Among the first eight brands to announce February sales, Aeon temporarily led the industry with 8526 units.
Among the new car manufacturing forces, ideal cars have retreated sharply from each house month on month, and sales are relatively strong, selling 8414 vehicles. Nezha surpassed Xiaopeng and Weilai. Zero run is still the old five.
Extreme Krypton sales have not yet exploded.
Electric Vehicle Observer mapping
Overall, the sales volume of various car companies in February fell month-on-month, for many reasons: the Spring Festival, the small number of days in February, and the epidemic are objective factors. At the same time, many car companies chose to temporarily stop production during the Spring Festival and upgrade production equipment, which also had a certain impact on sales.
From february, the impact of a new round of missing cores and battery price increases on sales has not yet been fully demonstrated. Sales in March and April were less optimistic. Full-year sales are likely to be significantly lower than many optimistic expectations.
01
Spring Festival suspension and upgrading busy
The Spring Festival holiday is the main factor affecting production and sales, and many car companies use the Spring Festival holiday to upgrade production equipment.
Both Aeon and Xiaopeng car companies have used the Spring Festival holiday to upgrade their factories to meet future production needs.
According to the official disclosure of the Aean brand, Aeon used the 15 days from January 31 to February 14 to complete the second phase of the production capacity expansion of the Aeon Intelligent Ecological Factory. After the expansion of production capacity, the production capacity of the Aeon plant will be increased to 200,000 units per year.
At the same time, the capacity increase plan of the Aeon brand shows that the second plant of Aeon is expected to be put into operation in December 2022, and the production capacity of the Eian brand will be increased to 400,000 vehicles per year in 2023.
The EIAN brand delivered 8,526 new energy vehicles in February, but did not disclose specific model sales.
According to the information learned by electric vehicle observers from the Aeon brand, after the increase in production capacity, the sales volume of the Eian brand will increase significantly in March, and it is expected that sales will hit a record high.
Xiaopeng Automobile also took advantage of the Spring Festival holiday to temporarily stop production and upgrade production equipment.
According to the official disclosure of Xiaopeng Automobile, during the Spring Festival holiday from the end of January to February, Xiaopeng Automobile carried out a technical transformation of the Zhaoqing base, and only fully resumed production in mid-February, thus affecting sales in February.
Picture from Xiaopeng Automobile Official Micro
In February, Xiaopeng Automobile sold 6225 vehicles, of which 3537 were delivered for the Xiaopeng P7, 2059 for the P5, and 629 for the Xiaopeng G3 series.
Although Eon and Xiaopeng were affected by the suspension of production and upgrading factors, sales in February still increased by more than 150% year-on-year.
02
The echelon of new forces car companies has changed
In February, Nezha sold 7,117 cars, becoming the second-largest brand in terms of sales volume among the new car-making forces.
Picture from Nezha Auto Official Micro
In terms of bicycle sales, Nezha V sold 4073 vehicles, and Nezha U Pro sold 3044 vehicles, which got rid of the situation dominated by mini cars in terms of sales structure.
From November 2021 after the sales exceeded 10,000, Nezha car sales rose all the way, November, December, January for three consecutive months sales exceeded 10,000 vehicles, in February affected by the Spring Festival factors after the sales fell month-on-month, Nezha car sales in March or will have a substantial increase, back to sales of more than 10,000 vehicles.
Nezha Automobile is more optimistic about this year's sales planning, with a sales target of 150,000 vehicles in 2022, marketing channels covering 250 cities, and building 15 super user centers.
Above the product layer, Nezha Automobile will launch a new car Nezha S this year, positioned as a pure electric coupe.
Ideal Auto sold 8,414 units in February, once again becoming the number one of Wei Xiaoli's three car companies. There is news that the next model of ideal cars, X01 (internal code name), will be listed in the second quarter, which will further boost sales.
In the small circle of competition between the three car companies in Weixiaoli, WEILAI ET7 will start delivery on March 28 and plans to release the new car ES7, so it is expected that WEILAI's sales in the future will show a step-by-step increase.
NIO ET7
Xiaopeng Automobile will launch the G9 model during the Beijing Auto Show, and has accumulated a large number of orders for P7 and P5 models waiting for delivery. According to the Beijing News "Shell Finance" news, at present, some consumers who booked P5 models in October 2021 have still not been able to pick up the car.
From the perspective of comprehensive multi-faceted factors, Wei Xiaoli, who has been in the first echelon for a long time, and Nezha, a new car company, will take turns to change the ranking order in the next few months.
It is worth noting that with the change of the first echelon of sales of new power car companies, ripples will also ripple at the capital level.
NIO submitted an application to the Hong Kong Stock Exchange on February 28, expecting to be listed on the Hong Kong Stock Exchange on March 10.
Nezha Automobile's parent company, Hezhong New Energy, completed a financing of 2 billion yuan, and according to China Economic Network, the company intends to IPO on the Hong Kong Stock Exchange this year.
An unusual change is that Lantu Automobile, which is racing against the clock in the release of the sales monthly report, did not announce the sales situation as scheduled on the evening of February 28 or the whole day of March 1, and the reason is not known for the time being.
03
Supply chain will be the focus of effort
Supply chain security will be the main focus of car companies in the future.
The supply of power batteries and chips may determine the sales volume of the next car companies.
