On January 1, a number of new car manufacturers successively announced the delivery status of new cars in December 2023 and the whole year. Overall, all car companies have achieved very impressive results.Among them, the monthly sales of Li Auto exceeded 50,000 units, the monthly sales of AITO and Xpeng Motors exceeded 20,000 units, and the delivery performance of new powerful car companies such as NIO, Leapmotor, andJi Krypton was also generally relatively good. powerful.
ideal car
December sales: 50,353 vehicles
According to the new car delivery results released by Li Auto in December 2023, it delivered a total of 50,353 new cars, a year-on-year increase of 137.1%, and achieved the monthly sales target of 50,000 vehicles.
In 2023, Li Auto delivered a total of 376,030 new cars, a year-on-year increase of 182.2%, exceeding the annual target of 300,000 vehicles.As of December 31, 2023, Li Auto’s cumulative delivery volume exceeded 600,000 vehicles.
After entering 2023, the sales of the Ideal L series models launched by Li Auto have continued to rise, from monthly sales of 20,000 units to 30,000 units, then to 40,000 units, and hitting monthly sales of 50,000 units. Li Auto has broken through many times a year. record.
In this regard, Li Xiang, founder of Li Auto, said that starting from June 2023, Li Auto’s SUV sales will surpass BBA and become the luxury car brand with the highest SUV sales in the Chinese market.The support and recognition of more than 600,000 users continue to promote Li Auto’s in-depth research and development in the fields of products, platforms and systems.
At the same time, the Ideal L series has completed more than 20 OTA upgrades since its delivery, especially OTA 5.0, which was officially launched in December, adding 145 new functions, optimizing 100 experiences, and realizing the comprehensive evolution of smart driving and smart spaces.
In addition, Li Auto's first pure electric MPV -Li Li MEGAwill be launched and delivered at the same time on March 1 this year. Users can pick up the car directly without waiting.
Previously, Ideal MEGA has opened blind orders. The new car is built on an 800V platform and equipped with a 5C Kirin battery. It has a comprehensive range of 710 kilometers and a charging range of 400 kilometers in 9 minutes and 30 seconds. The price does not exceed 600,000 yuan.
With the release of the full-year market performance, Li Xiang, chairman and CEO of Li Auto, also announced the goals for 2024.Li Xiang said that all goals in 2023 have been achieved: 376,000, 50,000, 20,000, and 300. In 2024, higher goals will be challenged: 800,000, 100,000, 30,000, and 2,000.
It can be inferred from the figures in 2023 that Li Auto's full-year delivery target in 2024 is 800,000 vehicles, with a single-month delivery volume hitting 100,000 vehicles, a single-model monthly delivery volume hitting 30,000 vehicles, and the construction of supercharging stations increasing to 2,000. vehicle.
Li Auto executives have previously stated that they have a high goal for 2024 and hope to challenge the number one luxury brand next year and become the first choice brand for home users with a price of more than 200,000 yuan regardless of energy type.With the launch of Lideal MEGA, Li Auto has officially launched the development of the "pure electric + extended range" dual technology route.
GAC Aian
December sales: 45,947 vehicles
Data show that GAC Aion’s sales in December 2023 were 45,947 vehicles, a year-on-year increase of 53%. The cumulative sales in 2023 exceeded 480,000 vehicles, a year-on-year increase of 77%.In addition, officials said that since GAC Aian was put into production in April 2019, its cumulative production and sales have exceeded 1 million vehicles.
According to the plan, GAC Aian's sales target for 2023 is to maintain 500,000 vehicles and strive for 600,000 vehicles. If calculated according to the target of 500,000 vehicles, GAC Aian's completion rate in 2023 will be 96%. Faced with such an involution of cars In the market, this result is already very good.
From the perspective of product structure, AION S and AION Y are the two most popular models of Aion. Due to their large interior space and reliable quality, these two cars are deeply loved by the online ride-hailing market. However, in recent years, online ride-hailing has It has become a consensus that the market is becoming saturated.
Since 2023, GAC Aian has focused its business on the Haopin brand, and has released three new models within half a year, including the coupe Haopin GT, the SUV Haopin HT, and the million-level supercar SSR. However, the current Haopin brand It has not been able to fill the monthly sales gap of Aian.
Recently, GAC Aian announced the completion of the Inpai Battery Smart Ecological Factory. The project started at the end of last year with a total investment of over 10 billion yuan. Its completion and commissioning reflects the important position of supply chain security in GAC Aian’s strategy. Once self-produced After the battery, GAC Aion’s battery costs are expected to drop further.
