Information Frontier丨 February new energy vehicle sales list released! Is there anything you like?

Affected by the Spring Festival holiday, the production and sales of the automobile market (new energy) in February have declined. As expected, sales in February exceeded the rare of 10,000 changes, and none of the new car-making forces exceeded 10,000 vehicles (Tesla has not yet announced the results). It can be seen that there is no fault phenomenon in the analysis of the top five new car-making forces only from the sales level. The traditional new energy vehicle companies have also shown a phenomenon of decline in the ratio, but the more so, the more it can show which car companies are more able to resist the negative factors. Here, the sales performance of new energy vehicle companies in February is counted to see what subtle changes have occurred and what the reasons behind them are. Ideal: 8414 vehicles

Among the new forces, February TOP1 is ideal. The ideal has finally got rid of the curse of "ten thousand years old two". According to the data, Ideal Cars delivered a total of 8414 Ideal ONE units in February, an increase of 265.8% year-on-year. Since delivery, the cumulative delivery volume of Ideal ONE has exceeded 140,000 units.

More important than this is that Ideal just announced last year's financial report and fourth quarter financial report, of which the fourth quarter achieved a net profit of 295.5 million yuan, an increase of 175.9% year-on-year; the company's gross profit margin reached 22.4%, an increase of 4.9 percentage points year-on-year. Ideal Auto said vehicle deliveries are expected to be 30,000 to 32,000 units in the first quarter of 2022, up 138.5 percent from the first quarter of 2021 to 154.4 percent; revenue totaling $8.84 billion to $9.43 billion, up 147.2 percent from the first quarter of 2021 to 163.7 percent. Weilai: Compared with the ideal, Weilai seems to have weak growth, but there are other reasons behind it. In February, NIO delivered 6,131 new cars, up 9.9% year-on-year and down 36% month-on-month, with 9,652 new cars delivered in January; as of February, NIO vehicles had delivered 182853 units. Weilai's sales growth in February this year is not high, the author believes that in addition to the impact of the Spring Festival holiday, and the shortage of key components of new energy vehicles, perhaps also because of the opening of the delivery of WEILAI ET7 on March 28, the delivery of Weilai ET7 did divert some users who originally wanted to buy Weilai ES8 and ES6, I believe that after March, there will be a part of the users who are waiting on the sidelines to stabilize. In addition, Weilai has made big moves recently. The HKEx documents disclosed on February 28 that NIO Group applied for listing on the Main Board of the Hong Kong Stock Exchange. The co-sponsors are Morgan Stanley, Credit Suisse and CICC. Class A common stock is expected to commence trading on the Hong Kong Stock Exchange on Thursday, 10 March 2022. Some insiders said that at present, going to Hong Kong to list in the form of introduction seems to be the best solution at present, "the follow-up listing in Hong Kong is conducive to promoting weilai to enhance the background of technology companies, change the current unfavorable situation, and increase the IPO chips of the science and technology innovation board." "Xiaopeng: The sales volume of 6225 Xiaopeng has always been stable, and in February it achieved the second place of the new force. The specific figure is that the sales volume in February was 6225 units, an increase of 180% year-on-year and a decrease of 51.8% month-on-month.

