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New Power delivery list in August: all the five car companies sold more than 10,000.

2024-03-02 Update From: AutoBeta autobeta NAV: AutoBeta > News >


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On September 1, the major new power brands announced the latest monthly delivery volume as scheduled. According to the ranking statistics of the "Tramway report", in August, the five car companies, ideal Automobile, Lulai Automobile, Zero running Automobile, Xiaopeng Automobile, and Nahan Automobile, all delivered more than 10,000 vehicles, of which ideal Automobile was ahead of a large number of car companies with 34914.


According to the data, ideal delivered a total of 34914 new cars in August, an increase of 663.82% over the same period last year, and a total of 208165 new cars were delivered in the first eight months of this year, an increase of 176.10% over the same period last year. According to the data, the ideal car far surpasses other car companies in terms of both monthly and annual sales.


On August 30, ideal Automobile officially issued an insurance subsidy policy with a time limit of 10,000 yuan. for the new purchase of any model of ideal L9, ideal L8 or ideal L7 from August 30, 2023 to September 30, 2023, and purchase car insurance through cooperative insurance institutions, you can enjoy an insurance subsidy of 10,000 yuan. It is understood that this is the ideal car recently released the first nationwide promotion policy. Industry insiders believe that this preferential promotion measure may be to boost sales in the third quarter of this year. Data show that from May to July this year, ideal car sales were 28300, 32600 and 34100 respectively, up 24.5%, 15.2% and 4.7% respectively from the previous month, showing a slowing trend.

It should be noted that after three consecutive months of delivery of more than 30, 000 vehicles, ideal Motor Chairman Li Xiang gave a higher KPI. Li Xiang said at the second-quarter earnings meeting that the target of selling 40, 000 vehicles a month in the fourth quarter of this year will be challenged.

Second on the list was Lulai, which delivered 19329 vehicles in August, up 81.03 per cent from a year earlier but down 5.54 per cent from July. According to the data, the cumulative delivery of only 23520 vehicles in the second quarter of this year, down 24.2% from the previous quarter, is the lowest in a single quarter since the second quarter of 2021. However, from the point of view of sales in July and August, sales of Lulai cars have rebounded. By the end of August, a total of 94352 vehicles were delivered in the first eight months of this year, an increase of 31.86% over the same period last year. According to the plan, the delivery target for the third quarter is 55000 to 57000, in other words, it needs to deliver 15000 to 17000 in September to meet the quarterly target.


At present, the models on sale of NIO include ES8, ES6, ET7, EC6, ET5, ET5T, ES7 and EC7. Among them, the new EC6 will be launched this month, when the iteration of all models to the second-generation technology platform will be completed.

As for Xiaopeng, its delivery volume also showed an obvious pick-up trend, with a total of 13690 vehicles delivered in August, an increase of 42.93% over the same period last year and 24.36% month-on-month growth, with more than 10,000 vehicles delivered for two consecutive months. So according to this trend, can Xiaopeng fight a "turnaround" in the second half of the year? From the analysis of Xiaopeng's current product structure, 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 largely become the support of Xiaopeng car sales.

As a key model, the Xiaopeng G6 delivered 7068 vehicles in August, an increase of 80 per cent over the previous month. Xiaopeng said that in the early preparation and supply, production and delivery of the rapid response, G6 capacity climbing effect is significant, only 45 days to start delivery to reach 10,000 delivery milestone. At present, Xiaopeng is further increasing the production capacity of the G6 and speeding up the delivery of on-hand orders.


In recent months, Xiaopeng has been constantly moving. in addition to its "marriage" with Volkswagen, Xiaopeng announced on August 28 that it would also cooperate with Didi. Industry insiders believe that with the landing of the cooperation between the two sides, there will inevitably be more Xiaopeng car-hailing in the follow-up market, and the huge online car-hailing market may boost Xiaopeng car sales.

In addition to "Wei Xiaoli", zero-running cars and Nashi cars also achieved the delivery performance of more than 10,000 vehicles in August. According to the data, a total of 14190 zero-running cars were delivered in August, an increase of 13.29% over the same period last year, but decreased by 1.01% month-on-month, of which the C series accounted for more than 85%, while the C11 series delivered more than 10,000 vehicles a month, making it the main sales force. It should be noted that on August 1, Zero announced an adjustment to the prices of some of its C11 pure electric and C01 models, with a maximum reduction of 20,000 yuan. By the end of August, a total of 73027 zero-running cars had been delivered in the first eight months of this year, down 4.62 per cent from the same period last year.

