Pay attention to and often read the tram lab punch card to think about new energy insights
Controversy and growth continue.
Written by: CH_ Chen Han
Advance bar breaker:
Don't ask, Tesla and BYD have not yet issued sales data!
The year 2021, which has just passed, is a milestone year in the process of vehicle electrification in China.
In terms of sales, the penetration rate of new energy vehicles has broken through the inflection point of 10% in one fell swoop and entered a stage of rapid development. In the market, we have ushered in more and more "new car" enterprises, the market is becoming more and more mature, the competition is becoming more and more fierce, and consumers can choose more and more high-quality new energy vehicles.
Yesterday, the first day of 2022, the "new car" companies have been eager to post the sales report card of the past year, and the rising sales data seems to announce the arrival of a new era to us.
30s Review of 2021 "New Car" Delivery
(At the time of the video release, Weima, Xilis, Polar Fox and Gaohe did not release December sales data))
Speaking of which, this era is quite magical.
On the Internet, the controversy about new energy vehicles has never stopped, and the waves of opposition have been wave after wave. In real life, the sales growth of new energy vehicles has never stopped, and the people who buy new energy vehicles have wave after wave.
In 2021, the most controversial "Wei Xiaoli" still maintains rapid growth, monthly sales of more than 10,000 have become the norm, and annual sales have approached the 100,000 mark. However, this time, the seat has become "Xiao Wei Li".
Behind them, Nezha, Zero Run, Lantu, Extreme Krypton, etc. are not far behind, they are ambitious, and they are bound to accelerate the transformation of the automobile market to electrification.
Below is the transcript they handed in.
01
Xiaopeng: 16,000 deliveries in December, 98,155 annual deliveries
In December, Xiaopeng Automobile delivered 16,000 units, an increase of 181% year-on-year, and sold more than 10,000 units for the fourth consecutive month.
Among them, 7,459 units of the Xiaopeng P7 were delivered, 5,030 units of the Xiaopeng P5 and 3,511 units of the Xiaopeng G3i were delivered. In the fourth quarter, Xiaopeng Automobile's cumulative deliveries reached 41,751 units, an increase of 63% sequentially and a year-on-year increase of 222%.
In 2021, the total delivery volume of Xiaopeng Automobile reached 98,155 units, an increase of 263% year-on-year, just one step away from the mark of 100,000 annual sales. Among them, P7 delivered 60,569 units in the whole year, accounting for 62% of the total delivery volume in the whole year. The cumulative annual delivery volume of Xiaopeng G3 series products was 29,721 units, an increase of 148% year-on-year.
With outstanding intelligence and a more balanced product layout, Xiaopeng Automobile has won the top position in the sales list of "new cars" in 2021, and still maintains sufficient staying power. The Xiaopeng G3i delivered in September and the Xiaopeng P5 delivered in October are still in a strong product period, and will certainly contribute more sales in 2022.
The Xiaopeng G9 released at the Guangzhou Auto Show in November is expected to be delivered at the end of the third quarter of this year, which not only undertakes the mission of the Xiaopeng brand to continue to rise, but also will be a strong competitor in the pure electric medium and large SUV market. At the same time, Xiaopeng P7 will also usher in a facelift to continue to maintain its competitiveness in the electric car market.
In 2022, the four models with a clear division of labor will help Xiaopeng Automobile hit the target of annual sales of 150,000 or even 200,000, and continue to consolidate the top position.
02
Ulrai: December 10489, annually issued 91429
In December, NIO delivered 10,489 units, up 49.7% year-on-year, and sold more than 10,000 units for two consecutive months. A total of 25,034 units were delivered in the fourth quarter, an increase of 44.3% year-on-year, achieving seven consecutive quarters of positive growth.
In 2021, NIO delivered 91,429 new vehicles, an increase of 109.1% year-on-year, doubling for two consecutive years, with a cumulative total of 167,070 units delivered in history.
In the absence of new cars throughout the year, WEILAI has completed the annual sales of more than 90,000 units with an average transaction price of 400,000+, relying on excellent product strength and strong system capabilities.
In 2021, NIO provided six FOTA upgrades for the three old models of ES8, ES6 and EC6, and opened a flexible upgrade of the 100kWh battery, promising that the old model car chip can be upgraded to Qualcomm 8155, and maintaining product competitiveness with continuous optimization of software and hardware.
