It is time for the sales of new car-making forces to compete in January, and as of March 2, major car-making new forces brands have announced their sales results in February, and the pattern has changed again.
In summary:
In February, the sales ranking of the new forces has undergone great changes, and ideal cars have jumped to the first place; Nezha Automobile has once again squeezed into the first camp to rank second; Xiaopeng Automobile, which has been at the top of the delivery list of new forces for four consecutive months, has fallen to third; Weilai Automobile is still in fourth place. And from the sales data, no car company delivered more than 10,000 vehicles, and there was a sharp decline from the previous month.
On the one hand, the poor sales volume in February was affected by the Spring Festival holiday, which was the sales off-season of the automotive industry; on the other hand, the current global auto parts supply chain continued to be tight, coupled with the repeated fluctuations of the epidemic and other unfavorable factors, resulting in the performance of the new car-making forces.
Ideal ONE
Specifically, with the ideal ONE car to "hit the world", the ideal car that "hits the world" has surpassed Xiaopeng again after five months and reached the top of the single-month delivery list. The total number of ideal monthly deliveries in February was 8414 units, an increase of 265.83% year-on-year and a decrease of 31.4% month-on-month.
At the previous 2021 earnings conference of Ideal Motors, Ideal Motors said that vehicle deliveries in the first quarter of 2022 were 30,000-32,000 units, an increase of 138.5%-154.4% over the first quarter of 2021. Based on the current achievements, it is not too difficult for the ideal to achieve this goal. Although it only has an ideal ONE model, but with the advantages of space and comfort, coupled with the powertrain of the extended range, there is no problem such as endurance anxiety, which is deeply loved by domestic consumers, and the ideal ONE is currently the domestic comprehensive performance and the best sales of high-end new energy vehicles, and such a good result also confirms the strength of this product. Coupled with the fact that Ideal Auto has begun to work on the layout of new products, it plans to launch a full-size SUV this year, which also uses range extender power, and it is estimated that the listing of the new SUV will become an ideal new sales growth point.
Nezha car
Immediately after the ideal car, Nezha Automobile's sales performance in February showed the trend of "dark horse" and ranked second in the list. In February, Nezha delivered a total of 7,117 new cars, an increase of 255% year-on-year and a month-on-month decline of 35.35%. Among them, Nezha U Pro delivered 3044 vehicles; Nezha V series delivered 4073 vehicles. Overall, after the U Pro delivery gradually climbed, the market performance of the two models did not appear one-sided, but in a relatively balanced state.
Compared with "Wei Xiaoli", although Nezha Automobile has not had much sense of existence before, and at the beginning it was mainly attacking the low-end new energy market, but now it seems that Nezha has obtained preliminary market recognition, and will take the route of "rural encirclement of the city" and develop in the direction of high-end, including Nezha S, which will be listed this year with a higher positioning, will also become a non-negligible existence.
Xiaopeng Motors
On the other hand, Xiaopeng Automobile, which had previously won the championship for four consecutive months, suffered a tragic "Waterloo" in February, and its sales were not only surpassed by the ideal, but even lost to Nezha Automobile, and the ranking fell to third place. Xiaopeng Automobile delivered 6,225 units in February, up 180% year-on-year and down 51.8% month-on-month. In contrast, February sales are less than half of January's, and the gap is too large. Among them, 3,537 units of Xiaopeng P7 were delivered, 2,059 units of Xiaopeng P5 were delivered, and 629 units of Xiaopeng G3 series were delivered.
Xiaopeng Automobile said that the main reason why the sales decline in February was so serious was that during the Spring Festival holiday from the end of January to February, Xiaopeng Automobile carried out a technical transformation of the Zhaoqing base, resulting in a certain impact on the delivery volume in February, but in mid-February, the Zhaoqing base has fully resumed production, and after the completion of the factory upgrade, the follow-up will further help the accelerated delivery of a large number of orders in hand.
NIO
The most unexpected thing is that the first echelon of the new car-making forces we have talked about for many years, "Wei Xiaoli", has not seen the figure of Weilai Automobile on the top three lists for a long time. Weilai's sales have been declining for some time, and sales in February this year are still unsatisfactory, ranking fourth in the list. The total delivery volume was 6131 units, and when other new car-making forces achieved triple-digit year-on-year growth, only NIO's year-on-year increase was only 9.91%, and NIO's month-on-month decline was also more obvious, at 36.5%.
However, Weilai Automobile said that because of the factory shutdown during the Spring Festival holiday, only some ET7 prototypes were produced in February, and the follow-up will increase production, and the first car product, Weilai ET7, will begin to be delivered on March 28, which may help the overall sales of Weilai Automobile.
It is not difficult to see that due to the impact of the Spring Festival holiday and the shortage of auto parts, the sales performance of the new car-making forces in February was generally flat, and there was also a "big reshuffle" in the ranking. Among them, the ideal and Xiaopeng are in a steady development trend, Nezha Automobile is now gaining momentum and unlimited potential; Weilai is slightly weak, and the follow-up can only see the performance of ET7.