Since 2022, in the environment of high oil prices, the cost advantage of electric vehicles relative to fuel vehicles has expanded significantly, and smart electric vehicles have continued to be in short supply. No, at the beginning of the month, various new energy vehicle companies have been unable to help but announce the delivery of their own cars.
From the sales list, in March, there were four new force car companies that sold more than 10,000 vehicles, of which Xiaopeng Automobile was the highest at 15,414 vehicles, Nezha Automobile was 12,026 vehicles, Ideal Car and Zero-Run Car were 11,034 and 10,059 vehicles, respectively, and as the leader of the new power brand, Weilai delivered less than 10,000 vehicles in March, only 9985 vehicles, ranking at the bottom among the new power brands that have announced delivery data.
Let's take a closer look:
Xiaopeng Automobile:
On April 1, Xiaopeng Motors announced its delivery results for March 2022 and the first quarter. Xiaopeng Automobile delivered 15,414 units in March, an increase of 148% month-on-month and 202% year-on-year, and won the monthly championship again. Despite the challenges of the epidemic and supply chain, the cumulative delivery volume of Xiaopeng Automobile in the first quarter still reached 34,561 units, 2.6 times that of the same period last year, once again exceeding the upper limit of the financial guidance. As of the end of the first quarter of 2022, Xiaopeng Automobile has achieved three consecutive zhuangs, winning the new force delivery championship for three consecutive quarters, and the cumulative delivery volume in history has exceeded 170,000 units.
In terms of single-model deliveries, in March, the Xiaopeng P7 exceeded 9,000 for the first time, delivering 9,183 units, creating a new record for pure electric models of the new forces. Another hot-selling model, 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% from the fourth quarter of last year. The G3 series delivered 1,833 units.
Second, Nezha car
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. Nezha Automobile has made breakthroughs in product iteration, service layout, user operation, intelligent technology research and development, globalization strategy, etc., promoting a year-on-year increase in sales and rising brand influence.
Third, the ideal car
According to the official data released by Ideal Automobile, its delivery volume in March was 11,034 units, an increase of 125.2% year-on-year, and sales doubled year-on-year. Compared with the 4900 vehicles in March 2021, you can find that it is not easy for a domestic new energy vehicle with a price of more than 300,000 yuan to break through 10,000, but the ideal ONE has done it. It is more worth mentioning that it delivered 31,716 vehicles in the first quarter, an increase of 152.1% year-on-year, which is quite good.
Fourth, zero running cars
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. It is worth mentioning that compared with the delivery of 3435 new cars in a single month in February, the progress of zero-run cars has continued and is very obvious.
Fifth, Niolai Automobile
NIO delivered 9,985 units in March, up 37.6% year-on-year and 63% month-on-month, and delivered 25,768 units in the first quarter, up 28.5% year-on-year.
From the perspective of sales, the ranking of the new forces has changed from Wei Xiaoli to XiaoLi, while the "big brother" Weilai has gradually drifted away, and even been surpassed by zero runs, and it seems that weilai's future has become bleak. However, the above analysis is limited to sales, after all, the product positioning of each car company is different. Taking Weilai Automobile as an example, although its delivery volume is at the bottom, the prices of the models on sale under Weilai are all above 300,000 yuan, which is incomparable to other new power brands, and the sales of Nezha Automobile and Zero-run Cars continue to rise to a large extent by relying on the volume of low-end models, such as Nezha V, Zero-run T03, etc. From this point of view, it does not make much sense to over-analyze the level of sales.
With the price increase of raw materials, the contradiction between supply and demand of power batteries and the lack of cores and other supply chain pressures, following Tesla's rise three times in a week to open a new round of price increases, a number of new energy vehicle companies have followed up with price increases. However, this round of price increases of a considerable size did not have a significant impact on the sales volume of the month for the time being, but spawned a wave of "rush to order".
Looking forward to the second quarter, factors such as rising raw material prices and lack of cores are still plaguing car companies, but with the successive launch of heavy models by traditional car companies and new forces, the pattern of new energy vehicles may be reshaped.