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Ideal skyrocketing! The sales list of the new power came in the first half of the year.

2024-03-04 Update From: AutoBeta autobeta NAV: AutoBeta > News >

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AutoBeta(AutoBeta.net)07/01 Report--

On July 1, the major new power brands announced the latest monthly and delivery volume in the first half of 2023 as scheduled. According to the ranking list of the "Tramway report," only Xiaopeng delivered less than 10,000 cars in June, while other car companies delivered more than 10,000. Among them, the ideal car, once riding off the dust, ranked at the top of the list of new car-building forces in China with a delivery volume of 32575. Xiaopeng was at the bottom, delivering only 8620 in June.

From the first half of 2023, ideal car is still at the top of the list, and the cumulative delivery volume in the first half of the year has exceeded that of 2022, while Xiaopeng Motor fell 39.99% from the same period last year to the bottom.

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First, let's take a look at Xiaopeng Motors. Data show that Xiaopeng delivered 8620 cars in June 2023, a year-on-year drop of 43.64%, making it the brand with the highest decline on the list, with an increase of 14.84% month-on-month. According to the analysis of the previous six months, Xiaopeng delivered a total of 41435 cars, down 39.93% from the same period last year, which is also the brand with the worst decline on the list. For comparison, in the same period last year, Xiaopeng ranked first in both monthly and semi-annual deliveries, but is now at the bottom of the brand.

So far, Xiaopeng car models on sale include Xiaopeng P7, Xiaopeng P7i, P5, G3i, G9 and G6, of which the G6 is the latest model launched by Xiaopeng. It launched a total of five models on June 29, with a price range of 20.99-276900 yuan, with two-wheel drive and four-wheel drive, equipped with electric tail and lidar, and will be available for Standard Tesla Model Y.

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As for whether Xiaopeng can fight a "turnaround" in the second half of the year? From the analysis of the current product structure of Xiaopeng, Xiaopeng G3 and P5 have entered the middle and end of the product, and the competitiveness of the pure electricity market at the level of 10-200000 is gradually weakening, while Xiaopeng G9 is also facing challenges at the sales end because of its relatively high price. This also means that Xiaopeng P7i and G6 models will to a large extent become the support of Xiaopeng car sales. Of course, he Xiaopeng also has high hopes for the Xiaopeng G6. He Xiaopeng, chairman of Xiaopeng Automobile and CEO, said that the Xiaopeng G6 is a successful product only if it sells at least 10,000 yuan a month. At the new car press conference, he Xiaopeng said bluntly: "I am confident that the Xiaopeng G6 will be sold to the top seller of 250000 yuan SUV within two months."

In the Wei Xiaoli camp, NIO delivered 10707 vehicles in June, up 73.96 per cent from a month earlier, but down 17.39 per cent from a year earlier. The Tramway report believes that the return of delivery to 10,000 vehicles in June may be related to the price reduction of the model. On June 12, Xilai officially announced that it would adjust the rights and interests of users and the price of all models, abolish the free replacement of electricity for life, adjust the vehicle warranty period from 10 years to 6 years or 150000 kilometers, and reduce the price of new cars by 30, 000 yuan. By the end of June, a total of 54561 vehicles had been delivered, an increase of 7.35 per cent over the same period last year.

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Throughout the list, the ideal car is undoubtedly the most eye-catching performance on the list. Data show that a total of 32575 ideal cars were delivered in June, an increase of 150.12% over the same period last year and 15.20% month-on-month. This is the first time that ideal cars have delivered more than 30, 000 vehicles this year.

According to the official website, ideal cars on sale currently include ideal L9, L8 and L7 models. According to official data, monthly delivery of ideal cars this year shows a monthly growth trend, with a total delivery of 139117 vehicles from January to June this year, an increase of 130.31% over the same period last year. Based on the ideal car's annual sales of 300000 vehicles at the beginning of the year, the completion rate of the ideal car in the first six months was 46.37%. Yesterday, Li Xiang, Chairman and CEO of ideal Automobile, said in a letter to all employees that the goal of ideal Automobile is to achieve the first sales of all luxury brands in the Chinese market (that is, the first sales of all passenger cars over 200000 yuan), with a delivery volume of 1.6 million vehicles per year.

