In the smoke of the first war, various car companies have announced their February sales data. On the whole, whether it is a traditional car company or a new force, sales have declined significantly.
The new forces are collectively cold
Due to the Spring Festival holiday and other reasons, the sales of new forces in February generally fell by more than 3% month-on-month. Among them, with the continuous explosion of M7 orders, the sales volume reached 21,143 units in February, winning the sales championship of the new forces, followed by Ideal with 20,251 units, and the two are also the only two car companies in the new forces with sales exceeding 20,000 units. The other two, known as "Wei Xiaoli", continue to fall behind. NIO sold 8,132 units in February, which is not far from ideal. Xiaopeng is only 4545 vehicles, although there are new products such as X9, but it is still down 449%, down 2438%。
Tesla's sales hit a 14-month low
Tesla, the leader of the electric vehicle industry, also had a bad February month. According to preliminary data released by the Passenger Car Association on March 4, Tesla's Shanghai factory shipped 60,365 vehicles in February, down nearly 16% month-on-month and 19% year-on-year, which is the lowest level since December 2022.
Tesla's stock price also fell 716%, which makes Musk lose the throne of the world's richest man, giving way to Amazon founder Bezos. Musk currently has a net worth of $197.7 billion, while Bezos has a fortune of $200.3 billion.
BYD was defeated by Chery and lost the championship again
In January of this year, Geely Automobile won 21The sales of 30,000 units beat BYD's 2010,000 units took the lead. By February, BYD's sales were 1220,000 units, again Chery's 1430,000 vehicles pressed over one end.
was overtaken by Geely and Chery one after another, and BYD seemed to be a little panicked. Externally, BYD has accelerated its layout in overseas markets, and its export volume has increased significantly in the past year. Internally, BYD started from the Qin plus Glory Edition, launched 9 Glory Edition models in one go, and continued to explore the bottom line of electric vehicles, triggering a new round of price reductions.
But overall, BYD's current form is not optimistic. Chery's exports remain strong, with nearly 70,000 units exported in January, almost double that of BYD. Geely has also launched a number of Glory models against BYD, and its sub-brands such as Lynk & Co have also performed well, following the big sale of Lynk & Co 08 EM-P, Lynk & Co 07 EM-P will also complete its debut on March 8. In the face of the sales target of 4.5 million units and increasingly fierce competition, I wonder what means BYD will come up with next?