the report card of automobile enterprises in august is released, and byd hits a new high again
2024-09-03
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recently, major new energy vehicle companies have released their august delivery data. overall, the year-on-year and month-on-month data of the car companies' performance reports showed more increases than decreases. among them, byd has remained the leader in new energy vehicles, with monthly sales reaching a new high.
which one has the better sales volume?
the yangtze evening news/ziniu news reporter sorted out the information from tonghuashun and found that the sales data of new energy vehicles of major brands are as follows:
byd's sales of new energy vehicles reached 373,083 units in august, an increase of approximately 36% year-on-year and approximately 8.97% month-on-month. the monthly sales volume set a new record, and byd has firmly maintained its position as the leader in new energy vehicles.
geely auto sold 181,229 vehicles in august, up 21% year-on-year and 20.2% month-on-month. among them, sales of pure electric vehicles were 47,042, up 56% year-on-year; sales of plug-in hybrid vehicles were 28,442, up 82% year-on-year.
in august, ideal auto retained its title of the new power monthly sales champion with sales of 48,122 vehicles, a year-on-year increase of about 37.8% and a slight month-on-month decline of about 5.6%. from january to august this year, ideal auto has delivered more than 280,000 vehicles. as of august 31, 2024, ideal auto has delivered a total of 921,467 vehicles, and the overall delivery volume is close to the one million mark.
seres sold 36,181 new energy vehicles in august, up 479.6% year-on-year and down 14.2% month-on-month. from january to august this year, the cumulative sales volume was about 279,000 vehicles, up 381.8% year-on-year.
gac aion's sales in august were 35,355 units, down 32.1% year-on-year and up 0.3% month-on-month. it is reported that the delivery of aion tyrannosaurus exceeded 6,000 units in the first month of its launch, and the second global model of the aion brand is about to debut.
leapmotor sold 30,305 vehicles in august, up 113.5% year-on-year and 37.2% month-on-month. this is the first time that leapmotor has delivered more than 30,000 vehicles in a month, with a rapid growth momentum, becoming the third new car manufacturer to exceed 30,000 units in monthly sales after ideal and wenjie.
nio sold 20,176 vehicles in august, up 4.4% year-on-year and down 1.6% month-on-month. this is the fourth consecutive month that nio has sold more than 20,000 vehicles per month. from january to august this year, nio sold more than 128,000 new vehicles, up 35.8% year-on-year.
zeekr auto delivered 18,015 vehicles in august, up 46.4% year-on-year and 15.1% month-on-month. from january to august this year, it delivered more than 120,000 vehicles, up 81% year-on-year.
xpeng motors sold 14,036 vehicles in august, up about 2.5% year-on-year and 25.9% month-on-month, setting a new monthly sales record for the brand. from january to august this year, xpeng motors' cumulative sales exceeded 77,000 vehicles, up about 17% year-on-year.
xiaomi motors delivered more than 10,000 units in august, and has delivered more than 10,000 units for three consecutive months. it is expected to complete the annual delivery target of 100,000 units ahead of schedule in november.
zhiji auto delivered 6,117 new cars in august, a year-on-year increase of 239%. since the beginning of this year, zhiji auto has delivered more than 6,000 new cars for three consecutive months, maintaining a year-on-year growth of more than 200%.
nezha auto delivered 11,005 vehicles in august, down 9.1% year-on-year and slightly down from 11,015 vehicles in july. nezha auto's sales have declined year-on-year for six consecutive months since february this year, and it is the only new energy vehicle company to see a year-on-year decline this month.
the auto market is not slow in the off-season
according to data released by the china passenger car association, the retail sales of passenger cars in a narrow sense in july were 1.72 million, which was affected by the high base of the same period last year, down 2.8% year-on-year and down 2.4% month-on-month. among them, the retail sales of fuel vehicles in the whole month were 841,000, down 25.4% year-on-year, but the year-on-year growth rate remained above 20% and further expanded. the retail sales of new energy vehicles in the market were 878,000, with a penetration rate of 51.1%. the penetration rate of new energy vehicles in the whole month exceeded 50% for the first time.
the china passenger car association believes that with the further implementation of scrapping and renewal policies and the introduction of local old-for-new policies, terminal prices have begun to stabilize after the country called for anti-involution, and the wait-and-see sentiment of consumers has been further alleviated, and the overall auto market has rebounded. the auto market remained hot in august, continuing the trend of "not being slow in the off-season".
it is estimated that the narrow passenger car retail market in august will be around 1.84 million vehicles, a year-on-year decrease of 4.4% and a month-on-month increase of 7.0%. the new energy retail sales are expected to be around 980,000 vehicles, a year-on-year increase of 36.6% and a month-on-month increase of 11.6%. the penetration rate is expected to increase to 53.2%.
dongsheng futures research stated that the development of china's new energy vehicle industry has shifted from policy-driven to market-driven. in 2023, the new energy penetration rate exceeded 30%. since 2024, the new energy penetration rate has exceeded 50% for the first time, marking the first time that new energy vehicles have surpassed traditional fuel vehicles.
“golden september and silver october” is coming
looking ahead to the future market, china cinda securities believes that with the increased policy efforts to replace old cars with new ones, the increase in new car supply by various automakers in the second half of the year, and the arrival of the golden september and october sales peak season, the industry's overall sales are expected to continue to rise both month-on-month and year-on-year starting from september.
guosheng securities said that with the increase in intelligent demand and the application of new battery materials and technologies, the global trend of automobile electrification is strong, and it is optimistic about the recovery of the new energy vehicle sector.
dongguan securities analyzed that the recent policy of expanding subsidies for old-for-new vehicles has been implemented, and the number of subsidy applications has increased rapidly, stimulating the consumption potential of the automobile market. the layout of "vehicle-road-cloud integration" in many places continues to advance, and many automakers continue to update the intelligent driving big model, further promoting the development of automobile intelligence. yangzi evening news/ziniu news reporter fan xiaolin
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