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Let's take a look at Nezha cars of the second-tier new power brand. Data show that a total of 12132 cars were delivered in June 2023, down 7.79% from the same period last year and 6.88% from the previous month. It is the only brand on the list that has declined from the same period last year. Cumulative delivery in the first six months also fell 1.13% year-on-year to only 62417 vehicles. Officials did not give an explanation for the decline in delivery. However, Zhang Yong, CEO of Najia Automobile, said on Weibo a few days ago that "we should return to our rightful place in September at the latest". As for the fierce "price war" in the first half of the year, Zhang Yong called on: "We should not blindly participate in the price war. If the product does not have gross profit, the enterprise does not have enough cash flow, and it is irresponsible for users to get caught up in the price war blindly."

On July 1, Nahu U- Ⅱ challenge version officially launched, the new car launched a total of 5 models, the price range of 11.88-142800 yuan, the car positioning pure electric compact SUV, this challenge version of the model is mainly to upgrade the original dual 8-inch screen to 12.3in twin large screen, power, Nahu U- Ⅱ 400,500 series models are equipped with a maximum power of 120kW permanent magnet synchronous drive motor The peak torque is 210Nm, and the service life of CLTC is 401km and 501km respectively.

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In sharp contrast, zero-running cars, which also focus on low-end models, performed well in June, ranking second on the list with 13209 deliveries, an increase of 17.32% year-on-year and 9.55% month-on-month, a record high for delivery. But if you scale up the time to the previous six months, zero-running cars are still down 14.41% from a year earlier, delivering only 44502 cars. Zhu Jiangming, founder and chairman of Zero Motor, once said: "if Zero's sales don't go up in 2023, there will be no hope behind it."

Interestingly, zero-running cars officially posted a poster on Weibo today, showing that in the second quarter of this year, when the competition became increasingly fierce, zero-running cars firmly ranked second among new power car companies in terms of risks in the past two months. Zero-running C11 has finally become a real popular style after two years of market test. Official figures show that more than 11600 zero-running C-series models were delivered in June, accounting for more than 87% of the total number of Ting C11 cars delivered, which officials say has become the first place in Class B new power SUV.

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In addition to the new power brands, other new energy vehicle brands also release sales. Among them, GAC EA directly started the galloping model in the 10-200000 pure electric market, delivering 45013 vehicles in June, an increase of 86.7 per cent year-on-year. Judging from the sales performance in the first six months of this year, GAC Ean's cumulative sales in 2023 reached 209300 vehicles, an increase of 109 per cent over the same period last year. According to the plan, the annual sales target of GAC Ean is to guarantee 500000 vehicles and compete for 600000 vehicles, with a target growth rate of more than 84.5%. Based on 500000 vehicles, the completion rate of GAC Ean in the first half of the year is 41.87%, and it is expected that it is more likely to achieve the annual sales target.

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In addition, 10620 polar krypton cars were delivered in June, an increase of 146.9% over the same period last year and 22.4% month-on-month, with a total of 120581 delivered by the end of June. Polar krypton CEO an Conghui revealed that polar krypton will ensure the delivery target of 140000 vehicles for the whole year in 2023, four new models will be added in 2024 and 2025, and eight models will support the annual sales target of 650000 vehicles in 2025.

There was also a marked increase in Lantu cars, with delivery volume of 3007 vehicles, an increase of 150% over the same period last year, achieving sales of more than 3000 vehicles for four consecutive months.

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Skyworth delivered 3258 vehicles in June, an increase of 190.42% over the previous month, and a total of 9927 vehicles were delivered in the first half of the year. On June 23, Skyworth HT-i Ⅱ officially launched four models with a price range of 128000-259800 yuan. On the same day, Skyworth's medium-sized pure electric SUV--EV6 II also officially launched four models with a price range of 156800-289800 yuan. As for whether the new car can boost Skyworth's overall sales after the launch remains to be verified.

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Comprehensive "tram report" statistics of the ranking situation, in the first half of this year, a number of domestic new power brands performance is still "a few happy and a few sad, of which" Wei Xiaoli "three car companies have changed, especially Xiaopeng car, the decline is particularly obvious.

2023 is regarded by the industry as the year when the new energy track begins the knockout stage, and the competition in the current car market is particularly fierce. with the reform of the car market, car companies will face more pressure in the second half of this year than ever before.

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