Car stuff (public number: chedongxi)
The author | Hao Han
Edit the | Xiao Han
In March, the sales report card was released, how are all the new car brands selling?
Overall, the best performer in March was Xiaopeng Motors, with a single monthly delivery of 15,414 units, once again becoming the monthly sales crown in "Wei Xiaoli".
In addition, ideal car with the ideal ONE model, a single month delivery reached 11,034 units, once again achieved "breaking ten thousand"; while Weilai automobile's delivery volume lagged behind last month, delivering 9985 vehicles in March.
The zero-run and Nezha cars, which have been divided into second-tier new car brands, can be described as full of firepower in March, with zero-run cars delivering 10,059 vehicles in a single month, and Nezha cars delivering 12,026 vehicles in a single month. Extreme Krypton also delivered 1,795 vehicles this month, up month-on-month.
If you rank the above car companies according to the delivery volume in March, Xiaopeng ranks first, Nezha ranks second, Ideal ranks third, and Zero Run, Weilai and JiKr rank fourth, fifth and sixth respectively.
Overall, the most eye-catching in March is zero running and Nezha, the monthly delivery volume of both exceeded 10,000, from the monthly delivery data, both have been among the first echelon of new car brands, and this also reflects that Nezha automobile and zero-running car products began to be recognized by consumers.
For the first time, Chedong also summarized the delivery volume of the six companies of Weilai, Xiaopeng, Ideal, Nezha, Zero Run and Extreme Krypton in March and in the past, showing you the changes in the monthly and quarterly delivery volume of these six new car manufacturers.
▲Changes in the monthly sales ranking of new cars (2020.8~2022.3)
First, Xiao Pengcheng monthly "pin crown" Nezha zero run to sit firmly in the top four
On the first day of April, the three ideal cars of "Wei Xiaoli" were the first to announce the delivery volume in March. Ideal deliveries in March were 11,034 units, up 125.2% year-on-year and up 2,620 units from 8,414 units in February this year.
February this year coincides with the Spring Festival holiday, and the working day is one week less than in previous months, so strictly speaking, February is not a complete month, so the ideal car delivery volume is more normal than february.
▲Ideal car delivery situation
At present, the ideal car is still only on sale in the 2021 ideal ONE, and this car has been on the market since may last year for nearly a year, and it can still maintain a monthly delivery of about 10,000 units per month, and its product strength and popularity are self-evident.
The second "Wei Xiaoli" to release the monthly delivery results was Xiaopeng Motors, which delivered 15,414 vehicles in March, an increase of 148% month-on-month and 202% year-on-year. These include 9183 Xiaopeng P7, 4398 Xiaopeng P5 and 1833 G3 series models, while the monthly delivery of Xiaopeng P7 exceeded 9000 units for the first time, creating a record for the delivery of pure electric models of the new car-making brand.
▲The delivery volume of Xiaopeng Automobile
The hot sales of all models have also made Xiaopeng Automobile once again become the monthly "sales crown" of Wei Xiaoli's three companies after January this year.
NIO was the last to announce its deliveries in March at 9,985 units, up 37.6% year-on-year. It is worth mentioning that NIO's first car, THE7, has been delivered in March, and as of March 31, it has delivered 163 units.
Overall, compared with Xiaopeng Automobile and Ideal Automobile, WEILAI's delivery volume in March was relatively backward.
▲The delivery volume of NIO automobile
There may be two reasons for the analysis of car things, one is that the average price of Weilai's models is more than 400,000, while the average price of Xiaopeng and The ideal is about 200,000 yuan and about 300,000 yuan, and the higher price also means a higher purchase threshold, and the delivery volume is lower than that of the other two.
Secondly, with the delivery of ET7 and the release of ES7 approaching, WEILAI's delivery volume is currently in a "green and yellow" stage, and its models on sale are gradually transitioning from the NT1 platform to the NT2 platform, which makes more potential consumers wait and see or wait for the new car on the NT2 platform.
In addition to Wei Xiaoli, Nezha Automobile and Zero Run Automobile are the two expected "dark horses" in the March delivery ranking.
Nezha Automobile's delivery volume in March was 12,026 units, an increase of 270% year-on-year, and once again achieved deliveries exceeding 10,000. The delivery volume of Nezha Automobile this month also exceeded that of Ideal Automobile and Weilai Automobile, second only to Xiaopeng Automobile, ranking second in the monthly delivery volume of new car brands.
In fact, in February this year, Nezha Automobile has quietly climbed to the second place in the list of new car delivery, and the delivery volume has exceeded 10,000 vehicles for many months, and Nezha has gradually entered the first echelon of new cars from dark horses.
