The domestic auto market ushered in a big explosion at the end of last year, and the sales data released by the Passenger Car Association showed that in December 2023, domestic passenger car manufacturers sold a total of 271 new cars40,000 units, up 22% year-on-year. Among them, the SUV market is the segment with the highest growth rate, with a total of 138 cars sold80,000 units, up 29% year-on-year.
Judging from the specific situation of the best-selling models, in the domestic SUV market in December last year, new energy products can be described as a comprehensive explosion, with monthly sales of more than 40,000 units of three models, all of which are new energy products. Among them, the monthly sales of Tesla's Model Y once again crossed the 60,000 mark, and BYD's Song PLUS and Yuan PLUS models also achieved monthly sales of more than 40,000 units.
In addition, it is worth mentioning that the recent **continuous** Wenjie car, at the end of last year is also particularly topical, not only the new model Wenjie M9 pre-sale situation is gratifying, the new Wenjie M7 market performance is also quite hot, in December last year has crossed the threshold of monthly sales of more than 20,000 units, becoming a real explosive model.
Small SUV market: The MG ZS dominates
At the end of the year, the current situation of the domestic small SUV market is not very ideal, in December last year, there were only 3 small SUVs with sales of more than 10,000, and all of them were independent models. The once popular joint venture small SUVs, such as XR-V and Binzhi, have become the role of "accompaniment" in the market, and can only barely maintain the market heat by virtue of their great efforts.
The MG ZS is the only small SUV with monthly sales exceeding 20,000 in December last year, and the only small SUV to enter the top 20 monthly sales.
Seeing the monthly sales of MG ZS approaching 30,000 units, you may have a question, why don't we usually "encounter" such a "hot" model on the road?
The answer is also simple, on the one hand, because the "super" high sales in December last year are not the market norm for MG ZS. In fact, in the whole of last year, there were only four times when the MG ZS sold more than 20,000 units per month, and it exceeded 2Of the 50,000 units, only this one was in December last year. Obviously, at the end of the year, the model took the initiative to adjust the wholesale sales volume for a beautiful full-year data.
In addition, the main market of MG ZS is not in China, and the MG brand is the vanguard of SAIC Motor's overseas strategy. Because it is a brand bought back from Europe by SAIC, compared with other independent brands, MG has a better mass base in the European market and has the inherent advantage of exporting to overseas markets, and MG ZS is the main product of the brand in the export market. According to the European sales data compiled by Gasgoo, there is only one model from a Chinese brand, namely the MG ZS, on the list of the top 50 best-selling models in Europe in 2023. Last year, the sales of MG ZS in the European market nearly doubled, up 94% year-on-year8%, ranking 40th. At the end of the year, the MG ZS market momentum in Europe is actually more violent, and in December 2023, the MG ZS ranked 19th in the list of the top 50 best-selling models in Europe.
Compact SUV market: Strong performance of independent new energy products
The compact SUV market is still the segment with the most "firepower", and more than half of the top 20 SUV sales are compact SUVs. Moreover, compact SUVs are also a market segment with a relatively high penetration rate of new energy vehicles, with sales champions and runners-up all new energy products, and monthly sales of more than 40,000 units.
BYD is the absolute leading brand in the compact SUV market, and among the 11 SUV models in the top 20 SUV sales list, 3 of them are BYD's models, and the sales champion and runner-up are BYD's dynasty series products.
After the Song family distinguishes two SUV models: Song PLUS and Song Pro, and counts the sales data separately, it does not show a situation of diverting the market from one to the other, but to work together to rise. Song PLUS sold more than 50,000 units in December last year, and Song Pro also sold more than 2The monthly sales of 30,000 units are accounted for, which shows the strong appeal of BYD in the domestic new energy market. In addition to the Song family, the Yuan family will also usher in a small outbreak again at the end of 2023, with sales of more than 40,000 units in October, November and December, for three consecutive months.
The Aion Y is another compact NEV SUV that ranked among the top 20 SUVs in terms of sales in December last year. The market momentum of the Aion brand has been good in the past two years, and in 2023, it has achieved a market leap of nearly 500,000 units (480,000 units) in annual sales, and successfully crossed the threshold of cumulative production and sales of one million units by the end of 2023. Among them, Aion Y is the main contributor, personalized design, good space utilization, etc., are the advantages of Aion Y's products, of course, the relatively high cost performance, is also the key reason why this car can be popular.
In the traditional oil vehicle market, independent compact SUVs and joint venture compact SUVs are still showing a trend of competition, with monthly sales exceeding 2 in December last yearOf the 50,000 products, the market share of Toyota R**4 and Haval H6 is comparable, and both handed over 2Monthly sales in the early 50,000s.
