Per reporter: Sun Lei Per editor: Pei Jianru
On November 1, domestic new car manufacturers successively announced the delivery data for October. Among them, the monthly delivery volume of Xiaopeng Automobile once again exceeded 10,000 units, reaching 10,100 units, an increase of 233% year-on-year, ranking first among the new car-making forces. As of the end of October this year, the cumulative delivery volume of Xiaopeng Automobile in history has exceeded 100,000 units.
In terms of single-model deliveries, the Xiaopeng P7 delivered 6,044 units in October, an increase of 187% year-on-year; the Xiaopeng G3 series delivered 3,657 units, setting the best monthly delivery of this model since its launch in 2018. The third production model, the Xiaopeng P5, which went on sale on September 15, also delivered 437 units in October.
Watchmaking: Per reporter Sun Lei
At the end of October, the Financial Associated Press reported that according to people familiar with the matter, due to the serious shortage of radar chips, the delivery of Xiaopeng Motors' new cars will be affected. Xiaopeng Automobile may deliver the model that lacks millimeter wave radar first, and then reload the millimeter wave radar later. In this regard, the Daily Economic News reporter asked Xiaopeng Automobile for verification, and the other party said: "The specific information we published shall prevail." ”
He Xiaopeng, chairman and CEO of Xiaopeng Automobile, once said: "Regarding the shortage of key components such as chips, we will adopt a series of policies, including placing more explicit orders in advance, reaching cooperation agreements with chip manufacturers and major Tier1s, and possibly using investment means or working with relevant government departments to do a joint procurement system for chips." ”
Ranking second in the October sales list of new car-making forces is Nezha Automobile. Official data shows that Nezha Automobile delivered a total of 8,107 vehicles in October, an increase of 294% year-on-year. Among them, the October delivery of Nezha U Pro exceeded 5,000 vehicles.
On October 27, Nezha Automobile officially announced the completion of the D1 round of financing of 4 billion yuan. It is reported that in this financing, 360 (that is, 360) led the investment of 2 billion yuan, and many investment institutions such as CCB International Capital Management (Tianjin) Co., Ltd., CITIC Securities Investment Co., Ltd., Shenwan Hongyuan Hong Kong New Energy Industry Fund, Guangzhou Jifu Qiming Venture Capital Partnership (Limited Partnership) and other investment institutions followed suit.
Image source: Per reporter Zhang Jian photographed (data map)
Some analysts believe that compared with Weilai, Ideal and Xiaopeng Automobile, Nezha Automobile's own Internet genes are less. With the investment of 360 and the strategic cooperation with Internet companies such as Huawei, Horizon, and SenseTime, it may make up for its shortcomings in this regard.
In October, Ideal Cars delivered 7,649 Ideal ONE units, up 107.2% year-on-year, ranking third. Shen Yanan, co-founder and president of Ideal Auto, said: "The number of new orders for Ideal ONE exceeded 14,500 in October, and we are working fully with our suppliers to restore the supply of millimeter wave radar. ”
It is worth mentioning that Ideal Auto has previously encountered a shortage of millimeter wave radar chips, and released the "Ideal ONE Delivery Solution Communication", opening a special delivery plan of "First Delivery and Then Reload Radar", which aims to shorten the delivery time of users' new cars by splitting the delivery process.
WM Auto delivered a total of 5,025 new cars in October, an increase of 67.3% year-on-year, setting a new monthly sales record and ranking fourth in the sales list of new car-making forces. In the first 10 months of this year, WM Motor delivered a total of about 34,100 vehicles, an increase of 101.7% year-on-year. Since its deliveries began in September 2018, WM Motors has delivered approximately 78,600 vehicles.
In October, WM Motors released its first pure electric sedan, the WM M7. It is understood that the model is equipped with 3 autonomous zoom high-precision super-vision solid-state lidar, equipped with 4 Orin-X top automatic driving chips, and is expected to be delivered within 2022. At the same time, WM Motor also announced in October that it would receive a financing round of more than US$300 million from PCCW Limited and Co., Ltd., plus the signing of D2 financing agreements by several other internationally renowned investment institutions, which will receive a total of US$500 million.
Some people say that WM is making efforts in both products and capital markets in order to accelerate the return to the first camp of new car-making forces. A source revealed to reporters that after completing this round of financing, WM Motors may begin to prepare for landing on the Hong Kong Stock Exchange.
NIO delivered 3,667 vehicles in October, slipping from september's sales of new car-making forces to fifth place on the list. Nio Said it said that sales fell in October due to the upgrading of some production lines and the launch of new products. It is understood that in October, the production line of Jianghuai Weilai Hefei Manufacturing Base completed a phased transformation, and since late October, the Hefei Manufacturing Base has gradually resumed production.
Image source: Per reporter Li Xing photographed (data map)
With 3,654 units, the zero-run car ranked sixth in the october sales list of new car-making forces. Zero-run cars said that due to the industry's "lack of cores" and industrial power curtailment, which had a certain impact on the production capacity of some supply chains, deliveries declined month-on-month. However, zero-run cars revealed that their current order volume performance is acceptable, and they received orders for about 12,800 units in October. Among them, the zero-run C11 has received about 11,100 orders since its launch.
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