deliveries-21世纪经济报道

Hi everyone. I’m Stephanie LI.

大家好，我是主持人李莹亮。

Coming up on today’s program.

重点提要

– Chinese EV makers unveil impressive March deliveries;

– Shenzhen’s market entities hit 4 million.

Here’s what you need to know about China in the past 24 hours

中国经济要闻

Chinese electric vehicle manufacturers have recently reported their delivery volumes for March, most on track to hit their delivery expectations for the first quarter of this year.

Shenzhen-headquartered auto maker BYD sold 207,080 vehicles in March, a figure that represented year-on-year growth of 97.4 percent. Of the total sales 206,000 units were pure electric vehicles, while 991 units were commercial vehicles. And the cumulative new energy vehicles sales in the first three months of this year rose 92.8 percent to 552,000 units. BYD also sold a total of 13,312 new energy passenger vehicles overseas in March.

GAC AION, a subsidiary of the state-owned automaker GAC Group, delivered 40,016 new vehicles. This marks an increase of 97 percent year-on-year and 33 percent month-on-month. It is also the first time that monthly deliveries have exceeded 40,000 units.

Li Auto delivered about 20,800 new vehicles last month, up 25.3 percent month-on-month, marking another month of surpassing the 20,000 vehicle delivery milestone. This represents an impressive year-on-year growth rate of 88.7 percent. The company’s cumulative delivery volume as of the end of March was nearly 310,000 units.

Nio announced that it delivered 10,400 units last month, which increased by 3.9 percent on a yearly basis but down 14.6 percent compared to the previous month. Meanwhile, Zeekr – an auto brand under Geely – delivered 6,663 new cars in March, up 271 percent yearly and 22 percent monthly. Xpeng delivered 7,002 new cars last month, with a month-on-month growth rate of 17 percent, while Leapmotor sold 6,172 cars, down 39 percent compared to the same period last year.

New energy vehicles in China will command 90 percent of the auto market by 2030, said Wang Qing, deputy director at the Development Research Center of the State Council yesterday at the annual China EV 100 Forum in Beijing. Wang expects sales of NEVs to total around 17 million units by 2025 and 32 million units by 2030.

At the same forum, Xin Guobin, vice-minister of industry and information technology, said the auto industry is “global in nature” and the NEV sector requires more cross-regional and cross-industry cooperation, vowing to stick to the principle of open and win-win cooperation to build a market-oriented, law-based and international business environment.

International carmakers are speeding up their efforts in the Chinese market, as BYD outsold Volkswagen-branded cars to be the best-selling passenger car brand in China in February.

A senior executive of Volkswagen China said at the forum the company is planning to invest 15 billion euros in China on electric mobility together with its three joint ventures by 2024. Volkswagen plans to increase the number of charging posts in China for electric vehicles to 17,000 by 2025.

Also, German premium carmaker BMW said it will present the biggest-ever lineup of NEVs at the Shanghai auto show in April. This year, it will offer 11 electric models in China, its largest market worldwide.

进入4月，多家新能源车企都发布了3月新车销售情况。

新势力车企3月的交付数据比上个月有所增长，其中埃安、理想、极氪、深蓝等增长幅度较大，其余几家增幅较小。其中，广汽埃安销量突破4万辆，理想汽车的单月交付再次突破了2万辆。

业内人士指出，3月汽车行业掀起激烈“价格战”，燃油车大幅降价对新能源车造成了一定市场挤压。但从目前公布数据来看，广汽埃安、理想汽车等头部新能源品牌销量保持了高增速，各品牌差距逐渐拉大。

比亚迪继续领跑。4月2日比亚迪公告，3月新能源汽车销量20.7080万辆；前3月新能源汽车销量55.2076万辆，同比增长92.81%。3月海外销售新能源乘用车合计13312辆。3月新能源汽车动力电池及储能电池装机总量约为9.891GWh，2023年累计装机总量约为26.991GWh。

特斯拉当地时间4月2日公布，第一季度交付电动汽车42.29万辆，环比增长4%，同比增长36%，创下历史新高，略高于市场预期。

4月1日，埃安品牌发布3月销量数据，达到40016辆，同比增长97%，环比增长33%。1-3月累计销量80308辆，同比增长79%。第一季度的销量超过了8万辆成绩。

同日，理想汽车发布了3月新车交付成绩，共交付新车20823辆，同比增长88.7%，再次实现月交付突破2万辆，也是今年来首次突破2万辆。理想汽车CEO李想曾经预估理想汽车第一季度交付量要达到5.2-5.5万辆之间。目前来看，1-3月份，理想汽车累计交付量为52584辆，同比增长65.8%。

3月，蔚来汽车共交付新车10378辆，同比增长3.9%，其中SUV交付3203辆，轿车交付7175辆。1-3月累计交付新车31041辆，同比增长20.5%，截至目前，蔚来累计交付新车320597万辆。

小鹏汽车交付7002辆新车，环比增长17%。小鹏汽车表示，随着明星车型P7i上市和快速开启交付，3月P7车型总交付3030辆，环比增长32%。吉利集团旗下极氪品牌3月共交付6663辆新车，同比增长271%，环比增长22%，累计交付93182辆。其中，极氪009的平均订单金额为52.7万元，3月交付超过2000量，领跑豪华纯电MPV市场。

3月31日-4月2日，中国电动汽车百人会论坛（2023）在北京召开，国务院发展研究中心市场经济研究所副所长王青在论坛上预计，2025年我国新能源汽车销量会达到1700万辆左右，到2030年市场占有率会突破90%。

王青指出，从目前发展阶段来看，新能源汽车的新增效应比替代效应要大，但是随着电池技术的突破和下一步配套体系的完善，替代效应会逐渐突显出来，并且不断增强。“新能源汽车对燃油车的替代效应在2025年将达到60%，到了2030年突破94%。预计到2027年将一直处于快速替代阶段。”王青判断。

全国乘用车市场信息联席会秘书长崔东树在论坛上表示，2023年的经济发展要靠车市推动，城市汽车消费未来将以增换购为主，高端化将成为发展的重要推动力。崔东树预测，2023年新能源乘用车销量将达到850万辆，实现30%左右的增长，呈现增速逐步放缓、出口增长较强的态势，他还预计中国汽车产销未来必然会突破4000万辆。

工业和信息化部党组成员、副部长辛国斌则表示，发展新能源是我国从汽车大国迈向汽车强国的必由之路，要深化新能源汽车产业交流合作，让创新科技发展成果更好地造福世界各国人民。

“汽车产业具有典型的国际化特征，新能源汽车更需要跨区域、跨行业的协作，我们将一如既往坚持开放、合作、共赢原则，打造市场化、法治化、国际化营商环境，加强与各国在新能源汽车技术创新、贸易投资、标准法规等领域的交流合作，为推进中国汽车产业现代化贡献积极力量，为世界经济复苏注入新的动力。”辛国斌指出。

Greater Bay Area, Greater future

新使命，大未来

Next on industry and company news

产业及公司新闻

Earnings reports express

财报速递

Switching gears to financial news

金融市场消息

Wrapping up with a quick look at the stock market

股市收盘情况