Zhi Neng Monthly Report | January 2023 US New Energy Market Report.

Author: Tao Yanyan

Editor’s note: Zhineng Monthly Report has officially launched and is mainly divided into five chapters: whole vehicle (domestic Part1, domestic Part2, Europe, and the United States), battery (domestic, foreign, and energy storage), charging, electric drive, and intelligentization.

The US new energy vehicle market is the most anticipated in 2023. In January, the sales volume of new energy vehicles was 80,800 units, a year-on-year increase of 47.7%. Among them:

● Pure electric vehicles were 66,400 units, a year-on-year increase of 55.2%, with a penetration rate of 6.4%.

● Plug-in hybrids were 14,400 units, a year-on-year increase of 20.5%, with a penetration rate of 1.4%.

Non-plug-in hybrids sold nearly 60,000 units with a penetration rate of 5.7%, a year-on-year decrease of -6.3%, affected by policies.

From the monthly data of public enterprises, the US market is currently in a slight growth state, and Toyota is the only one among them that has declined. Looking at car prices, the industry’s average price is $45,000 per car.

Main situation

From the basic data of the industry, the sales of pure electric vehicles are more affected by the whole vehicle, mainly because subsidies tend to pure electric vehicles. Plug-in hybrids have relatively few companies and know that they need to launch a decisive battle in the field of pure electric vehicles.

The monthly sales volume of fuel cell vehicles in the United States is approximately a few hundred. It may take another 10 years for this market to have a chance, and currently only Honda and Hyundai are still insisting.

Brand’s Main Sales Volume

Due to the actual data of several databases in the United States sales volumes is not trustworthy, I provide a qualitative overview of the major sales volumes of new energy vehicles in the US market.

The sales volume disclosure of major automakers’ new energy vehicles are as follows, and Ford’s pure electric car sales reached 5247 units.

The North American sales volume of Ford’s pure electric cars include 2626 units of the Mach-E, 2264 of the F-150 BEV, and 357 of the Transit.

Summary: The January data is just a start, and American car companies are still climbing uphill. Tesla has already sparked interest from American consumers by lowering prices, and there will be big news on March 1st. Other car companies are slowly honing their product portfolios and manufacturing bases.

This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.