In terms of specific models, the Xiaopeng P7 delivered 3,537 units, an increase of 151% year-on-year; the Xiaopeng P5 delivered 2,059 units, which can be seen that with the rapid release of P5 production capacity, the sales of Xiaopeng Automobile's main models, P7 and P5, have increased rapidly and flat. Recently, some media reported that Xiaopeng Automobile also announced its sales target for 2022: to ensure annual sales of 250,000 vehicles and impact 300,000 vehicles. This also means that Xiaopeng Automobile will achieve an average monthly sales of more than 20,000 vehicles this year. Although it seems distant, this year's new energy vehicle market is generally optimistic, and it is given a total scale of 5 million vehicles. Nezha: The biggest dark horse in February 7117 is none other than Nezha, who surpassed Xiaopeng and Weilai in one fell swoop and became the runner-up of the new forces. Why is it said that this sales volume is gratifying, it is reported that more than 80 direct stores have been opened. Compared with Wei Xiaoli, his direct-operated stores do not have an advantage in the base. According to the data, Nezha Automobile delivered 7117 vehicles in February, an increase of 255% year-on-year. At the same time, the cumulative sales volume this year reached 18,126 units, an increase of 332% year-on-year. Of course, Nezha's sales have soared, inseparable from its rich product matrix, after all, the entry point of Nezha N01, Nezha V and Nezha U Pro and other models is still good. It is worth mentioning that this year, Nezha Automobile will also launch Nezha S, as the first product under the Shanhai platform, it is still very worth looking forward to. Zero running: 3435 zero-running and Nezha are the same undervalued enterprises, last year led the financing, release of technology, the development of new products, the expansion of offline stores, can be described as a strong sense of existence.

The data shows that the delivery volume of zero-run cars in February was 3435 units, an increase of 447% year-on-year. This year's cumulative sales reached 11,520 vehicles, and the development momentum of the entire brand is very rapid. At the same time, as a zero-run car C platform electric medium and large sedan, zero-run C01 is also about to debut. 3 seconds zero hundred acceleration, 5 meters long, 700km ultra-long endurance, is expected to help zero run to achieve a new breakthrough in brand and sales. Eian: 8526 units are followed by traditional new energy vehicle companies, and in February, Eian sales reached 8526 units, up 163% year-on-year. According to previous data, from July last year to January this year, GAC Aeon has sold more than 10,000 units per month for seven consecutive months, and in January this year, it reached a record high, achieving a good result of 16,031 units per month. On the whole, GAC Aean's monthly sales of 8,526 vehicles in February are still at a good level. Behind this sales performance is the contribution of many models of GAC Aean. At last year's Guangzhou Auto Show, GAC Aeon brought a brand new model, the AION LX PLUS. Prior to this, GAC Aeon already had three models, AION Y, AION S PLUS, and AION V PLUS, and all of them had good sales performance. With the addition of AION LX PLUS, GAC Aeon's product matrix has been further enriched, covering market segments such as small cars, compact cars, and mid-size SUVs. According to the data, GAC Aeon's cumulative terminal sales in 2021 reached 123,660 vehicles. This year, if Aeon can stabilize its January sales performance, it is expected to eventually reach the 200,000-unit level. Extreme Krypton: 2916 extreme krypton vehicles announced the delivery of 2916 vehicles in February, down 69.42% month-on-month, with a total of 12453 vehicles delivered in January and February, and 18460 vehicles since delivery. According to the plan of Krypton, it plans to deliver 70,000 vehicles in 2022 and enter the European market in 2023.

This means that the monthly sales of Extreme Kr are about 6,000 vehicles. At present, the sales volume of Extreme Kr is in a state of climbing, and the Extreme Krypton brand has delivered more than 6,000 units of Extreme Kr 001 in the last two months of 2021, of which the delivery volume in November was 2012 units, and 3796 units were delivered in December, with a considerable month-on-month growth rate. In February, Kr completed its first major vehicle OTA upgrade since the delivery of Kr 001, and the ZEEKR OS 1.1.1 upgrade involved 34 ECU units. The global flagship store of Krypton Center officially opened in Shanghai, located in the well-known landmark Shanghai Tower, and In 2022, Extreme Kr will accelerate the layout of offline contacts.

2022 is a key year for new energy vehicles, full of opportunities and challenges. The opportunity is that this year's new energy capacity will continue to expand, and the challenge is that 2022 is the last year of new energy subsidies, which means that the market will develop rapidly again, but the price of raw materials has risen, the number of competitors has increased, and new products have been listed, which has further intensified market competition.

This article comes from the charging pile field of view