AutoBeta(AutoBeta.net)10/01 Report--

On October 1, the new domestic car-building brands Xiaopeng Automobile, Ulay Automobile, ideal Automobile, Naha Automobile and so on have announced the latest delivery volume to the public. According to statistics, Xiaopeng continued to grow strongly, with monthly delivery exceeding 10,000 for the first time. Lulai rose to 10628 from 5880 in August, making it the champion of new car brands in September. Ideal car sales fell this month, to 7094 from 9433 deliveries in August. Falling out of the top three of the new forces of car-building, Naha delivered 7699 new energy vehicles in September, an increase of 281 percent over the same period last year, and 4095 zero-running cars in September. Weimar reported September sales of 5005 vehicles, up 115.8% from a year earlier.

As the leader of the new car-building force, NIO did not perform well in the early months, and the delivery volume exceeded 10,000 for the first time in September, returning to the championship position. Of these, 1978 were delivered by ES8, 5260 by ES6 and 3390 by EC6. In August, a total of 5880 new cars were delivered, of which 1738 were delivered by ES8, 2342 by ES6 and 1800 by EC6. With regard to the decline in sales of NIO in August, NIO said that the supply of parts and components in NIO was limited by the epidemic in Malaysia, Nanjing and other places, especially at the production end of ES6 and EC6, thus affecting the delivery of new cars in August. In addition, 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. It is worth noting that the launch of ES8 in Norway on Sept. 30 and the launch of customer delivery are also expected to increase the delivery volume of Lulai in October. As for the delivery volume in September, Lulai said: "We will announce the delivery guidelines for the fourth quarter of this year at the third quarter earnings call, and will not separately forecast the delivery in October." As far as we can see, orders in September still maintain a very strong momentum after setting a record in August. As long as the supply chain does not deteriorate further, there will be positive quarter-on-quarter growth in the fourth quarter. "

Xiaopeng also posted on its official Weibo that it delivered a total of 10412 units in September, becoming the first new car-building company to deliver more than 10,000 units a month. Specifically, the Xiaopeng P7 delivered 7512 units, with a cumulative delivery volume of more than 50,000 units; from July to September, the cumulative delivery volume was 25666 units, and the quarterly delivery volume was close to that of the whole year of 2020. It is not difficult to see that Xiaopeng P7 is still the main selling product of Xiaopeng car. Xiaopeng delivered a total of 56404 units from January to September, more than twice the annual delivery volume in 2020. He Xiaopeng said earlier, "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. " Judging from the current delivery volume of Xiaopeng in September, it is one step closer to its goal. With the delivery of Xiaopeng P5 at the end of October and the layout of Xiaopeng P7, Xiaopeng G3i and other models, perhaps in the fourth quarter of this year, Xiaopeng's monthly delivery peak is expected to exceed 15000.

Judging from the delivery volume of the new car-building forces in September, the ideal car fell sharply, falling from 9433 in August to 7094. Ideal car co-founder and president Shen Yanan said: "affected by the continuing shortage of chip supply, ideal car delivery declined in September." The number of orders has continued to grow since the launch of the 2021 ideal ONE. We are taking more measures to ensure the supply of spare parts and hope to shorten the waiting period for users to pick up the car as much as possible. " On Sept. 20, ideal Motors announced on its website that it had adjusted its delivery forecast for the third quarter of 2021 to 24500 vehicles due to a weaker-than-expected recovery of chip supply, down from the previous forecast of 25000-26000 vehicles. The company will continue to monitor ongoing market conditions and work closely with its supply chain partners to minimize the impact of chip shortages on production. However, as the ideal car is currently only a single model of the ideal ONE for sale, it is difficult to support it on its own, and with the decline in the popularity of the new model, the change in delivery volume next month is still noteworthy.

Zero-running cars reported delivery of 4095 vehicles in September. Zero-running cars said their September delivery was affected by a shortage of chips. Nashi also released delivery figures for September. A total of 7699 vehicles were delivered in September, up 281% from a year earlier. From January to September this year, the cumulative delivery volume of Nashi cars reached 41427, an increase of 425% over the same period last year. The delivery ceremony of the Nezhu U Pro model was held on September 28, and the models currently on sale include: Nathan U Pro, Nathan V, Nathan S, along with the delivery of the Nathan U Pro model, it may drive its delivery volume next month to a certain extent. Today, Weimar also reported September sales of 5005 vehicles, up 115.8% from a year earlier.

According to the delivery data released by various domestic car-building new power brands in September, September is still a giant in the car-building industry, leading Xiaopeng and ideal, but Xiaopeng car delivery volume is closely followed by Lai Automobile, and it may be possible to surpass it later. Some relevant industry insiders said that from the delivery data, although the volume of new car-building forces is limited, sales are growing rapidly, especially the second echelon car companies have gradually formed a scale, and their overall competitiveness has been significantly improved.

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