新能源乘用车零售数据(week48)-2006-调研纪要-23202312

乘用车市场销量周报 2023年 单位：万辆 ▲48.7% ▲10.1%▲10.7% ▲8.2% 59.42 ▲25.5% ▲17.0%▲15.2% ▲8.7% ▲28.1% ▲14.5%▲14.2% ▲25.1% 57.53 42.37 50.17 43.8545.1145.5445.7645.71 40.9141.3540.97 2023年第48周销量 57.53万辆 ▲48.67%同比 ▲25.87%环比 2023年累计销量 1930.41万辆 ▲7.62%同比 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 周度销量(万辆)周同比变化(%) 单位：万辆 ▲44.4% ▼4.5% ▲1.3%▲3.4%40.79 ▲9.4% ▲1.5% ▼2.0% ▼5.9% ▲15.0% ▲1.8%▲0.5% ▲14.6% 37.29 26.83 32.01 27.8427.0927.3028.1627.2127.80 24.6424.20 2023年第48周销量 37.29万辆 ▲44.41%同比 ▲34.12%环比 2023年累计销量 1279.38万辆 ▼3.98%同比 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 周度销量(万辆)周同比变化(%) 单位：万辆 ▲83.0% ▲40.2% ▲30.0%▲31.0% ▲55.2%▲55.4% ▲42.8% ▲56.9% ▲42.6% ▲39.4% ▲46.0% ▲57.2% 15.54 18.1618.63 13.08 17.8218.5517.91 16.7616.7117.3816.77 20.25 2023年第48周销量 20.25万辆 ▲57.21%同比 ▲13.06%环比 2023年累计销量 651.02万辆 ▲41.11%同比 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 周度销量(万辆)周同比变化(%) 36.7%36.2% 31.4%32.0% 38.2% 40.4%39.5% 38.2% 40.9%40.5% 39.2% 35.2% 单周渗透率 35.19% 同比 33.28%▲1.91% 本期 去年同期 年累渗透率 33.72% 25.72% 同比 ▲8.01% 本期 去年同期 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 周度渗透率(%) 燃油车油电混合 6%6% 传统能源车型销量 燃油车 35.04万辆 ▲42.93%同比 ▲34.47%环比 油电混合车型 2.25万辆 ▲72.42%同比 ▲28.90%环比 94% 去年同期销量 94% 本期销量 插电混动纯电动增程电动 增程电动 11% 插电混动 22% 增程电动 10% 插电混动 25% 纯电动 67% 纯电动 65% 纯电动13.18万辆 ▲37.82%同比 插电混动 5.01万辆 ▲91.11%同比 增程电动 2.06万辆 ▲196.06%同比 燃料电池 去年同期销量 本期销量 本期同期同比变化 单位：万辆 ▲47.2%▲48.6%▲50.2% 28.43 27.06 2.04 合资进口自主 合资自主进口 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 本期同期同比变化 单位：万辆 ▲55.5%▲43.5%▲51.9% 27.7326.96 2.30 MPVSEDANSUV SEDANSUVMPV 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 单位：万辆 本期同期同比变化 ▲40.4%▲29.8%▲59.0%▲81.7%▲72.0% ▼8.5% 8.31 26.0416.56 3.851.640.70 紧凑型小型微型中型中大型大型 微型小型紧凑型中型中大型大型 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 9.11-9.179.18-9.249.25-10.110.2-10.810.9-10.1510.16-10.2210.23-10.2910.30-11.511.6-11.1211.13-11.1911.20-11.2611.27-12.3 个人单位 11% 13% 89% 87% 整体市场属性比例 个人用车 47.94万辆 ▲48.75%同比 ▲22.22%环比 单位用车 7.38万辆 ▲43.26%同比 ▲48.44%环比 去年同期销量 本期销量 个人单位 13% 14% 新能源车购买属性比例 个人用车 16.83万辆 ▲68.42%同比 ▲17.28%环比 单位用车 2.64万辆 ▲51.20%同比 ▲17.84%环比 87% 去年同期销量 86% 本期销量 40 35 车型加权均价(万元) 30 25 20 15 10 5 95 90 85 80 车型加权均价(万元) 75 70 65 60 55 50 45 40 35 30 25 20 15 10 5 45 40 车型加权均价(万元) 35 