▲Nezha car delivery volume
At the same time, the development of Nezha automobile is also very hot, the recent official official announcement will use Huawei's MDC610 chip, self-developed automatic driving system, the next car Nezha S delivery will have high-speed L2.
After Nezha Motors, zero-run cars also had a strong momentum of deliveries in March, delivering 10,059 vehicles in March, an increase of 193% month-on-month, second only to ideal cars. This is also the first time that the monthly delivery of zero-run cars has exceeded the 10,000 unit mark. In terms of monthly deliveries, zero-running cars can also be regarded as one foot stepping into the first echelon of new cars.
▲The cumulative delivery volume of zero-running cars
Compared with Wei Xiaoli, the average price of Nezha Automobile and zero-run cars is about 150,000 yuan, and there are few models with more than 200,000 yuan. Thanks to the more people-friendly price, the monthly delivery volume of Nezha and Zero Run is also expected, but it can also be proved to a certain extent that the product strength of Nezha Car and Zero Run Car has been recognized by consumers, and brand awareness is gradually expanding.
Second, the quarterly sales crown belongs to Xiaopeng Nezha's quarterly delivery volume exceeded 30,000 for the first time
As each company announced its monthly deliveries, so did the deliveries for the first quarter of 2022.
In the first quarter of 2022, the "sales crown" of new cars is still Xiaopeng Motors, which delivered a total of 34,561 vehicles in the first quarter, which is 2.6 times that of the same period last year, and has exceeded 1/3 of the delivery volume of the whole year last year.
In February this year, Xiaopeng Automobile completed the technical transformation of the Zhaoqing plant during the Spring Festival, which affected its delivery volume in February. With the completion of the reconstruction of the Zhaoqing plant, Chedong predicts that Xiaopeng Automobile's delivery volume in the second quarter of this year may reach a new high. If the delivery volume in the first quarter of this year is estimated, coupled with the Xiaopeng G9 delivered within the year, the delivery volume of Xiaopeng Automobile in 2022 should not be a problem.
▲Xiaopeng P7 Black Special Edition
In addition, the 100,000th vehicle of the Xiaopeng P7 was officially rolled off the production line recently, and it also became the first pure electric new power model to break through the mass production of 100,000.
The runner-up in deliveries in the first quarter of this year was Ideal Cars, which delivered a total of 31,716 vehicles in the first quarter of 2022, an increase of 152.1% year-on-year.
In January and March this year, the monthly delivery volume of Ideal Automobile both exceeded 10,000, and its delivery volume in February also reached 8414 vehicles, compared with Xiaopeng Motors, the delivery volume fluctuation range did not change much, and the average monthly delivery volume in the first quarter also exceeded 10,000 units.
On April 16 this year, Ideal Auto will release its second model, the Ideal L9, which still uses a range-extended powertrain, but the body size is larger than the Ideal ONE, positioning a large SUV model, which will also be delivered within this year.
▲Ideal L9
However, in the second quarter, the ideal ONE may still be the main force of ideal car sales, and the ideal L9 may begin to be delivered in large quantities in the third and fourth quarters of this year due to problems such as capacity climbing, which will help the monthly delivery of ideal cars continue to rise.
In addition to the quarterly deliveries of Xiaopeng Automobile and Ideal Automobile exceeded 30,000 units, the delivery volume of Nezha Automobile in the first quarter also exceeded 30,000 vehicles, reaching 30,152 vehicles, an increase of 305% over the same period last year.
At present, Nezha Automobile has a total of two models on sale, namely Nezha V (including Nezha VPro) and Nezha U Pro, and the average price of the two cars is within 150,000 yuan.
Interestingly, the prices of the top three Xiaopeng, Ideal and Nezha in the quarterly delivery ranking of new cars in the first quarter of 2022 correspond to the three markets of 200,000 to 300,000 yuan, more than 300,000 yuan and 150,000 yuan respectively, which to a certain extent reflects the distribution of the price points selected by domestic consumers to buy new car brand models.
▲Nezha V Pro
The average price of the model is more than 400,000 Weilai, and its delivery volume in the first quarter of 2022 was 25,768 units, an increase of 28.5% year-on-year, compared with the above three, Weilai's quarterly delivery results are also relatively ordinary.
However, with the launch of three new cars based on the NT2 platform of NIO ET7, ET5 and ES7, and the listing of ES8, ES6 and EC6 in 2022, it is believed that the delivery volume of NIO in the second, third and fourth quarters of this year should have a relatively large increase.
▲NIO ET7
In addition, the zero-run car, which just filed its IPO documents last month, also gave a relatively good quarterly delivery result.
