According to the Association of Passenger Vehicles, wholesale sales of new energy passenger vehicles reached 455,000 units in March, up 122.4% year-on-year and 43.6% month-on-month.
From the perspective of car companies that have announced the sales of new energy models in March, almost all of the year-on-year sales have increased significantly, many of which have created single-month sales records, ANDD's new energy model sales directly exceeded 100,000, and Tesla is also close behind, with sales of 65814 vehicles.
(Form Electric Horse Production)
BYD broke through another 100,000 vehicles
In March, BYD's new energy passenger car sales 104338, becoming China's first brand with monthly sales of "100,000+" new energy passenger cars, entering the top camp of China's passenger car sales; in the first quarter, BYD's new energy passenger car sales soared by 433.4% year-on-year, reaching 284737. That figure is close to half of its full-year 2021 sales.
It is worth noting that BYD's production and sales of fuel vehicles in March showed zero. BYD officially said that it has stopped the production of fuel vehicles and focused on EV pure electric and DM plug-in hybrid vehicles; at the same time, it will continue to provide perfect after-sales maintenance services, as well as spare parts supply throughout the life cycle, to ensure that fuel vehicle customers can travel without worry. It is the first of its kind in the world.
Tesla grew again year-on-year
On April 11, the Association released Data on China's Automobile Sales, showing that Tesla's wholesale sales in March were 65,814 units, an increase of 85% year-on-year. In the first quarter of this year, Tesla's cumulative sales exceeded 180,000 vehicles, reaching 182174.
At present, the epidemic prevention and control situation in Shanghai is severe and complex, and the automobile industry is also facing a major test. It is reported that the automaker Tesla suspended production activities at its gigafactory in Shanghai on March 28.
In response, Tesla responded that Tesla has always adhered to fulfilling the main responsibility of epidemic prevention, strictly implementing various epidemic prevention and control requirements, and arranging work at any time according to the government's epidemic prevention policy. We believe that Shanghai's speed and Shanghai's strength, today's fight against the epidemic, is to lay the foundation for better and faster development.
"New Forces" E'an?
Judging from the corporate attributes of Aeon, there should be no problem in classifying it as a new force. It is said that Aeon is a state-owned enterprise, but its design and marketing ideas are very similar to the new forces of car manufacturing, so he is a new force of car manufacturing in the national team.
GAC Aeon's sales in March reached 20,317 units, a sharp increase of 189% year-on-year, and it was the first car company in the camp of new forces to cross the 2w+ threshold. At present, there are five models on the official website of GAC Aion LX Plus, AION V Plus, AION S Plus, AION Y, and AION S.
The reason for the rapid breakthrough of EIAN sales is twofold, on the one hand, it has completed the expansion and upgrading of the factory's production capacity in February, and the scale of production capacity has doubled to ensure supply security; on the other hand, it has benefited from E-An's innovative approach in technology, products, channels, marketing and other aspects, especially the comprehensive innovation and change brought about by mixed reform.
Euler became another 10,000-car club in March
Euler automobiles, which specialize in the female market, have sold more than 10,000 consecutively, which also proves the spending power behind women.
The Euler brand sold 14,264 units in March, of which 6,374 Euler Good Cats sold 6,374 units per month, an increase of 56.8% month-on-month, and a cumulative sales of 19,460 units from January to March, with sales of each model up 240% year-on-year. From March, the 2022 Euler good cat began to be ordered, and the price range was 127,900-157,900 yuan.
Xiaopeng's play is still stable
Xiaopeng Automobile's deliveries rebounded sharply in March to 15,414 units, up 148% month-on-month and 202% year-on-year. So far, Xiaopeng Automobile's cumulative deliveries in the first quarter reached 34,561 units, 2.6 times that of 13,340 units in the same period last year. As of the end of the first quarter of 2022, the cumulative delivery volume of Xiaopeng Automobile has exceeded 170,000 units.
Xiaopeng Automobile recovered in March and is closely related to the completion of technical transformation at its Zhaoqing production base. The plant was shut down during the Spring Festival holiday, resulting in a significant decline in february deliveries, and production has resumed in mid-February.
Specific to the model, Xiaopeng P7 is still the pillar of the brand's sales, with more than 9,000 vehicles delivered in March, which is the top pure electric medium and large sedan sales in the current new car manufacturing force.
The ideal bike to dominate
March new car delivery volume ranked third, is our familiar ideal car, or the ideal ONE car, after all, the new car L9 has not yet been listed, the ideal ONE is still a bicycle to hit the world, March new car delivery volume of 11034 units, an increase of 125.2% year-on-year, its first quarter delivery volume of 31716 units, an increase of 152.1% year-on-year, which means that the ideal ONE cumulative delivery has reached 155804, is currently the best sales of a single model in the new car-making forces.
In the first quarter of 2022, Ideal Cars delivered a total of 31,716 units, an increase of 152.1% year-on-year. It is reported that since delivery, the cumulative delivery volume of ideal ONE has reached 155804 vehicles.
Not long ago, due to the rise in raw material costs, major new energy brands have increased prices, of which ideal ONE rose by 11,800 yuan, but this has little impact on potential users of ideal ONE.
After Q2 2022, Ideal Auto will release the Ideal L9 model, and the new car will be priced at 450,000 to 500,000 yuan.
