Since 2021, the new energy passenger car market has ushered in explosive growth, and the annual batch sales are expected to reach about 3.3 million units, with a penetration rate of more than 15%, far exceeding the level of 5.8% in 2020.
In the context of the two booming market production and sales, the new force brand has also achieved multiple growth this year, and from January to November 2021, the head camp of Xiaopeng, Weilai and Ideal won the top three in the list of new forces with 82,155 vehicles, 80,940 vehicles and 76,404 vehicles respectively, further widening the gap with the new forces at the waist.
According to the current market performance, Xiaopeng, who ranked third last year, can basically lock in the annual sales champion in advance.
Looking ahead to 2022, the industry generally predicts that the sales volume of new energy passenger vehicles will reach 4.5-5 million units.
Under such a high degree of prosperity, coupled with the incremental factors of new cars (Wei Xiaoli will have new models delivered next year), Xiaopeng, Weilai and Ideal will further set new sales in 2022, of which Xiaopeng and Weilai are expected to enter the 150,000 + camp next year.
In addition, considering the considerable incremental expectations brought by the P5 (delivery in the fourth quarter of 2021) and the G9 (delivery in the third quarter of 2022), Xiaopeng Automobile is even expected to hit the scale of 180,000-200,000 units in 2022.
Compared with Weilai and Ideal, which have a higher brand positioning, The price coverage of Xiaopeng Automobile with lower average price is higher, which also allows it to have a wider customer base, and considering the faster channel coverage brought by the direct operation + licensing dual business model, as well as the rapid growth of the electric vehicle market in the mid-end price segment of 150,000-220,000, Xiaopeng Automobile continues to lead the new force camp or will be normalized.