乘用车市场信息联席会(简称乘联会)日前发布2023年2月新能源乘用车厂商批发销量快讯。乘联会预测2月的全国新能源乘用车销量在50万辆,环比1月增30%,同比去年2月增60%,预计2月新能源车市开门红基本实现。
图片来源:乘联会官微
乘联会表示,2022年全国乘用车市场新能源实现650万辆销量,增速94%的良好业绩。2022年底新能源补贴政策如期调整,叠加春节提前因素,1月全国新能源乘用车市场因春节假期的关系急剧下跌,进入2月逐步平稳回暖。随着近期碳酸锂降价趋势明显,部分厂商年初产销主动减速,实现生产端降本。
具体来看,厂商批发销量突破万辆的企业有10家,较上月增加3家企业,其中:比亚迪191664辆、特斯拉中国74402辆、上汽通用五菱10982辆、吉利汽车23000辆(预估)、长安汽车18500辆(预估)、广汽埃安30086辆、上汽乘用车23289辆、哪吒汽车10073辆、理想汽车16620辆、蔚来汽车12157辆。
据乘联会上月发布1月主力厂商新能源批发销量对比来看,销量破万的厂商中比亚迪、特斯拉中国、上汽通用五菱、吉利汽车、广汽埃安、理想汽车、蔚来汽车相较上月继续保持增长势头。本月上汽通用五菱、蔚来汽车和哪吒汽车最新销量突破万辆关卡。此外,长安汽车较上月销量26600辆出现较为明显下滑,本月销量仅有18500辆 。
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