in 2023New energy commercial vehicle sales in 2023Sales of new energy commercial vehicles were 4.47 million units, a year-on-year increase of 323%, which was 10% higher than the overall commercial vehicle growth rate. New energy has become the commercial vehicle market.New energy commercial vehicle sales in 2023The main engine of growth, the market penetration rate has exceeded 11% all the way, which is not bad. However, compared with the penetration rate of about 40% of passenger cars, new energy commercial vehicles still have a lot of room for development, and there are also many growth worries. Some people even claim that commercial vehicles are the last fortress that needs to be broken through new energy development. Among them, infrastructure construction is the most important thing.New energy commercial vehicle sales in 2023; On May 7, 2023, Beiqi Foton Motor Co., Ltd. issued a production and sales express report under the securities code. In April 2023, it achieved vehicle sales of 5.1 million units, a year-on-year increase of 7002%. In April 2023, the cumulative sales volume was 21.13 million units, a cumulative year-on-year increase of 2425%. Among them, the sales volume of new energy vehicles in April 2023 was 2316 units, a year-on-year increase of 20275%. In April 2023, the cumulative sales volume was 9312 units. Cumulative year on year.
Introduction According to data from the China Automobile Association, sales of new energy vehicles in 2023 will be 94.95 million units, a year-on-year increase of 379%, and the market share will be 316%, 59 percentage points higher than the same period last year. Among them, sales of new energy passenger vehicles in 2023 accounted for 347% of passenger car sales, and sales of new energy commercial vehicles accounted for 111% of commercial vehicle sales. There is no doubt that the new energy vehicle market is booming and its performance is as strong as ever. At the same time; Driven by the "double carbon" policy, energy-consuming enterprises such as steel mills, coal plants and ports have used new energy heavy trucks in batches to promote the continued growth of new energy heavy trucks. According to insurance data from tram resource statistics, new energy heavy trucks sold a total of 8767 vehicles in May 2023, a year-on-year increase of 1331%. Among them, a total of 1907 new energy heavy trucks were sold in May, a year-on-year increase of 303%. Sales continued the growth trend, and sales are expected to continue to increase.
27.6 million vehicles The total sales volume of China's automobile market in 2023 will be 27.6 million vehicles, a year-on-year increase of 3%. Among them, the cumulative sales volume of domestic passenger cars is expected to be 23.8 million vehicles, a year-on-year increase of 13%. Cumulative sales volume of commercial vehicles is expected to be 3.8 million vehicles, a year-on-year increase of 15%. Cumulative sales of new energy vehicles are expected to be 9 million vehicles, a year-on-year increase of 35%; Planned number of new cars SAIC GM plans to launch eight new energy vehicle model types in the next two years. These new models will cover multiple types such as Aoneng pure electric and the new generation PHEV smart electric plug-in hybrid, aiming to enrich its new energy product line Capacity expansion In order to support the launch of new models, SAIC GM has launched the construction of the Dongyue Aoneng super factory, and is expected to realize mass production and charging facilities layout in the first half of 2025.
Sales in the commercial vehicle market in 2023 did exceed 4 million units, with specific sales volume of 40.37 million units, a year-on-year increase of 268%. The following is a detailed analysis of sales data. In 2023, sales volume in the commercial vehicle market reached 40.37 million units. This figure not only exceeded the milestone of 4 million units, but also achieved a year-on-year growth of 268%. It shows that the market has recovered steadily after experiencing fluctuations. On the one hand, the market's recovery is due to the combined effect of multiple factors.
Top ten new energy commercial vehicle sales in 2023
1. The sales volume of Sany Automobile reached 3390 units, a year-on-year increase of 184%. XCMG Automobile Hanma Technology ranks second and third, with sales volume of 2445 units and 2307 units respectively. Yutong Group Beiben Heavy Duty Truck SAIC Hongyan BAIC Foton Zoomlion Heavy Duty Car China China FAW Dongfeng Liuqi entered the top ten According to tram resource statistics, a total of 1457 new energy heavy trucks were sold in January 2023, a year-on-year decrease of 37%. With the comprehensive recovery of the economy, it is expected that new energy heavy trucks will accelerate in 2023.
