As the May Day Golden Week's car week sales, this time not everyone was happy. Judging from the weekly sales of new forces in the 19th week of 2024 (5.6-5.12) (note: the actual amount of insurance), 2 of them have weekly sales of more than 5,000 vehicles, while 3 have weekly sales of more than 4,000 vehicles, and the rest of the companies have sold less than 3,000 vehicles. This means that according to the current trend, there will be at most two brands with monthly sales of 30,000+ in May, and there may even be only one. At the same time, there will only be 4 stores with monthly sales of more than 10,000. This will also be the fewer month for new power cars to sell more than 10,000 units.
Specifically, the weekly sales of Ideal last week were 8,000 units, and the sales volume in the first week of May was 5,300 units, an increase of more than 2,700 units month-on-month. This is due to the fact that Ideal received a large number of orders during the May Day period. According to the official data of Ideal, during the first sales period (April 18-May 5), orders for L6 have exceeded 41,000 units. According to the L6 order data previously released by Ideal, during the May Day holiday alone, L6 orders reached 21,000 units. However, it should be pointed out that the new order of 21,000 units of the ideal L6 can be refunded within 7 days, and the final sales performance depends on the order conversion.
It is also reported that in the total delivery of 8,000 units, L6 is close to 2,800 units at most, followed by L7 with more than 2,100 units, L9 ranks third with more than 1,500 units, L8 ranks fourth with more than 1,300 units, and as for the ideal MEGA, there are only more than 100 units. However, Li Auto has delivered a total of 10,800 vehicles this month, ranking first among the new forces.
In the first week of May, sales were 4,900 units, compared to 6,000 units last week, an increase of more than 1,100 units. In the second week's delivery list, Wenjie ranked second among the new power brands. Also during the May Day period, the number of orders in the world was also good. According to official data, during the holiday period from May 1 to May 5, it also delivered a total of 11,000 units of all models, with an average daily order volume of about 2,200 units. A total of 8,100 vehicles were delivered this month, ranking second among the new forces.
However, now "Hongmeng Zhixing" is the main brand of China, and in the specific statistics, it will attack with the world + the wisdom world.
In terms of specific models, the new M7 is 1,900 units, while the M9 is as high as 3,700 units, and the new M5 will only begin to be officially delivered in batches this week. It is reported that in the core cities of the Yangtze River Delta, the orders of Zhijie S7 in April have surpassed that of Wenjie M7. This is also a more interesting trend in Hongmeng Zhixing.
The third place is Leapmotor, which continues to hold the third place in the weekly list of new forces. On May 14, Leapmotor officially signed an export contract with Stellantis Group, and it is expected that the sales of Leapmotor will increase greatly from the second half of the year.
The fourth place is Weilai, with a single week of 4,400 units, which has a very obvious improvement, after all, only selling pure electric vehicles, it will indeed be in a weak position, and Weilai's sub-brand Ledao Automobile is about to be released, and the first car will be benchmarked against Model Y, which will become a volume model.
No. 5 Xpeng Motors. Xpeng sold only 1,400 units in the first week of May, but rebounded to 2,300 units in the second week. However, from May 1 to May 12, Xpeng delivered 2,800 vehicles. This means that in May, Xpeng's sales will probably be between 7-8,000 units, and it will not exceed 10,000 again. Like NIO, it is difficult for Xpeng to increase sales with only pure electric models, and perhaps Xpeng should really launch an extended-range version of the model.
The sixth place is Xiaomi Auto. Xiaomi delivered 1,100 vehicles that week, which has been declining for 4 consecutive weeks. In the last four weeks, Xiaomi's deliveries were 01,300 (April 29-May 5), 1,700 (April 22-April 28), 1,700 (April 15-April 21), and 2,400 (April 8-April 14). After hitting a peak of 02,400 units in the week of April 8, Xiaomi's weekly sales have fallen for four consecutive weeks. According to Xiaomi's data, its orders exceeded 88,000 as early as the end of April, and it is still puzzling that weekly deliveries continue to decline without a shortage of orders. The only plausible explanation is that there is a problem with Xiaomi's production capacity.
Nezha Automobile continues to be at the bottom of the new forces, and there is no relevant data yet.
In addition, in the new brand, ZEEKR cars sell 04,000 units in a single week, and similar to NIO, ZEEKR also only provides pure electricity, which is indeed more difficult to increase compared to new energy with fuel tanks. Deep Blue Automobile, Denza Automobile, and VOYAH Automobile, the corresponding deliveries were 2,500 units, 2,200 units, and 1,200 units. As far as the entire new energy vehicle market is concerned, BYD sold 68,500 units in a single week from May 6 to 12, Tesla sold 9,800 units, Wuling sold 9,400 units, Aion sold 8,100 units, and Changan sold 4,300 units.
(The new forces in this article only refer to cross-border car brands, including NIO, Xpeng, Ideal, Wenjie, Xiaomi, Leap, Nezha, Gaohe, Hechuang, etc.)