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Today, as the ideal car releases its June delivery data. Up to now, the new car-building forces have announced the delivery volume in June 2021. Ulay ranked first with 8083 vehicles, ideal car ranked second with 7713 vehicles, and Xiaopeng car ranked third with monthly delivery of 6565 vehicles.

According to the ideal car delivery data released in June 2021, the ideal car delivered 7713 ideal ONE in June, an increase of 320.6% over the same period last year and 78.4% month-on-month growth, setting a new record for monthly delivery. The delivery volume of ideal car in June exceeded that of Xiaopeng Motor by more than 1000, and there is only a gap of more than 300 vehicles compared with Lulai Motor.

Judging from the June delivery data released by ideal Automobile, it seems that it has not been affected by the rights protection incident in which the old owners of the new models have said they did not know about it. A total of 17575 ideal cars were delivered in the second quarter, an increase of 166.1% over the same period last year and 39.7% month-on-month, setting a new record for quarterly delivery. The cumulative delivery volume from January to June is 30154. "We will continue to expand the user base in the future, reaching the sales target of 1.6 million vehicles by 2025, covering a wider range of household users," ideal Motor said in a statement yesterday. " However, as the ideal car is currently only a single model on sale, it is difficult to support alone, with the decline in the popularity of new models, the changes in sales in the second half of the year are still worthy of attention.

Today, there are media reports that ideal Automobile will launch the MPV model to further expand the product matrix. There is no more news about this new product, but there is news that the ideal car is actively promoting the landing of the MPV. The ideal car MPV model was exposed as early as 2019, but when ideal car CEO Li wanted to talk about the MPV model on personal social media, he revealed that there were no MPV models in the ideal car product plan. So far, there is no official confirmation about the first MPV of the ideal car.

According to the June delivery data released by Xilai, 8083 vehicles were delivered in June and a total of 21896 new cars were delivered in the second quarter, an increase of 111.9% over the previous quarter. A total of 41956 vehicles were delivered from January to June, reaching 95.9 per cent of the total delivered last year. At present, the models on sale are ES8, ES6, EC6 and ET7. Delivery of ET7 will begin next year. According to the delivery volume of each model in June, the ES6 delivered 3755 vehicles, the highest in June, followed by 2830 by the EC6 in the same month and 1498 by the ES8. Affected by the news, Xilai rose more than 1.5% before the US stock market opened on Thursday.

Citi also raised its 2021 sales forecast to 93000 from 90000, raised its 2022 sales forecast to 160000 from 155000, raised its 2022 target price to $72 from $58.3, and maintained its buy rating. Some analysts say that even if there is an industry-wide shortage of chips, Lulai will have a strong performance in the second half of the year.

Xiaopeng delivered 6565 cars in June, an increase of 617 percent over the same period last year. Xiaopeng delivered 17398 vehicles in the second quarter, an increase of 439 percent over the same period last year. Xiaopeng P7 delivered a total of 4730 vehicles in June, with a cumulative delivery of more than 30000 vehicles, accounting for the main part of its sales in that month. Xiaopeng said that the cumulative delivery volume in the first half of this year has exceeded its delivery volume for the whole of 2020, reaching 30738 units, 5.6 times that of the same period last year. It is worth noting that Xiaopeng has said that two more blockbuster models will be launched in the second half of the year. The new version of Xiaopeng G3 G3i will also be officially released in July and delivery is expected to start in September. Its new third model, the P5, was unveiled in April and has received more than 10,000 orders within 53 hours of official release. With the start of delivery of Xiaopeng P5, it is also expected to further boost the delivery volume of Xiaopeng car. With the price coverage of multiple models of Xiaopeng, a new sales explosion may be ushered in in the second half of the year.

Nezha car sales in June were 5138, up 536% from a year earlier. It is understood that Nashi has sold more than 4000 cars for three months in a row. From January to June, Nashi car sales totaled 21104, an increase of 478 per cent over the same period last year. According to the release of several models, such as the witch version and the magic version, at the "Chuang" press conference earlier, once the sales of several models are strong, then the follow-up development of the car is also worth looking forward to.

A total of 3941 zero-running cars were delivered in June, an increase of 893% over the same period last year and 23% month-on-month. From January to June, orders for zero-running cars reached 21744.

From this point of view, the top three new forces of car building are still Lulai Automobile, ideal Automobile and Xiaopeng Automobile. As for whether the pattern of the top three will change, it still depends on the strength of the car that follows.

Some people said about the growth of new forces: in June, the domestic new energy vehicle market as a whole continued the trend of high growth. In this context, the new force of car building has also made good achievements. In addition to the overall factors of the market, the promotion of the layout of channels and charging stations by the new car-building enterprises has also improved the conversion rate of new energy vehicles to a certain extent. In June, NIO opened two centers, including the northernmost one in Harbin. In terms of charging stations, it added 66 second-generation power stations and 31 overcharging stations in June, and chase through the country's first Sichuan Xizang Qiang charging ring line. By the end of June, NIO had opened 259 stores across the country, including 25 NIO centers and 234 NIO spaces, with 300 overcharging stations and 200 switching stations. At present, there are 97 retail centers in China, covering 64 cities, and 167 after-sales maintenance centers and authorized sheet spray centers covering 127 cities.

Earlier, Wan Gang, vice chairman of the National Committee of the Chinese people's political Consultative Conference and chairman of the China Association for Science and Technology, proposed that relevant departments speed up the study and formulation of support policies for the post-subsidy era and extend the policy of tax relief for the purchase of new energy vehicles. This may be good news for the new energy vehicle market in the second half of this year and for some time to come. Shi Jianhua, deputy secretary general of the China Association of Automobile Manufacturers, also said that with the help of the goal of "carbon neutralization", the new energy vehicle market has entered a real market-oriented stage. In addition, in Shi Jianhua's view, "the market of new energy vehicles has entered a market-oriented stage, which is an important factor driving the rise in sales of new energy vehicles."

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