Author | Zhou Jifeng
Edit | dawn
Source | Shentucar (ID: shentucar)
On the first day of the New Year 2022, the new car-making forces can't wait to release the report card for December 2021 and the whole year. In November 2021, 4 new forces delivered more than 10,000 copies. In December, there are still 4 new forces with monthly deliveries of more than 10,000, namely: Xiaopeng, Ideal, Weilai, and Nezha. Relying on the good results of 16,000 units, Xiaopeng once again sat on the throne of the new domestic car-making forces. It is worth noting that the delivery volume of the new forces of the second echelon has also risen, and the delivery results of Nezha (10127 units) can even break the wrist with Weilai (10489 units).
Not only the new forces of car manufacturing, but also traditional car companies have also begun to join in the fun. Dongfeng's Lantu, Geely's Extreme Kr, and Volkswagen have also participated in the competition of delivering report cards in the sun.
As soon as december deliveries are announced, the annual deliveries will be announced. In the competition throughout 2021, the biggest winner may be Xiaopeng - sitting on the throne of the new domestic car-making force for three consecutive times, and the cumulative delivery of 98,155 units throughout the year has reached 98,155 units. Judging from the report cards released by various companies, the future of China's new energy market seems to be bright. But for all the players involved in building cars, there is still an uphill battle to be fought in 2022. From January 1, 2022, the subsidy standard for new energy vehicles will be reduced by 30% compared with 2021. After the subsidy tide recedes, it is still unknown whether new energy vehicles can compete with fuel vehicles.
Data source / company website
Xiao Peng overtook Weilai and sat firmly on the throne
The three new forces of "Wei Xiaoli" have basically stabilized the monthly delivery volume at more than 10,000 units. Among them, Xiaopeng is the fiercest, and since the first monthly delivery exceeded 10,000 units in September, the delivery volume has remained above 10,000 units for four consecutive months.
Xiaopeng is also the fastest of the three, for 3 consecutive months, monthly delivery exceeds the ideal and former "big brother" Weilai, sitting firmly on the crown of the new domestic car-making forces. Especially in December, Xiaopeng delivered 16,000 units in one go, breaking his delivery record in previous years, and pulling the war situation up to a new dimension - 15,000 units delivered per month. Ideal relied on a blockbuster car Ideal ONE to successfully break into the "Ten Thousand Tables Club". Although there is only one product, the ideal staying power is very sufficient, not only has not been "pin crown" Xiaopeng to open the gap, but step by step. More embarrassing is Weilai, the first half of 2021 has been the sales crown of the new car-making forces. Unexpectedly, in the second half of the year, it was continuously surpassed by ideals and Xiaopeng. Recently, the monthly delivery volume is even the same as the second echelon of Nezha. Especially in December, the delivery volume of Niolai and Nezha was only 300 units.
Judging from the December 2021 delivery rankings, Nezha, Zero Run and Weima are also full of horsepower. The gap between the head and the second echelon is gradually narrowing. The fiercest attack was Nezha, who had delivered more than 10,000 yuan for two consecutive months. Nezha's ambitions were great, and after the first delivery volume exceeded 10,000 in November, he put the slogan "Stable in the first camp of the new car-making forces" on the propaganda poster. According to the current development trend, Nezha's dark horse may not be able to gain a firm foothold in the first camp of the new car-making forces.
In December, there are many more dark horses. In addition to the new forces of car manufacturing, the transformation speed of traditional car companies is also accelerating. Volkswagen, which has not been optimistic, has also reached a record monthly delivery of 13,787 units in December. Dongfeng's Lantu, its new car Lantu FREE has just begun delivery in August 2021, and in December, the monthly delivery volume of Lantu FREE reached 3330 units. As a medium-sized SUV with a starting price of more than 300,000, this achievement is also remarkable.
Geely's Extreme Kr 001 did not start delivery until the end of October 2021, and by December, the new car had achieved a monthly delivery of 3796 units. Counting the 199 deliveries in October and the 2012 deliveries in November, there should be more than 6,000 Krypton 001 deliveries in 2021.
Crossing the threshold of "mass production" and subsidies with a great ebb and flow
There is a view in the industry: production and sales of more than 100,000 units are considered mass production.
At present, "Wei Xiaoli" is about to cross the threshold of "mass production". Xiaopeng's cumulative delivery in 2021 will reach 98,155 units, which is only one step away from "production and sales of 100,000". WEILAI and Ideal are close behind, with deliveries of 90,000 units in 2021. The new forces that can cross the threshold of "mass production" mostly hold one or two explosive products in their hands.
For example, Xiaopeng, which is about to sell more than 100,000 yuan a year, has installed a product that can be played in the low- and high-end market. Among them, the P7 sedan is priced at 229,900-409,900 yuan after subsidies, positioning itself in the middle and high-end; the compact SUV G3 aims at the sinking market. In September, the P5 compact sedan went on the market at a price of 157,900-223,900 yuan, filling the market that was not covered by the previous P7 and G3. Recently, Xiaopeng released the first medium and large SUV G9, ready to rush higher, challenging the high-end market of 300,000-400,000 yuan. At present, P7 is the most capable product, Xiaopeng P7 delivered 60569 units throughout the year, accounting for 62% of the total annual delivery, while the new car P5 continued to climb after the official delivery in October, and has reached 5030 units per month in December. Different from Xiaopeng's "rain and dew are evenly dipped", the ideal is to create a popular model. The product is polished well and the positioning is "range extended", which ideally creates the ideal ONE of the explosive electric vehicles with monthly sales of a single model in the field of electric vehicles in China. Relying on this car, the ideal is firmly in the "first camp of the new car-making forces".
From the perspective of product matrix, WEILAI currently has four models on sale: ES6, ES8, EC6 and ET7, and the price mainly covers the range of 350,000-600,000. However, because the unit prices of the three cars are high, Weilai has not been able to appear explosive products for a long time. The lack of blockbusters also made Weilai slightly inferior in this monthly racing competition. NIO is also aware of this problem. On NIO Day, NIO released a new generation of pure electric coupe ET5, the ET5 before the subsidy starting price of 328,000 yuan, which is the cheapest model NIO has ever seen. In order to go out of the explosive model, Weilai spelled.
In 2020, the new forces are struggling with life and death, and it is not bad that cars can be built. By 2021, car manufacturing has become an outlet, and the market penetration rate of new energy passenger cars has risen from 5% at the beginning of the year to 19.5% at the end of the year, and new energy vehicles have become a consumer trend in the Chinese market. The new car-making forces are no longer short of money, and everyone's focus is on creating explosive models.
In the following 2022, the close hand-to-hand combat of the new forces will be further intensified. In December 2021, the four ministries and commissions jointly issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, which clarified that from January 1, 2022, the subsidy standard for new energy vehicles will be reduced by 30% on the basis of 2021. This means that 2022 will be the last year to implement the subsidy policy for new energy vehicles, and the financial subsidies for new energy vehicles that have lasted for more than ten years will enter the countdown to complete withdrawal.
A new inflection point has arrived. The policy is no longer for the new energy vehicles, and the new forces of car manufacturing must carry out direct and direct competition with fuel vehicle companies. In addition to the known new forces such as "Wei Xiaoli", Zero Run, Nezha, and Weima, a steady stream of car-making armies is rushing to this battlefield. They are all eager to get the "admission ticket" of the second half of new energy vehicles.
Subsidies recede to see who is swimming naked. Whether it can continue to create explosive models and whether it can compete with fuel vehicles has become a hard indicator of the new energy market in 2022.