Per reporter: Sun Lei Per editor: Pei Jianru
Despite the impact of factors such as the rise in the price of raw materials for power batteries, the new forces of car manufacturing continued to soar in March, and the monthly delivery volume of many companies reached a new high.
In March, Xiaopeng Automobile delivered more than 15,000 units to win the monthly sales championship again, Nezha Automobile delivered more than 12,000 units to win the runner-up, and the ideal car delivery volume was 11,000 units, ranking third. In addition, following the "Wei Xiao Li Na", the delivery volume of zero-run cars in March also exceeded 10,000 units, ranking among the top four lists of monthly sales of new forces for the first time, while Weilai delivered less than 10,000 vehicles in March, ranking fifth in the March sales list of new car-making forces.
Watchmaking: Per reporter Sun Lei
Specifically, Xiaopeng Motors, which ranked first, delivered 15,400 units in March, up 148% month-on-month and 202% year-on-year. Xiaopeng Motors said that despite the challenges of the epidemic and supply chain, the cumulative delivery volume of Xiaopeng Motors in the first quarter still reached 34,600 units, 2.6 times that of the same period last year, once again exceeding the upper limit of the financial report guidance.
Xiaopeng Automobile was able to win the monthly sales championship again, mainly due to the sales growth of the P7. Sales of the model reached a record high of 9,183 units in March. It is said that the lithium iron phosphate battery model with a starting price of 20,000 yuan has driven the growth of P7 sales to a certain extent.
In the face of the current rise in the price of raw materials for power batteries, Xiaopeng Automobile revealed that it is trying to control the battery cost problems caused by the rise in raw material prices while ensuring supply through communication with major power battery suppliers.
On January 1 this year, Nezha Automobile announced a price increase of 2,000 to 5,000 yuan for Nezha V and Nezha U Pro. However, judging from the delivery volume in March, the price increase did not adversely affect the sales volume of Nezha Automobile. In March, Nezha V delivered 8,122 vehicles, a record high of 153% year-on-year; Nezha U Pro delivered 3,904 units, an increase of 9,660% year-on-year.
In addition, Nezha Automobile's first pure electric car, Nezha S, has entered the trial production verification stage in March, or opened pre-sale in April, and is officially listed this year, and the price is expected to be about 300,000 yuan. This new car will become a new growth point for Nezha Automobile's delivery.
In March, Ideal Cars delivered 11,000 Ideal ONE units, up 125.2% year-on-year, and delivered 31,700 units in the first quarter, up 152.1% year-on-year. Since its launch, the ideal ONE has delivered 155,800 units.
Affected by the continuous sharp rise in upstream raw materials, Ideal ONE has carried out a price adjustment since April 1, and the national unified retail price has been raised from the previous 338,000 yuan to 349,800 yuan, and the increase has reached 11,800 yuan.
Shen Yanan, co-founder and president of Ideal Auto, said: "Due to the impact of the epidemic in the Yangtze River Delta, the shortage of parts supply has affected production, and we are taking more measures to ensure the supply of parts, ensure production as much as possible, and shorten the waiting period for ideal ONE users to pick up the car." ”
Zero-run cars achieved monthly deliveries of more than 10,000 units for the first time in March, with monthly deliveries of about 10,100 units, up 193% month-on-month. It is understood that in the current sales structure of zero-run cars, the sales volume of the A00-class car T03 accounts for a relatively large proportion, and the SUV model C11 model has also begun to gradually increase.
Image source: Per reporter Li Xing photographed (data map)
In addition to increasing sales, zero-run cars are also accelerating the pace of landing in the capital market. On March 17, Zero-Run Automobile has submitted a listing application to the Hong Kong Stock Exchange, and the continuous improvement of new car deliveries will undoubtedly provide impetus for Zero-Run Automobile to land on the capital market as soon as possible.
Nio's deliveries in March improved from February, achieving 9,985 units, an increase of 37.6% year-on-year, but still inferior to Xiaopeng Automobile and Ideal Automobile. It is understood that THE NIO ET7 has begun delivery on March 28, and 163 vehicles have been delivered as of March 31. At the same time, it is expected that in late May, NIO will release the 2022 ES8, ES6 and EC6 models equipped with the latest smart cockpit hardware, as well as the existing user smart cockpit upgrade plan; the ES7 born on the NT2 platform will also be released at the same time.
In addition to the new forces of car manufacturing, the performance of new energy vehicles by traditional car companies in March is also very eye-catching. For example, GAC Aeon's sales in March exceeded the threshold of 20,000 vehicles for the first time, reaching 20,300 units, an increase of 189% year-on-year. Wang Dan, deputy general manager of GAC Group, previously said that the current order level of GAC Aian has returned to the level before the price increase of products, and the daily orders are about 1000 to 1500.
In terms of Extreme Kr, the Extreme Kr 001 delivered 1,795 units in March. As of March 31, the cumulative delivery volume of the Krypton 001 was 14,200 units. An Conghui, CEO of Extreme Kr Intelligent Technology, revealed in an interview with the "Daily Economic News" reporter that product delivery is one of the most important problems facing Extreme Kr at present. Affected by factors such as chips, supply chain, and epidemic situation, the current product delivery volume and order volume of Extreme Kr are quite different.
It is understood that in terms of supply chain, after multiple rounds of communication with Viebuk, the exclusive production line of Extreme Kr 001 empty suspension parts has been put into production, and the overall production and delivery of Extreme Kr 001 will continue to improve. At the end of this month, a new batch of core components will arrive, and the production and delivery of Extreme Kr in April will be improved.
Some people believe that the price increase of products has significantly consumed part of the demand for new energy vehicles in advance, superimposed on the lack of production capacity supply caused by the epidemic in March and April and the factors of early release of orders, and in the next period of time, the new energy vehicle market may usher in a "cold spring".
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