Shulou(Shulou.com)11/24 Report--

With the return of the Spring Festival, the first month of 2023 is about to pass. Looking back at the domestic automobile market in the past 2022, under the circumstances of chip shortage, soaring power battery prices, epidemic situation and many other unfavorable factors, according to the data released by the FIFA, the overall sales volume still maintained a growth rate of 1.8%, reaching 20.7 million vehicles.

In particular, thanks to the rising penetration of new energy vehicles, independent brands that pay more attention to the development of new energy strategy have ushered in rapid growth, in which BYD surpassed FAW-Volkswagen and successfully topped the domestic sales crown in 2022. On the other hand, due to the slow layout of the joint venture brand in the field of new energy and the loss of the advantage of gas-electric hybrid technology, the sales of Japanese cars have fallen collectively. German luxury brand BBA is also a little upset, with dismal sales of new energy vehicles and crazy price cuts, and traditional fuel cars are no longer so popular among young consumers due to low intelligence and other factors.

For the domestic car market in 2023, the federation expects total sales to continue to rise to 23.5 million and the penetration rate of new energy vehicles to reach 36 per cent. Recently, many car companies have announced their sales targets for 2023 one after another, showing a more optimistic and positive attitude on the whole. Of course, some car companies are more conservative, and finally by the end of the year, they will see whether they can achieve their own goals.

BYD: impact 4 million BYD is the fastest growing car company in the domestic car market in 2022, and finally became the top seller of the year with 1.8635 million vehicles. By comparison, BYD sold 730000 vehicles in 2021, of which 593800 new energy vehicles were sold, which is still the first echelon, but far from such an exaggeration. In just one year, sales have doubled directly, and BYD has set a new record for domestic car companies.

As for the target for 2023, it is reported that Wang Chuanfu, chairman of BYD, has put forward a target of selling 4 million vehicles by 2023. However, BYD responded that due to the impact of the epidemic, there are many uncertainties in the market, consumer demand and supply chain system, so it is difficult for BYD to judge the 2023 sales target. According to the situation and changes of the market, BYD will give full play to its own advantages and formulate various plans flexibly to meet the needs of consumers.

Although BYD officials have not confirmed the sales target of 4 million vehicles, based on the current trend, more than 3 million vehicles are very promising.

According to BYD's plan, BYD will form a brand matrix of BYD (Dynasty + Ocean), momentum, look up, and professional personalization in 2023, covering from household to luxury, from mass to personalization. to meet the needs of users for multi-directional and full-scene cars.

Earlier this month, BYD million-class high-end brand look up has been officially launched, the first hard off-road vehicle U9, super sports car U9 along with the "Yi Sifang" technology platform all unveiled. In terms of momentum brands, the first SUV model N7 will be officially launched in April this year, and a number of products of five major cars will be launched one after another in the future. In terms of professional personalized brand, combined with the current news from all parties, the first model is expected to be a new energy pickup model, which is also expected to be launched in 2023.

In addition, BYD dynasty and oceannet models are expected to be upgraded in 2023, while new models, including seagulls and destroyers 07, will be launched one after another.

Geely cars: 1.65 million cars are the same as the 2022 target. Geely cars also performed well in 2022, with annual sales growing by 8% to 1432988 vehicles, ranking third in the domestic industry and surpassing many joint venture brands. Geely's sales target for 2023 is relatively conservative, unchanged from 1.65 million vehicles in 2022.

However, Geely has put forward higher requirements for the development of new energy vehicles. Geely Automobile Group CEO Gan Jiayue said that it aims to achieve three doubles of new energy products in 2023: overall new energy sales double to more than 600000 vehicles; Raytheon hybrid sales and high-end pure electrode krypton sales also double at the same time.