In addition, compact fuel SUVs with monthly sales of more than 20,000 units include the Honda CR-V and Toyota Corolla Ruifang. CR-V is an evergreen tree in the joint venture SUV market, as the first generation of "god car" in the domestic SUV market, over the years has accumulated a good market reputation, except for a few months because of the more serious quality hazards, fell into a short market downturn, most of the other time, CR-V can occupy a place on the domestic SUV best-selling list. The Corolla Ruifang is a joint venture SUV that has recently become popular. This car is positioned between C-HR and R**4, and the Corolla sedan is also based on the TNGA GA-C platform, and the lower price is the Corolla sharp "main**" can have a compact SUV with the Toyota logo at more than 100,000 yuan, which is still more attractive to many consumers with relatively limited budgets.
Midsize SUV market:The Model Y is unbeatable
After all, the current market segments most impacted by independent new energy products are mainly concentrated in the low-end and high-end markets, and the products of independent car companies in the field of medium-sized cars are relatively limited.
The Model Y is not only the best-selling mid-size SUV, but also the best-selling model in the domestic market in December 2023, and at the same time, it is also the only model with monthly sales exceeding 60,000 units. Not only is it a bestseller in the Chinese market, but also on the global stage, the Model Y is already a champion-level "player". Previously, foreign media reported that at the fourth quarter of 2023 financial report** meeting, Tesla said that the Model Y is already the best-selling car in the world in 2023. You must know that Model Y just started to deliver products to customers four years ago, and it is inseparable from Tesla's brand benefits and the advantages of the product itself in terms of intelligence, and of course, it is also inseparable from Tesla's continuous many ** downgrades.
With the exception of the Model Y, all other midsize SUVs that sold well in December last year were gasoline vehicles. The Tiggo 8 has become Chery Automobile's thickest market "thigh", with a record delivery of more than 2 in December 2023Monthly sales of 50,000 units. In addition, the continuous introduction of new versions to stimulate the market is also the key reason why Tiggo 8 can sell well for a long time.
Being more willing to make profits is also Audi's main competitive advantage among the top three German luxury car BBAs. In the SUV market, the Audi Q5L was able to deliver monthly sales of nearly 20,000 units at the end of last year, and the large terminal profit concession is the main stimulus. The situation of Tiguan L, Envision and Tanyue is actually similar, they are all mainstream joint venture SUV products, and they are all facing the impact of independent new energy products and the pressure of the market for luxury car products. One of the more representative is the Tiguan L, as SAIC Volkswagen's main model in the SUV market, the Tiguan L has often been able to maintain 1The monthly sales of more than 50,000 units, but after entering 2023, the ** of the Tiguan L has deteriorated significantly, and the monthly sales of less than 10,000 units have occurred many timesMore than 50,000 units.
Medium and large SUV market: Surprise from the world
After entering 2023, Li Auto can be said to be making full efforts, and its three products in the high-end market have achieved good results, becoming the biggest "star" in the domestic medium and large SUV market. But in December 2023, the situation has changed, although the L7, L8 and other products under the ideal are still performing well, but there is another model that has sprung up, and the monthly sales of the M7 have exceeded 250,000 units, making it the best-selling mid- to large-sized SUV.
In the domestic medium and large SUV market, the ideal car is a dominant situation, at the end of last year was broken, although the ideal L7 also handed over a record monthly sales of more than 20,000 units, but it was still caught up by the recent hot question M7.
How popular is the fully renovated M7? According to the latest news revealed by Yu Chengdong, chairman of Huawei Automotive BU, the number of new M7 has exceeded 130,000 units in the four months since it was launched. In September last year, the all-new Wenjie M7, which was claimed to have invested 500 million yuan in transformation, was far ahead of the market as soon as it was launched, and it refreshed the ceiling of the domestic new car set record several times in a row. At present, according to the official information, more than 2The monthly sales of 50,000 units is just the beginning, and as the production capacity ramps up, the higher target will be broken by the M7. It is reported that in order to improve the production speed of the first M7, Cialis Automobile has invested more than 1 billion yuan and added more than 20,000 people to ensure high-quality and fast delivery of new cars. He Liyang, president of Sailis Automobile***, has revealed that starting in January 2024, the monthly delivery capacity of the new M7 will reach 30,000 units.
Although Ideal has been robbed of the title of the champion of single vehicle sales in the medium and large SUV market, in terms of overall sales data, Ideal is still the winner in the market segment. The Ideal L7 once again set a new delivery record, achieving monthly sales of more than 20,000 units for the first time. The Ideal L8 is also setting a new record, with sales exceeding 1 in December last year50,000 units. In addition, in the higher-level D-segment SUV market, the ideal performance is unmatched, and the monthly sales of the ideal L9 with a starting price of more than 400,000 units are also close to 150,000 units. In addition to the ideal and the world, Zhiji Automobile, which launched the new car LS6, also ushered in a market explosion at the end of 2023, and Zhiji LS6 delivered 9,878 units in December last year, which can also be described as a big leap in the market for this new brand that was not too hot in the market before.
Generally speaking, in the current domestic medium and large SUV market, independent new energy products, especially range extender products, have established obvious market advantages, and joint venture high-end products and luxury products represented by BBA can only play the role of catch-up. It can be said that the battle for independent high-rise, which has been laid out for decades, has finally ushered in the dawn of victory in the past two years with the help of the general trend of electric consumption.