AutoBeta(AutoBeta.net)12/01 Report--

On December 1, the new power brand of car building announced the latest monthly delivery volume as scheduled. Judging from the statistical rankings, the overall car-building brands performed well in November. Lailai, ideal, Xiaopeng and Nezha all had more than 10,000 cars, of which Xiaopeng had the highest delivery volume of 15613, and ideal and Ulai returned to the 10,000 class again. Naha achieved 10,000 deliveries for the first time.

Early this morning, Naha was the first to announce November delivery results. Data show that Naha delivered a total of 10013 new cars in November, an increase of 372% year-on-year and 24% month-on-month. Specifically, in November, 7027 vehicles were delivered for the V series and 2986 for the Nassau U Pro.

In the second half of the year, the monthly delivery volume of Naha car basically increased steadily. According to official data, Naha delivered 5138, 6011, 6613, 7699 and 8107 cars respectively from June to October, and directly exceeded 10,000 to 10013 in November, which can be said to have entered the head-building camp.

However, with the increase in the delivery volume of Nezha cars, there are more and more doubts in the market, questioning which car products are mainly sold to the B-end market (travel, official business, major customer procurement, etc.). After all, Zhang Yong, founder of Nahu Automobile, once served as the deputy general manager of BAIC New Energy and general manager of the marketing company, responsible for channel construction, market sales, after-sales service and brand promotion. May be bringing BAIC's new energy development model to Nashi car. In this regard, Zhang Yong said in an interview with the media: the main target market of Naha car must be C-end private users, which accounts for less than 10% of this year's car sales. B-end market share is about 2% or 3% in the two months from September to October. Zhang Yong also said: "it can't be said that our cars are seldom seen on the roads of your city, which means that we sell less, or that we have sold them all to the B end. This is wrong."

Let's take a look at NIO, as we all know. Xilai performed very poorly in October, delivering only 3667 vehicles, but the sharp drop in delivery was due to the downtime of the production line upgrade, resulting in some vehicle orders scheduled for October to be delivered later than originally planned. Therefore, it is not surprising for Xilai to return to the class of 10,000 vehicles in November, but whether it can be maintained at more than 10,000 vehicles for a long time is still a question of long-term verification. In terms of specific models, ES6 delivered 4713 vehicles, ES8 delivered 2683 vehicles and EC6 delivered 3482 vehicles. It is understood that the first car ET7 will be delivered in the first quarter of next year, when there will be more room for improvement.

Judging from the list, Xiaopeng's performance is undoubtedly the brightest. Data show that Xiaopeng delivered a total of 15613 new cars in November, including 7839 for Xiaopeng P7, 5620 for G3 and 2154 for P5. Judging from the current market performance, Xiaopeng does have a certain advantage in delivery volume, with a total of 25666 vehicles delivered in the third quarter, ahead of Ulai and ideal, but its net loss of 1.595 billion yuan is also higher than that of "Weili", which means that the more you buy, the more you lose.

The delivery volume of the ideal car in October is 13485, that is, the delivery volume of the ideal ONE is 13485, which is currently the highest-selling product among the domestic new forces, and this result is good among the domestic new energy products. In mid-October, the ideal Auto Beijing plant officially started construction in Shunyi District, Beijing, which will be used to produce new pure electric products in the future. the plant plans to be put into production by the end of 2023 and will achieve an annual production capacity of 100000 pure electric vehicles in the first phase. On the conference call, ideal revealed that the second new car, the ideal X01, will be released in the second quarter of next year, with delivery starting in the third quarter. According to related news, the ideal X01 will be a full-size SUV model and the first full-size luxury extended-range SUV in China, with a 1.5T four-cylinder turbocharged engine with Xinchen Power, maximum power 100kW, peak torque 240N ·m, while the maximum power 90kW of the booster generator, peak torque 200N ·m, comes from Honeycomb Power.

In other brands, Zero and Weimar both delivered 5000 vehicles, with 5628 and 5027 respectively, showing a decent performance. It is worth mentioning that Weimar announced today the completion of the D2 round of financing of US $152 million, led by the Chinese real estate company Agile Group, and participated in this round of financing as a financial adviser. As for Skyworth, it was renamed from Timi Motors and has ET5 and EV6 models on sale, delivering a total of 1220 vehicles in November.

Extreme krypton car and Lantu car are not really car-building brands, after all, they are established by traditional independent brands, which are still different from Wei Xiaoli, but they are not established for a long time. Polar Krypton, Geely's high-end new energy brand, delivered 2012 polar krypton 001 cars in November. Polar krypton 001 began delivery last month and delivered 199cars in just one week. As for Lantu Automobile, it is a high-end new energy brand founded by Dongfeng Motors. At present, only Lantu FREE is on sale, offering pure electric version and extended range version for consumers to choose from. A total of 1139 vehicles were delivered in November, with a mediocre performance. However, the dreamer of Lantu's second model has been unveiled at the Guangzhou Auto Show, the first pure electric MPV under Lantu, and the new car will go on sale in mid-2022. In addition, at the press conference, Lantu Automobile also said that in the next three years, it will form a matrix of three major categories across SUV, MPV and cars, and put at least one new car on the market every year.

Judging from the delivery results of the new power brand in November, the performance of the head brand is still very eye-catching. The sales of new energy vehicles such as NIO, Xiaopeng, ideal and Nezha are gradually stable, which has also led to the continuous growth of Wei Xiaoli's market value. In addition to the above brands, similar to Tianmei, Aichi, Yundu, Skyline, Xinte and other new power brands, only a small amount of delivery is maintained in the market, under the background that there is no advantage in products and brands, these car companies have great development variables in the market. As for extreme krypton, polar fox, Lantu and other high-end new energy brands created by traditional car companies, delivery is still low in the short term.

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