今天我主要汇报一下常用车二五年一亿度的一个数据点评那主要汇报以下三个问题第一如何看待二五年一亿度出口的趋势第二呢就是二五年一亿度的销量隐含的一个全年的销量的同比增速大概是多少第三就是从竞争格局方面竞品组合的视角去看三月份这边发生了哪些变异变化 那我们那我们首先具体来看第一个出口这边今年一季度整个乘用车的出口同比增速是6.1%那其中的自主和合资的分别的出口的增速是11.5和-16.7那就是说不管是三月份的乘用车出口的同比负增长还是一季度整体偏低的只有六个点的整个 乘车整体的一个出口增速那都是因为合资车这边的一个下滑给就做了一个负面的贡献那合资和独资车企下滑呢又主要是由于特斯拉的影响特斯拉今年一季度的出口销量同比是下滑了57%是减少了5万台的绝对量 那自主品牌这边的出口的销量依旧是同比增加了十万台那主要是比亚迪的贡献比亚迪今年依旧的出口的增量也大概是在十万台左右那这十万台的增量里面呢又有六万台是比亚迪的插电混动贡献的 那往后面去展望呢我们还是维持之前的观点中国的插电混动有望引领下一阶段全球电气化的变动那我们今年往后面去看的话依然是看好插混出口带来的一个增量 那以上是对一季度出口的拆分简单来总结的话主要是由于特斯拉 ...

Core Viewpoint - The competition among Chinese new energy vehicle (NEV) manufacturers is intensifying, with significant variations in monthly delivery volumes and growth rates among different companies in May 2023 [2][4][10]. Group 1: Sales Performance - BYD reported a May sales volume of 382,500 units, a year-on-year increase of 15.27%, with cumulative sales from January to May reaching 1.7634 million units, up 38.70% [2][3]. - Leap Motor achieved a record delivery of 45,067 units in May, marking a year-on-year growth of 148.10% and a month-on-month increase of 9.82% [3][4]. - Li Auto delivered 40,856 units in May, reflecting a year-on-year increase of 16.70% and a month-on-month growth of 20.38% [3][4]. - Xpeng Motors delivered 33,525 units, showing a remarkable year-on-year growth of 230.43%, although it experienced a month-on-month decline of 4.34% [3][4]. - Xiaomi's delivery volume exceeded 28,000 units in May, failing to surpass the 30,000-unit threshold for the third consecutive month [2][10]. Group 2: Competitive Landscape - The competitive landscape among NEV manufacturers is expected to become more intense in the coming months, with several companies planning product renewals or new launches [2][10]. - Leap Motor's CEO emphasized the company's focus on self-research and development of core technologies, which has established a competitive edge in cost and quality [5][6]. - Li Auto's recent upgrades to its entire model lineup, including the launch of the Li L series, aim to enhance delivery volumes and maintain competitiveness [9][13]. Group 3: Future Outlook - Xiaomi is preparing for the mass production of its first SUV model, the YU7, expected to launch in July, which may significantly impact its delivery volumes [11][13]. - NIO is set to deliver newly launched models in June, which could lead to a notable increase in its delivery figures [16][17]. - The delivery volumes of several new energy vehicle manufacturers are anticipated to change significantly in June, driven by new product launches and internal restructuring efforts [13][18].

Core Insights - In April, BYD reported sales of 380,089 units, marking a year-on-year increase of 21.34% and a month-on-month increase of 0.71% [1] - The competition among new energy vehicle manufacturers has intensified, resembling a "Three Kingdoms" scenario, with key players being Leap Motor, Xpeng Motors, and Li Auto [1][9] - Leap Motor achieved a monthly delivery of 41,039 units, becoming the first new energy vehicle manufacturer to surpass the 40,000 mark in monthly deliveries [3][5] Sales Performance - BYD: 380,089 units, YoY +21.34%, MoM +0.71% [2] - Geely New Energy: 125,563 units, YoY +144%, MoM +5% [2] - Leap Motor: 41,039 units, YoY +173.50%, MoM +10.63% [2] - Xpeng Motors: 35,045 units, YoY +273.10%, MoM +5.54% [2] - Li Auto: 33,939 units, YoY +31.61%, MoM -7.46% [2] - Aion: 28,301 units, YoY +0.67%, MoM -16.96% [2] - Xiaomi: over 28,000 units, previously over 29,000 in March [2][9] - NIO: 23,900 units, YoY +53.01%, MoM +58.92% [2][15] - Avita: 11,681 units, YoY +122.62%, MoM +11.51% [2] - Lantu: 10,019 units, YoY +150.29%, MoM +0.07% [2] Competitive Landscape - The competition among new energy vehicle manufacturers is not yet stable, with opportunities for each participant to capture more market share [14] - Leap Motor and Xpeng Motors have shown significant year-on-year growth rates, with Leap Motor at 173.50% and Xpeng Motors at 273.10% [5][7] - Li Auto's performance has been inconsistent, with a decline in month-on-month growth rates observed in recent months [9][12] Strategic Developments - NIO plans to launch nine new models across its three brands in 2025, aiming to cover various market segments [18] - Leap Motor's CEO expressed confidence in maintaining a leading position in the market [5] - Li Auto is focusing on user-centric strategies to navigate the competitive landscape [12]