The 2021 delivery data of the new car-making forces was released, and Xiaopeng, Weilai and Ideal ranked in the top three

In 2021, the number of car deliveries of new car-making forces soared, and Xiaopeng Automobile delivered nearly 100,000 vehicles to win the championship

On January 3, 2022, Xiaopeng Motors, a Hong Kong-listed company, released the delivery data of smart cars for December and the fourth quarter of 2021, which also means that the car delivery report card of the new car-making forces in 2021 was released - Xiaopeng ranked first in the cumulative delivery of 98,155 vehicles in the whole year, followed by Weilai and Ideal with a cumulative delivery of 91,429 vehicles and 90,491 vehicles respectively.

Xiaopeng Automobile (09868. HK) (XPEV.US) announced that the company delivered 16,000 smart electric vehicles in December 2021, exceeding the monthly delivery target of 15,000 units for the second consecutive month. December 2021 deliveries increased 181% year-over-year.

In terms of full-year vehicle delivery data, as of December 31, 2021, Xiaopeng Automobile's total annual deliveries reached 98,155 units, an increase of 263% year-on-year. In addition, as of December 31, 2021, the cumulative historical delivery volume of Xiaopeng Automobile's intelligent electric vehicles reached 137,953 units.

The annual delivery volume of WEILAI and Ideal ranked second or third, and the cumulative delivery exceeded 90,000 vehicles

NIO.COM. US) 2021 cumulative car deliveries ranked second in the camp of new car-making forces. According to the data, NIO delivered 10,489 vehicles in December, an increase of 49.7% year-on-year; NIO delivered a total of 25,034 vehicles in the fourth quarter of 2021, an increase of 44.3% year-on-year; and delivered 91,429 vehicles in the whole year, an increase of 109.10% year-on-year.

It was followed by the Ideal Car (02015. HK), the gap between the cumulative delivery volume in 2021 and NIO is only 938 vehicles, and the sales volume of the two is very anxious. Data from Ideal Cars shows that the company delivered 14,087 Ideal ONE units in December 2021, an increase of 130.0% over December 2020 and a new high in deliveries. In the fourth quarter of 2021, ideal ONE delivered a total of 35,221 units, an increase of 40.2% from the third quarter of 2021 and an increase of 143.5% from the fourth quarter of 2020. In 2021, the Ideal ONE delivered a total of 90,491 units, an increase of 177.4% over 2020. Since its delivery, the ideal ONE has delivered 124,088 vehicles.

In 2022, the competition for new energy vehicles will continue unabated, and who can laugh at the end there are greater variables

Although the new car-making forces have achieved remarkable results in 2021, looking forward to the future, they will not only face the pressure of competition from traditional car companies, but also face problems such as the decline of car purchase subsidies, the increase in raw material costs, and the shortage of chips.

In recent years, traditional veteran fuel vehicle companies have also continued to exert efforts in the new energy vehicle market, trying to get a share of the new energy vehicle market. Domestic manufacturers take GAC Group as an example, the company's new energy vehicles in 2021 grew rapidly, the data show that GAC Aian sales reached 16675 units in December, last year's cumulative sales reached 12.36 units, an increase of 119% year-on-year. It can be seen that whether from the perspective of sales growth or from the perspective of absolute sales, GAC Group has become a force that cannot be ignored in the industry.

It is worth mentioning that the company's new energy vehicle Chen Neng is planning to further accelerate. According to the company's statement, the current production capacity of the Aean plant is 100,000 vehicles / year, and the capacity utilization rate has exceeded 140%. In response to market demand, GAC Aeon will complete the expansion of its first plant with a capacity of 200,000 yuan in early 2022 and a capacity of 400,000 by 2023.

In the international market, foreign-funded veteran car companies are also seizing the new energy vehicle track. The data shows that the Volkswagen ID series delivered a total of 13,787 vehicles in December, setting a record, and since March last year, it has delivered a total of 70,625 vehicles...

In terms of policy, the mainland's new energy vehicle subsidies have been one of the key factors driving the prosperity of the industry, and the car purchase subsidy policy will change in 2022. On December 31, 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. Industry insiders said that this will further enhance the pressure on new energy vehicle manufacturers.

In addition, the new car-making forces will also face the pressure of soaring prices of lithium battery raw materials. Public data show that the price of lithium carbonate, the core raw material of lithium batteries, has risen from 60,000 yuan / ton at the beginning of the year to more than 200,000 yuan / ton, an increase of about 400%; the price of lithium hexafluorophosphate, an electrolyte raw material, has risen from 110,000 yuan / ton at the beginning of the year to 550,000 yuan / ton, an increase of about 500%. On the other hand, the global shortage of automotive chips will also become a challenge for new energy vehicle manufacturers.

In the long run, although the demand side of new energy vehicles will continue to grow further, the new forces of car manufacturing will also face many challenges, among which competition with traditional car companies, the decline of car purchase subsidies, the increase in raw material costs, chip shortages and other problems may become a "stumbling block" for a small number of companies to fall behind. Therefore, the competition in the new energy vehicle market will increase unabated in 2022, and who can laugh at the end obviously has greater variables.

The author | Wang Xiao