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With the gradual release of the consumer market in recent months, the domestic car market has also rebounded, but the new energy vehicle market, which is still at a low ebb, seems to have let many new power car companies go down, and the echelon differentiation is obvious.

According to the latest license volume data of new car-building forces in 2020, the overall performance in the first five months of this year is good, and the rising performance of new-power car companies against the trend is indeed outstanding for the new energy market, which has been in a decline. According to the license volume data of the new power of car building in May, the cumulative sales in May were 9551, up 83 per cent from the same period last year. The number of cars registered in the first five months reached 33200, up 54.5 per cent from the same period last year. Since the impact of the epidemic in February, the sales of individual car companies have rebounded to or even higher in the early stages of the epidemic.

From the situation shown in the specific sales table, the first echelon represented by Weimar, NIO, Xiaopeng and Hezhong still maintain a steady play. And as the final delivery of the new power car company ideal car has also successfully squeezed into the first echelon. On the other hand, new forces such as Aichi and Zero are in the second echelon with relatively slow performance, while new power car companies such as Singularity and Skyline Motors are still difficult.

Specifically, the highest sales volume is Lulai. With the more advantageous Lai ES6, it successfully delivered 3155 or 3436 new cars in April and May, setting new monthly delivery records one after another. In the first five months of this year, Xilai delivered more than 10, 000 vehicles, and the cumulative sales since delivery reached 42342, making it the first start-up in China to sell more than 40, 000 units. It's just that the most important thing to consider for Xilai is whether it can make a profit if it sells more cars.

Although the ideal car, as a "rising star", is different from other new energy models, its ideal ONE uses an add-on program, but as a member of the new power, it has jumped to the second place of the new power in less than half a year, and is often in the front position in the domestic mixed models. In mid-June, ideal officials also announced that the cumulative delivery of its ideal ONE had reached 10000. Compared with the car companies that have completed the first batch of delivery at home and abroad, the ideal speed is the fastest. According to the sales figures of the ideal official and the passenger Union, the ideal ONE delivered 8695 units from December 4 last year to May 31 this year. Just for the ideal frequent quality problems, whether the car owners can accept it, as well as the improvement of the quality in the later stage.

Compared with the previous two new power car companies, Xiaopeng Motor and Weimar Motor seem to be a little behind. In 2019, Weimar, as the bellwether, has been dumped since 2020. Despite the launch of its Weimar EX5-Z, a replacement model, and its Weimar EX6, it is already a far cry from that of NIO, which is only 1/3 of NIO's since April.

The same is true of Xiaopeng Motors. The wholesale sales of the P7, which is seen as a competitor to the Model 3, were only 192 in May this year, which is obviously less than expected. However, Xiaopeng said that P7 sales are mainly limited by production capacity, and the number of orders it has received has exceeded 15000, surpassing the sales of the Xiaopeng G3 for the whole of last year.

The second echelon new power car companies represented by Zero and Aichi are obviously lower than market expectations, such as the Zero car established in 2015. Although there are already two mass-produced models, the overall sales performance of Zero car is not satisfactory. Data show that the number of zero-running cars delivered in 2019 is less than 1,000, and in 2020, its sales data will no longer be released to the public. It was once said that he would face the standard. Aichi of Weima and other brands has accumulated only 150 vehicles this year, which is significantly lower than the average. There are also Yundu cars, which have collapsed after spontaneous combustion, with a total of less than 100 cars this year.

As the third echelon of new power car companies, the cumulative delivery volume this year is only single digits, which is mainly because since 2020, as the market continues to decline and the epidemic environment, some car companies are still under pressure. Since April, car-building failures have been announced one after another by Sailin, Boxun, Baiteng and Tianjing, which means that the new forces of car-building in China have entered the crossroads of life and death.

Overall, although the car market has experienced the impact of the epidemic and the downturn in the new energy market this year, the overall performance of new power car companies has increased, which may also be due to the rising sales of head car companies. For example, the performance of the first echelon, such as NIO and ideal, continues to grow, while Weima and Xiaopeng maintain stability. As the second and third echelon, car companies may enter a cruel elimination period with the changes of the industry. After all, no financing can only be done through sales volume, if there is no sales volume will naturally face elimination.

Prior to this, J.D. Power Asia-Pacific Automobile Market Forecast Director Zeng Zhiling and ideal Automobile founder Li Xiang agreed: "No more than three of China's new car-building forces will survive in the end." Judging from the current performance, the three car companies may come from NIO, Weimar, Xiaopeng and the ideal.

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