2. In the field of passenger cars, Jiangqi Group has built an MIS intelligent architecture DI platform and MUSE to create an intelligent electricity architecture based on an intelligent platform around SUV sedan MPV. Jianghuai QX PHEV Y3 and other intelligent new products have been launched one after another, promoting sales throughout the year. In the field of commercial vehicles, Jiangqi Group continues to accelerate the transformation of smart new energy. In 2023, Kangling Company, a subsidiary of Jiangqi Group, has sold more than 20,000 vehicles throughout the year, achieving a year-on-year increase of 3579%.
3. Nice good car·Shen Junliang Looking back on the auto market in 2022 and the first quarter of this year, BYD can be said to have been "crazy" all the way and has become popular around the world. In May 2023, BYD announced sales data for April this year, BYD's cumulative sales reached vehicles, a year-on-year increase of 98.31%. Among them, passenger car sales were 828 commercial vehicles. After sales exceeded 200,000 vehicles in March, it once again refreshed itself.
How will the sales of new energy commercial vehicles in 2023
1. Under such circumstances, new energy commercial vehicles such as Wuling Yangguang become more important. In 2023, the annual sales volume of Wuling commercial vehicles will reach 640,000, of which the sales volume of the micro-cargo series will be close to 400,000, ranking first in the market segment for 12 consecutive years. If all transformation is achieved, it will greatly help the popularization of new energy commercial vehicles. In addition, Wuling Yangguang also adheres to the concept of "building cars for the people" and continues to be civilian.
2. In 2023, domestic sales of new energy vehicles will be 82.92 million units, a year-on-year increase of 335%. New energy vehicle exports will be 12.03 million units, a year-on-year increase of 776%. Among them, sales of new energy passenger vehicles will be mainly concentrated in the A-class and 15.2 million price range. Within the cumulative sales volume is 34.71 million units and 28.33 million units respectively. Year-on-year growth of 455% and 527% respectively. The total sales of new energy vehicles in the top ten enterprise groups with a highly concentrated new energy vehicle market reached 824.
3. Among them, the southern region has an active economy, cultivating a fertile ground for the development of commercial vehicles. Data shows that the southern market achieved sales of 4.54 million commercial vehicles, a year-on-year increase of 32%. New energy commercial vehicles increased by 79% year-on-year, and the penetration rate reached 136%. It is much higher than the northern market. 57%, especially in Guangdong and Chengdu, which are logistics distribution centers in the south. The new energy penetration rate reaches 29% and 22%, while Foton Motor gained 580,000 vehicles in the southern market, year-on-year.
4. On January 3, 2024, Great Wall Motor Co., Ltd., hereinafter referred to as "Great Wall Motors", released production and sales data for December 2023. In that month, Great Wall Motors sold 112,502 new vehicles, a year-on-year increase of 4527%. Among them, new energy models including new energy commercial vehicles were sold 29,858 vehicles, a year-on-year increase of 16897%. Overseas sales reached 33,476 vehicles, a year-on-year increase of 6494%. Sales of more than 30,000 vehicles for the fifth consecutive month benefited from.
5. According to the production and sales data released by Great Wall Motors on January 3, in December 2023, the wholesale sales of Great Wall Motors were 11.25 million units, a year-on-year increase of 4527%. Among them, the sales of new energy models included 2.99 million new energy commercial vehicles, a year-on-year increase of 16897%. Overseas sales of 3.35 million units, a year-on-year increase of 6494%. For five consecutive months, the monthly sales of more than 30,000 units benefited from product structure adjustment. Great Wall Motors terminal sales continued to improve. Terminal in December 2023.
6. In June 2023, BYD's new energy vehicles sold a total of 2.53 million commercial vehicles including passenger cars and export vehicles, a year-on-year increase of 8879%. Among them, the monthly sales of Seagull with a selling price range of 7.38898 million yuan exceeded 230,000 units.New energy commercial vehicle sales in 2023For his brand's A0-class EV cars, BYD Seagull has an absolute advantage in monthly sales and growth rates, and the evaluation team of the New Energy Information and Analysis Network estimated that BYD Seagull's monthly sales exceeded 230,000 units and launched a complete vehicle.
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