AutoBeta(AutoBeta.net)09/01 Report--

On September 1, the domestic car building new power brand ideal, Lai, Xiaopeng announced the latest delivery volume one after another. Statistics show that the ideal car continues to grow strongly, with monthly delivery volume exceeding 9000 for the first time, once again leading Ulai and Xiaopeng to become the top seller of new car brands. Sales of Xiaopeng and Lulai fell this month, especially Lulai, which fell to 5880 from 7931 in July, again at the bottom.

As the head of the new car-building power, NIO's performance in recent months has indeed fallen short of expectations. According to the data, a total of 5880 new cars were delivered in August, of which 1738 were delivered by ES8, 2342 by ES6 and 1800 by EC6. However, although the monthly sales are not as good as ideal, Xiaopeng, but thanks to product advantages, Lailai delivered a total of 55767 new cars in the first 8 months, which is still the top-selling car brand.

As for why sales of Xilai cars fluctuated so much this month. Lulai said that affected by the epidemic in Malaysia, Nanjing and other places, the supply of spare parts in NIO was limited, especially at the production end of ES6 and EC6, which affected the delivery of new cars in August. Due to supply chain constraints, Xilai adjusted its delivery outlook for the third quarter of 2021 to 22500 to 23500 vehicles. However, Xilai also stressed that orders continued to grow in August, with monthly new orders hitting an all-time high. In other words, if the pressure on the supply of spare parts is alleviated, the monthly delivery volume of Lulai is expected to soar.

As the top selling car brand, ideal car delivered a total of 9433 ideal ONE in August, with a total delivery volume of 48176 from January to August in 2021. Judging from the monthly data, the ideal car delivery volume has set a new record, delivering more than 9000 vehicles for the first time, continuing to lead NIO and Xiaopeng to become the number one brand in sales of new car-building forces.

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. For the launch of the new model, ideal car CEO Li Xiang said, "sales in September are expected to exceed the target of 10,000 vehicles." The president of ideal Automobile further explained the source of the goal: to achieve this goal, one is that the 2021 model is very competitive and is the best nanny car at present. Second, the ideal is rapidly expanding offline channels, there are already 75 stores. Based on the market performance of the ideal car in recent months, coupled with the demand stimulation of "Golden Nine and Silver 10", it is quite possible that the ideal car will be able to exceed 10,000 units in September, so the ideal car is expected to become the first brand to sell more than 10,000 cars. However, at present, the whole industry is suffering from the shortage of chips, and the ideal car needs to ensure an adequate supply of chips in order to ensure the timely delivery of products.

However, Li's ambition does not stop there. Li Xiang said in an internal letter in February that he aimed to achieve a 20 per cent market share by 2025, that is, to sell 1.6 million cars by 2025. Li Xiang can achieve the set goals on time, no one can be sure, after all, four years of development, can not only make a brand from the trough to the peak, but also can fall to the bottom. As the leading car brand in China, the ideal car does have some differences compared with NIO and Xiaopeng, which may be the reason why it is favored by consumers in the market. However, compared with other car manufacturers, the biggest drawback of ideal car is in the product, there is only one model on sale, although ideal car says it will launch a full-size luxury add-on electric SUV in 2022, but the market is also full of uncertainties.

Let's take a look at Xiaopeng Motors. In August, Xiaopeng delivered 7214 new cars, of which 6165 were delivered by Xiaopeng P7 and 1049 by Xiaopeng G3i. Judging from the data, Xiaopeng P7 is still the main selling product of Xiaopeng Automobile.

As we all know, Xiaopeng G3i went on sale on July 9, with a subsidised price of 14.98-185800 yuan. According to official sources, due to the production switch from G3 to G3i in August, the total monthly delivery of the old G3 is only about 1,000, so the total monthly delivery is slightly lower than the previous month, while the modified G3i is about to enter the large-scale delivery phase in September. Delivery is expected to reach a new high next month. In addition, the Xiaopeng P5 will officially go on sale in September and start delivery at the end of October. The pre-price is currently announced at 16-230000 yuan.

At Xiaopeng Motor's second-quarter earnings call, he Xiaopeng pointed out that "the inflection point of intelligent electric vehicles has come." By the fourth quarter of this year, Xiaopeng's monthly delivery volume is expected to exceed 15000. " The strength of this prediction comes not only from the hot sales of the three models, but also from Xiaopeng's increased production capacity and sales network reserves.

Judging from the delivery results of the three major domestic car brands in August, the ideal car is undoubtedly the biggest bright spot, compared with Xiaopeng Motor and Xilai Automobile, in which Xiaopeng Automobile is due to production switching, while Lulai Automobile is affected by the supply of spare parts. Looking forward to September, as car sales will usher in the traditional "Golden Nine Silver Ten" peak season, the three new car-building brands are expected to achieve better results, but the supply of spare parts is still an important factor affecting vehicle delivery.

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