Before the end of the Spring Festival holiday, the new car-making forces have successively released their january report cards, and this "spring" scene makes us realize that the curtain of competition in the car market is opening.
Of course, those traditional car brands that announce sales results are often "slow", and may not be far from everyone's vision. However, most of the new cars that use the direct operation model do not have a three-party backlog of inventory, so they can be fast and accurate in sales statistics. Therefore, even before the Spring Festival holiday is over, new cars are still announcing January sales without hindrance.
As for the Year of the Tiger, which one has made a start? See below.
Xiaopeng Automobile: 12922 units
As the sales champion of the new forces last year, Xiaopeng won a total of 98,155 sales in 2021, just one step away from 100,000 vehicles. At the beginning of 2022, Xiaopeng continued its previous momentum, officially announcing that it delivered 12,922 vehicles in January, winning the first place in the new car-making forces and achieving a year-on-year increase of 115%. It is worth mentioning that this is the fifth consecutive month that Xiaopeng Automobile has delivered more than 10,000 results.
Careful analysis shows that in the performance of Xiaopeng's single model, the "top beam pillar" is still P7, and 6707 vehicles were sold in January, contributing more than half of the sales share of the entire brand. The Xiaopeng P5, which had previously been given high hopes, had a gradual trend of exerting strength, reaching a sales performance of 4029 vehicles in January, followed by the Xiaopeng G3 and delivering 2186 vehicles.
Interestingly, Xiaopeng Motors is the only player in the current new forces to focus on the sales of sedan models, in other words, the more popular SUV market Xiaopeng has not yet fully opened. On the one hand, the fire in the first two years of Xiaopeng originated from the car model P7, on the other hand, Xiaopeng's current SUV product matrix is not in place. Therefore, the Xiaopeng G9, which was unveiled at the Guangzhou Auto Show last November, will obviously carry more expectations.
As Xiaopeng's long-planned flagship SUV model, the G9 is expected to start at about 300,000 yuan. It is expected to match the new XPower 3.0 power, the XPILOT 4.0 intelligent driver assistance system, and the 800V high-voltage electric drive that Xiaopeng is equipped with for the first time. With this as an anchor, after the G9 is officially listed, it will drive Xiaopeng Automobile to the high-end, and at the same time have a closer competitive relationship with Weilai and Ideal.
Ideal car: 12268 units
Ideal Auto was second only to Xiaopeng Motors in January, delivering a sales record of 12,268 units. Looking back, Ideal Auto delivered 90,491 new cars in 2021, ranking third among the new forces overall, but considering that Ideal only relied on the Ideal ONE model, it achieved this result, and there was only a gap of 1,000 units with Weilai Automobile, which ranked second in sales of new forces in 2021, the ideal sales performance is actually more gold-rich.
In fact, since the mid-term redesign of the ideal ONE in the second quarter of last year, this model has ushered in a wave of sales boom, even if the fourth quarter is affected by the shortage of "parts" in the supply chain, the ideal impact of 100,000 units of the target is only one step away. For the ideal, the hope of increasing sales in 2022 is also a new large range extender SUV that is about to be launched.
However, considering that starting in 2023, the range extended hybrid vehicle or will no longer be subject to new energy policies, such as green cards, subsidies, etc., whether the ideal choice of this technical path will still impress the consumer side, at present, it needs to be marked with a big question mark.
In addition, earlier, the first model of the new brand AITO jointly created by Huawei and Xilix has been unveiled. The same choice of range extender power route, the same lack of the current pure tram can not bypass the endurance anxiety problem, and relying on Huawei's Hongmeng ecology, the competitiveness of the M5 in the intelligent cockpit is not lost to the old new forces players, or will make the ideal ONE usher in the largest opponent in the range extension market.
Nezha cars: 11009 cars
Nezha Automobile's cumulative sales reached 69,674 units last year, and it has surpassed Weilai's sales performance several times in a single month, which is enough to make it the hottest "new star" of the year. In January 2022, Nezha Automobile once again squeezed into the top three with a dark horse of 11,009 units sold per month, ranking in front of Weilai.
In fact, Nezha Automobile also experienced a long period of struggle before the entry-level SUV of Nezha V became popular. The predecessor of Nezha V is called N01, and as early as the beginning of its listing in 2018, it did not hit a hit. However, Nezha's internal reflection seems to be very timely, quickly abandoning the product route of "rural encirclement of the city", and entering the sinking intelligent electric vehicle market at a price of less than 60,000 yuan through the makeover Nezha V. Then the strategic investment of 360 and the Ningde era made Nezha automobile run from time to time, and gradually stabilized its foothold in the market.
However, in addition to the continuous launch of new models, if Nezha Automobile wants to go to a higher level in 2022, it must see whether it is possible to achieve a breakthrough in core technology with the help of 360 and Ningde era.
NIO: 9652 units
Under the catch-up of other competitors, Weilai Automobile's head position has been "precarious". At the end of last year, Weilai struggled to survive the difficulty of lack of cores, achieved sales performance of breaking 10,000 in two consecutive months, and fell back to the data of less than 10,000 vehicles in January 2022.
However, looking forward to 2022, according to Weilai's product planning, it seems that it will usher in a "product year". One is the highly anticipated flagship sedan ET7, which will be delivered next month, and the other is the ET5 released at NIO DAY at the end of last year, with a pre-price of 328,000-38.6 million yuan, and what is more surprising is that the ET5 using the battery rental scheme, the pre-price before subsidy is only 258,000 yuan, becoming the lowest-priced model of the Current Weilai Automobile brand, or will undertake the task of walking. However, how to completely get rid of the impact of parts shortage in the new year, especially the full amount of intelligent driving chip equipment required by the ET7 as a flagship model, is still the key to how Weilai will turn products into production capacity in a big year.
Zero-run cars: 8,085
The zero-running cars, which are firmly in the second echelon of the new forces, have achieved a delivery of 8,085 units in January 2022, which is getting closer and closer to the "10,000-car club". A simple analysis of the current state of zero-run cars, there are currently three models of zero-run S01, zero-run T03, and zero-run C11, and the earliest electric trot S01 is almost feathered, but similar to Nezha, the SUV model zero-run T03 launched after the conversion of strategic ideas has reversed the situation and become the sales pillar of zero-run. The third model zero-run C11 is actually quite cost-effective, there is a gradual trend, but the production capacity is also a major problem, otherwise it will help the brand as a whole to achieve higher sales performance.
In addition, it is worth noting that zero-run cars may complete the long-cherished IPO for many years this year. If all goes well, it is equivalent to more support in terms of funds, and the new power car company can continue to expand. However, from the perspective of product matrix and competitiveness, zero running still needs to continue to be honed and carefully supplemented. New car builders can always believe that doing things well will eventually be rewarding.
After several years of tempering, the new car-making forces have stood on a new level. Why is everyone so concerned about the sales of these new cars? Because as an emerging car company, the most important thing is the accumulation of word of mouth, and the higher the sales volume, the more it can show the potential energy of the product and brand, and the more popular the product will radiate the crowd wider and more solid.
However, in 2022, the competition in the domestic electric vehicle market will be more intense, more and more serious homogenization and the increasing number of new brands, including a large number of electric vehicle models from traditional car companies, Huawei and Baidu and the upcoming Xiaomi electric vehicles have made the entire track more and more crowded. Under such circumstances, it remains to be seen whether the new forces after achieving the "opening of the door" can go all the way to the rainbow.
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