On February 1, on the first day of the Chinese New Year in the Year of the Tiger, four new car manufacturers, Weilai, Xiaopeng, Ideal and Nezha, handed over the january 2022 delivery report card.
Among them, Xiaopeng Automobile delivered 12,900 units, ranking first in the list of new car manufacturers. Ideal Auto and Nezha Auto also achieved monthly sales of over 10,000.
The delivery volume of new car-making forces has risen collectively
On February 1, Xiaopeng Automobile announced its latest delivery data. According to the data, in January this year, Xiaopeng Automobile delivered a total of 12,900 new cars, an increase of 115% year-on-year, ranking first in the list of new car manufacturers.
It is reported that as of now, Xiaopeng Automobile has delivered more than 10,000 yuan for five consecutive months. Among them, in December 2021, Xiaopeng Automobile's monthly delivery volume exceeded 16,000 units, an increase of 181% year-on-year, creating a record high. As of the end of January 2022, the cumulative delivery volume of Xiaopeng Automobile in history has exceeded 150,000 units.
On the same day, Ideal Auto also released its latest delivery data. According to the data, in January 2022, Ideal Cars delivered a total of 12,300 Ideal ONE units, an increase of 128.1% year-on-year. It is reported that since delivery, the cumulative delivery volume of ideal ONE has reached 136,400 vehicles.
Shen Yanan, co-founder and president of Ideal Auto, said that as of now, Ideal ONE has delivered more than 10,000 vehicles for 3 consecutive months. Such achievements can be achieved mainly due to the recognition of users.
According to Shen Yanan, in the recent third-party AEB test, Ideal ONE won the annual championship, and achieving such results is the embodiment of Ideal Car's research and development capabilities in intelligent driving. Up to now, more than 70,000 users can enjoy the NOA navigation assisted driving function developed by the ideal car full-stack.
In addition to Xiaopeng Automobile and Ideal Automobile, Nezha Automobile also achieved deliveries of more than 10,000 units in January, reaching 11,000 units, an increase of 402% year-on-year. It is reported that as of now, Nezha Automobile has delivered more than 10,000 yuan in a single month for 3 consecutive months.
In addition, Weilai, which has always been in the first camp of the new car-making forces, also released delivery data today. According to the data, in January 2021, NIO delivered 9652 new cars, an increase of 33.6% year-on-year. As of the end of January 2022, NIO vehicles have delivered a total of 176,700 units.
Continuing to scale up delivery is at the core
On February 1, the stock price of Ideal Automobile (LI) rose 1.15%, and the stock price of Xiaopeng Automobile (XPEV) was unchanged from the previous trading day; and the share price of Nio (NIO) fell 1.26%.
The Securities Times reporter learned that based on the continuously rising order volume and the market expectation of annual growth, the head of the new car manufacturer is accelerating the layout of production capacity to improve the scale of delivery. According to Xiaopeng Motors, during the spring festival shutdown from the end of January to the beginning of February 2022, the company is carrying out technical transformation of the Zhaoqing base. After the completion of the transformation, the company's delivery speed is expected to be further improved.
It is understood that the previous Xiaopeng Automobile Zhaoqing plant was implemented in double shifts for 20 hours a day, plus the Guangzhou and Wuhan factories under construction, with a total design capacity of 400,000 vehicles, through the double shift can support the annual output of 600,000 vehicles.
In addition to expanding production capacity, the construction of charging networks and service networks is also a prerequisite for supporting the scale expansion of new car manufacturers. It is reported that as of January 17, Xiaopeng Automobile has accumulated 813 brand supercharging stations and 166 destination charging stations, connecting all 333 prefecture-level administrative divisions and 4 municipalities directly under the central government.
As of January 21 this year, WEILAI has built a total of 800 substations, 637 supercharging stations, 645 destination charging stations, and access to more than 460,000 third-party charging piles nationwide.
According to Weilai, as of the end of last year, a total of 45.17% of Weilai users lived in the "electric district house", that is, a residence within 3 kilometers of the Weilai replacement power station; the "station ratio" dropped to 246, that is, the average service of 246 vehicles for a single-seat substation.
CITIC Securities analysis said that in 2021, the high growth of the three new forces of Weilai, Xiaopeng and Ideal in the past year has fully digested the valuation. Looking forward to 2022, the three new forces have heavy product launch plans, and sales are expected to continue to exceed expectations.
For the sales trend of the new car-making forces in 2022, Minsheng Securities gave a more specific prediction. According to the forecast of Minsheng Securities, it is expected that the sales volume of Weilai and Xiaopeng Automobile will reach more than 200,000 vehicles in 2022, of which the new models OFO ET5, ET7, ES7 and Xiaopeng G9 will become an important factor supporting the sales of the above two companies.
Editor: Wan Jianyi
Copyright Notice
All original content of securities times platforms shall not be reproduced by any unit or individual without written authorization. Our company reserves the right to pursue the legal responsibility of relevant actors.
END