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Why did the new car-making forces drop sharply in February?

Original: Lin Yan

Today, xiaopeng automobile, zero-run car, Nezha automobile, ideal automobile, and Weilai automobile, the head car companies of the new car-making force, have announced the delivery volume in February 2022.

Compared with January, which has a full working day, February due to the Spring Festival holiday, and February itself is the shortest time of the year, so the delivery volume of each family has also dropped sharply.

Among them, Nezha Automobile broke out of surprises and made steady efforts, achieving the delivery of 7117 units in February 2022, an increase of 255% year-on-year, ranking first in the first camp of new car-making forces and the runner-up in February. From January to February 2022, the cumulative delivery volume of Nezha Automobile increased by 332% year-on-year. In terms of specific models, 3,044 units of Nezha U Pro were delivered in February, and 4,073 units of Nezha V car series were delivered in February, an increase of 103% year-on-year, continuing to lead the pure electric SUV market, a new force in car manufacturing.

Why did the new car-making forces drop sharply in February?

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Xiaopeng Automobile delivered a total of 6,225 units in February, an increase of 180% year-on-year. Among them, Xiaopeng P7 delivered 3537 units, an increase of 151% year-on-year; Xiaopeng P5 delivered 2059 units; Xiaopeng G3 series delivered 629 units. In the previous five months, Xiaopeng Automobile has delivered more than 10,000 vehicles continuously.

Why did the new car-making forces drop sharply in February?

Zero-run vehicle deliveries in February were 3,435 units, up 447% year-on-year. As of the end of February, zero-run cars have delivered a total of 11,520 units in 2022, achieving a year-on-year growth rate of more than 200% for 11 consecutive months.

NIO delivered a total of 6,131 smart electric vehicles in February, an increase of 9.9% year-on-year. In January this year, NIO delivered 9,652 new cars, compared with 63.52% of January's deliveries in February. By the end of February 2022, NIO had delivered 182853 smart electric vehicles.

Ideal Cars delivered a total of 8,414 Ideal ONE units in February, an increase of 265.8% year-on-year. Ideal cars delivered 12,268 units in January, and the number of deliveries in February was only 68.58% of that of January.

Extreme Krypton Automobile delivered 2,916 units in February, with a total of 12,453 units delivered.

For the sharp decline in deliveries in February, industry insiders said that it was mainly because the Factory was shut down during the Spring Festival holiday, and the number of days in February was also short, in addition, there were factors such as chip and battery supply chain tensions.

From the perspective of delivery results, Ideal Automobile ranked first in sales with 8414 units; Nezha Automobile ranked second with the delivery of 7117 units, Xiaopeng Automobile surpassed Weilai with a slight advantage and ranked third in sales of new forces, Weilai once again lagged behind to fourth, a slight increase of 9.9% year-on-year, and zero-run cars ranked fifth with 3435 units.

However, some people have also disputed this ranking, believing that the ideal car is a plug-in hybrid, not pure electricity, and the delivery of other brands of the new car-making forces is pure electric vehicles, which cannot be ranked together. The editor believes that this in itself is not an official ranking, but only a ranking of the same new car-making forces, for reference only.

In fact, the drawbacks of a single ideal car model are surfacing. In February, Ideal ONE had two consecutive fire spontaneous combustion accidents, which made people full of doubts about the safety of its vehicles. From February 1, the warranty of the ideal car has shrunk. In the future, the plan of ideal car will launch pure electric is underway, presumably the cost of research and development will definitely increase significantly, and profits will be greatly reduced.

Ranking of total deliveries for the first two months of 2022:

1. Ideal car, 20682 units

2. Xiaopeng Automobile, 19147 vehicles

3. Nezha cars, 18126 cars

4. NIO, 15,783 vehicles

5. Zero-run cars, 11520

6. Extreme Krypton cars, 6446 vehicles

Why did the new car-making forces drop sharply in February?

Write at the end

This year, new energy models will still explode, and this year is also the last year of the implementation of new energy promotion subsidies. Therefore, this year is destined to be a year in which the competition between the new car-making forces is becoming more intense. Because this year's new energy subsidies will decline, the chip shortage is still continuing, and at the same time, the new car-making forces will also face more traditional car companies to block new energy vehicles.

Therefore, the pressure of the new car-making forces this year is not small, and the ranking of delivery volume is bound to change a lot, so let us look forward to more surprises and excitement brought by the new car-making forces.

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