On the first day of every month, the new power car companies will hand in a report card.
I don't know if the car companies miss the slow and leisurely rhythm of the past, the rhythm that is not too much to change the model once a year. Now, car companies can't wait to launch their main products twice a year, OTA upgrades have to be done at least 5 or 6 times a year, and monthly sales can no longer wait for the third-party agency to delay until the middle of the month before releasing them.
Without further ado, let's get to the point now.
The new hybrid force is firmly at the top
On July 1, the new power car companies collectively announced the delivery results of the previous month.
Among them, five companies, including Ideal, Hongmeng Zhixing, Weilai, Leap, and Zeekr, delivered more than 20,000 vehicles. As a new hybrid force that relies on the extended-range "oil and electricity all-in-one", Ideal and Wenjie occupy the absolute head, and its monthly sales exceed that of the head pure electric new force more than double.
In June, the monthly delivery volume of Li Auto rebounded to 47,000+, of which the sales of the main product Li L6 reached 20,000 units. From the perspective of positioning, the ideal L6 is a "savior" product.
The length, width and height of the ideal L6 are 4925/1960/1735mm, and the wheelbase is 2920mm. For reference, the Ideal L7 has a length, width and height of 5050/1995/1750mm and a wheelbase of 3005mm. At present, the ideal L series products provide the option of super large cup and large cup for users to choose, among which L7/8 belong to large cups, and their main differences are reflected in the seat layout; L6 still belongs to the category of large cups.
Although the ideal L6 does not provide the space of the family flagship specifications, the magic carpet chassis with a highly optimized experience, it has a high score in terms of visual sense of luxury, practicality, etc., in addition, Nappa leather seats, four-screen interaction, Qualcomm Snapdragon 8295P chip, 1920W high-power audio, dual 50W wireless mobile phone air-cooled charging are also complete.
If the top-level configuration optimization is the last 5%-10% of the subtle experience, then the ideal L6 with flagship level on the whole is obviously more cost-effective, and in the case that the brand has occupied a strong position, the ideal L6 is almost difficult to succeed.
In the first half of this year, the cumulative sales of all Hongmeng Zhixing products reached 194207 units. If you think about it, you also know that the Wenjie series, which entered the game earlier, is of course the main force of the family.
In June, the delivery volume of M9/M7/M5 reached 17,241/18,493/7,046 units, respectively. From the perspective of sales structure, the Wenjie series of products have been close to luxury brands, and the main products are high-end products. What is even better than BBA is that the sales volume of the flagship product M9 in the Wenjie series is actually very close to the sales volume of the main product M7, which is still rare.
At present, DENZA Auto is the leader of the popular product D9, with monthly sales of 12,275 units in June, of which nearly 90% is contributed by DENZA D9, and the DM-i version is the absolute main force.
The new power of pure electric vehicles - turning over
In Q2 this year, NIO delivered about 57,400 new vehicles, a year-on-year increase of 143.9%; In the first half of this year, NIO delivered about 87,400 new vehicles, a year-on-year increase of 60.2%; As of June 30, NIO had delivered a total of about 537,000 new vehicles.
Under the premise of continuous product upgrades, NIO continues to expand brand awareness from multiple dimensions. Thanks to the help of the battery swap alliance and BaaS solutions, as well as the recent measures such as the founder Li Bin grabbing traffic in the live broadcast circle, it has helped to improve the delivery.
In June, ZEEKR and Leapmotor both hit record highs, achieving monthly deliveries of more than 20,000 units for the first time.
ZEEKR delivered 20,106 new vehicles, a year-on-year increase of 89%; From January to June, ZEEKR delivered 87,870 new vehicles, a year-on-year increase of 106%; In terms of specific models, ZEEKR 001 has delivered more than 10,000 vehicles for 3 consecutive months.
Leapmotor delivered 20,116 new vehicles, a year-on-year increase of 52%, of which more than 11,300 Leapmotor C10/C11 were delivered; From January to June, Leapmotor delivered a total of 86,696 new vehicles.
Xpeng Motors delivered 10,668 new vehicles in June, a year-on-year increase of about 24%; From January to June, Xpeng delivered 52,028 new vehicles, a year-on-year increase of about 26%.
During the same period, Nezha Automobile delivered 10,206 new vehicles, and the cumulative delivery volume from January to June was 53,770 units.
During the same period, Xiaomi SU7 delivered more than 10,000 units. Three months after the start of delivery, Xiaomi's sales are finally no longer in the early 2,000s, and it has caught up with Xiaopeng Motors, which is an "old-timer".
Recently, Xiaomi Auto said that the brand will also build 17 new stores in June, and plans to add another 17 stores in July, which will cover Jinan, Changzhou, Changchun, Guiyang and other cities. It is expected that the delivery volume of Xiaomi cars in July will also exceed 10,000.
In June, Changan Deep Blue delivered 16,659 new vehicles, and the cumulative delivery volume from January to June reached 83,858 units.
In the first half of this year, Changan Automobile Group blossomed in many places, and the sales volume of Changan Automobile's new energy part reached 299,000 units, a year-on-year increase of more than 69%; In addition, Changan Qiyuan's delivery volume from January to June reached 72,968 units, and AVATAR's sales volume reached 29,030 units in the same period.
Bang Reviews
In June, NIO, ZEEKR, Leap, Xiaomi, etc. all set a new high in delivery, and 10 of the new car companies sold more than 10,000 per month, and the Ideal and Wenjie series, which are mainly hybrid products, have achieved more than 40,000 results.
With a stable monthly sales volume of more than 10,000 units, the DENZA D9 has successfully achieved a breakthrough and pushed the new energy MPV to a new height, and can even compete with luxury SUVs. However, it is also obvious that only one popular model still cannot push the brand to a higher height, and if it wants to compete with brands such as Ideal and Hongmeng Zhixing, DENZA also needs more popular products as support.
At present, the hybrid technology of different technical routes has become more and more mature, whether it is DHT, DM-i or range extender, these rankings are relatively not very sensitive to users, and the attributes of oil and electricity, the induction of policies will package and summarize these technologies to form hybrid products.
The strong rise of hybrid products is not only due to technological breakthroughs, but also from the continuous accumulation of new technologies after they are put on the market. With the expansion of the new energy base, the traditional fuel vehicles with stagnant technology have been eliminated more sharply, and the trend of domestic automobiles to electrification and intelligent transformation is also more obvious.