At the end of April, Tesla, one of the global new energy giants, announced his results for the first quarter of this year, with sales, revenue, gross profit and net profit and other important indicators showing varying degrees of decline.
So how did Tesla perform in the first quarter and what is the trend of the global new energy market? A few days ago, EV-Volumes released data on global new energy light vehicles (including passenger vehicles and light commercial vehicles) in March and the first quarter, from which these two questions can be answered.
Statistics show that a total of 3.
216 million new energy light vehicles were sold worldwide in the first quarter of this year, of which March sales rose 19% year-on-year to 1.
315 million, the third highest monthly record in the market segment, only slightly lower than the 1.
385 million and 1.
557 million in November and December last year.
At the same time, Tesla’s global sales declined rather than increased in the first quarter of this year, selling only 387000 vehicles, far less than the 423000 vehicles sold in the same period last year.
This is not difficult to understand, Tesla CEO Elon Musk revealed that due to lower-than-expected delivery in the first quarter, the launch of new models may be accelerated.
Model Y and Model 3 both fell, why is there such a big contrast between Tesla’s performance and the global new energy market? This can be seen in the global list of best-selling new energy models in March and the first quarter.
As we all know, since its launch, the Model Y has gradually replaced the Model 3 as the most popular model for Tesla, and its global delivery volume has been increasing (except for the suspension of production of the Shanghai superfactory due to the epidemic in the second quarter of 2022).
After several years of growth, Model Y sales still reached 264000 in the first quarter of this year, but unfortunately there was a year-on-year decline for the first time, which was roughly 5.
7% compared with the same period last year.
Among them, there was negative growth in February and March, especially in the latter during the peak delivery period, where sales of the car fell 18.
1 per cent.
Coupled with the fact that Model 3 has fallen for three consecutive months compared with the same period last year, sales in the first quarter fell sharply by 20.
2%, so Tesla’s sales in the first quarter were naturally poor.
This is also the first time that Model 3 has missed the top three sales of new energy models in the world at the end of the quarter.
And it was BYD Qin Plus who pulled Model 3 off the podium.
After the honorable version of Qin Plus went on sale in mid-February, its 79800 yuan DM-i version caused a huge response, which made the sales of the car in China reach 50, 000 for the first time in March, surpassing Model Y to become the top seller in China’s passenger car market that month.
It is precisely because of this that Qin Plus ranked among the top three new energy models in the world in March and ranked third in the first quarter with the advantage of more than 6000 vehicles.
If the car continues to move strongly, the Model 3 may not be able to stay on the podium of the top three in the new energy market this year.
After all, under the fierce attack of BYD Song Plus, it had been squeezed into the third place in the previous two years.
In fact, not only Qin Plus, but also BYD Seagull, BYD Yuan Plus, BYD Han, BYD Destroyer 05, Aion S, Aion Y, BYD Tang, Chang’an Lumin and Teng Teng D9 and other independent new energy models all made considerable progress in March thanks to the recovery of the Chinese market after the Spring Festival holiday, with the last five all back on the list, while in terms of ranking, the destroyer 05 made the greatest progress.
Like Qin Plus, the price of the 05 honor version of the destroyer in February will also be adjusted to 79800 yuan, so in the following first full sales month, it has reached a monthly high of 19000 since it went on sale in March, and it is also the first time that it has entered the top 10 of new energy in the world.
It also made the cumulative sales of destroyer 05 soar to 33000 in the first quarter, making it a place on the global list of best-selling new energy models for the first time.
If some models stride forward, there is bound to be a decline in the ranking of models.
In March, the seats of M7, Wuling Hongguang MINIEV, Volkswagen ID.
4, Wuling colourful fruit, ideal L7 and Volkswagen ID.
3 moved backward.
It should be noted that the sales of some of these six models have increased, but the increment is not as large as Qin Plus and destroyer 05, so it is at a disadvantage.
For example, with the recovery of Europe’s new energy market in March, Volkswagen’s ID.
4 and ID.
3 reached more than 10,000 vehicles at the same time, the best result of the year.
Europe helped Mercedes-Benz Volvo hit a new high, and from the brand list, BYD still firmly occupies the top spot in the single month and cumulative list.
Thanks to the launch of its many glorious versions of its models, BYD soared to 287000 in March, roughly the same as its impulse sales in the fourth quarter of last year.
During the peak delivery period in March this year, Tesla’s performance could only be described as “mediocre” and only 168000 vehicles were sold.
This figure is not only lower than the 208000 in the same period last year, but also lower than the 180000 in the same period in 2022.
Of course, the skinny camel is bigger than a horse, and its sales are still more than three times that of BMW behind it.
BMW and Mercedes-Benz are nothing compared to the first two giants, but as far as they are concerned, they have both achieved very good results.
Although not a single BMW or Mercedes-Benz model has appeared on the global TOP20 list since the rise of China’s new energy in 2021, the brand still sells a lot of cars because of its large number of models.
For example, in the European new energy market, BMW i4, BMW iX1, Mercedes-Benz EQA and Mercedes-Benz GLC PHEV are favored by consumers.
In China, models such as BMW i3, BMW iX3 and Mercedes-Benz EQE have also gained a lot of sales due to big discounts.
Among them, because EQA and EQB each sold about 6000 vehicles, GLC PHEV also gained about 4200 vehicles, and Mercedes-Benz new energy sales reached a new high of 38000 vehicles in March.
Not only Mercedes-Benz, but Volvo also set its own record high of 35000 vehicles in March as EX30, XC60 and XC40 continued to sell well in the European market.
In addition to BMW, Mercedes-Benz and Volvo, other brands that performed better in March were GAC Ean and Toyota.
With the revival of the ride-hailing market, GAC’s Ian sales picked up again to more than 30,000 vehicles in March, sending its ranking soaring from 19th in February to 9th.
Toyota made little progress in March, but its sales were the best ever, putting it ahead of Kia for the first time in recent years.
Toyota’s soaring sales were mainly due to an increase in sales of the bZ3, which sold about 5700 vehicles in China, and bZ4X, which also gained 6100 worldwide.
Next, with the launch of new energy models such as the bZ3C, Toyota’sSales should continue to increase.
Just considering that the current market competition is extremely fierce, Toyota needs to speed up the pace of innovation.
It is also worth mentioning that Chang ‘an Qiyuan, who ranked at the bottom of the list in March.
As a new brand that launched its first product in the second half of last year, relying on Changan Automobile Group, Changan Qiyuan currently has three models on sale, and it also hit a new high in March, making it the first global new energy brand list.
However, no one knows who will get this position next month.
After all, zero-running cars, Peugeot and Krypton are all waiting outside the list, ready to break in and replace them at any time.
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