will challenge the annual sales of 230,000 units this year.

The official has not disclosed too many new car plans, but according to Li Shufu, chairman of Geely Holding Group, Geely's actions in the technical field are similar to BYD's, and will focus on the basic architecture, chassis, battery and other fields, and at the same time accelerate the transformation of new energy intelligence, and form systematic advantages in the fields of intelligent networking, intelligent driving charging and battery swapping.

To put it bluntly, it is nothing more than the new energy vehicles launched in the future, which will bring a more outstanding intelligent experience. As for the new product, there is no official news yet, but Xiaotong believes thatZEEKR is very likely to achieve the annual sales target of 230,000 units.

ZEEKR already has three products, but only ZEEKR 001 can support the brand's sales responsibility, and the positioning of ZEEKR 009 and ZEEKR X models is relatively niche. It will be available at the beginning of this yearThe ZEEKR 007, on the basis of maintaining the brand performance gene, will lower the threshold for buying a car to the 200,000 level, which is the most fierce competition in the current high-end pure electric vehicle market. Combined with the market reputation of ZEEKR, ZEEKR 007 has every opportunity to share the sales task of ZEEKR 001 this year.

The year 2023 of the Great Wall does not seem to be going so well. The company had set an annual sales target of 1.6 million units, but last year it sold only 1.23 million units, with a completion rate of 77%. Xiaotong believes that the Great Wall is facing the pain of transition to new energy, and the halo of best-selling fuel vehicles such as the Haval H6 is fading.

However, Great Wall's new energy sector is gradually lengthening, and its sub-brands have launched many new energy vehicles last year, andOfficials are very confident in this year's development, and set an annual sales target of 1.9 million units

Judging from the revealed product line, a new generation of Haval H9, Tank 300 Hi4-T, Tank 700 Hi4-T, WEY brand full-size hybrid SUV and other new cars will be launched.

Among them, the official picture of the new generation of Haval H9 has been announced, which once gave Xiaotong the illusion of a large version of the Haval Raptors, and it is expected to introduce the Hi4-T system of the Great Wall Watcher on the basis of the original fuel power; The WEY brand full-size hybrid SUV is positioned higher than the Blue Mountain DHT-PHEV, and Xiaotong guesses that the new car is likely to be directly benchmarked against the Li L9.

In terms of Great Wall Motor's current product lineup, SUVs and MPVs have been launched, but they do not have much say in the mid-to-high-end new energy sedan market. Li Ruifeng, chief growth officer of Great Wall, revealed that WEY brand will launch a full range of models, and new energy cars will become the next highlight. In addition, the ORA brand will also launch a new A-Class electric SUV and a C-Class electric sedan.

From the perspective of new car planning, Great Wall Motors has gradually made up for its own shortcomings, and found its own rhythm on the road to the development of new energy fields, Great Wall Motors still has a huge user base, but it lacks an opportunity in the new energy market, and more new cars are needed to act as catalysts.

Aion's 2023 sales target is at least 500,000 units, with a final completion rate of 96%, and will challenge the annual sales target of 800,000 units this year. Changan New Energy sold 480,000 units last year and will challenge its annual sales target of 750,000 units this year.

Aion and Chang'an's sales and targets in the new energy field are very similar, but with all due respect, it is not easy for Aion and Chang'an to achieve their respective goals.

Needless to say, most of Aion's sales structure comes from the ride-hailing market, and although Aion has found a way to get out of this situation in 2023 and launched more high-end products such as the Haobo brand and AION S Max, these new cars have not greatly boosted the brand's sales performance, and more new cars and time are needed to change consumer stereotypes.

Changan Automobile's new energy sales are mainly supported by three sub-brands, namely AVATAR, Deep Blue Automobile and Changan Qiyuan. Xiaotong learned that the three sub-brands have rich product planning this year, of which Deep Blue G318 will be launched in the first half of the year, and new cars such as AVATR E15 E16, Deep Blue C857, and Changan Qiyuan C798 will be launched in the second half of the year.

However, the dark blue G318 is positioned as a hard-core SUV, and its audience is not large, and only the four new cars launched in the second half of the year can promote the brand's new energy sales. It should be noted that on the one hand, these four new cars have played a relatively short role this year, and on the other hand, the competition in the new energy vehicle market is fierce.

