【EV Vision Report】The Labor Day holiday did not stop new energy vehicle companies from releasing last month's "report card", since the new crown epidemic in March, the automotive industry chain has been tested, and the production rhythm of various car companies has also been affected to varying degrees, and the delivery rhythm has fluctuated. From the perspective of Sales in April, the production focus in the Yangtze River Delta, Weilai, ideals are greatly affected, while Eian and Xiaopeng in the Greater Bay Area also maintain the rhythm of 10,000 units, and BYD is "one dozen and ten" in sales data, which is 10 times that of the second-ranked car companies. The following Xiaobian will take you to a quick understanding.
BYD "hit ten with one dozen", and 6 models sold more than 10,000 copies
BYD Automobile recently announced that its cumulative sales in April reached 105475 units, an increase of 136.5% compared with the same period last year. Among them, the DM series sold a total of 48,072 units, and the EV series sold a total of 57,403 units. The other car companies in this data list do not add up to it
In terms of specific model sales, the Sales of the Han Series, which is positioned as a medium- and large-sized sedan, was 13,421 units in April, of which the sales of Han EV (parameter | quotation) increased by 77.9% year-on-year. At present, the cumulative sales of BYD's Han series have exceeded 200,000 vehicles, and some time ago, BYD launched a new version of Han EV, which is believed to further boost the sales growth of the series in the future.
The Sales volume of the Don series in April was 10,131 units, of which the Sales of Don EV increased by 263.7% year-on-year. At present, the cumulative sales of the series have exceeded 330,000 units, and the new Tang EV is also about to be launched.
The BYD Song family sold 25,108 units in April, of which DM series sales increased by 1,299.5% year-on-year. At present, the cumulative sales volume of the Song series has reached 1.15 million units.
BYD Yuan series sales in April were 15,168 units, up 659.5% year-on-year. The series has now reached a cumulative sales of 270,000 units, including the meta Pro and meta EVs positioned with small SUVs, as well as the meta PLUS of compact SUVs, according to EV vision analysis meta PLUS may be one of the main reasons for the surge in sales of the meta series.
Qin series sales in April reached 23,520 units, of which Qin PLUS EV sales increased by 401.4% year-on-year. At present, the cumulative sales of the series is 600,000 units, although no new models have been launched for the time being, BYD Qin is still very popular in the market.
In the Marine series, BYD's new destroyer 05 sold 2,040 units in April, an increase of 38.2% compared with the previous month, while BYD Dolphin sold 12,040 units in April, an increase of 14.7% compared with the previous month, still maintaining a good sales growth momentum.
Previously, BYD officially announced that it had officially stopped production of pure fuel-powered products from March 2022. In the future, BYD will focus on the production of pure electric and DM series plug-in hybrid products, which also makes BYD the first brand in the world to officially discontinue pure fuel products.
Aeon sold more than 10,000 sales and sat firmly at the top of the new forces
Since its establishment, GAC Ae-An (hereinafter referred to as E-An), which has been positioned as an innovative technology company, has become the leading enterprise of new energy vehicles in China. At the beginning of May, Aeon's sales in April reached 10,212 units, a sharp increase of 23% year-on-year, firmly ranking first among new forces. From January to April, the cumulative sales volume was 55,086 units, an increase of 113% year-on-year.
However, compared with the sales volume of 20,000+ in March, the sales decline in April is more obvious, only in the early 10,000s. For the decline in sales, the brand said that the epidemic has an impact on the supply chain and production.
At present, AION Y, AION S Plus and AION V Plus under Aion are already the top models in the corresponding market segments, firmly occupying the market of 150,000-250,000 yuan.
Not long ago, in order to give users a better charging experience, on April 21, GAC Aeon officially announced online that the first super charging and replacement center of the Eian brand in Guangzhou Nanda Trunk Line was officially completed. At the same time, GAC Aeon also announced that it will build Guangzhou into the world's first "E-An supercharging capital" by adding charging and replacing centers and other forms.
EON plans to build 220 charging stations in Guangzhou by 2022; by 2025, this figure will become 1,000. In the future, EIAN also plans to expand the super charging station to about 300 cities across the country, basically achieving full coverage of cities at the prefecture level and above.
Zero-run cars delivered 9,087 units in April, up more than 200% year-on-year for 13 consecutive months
Recently, Zero Run Auto officially released the delivery data in April 2022, with a total of 9,087 units delivered in that month, achieving a year-on-year increase of more than 200% for 13 consecutive months, with eye-catching results. Under the severe situation of chip shortage and logistics obstruction, zero-run cars, although slightly down from the previous month, still ranked ahead of Xiaopeng Automobile with a slight advantage.
For the year-on-year surge in sales, EV Vision learned from Zero Run Automobile that based on global self-research, Zero Run adopts multi-supply enterprises and multi-regional planning in the choice of supply chain to effectively improve the impact of the epidemic on supply chain supply.
At this stage, zero-run cars have 3 mass-produced models, namely zero-run S01, zero-run T03 and zero-run C11, and the zero-run C11, which is currently positioned as a pure electric medium-sized SUV, is the main sales force of zero-run cars, accounting for more than 40% of deliveries. In addition, the fourth mass-produced new car zero-run C01 will open pre-sale in the near future, and after the mass production of this new car built from the zero-run pure electric C platform, it is believed that it will bring new impetus to the sales growth of zero-run vehicles.
