AutoBeta(AutoBeta.net)06/02 Report--

After a sharp fall in April, the new power of car building finally ushered in a rebound. Judging from the ranking of the auto industry concerned about statistics, a number of new power car companies bottomed out and rebounded in May and returned to the class of 10,000 vehicles, of which the highest ideal car sales were 11496, which accounted for 11009 cars, 10125 for Xiaopeng cars, and 10069 for zero-running cars. Only the number of Lulai cars was less than 10,000, which was 7024. In terms of total sales, Xiaopeng is the highest in sales, followed by Nahu, ideal and zero-running cars, while Ulai is still at the bottom.

The ideal car, which was at the bottom of the list in April, rebounded most obviously, winning the top spot of the new power with a score of 11496. However, compared with the sales peak of 12268 in January, the ideal car has not yet been adjusted to its best condition. Shen Yanan, co-founder and president of ideal Automobile, said, "although the ideal auto parts suppliers located in the Yangtze River Delta region have gradually begun to resume some production, there is still a shortage of parts supply." At present, the production of the ideal car factory in Changzhou has not yet fully returned to normal, resulting in delays in the delivery of new cars for some users. "

After the ideal car, the Nahu car will also return to the class of 10,000. Data show that 11009 cars were delivered in May, an increase of 144.2% year-on-year and 24.9% month-on-month. Of course, compared with ideal, Ulay and other car companies, the positioning of the car is relatively low-end, and the lower price of its products means that it can get a better market, of which the Nezhu U series sells for 10.98-201800 yuan and the Nagai V series sells for 7.49-123800 yuan. However, if you only refer to the delivery data, Naha Automobile has entered a stage of rapid growth since the second half of 2021, breaking the head pattern of "Wei Xiaoli".

It is worth mentioning that the Ministry of Industry and Information Technology and other four departments jointly issued the "notice on carrying out 2022 New Energy vehicle activities in the Countryside". 26 car companies and a total of 70 new energy models participated in this round of activities, including the Nezha V and Nezhu V Pro models, which may bring some growth to it.

After Nezha, Xiaopeng delivered 10125 new cars in May, an increase of 78.1% over the same period last year and 12.5% month-on-month growth. Among them, Xiaopeng P7 delivered 4224 units, Xiaopeng P5 delivered 3686 units, Xiaopeng G3i delivered 2215 units. In recent months, the delivery volume of Xiaopeng Automobile is firmly in the forefront of the new car-building forces, mainly Xiaopeng G3, Xiaopeng P5 and Xiaopeng P7 covering the market of 15-300000 yuan, which is different from that of Xilai and ideal cars. the prices of the latter two products are more than 300000 yuan. However, Xiaopeng is also affected by the supply chain. He Xiaopeng, chairman of Xiaopeng Automobile, posted a video of Koda Duck that has become popular all over the country on his personal Weibo on May 26th. Xiaopeng said it resumed double-shift production at the Zhaoqing plant in mid-May to speed up the delivery of a large number of on-hand orders accumulated since the first quarter as the core supply chain accelerated the resumption of production.

By contrast, Lulai, which is clearly dragged down by the supply chain, was at the bottom again, delivering 7024 vehicles in May, a slight increase from a year earlier, with ET7 delivering 1707. Xilai said demand for orders continued to be strong in May and production was expected to resume in June as supply chain companies returned to work and delivery of models, including the ET7, was expected to accelerate.

In addition, among the new energy car companies that have announced their sales, GAC Aian continued this result in May after delivering more than 20,000 for the first time in March. GAC Ean sold 21056 vehicles in May, up 150 per cent from a year earlier, according to official figures, with cumulative sales of more than 76000 vehicles from January to May, up 122 per cent from a year earlier.

In may, polar krypton 001 delivered 4330 vehicles, an increase of 102.6% month-on-month, and monthly delivery reached an all-time high. As of May, polar krypton has delivered a total of 20700 vehicles. Polar Krypton said that with the commissioning of Weibak's dedicated production line, the supply of suspended parts that most affected production will improve in June, and the goods are expected to meet the production and manufacturing of all empty orders by January 2022, but the specific production delivery situation will still be affected by the epidemic and the supply chain, there is greater uncertainty.

At the same time, AITO, a new energy vehicle brand built by Huawei and Xiaokang, also released sales in May, with the first model, the M5, delivering 5006 vehicles a month, up 54 per cent from a year earlier. Officials say the cumulative delivery of the M5 has reached 11296 since it was launched 87 days ago.

It should be noted that the above analysis is limited to sales volume, after all, each car company's product positioning is different. Take NIO Automobile as an example, although its delivery volume is at the bottom, the models on sale under NIO are all priced at more than 300000 yuan, which can not be matched by other new power brands. and where the car, zero-running car sales continue to rise to a large extent depends on the volume of low-end models, such as Nezhu V series, Zero running T03 and so on. From this point of view, it doesn't make much sense to over-analyze the level of sales.

On May 31, the China Automobile Circulation Association said that the automobile market in May has improved compared with April, and automobile production and transportation have gradually recovered, but it will take some time for automobile consumption to fully recover, and the automobile circulation industry is still in a depressed range. It is worth mentioning that recently, the relevant departments have launched a series of combined fists to boost the automobile consumption market, such as the reduction of purchase tax, the introduction of new energy vehicles to the countryside, the gradual increase in the number of car increment indicators, the relaxation of qualification restrictions for car buyers, and the complete abolition of restrictions on the relocation of used cars.

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