Author: Liu Ming
Edit: David
In early February, a number of new car manufacturers announced sales figures for January. From the year-on-year data, these figures are very bright: in January, Xiaopeng Automobile delivered a total of 12,922 new cars, an increase of 115% year-on-year, and delivered more than 10,000 vehicles in five consecutive months; while ideal sales in January were 12,268 units, an increase of 128.1% year-on-year; Weilai delivered a total of 9,652 new cars, an increase of 33.6% year-on-year.
In addition, Nezha Automobile and Zero Run Car also performed well in January. Nezha Automobile delivered 11,009 vehicles in January, an increase of 402% year-on-year, and has exceeded 10,000 deliveries in a single month for three consecutive months. The zero-running car, which had previously competed fiercely with Nezha for the fourth place, delivered 8,085 vehicles in January, an increase of 434% year-on-year, and hit a new monthly delivery high. From the current point of view, among the new car manufacturers, the sales volume in the TOP5 ranking is Xiaopeng, Ideal, Nezha, Weilai, zero run.
However, it is worth noting that if you compare the data with December 2021, there will actually be a large-scale decline in sales in the first month of 2022. In terms of sales, Xiaopeng Automobile fell by 19.2% month-on-month in January, the largest month-on-month decline in January, while Ideal Automobile also fell by 12.9% month-on-month in January. Nio's decline in January was smaller than that of the above two companies, but it also fell by 7.9%.
Nezha Automobile and Zero-Run Automobile achieved positive month-on-month growth in January. Among them, Nezha Automobile increased by 8.7% month-on-month in January, while zero-run cars increased by 3.5% month-on-month in January. However, from the perspective of growth rate, compared with the previous high-speed growth, the growth rate of these two companies has also declined. WM Motors has not yet announced its sales in January, and among the remaining emerging car manufacturers, there is no new sales news for the time being.
New car manufacturers delivered in January As mirror pro mapping
On the side of the new brands of traditional cars, The Krypton Auto 001 delivered a total of 3,530 new cars, down slightly from 3,796 in December 2021. Dongfeng's Lantu Automobile also did not announce its sales in the first month of 2022, but Lantu completed 6,791 deliveries in 2021, and the company rolled off the production line for the 10,000th car on January 21, which can be estimated that its sales in January should exceed 3,200, which may be higher than December sales. Pole Fox Also Didn't Report Its January Sales.
Relatively speaking, the sales volume of traditional car manufacturers is mainly slightly increased. In January 2022, BYD's auto sales totaled 95,400 units, up 125.05% year-on-year. Among them, the sales volume of new energy vehicles was 93,200 units, an increase of 361.73% year-on-year. In December, BYD's sales were 92,823 units. BYD also grew slightly month-on-month. Gac Aeon sold 16,031 new cars in January, up 118% year-on-year. In December 2021, GAC's total sales volume was 16,675 units, a slight increase from the previous month.
Extreme Kr 001 delivery chart; Image source: Extreme Krypton
The fluctuation of sales in January is considered to have several factors: First, the subsidy for new energy vehicles has declined again, and many consumers have made sprint consumption in the last two months of last year, which has caused some demand in 2022 to be released in advance; secondly, in order to achieve a "grand slam" of sales in 2021, many companies have concentrated on production and used all the limited chips in their hands, which has caused the chip supply in January 2022 to be unable to keep up; third, some electric vehicles have increased prices after the subsidy decline. This affects consumer purchases; fourth, battery prices have risen, and battery supplies are insufficient.
For example, BYD has recently announced a price increase for its new energy product series Dynasty and Ocean, with an increase of 1,000-7,000 yuan. It is understood that BYD Automobile involves a total of 11 models within the scope of this price adjustment. Feifan Automobile, a subsidiary of SAIC Motor, officially announced that the price of some models of its MARVEL R and ER6 series will be adjusted, and the increase is also 1000-2000 yuan.
In fact, as early as mid-January, analysts released news in advance, saying that in the first two weeks of January, electric vehicle sales fell sharply. "This is normal, mainly chip and battery problems, both of which are now undersupplied." A business person pointed to Der Spiegel Pro. However, many industry insiders believe that this will not have a substantial impact on the long-term development of new energy vehicles. In 2022, lithium battery speculation may enter the end, lithium battery prices and lithium battery companies will return to normal.
An analyst pointed out that the cycle of lithium batteries in new energy vehicles is obvious. Generally speaking, the 4 signs of the cycle peaking are the expansion of the lead, the non-entry of the track, the seller giving a gap to the target price, and the inventory of more than 6 months. Except for the fourth one, the other 3 were satisfied. The lithium battery cycle has come to an end, which may affect the market value change of electric vehicles.
In fact, starting from 2021, the stock prices of new energy vehicles represented by Weilai, Xiaopeng, Ideal, BYD, Ningde Era, etc. have begun to fall, which indicates that new car manufacturers trying to go public in 2022 will face greater pressure.