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

Thanks CTOnews.com netizen long Xiang tears, soft media user 1942143 clue delivery! CTOnews.com February 3 news, today's passenger association released sales data show that it is estimated that new energy passenger car manufacturers wholesale sales of 410000 vehicles in January, a month-on-month decline of about 45%, basically unchanged from January last year.

Among them, Tesla's January sales are estimated to be 66000, an increase of 10.3% over the same period last year. According to the Forecast of the Federation, sales of new energy passenger vehicles in China will reach 8.5 million in 2023, with a penetration rate of 36 per cent.

Tesla Shanghai Super Factory delivered 710000 vehicles in 2022, of which the Model Y alone delivered more than 450000 vehicles. Recently, Tesla comprehensively adjusted the selling prices of all S3XY products in China, causing changes in the new energy vehicle industry. At present, Tesla's cumulative sales volume in the Chinese market has reached one million.

CTOnews.com has learned that, according to internal memos, Tesla's Shanghai plant plans to produce an average of nearly 20, 000 cars a week, at least in February and March, close to the level of September last year. Last September, the Shanghai plant produced 82088 Model 3 and Model Y cars.

After the withdrawal of state subsidies for new energy vehicles, the national new energy passenger car market quickly entered the freezing point as scheduled in January, and then gradually warmed up, according to the Federation of passenger Transport Association. As the sales time before the Spring Festival is only 20 days, the new energy car market has not yet fully recovered. Therefore, the loss of more than 7 days of effective sales time during the Spring Festival in January, coupled with the drastic changes in sales after New Year's Day, led to a sharp decline in overall manufacturer sales in January compared with December. With the recent obvious price reduction trend of lithium carbonate, some manufacturers take the initiative to slow down production and sales in January to achieve homeopathic rest before the Spring Festival, waiting for a good start in February.

In the national passenger car market in December 2022, the wholesale sales of 14 manufacturers selling more than 10,000 new energy vehicles accounted for 81.4% of the total monthly sales of new energy passenger vehicles, and the estimated sales of these enterprises in January were 335000. According to the normal structure ratio, the national sales of new energy passenger vehicles in January are forecast to be 410000, which is at the bottom of the recent passenger car manufacturers' sales.

Taking into account the balance between the production reduction and incremental factors of individual enterprises in January, the proportion of January sales of the main enterprises (more than 10,000 vehicles) remained basically stable. As a result, it is estimated that wholesale sales of 410000 new energy passenger cars in January will be about 45% lower than in December, which is basically the same as in January last year. It is expected that the new energy vehicle market will get off to a good start in February, achieving year-on-year and ring-by-year growth.

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