GAC Aian, which has entered the dual-brand era, has managed to walk on two legs, the low-end market and the high-end market, while simultaneously deploying its overseas markets. Overall, this will also bring new sales growth opportunities to the brand.
AITO asks the world
December sales: 24,468 vehicles
Data shows that Huawei Hongmeng Smart's AITO Wenjie series delivered a total of 24,468 new cars in December 2023, a month-on-month increase of 29.96%. The cumulative number of new cars delivered in 2023 was 48,552.A total of 94,380 AITO Wenjie series vehicles have been delivered in history, which is only one step away from 100,000 vehicles.
Among them, 20,611 new M7 vehicles were delivered in December, and a total of 94,380 vehicles were delivered in 2023.Officials stated that the cumulative production of the new M7 has exceeded 120,000 units, which has significantly boosted the sales of the Wenjie series.
At the same time, in order to deliver new cars to users as soon as possible, Wenjie has been improving its delivery capabilities. It is expected that the monthly delivery capacity will reach 30,000 vehicles starting in 2024.
In addition, another booster for the AITO Wenjie series is the Wenjie M9, which will be launched on December 26, 2023. Officials said that the car has exceeded 30,000 units within seven days of its launch. According to this pace, there will be new breakthroughs in the number of orders.
Wenjie M9 is equipped with Huawei's top ten black technologies, and has a full-size and versatile space comparable to MPV level. At the same time, the new car's intelligent capabilities and technological content are also "far ahead", giving Yu Chengdong the confidence to dare to shout "Wenjie" M9 is the best SUV under 10 million."
Today, the AITO Wenjie series has two models, the new M7 and M9, which have a big impact on the Ideal L series.In addition, according to the plan, AITO Wenjie's annual sales target in 2024 is 600,000 units. In terms of new models, AITO Wenjie's new M5 will be launched in the first half of next year, and a new model Wenjie M8 will be launched in the second half of the year. In terms of high-end smart cars, The strength of the market cannot be underestimated.
Xpeng Motors
December sales: 20,115 vehicles
Data shows that Xpeng Motors delivered 20,115 new cars in December 2023, with monthly deliveries exceeding the 20,000 mark for three consecutive months, a year-on-year increase of 78%; the cumulative delivery volume of Xpeng Motors in 2023 was 141,601 vehicles, a year-on-year increase of 17 %, Xpeng Motors’ cumulative historical delivery volume currently exceeds 400,000 vehicles.
Judging from the product structure of Xpeng Motors, the Xpeng G6 is the main sales force and has been performing well since its launch. In addition,the Xpeng G9 has also begun to increase in volume, improving sales performance together with the Xpeng P7i.
On January 1, Xpeng Motors' first MPV, the Xpeng X9, was officially launched and delivered simultaneously. The new car is a flagship model based on the Fuyao architecture. It is equipped with core technologies of the Fuyao architecture such as global 800V, front and rear integrated aluminum die-casting, and XNGP. It has become It is the only MPV model in the world with standard rear-wheel steering, priced at 359,800-419,800 yuan.
At the launch of Xpeng The version will be launched successively on Xpeng G9, G6 and P7i models.
According to reports, in this public beta OTA of Xmart OS 4.5.0, XNGP not only added 27 new cities not covered by high-precision maps, but also improved the experience of assisted driving in cities without high-precision maps, including highways. , urban expressways and urban roads and other scenarios.
Since 2023, Xpeng Motors' sales growth has not been obvious in the first half of the year. In the second half of the year, with the increase in sales of Xpeng G6 and the launch of the new Xpeng G9, the market performance has improved. It continues to strengthen its "intelligent" label. Peng Motors has completed the layout and application of mapless urban navigation assisted driving functions in 52 cities across the country.
Leap car
December sales: 18,618 vehicles
Data shows that Leapmotor delivered a total of 18,618 new cars in December 2023, a year-on-year increase of 119%, setting a new delivery high, and the month-on-month sales were basically the same as last month.In 2023, Leapmotor's cumulative delivery volume will be 144,155 vehicles, a year-on-year increase of over 29%. Since its establishment, the cumulative delivery volume has exceeded 300,000 vehicles.
Judging from the sales performance in December, Leapmotor did not exceed 20,000 units. Although the delivery volume data of specific models has not been announced, judging from the recent delivery volume structure of Leapmotor, there is a high probability that Leapmotor C11 will still be delivered. The main force in sales, especially after the launch of the extended-range version, is also the main contributor to the positive gross profit margin of zero-speed vehicles.
