AutoBeta(AutoBeta.net)11/03 Report--

On November 1, Xiaopeng Automobile, the new force of domestic car building, ideal Automobile, Lulai Automobile and so on have released October delivery data to the public. It is worth noting that Xilai was still the "champion" of the new power of car-building in September, but fell out of the first camp of sales in October. Looking back at the delivery of Xilai in recent months, it shows a roller coaster float. Earlier, due to the shortage of chips, the delivery volume of Xilai was low in July and August; in September, its delivery volume reached 10628, up 125.7% from a year earlier; by October, its delivery volume plunged 65.5% from the previous month, and only 3667 new cars were delivered in October. As for the decline in sales in October, NIO said that it was mainly due to the phased transformation of the production line of Jianghuai advanced manufacturing base in Hefei in October, and production has gradually resumed since late October. "

As for the transformation of the production line of Jianghuai Wei to Hefei advanced manufacturing base in October, as early as October 29th, the automobile staff of NIO said on the official APP: recently, Jianghuai Wei came to Hefei advanced manufacturing base production line to complete phased upgrading, because the production line transformation and upgrading needs to be stopped, so October's production plan has been affected. Some of the vehicle orders scheduled for October will be delivered later than originally planned. In this regard, NIO apologized and said that the production line had gradually resumed production in late October and the vehicles would be delivered as soon as possible. Qin Lihong, co-founder of Xilai Automobile, said in an interview with the media, "the sales in October are actually very excellent, which can be described as a record, reaching an all-time high." Because the factory is being rebuilt and upgraded, it has been running at full capacity for only 10 days, and fewer cars have been built, so there are fewer deliveries. " In addition, Qin Lihong also revealed that one of the purposes of the production line transformation is to be compatible with ET7 on time. With the completion of the reconstruction and upgrading of the plant, the ET7, the first car of NIO, will be put into production in the first quarter of next year, while the total production capacity of the Jianghuailai Hefei plant will double to 300000 units.

It is understood that the ET7 is the fourth mass production model launched by Lulai Motors, which was officially launched in January this year. The new car is located as a pure electric medium and large sedan with a price range of 44.8-526000 yuan. In terms of battery life, the new car is equipped with battery packs of 70kWh, 100kWh and 150kWh, respectively, and lasts 500km, 700km and 1000 km under comprehensive conditions. As for the competitive products, Qin Lihong, co-founder of Lulai, has said that the target models of the ET7 are BMW 7-Series and other large cars. The new car is expected to be delivered in the first quarter of 2022, according to plans previously released by Ullai.

Although from the October NIO delivery data, the overall delivery volume is not very high, but with the transformation of NIO manufacturing base and the later delivery of NIO ET7, perhaps the follow-up delivery volume will usher in a new high. Some people in the industry also said that when analyzing the new forces of car building, the delivery volume of new energy vehicles is only one of the indicators, and it is also necessary to refer to factors such as product positioning, bicycle prices and profits.

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