Source of this article: Times Finance Author: Liao Wei
On February 1, the new car-making forces successively released the delivery results in January this year.
According to times finance and economics, Xiaopeng ranked first in the new forces with monthly delivery of 12922 vehicles, an increase of 115% year-on-year, and the ideal ranked second, with a monthly delivery of 12268 vehicles, an increase of 128% year-on-year, while Nezha surpassed Weilai and ranked among the top three, with a monthly delivery of 11,009 vehicles.
Source | Official diagram of the car company
Specifically, in the delivery of single models, Xiaopeng P7 delivered 6707 units, Xiaopeng P5 delivered 4029 units, and Xiaopeng G3 series delivered 2186 units. As of the end of January 2022, the cumulative delivery volume of Xiaopeng Automobile in history has exceeded 150,000 units. Ideal Automobile, on the other hand, relied on a model of more than 300,000 yuan to "fight one against three", and the delivery volume in January was only 654 units of Xiaopeng Automobile.
It is reported that as a medium and large SUV, the current ideal ONE delivery volume is basically stable at more than 10,000 units, and it is far more than the Volkswagen Tuang, Cadillac XT6, buick Encore banner in the traditional oil car market. In addition, the second model of the ideal is also coming soon. According to official information, the ideal X01 will be officially listed this year and is expected to be priced at about 400,000 yuan.
According to previous reports, the ideal X01 positions a large 6-seat SUV, the body data is 5150/1980/1800mm, the wheelbase is 3100mm, and the size is larger than the ideal ONE. In terms of power, the ideal X01 will use the second-generation extended range platform, equipped with a 1.5T four-cylinder turbocharged engine provided by Xinchen Power and a generator of Honeycomb Energy, with a combined power of 330kw and a peak torque of 650N·m. Under WLTC conditions, the pure electric endurance is 155 kilometers, and the comprehensive endurance is up to 800km under full fuel and full electricity.
In the new forces delivery ranking battle, Weilai fell out of the top three again in January. After the delivery data came out, Ma Lin, senior director of corporate communications at WEILAI, said, "(We) deliver every month against the production volume. In the industry's view, this also shows that Weilai does not lack orders, and production capacity is its biggest challenge at present.
It is worth noting that 2022 is an important year for Weilai. Ma Lin said, "Three new NT2.0 models were delivered, the existing model intelligent cockpit upgrade, the NAD autonomous driving application, the 150-degree solid-state battery was delivered; the second production base in Hefei Xinqiao was put into operation; after Norway, the four European countries began to provide full-system services... There are big challenges here, but we believe that the growth of the company's institutional capabilities can achieve our goals. ”
Times Financial Tabulation
Xiaopeng Automobile also said that "from the end of January to the beginning of February 2022, during the Spring Festival shutdown period, the technical transformation of the Zhaoqing base will be carried out." After the renovation is completed, the large number of on-hand orders brought into 2022 is expected to accelerate deliveries."
The outbreak of new energy vehicles in 2021 has allowed the new domestic car-making forces to enter a period of high-speed growth, and the order volume and delivery volume are rising steadily, and this good trend is expected to continue this year.
"At present, the new energy vehicle market in first- and second-tier cities has shifted from policy-driven to market-driven, and the single-month penetration rate at the end of 2021 has exceeded 20%, and from the perspective of the development characteristics of this industry, the penetration rate to reach 50% does not take much time." Some new energy insiders told Times Finance and Economics that.
Soochow Securities Research Report also pointed out that the core of the 6-8 year replacement cycle of population size + 25-30 years old to start a family determines that 2022-2025 will be a concentrated period of new energy vehicle consumption. New energy vehicles with Tesla as the leading brand, new forces - traditional car companies - mobile phones and other tripartite car manufacturing have entered the market, 2022-2025 will usher in the most concentrated period of new product listing. In 2025, the penetration rate of new energy vehicles will most likely exceed 50%.
In fact, most new energy vehicle companies have product launch or listing delivery plans in 2022, including Xiaopeng G9, WEIO ET5 and ET7, Zero Run C01, Nezha S and so on.
However, Soochow Securities reminded that 2022 is a critical moment to carry forward the upper and lower levels, and the first half of the year cannot ignore the impact of price increases on demand wait-and-see, and the second half of the year attaches importance to the explosive force of supply and demand. Due to the decline of new energy subsidies, the price increase of upstream materials and other multiple factors, at present, including Tesla, BYD, Xiaopeng and other car companies, have announced the price increase of their products.
Cui Dongshu, secretary general of the Association of Passenger Vehicles, said that the original sales of new energy passenger cars in 2022 were expected to be 4.8 million units, and should now be adjusted to more than 5.5 million units, and the penetration rate of new energy passenger cars has reached about 25%. New energy vehicles are expected to exceed 6 million units, and the penetration rate of new energy vehicles is about 22%. With the significant increase in domestic consumers' recognition of the new energy market and the stability of policy subsidies, it is bound to promote the surge in China's total sales of new energy vehicles in 2022 and continue to maintain the leading position of more than 50% of the world's super share.