In addition, NIO has built 778 substations around the world, with a total of 4,582 new supercharge piles and destination charging piles; 15 new NIO Houses and 72 service centers; NIO Life released 594 new products; NIO App has carried out 16 version updates; and in the global market, NIO has released a Norwegian strategy to enter the Norwegian market in a system-wide manner.
Entering 2022, NIO will usher in a big year of products, and three new models based on the new NT2.0 platform - ET7, ES7 and ET5 will be delivered one after another. Among them, the NIO ET5 with a lower starting price will be delivered in September, when the second production base of NIO in the NeoPark Xinqiao Intelligent Electric Vehicle Industrial Park will be officially put into operation to ensure the supply of ET5 capacity. The ET5 will surely become NIO's best-selling model and shoulder the burden of NIO's sales growth in the next two years.
At the same time, NIO's products and system-wide services will also be landed in Germany, the Netherlands, Sweden and Denmark, and will enter 25+ countries and regions around the world in 2025.
For Weilai, whether it can return to the top of the "new car" sales list in 2022 may not matter, because in the domestic market, Weilai does not need to prove itself again.
In contrast, we should pay more attention to how NIO can gain a foothold in the global market. How does NIO's product and service system adapt to overseas markets?
Because only by conquering the global market can Chinese car companies move from strong to great.
03
Ideal: December 14087, Annual 90491
In December, Ideal Delivered 14,087 units, up 130.0% year-on-year, and sold more than 10,000 units for the second consecutive month. In the fourth quarter, Ideal ONE delivered a total of 35,221 units, up 40.2% sequentially and 143.5% year-over-year.
In 2021, the ideal ONE delivered a total of 90,491 units, an increase of 177.4% year-on-year, and the cumulative delivery volume of the historical one has reached 124,088 units.
With only one model of the ideal ONE, the ideal still completed the annual sales of more than 90,000 units, and people have to admire the accuracy of the positioning and product strength of the ideal ONE car.
It is indeed the most suitable car for a two-child family at a price point of 300,000 today, and there is no one. Co-oilable, 3 rows and 6 seats, high configuration, good image, intelligent, green card, free purchase tax, these advantages accurately grasped all the needs of the second-born father, and easily cut off the original absolute king of the field, Highlander.
Not only that, at the beginning of December, through the OTA push, more than 60,000 ideal ONE users of 2021 enjoyed the ideal full-stack self-developed navigation assistance driving system without additional software fees. Ideal is practicing the promise of "the safety of a family is only standard, not optional" with practical actions.
Entering 2022, the ideal ONE is likely to be the "new car" bicycle sales champion, at the same time, the ideal is about to usher in the second product - the large range extender SUV X01, which will open a new market segment, can it create a sales myth again like the ideal ONE? We'll see.
04
Nezha: 10127 delivered in December, 69674 delivered annually
In December, Nezha Automobile delivered 10,127 units, an increase of 236% year-on-year, and sold more than 10,000 units for two consecutive months.
In 2021, Nezha Automobile delivered a total of 69,674 units, an increase of 362% year-on-year, and the cumulative delivery of history has reached 95,977 units.
With the strategy of "rural encirclement of the city" and the sales contribution of the online ride-hailing market, Nezha Automobile has firmly occupied the fourth position in the sales volume of "new cars" in 2021, far away from the Weima and zero running behind it, and has the momentum of entering the first echelon.
Entering 2022, Nezha Automobile will usher in a more high-end car - Nezha S. The new car will be available in both pure electric and extended range versions, of which the pure electric version has a range of up to 800 kilometers and the extended range version can reach a maximum range of 1100 kilometers.
At the same time, Nezha S will also be equipped with 2 laser radars, 5 millimeter wave radars, 12 ultrasonic radars, 13 cameras and Huawei's MDC computing platform with a maximum computing power of 200T, and the auxiliary driving ability is worth looking forward to. Whether it can successfully break into the market of first- and second-tier cities, or whether Nezha can become the key to the first echelon of "new car manufacturing".
05
WM: 5062 in December and 44157 in the year
In December, WM Motor delivered 5,062 units, with a total of 15,114 units delivered in the fourth quarter, setting a record sales volume in a single quarter.