On December 30, Leapmotor announced that it would launch a new round of OTA push for all its C11 and C01 models.This OTA is the upgrade with the most functions, the most participating models, and the most users in the history of Leapmotor.After the upgrade, Leopao C11 has added/optimized 34 functions, Leapao C01 has added/optimized 33 functions, and has been associated with more than 160,000 vehicles.
According to Leapmotor's plan, the first global model C10 will start pre-sales on January 10, and plans to complete a series of actions including store arrival, launch and delivery within the first quarter.At the same time, January 10th is also the open day for Lingpao’s global self-research.
Leapmoon C10 is equipped with Leapmoon’s latest LEAP3.0 architecture, which has various advantages brought by the four-leaf clover central integrated electronic and electrical architecture, CTC2.0 battery-chassis integration technology, new electric drive platform and new smart cabin and smart driving software and hardware. item function.In addition, the C10 offers extended-range/pure electric power, is equipped with a lidar on the front, and is expected to have high-level assisted driving capabilities.
According to Zhu Jiangming, the founder and chairman of Leapmotor, he learned in an open letter on the 8th anniversary of its establishment that Leapmotor’s sales target for 2024 is 300,000-400,000 units. It will launch its first global strategic model C10 in 2024. China will launch the C16 model, and more new products will be unveiled in the second half of the year.
December sales: 18,012 vehicles
Data shows that NIO delivered 18,012 new cars in December 2023, a year-on-year increase of 13.9%; NIO delivered a total of 160,038 new cars in 2023, a year-on-year increase of 30.7%, completing 64% of the 250,000 sales.As of December 31, 2023, NIO has delivered a total of 449,594 new cars.
Looking back on 2023, NIO faced greater pressure on production capacity and delivery in the first quarter, mainly due to product platform switching, factory production line adjustments and preparations, etc., so sales increased slowly.
However, with the completion of NIO model platform switching, NIO's sales will gradually improve starting from the second quarter as it enters a strong product cycle, and the rapid expansion of the charging and swapping system and the iterative upgrade of intelligent driving technology will greatly enhance NIO's performance. The key to sales.
So starting from July, NIO's monthly sales reached 20,000 vehicles. In August, delivery sales gradually recovered. In November, sales reached 16,000 vehicles, a year-on-year increase of 12.6%. In December, they exceeded 18,000 vehicles. The overall performance has been improving. Good development.
Recently, Weilai Automobile and traditional car companies have begun to make new moves in the field of battery swapping. They have signed battery swap cooperation agreements with Changan Automobile and Geely Holding. The two parties are establishing battery swapping standards, establishing a battery swapping system, and establishing battery swapping systems. Cooperate in four areas including asset management mechanism and pre-research of battery replacement products to jointly promote high-quality development and low-carbon transformation of the automotive industry.
In addition, at the 2023 NIO Innovation and Technology Day, NIO CEO Li Bin revealed that NIO's new entry-level brand Alps will be launched in the second half of 2024 and will support multiple "rider interconnection" functions provided by the new NIO Phone.
The recently popular NIO ET9 has been officially released with a pre-sale price of 800,000 yuan. Deliveries will only begin in the first quarter of 2025. There is still some time before mass production, but this car is expected to reshape the new energy administrative flagship landscape.
According to Li Bin, NIO will not deliver any new products in 2024. NIO still has a lot to do to strive to enter the top 10 global car companies in 2035.
Jikrypton Automobile
December sales: 13,476 vehicles
Data shows that Jikrypton Motors delivered 13,476 new cars in December 2023, a year-on-year increase of 18.9%, with delivery and order volume reaching new highs for 11 consecutive months; the cumulative delivery volume in 2023 reached 118,685 vehicles, a year-on-year increase of 65%.Up to now, Jikrypton has delivered more than 190,000 new cars in total.
On December 27 last year, Ji Krypton 007 was officially launched. The new car is priced at 209,900-299,900 yuan. Officials say that this car is one of the fastest acceleration, longest battery life, fastest charging, and most versatile pure electric sedan in the 800V era. Wang, known as the king of new energy market.According to Jikrypton official data, from the start of pre-sales to the official launch, a total of more than 50,000 orders were received in 40 days.
In terms of channels and energy replenishment, Jikrypton has so far established 341 directly operated stores across the country; a total of 432 Jikrypton charging stations have been built.In 2024, the total number of Ji Krypton charging stations is expected to reach 1,000 stations, and by 2026, the total number of Ji Krypton charging piles is expected to reach 10,000.
