Traditional car companies enter video material.

A few days ago, the Association released the wholesale sales of new energy passenger car manufacturers in March. The data shows that the sales volume of new energy vehicle manufacturers in the first quarter is expected to be 6.5438+0.48 million, a year-on-year increase of 25%; Among them, the wholesale sales volume of new energy passenger car manufacturers in March was 600,000 units, up 20% from the previous month and 30% from the same period last year. Next, let's take a look at the specific sales situation with the "car circle".

10 Many car companies have sold more than 10,000 cars a month.

It can be found from the list that nearly 12 car companies have sold more than 1 10,000 vehicles in a single month, most of which are traditional fuel car companies. Specifically, BYD, Tesla, and GAC Aian ranked in the top three respectively. Byd, the circle brother is not traced back, and the sales volume is the best. The monthly sales volume is close to the sum of the second place and the sixth place. Driven by the "official drop", Tesla also successfully captured a large number of users, with a monthly sales volume of 88,000 vehicles. Although its advantage is not as good as BYD's, it still continues to lead.

Let's look at Ian again. The data shows that the sales volume of Ai 'an reached a new high in March, reaching 400 16 vehicles, up 97% year-on-year and 33% quarter-on-quarter, ranking third in the list. At the end of March, Aian officially released the 2023 AION Y Plus and the 2023 AION S Plus, taking the lead in going deep into the hinterland of fuel vehicles and realizing the same price of oil and electricity, which is expected to continue to harvest sales in market segments. In addition, a new round of new energy subsidies in Guangzhou has also been officially released, which will also form a stronger boost to the sales of Ai 'an.

In addition, Geely, Chang 'an, Great Wall, Chery and other traditional car companies have also begun to exert their efforts, with sales of more than 6.5438+0 million vehicles, especially SAIC passenger cars, Geely, Chang 'an and other car companies, with monthly sales of more than 20,000 vehicles, which also confirms that sentence: Traditional car companies began to exert their efforts, and the pressure of new forces came.

Ideal leads the new forces of building cars

Judging from the data released by the new forces of building cars, it is ideal to break 20 thousand vehicles in a single month and win the championship of the new forces of building cars; Weilai and Nezha have steadily exported more than 1 10,000 vehicles; Tucki and retail sales have rebounded, but they are still under pressure. Specifically, LI delivered 20,823 new cars in March, up 88.7% year-on-year, further widening the gap with other new forces. It is reported that in the domestic SUV market of 300,000-500,000, the ideal market share is close to 20%, which is really awesome. In the future, with the delivery of the ideal L7 Air and the ideal L8 Air, the sales volume will continue to climb.

Let's look at Wei Lai and Nezha. In March, Weilai delivered new cars 10378, up 3.9% year-on-year, including 3,203 SUVs and 7 175 cars. Car sales exceed SUV, which is relatively rare in the same class. It is reported that the new ES6 will be launched at the Shanghai Auto Show. In March, Nezha Auto delivered 10087 new cars, down 16. 12% year-on-year, of which 2,206 cars were delivered by Nezha S. The sales growth was not optimistic, which hindered the brand from going up.

Finally, look at Tucki and Zero Run. After experiencing a continuous decline in sales, the recovery in March was more obvious. Specifically, Xpeng Motors delivered 7,002 vehicles in March, an increase of 17% from the previous month. Zero-run cars delivered 6 172 new cars in March, an increase of 93% from the previous month. For Tucki, the key point of sales volume is whether the P7 model can pick up again, and it will take some time to return to the "Ten Thousand Clubs". Driven by the "terminal price reduction", the cost performance of its products has been further improved, and it remains to be seen whether it can continue.

Joint venture transformation is still difficult.

It can be found from the list that there are few joint venture brands, which shows that its "elephant" is difficult to turn over. Specifically, Volkswagen is still the vanguard of the joint venture camp. The data shows that SAIC- Volkswagen's monthly sales reached 7 1, 2 1, and FAW-Volkswagen also reached 5763. The popularity of the public is mainly due to the limited promotion of its ID. Series model. Taking SAIC Volkswagen as an example, the entry price of ID.3 has dropped to less than 6.5438+0.4 million yuan, basically achieving the same price of oil and electricity, and it is not surprising that the sales volume has risen against the trend.

In addition, the monthly sales volume of smart reached 59 1 1 vehicle, once surpassing FAW-Volkswagen. Of course, this is inseparable from the product strength of Intelligent Genie # 1, and the whole vehicle has good competitiveness in terms of wheelbase size, practical configuration and battery life. Coupled with its own "Mercedes-Benz aura", it also adds a lot to this car, which is also impossible for competing products at the same level.

The automobile circle believes that although the recovery of the new energy subsidy policy in 2023 led to a decline in sales in June this year, with the recovery of sales in February and March, the first quarter of this year basically achieved a good start. Specific to March, there are about 1 2 car companies with monthly sales exceeding110,000 vehicles. Of course, the continuous recovery of the entire new energy vehicle market has a lot to do with the adjustment of the "price policy" of major manufacturers. It can be clearly felt that with the rise of traditional car companies, new car companies and joint ventures are actually under great pressure, and a new round of industry reshuffle is intensifying. In addition, with the decline in the cost of raw materials such as batteries, it is not ruled out that the "price war" will continue.

This article comes from Che Yiquan, the author of Che Hao, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.