At present, Geely's new energy transformation has achieved initial results, with sales of 328727 new energy vehicles in 2022 and the annual new energy penetration rate of about 23%. Its Raytheon hybrid technology has a good reputation in the industry, geometry, polar krypton and other new energy brands have also handed over good transcripts. In particular, the delivery volume of the polar krypton brand reached 71941 in 2022, with an average order amount of more than 336000 yuan, even exceeding the average price of the BMW 3-Series. Polar Krypton announced a sales target of 140000 vehicles in 2023, which is double that of 2022.

According to the 2023 planning information recently exposed on social media, Geely will focus on the layout of mixed models in 2023, while Geometry brands may be directly assigned to Geely New Energy due to issues such as popularity.

GAC GROUP: an increase of 10% to 2.67 million vehicles

GAC GROUP's 2023 goal is more pragmatic and will challenge the target of 10 per cent year-on-year growth in automobile production and sales. According to GAC GROUP's production and sales data in 2022, a total of 2.4799 million cars were produced and 2.4338 million cars were sold, an increase of 16.0% and 13.5% respectively over the same period last year. According to this estimate, GAC GROUP's sales target is 2.67 million vehicles in 2023.

GAC GROUP's independent brand performed very well in 2022. GAC MOTOR sold a total of 362548 vehicles, an increase of 11.8% over the same period last year. GAC Ean far surpassed all the new car-building forces, selling 271156 cars for the whole year, an increase of 125.7% over the same period last year, setting a new record for sales growth.

In terms of new energy, GAC GROUP has always attached great importance to the research and development of the core technology of "Sandian" and the layout of upstream and downstream industrial chains, and increased investment in the field of energy and energy ecology. establish a vertically integrated new energy industrial chain layout of "lithium mine + basic lithium electric raw material production + energy storage and power battery production + recharging + energy storage", further improve the upstream and downstream industrial chain layout of power batteries, and reduce the cost of the industrial chain. To achieve the overall self-control of the new energy industry chain.

GAC GROUP chairman Zeng Qinghong revealed at the Guangdong Provincial High-quality Development Conference that GAC GROUP has approved 279 projects (including construction in progress) in 2023, with a total planned investment of 77.38 billion yuan and a planned investment of 20.78 billion yuan in 2023, an increase of 6 percent over the same period last year.

Great Wall Motor: lowering the target to 1.6 million Great Wall vehicles in 2022 seems to have encountered some difficulties, with overall sales falling to some extent, falling short of the target of 1.9 million set in early 2022. Data show that Great Wall Motor sold a total of 1.0675 million vehicles in 2022, down 16.66% from the same period last year, with sales of Wei Brand and Euler falling more significantly.

The tank brand grew rapidly in 2022, with sales of 123881 vehicles, an increase of 46.45% over the same period last year, of which the annual sales of tank 300 models exceeded 100000, which is indeed a very good result for a hard off-road vehicle.

For 2023, Great Wall Motor has lowered its sales target to 1.6 million vehicles, with a net profit of no less than 6 billion yuan.

Great Wall Motor in the field of new energy layout is also relatively early, although Euler's pure electric series sales are not satisfactory, but its DHT hybrid model has a very good product strength and reputation, will become the sales pillar of Great Wall Motor in 2023.

In addition, at the end of 2022, the internal organizational structure of Great Wall Automobile has undergone a major adjustment, Euler and Sharon are fully integrated in organization and management, and Wei Brand and Tank are fully integrated in organization and management, and the two systems will achieve their own dual-brand operation.

Fu Xiaokang, vice president of Great Wall Automobile, said, "after the adjustment, Euler and Sharon, Wei Brand and Tank will all adopt a dual-brand operation model, which can be understood as one set of channels, 1.5 sets of organizations, two brands, and further concentrate superior resources." improve operational efficiency and coordination in an all-round way. "

This adjustment, the integration of Euler and Salon brands, means that Great Wall will uniformly manage the development and product positioning of its pure electric models, while the integration of Wei Brand and Tank brands will benefit the unified layout of Great Wall's SUV models.

