A quick review of the new energy rankings in March: the rise of traditional car companies, new forces and joint ventures on the sidelines?

A few days ago, the passenger association released the wholesale sales of new energy passenger car manufacturers in March. The data show that new energy vehicle manufacturers are expected to sell 1.48 million in the first quarter, an increase of 25% year-on-year; among them, the wholesale sales of new energy passenger car manufacturers in March 600,000 units, an increase of 20%, an increase of 30% year-on-year. Next, take a look at the specific sales situation with "Car One Circle".

More than 10 car enterprises monthly sales of more than 10,000 vehicles

From the list, we can find that there are nearly 12 car enterprises single-month sales of more than 10,000 vehicles, and the vast majority of the car enterprises for the traditional fuel vehicle enterprises. Specifically, BYD, Tesla, Guangzhou Automobile Egan were ranked in the top three on the list. BYD, circle brother will not trace too much, proper sales king, single-month sales nearly the second plus the sixth place and. Tesla in the "official drop" driven, also succeeded in capturing a large number of users, single-month sales came to 88,000, the advantage is not as good as BYD, but still continue to lead.

Take a look at EAN. The data show that the March sales of AION broke a new high, reaching 40,016 units, an increase of 97% year-on-year, an increase of 33% from the previous year, and ranked third in the list. at the end of March, AION officially released 2023 AION Y Plus and 2023 AION S Plus, the first to penetrate into the hinterland of the fuel car, and realize the same price of fuel and electricity, is expected to continue to harvest the sales of the 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 for AION's hot sales.

In addition, Geely, Changan, the Great Wall, Chery and other traditional car companies have also begun to force, sales are also more than 10,000 units, especially SAIC passenger cars, Geely, Changan and other car companies, single-month sales is to come to more than 20,000 units, but also side of the proof of the words: when the traditional car companies began to force, the pressure of the new forces will also come.

Ideal leads new car-making forces

From the data released by the new car-making forces, Ideal broke 20,000 units in a single month, reigning as the top seller of the new car-making forces; Azure, Ne Zha's steady output broke 10,000 units; Xiaopeng, Zeropeng's sales rebounded, but still continued to be under pressure. Specifically, Ideal Vehicle delivered 20,823 new vehicles in March, up 88.7% year-on-year, further widening the gap with other new forces. It is reported that in China's 300,000-500,000 SUV market, Ideal's market share is already close to 20%, which is very bullish indeed. In the future, sales will continue to climb as deliveries of the Ideal L7 Air and Ideal L8 Air open.

Looking at Azera and Nezha again, Azera delivered 10,378 new cars in March, up 3.9 percent year-on-year, with 3,203 SUVs and 7,175 sedans delivered. Sedan sales outpaced SUVs, which is still relatively rare in its class. It is reported that the new ES6 will debut at the Shanghai Auto Show. Meanwhile, Nezha Auto delivered 10,087 new cars in March, down 16.12% year-on-year, of which 2,206 were delivered by Nezha S. Sales growth is not too optimistic, and the brand's upward mobility is hampered by many obstacles.

Lastly, let's look at Xiaopeng and Zeropeng. After experiencing a continuous decline in sales, March rebound is more obvious. Specifically, Xiaopeng car delivery in March was 7002 units, an increase of 17%. Zero Run delivered 6,172 new cars in March, up 93% from the previous year. For Xiaopeng, the key point of sales also lies in the P7 model can warm up again, want to return to the "10,000 units club" still have to give it some time. Zeropeng in the "terminal price reduction" driven by its products to further improve the cost-effective, can be sustained remains to be seen.

Joint venture transformation is still difficult

From the list, we can find that the figure of the joint venture brand is few and far between, which shows that it is difficult to turn around the "elephant". Specifically, Volkswagen is still the front-runner of the joint venture camp, the data show that SAIC Volkswagen's sales reached 7,121 units in a single month, while FAW-Volkswagen also came to 5,763 units. For the hot sales of Volkswagen, it is mainly due to its ID. series of models for a limited time promotion. Take the FAW-Volkswagen for example, ID.3 entry price down to less than 140,000 yuan, basically to achieve the same price of fuel and electricity, the sales trend up a wave is not surprising.

In addition to this, smart's single-month sales also reached 5,911 units, once surpassing FAW-Volkswagen. Of course, this and smart elf#1 product power can not be separated, whether it is the wheelbase size, practical configuration or range, the car has good competitiveness. In addition, the "Mercedes-Benz halo" also gives the car a lot of points, which is the same class competitors can not give.

"Car One Circle" believes that although the new energy subsidy policy recovery in 2023, resulting in a decline in sales in January this year, but with the February and March sales rebound, the first quarter of this year is still basically realize the opening of the red. Specifically in March, single-month sales of 10,000 units of car companies in about 12 or so. Of course, the entire new energy vehicle market continues to rebound, but also with major manufacturers "price policy" adjustment has a lot to do. It can be clearly felt that, with the rise of traditional car companies, new car-making forces, joint ventures and other car companies are actually under great pressure, a new round of industry reshuffle is intensifying. In addition, with the decline in the cost of raw materials such as batteries, the back does not rule out the "price war" will continue.

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