Cialis asks for export estimates
There has always been news that Cialis has entered the international market and exported to Russia and other countries. However, Sailis has not disclosed export data. Yesterday, in the process of analyzing the production, sales and delivery volume of Cialis, it was found that the export volume of Cialis Wenjie can be estimated based on the difference between sales volume and delivery volume.
According to the production and sales express data of Celis from October 2023 to December 2024 and the delivery data of all AITO series officially announced by "AITO Auto", except for January, the delivery volume in other months is less than the sales volume. As we know, the sales volume refers to the amount of sales sold by Sailis Automobile to "domestic and foreign" dealers, and the delivery volume refers to the number of licenses issued by Wenjie in "China". Therefore, is the difference between sales volume and delivery volume the export volume of Cialis Wenjie? Not exactly, because after domestic dealers buy Wenjie, they will not sell them to consumers (on the plate), and will leave a few display cars and test drive cars.
Therefore, such a calculation formula can be derived. Sales volume Deliveries = Exports The number of vehicles displayed or test-driven by domestic dealers.
Due to the number of cars displayed or test-driven by domestic dealers, in the final analysis, it is a constant value. According to statistics, by the end of 2023, there will be a total of 1,028 AITO user centers or experience centers across the country, and according to the basic configuration of an average of 2 display cars and 2 test drives per store, about 4,000 display or test drive cars are needed.
Therefore, the export volume = the sales volume of the delivery volume 4000.
The "sales volume and delivery volume" in December 2023 is significantly higher than that in October and November, and it is possible that part of the sales data in January will be moved to December in order to rush the sales data at the end of the year, resulting in the "sales volume and delivery volume" in January 2024 being less than 0.
If we add up the "sales and deliveries" from October 2023 to January 2024, we can calculate the total "sales and deliveries" of these four months to be 8,363 units.
Therefore, the minimum export volume for the four months was 4,363 vehicles (formula: 8,363 4,000). As for the maximum? That's about 8,363 vehicles.
Let's ask for a monthly export volume of about 1,000 to 2,000 vehicles, accounting for about 5% to 10% of the sales volume of Wenjie.
As a comparison, let's take a look at BYD's share of exports.
According to BYD's 2023 semi-annual report, about a quarter (25%) of BYD's revenue comes from overseas, and BYD's exports account for about a quarter (25%) of BYD's total sales.
From this point of view, there is still a lot of room for improvement in the export volume of the world, if the future sales volume of the world can reach 80,000 units, its first volume should reach 20,000 units, basically achieve the same export ratio as BYD, that is, about 25%.
Therefore, some people say that it is an impossible task to achieve annual sales of one million vehicles, but in fact, it is not so far away when disassembled.
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