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Near the end of the year, with less than a month to go before the annual sales report, this is an extraordinary year for new energy vehicles, and the decline of subsidies is a blow to every new energy car company. This is especially true of new forces that already need "capital transfusion". As various car companies have released the latest November terminal sales data, there are both sad and happy.

Since the decline of policy subsidies in June, sales of new energy vehicles in the market have declined for five months compared with the same period last year. From July to November this year, sales of new energy vehicles in China were 80, 000, 85000, 75000 and 95000 respectively, down 4.7 per cent, 15.8 per cent, 34.2 per cent, 45.6 per cent and 43.7 per cent respectively.

The performance of new power car companies in recent months has formed a contrast with the new energy vehicle market. With the decline in the new energy market, new power sales have gradually recovered, and sales continued to rise in the three months from August to October. However, as the decline in the new energy market narrowed in November, the new power market as a whole declined again, with cumulative sales of 6292 vehicles in November, down 2.3% from the previous month.

In terms of specific models, the first is still NIO ES6, which has been unveiled in March since September. Not only that, ES6 has also appeared in the top 10 sales list of new energy models many times, so it can be seen that ES6 is indeed the sales burden of Xilai. Since the emergence of ES6, the performance of "Big Brother" ES8 appears to be very mediocre, with monthly sales averaging around 300 to 400 vehicles. In order to break through this phenomenon, it was also found in the Ministry of Industry and Information Technology that NIO will launch an "entry-level" ES8 to increase sales. As for the situation, it only depends on performance.

The most surprising model in November was the Nezhong N01, which sold only 17 vehicles in July and climbed to 1294 in November, an increase of 24% over the previous month, in the face of an overall decline in the market. Even Xiaopeng and Weima, who have surpassed the first echelon this month, have become the "second place" in November. Perhaps at the Guangzhou Auto Show in November this year, Nezha's unique marketing method made it bring unexpected performance. In addition, Nezhu, a new model, will also go on sale in February next year. The new model has a more technological appearance and will join the "scuffle" after the launch.

Compared with the first two, the performance of Weima EX5 is much lower, even if not the growth trend, Vimar delivered only 1082 new cars this month, down 34 per cent from the previous month. Judging from sales in recent months, Weimar's performance has been erratic, rising and falling. Of course, among the many new power models, the main market of Weima Motor is still the B-end market. Weima Financial Leasing (Tianjin) Co., Ltd. was established in July this year, with a registered capital of 800 million yuan, and many of its sales come from this.

The performance of the Xiaopeng G3 is similar to that of the Weimar EX5, sometimes high and sometimes low. In November, Xiaopeng slipped again to a thousand cars, falling outside the top three. Perhaps Xiaopeng has focused on the new model that is about to be delivered, which is its second model and the first sedan P7, and it is worth mentioning that its current orders have exceeded 15000.

As for other models are still the same performance, the market share is also very small, including zero run S011 January sold a total of 222, the upcoming new model has also been exposed, it is believed that it will win a certain market share.

From the perspective of cumulative sales this year, Weimar EX5 ranks first with absolute advantage, with cumulative sales of 15368 vehicles, accounting for more than 27% of the market. Xiaopeng G3 ranked second, with cumulative sales of 12893 vehicles. But it is worth noting that according to the brand, the combined sales of the two models are 17568, occupying the first place of the new power. although it is a "topic" car company, it also proves its strength in the market in terms of its sales. In addition, the annual sales of other models do not exceed 10,000 units.

In the whole new energy market, the performance of new power car companies is better than that of traditional new energy models, but the cumulative sales of new power vehicles this year is only 57100, accounting for a tiny share of 0.3% of passenger car sales in the same period. still can not reflect the overall performance of new energy vehicles. As 2019 is about to pass, there are still many new forces in the "difficult birth", and it is uncertain where to go in the future.

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