22/02/10
Lead
The momentum of Geely New Energy has finally risen?
Author 丨 Du Yuxin
Responsible editor 丨 Xu Jinkai
Edit 丨 Chic
On February 10, Geely Automobile Group released its january 2022 sales volume. New car sales in the month were 146,300 units, down 6.3% year-on-year, a bit short of the regular January 150,000 units. However, considering the Spring Festival factor and the transfer of sales in January in the same period under the influence of the epidemic, Geely's January sales also achieved a good start.
At least from the sales volume of several head car companies that have been released so far, SAIC Volkswagen 130,000 vehicles, SAIC-GM 110,000 vehicles, SAIC-GM Wuling 110,000 vehicles, Dongfeng Nissan terminal 110,000 vehicles, it can also be seen that Geely's sales are still maintaining a leading position in the market.
China Star Series and Lynk & Co are still the two carriages of Geely Automobile, pulling Geely to move in the high-end direction. In January, the sales volume of China Star reached 25,077 vehicles, and the cumulative sales of China Star by the end of the month had exceeded 300,000 vehicles, which is the most obvious representative of the high-end and upward of the Geely brand.
Among them, the sales volume of Xingyue L reached 11,492 units in January, which continued to maintain the level of monthly sales of 10,000 vehicles; the sales volume of Xingrui in the month was 12,109 vehicles, which continued to maintain a hot sales trend of more than 10,000 units in a single month. The 2022 China Star series will also continue to reach its potential, especially Thor Hi· After the arrival of the X-oil-electric hybrid model, it will contribute to the annual sales of at least 300,000 geely cars.
In January, Lynk & Co's sales were 18,334 units, falling below the monthly sales level of 20,000 vehicles, in addition to objective factors at the supply chain level, including the backlog of orders for 09 models, slow ramp-up of production capacity and other factors, which also prompted Lynk & Co to continue to update its product matrix this year, including 02, 03, 06 and other products of the annual model, in order to continue to maintain a strong product and market competitive advantage.
In addition to the two highlights of the China Star Series and Lynk & Co, Geely's new energy segment ushered in an unprecedented outbreak in the first month of 2022, and Geely, as an independent head car company and car company TOP 3, finally saw new hope in the field of new energy.
In January, Geely's sales in the field of new energy reached 17,928 units, and pure electric models increased by 641% year-on-year, a record high. It should be noted that Geely New Energy's models include geometric cars, Geely brand plug-in and pure electric models, Lynk & Co brand plug-in hybrid models, and the total sales volume of Extreme Krypton Automobile.
Among them, the sales volume of geometry in January reached 102.29 million units, marking the official entry of geometric cars into the monthly sales club, in fact, in December last year, the monthly delivery of geometric cars has exceeded 10,000 units, and earlier geometric monthly orders have stepped into the height of 10,000 vehicles.
In addition to the updated Geometry C and Geometry A Pro, the Geometry A0-class car EX3 Kung Fu Niu should also contribute a lot of sales, although the entry-level products are not core products for enterprises and brands, but they can indeed gain the favor of a considerable number of consumers under the general trend of A00 level.
High-end intelligent pure electric car brand Krypton has been stable at the level of 3,000 vehicles per month for two consecutive months, 3,530 new cars were delivered in January, and since the opening of deliveries in late October last year to the beginning of February, the delivery volume of Extreme Kr 001 in 110 days has exceeded 10,000 units, setting a new record for new car deliveries of new brands.
Gathering the profound industrial foundation and global advantageous resources accumulated by Geely Holding Group in the past 35 years, it comprehensively empowers the accumulation of Kr, so that Kr can shine with new strength under the new corporate positioning and organizational structure, and promote Kr in terms of ecological layout and channel services, in terms of product life cycle management and full-scenario coverage of user services, and even in terms of innovation ability in the young era, which is difficult for other car companies and brands to match.
In 2022, the delivery target of Extreme Kr is 70,000 vehicles, that is, the monthly delivery volume should reach the level of 6,000, which is not so much a test for Extreme Kr, but rather a new pressure on the extreme krypton supply chain, after all, the air suspension, canopy, advanced driving assistance and so on equipped with high-end models also need to work together with suppliers.
In addition, in addition to geely, Lynk & Co, and Extreme Krypton brands, in the new year, Geely Automobile Group has ushered in a new member - Ruilan Automobile, which is a new joint venture company established by Geely and Lifan in Chongqing on January 24 this year, focusing on the power exchange market, mainly for travel and large customer markets in the early stage, and the brand achieved sales of 1683 vehicles in the first month.
It is worth noting that the first smart replacement car Maple Leaf 60S has opened pre-sale, and Maple Leaf Motors, which was established in 2019, has been merged into Ruilan Motors, maple motors and Ruilan motors are subordinate, maple leaves are used as brand names, including the previous Maple Leaf 80V has also become a product of Ruilan Motors.
The domestic market is in full bloom, Geely's overseas market also ushered in a good momentum, Geely's export volume reached 13,890 vehicles in January, an increase of 38.5% year-on-year, of which Binyue, Haoyue, Boyue PRO and other products in Southeast Asian countries, Chile and other markets are among the best, recognized by local consumers, but also highlights the strong influence of Chinese automobiles and Chinese manufacturing in the global automotive market.
At the beginning of this year, Geely Automobile set a sales target of 1.65 million vehicles, which was divided into 12 months, that is, the monthly sales volume of each month should be maintained at the level of 140,000 vehicles, in addition to maintaining the competitive advantage of existing products, the new car effect brought by new products is also indispensable.
As a net incremental sector, Ruilan Automobile is digested by travel companies such as Cao Cao Travel and Happiness Ten Million Under Geely Holdings, and the increment is worth looking forward to. The Emgrand L under the Geely brand, the new generation of Boyue, and some models of Thor Hi · The assists of X oil-electric hybrid models such as the hybrid of Emgrand L, including some models of pure electric endurance at 200km plug-in hybrid models, geely brand is expected to achieve expansion on the basis of holding the advantage.
The Lynk & Co brand will focus on building 09 models this year, and the vacancy of B-class models may also be put on the agenda in the second half of this year. Geometric cars will certainly not meet the current only geometry A and geometry C, under the SEA vast architecture, geometric cars or will launch a B-class car this year, rushing into the popular 200,000 yuan new energy market segment, and this product will become a new milestone in the transformation of geometric cars and usher in vitality. The Extreme Kr brand will launch a pure electric MPV model in 2022, and the spy photos have been exposed, joining the competition of high-end MPVs.
Although Geely has not yet officially disclosed its full product plan for 2022, it can also be seen from sporadic news that 2022 will become a strong year for Geely in the field of new energy, and the growth of new energy will also become an important area for Geely's sales growth in 2022.
Du Yuxin
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