汽车行业上半年数据出炉，比亚迪遥遥领先，赛力斯同比增长超3倍，BBA、日系及合资遭痛击

华尔街见闻07-03

进入7月，多家新能源汽车上市公司公布了2024年6月及上半年销售数据。各家车企数据进一步显示出新能源汽车市场的火热温度，但也有部分新势力车企陆续被市场淘汰，被迫重整。同时，一大批合资车企销量断崖式下滑，产能过剩。 01 6月及上半年主要新能源车企销售数据概览 2024年上半年，新能源车市场竞争可谓惨烈，其中比亚迪6月新能源汽车销量为34.17万辆，去年同期为25.30万辆；1-6月新能源汽车销量...

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ACC","BK1610":"ETF&股票定投概念"},"translate_title":"The data of the auto industry in the first half of the year was released, BYD was far ahead, Cyrus increased by more than 3 times year-on-year, BBA, Japanese and joint ventures were hit hard","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1,"01211":1,"002594":0.6,"BYDDY":0.6},"content_text":"进入7月，多家新能源汽车上市公司公布了2024年6月及上半年销售数据。\n各家车企数据进一步显示出新能源汽车市场的火热温度，但也有部分新势力车企陆续被市场淘汰，被迫重整。同时，一大批合资车企销量断崖式下滑，产能过剩。\n01 6月及上半年主要新能源车企销售数据概览\n2024年上半年，新能源车市场竞争可谓惨烈，其中比亚迪6月新能源汽车销量为34.17万辆，去年同期为25.30万辆；1-6月新能源汽车销量161.3万辆，累计同比增长28.46%。\n上汽集团：2024年6月销售新能源汽车超9.3万辆，上半年累计销售新能源汽车超过46万辆，同比增长24%。\n赛力斯：6月新能源汽车销量为44,126辆，其中赛力斯汽车销量为41,457辆，同比增长631.42%；新能源汽车本年累计销量为200,949辆，同比增长348.55%。\n新势力方面，理想汽车等头部企业表现抢眼，蔚来汽车、极氪汽车交付量创新高，小米汽车等新兴力量也展现出强劲的增长势头。\n理想汽车6月交付新车4.78万辆，同比增长46.7%；今年二季度交付新车10.86万辆，同比增长25.5%，6月理想汽车重回中国新势力品牌销量榜首。\n蔚来6月交付21,209辆，同比增长98.1%，上半年，蔚来共交付新车87,426辆，同比增长60.2%。\n小鹏6月交付10,668辆电动汽车，同比增长24%，环比增长5%；上半年累计交付52,028辆电动汽车，同比增长26%。\n刚刚在美股上市的极氪6月交付20,106辆，同比大增89%，环比增长8%，首次单月交付破2万，创历史新高；今年1-6月极氪共交付87,870辆，同比增长106%。\n关注度拉满的小米6月共交付小米SU7超10,000辆，据小米汽车透露，7月份，小米SU7的交付量将依然超1万辆。\n\n02鸿蒙智行大战“蔚小理极米”，新能源竞争格局初现\n随着鸿蒙智行首款行政级豪华旗舰轿车享界S9已开启预订，鸿蒙智行产品矩阵和品牌结构已经成型。\n2024年上半年，鸿蒙智行累计交付194,207辆汽车，登上中国新势力品牌上半年销量第一，超高的增速下，未来或可预见的鸿蒙智行大战蔚小理以及极氪小米等新势力的竞争格局将会出现。\n比亚迪横扫20万以下经济车型市场，20万以上中高端品牌市场则呈现群雄割据的竞争局面。\n03 神仙打架，BBA、日系及合资遭殃\n新势力混战，BBA遭殃，5月奔驰、宝马、奥迪的销量分别同比下滑4.89%、6.75%和17.1%。\n面对销量下滑的困扰，奔驰、宝马、奥迪也无法再端坐其中，纷纷开启了大降价模式。\n奔驰C级、奔驰GLC的降幅在30-40%之间，而新能源车降幅更高一些，奔驰EQE降价21万，降幅已超40%，起售价35.2万的奔驰EQB直接半价。宝马也是如此，新能源比燃油车降得更多。宝马3系、宝马X3降价20%左右，宝马i3和宝马ix3的降幅区间则在30-40%左右，降价超13万。\n在比亚迪横扫经济车型市场的同时，日系及日系合资车企风光不再，销量开始持续下滑。\n2023年丰田在华汽车累计销量为170.1万辆，同比下滑12.36%；同期本田在华汽车累计销量123.4万辆，同比减少10.12%；东风日产去年在华销量更为惨烈，全年销售79万辆，同比下滑24.4%。\n2024年前四个月，日系合资车销量持续下滑，而且下滑幅度不断扩大。\n\n04 下半年汽车市场展望\n下半年随着汽车行业进入传统旺季，销售端或出现增长，同时新技术不断涌现，市场竞争进一步升级。\n短期来看，半固态电池技术取得突破，或有望成为汽车市场的新宠。新车型普遍采用高容量电池，极大地提升了续航里程。智己l6和蔚来汽车的150度半固态电池即将推出，将改变续航里程的游戏规则。\n800v高压技术继续普及，将加速纯电汽车的发展。超充桩的普及让充电速度大幅提升，为纯电汽车的普及打下了坚实基础。\n随着市场格局的变化，新能源车市场崛起，传统燃油车市场份额下滑，各大车企纷纷降价促销，汽车市场的价格战或愈演愈烈。\n本文作者：放牛塘团队，本文来源：牛塘行研，原文标题：《汽车行业上半年数据出炉，比亚迪遥遥领先，赛力斯同比增长超3倍，BBA、日系及合资遭痛击》风险提示及免责条款\n\n 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