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The ranking changes again! NIO fell by double digits

2024-06-17 Update From: AutoBeta autobeta NAV: AutoBeta > News >


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On October 1, the major new power brands announced the latest monthly delivery volume as scheduled. According to the ranking statistics of the Tramway report, in September, ideal cars, Zero running cars, Ulay Motors, Xiaopeng Motors, and Naha Automobile all delivered more than 10,000 vehicles, of which ideal cars led the first group of car companies with 36060.


According to the data, a total of 36060 ideal cars were delivered in September, an increase of 3.28% month-on-month and 212.72% year-on-year, reaching a new high in a single month. This is also the result that it has delivered more than 30,000 vehicles in a row since June. As of September 30, 2023, the cumulative delivery volume of ideal Motor in the third quarter was 105108, an increase of 296.3 percent over the same period last year, and a total of 244225 new vehicles were delivered for the whole year, an increase of 180.95 percent over the same period last year.

As one of the new car-building forces in China, up to now, ideal car models on sale include ideal L9, L8 and L7 models, and all three models have good sales performance. Li Xiang, chairman and CEO of ideal Motor, said: "the number of orders for ideal cars in September has exceeded 40, 000. Three models of ideal L series have delivered more than 10,000 bikes for two months in a row. "

In addition to the above models, ideal Motor's latest flagship model, MEGA, will be officially launched in December this year and delivered in February 2024. According to the plan, the period from 2023 to 2025 will be the most important three years for ideal cars from stage 1 to 10. The goal of ideal cars is to achieve the first sales of all luxury brands in the Chinese market, with a delivery volume of 1.6 million vehicles per year.


Third on the list was Lulai, which delivered 15641 vehicles in September, up 43.79% from the same period last year, but fell 19.08% from the previous month, making it the only car company on the list that showed a month-on-month decline. It delivered a total of 109993 vehicles during the year, up 33.43% from the same period last year.


Previously, Li Bin, chairman of Lai Automobile, revealed at the second quarter earnings meeting: "NIO will next use more channels to cover and improve sales capacity to speed up the conversion of orders." Li Bin estimates that the monthly sales of four models of ET5, ET5T, ES6 and EC6 on sale in September may reach 15000-20, 000, adding up to an increase in sales of the remaining models, and is confident that monthly sales will be stable at more than 20, 000. In addition, on September 21, at the 2023 NIO Innovation and Technology Day, Li Bin revealed that the new entry-level brand Alps will be launched in the second half of 2024 and supports a number of "driver interconnection" features provided by the new NIO Phone.

Xiaopeng Motor, which ranked fourth in the new power delivery list, delivered a total of 15310 vehicles in September, an increase of 11.83 percent from the previous month and an increase of 80.80 percent over the same period last year. Xiaopeng G6 delivered 8132 vehicles, with a cumulative delivery volume of about 19400 vehicles.


During the year, Xiaopeng made many innovations, including internal organizational structure, marketing system, personnel management and product layout. Xiaopeng CEO once pointed out: "if it is not broken, we will only face the difference between dying early and dying late." In the past two months, Xiaopeng Motor has also been in constant movement. in addition to its "marriage" with Volkswagen, Xiaopeng announced on August 28 that it would also cooperate with Didi. Industry people believe that with the landing of cooperation between the two sides, there will inevitably be more Xiaopeng car-hailing in the follow-up market, and the huge ride-hailing market may boost Xiaopeng car sales.

