The delivery exceeded 50,000 in August, and Ai'an, who was "conferred on God", may have reached the limit

In 2022, there was a clear shortage of supply in Aion. After the expansion of the production capacity of the Aion First Plant in February 2022, the production capacity will be 200,000 units per year, with an average monthly production capacity of less than 20,000 units. However, in the seven months from May to December 2022, sales exceeded 20,000 units per month, and even exceeded 30,000 units in three months. It is obviously building cars overtime, and demand exceeds supply. The outside world cannot speculate how many new orders Aion has every month, and it is impossible to see the upper limit of its sales capacity, and it can only be sure that the new order volume must be greater than or equal to the sales volume.

At the end of 2022, the second plant of Aion will be put into operation, and the standard production capacity will also be 200,000 units, that is, the standard annual production capacity of Aion will be increased to 400,000 units, with an average monthly capacity of 33,000 units. However, since March 2023, Aion has been selling more than 40,000 vehicles a month, and it is also working overtime to build cars. Is it still greater than or equal to the work, is it greater than or equal to? On September 1, Aian announced an incident, speculating that supply may be equal to demand.

On September 1, Aion announced the delivery information in August: production and sales of 45,029 vehicles, terminal delivery of 52,057 vehicles. In one month, deliveries exceeded sales (wholesale) by 7,028 vehicles, indicating that dealers had at least 7,028 vehicles in stock in August. Although the inventory is not large, it can show to a certain extent that Aion's recent production capacity has been able to cope with the volume of new orders.

According to the current standard production capacity of 400,000 vehicles and the limit production capacity of 600,000 vehicles in the two plants, the Aian plant is full of firepower and can just meet the demand.

However, the booming Ai'an will certainly not stop there. In the absence of new vehicles in the near future, it is inevitable that prices will be reduced or increased to drive sales, and a third plant will be implemented as soon as possible.

The news of the price reduction of Haobo GT on September 1 just confirms the editor's statement. The Haob GT model of the Haober brand under Aion announced the addition of 2 new configurations and adjusted the price of one configuration. The configuration and specifications are as follows: 710 rear-drive overcharge version 239,900 yuan; 710 rear-drive supercharging Pro version 259,900 yuan, equipped with high-speed NDA intelligent navigation assistance system; 710 rear-drive supercharged seven-wing version: 259,900 yuan, equipped with wind dance rotor (door) and wind hidden rear wing. Among them, the 710 rear-drive supercharged seven-wing version and the 710 rear-drive supercharged Pro version are both new models, priced at 259,900 yuan. The price of the 710 rear-drive supercharge version was reduced by 20,000 yuan, and the adjusted price was 239,900 yuan. In addition, a sales policy of 3 years 0 interest/0 monthly payment/15% down payment is also given.

It is reported that in July, Aion officially took over the GAC-Mitsubishi plant, and the third plant will be put into operation in 2024.

Write at the end

At the current point in time, it is speculated that Aion has a new order of about 50,000 vehicles per month, and it seems that the evidence is relatively sufficient, and the outside world can finally see the upper limit of Aion's sales. But Aion will soon break this upper limit, because Haobo GT price reduction and increase, demand will increase again, how much? According to the current production capacity, the outside world can not speculate. In short, it is right to know that it is very strong.

According to the 2023 semi-annual report disclosed by GAC Group, Aion achieved profitability for two consecutive months in June and July, and it is already the third new energy vehicle company to start making a profit after BYD and Lili.