30 25 20 15 10 5 45 40 车型加权均价(万元) 35 30 25 20 15 10 5 品牌本周销量同比增速本周市场份额份额同比变化年累销量年累计同比增速(%)年累计市场份额YoY份额变化 比亚迪 上汽通用 56,906 38,629 ▲41.3%9.9%▼0.5% ▲67.6%6.7%▲0.8% 795,034 2,151,37 3 ▲53.3%11.1%▲3.3% ▼12.0%4.1%▼0.9% 吉利汽车长安汽车一汽大众上汽大众广汽丰田东风日产华晨宝马 上汽通用五菱特斯拉中国长城汽车 东风本田奇瑞汽车一汽丰田一汽奥迪广汽本田北京奔驰一汽轿车理想汽车 33,655 32,799 31,429 29,840 27,379 19,818 19,552 19,388 17,417 17,309 16,870 16,825 16,682 15,943 15,304 13,577 12,942 9,649 ▲41.6%5.8%▼0.3% ▲51.4%5.7%▲0.1% ▲84.1%5.5%▲1.1% ▲18.2%5.2%▼1.3% ▲21.8%4.8%▼1.1% ▲68.0%3.4%▲0.4% ▲43.8%3.4%▼0.1% ▲68.4%3.4%▲0.4% ▲49.2%3.0%▲0.0% ▲59.0%3.0%▲0.2% ▲119.9%2.9%▲0.9% ▲116.8%2.9%▲0.9% ▲22.3%2.9%▼0.6% ▲51.6%2.8%▲0.1% ▲34.5%2.7%▼0.3% ▲29.7%2.4%▼0.3% ▲108.1%2.2%▲0.6% ▲128.2%1.7%▲0.6% 1,192,87 ▲19.0% 6.2% ▲0.6% ▲21.8% 6.3% ▲0.7% ▲6.4% 5.5% ▼0.1% ▼5.1% 5.3% ▼0.7% ▼9.2% 4.2% ▼0.8% ▼20.6% 3.3% ▼1.2% ▲7.3% 3.3% ▼0.0% ▲8.2% 3.3% ▲0.0% ▲33.1% 2.8% ▲0.5% ▲1.1% 3.4% ▼0.2% ▼12.0% 2.7% ▼0.6% ▲47.0% 2.5% ▲0.7% ▼5.2% 3.5% ▼0.5% ▲3.5% 2.9% ▼0.1% ▼19.1% 2.7% ▼0.9% ▲2.9% 2.8% ▼0.1% ▲17.1% 1.8% ▲0.1% ▲188.2% 1.7% ▲1.1% 9 1,217,81 2 1,070,28 9 1,030,90 7 811,638 629,174 639,503 629,268 538,375 655,966 518,757 492,057 679,086 553,504 523,599 548,954 347,446 329,701 品牌本周销量同比增速本周市场份额份额同比变化年累销量年累计同比增速(%)年累计市场份额YoY份额变化 比亚迪 特斯拉中国上汽通用五菱吉利汽车 理想汽车长安汽车广汽埃安长城汽车金康新能源小鹏汽车上汽大众上汽通用零跑汽车一汽轿车蔚来汽车 比亚迪戴姆勒合众新能源华晨宝马 奇瑞新能源智己汽车 2,151,17 56,905 ▲41.4% 28.1% ▼3.1% 17,417 ▲49.2% 8.6% ▼0.5% 538,375 13,390 ▲60.7% 6.6% ▲0.1% 396,082 12,947 ▲90.8% 6.4% ▲1.1% 362,939 9,649 ▲128.2% 4.8% ▲1.5%329,701 9,560 ▲64.6% 4.7% ▲0.2%328,069 8,418 ▲72.7% 4.2% ▲0.4%403,423 6,867 ▲244.0% 3.4% ▲1.8%178,636 5,587 ▲146.2% 2.8% ▲1.0%69,803 4,753 ▲142.1% 2.3% ▲0.8%117,506 4,601 ▲99.9% 2.3% ▲0.5%104,970 4,402 ▲253.0% 2.2% ▲1.2%55,814 4,342 ▲116.2% 2.1% ▲0.6%113,974 3,809 ▲434.2% 1.9% ▲1.3%79,774 3,656 ▲16.3% 1.8% ▼0.6%144,012 3,500 ▲683.0% 1.7% ▲1.4%104,148 3,065 ▼66.0% 1.5% ▼5.5%100,031 2,916 ▲20.8% 1.4% ▼0.4%90,698 2,230 ▼0.4% 1.1% ▼0.6%94,229 2,224 ▲2826.3% 1.1% ▲1.0%21,412 9 ▲55.4%33.0%▲3.0% ▲33.1%8.3%▼0.5% ▼4.2%6.1%▼2.9% ▲85.2%5.6%▲1.3% ▲188.2%5.1%▲2.6% ▲78.1%5.0%▲1.0% ▲111.8%6.2%▲2.1% ▲85.1%2.7%▲0.7% ▲14.0%1.1%▼0.3% ▲7.3%1.8%▼0.6% ▲28.4%1.6%▼0.2% ▲37.5%0.9%▼0.0% ▲19.9%1.8%▼0.3% ▲72.7%1.2%▲0.2% ▲35.0%2.2%▼0.1% ▲4067.6%1.6%▲1.5% ▼19.4%1.5%▼1.2% ▲88.5%1.4%▲0.4% ▼42.0%1.4