In addition, Jikrypton Automobile's overseas market layout is also gradually progressing. In December 2023, it completed the delivery of the first European version of Jikrypton 001. Jikrypton also signed an agreement with its Israeli partners to land in the United Arab Emirates, Saudi Arabia, Qatar, and Bahrain. It has been sold to the four Gulf countries in the Middle East and officially launched in Kazakhstan. The overall performance in overseas markets is very good.
At present, Jikrypton has "definitely designated" 007 as its main model. In terms of price and product strength, this car is very competitive. In addition, Jikrypton currently sells Jikrypton 001, Jikrypton 009 and Jikrypton. Krypton
Lantu Automobile
December sales: 10,017 vehicles
On January 1, Lantu Automobile released the latest sales data showing that 10,017 new cars were delivered in December 2023, a record high with a year-on-year increase of 479%. Among them, the sales of Lantu Dreamer exceeded 5,000 units; throughout 2023, Lantu’s cumulative sales Sales volume was 50,552 vehicles, a year-on-year increase of 160%.
Judging from the data, Lantu Motors has experienced seven consecutive monthly sales increases since June 2023. The brand's cumulative sales in 2023 will exceed 50,000 vehicles, successfully completing the full-year target.
In this regard, Lu Fang, CEO of Lantu Automobile, said: "As the iterative upgrade of Lantu's products accelerates, Lantu Automobile's supply and demand are working together, and production and sales are booming, with good momentum."
Judging from the performance in 2023, Lantu Automobile's sales have exceeded the 3,000 level since March, and then began to increase month by month. The rapid growth in sales is related to the intensive launch of products.
In 2023, Lantu Automotive products will be fully iterated and refreshed. Lantu Chasing Light will be launched in April, new Lantu FREE will be refreshed in August, new Lantu Dreamer will be in place in October, and Chasing Light PHEV will be completed in December. With so many product moves in just one year, Lantu’s response speed is evident.
Previously, Shao Mingfeng, assistant general manager of Lantu Auto and head of the sales company, said that the delivery volume of 10,000 Lantu Automobiles in 2024 is just the starting point. Based on the monthly sales of 10,000 units in a single month, the next step will be in accordance with the market rhythm and For its own development needs, set a more challenging goal than Lantu to help Lantu gain a firmer foothold in the market.
In terms of future planning, Lu Fang also previously revealed that in the next few years, Lantu will quickly complete the replication of system capabilities, develop and produce more products, and serve more users. He hopes that in the next 3-5 years, Lantu will Can truly become a well-known brand.
Nezha car
December sales: 5,135 vehicles
The latest data shows that Nezha Automobile delivered 5,135 new cars across its entire series in December 2023, a year-on-year decline of over 34.1%.
It fell by 58.9%. It was also the only car company to decline among the leading new car-making forces. Sales showed a cliff-like decline.
According to official information, Nezha Automobile delivered a total of 127,500 vehicles in 2023, a cumulative year-on-year decline of 16.16%.Among them, overseas sales exceeded 20,000 units, a year-on-year increase of 567%.
In Nezha Automobile’s 2024 New Year’s speech, Nezha Automobile CEO Zhang Yong said that it will continue to strengthen overseas markets. “In terms of manufacturing, Nezha Automobile will accelerate the planning of factories in Indonesia, the Middle East, Europe, and the Americas, and shift to innovative trade + localization. The manufacturing model will help achieve the overseas market sales target from 2024 to 2026."
In other words, Nezha Automobile's focus has shifted from "manufacturing" to "technological services" and is currently focusing on overseas markets. It is reported that Nezha Automobile will bring at least 4 global models to more countries and regions in 2024, and achieve 8 sales in 2025. The products will be sold simultaneously at home and abroad, heading towards the overseas sales target of 100,000 units in the next year.
In terms of distribution channels, Nezha Automobile will also accelerate the layout of overseas channels in the Middle East, South America, Western Europe and other regions or focus on same-sale sales, covering five continents and 50 countries, with over 500 overseas channels.
Nezha Automobile previously stated that the company has planned seven overseas products, including sedans, SUVs and station wagons, covering mainstream market segments from A-class to E-class, and is also developing left and right-hand drive models.
Summary:Generally speaking, against the background of rushing sales at the end of the year, new energy vehicle companies have achieved outstanding results in the last month of 2023, which has also brought a successful end to 2023.Entering 2024, competition in the automobile industry will become increasingly fierce. After the industry reshuffle accelerates, the new energy vehicle market will inevitably usher in new changes.