In the first quarter of this year, the quarterly delivery volume of zero-running cars was 21,579 units, an increase of 410% year-on-year, basically standing in the first echelon of quarterly deliveries of new cars, and with the continuous improvement of the delivery of zero-run C11, known as "half-price Model Y", coupled with the upcoming launch of the new zero-run model C01, zero-run cars will continue to consolidate their sales performance.
▲ Zero run C11
In the first quarter of this year, the quarterly delivery volume of Extreme Kr Automobile was 8241 units. Since the end of last year, the car has reached 14,248 cumulative deliveries, and as an average price of about 300,000 yuan, the positioning of niche hunting car of Extreme Kr 001, although the quarterly delivery is not eye-catching, but it is relatively reasonable.
In addition, Extreme Krypton Expects a significant increase in deliveries in April.
Third, Wei Xiaoli delivery volume you chase me to catch up Nezha zero run steadily rise
Chedong also summarized the delivery data of the six car companies of Weilai, Xiaopeng, Ideal, Nezha, Zero Run and Ji Kr for the whole year last year and the first three months of this year. (You can rotate your phone to the left and watch horizontally.) ）
If you look at the changes in delivery volume in 2021 and the first three months of this year, the three "Wei Xiaoli" were in the top three of the monthly delivery of new cars for most of last year, and the delivery volume of the three companies was also relatively tight, basically did not open up a lot of gaps.
Among them, before June 2021, WEIO's delivery volume will be ahead of Xiaopeng Automobile and Ideal Automobile. After June last year, NIO's delivery volume began to fluctuate significantly, and in October last year, DUEL only operated at full capacity for 10 days due to factory reconstruction and upgrading, and the delivery volume fell to the lowest level last year.
▲Monthly delivery volume change chart of new car brands
However, with the completion of the renovation and upgrading of the NIO plant, the monthly delivery volume of NIO in November and December last year recovered, basically reaching the average monthly delivery level in the first half of last year.
In October, when the delivery volume of Weilai Automobile declined last year, it also became the beginning of the "uplift" of Xiaopeng Automobile and the ideal car delivery.
From October last year to January this year, the monthly delivery volume of Xiaopeng Automobile and Ideal Automobile basically remained at about 10,000 units, while the delivery volume of Xiaopeng Automobile also reached a peak of the whole year in December last year, with a single month delivery volume of 16,000 units.
▲Ideal Auto Beijing R&D Center
Similarly, due to the Spring Festival holiday in February this year and the relatively sluggish car market, the monthly delivery volume of the "Wei Xiaoli" three has also been affected, and there has been a certain degree of decline.
Compared with Wei Xiaoli's "ups and downs" and "you come before me", the monthly delivery volume of Nezha Automobile and Zero-run Cars has not changed much, basically maintaining a growth trend, but also declining in February this year.
However, if we carefully compare the changes in the monthly delivery volume of Nezha Automobile's zero-running cars, it can be found that the change in the monthly delivery of zero-running cars is relatively larger.
▲Nezha automobile direct sales store
Before October last year, only T03 and S01 models were sold, of which S01 was a relatively niche small two-door coupe, and T03 was also close to mid-term redesign, so before October, the monthly delivery of zero-running cars was not eye-catching, with an average monthly delivery of about 4,000 units.
However, with the listing and delivery of the Zero-Run C11, the delivery volume of Zero-Run cars began to increase significantly in November last year. In addition, the launch and delivery of the new Zero-Run T03 has contributed to the monthly delivery of Zero-Run vehicles.
Previously, the car has also deeply tested the zero-run C11, whether it is body size or intelligent configuration, whether it is endurance performance or pricing range, it has the potential of explosive cars, and the sales of zero-run cars have risen month by month.
In addition to "Wei Xiaoli", Nezha Automobile, and Zero-run Cars, as Geely's pure electric luxury brand, Extreme Krypton, its first model, Extreme Kr 001, has reached 3,796 units in December last year since its delivery in October last year, but due to production capacity problems and the impact of the epidemic, the monthly delivery volume of Extreme Kr Automobile has basically remained at about 3,000 units in recent months.
Conclusion: Car price increase delivery volume may be affected
At the beginning of this year, the new energy automobile industry has encountered the problem of subsidy decline and supply chain difficulties, and it seems that the entire industry has suffered a major blow, but a closer look at the report card can be found that the resilience of the new energy industry is already very strong.
In February, although the new car companies suffered a decline in sales, the delivery volume of each new car brand increased relatively in March, and there was a relatively large breakthrough compared with the same period last year.
However, with the recent rise in raw materials leading to the rise in the price of various brands of cars, or will affect the overall delivery trend of each car company in the future period of time, how to maintain the competitiveness after the price increase will become a new challenge for each new car brand.