9,002 units will be delivered in April, and the Xiaopeng G9 may be postponed to June
A few days ago, Xiaopeng Automobile announced the latest delivery results. In April 2022, Xiaopeng Automobile delivered 9,002 units. Among them, Xiaopeng P7 delivered 3714 units, Xiaopeng P5 delivered 3564 units, and Xiaopeng G3 series delivered 1724 units. From January to April this year, we have delivered a total of 43,563 units.
Like most car companies, Xiaopeng Motors has been severely challenged in many aspects of supply chain, production and logistics and transportation due to the recent impact of the epidemic. Through continuous overcoming industry difficulties and with the efforts of many parties, Xiaopeng Automobile achieved more than 9,000 units of delivery in April, and will continue to take positive measures to ensure production and smooth delivery.
In addition, according to EV Vision, due to the postponement of the Beijing Auto Show, the Xiaopeng G9, which was originally scheduled to be announced at the Beijing Auto Show, will be postponed to June, and is expected to be officially delivered in the third quarter (as soon as the end of August). The new car is positioned as a medium-sized and large SUV, which will become the flagship product of Xiaopeng Automobile, and may further enhance the delivery data of Xiaopeng Automobile in the future.
8,813 units were delivered in April, and Nezha Automobile achieved a year-on-year increase for 22 consecutive months
At the beginning of May, Nezha Automobile's April delivery data arrived as promised, achieving the delivery of 8813 units, a year-on-year increase of 120%. From January to April 2022, Nezha Automobile delivered a total of 38,965 units, an increase of 240% year-on-year. So far, Nezha Automobile has achieved a year-on-year increase of 22 consecutive months since July 2020.
In terms of models, Nezha V series delivered 5694 units, an increase of 48% year-on-year, is expected to lead the sales of 7 consecutive months ahead of the new car-making force pure electric SUV; Nezha U series delivered 3119 units, an increase of 1746% year-on-year, is expected to be the top three in sales of A-class pure electric SUVs of the new car-making forces for 5 consecutive months.
From the perspective of sales in April, due to the impact of the domestic epidemic and the upstream supply chain, the sales volume of the automobile market is obvious, but Nezha's automobile sales have increased against the trend, becoming one of the few enterprises in the industry to achieve a sharp rise against the trend. Recently, Nezha Automobile also said that Nezha Automobile has always made popular products, and the original intention of building cars for the people has not changed.
In April, 5,074 new cars were delivered, and NIO ET7 accounted for 693 units
NIO also announced its April delivery data in early May, delivering a total of 5,074 units in April, of which 693 units were delivered by NIO ET7. By the end of April 2022, the total delivery volume of several pure electric vehicles of ES8, ES6, EC6 and ET7 under NIO reached 197912 units.
Previously, on April 26, a South Pole Star Blue NIO ET7 drove out of the detection line, and NIO's 200,000th mass production car officially rolled off the production line. From May 2018 to April 2022, NIO reached 200,000 mass production vehicles off the production line in less than four years. Among them, the second 100,000 vehicles off the production line took a year.
The roll-off of the 200,000th production vehicle is an important milestone in NIO's overall acceleration in 2022. The new MODELS ET7, ET5 and ES7, which were born on NIO's technology platform NT2, will be delivered one after another. According to EV Vision, the 2022 ES8, ES6 and EC6 models equipped with the latest smart cockpit hardware, as well as the existing user smart cockpit upgrade plan, will be released soon.
With 4,167 units delivered in April, the Ideal L9 is about to go on sale
At the beginning of May, Ideal Auto also announced the delivery data for April 2022, with a total of 4167 deliveries of Ideal ONE, and since the beginning of delivery, the cumulative delivery volume of Ideal ONE has reached 159971 units. Next, the ideal L9, which focuses on the full-size SUV market, is also about to go on sale.
Previously, due to the impact of the epidemic, Ideal Auto issued an explanation for the delay in the delivery of new cars for some users. The explanation said that the main reason for the delay in delivery is that supply chain companies in Jiangsu, Zhejiang and Shanghai regions cannot supply, and Ideal Auto will strive to control the delay within 3 weeks, which will have a great impact on production in April.
At the same time, EV Vision learned from Shen Yanan, co-founder and president of Ideal Automobile, that Ideal Automobile is working together with supply chain enterprises, hoping to actively restore production capacity and shorten the waiting period for ideal ONE users nationwide to pick up under the requirements of epidemic prevention and control.
Hechuang Automobile ordered 3,084 units in April, an increase of more than 6,500% year-on-year.
On May 1, Hechuang Automobile released its April order volume of 3,084 units, a year-on-year increase of more than 6,500%.
Some time ago, the Z03, the main sales model of the Hechuang brand, was renewed and upgraded, and its competitiveness was further enhanced. There are 7 versions of the 2022 Hechuang Z03, and the price range after comprehensive subsidies is 132,800 to 178,800 yuan. The new car has a total of 55.4/64.6/76.8kWh three battery versions, and the CRUIC range is 430km to 620km under CLTC conditions.
With the main model Z03, Hechuang Automobile has a certain amount of "volume capital", and we can expect that Hechuang will perform better in the next period of time.
Write at the end
Judging from the April sales charts. In addition to BYD, the impact of all car companies is very obvious. First of all, car companies must solve the impact of the epidemic on supply chain and logistics, and rebuild consumer confidence, so that the new energy vehicle market is "hot" again. But at the moment, this process still needs time, and I hope that everyone's sales can pick up quickly.