At the beginning of the new year, a number of new car-making forces have "announced the good news". The figures show that in December 2021, most of the new car-making forces delivered a record high. The first camp of the new car-making forces is still Weilai, Xiaopeng and The Ideal, and the delivery of seats in December has become "Xiao Liwei". In addition, the delivery of other key new energy brands such as GAC E-An, Extreme Krypton and Volkswagen I.D family series has risen rapidly, while BYD continues to ride the dust. Judging from the latest sales of electric vehicles in December 2021, many car companies have set a new monthly high.
New car-making forces: Wei Xiaoli is still the first camp
Among the new forces of first-line car manufacturing, Xiaopeng jumped to the top of the list in December 2021, with sales of 16,000 vehicles in the month, and deliveries increased by 2.48% month-on-month and 181% year-on-year. As of the end of November 2021, Xiaopeng Automobile has rolled out 661 brand supercharging stations nationwide, covering 228 cities, and operates 311 Xiaopeng sales stores nationwide, covering 121 cities. Ideal Cars ranked second, delivering 14,087 Ideal ONE units in December 2021, up 130% year-on-year and 4.5% month-on-month. At present, Ideal Auto continues to expand its sales network and completes the expansion target of 200 stores in 2021.
Under the gradual fading of the impact of chip shortage, WEILAI Automobile returned to the first camp, and the delivery in December 2021 continued to exceed 10,000 deliveries of a total of 10,489 new cars, an increase of 49.7% year-on-year, with a total of 25,034 deliveries in the fourth quarter. At the same time, it ranked second among the new car-making forces with sales of 91,429 units in the whole year. In addition, in December 2021, NIO added 99 new substations, 89 supercharge stations, and 28 destination substations, adding more than 20,000 third-party charging piles.
Other new car-making forces, notable is the third to sixth ranked "second camp" - Nezha, Zero Run and Weima. The figures show that Nezha Automobile delivered 10,127 vehicles in December 2021, which is the fourth new force with monthly deliveries of more than 10,000 vehicles, with a year-on-year increase of 235.89% and a month-on-month increase of 1.14%. The cumulative total delivery volume for the whole year of 2021 was 69,674 units, an increase of 362% year-on-year. As of the end of December, Nezha had a total of 326 service outlets nationwide; in terms of energy replenishment system, Nezha power supply covered a total of 150 cities, with 1637 smart charging stations and 19663 fast charging piles.
Zero-run vehicles actually delivered 7,807 units in December 2021, up 368% year-on-year and 39% month-on-month. The total delivery of 43,121 vehicles in the whole year increased by 326.05% year-on-year. WM Motors is also recovering growth, delivering 5,062 units in December last year, an increase of 0.7% month-on-month and 95.6% year-on-year; the cumulative delivery of 44,157 units in the whole year, an increase of 96.3% year-on-year.
New energy sub-brands of traditional car companies: rapid "on the volume"
In terms of other key new energy brands, BYD electric vehicles soared 236.4% to 92,823 units in december 2021, and the annual sales reached a staggering 593,745 units (twice Tesla's sales in the Chinese market), reaching about 20% in the overall new energy passenger car market. In addition, BYD's market share of about 50% of the PHEV market is also a bit "crushing" the position of its peers. It is reported that in 2022, BYD has given a new energy sales guide of up to 1.5 million vehicles.
GAC Aeon continued to perform well, with terminal sales of 16,675 units in December 2021, an increase of 119% year-on-year and a month-on-month increase of 14.48%. In 2021, the cumulative terminal sales volume was 123,660 vehicles, an increase of 119% year-on-year. In terms of production capacity, the capacity construction project of GAC Aeon's second plant has been approved, with a planned production capacity of 200,000 units per year, which will be completed and put into operation in December 2022.
It was followed by the cumulative delivery of 13,787 ID series models of Volkswagen in December last year; 3,796 vehicles under Geely's Extreme Krypton brand in December 2021, which is reported to have been ranked until May this year; and Landu's delivery volume in December 2021 reached 3,330 units, with a cumulative delivery volume of 6,791 units since August delivery.
The data shows that by BYD, which does not calculate the big score, only 10 key passenger car companies (6 new forces + Eian + Extreme Kr + Volkswagen ID + Lantu) delivered a total of 101,160 new energy vehicles in December last year, an increase of more than 170% year-on-year, the impact of chip shortage gradually faded, and terminal demand was strong; the cumulative delivery volume in 2021 totaled 644096 vehicles, an increase of more than 200% year-on-year.
Text/Guangzhou Daily, New Flower City Reporter: Deng Li
Photo/ Guangzhou Daily, New Flower City Reporter: Deng Li
Guangzhou Daily New Flower City Editor: Li Guangman