Per reporter: Sun Lei Per editor: Pei Jianru
In November, the new car-making forces continued to soar, and the monthly delivery volume reached a new high.
According to the November delivery data released by a number of new car-making forces, the delivery volume of the new head car-making forces represented by "Weilai Automobile, Xiaopeng Automobile, Ideal Automobile" has collectively exceeded 10,000 vehicles, and Nezha Automobile, which previously ranked second-tier, has also joined the "Ten Thousand Vehicles Club". From the perspective of sales growth, some car companies have even increased by nearly 400% year-on-year.
Watchmaking: Per reporter Sun Lei
According to the data of the Federation of Passenger Vehicles, in November this year, the retail sales of new energy passenger cars in China were 378,000 units, an increase of 122.3% year-on-year and 19.8% month-on-month. Among them, the six new car-making forces of Weilai Automobile, Xiaopeng Automobile, Ideal Automobile, Nezha Automobile, Zero-run Automobile and WM Automobile delivered about 60,600 new cars in November, accounting for about 16.04% of the domestic new energy passenger car market.
Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Association, believes that rising sales data and market penetration rates show that new energy vehicles are gradually forming a replacement effect on the fuel vehicle market, and new car-making forces will accelerate their development in this change.
"Xiao Liwei" collectively exceeded 10,000 vehicles in the monthly sales
Specifically, the latest delivery data released by Xiaopeng Automobile shows that in November, the total delivery volume of Xiaopeng Automobile was about 15,600 vehicles, and it delivered more than 10,000 vehicles in a single month for three consecutive months, an increase of 54% month-on-month and an increase of 270% year-on-year, ranking first among the new car-making forces. Among them, the Xiaopeng P7 delivered 7839 vehicles, an increase of 30% month-on-month; the Xiaopeng G3 series products delivered 5620 vehicles, an increase of 54% month-on-month; and the Xiaopeng P5, which started to deliver 2154 vehicles in October.
Previously, Gu Hongdi, vice chairman and president of Xiaopeng Automobile, said: "The order will reach 15,000 vehicles per month in the next two months, which is our goal, and we are confident of achieving the goal." "Now it seems that Xiaopeng Motors is fulfilling this goal.
Ideal Also entered the "10,000 Units a Month" club for the first time in November. In November, Ideal Auto delivered 13,500 Ideal ONE units, an increase of 190.2% over November last year and nearly 100% month-on-month, and Ideal ONE also became the first model in the new car manufacturing force to deliver more than 10,000 vehicles per month. From January to November this year, the total delivery volume of ideal cars was about 76,400 units. Since delivery, the cumulative delivery volume of Ideal ONE has exceeded 110,000 units.
Image source: Per reporter Sun Lei photographed (data map)
NIO also achieved good results in November, delivering about 10,900 new vehicles, an increase of 105.6% year-on-year and 196.65% month-on-month, setting a record monthly delivery. From January to November this year, NIO delivered about 80,900 new vehicles, an increase of 120.4% year-on-year.
It is worth noting that the performance of NIO has not been stable in recent months. NIO delivered 3,667 new vehicles in October, down 65% from 10,600 deliveries in September. As for the reasons for the sharp decline in delivery, WEILAI Auto officially said that from the end of September to the middle of October, the production line of Jachuai Weilai Hefei Manufacturing Base was upgraded in stages, so production was affected. Since the end of October, production has been gradually resumed.
In addition to "Wei Xiaoli", Nezha Automobile crossed the monthly sales mark for the first time with a delivery volume of about 10,000 vehicles and an increase of 372% year-on-year. Zero-run Cars and WM Motors ranked fifth and sixth in the November sales list of new car-making forces with monthly sales of 5628 and 5027 units, both of which set record for their respective monthly sales.
December or year-round order peak
Some people believe that as a car company, whether it can achieve the annual sales of its auto products to reach more than 100,000 vehicles is a very important watershed. This means that the company's automotive products have reached the partial recognition of the market and consumers, and its own operation has gradually entered the right track, which proves that the company is about to enter a period of rapid development.
In the first 11 months of this year, The cumulative sales of Xiaopeng Automobile and NIO Motor exceeded 80,000 units, about 82,200 units and 80,900 units respectively, and the ideal car sales were 76,400 units. Nezha Automobile, Zero Run Automobile and WM Automobile delivered about 59,500 units, 44,000 units, and 39,100 units respectively.
However, combined with the fourth quarter delivery guidelines previously announced by the company, the above 6 new car-making forces may not be able to achieve annual sales of 100,000 vehicles. Xiaopeng Automobile expects its fourth-quarter deliveries to be between 34,500 and 36,500 units. According to this data, Xiaopeng Automobile's annual delivery volume this year is 90,900 to 92,900 units. Nio And Ideal Are expected to deliver 89,900 to 90,100 units and 85,300 to 87,300 units for the full year this year.
Image source: Visual China
The shortage of chips is still a "roadblock" for new car-making forces to complete the target of 100,000 vehicles per year. In this regard, Everbright Securities said that the current supply chain bottlenecks such as batteries and chips are still the main factors restricting delivery, but it continues to be optimistic about the rising penetration rate of the new energy automobile industry and the prospect of steady climbing of the delivery volume of new car-making forces. Benefiting from the continuous release of demand in the new energy automobile industry, superimposed on the reverse promotion of the peak season at the end of the year and the decline of subsidies, the new forces of car manufacturing are expected to usher in the peak of orders throughout the year in December.