In 2021, WM Automobile delivered 44,157 units, an increase of 96.3% year-on-year, close to the total number of cumulative deliveries in the past three years, and the cumulative delivery of historical deliveries has reached 88,686 units.
WM regained its rapid sales growth in the fourth quarter, but it is clear that it is difficult to return to the first echelon. Just this past December, there were 2 fires in Weima, but there was no splash on the Internet.
In an era when traffic is king, what is more terrifying than being controversial is being forgotten.
In stark contrast to the unlimited scenery of WM EX5 winning the "new car" bicycle sales title two years ago, today's WM is in urgent need of a shot in the arm, and the WM M7 listed this year will be the key to determining the future direction of WM. Sailing against the current, if you don't advance, you will retreat, and the zero run, extreme Krypton, and Lantu have long been eyeing the positions of the top five.
06
Zero Run: 7807 deliveries in December and 43121 annual deliveries
In December, 7,807 zero-run vehicles were delivered, up 39% month-on-month and 368% year-on-year. In 2021, the total delivery of zero-run units was 43,121 units, a gap of only more than 1,000 units left to surpass WM, and this achievement was achieved under the premise that zero-run C11 delivered only 4,021 units in the whole year.
Entering 2022, "pure electric cost-effective ceiling below 200,000" zero-run C11 will be the guarantee of zero-run to maintain high-speed growth, as long as the production capacity problem is solved, this car has a strong competitiveness at a price point below 200,000.
In 2022, sales doubled, and there was no running drama.
07
Lantu: 3330 delivered in December, 6791 delivered annually
In December, Lando Automobile delivered 3,330 units, an increase of 192% month-on-month, becoming the fastest new brand to achieve more than 3,000 units of electric vehicle deliveries in a single month. Since the launch of deliveries in August 2021, Lando has delivered a total of 6,791 Landu FREE units, with an average transaction price of more than 338,000 yuan.
As a "new car" enterprise incubated by traditional car companies, Lantu has a stronger ability to guarantee mass production. With the significant increase in production capacity in December, Landu Automobile promised to shorten the pick-up cycle to one month, and before January 10, the users of Lando FREE can pick up the car before the Spring Festival.
Landu plans to form a three-category matrix across SUVs, MPVs, and cars within three years, and put no less than one new model on the market every year. Entering 2022, Lantu Automobile will usher in a medium and large MPV - Dreamer, and the new car will provide both range extender and pure electric power options. With range extenders and pure electric two-legged walking, Lando's sales performance is worth looking forward to.
08
Extreme Kr: 3796 deliveries in December and 6007 deliveries in the year
In December, 3,796 units were delivered, up 88.7% month-on-month. Since the start of deliveries in October, the cumulative delivery volume of the Kr 001 has reached 6,007 units.
Since its release, Extreme Kr 001 has received extremely high attention and huge order volume, with the mechanical quality of the leapfrog and the super high cost performance, it makes many users wait. Although its software and car problems have also caused a lot of controversy on the Internet, it is undeniable that the extreme Kr 001 has great potential for explosive models.
Entering 2022, Extreme Kr will also usher in an electric MPV model, which can prevent the hot sale of Extreme Kr, perhaps only the capacity and software OTA speed.
09
Skyworth: December order volume 3409
Among the "new car" companies that announced sales yesterday, there is also a familiar and unfamiliar name - Skyworth. The original text is as follows:
“
In the past 12 months, Skyworth Auto delivered a total of 3409 pure electric smart SUVs worldwide, an increase of 179.4% month-on-month, a new monthly sales record, and achieved a substantial month-on-month increase for 8 consecutive months. At present, there are 1588 Skyworth Automobile Experience Centers in China.
”
Regardless of what the word "order volume" means, I asked a circle, no one has seen Skyworth EV6 on the road, where are these thousands of cars sold?
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In addition to the "new car", yesterday these two people with lofty ideals joined the sales express inner volume contest...
Volkswagen ID series: 13,787 units delivered in December and 70,625 units since March
GAC Aeon: 16,675 units were delivered in December, with 123,660 units delivered annually
The sales analysis of these two will be done after the results of Tesla, BYD and other players on the same track are announced.
I'm here today and I wish you all a Happy New Year!
Today's topic
Guess what the ranking of "new cars" will be next year?
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