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Competition from not only traditional carmakers, but also the new power of carmaking is fierce. According to July sales figures released by several car brands, ideal car strongly overtook Xilai and Xiaopeng this month to become the top seller of the new car building power, surpassing it for the first time since the delivery was announced. Xiaopeng also performed well, exceeding 8000 for the first time and taking the lead at the same time. Compared with ideal and Xiaopeng, sales of NIO fell this month, from 8083 in June to 7931 in July, overtaken by the two brothers at the same time.

As the head of the new car-building power, NIO did not live up to expectations this month. Data show that a total of 7931 new cars were delivered in July, of which 1702 were delivered by ES8, 3669 by ES6 and 2560 by EC6. NIO summed up the market performance in July in only three sentences, and it is not difficult to see that NIO did not live up to expectations for this result. However, some netizens said, "the rise and fall of sales is perfectly normal, there is no everlasting victorious general." From the perspective of annual sales, NIO is still strong ahead of the ideal, Xiaopeng, basically locked in the annual sales crown.

Why did Xiaopeng and ideal sales rise while NIO declined? Speculation may have something to do with the following three reasons. First of all, Tesla Model Y, Tesla launched the Model Y standard continued version of the model on July 8, the price is 276000 yuan, from now on to accept reservations, is expected to be officially delivered in August. Previously, the starting price of the Model Y was 339900 yuan, which may not have had much impact on Xilai at that time, but with the launch of the lower-priced standard continuous flight model, sales will inevitably be affected. The second is the product problem. It has been reported that a large number of car owners have complained about seat problems in the three models of NIO. After giving a plan to upgrade the seats, the need for customers to pay for the upgrade fee has also been complained by some car owners, which has had some impact on sales. The final reason may be related to chips / spare parts. At present, the global supply of chips is still in a tight state. We have learned from the official website of Xilai that its models can not be picked up until 8 weeks after being locked up from now on. This leads to speculation about the possibility that Fulai will be affected by a shortage of chips or parts.

Xiaopeng's performance this month is still very bright, with monthly delivery volume exceeding 8000 for the first time and surpassing NIO for the first time. Data show that Xiaopeng delivered 8040 new cars a month, of which 6054 are Xiaopeng P7 and 1986 are Xiaopeng G3. Xiaopeng P7 is still the main product.

In terms of products, Xiaopeng G3i was launched on July 9, with a subsidized price of 14.98-185800 yuan. As a medium-term revamped model, the main changes of Xiaopeng G3i are in appearance and configuration. In terms of appearance, Xiaopeng G3i does have an improvement visible to the naked eye and make corresponding improvements in the face of the young market. From the point of view of the price, the price of the old Xiaopeng G3 is 14.98-199800 yuan, and the new model is 14.98-185800 yuan. The price does not change much, but it brings the improvement of appearance and configuration. In addition, Xiaopeng announced the pre-sale of the Xiaopeng P5 at the 2021 Guangdong-Hong Kong-Macau Greater Bay Area Auto Show, with a pre-sale price range of 16 yuan to 230000 yuan. the new car will be officially launched in September and delivery will begin at the end of October. Compared with NIO and ideal, Xiaopeng's product layout is obviously faster, with Xiaopeng's multi-model price coverage, the second half of the year may usher in a new sales explosion phase.

This month's ideal car can be said to be eye-catching. In July, the ideal car delivered a total of 8589 ideal ONE, with a total delivery of 38743 from January to July 2021. According to the data, the ideal car delivered more than 8000 for the first time, surpassing Ulai to become the number one car brand for the first time, which is a new starting point for the ideal car. From the product point of view, with only one model, the cumulative delivery volume of more than 70,000 vehicles in 19 months, the performance of the ideal car is stronger than that of any domestic car brand.

The reason why the delivery volume of ideal car can reach a new high in July has a lot to do with the launch of the new model of ideal ONE. On May 25, 2021 ideal ONE models were officially launched, and the new car was upgraded in terms of configuration, with a price of 338000 yuan and 348000 yuan. The new model does not change much in appearance and interior, mainly in the software and hardware of the auxiliary driving system and configuration adjustment and upgrade, the new car added / upgraded AD advanced driving assistance system, Gaud HD map, double "range 3" chip and other configurations, the power system is still composed of a 1.2T three-cylinder engine and generator, pure electric mileage 188km, integrated mileage 1080km. Although the price has been increased, it has been upgraded in software, hardware and configuration of the driving assistance system. For consumers who are interested in choosing an ideal ONE, 10, 000 yuan is still worth it.

However, compared with NIO and Xiaopeng, the product layout of the ideal car is obviously insufficient. Although the performance of its products in the market is relatively good, only one model is difficult to rise to a new height. With the emergence of more and more competitive products in the market, it is difficult for ideal cars to maintain a stable market performance. It is understood that next year, the ideal car will be listed in the new car code "X01", positioning large-scale SUV, using 1.5T four-cylinder Miller cycle expander, the total range will reach about 800km, the price range is 35-500000, the standard Mercedes-Benz.

In addition to the above three car companies, Nashi cars and zero-running cars also announce the latest sales. Nezha delivered 6011 new cars in July, exceeding 6000 for the first time and a total of 27115 from January to July. The delivery volume of zero-running cars was 4404 in July.

Judging from the delivery results of domestic car building new power brands in July, the market performance of all major brands is quite good, especially Xiaopeng and ideal both exceed 8000 vehicles, and Naha also exceeds the 6000 mark for the first time. From the total delivery volume point of view, NIO is still the first brother of car brands, far ahead of other car brands, if nothing happens, basically lock in the annual championship. From the point of view of the product camp, only one product of the ideal car is really insufficient, and there is uncertainty about whether it can continue to grow in the future. As for, Weimar, Aichi and other car brands' sales are rarely announced, and the market performance is hardly optimistic.

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