As the pioneer of announcing monthly sales, the new EV manufacturers are also quick enough to announce their annual sales targets, and the fastest time to announce relevant information is ideal. After Li Auto announced its sales data for 2023, Li Xiang said on social platforms that his goal for 2024 would be 800,000 (annual sales (monthly sales (monthly sales of a single model (high-speed urban supercharging stations).

The annual sales target of 800,000 units is in line with Aion, but compared to Aion, Ideal seems to have more confidence to achieve this goal. On the one hand, the three models currently on sale, Ideal L7, Ideal L8 and Ideal L9, all have monthly sales of more than 10,000 units, and the facelifted model will upgrade the 8295 chip and large-capacity battery pack, which has improved its performance in intelligence and battery life。On the other hand, the Ideal MEGA will be delivered on March 1, and the Ideal L6, which will be launched in April, will further lower the threshold for consumers to buy a car.

AITO, an old rival of Li Auto, directly set this year's sales target at 600,000 units. This data seems to be 200,000 units less than that of Li Auto, but you must know that AITO Wenjie will sell 94,380 units in 2023, which is equivalent to a year-on-year increase of 600 in annual sales this year. The pressure is obvious, but perhaps it is the best-selling new M7 in the second half of the year that has brought a lot of confidence to the brand.

Combined with the current sales of the new M7, AITO still needs more new products to achieve this goal. The M9, which was launched at the end of the year, is priced at 500,000 yuan, which is obviously difficult to become a high-volume model. Therefore,If AITO wants to accomplish its goal, it can only rely more on the M8 launched this year。Xiaotong guessed that the highlight configuration of the M9, such as the Tuling intelligent chassis, 800V high-voltage battery, etc., should be competitive, and I don't know if the final guide price will be as powerful as the new M7.

Xpeng has set a sales target of 280,000 units in 2024, double the sales for all of last year. This year, Xpeng has launched a new MPV X9, the main selling point of the product is intelligence and comfort, but the vehicle shape is too prominent in the MPV market, and the audience of the MPV market is not high, it is difficult to become the brand's new sales force.

However, Xpeng still has the confidence to set this goal. It has been revealed that Xpeng will launch 3-4 new cars this year, including a mid-size sedan that will replace Xpeng P5, an SUV that will replace Xpeng G3 and a new A+ class sedan. It's true that neither of these new cars has sold well, and being replaced by new ones may allow the brand's sales to take it to the next level.

NIO plans to sell 230,000 units in 2024, but unlike Xpeng,NIO has also lowered its sales target this year, with an average of less than 20,000 units sold per month. At the 2023 NIO Day, NIO released its flagship large sedan, the NIO ET9, perhaps the official also knows that this car is not in volume, and it can only reach the annual sales level of 230,000 units depending on the models on sale.

Finally, Nezha Automobile, with an annual sales target of 300,000 units, is higher than that of NIO and XPeng. It is worth mentioningNezha also distinguished the target of 300,000 units, of which 200,000 units came from the domestic market and 100,000 units from overseas markets.

Unlike other new forces, Nezha's performance in overseas markets is particularly outstanding, exceeding 20,000 units, and it has a layout in 30 countries and regions such as Southeast Asia, Latin America, the Middle East, and Africa. From 2020 to 2022, Nezha Automobile has a cumulative loss of 1114.8 billion yuan, going to sea has become one of Nezha's efforts to turn over, but fortunately, Nezha Automobile can take the lead in gaining a firm foothold in the Southeast Asian market. To this end, Nezha will launch at least four global models this year, with a sales network covering 50 countries and regions, and plans to account for 35% of total sales in overseas markets by 2026.

In all fairness, Nezha Automobile in the domestic market focuses on intelligent equality to ensure the advantages of intelligence and excellence, but there are not many brands with higher influence in the same price range, and Nezha Automobile is difficult to become the first choice of many consumers, and it is reasonable to open up overseas markets.

The new sales target represents the brand's expectations for the new year, and also hints at the brand's attitude towards new products. Judging from the sales targets that have been announced, most brands have high expectations for this year, such as BYD, Geely, Ideal, AITO, etc., and of course, some car companies like NIO hope to spend 2024 steadily.

Of course, for consumers, new products and new technologies are the focus of their attention. Xiaotong is also looking forward to what kind of involution will occur in the new energy vehicle market this year.