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For the new energy vehicle market, at the beginning of 2022, there have been many unfavorable factors, but consumers' enthusiasm for buying new energy vehicles has not faded, and the data shows that the cumulative sales of new energy vehicles in January were 343,000 units, an increase of 129.2% year-on-year and a decline of 27.9% month-on-month. The first month of 2022 ushered in the opening of new energy vehicles, and most brands still handed over excellent answers in the first month of this year. In particular, it is worth mentioning that the new car-making forces ushered in a good sales increase in January.
In January 2022, Xiaopeng delivered a total of 12,922 units, an increase of 115% year-on-year, and successfully won the first place in the January sales list of the new forces. So far, Xiaopeng Automobile has delivered more than 10,000 units for five consecutive months, and as of the end of January 2022, the cumulative delivery volume of Xiaopeng Automobile has exceeded 150,000 units. In terms of specific models, the Xiaopeng P7 delivered 6,707 units, with a cumulative delivery of more than 80,000 units in history; the Xiaopeng P5 delivered 4,029 units, delivering more than 4,000 units for two consecutive months; and the Xiaopeng G3 series delivered 2,186 units.
Xiaopeng Tiger won the first sales volume of new forces in the first month of the year, although it ushered in a good start, but the pressure it faced was not small. It is reported that Xiaopeng's annual sales target for 2022 is 250,000 vehicles, and it will impact 300,000 vehicles. This means that in order to achieve the target, Xiaopeng has an average monthly sales of at least 20,000 vehicles, and the pressure is really not small. However, Xiaopeng Automobile said that based on the continuous increase in orders in hand and the annual growth expectations, Xiaopeng Automobile carried out technical transformation of Xiaopeng Zhaoqing Base during the Spring Festival shutdown from the end of January to the beginning of February 2022. Once the renovation is complete, a large number of on-hand orders brought into 2022 are expected to accelerate deliveries. At the same time, the Xiaopeng G9 will be delivered on a large scale in September this year, when the competitiveness will be further enhanced.
Ideal ranked second in January in sales of new forces with 12,268 vehicles, up 128.1% year-on-year and down 12.9% month-on-month. Since delivery, ideal ONE has delivered more than 130,000 units to 136,356 units.
I have to admit that the ideal one car alone can achieve sales of more than 10,000 for several consecutive months is indeed commendable. However, while the sales volume is applauded, the ideal ONE has been deeply involved in the quality storm recently, especially the recent dismantling test of a media has made the ideal ONE completely popular throughout the network, after careful observation and disassembly, it was found that the design was flawed, and the durability was not good enough. If it cannot be solved well in the later stage, the consequences may be very serious for the ideal car.
Immediately after that, the delivery volume of Nezha Automobile in January also exceeded 10,000 units again, reaching 11,009 units, with a year-on-year growth rate of 402%. So far, Nezha has delivered more than 10,000 vehicles for 3 consecutive months, and from the perspective of sales, it has surpassed Weilai and ranked among the first echelon of new car-making forces.
Nezha Automobile is a "dark horse" in the new energy vehicle market in 2021, you know, in 2021, Nezha Automobile has sold 69,674 new cars, compared with the 15,091 new car sales they achieved in 2020, which is more than 4 times higher. However, compared with the products of the new car-making forces of the same level, the model pricing of Nezha Automobile is low. Although it is a good thing that products are selling well, too much dependence on low-end products also makes Nezha's brand value low, which is not conducive to long-term development. Fortunately, Nezha U stood out, and the delivery volume in January reached 4847 units, an increase of 62% month-on-month. It is foreseeable that with the arrival of Nezha U and Nezha S, the Nezha brand will also go higher and farther.
As for big brother Nio Motors, it sold 9,652 units in January, an increase of 33.6% year-on-year. By the end of January 2022, NIO has delivered more than 170,000 new electric vehicles. This year, NIO will also deliver three brand new models, namely the NIO ET7, NIO ET5 and a new SUV model. NIO ET7 will be officially delivered on March 28 this year, NIO ET5 has opened pre-sale, is expected to be delivered in September, when NIO's delivery results or will be more impressive.
Although the year-on-year growth rate is better, as one of the earliest new power brands in the world, the achievement of accumulating 3 models is not very good in the strict sense. The oldest, there are many models, but the sales are not the best, the fundamental reason is that there is a problem with Weilai's strategy. Although WEILAI now has a market value of nearly $40 billion, it has not opened a direct gap compared with other new forces in the future.
Finally, Zero Run ranked fifth in January with 8,085 deliveries, up 402% year-on-year and up 8.7% month-on-month. This achievement once again set a record for its highest monthly delivery, while achieving more than 200% growth for 10 consecutive months. Among them, the best-selling model is the zero-run T03, and in the delivery volume of zero-running cars in the past 2021, nearly 90% of the contribution comes from the T03 model, which can be said to promote the entire brand with its own strength.
In terms of new cars, the zero-run C11 performance version may be delivered in April, and the zero-run C01 will be launched in the first half of the year, and it is believed that its overall sales will be improved by then. Therefore, zero running may be a new force after Nezha, another family squeezed into the first camp.
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