At the power battery level, the power battery supply chain of car companies is suffering from the double blow of rising raw material prices and tight production capacity of power battery companies.
According to the Financial Associated Press, the spot price of LME nickel has exceeded 25,000 US dollars / ton, reaching the highest point in nearly a decade. On the basis of the 25% increase in 2021, nickel prices have continued to rise this year, and the cumulative increase has reached 18%.
According to the listed company Skyline Shares (002759. SZ) financial report shows that the price of lithium hexafluorophosphate, the electrolyte material for lithium batteries, has risen from 95,000 yuan / ton in November 2020 to 550,000 yuan / ton.
The serious problem of power battery price increases has attracted the attention of the competent authorities. On February 28, the leaders of the Ministry of Industry and Information Technology said at a press conference that this year will focus on meeting the production needs of power batteries and other production, moderately accelerate the development progress of domestic lithium, nickel and other resources, and crack down on unfair competition such as hoarding and price gouging.
The price increase of automotive chips is also obvious.
According to the Shanghai Securities News, Infineon recently mentioned in the notification letter to the distributor team that due to the supply and demand contradiction between the global core shortage and the rapid development of the downstream market, Infineon is unable to continue to bear the pressure brought about by rising costs.
Infineon is a major supplier of IGBT chips for new energy vehicles, with a market share of more than 30% in the IGBT sector.
In addition to power chips, there is a clear price increase trend in MCU control chips and NAND memory chips.
In the future, the security of the supply of key accessories such as power batteries and chips in the supply chain of new energy vehicles will have a decisive impact on the sales volume of various car companies.
04
The sales crowd may have something to say
The real big guys are not in a hurry to announce sales.
BYD, Tesla, and Wuling are the real big guys, and the sales of the three car companies account for half of the total sales.
According to the prediction of the well-known BYD Automobile Researcher @ Happy Shuchang, BYD's car sales in February were 80,000-90,000 vehicles, which was not affected by the Spring Festival factor.
Tesla arranges production and sales on a quarterly basis, and sales in the second month of the quarter are expected to be the same as the first month. @teslashanghai, an extremely well-informed account on Twitter about Tesla, said Tesla's Sales in China were 28,000 in February, of which the Model 3 was 19,000. In addition, according to the "Sina Technology" quoted by the German media news, Tesla's German Berlin factory will be put into operation in March, and the future Tesla Shanghai factory capacity will reduce exports to Europe, so from the second quarter, Tesla's sales in the Chinese market may steadily increase.
There are hidden worries about Wuling Motors.
Due to various reasons such as power batteries and chip price increases, the Hongguang MINI EV model, which focuses on low price advantages, is facing price increases.
Among the A00-class models, the price increase of Chery Small Ant, Zero Run T03 and other models ranged from 7,000 yuan to 10,000 yuan. Due to rising costs, the Euler brand has suspended the booking of white cat and black cat models. This shows that the cost pressure faced by micro-electric vehicles exceeds the expectations of various car companies.
Macromini EV GAMEBOY
Wuling Automobile recently obtained the GAMEBOY trademark, which will be used for the 300-kilometer-long Hongguang MINI EV in the future, but how to formulate the price of the new car is a big problem for Wuling Automobile, which is directly related to whether the Hongguang MINI EV can continue to sell.
If the low-price positioning is maintained, there is a hidden worry that the cost will rise and swallow up the profits. If the pricing is high, it is difficult to predict whether it can maintain the hot sales of Hongguang MINI EV.
In the case of mediocre sales of Wuling Motors NANO EV, KiWi EV and other models, the sales of Hongguang MINI EV cannot be lost, and how to price the new Hongguang MINI EV will become a test of Wuling Motors.
05
Inner volume is not advisable
Sales volume is the common goal of all car companies.
But I personally think (the editor does not agree with ^V^) that the practice of selling inner volumes at the beginning of the month is not worth advocating.
At the beginning of the month, the sales volume attracted only the dispute of saliva, and could not create a stronger competitiveness in products and services. On the contrary, it is not eager to announce the real sales of the big guys, BYD, Tesla, Wuling, and carefully polish their products and services to become the champions of their respective segments.
The data released by various car companies have different statistical calibers, and it is difficult to become a reference for new energy vehicle practitioners.
The practice of selling sales at the beginning of the month has expanded from the initial single car company to the industry behavior, from simply announcing sales to starting to compete for release time and release speed, which has developed into an inner volume behavior.
Once rolled inside, it begins to change flavor.
Under the inner volume, a variety of custom sales lists under different statistical calibers, different dimensions, and different definitions are popular, with the intention of influencing consumers' purchase decisions.
But on the contrary, consumers are not interested in such marketing routines.
An example is in the mobile phone industry, when various mobile phone manufacturers launch custom lists and push their own mobile phones to the high-end, the iPhone that has never launched a custom list is actually a high-end mobile phone. This shows that only by fully polishing products and services is a long-term solution to improve competitiveness.
In view of the different statistical calibers, "Electric Vehicle Observer" uses the objective number of compulsory traffic insurance to analyze the sales volume of various car companies, and launches the monthly report of "China New Energy Automobile Industry Observation" for new energy vehicle practitioners to pay attention to a more objective understanding of the current situation of the industry.
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