Changan Automobile: 2.8 million Changan cars announced at the 2023 Global Partnership Conference that the sales target for 2023 is 2.8 million vehicles, a growth rate of more than 10% higher than that of the industry. Specifically, Changan brand passenger cars target 1 million, Deep Blue brand to achieve 400000 delivery tasks, Avita to 100000 sprints.

In 2022, the annual sales of Changan Automobile Group was 2.346 million vehicles, an increase of 1.98 per cent over the same period last year. Of these, Changan independent brand sold 1.874 million vehicles, up 6.83% from the same period last year, and independent brand new energy vehicles sold 271000 vehicles, up 150% from the same period last year.

According to the plan, Changan Automobile will launch a number of new models in 2023, including Deep Blue S7, explorer EV, Avita E12 and so on. Recently, Chang'an also released plug-in hybrid brand Zhi Dian iDD,2023 year will also launch three hybrid models. Independent brands and the transformation of new energy will be the key words for the development of Changan Automobile in 2023.

Xiaopeng: target delivery of nearly 200000 Xiaopeng Automobile Chairman and CEO he Xiaopeng mentioned in a recent internal letter that the target is to deliver a total of 450000 vehicles in 2023, that is, nearly 200000 vehicles in 2023.

This target still puts some pressure on Xiaopeng, whose cumulative delivery volume in 2022 was 120757, achieving only 60.4% of the 2022 sales target. The main reason is the poor performance of the newly listed G9 and the further weakening of the competitiveness of the P7, which has been on the market for a long time. Xiaopeng does not have a blockbuster product at present.

In 2023, in addition to the regular upgrades of the P7, P5 and G3, Xiaopeng will also release a new car, including a medium-sized SUV G7, which is now highly expected to carry the banner of Xiaopeng's sales after its launch.

In addition, Xiaopeng is expected to be the first to launch fully autonomous driving in China in 2023, and will be able to let go of self-driving in more than 50 cities in China. At the same time, Xiaopeng Motor will continue to invest in high-intensity R & D for five years after 2023, with an annual R & D investment of more than 6 billion yuan.

Weilai: the goal of surpassing Lexus in 2023 is to exceed the sales of Lexus fuel vehicles. Weilai has previously targeted the luxury brand BBA, the goal and its "four parts of the world", but Weilai CEO Li Bin also admitted that there is still a gap, but is still very confident to surpass Lexus.

Data show that Lexus delivered a total of 122486 new cars in 2022, an increase of 34% over the same period last year, while Lexus sold a total of 183900 vehicles in China in 2022. As a result, Weilai's sales target for 2023 is about 200000 vehicles.

At the end of 2022, Weilai released the brand-new ES8 and the EC7 positioning sedan SUV. At present, all its models have been upgraded to the second-generation technology platform NT2.0, marking the smooth market switching of the first-and second-generation platform models.

Ideal: there is no clear sales target for stabilizing more than 200000 ideal cars, but ideal President Ma Donghui revealed, "the goal in 2023 is to keep the steady-state monthly sales of the ideal L9 at 8000-10000 vehicles." ideal L8 monthly sales are maintained at 10000-15000. " From this point of view, the ideal target is at least more than 200000.

A total of 133246 ideal cars were delivered in 2022, an increase of 47.2% over 2021. As of December 31, 2022, the cumulative delivery of ideal cars is 257334.

At present, the ideal models for sale are full-size SUV L9 and medium and large SUV L8, which are very popular in the market with a price of 300, 000 to 400, 000 yuan, while the new ideal L7 will also be officially launched on February 8, positioning medium and large five-seater SUV. In addition, ideal car CEO Li wants to say some time ago that the L6 model will be released and go on sale in 2024, but also confirmed the existence of the L5 model, and said that the L5 will not be a SUV model, a bold guess may be similar to the polar krypton 001 hunting model.

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