The annual sales of 100,000 new forces is a small goal.
Text/Shanshan Xu
With the official ringing of the bell in 2022, the new car-making forces and the new energy sub-brands of traditional car companies have successively released the delivery report card for 2021.
On the whole, under the influence of multiple factors such as "lack of core and subsidy decline", China's new energy vehicles will continue to maintain rapid development in 2021. Growth remains the key word around the new energy vehicle industry.
Xiao Pengfeng "King"
According to the data from December, in the first echelon of new car-making forces, NIO delivered 10,489 new cars in the same month, an increase of 49.7% year-on-year; Xiaopeng Automobile delivered 16,000 units, an increase of 181% year-on-year; ideal cars delivered 14,087 ideal ONE, an increase of 130% year-on-year.
Whether it is sales or year-on-year growth, Xiaopeng Automobile has stood at the top of the list that month. The ideal car also maintained the posture of "breaking 10,000" in November and continued to rush forward.
In terms of annual deliveries, NIO delivered a total of 91,429 units in 2021, an increase of 109.1% year-on-year, doubling for two consecutive years; Xiaopeng Automobile delivered 98,155 units in the whole year, an increase of 2.6 times, just one step away from the small target of 100,000 units; ideal car delivery of 90,491 units, an increase of 177.4% over the previous year.
Daily car observation cartography
By the end of 2021, NIO has delivered 167,070 electric vehicles, and Xiaopeng Automobile has delivered more than 130,000 units. Since delivery, ideal ONE has delivered a total of 124,088 units.
In addition to "Wei Xiaoli", Nezha Automobile also maintained the growth momentum of the previous month, and sales continued to break through the red line of 10,000 units to 10,124 units, with cumulative sales of 69,674 units for the whole year. New power brands such as WM and Zero Run also achieved a large increase in delivery volume, of which zero run increased by nearly 3.7 times in the month of December.
Aeon led the way
If you want to compare the new forces of car manufacturing and the new energy sub-brands of traditional car companies, GAC Aeon is undoubtedly the leader.
On January 2, Aeon released 2021 sales data showing that terminal sales in December were 16,675 units, an increase of 119% year-on-year; cumulative sales in the whole year reached 123,660 units, an increase of 119% over the previous year.
As of November 2021, GAC Ae-On has successfully broken through the red line of annual sales of 100,000 yuan, and its cumulative sales volume for the whole year last year exceeded expectations by 23.6%.
In addition, the Volkswagen ID family delivered 13,787 units in December, with cumulative sales of 70,625 units since delivery at the end of the year, and Geely Kr delivered 3,789 units in December, and has delivered 6,007 units of the Kr 001 model since the last week of October. Dongfeng Lantu delivered 3,330 units that month, and a total of 6,791 units were delivered from August to December.
At a time when new car-making forces and traditional car companies and new brands are competing to develop electric vehicles, the new energy track is becoming more and more hot and crowded.
However, recently, the Ministry of Finance, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Development and Reform Commission jointly issued the "2022 New Energy Vehicle Promotion Subsidy Plan", which stipulates that in 2022, the subsidy standard for new energy vehicles except for special purposes will be reduced by 30% on the basis of 2021, and the new standard will be implemented from January 1, 2022. Affected by this, many car brands, including Xiaopeng and GAC Eian, have said that they will raise the price of their new energy models.
Competition in the new energy market will eventually fall back to the product itself, and configuration, OTA or system differentiation will become an important factor affecting consumers' choices. In the future, this market will only "kill more and more crazy".