NIO will usher in the delivery of new cars
NIO's new vehicle deliveries in March were 9,985 units, up 62.9% month-on-month and 37.6% year-on-year. At the same time, NIO's total deliveries in the first quarter of 2022 were 25,768 units, up 28.5% year-on-year, and have been growing positively for eight consecutive quarters. As of the end of the first quarter of 2022, NIO has delivered 192838 vehicles in its history.
In terms of specific models, in March 2022, NIO ES8 delivered 1726 vehicles, NIO ES6 delivered 5064 vehicles, NIO EC6 delivered 3032 vehicles, and at the same time, NIO's first mass-produced pure electric sedan ET7 has also started delivery on March 28, and 163 units have been delivered as of March 31.
However, after the opening of the reservation of NIO ET7 and ET5, many existing NIO customers who want to buy existing cars have been robbed, and the time node of the subsequent sales increase is mainly the large number of deliveries of ET5 in the Q4 quarter.
Underrated Nezha
Judging from the sales volume in recent months, Nezha is indeed undervalued. In recent months, the monthly delivery volume of Nezha Automobile has been stable in the top three of the delivery rankings of car companies of new car manufacturers, ranking second in February and March this year.
On the afternoon of April 1, Nezha officially released march sales. It is worth noting that among the major new car manufacturers, the time point when Nezha released its March results was earlier than that of Weilai, Xiaopeng and Ideal.
According to official information, in March 2022, Nezha Automobile delivered 12,026 units, an increase of 270% year-on-year. In the first quarter of 2022, Nezha Automobile delivered a total of 30,152 units, with an average monthly sales volume of more than 10,000 yuan, an increase of 305% year-on-year, ranking first in the new camp of car-making forces.
Among them, in March, Nezha V car series delivered 8122 units, a record high, an increase of 153% year-on-year, for 6 consecutive months for the new force of pure electric SUV sales champion; Nezha U Pro delivered 3904 units, which is expected to become the third place in the sales of pure electric SUVs of new car manufacturing forces for 4 consecutive months.
Zero run breaks 10,000 into highlights
The biggest attraction in the delivery of new forces in March is that it is zero running and breaking through 10,000.
In March this year, zero-run cars achieved monthly deliveries of more than 10,000 vehicles for the first time, with monthly deliveries reaching 10,059 vehicles, a month-on-month growth rate of more than 200%; in the first quarter of 2022, zero-run deliveries totaled 21,579 vehicles, an increase of 410% year-on-year.
In March, Zero Run Auto released a Prospectus for Hong Kong stocks. According to the prospectus, zero-running cars will launch 8 new models by the end of 2025, and 1-3 new cars will be launched every year during this period. Among them, the medium and large sedan C01 will be launched in the second quarter of this year, and delivery will begin in the third quarter. For fundraising purposes, Zero Pao Automobile said that 40% of the net amount is expected to be used for research and development of new models, autonomous driving technology, and three-electric system technology; 25% will be used to increase production capacity, such as the construction of the Hangzhou factory that will start this year, improving the level of factory automation, etc.; 25% will be used to expand business and enhance brand awareness, including overseas businesses such as opening overseas flagship stores in the European market in 2023.
Extreme Krypton Climbing ING
It is reported that due to the impact of the epidemic and chip supply, Extreme Kr 001 delivered 1795 units in March, and as of March 31, 2022, the cumulative delivery volume of Extreme Kr 001 was 14248 units. At present, the Extreme Krypton brand still has only one model of the Extreme Kr 001 on sale, but it has not been adjusted in the near future like other brands.
It is worth mentioning that on March 23, Extreme Kr Auto began to push the official version of ZEEKR OS 2.0, which involves 33 ECU units, adds 5 new functions, and optimizes 59 functions for the user feedback of ZEEKR OS 1.1.1, and will update the version several times this year. In addition, according to the official, with the arrival of a new batch of core components at the end of March, it is expected that production and delivery will be significantly improved in April.
Lantu has delivered more than 10,000 yuan
Landu Auto announced its March sales figures. Throughout March, a total of 1,400 units were delivered, up 89% month-on-month, of its model on sale, Landut FREE.
From the launch of deliveries in August 2021 to March 31, 2022, the cumulative delivery volume of LANTU FREE has reached 10,484 units. On March 31, Lantu officially announced that the Landu FREE pure electric model was raised by 10,000 yuan, and the extended range model was temporarily not adjusted. The following prices will come into effect from May 1. Therefore, before the price increase of The Lando FREE pure electric model in April, it is very likely to receive a batch of orders, and the sales volume of the Lando FREE will rise in April.
At present, as of March 31, 2022, Lantu Automobile has opened 55 Lantu spaces across the country, covering 25 cities, and Lantu said that its sales and service channels and product layout will continue to improve this year, and sales will continue to grow steadily.
The first display of the co-creation edge
On April 1, Hechuang Automobile announced the March sales of the Z03 (configuration | inquiry), delivering a total of 1,689 units, and the number of orders in March was 3,016 units, an increase of 8,000% year-on-year.
The Z03 is the second product of Hechuang Automobile, which was officially launched in October 2021 and positioned as a pure electric compact SUV. On February 25, 2022, the official began to push the first OTA update for the car, and this time the OTA brought a number of new features such as Voice ID, mobile navigation route synchronization, and a variety of entertainment applications to enhance the car experience of car owners.