In 2023, BYD sold a total of 3.024 million new energy vehicles, surpassing Tesla and locking in the global new energy vehicle sales champion.
// 1.81 million vehicles!Tesla hits delivery target at the buzzer //
On the evening of January 2, Tesla released its full-year sales for 2023, which just completed the 1.8 million required by Musk.Among them,484,507 units were delivered in the fourth quarter, compared with an estimated 483,173 units.Model3/Y produced 476,777 units and delivered 461,538 units.Full-year vehicle delivery volume in 2023 will increase by 38% year-on-year to 1,808,581 vehicles.
At the beginning of 2023, Tesla launched a price war with new energy vehicles, and major brands followed suit by cutting prices to seize the market. By August 2023, the second round of price cuts will begin again, with Tesla, BYD, NIO, Xpeng Motors, Many new energy vehicles, including Li Auto , Leapmotor and SAIC Volkswagen, have cut prices in an attempt to defend their market share in an environment of sluggish consumption.
In the upcoming 2024, Tesla may face more challenges.The reason is that reduced subsidies for electric vehicles in the United States, Germany and other places, as well as more stringent investigations of autonomous driving functions in various countries, may have an impact on its sales throughout the year.
// BYD sales exceed 3 million vehicles in 2023 //
On January2, BYD announced its latest sales data. InDecember 2023, it sold 341,000 new energy vehicles, a year-on-year increase of 45%; the cumulative sales in 2023 were 3.0244 million vehicles, a year-on-year increase of 62.3%.
China Business News learned from multiple people familiar with the matter thatBYD is expected to spend about 2 billion yuan to "distribute red envelopes" to dealers in order to reward them after reaching the sales target.For stores that have achieved the sales target, BYD will distribute them at a rate of 666 yuan per vehicle; for stores that have not achieved the sales target, BYD will distribute them at a rate of 666 yuan per vehicle based on the store's sales target completion rate multiplied by the store's sales target completion rate.It is reported that most BYD stores across the country have completed their sales tasks.
In overseas markets, BYD is also continuing to increase its investment.On December 22, 2023, BYD announced that it would build a new energy vehicle production base in Szeged, Hungary. This is also the first passenger vehicle factory built by a Chinese automobile company in Europe.According to media reports, BYD has established its development plan in the Japanese market.Multiple local dealers revealed that BYD aims to sell 30,000 electric vehicles per year in Japan by 2025.
// Sales report card of new car-making forces in 2023 //
A few days ago, a number of new energy vehicle companies have successively announced sales report cards for December 2023 and the whole year.
Specifically, in addition to the new energy "giant" BYD,Guangzhou Automobile Group's new energy brand Aian achieved annual sales of 480,000 units; Li Auto's monthly sales exceeded 50,000 units, leading the new car-making forces with annual sales of 376,000 units. .Car companies such as Weilai, Leapao, Jikrypton, AITO Wenjie, and Xpeng have also achieved good market performance.
Although automobile consumption will recover in December 2023, it is still far from the original equipment manufacturer's assessment goals and expectations for dealers.As the end of the year approaches, dealers receive year-end rebates and increase inventory clearance efforts in order to achieve their annual mission targets, but the pressure on profitability is still high.Overall, the operating conditions of dealers in 2023 are not optimistic.According to the survey, 37.4% of dealers have completed the full-year tasks, 39.4% of dealers have a task completion rate of 70%-90%, and 23.2% of dealers still have a task completion rate of less than 70%, which is far from the full-year tasks. The target gap is large.