According to the official website, Xiaopeng car models currently on sale include Xiaopeng P7, P5, G3i, G9 and P7i. Among them, 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. Xiaopeng G9, Xiaopeng P7i, G6 models will largely be the support of Xiaopeng car sales. On the 19th of last month, the 2024 Xiaopeng G9 officially went on sale, and the order for the car broke through 8000 within 72 hours on the market, which led to a rapid rise in store traffic. Xiaopeng Automobile said: "at present, Xiaopeng G6 production capacity has been significantly increased, and the next delivery process will be further accelerated." With the sale of the 2024 Xiaopeng G9, Xiaopeng Automobile is stepping up to improve the climbing speed of G9 production capacity and accelerate the delivery of orders on hand on the basis of the full preparation of pre-production and supply. "


In addition to "Wei Xiaoli", zero-running cars and Nashi cars also achieved the delivery performance of more than 10,000 vehicles in September. According to the data, a total of 15800 zero-running cars were delivered in September, up 11.35 percent from the previous month and 43.13 percent from the same period last year, a record high, ranking second on the list. By the end of September, a total of 88827 zero-running cars had been delivered in the first nine months of this year, a slight increase of 1.40% over the same period last year.

As for Nahu, it ranked last on the list, delivering 13211 cars in September, up 9.15% from a month earlier, but still down 26.63% from a year earlier, making it the only car company on the list that showed a year-on-year decline. A total of 97770 vehicles were delivered during the year, down 12.07% from the same period last year.

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


Among them, GAC Ean sales in September was 51596 vehicles, an increase of 71.89% over the same period last year, once again setting a new monthly high, but slightly down 0.89% from the previous month. The cumulative sales volume from January to September was 350986 vehicles, an increase of 93% over the same period last year. Judging from its monthly sales volume during the year, GAC Eian sales showed a monthly growth trend. According to the plan, GAC Eian's annual sales target is to guarantee 500000 vehicles and compete for 600000 vehicles, with a target growth rate of more than 84.5%. According to 500000 vehicles, the completion rate of GAC Eian is 70.20% in the first nine months of this year, and it is expected that it is more likely to achieve the annual sales target.

At present, GAC Ean's sales mainly come from two models, AION S and AION Y. in addition, Haopin GT, the first production car of Egan's new energy brand Haopin, was also launched in July, with a total of five models priced between 21.99 yuan and 339900 yuan. In September, "Haopin GT" added two new models, both priced at 259900 yuan, with two power configurations on the power. the maximum motor power is 180kW and 250kW, respectively, and the maximum torque is 355Nm and 430Nm. It is expected that the new car may continue to boost Ean sales.


Data show that in September, Lantu delivered 5010 vehicles, an increase of 24.97 percent over the previous month and 98.89 percent over the same period last year. This is also the first time that its sales have exceeded 5000. From January to September, it delivered a total of 27462 new cars, an increase of 102 percent over the same period last year. Up to now, Lantu Automobile's products on sale include the new Lantu FREE, Lantu Dreamer and Lantu Yuguang a total of 3 models. According to the plan, the sales target of Lantu car this year is 40,000-60,000 vehicles, with a completion rate of 68.66% Murray 45.77%.

Deep Blue delivered 17370 new cars in September, up 17.87 per cent from a month earlier. In addition to the Deep Blue S7, at the 2023 Chengdu Auto Show, another Deep Blue SL03 model 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 is mainly adjusted to 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, 12053 polar krypton cars were delivered in September, up 45.64% from a year earlier, but down 2.03% from a month earlier. A total of 156976 vehicles were delivered by the end of September. 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.

Lantu Automobile has the highest year-on-year growth rate on the list, with delivery of 5010 vehicles in September, an increase of 98.89% year-on-year and 24.97% month-on-month. 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 3635 cars in September, down 1.57 per cent from a month earlier and up 41.99 per cent from a year earlier. A total of 20707 vehicles were delivered during the year, according to its annual sales target of 40, 000, which means that the completion rate of Skyworth in the previous September was only 51.77%. It is still quite difficult for Skyworth to complete 19293 vehicles (an average of 6431 per month) in the remaining three months.

Comprehensive "tram report" statistics of the ranking situation, September is the traditional peak season, many brands have achieved year-on-year sales growth. According to data from the Federation of passengers, retail sales of narrow passenger cars are forecast to be about 1.98 million in September, up 3.1% from the previous month and 3.0% from the same period last year. Among them, retail sales of new energy are expected to be about 750000, up 4.7% from the previous month, up 22.3% from the same period last year, and the penetration rate is about 37.9%.

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