After two months of month-on-month decline, car deliveries finally rebounded in August, with 12103 vehicles delivered in August, up 20.56 per cent from the previous month, but still down 24.44 per cent from a year earlier. As for the reason for the month-on-month increase, it may have something to do with the lower prices of its Negro S and Negro AYA models. The new Nezha S and Nezha AYA models that have been launched before have lower prices than the old models, with the starting price reduced by 30, 000 yuan compared with the old models.


In addition to the new power brands, other new energy vehicle brands have also released the latest sales figures.


Among them, GAC Ean sold 52057 vehicles in August, another monthly high, with cumulative sales of 299390 vehicles in the first eight months, an increase of 96.57 per cent over the same period last year. While domestic sales continue to rise, GAC Ean also accelerates the layout of overseas markets. On August 21, 100 AION Y Plus were concentrated in Nansha Port of Guangzhou, and the first export vehicles of GAC Eian were shipped to Linchaban Port, Thailand, which was the first time that GAC Ean shipped the whole vehicle to overseas markets. Four days later, GAC Ean signed a contract with seven ASEAN dealers from four countries, announcing the official launch of the Southeast Asian strategy.


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 59.88%. It is expected that it is more likely to achieve the annual sales target.

Data show that Deep Blue delivered 14736 new cars in August, of which the cumulative delivery volume of the Deep Blue S7 was 10039. At the 2023 Chengdu Auto Show, another model, Deep Blue SL03, was upgraded with a price range of 145900-191900 yuan. The new car is based on Changan EPA1 pure electric platform for research and development. The exterior design mainly adjusts the interior design and part of the configuration, and the rear driving force layout continues to be used in power. According to the original plan, in the next three years, Deep Blue will launch more than 2 new products each year, a total of more than 12 new and modified models, and move towards the long-term goal of 1.5 million vehicles.


In addition, 12303 polar krypton cars were delivered in August, an increase of 71.69% over the same period last year and 2.19% from the previous month-on-month growth. Of course, the increase in polar krypton sales was also related to the previous extreme krypton limited time discount of 30, 000-37000 yuan. A total of 144923 vehicles were delivered by the end of August. Polar CEO an Conghui revealed that polar krypton will ensure the delivery target of 140000 vehicles for the whole year in 2023. Polar krypton will add 4 vehicles in 2024 and 2025, and achieve the sales target of 8 models to support 650000 vehicles for the whole year in 2025. Polar Krypton wants to deliver 140000 new cars, which means that the subsequent climbing of the polar krypton X is crucial.


There was also a marked increase in Lantu cars, with delivery volume of 4009 vehicles in August, an increase of 65.05% over the same period last year, and an increase of 17.50% over the previous month, achieving sales of more than 3000 vehicles for six consecutive months. On August 19th, the new Lantu FREE officially went on sale, and the new car was reduced to one model and the price was reduced to 266900 yuan, with a drop of 50,000 yuan to 70,000 yuan compared with the listing price of the old model. The launch of the car may further boost the sales of Lantu cars.


Skyworth delivered 3258 and 3693 vehicles in August, an increase of 132.41 percent over the same period last year and 6.98 percent month-on-month. This is also the reason why Skyworth has achieved five consecutive months of growth since April, with cumulative sales of 17072 vehicles for the year.

Comprehensive "tram report" statistics of the ranking situation, although August is the traditional off-season of the car market, but whether new power brands or other brands have increased to varying degrees. According to preliminary estimates by the Federation of passengers, the retail market for narrow passenger cars in August was about 1.85 million, up 4.7 per cent from the previous month and down 1.3 per cent from a year earlier. Of these, new energy retail is about 700000, up 31.5 percent over the same period last year, 9.2 percent month-on-month, and the penetration rate is about 37.8 percent. For the growth of the new energy vehicle market, the HKIFA pointed out: "due to the slowdown in sales driven by the car purchase tax cut in August last year, and this year is the normal sales time, the trend in August is still strong compared with the same period last year. At the same time, this year is the first summer vacation after three years of control since 2020, travel enthusiasm is high, car purchase, change of travel is also a new choice for some families, which is conducive to car consumption. "

Next, the car market will usher in the traditional peak season of "Golden Nine and Silver 10", and Xiaopeng Motor and Zero running cars have taken the lead in launching model promotion activities. Cui Dongshu, secretary general of the Federation of passengers, analyzed that auxiliary measures such as issuing a large number of consumption coupons in some areas will further boost the enthusiasm of car consumption.

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