赶在清明假期前夕，小鹏、蔚来、理想、零跑、哪吒、极氪、埃安、岚图、合创等近10家新能源车企纷纷发布3月交付量/销量数据。
Compared with the sales data in February, the new energy vehicle market ushered in a growth momentum in March. The new forces of head car manufacturing did not break through 10,000 in addition to Weilai Automobile, Xiaopeng, Ideal, Zero Run, and Nezha opened the open and hang mode, all of which entered the 10,000-vehicle market.
Extreme Krypton, Lantu and Hechuang performed dismal, with sales of only 1,000 vehicles or less, and they urgently needed to break the situation.
1. GAC Aeon made efforts in March, and E-an Y's contribution is not small
According to the data, in March 2022, GAC Aeon sold 20,317 new cars, an increase of 189% year-on-year. Among them, the main sales model AION Y delivered 9,501 units in March, an increase of 218% month-on-month, accounting for 46.8% of GAC Aian's March sales. In other words, for every two cars SOLD by GAC Aeon, one is AION Y.
The rapid growth of Aeon's sales volume was driven by the expansion and upgrading of the plant's production capacity completed in February. "The expansion of the first phase of GAC Aean's production capacity has been completed, and it currently has a production capacity of 200,000 vehicles per year, or it will achieve a production capacity of 400,000 vehicles per year." Feng Xingya, general manager of GAC Group, said in an interview that the expansion of production capacity has ensured the guarantee of supply to a certain extent.
At present, GAC Aian's AION Y, AION S Plus, AION V Plus and other models have performed prominently, becoming the leader in the 150,000-250,000 yuan market segment, and there is still strong growth potential in the future.
2. Xiaopeng Automobile delivered 15,414 in March, and the P7 is still the main force model
On April 1, Xiaopeng Motors announced its deliveries in March and the first quarter of 2022, of which 15,414 units were delivered in March, an increase of 202% compared with March last year, while the cumulative delivery volume in the first quarter was 34,651 units, an increase of 159% compared with the first quarter of last year.
In terms of bicycle delivery data, the flagship model Xiaopeng P7 reached 9,183 units in March, breaking through the 9,000 mark for the first time and becoming the main force in sales. Another pure electric sedan, the Xiaopeng P5, delivered 4,398 units in March, with a cumulative delivery of 10,486 units in the first quarter, an increase of 38% compared with the fourth quarter of last year. In addition, the G3 series, the brand's only SUV model, has been delivered in 1,833 units.
Xiaopeng Automobile said that in order to improve the efficiency of order delivery, it completed the technical transformation of the Zhaoqing plant during the Spring Festival, and it is expected that after entering the second quarter, the production capacity of Xiaopeng Automobile can be further accelerated.
Unfortunately, a few days ago, at the end of March, a Xiaopeng G3 in Shenzhen spontaneously exploded, and as of now the official has not issued an investigation statement.
3, Nezha automobile developed rapidly, into the top three
It can be expected that after 360 invested in Nezha Automobile, the car company opened the opening and hanging mode, showing a situation of high sales of sesame blossoms, and sales in March reached a good result.
On April 1, Nezha Automobile's March delivery volume was released. In March, Nezha Automobile delivered 12,026 units, an increase of 270% year-on-year, ranking first in the new car-making force. In terms of models, in March, Nezha V car series delivered 8122 units, a record high, an increase of 153% year-on-year, is expected to win the champion of pure electric SUV sales for 6 consecutive months; Nezha U Pro delivered 3904 units, an increase of 9660% year-on-year, and is expected to be the third place in pure electric SUV sales of new car manufacturing forces for 4 consecutive months. In the first quarter of 2022, Nezha Automobile delivered a total of 30,152 units, an increase of 305% year-on-year; the sales ranking in January and February was promoted every month, and the third place of the new car-making forces in January was the runner-up of the new car-making forces.
4. Zero-run cars broke through the 10,000-unit mark for the first time, and an IPO is imminent
On April 1, Zero Run Auto officially released the delivery data for March 2022, delivering a total of 10,059 units in that month, breaking through the 10,000 unit mark for the first time and entering the first camp of new car-making forces. The monthly growth rate was 193% month-on-month, the monthly delivery volume growth rate exceeded 200% for 12 consecutive months, and the cumulative delivery volume in the first quarter of 2022 increased by 410% year-on-year, and the overall development accelerated forward.
According to the information on the website of the China Securities Regulatory Commission, Zhejiang Zero Run Technology Co., Ltd. has received the approval materials for the overseas initial public offering of shares (including ordinary shares, preferred shares and other types of stocks and derivative forms of stocks). Not surprisingly, zero-run cars will become the fourth new car-making force listed on Hong Kong stocks. Previously, Xiaopeng Automobile, Ideal Automobile and Weilai Automobile have successively landed on the Hong Kong Stock Exchange.
5. Weilai Automobile's sales in March fell behind
On April 1, NIO announced that it delivered 9,985 units in March 2022, an increase of 37.6% year-on-year. In the first quarter of 2022, NIO delivered a total of 25,768 units, an increase of 28.5% year-on-year. As of the end of March 2022, NIO has delivered 192838 units. Compared with other new car-making forces, Weilai's sales in March were somewhat embarrassing, and they were surpassed by the second echelon car company Nezha and zero running. In fact, the decline in sales of Weilai Automobile is also expected, and the price of Weilai Automobile's models is above 300,000. In 2021, all car companies will have new cars that impact high-end models. There are more competitive models in the market, Tesla MODEL Y occupies the first highland of this price point, Xiaopeng P7, BYD Han, Extreme Kr 001, Lantu FREE, every month is encroaching on this part of the market, resulting in Weilai Automobile's living space is getting smaller and smaller. In 2022, this situation will be aggravated, Zhiji L7, Ideal L9, Xiaopeng G7 will soon be listed, although Weilai Automobile will also launch ET7 and ET5, but the situation will be further dangerous.