Since entering 2022, due to the rising cost of raw materials and the impact of "chip shortage", many new energy vehicle companies have not only continued to roll in the "rising price tide", but also the repeated epidemic has directly affected the production and delivery capacity of new cars. Therefore, the delivery performance in March and the first quarter will show the brand's current productivity level to a certain extent, and even the "ability to resist blows" of the company.
However, in this case, the sales performance of new force car companies is still quite eye-catching, as far as March sales are concerned, the number of seats on the list has changed again, Xiaopeng has no suspense to reach the top, zero run rushed into the "Ten Thousand Vehicles Club" for the first time, Weilai fell to the fifth, Nezha strongly entered the fourth, and the "three strong" pattern is being reshaped.
In addition, traditional car companies have also begun to target new forces, GAC Aeon wants to turn "Wei Xiaoli" into "Ai Xiaowei", coupled with BYD's suspension of the sale of fuel vehicles, Tesla is looking at the tiger on the side, and the new energy market is surging.
"Wei Xiaoli" seat reshuffled
As the original head of the three new forces, "Wei Xiaoli" is the most familiar title for everyone, which is also the initial ranking order of the three new forces. However, over time, this combination's ranking gradually changed, and even disintegrated under the impact of other new forces.
In March, the top three new forces in terms of sales ushered in a new combination - "Little Ne li". Since the technical transformation of the Zhaoqing base and the full resumption of production in mid-February, Xiaopeng delivered 15,414 vehicles in March after the release of extruded orders, an increase of 202% year-on-year. Cumulative deliveries in the first quarter were 34,651 units, up 159 percent from the first quarter of last year.
As of the end of the first quarter of 2022, the cumulative delivery volume of Xiaopeng Automobile in history has exceeded 170,000 units. In terms of bicycle delivery data, the flagship model Xiaopeng P7 reached 9183 units in March, breaking through the 9,000 mark for the first time, directly catching up with the delivery results of the ideal ONE.
Another pure electric sedan, the Xiaopeng P5, also 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. At present, the brand's only SUV model, the G3 series, has been delivered 1,833 units, and Xiaopeng Motors is also one of the few brands in the new car-making forces that dares to announce the specific delivery data of each model.
Nezha Automobile has maintained the momentum of top 3 in the delivery volume of new car-making forces in the past six months, ranking second in the delivery volume of new forces in March. A total of 12,026 units were delivered in March, an increase of 270% compared to March 2021, and a cumulative delivery of 30,152 units in the first quarter of 2021, an increase of 305% compared to the first quarter of 2021.
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 contrast, the ideal car is relatively stable, and in the case of only one car, the delivery volume still exceeds 10,000. New vehicles rose 125.2% year-on-year in March, delivering 11,034 units. Deliveries of 31,716 units in the first quarter, up 152.1% year-on-year. By the end of March, Ideal ONE had delivered 155804 vehicles, sitting firmly on the throne of the highest sales volume of a single model among the new forces. It is worth mentioning that Ideal originally planned to release its second model, the Ideal L9, this month, which also means that Ideal ONE will no longer go it alone.
After zero-run sales suffered Waterloo in February due to the tight supply chain of chips and batteries, sales exploded in March, ranking fourth with a score of 10,059 units. As early as March 17 this year, Zero Ran submitted a listing application to the Hong Kong Stock Exchange, and if there is no accident, it will become the fourth new force to list on the Hong Kong Stock Exchange.
Nio's 9,985 units were slightly regrettable, and sales growth slowed down. In this regard, WEILAI officials mostly explain that it is affected by various external factors such as the epidemic and chip shortage. Some insiders believe that Weilai's higher bicycle price and current aging product strength are the main reasons for the slowdown in growth. The average selling price is as high as 420,000 yuan, and the new car ET5 and ET7 are hindered by problems such as chips and production capacity, and the delivery cycle is generally more than 2 months, which affects the growth of the overall sales of the brand to a certain extent.
Nio is also aware of this, and the new brand in the middle and low end of the face is also in full operation, or bringing new growth points to NIO.
Traditional car companies began to make rapid efforts
On April 1, in addition to Wei Xiaoli's zero, Extreme Krypton and Lantu successively released delivery data, and sales in March reached 12,026 units, 10,059 units, 1,795 units and 1,400 units, respectively. These new players have also launched a certain impact on the head brands of new forces, and more new energy vehicle brands are also staring at Wei Xiaoli.
Recently, Feng Xingya, general manager of GAC Group, mentioned at the annual report press conference that The goal of Aeon's mixed reform is at least to turn the current "Wei Xiaoli" into "Ai Xiaowei".
In Feng Xingya's view, the advantage of Aeon is the traditional car-making technology, which is also not available to many new forces. The quality of Aeon car is also very reliable, whether it is handling, comfort, quality, durability is well known in new energy vehicles.
This is also the main reason why Aeon can kill a "blood road" in so many new energy vehicles, and sales continue to grow. On the other hand, compared with Internet companies, Eian should sprint through this mixed reform and the operation of capital to be intelligent and intelligently networked.
At present, the market share of new energy vehicles has moved closer to 20%, which also shows that market acceptance is gradually increasing, and it is an indisputable fact that electric vehicles will grow rapidly in the foreseeable future. The market capacity is larger, and the potential opportunities are more, and this is the flashpoint of the new forces of car manufacturing. Moreover, at present, the major new car-making forces are establishing their own brand labels and delineating their own user circles.
At the same time, Tesla, BYD and other traditional strong new energy vehicle companies are also growing at a high speed, rapidly absorbing the market share brought about by the fading of traditional fuel vehicles.
The first quarter delivery volume basically set the tone for the annual delivery, according to the past trend, the annual delivery volume of the top five new forces will cross the 100,000 vehicle mark, and some brands may impact the 150,000 vehicle performance. But this is only the beginning, after the new car products are really laid, Wei Xiaoli's data will usher in a qualitative change.