Male for a year, but fell short？ The sales volume of new energy VAN is fixed at 170,000 units.

In December, the sales report of new energy VAN series models (including micro-surface, medium-surface and large-surface models, the same below) was released!

According to the statistics of tram resources, the annual sales volume of China’s new energy logistics vehicles was released in 2023. Since the sales volume in December did not show the tail-lifting effect, the cumulative sales volume in 2023 was fixed at 277,100 vehicles (excluding logistics heavy trucks and pickup trucks), an increase of 10.41% year-on-year. Among them, the total sales volume of new energy VAN series vehicles in 2023 was 177,722 vehicles, down 2.40% year-on-year.

Sales volume: the annual sales volume declined for the first time year on year.

Generally speaking, the new energy VAN series vehicles in 2023 have two characteristics:

There was no cocking in January and December.

In terms of specific data, the total sales volume of new energy VAN series vehicles in December 2023.15148Cars, down year-on-year59.48%, down from the previous month.19.72%, compared with the common phenomenon of tail-jumping in December in previous years, the end of 2023 can only be said to be a silver-like wax spear.

"tail-kicking phenomenon"It is a major feature of new energy logistics vehicles in recent years, especially in 2022. In terms of sales volume, the total sales volume of new energy VAN series vehicles in December 2022.3.710,000 vehicles, which is the month with the highest sales volume in 2022, is also the month with the largest growth rate from the previous month.

Get to the bottom of it,"tail-kicking phenomenon"The most direct and main inducement is"Last bus subsidized by the state". In addition, in 2022, the battery price has increased, and the supply chain is tight. Many distribution operators consider that the increase in battery price will lead to the increase in vehicle price, thus forming a considerable profit difference. Even if the price of power battery is reduced slightly, there is little possibility of loss if there is a country to make up the bottom.

Under the superposition of two factors, many channel dealers bet on the small fluctuation of car prices and hoarded a number of vehicles at the end of 2022. With the official withdrawal of the state subsidy in 2023 and the diving decline of battery prices, the involution intensified and the inventory clearance pressure increased greatly. In the first year when the new energy logistics vehicle market was driven, it was taught a lesson by the market, and major distribution operators no longer rushed to hoard a large number of vehicles in December as in previous years.

Second, the size of the middle surface has increased sharply, the large surface has dropped by 20%, and the micro surface has been folded in half.

Specific to the market segment:

New energy micro-surface sharing50There are sales data for models, and the total sales are available.46654Cars, down year on year.51.63%；

New energy is shared in the middle.37There are sales data for models, and the total sales are available.111130Cars, up year-on-year83.78%；

New energy is widely shared.29There are sales data for models, and the total sales are available.19938Cars, down year on year.20.75%。

On the whole, the new energy medium has made great progress compared with 2022 with the number of new models and the sales volume of head models this year.

Micro-surface and large-surface are just like the prediction of tram resources. The biggest difficulty in achieving a further breakthrough in sales is whether there is a tail-lifting phenomenon. Since there is no such phenomenon, the sales of the two naturally decline a lot.

However, it is worth mentioning that in 2023, the number of large-scale new energy vehicles will increase a lot, such as SAIC Chase, Xinjiao Aoteng Pro, Ruichi EC75 and Lingshi Gold Card. However, the time to market of these vehicles is relatively late and they have not yet made efforts.

Model: The year-on-year growth momentum of head models is still gratifying.

Judging from the monthly sales results in December, except for two new cars, the Ruichi EC75 and Yufeng EM27L, only the Ruichi EC35 series models can maintain the momentum of chain growth, and the other models have declined year-on-year and chain-on-chain, with a large decline.

From the perspective of the whole year, because of the large number of new cars in the TOP10 model, the year-on-year increase is obvious. Judging from the hot-selling models, there are three micro-surfaces, six mid-surfaces and one large surface in the TOP10 model. It is no exaggeration to say that the new energy mid-surface models account for more than half of the VAN series models.

Specific to the sub-models, the remote star enjoys the V series models.3.8The data of 10,000 vehicles is firmly at the top of the sales list of new energy logistics vehicles, among which Yuanxing enjoys a total sales of V5 E.2469Vehicles, remote satellite enjoy V6E (including remote satellite enjoy V6E PLUS) total sales.35566To a certain extent, it proves that the advantages of medium noodles in the market are greater than those of micro noodles.

According to the data of tram resources, in 2023, the remote Star V series models were sold to 304 cities across the country, among which 6 vehicles exceeded 1,000, namely Shenzhen, Dongguan, Guangzhou, Chengdu, Foshan and Chongqing. The overall sales system was relatively healthy and did not rely too much on a single city.

The second place is the Kairui finless porpoise, which followed the changes in the big market and sold in December.1074Cars, down from the previous month.50.53%, down year on year.41.88%。 However, in terms of annual sales, the cumulative sales of the Kairui finless porpoise throughout the year.20264Car, accounting for new energy VAN series models.11.40%, up year on year.190.11%。

In terms of urban sales, the Kairui finless porpoise was sold nationwide in 2023.261Greater Bay Area, led by Shenzhen and Guangzhou, is the main market of Kairui finless porpoise, and the 40.55kWh and 38.64kWh versions of Guoxuan Hi-Tech are the best sellers.

It is worth noting that the Kairui finless porpoise will provide the choice of split tailgate in the future, which is a good change for users who need forklift loading and unloading.

Since the launch of the new energy mid-plane, the momentum of micro-plane models has been relatively weak, and the third is the Ruichi EC35 series models, with total sales in 2023.10184Cars, down more than year-on-year50%, the top three hot-selling cities are Shenzhen, Dongguan and Tianjin.

It is worth noting that under the trend that the micro-surface is gradually weakening and the middle surface is gradually rising, Ruichi New Energy will not give up the market. The Ruichi EC75 series with high hopes for tram resources was launched in December 2023 in a single month.886The sales performance of the car squeezed into the fourth place in the monthly list. Tram resource data shows that the cumulative sales in November and December 2023.967This is a very good start for a newly listed vehicle, and whether it will have an impact on the Chinese market in 2024 is worthy of attention.

Besides Ruichi New Energy, dongfeng shares’s Dongfeng Yufeng EM26 and Dongfeng Yufeng EM27L have similar performances.

Dongfeng Yufeng EM26 is an evergreen model owned by dongfeng shares, and Dongfeng Yufeng EM27L is a new model listed in dongfeng shares in 2023. The impact of the two models with relatively close market strategies is that the sales volume of Dongfeng Yufeng EM26 has decreased from the previous month, but the advantage is that users can choose according to their own needs.

Tram resource data shows that Dongfeng Yufeng EM26 will be sold in 2023.9800Cumulative sales volume of Dongfeng Yufeng EM27L.1406Total sales volume of two series products11206Car.

summarize

Throughout 2023, although the new energy VAN series models showed a slight negative growth year-on-year, the overall performance was still better than that in 2022. The end of the year is no longer the same as last year, which also means that new energy logistics vehicles are on a healthier development trend.

In addition, with the continuous decline in battery prices, the purchase cost of new energy logistics vehicles is also declining, and the sales volume may increase. However, tram resources believe that the increment of VAN series cars is not large, and it will still show an "involution" in 2024, which may lead to a battle for the share of 6-party models/7-party models. Micro-surface and large-surface are likely to maintain the existing share, even if it is eroded, the share that can be given up is very small.

The more voluminous 2024 has also arrived. Maybe it will be clear soon, so we can wait and see.