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

On September 1, the major new power brands announced the latest monthly delivery volume as scheduled. Judging from the ranking statistics of the "Tramway report," only three new forces deliver more than 10,000 vehicles a month, of which Nahan cars and zero-running cars, which mainly focus on low-end models, once again occupy the first echelon of the new car-building forces, while in the "Wei Xiaoli" camp, Xiaopeng cars and ideal cars have declined month-on-month, of which the most "outstanding" is the ideal car, whose August delivery volume has been directly halved.

The total number of ideal cars in August was 4571, down 51.5% from a year earlier and 56.1% from a month earlier. There is no official explanation for the sharp drop in sales, but Shen Yanan, co-founder and president of ideal, said: "the ideal L9 has been officially delivered and the first batch of customers are more satisfied with the product than expected. In addition, the ideal L8 will be released in early November 2022, and delivery will begin in the same month. The ideal L8 is a medium-and large-scale intelligent luxury SUV built for families. It will provide two models, six-seat version and five-seat VIP version, to meet the subdivided needs of family users more widely. "

Earlier, a user left a message on Li Xiang's Weibo comment area: "I've been waiting for 8". Ideal car CEO Li wanted to respond: "Don't buy an ONE at this stage of the L8," and said that after completing the delivery and production of the ideal L9, it would be too difficult for my concubine to climb production at the same time for two brand new models that can deliver more than 10,000 in the first full month. Judging from Li Xiang's response, it may mean that the ideal L8 is in a state of readiness, or it may be because of capacity problems that it chooses not to release it. In the recent second-quarter conference call, Li wanted to reveal that the next release of the ideal car is the ideal L8, and the L8 will be released at a faster pace than the L9.

While the sharp decline in sales of ideal cars in August may be related to the new car L8, the auto industry has noticed that some car bloggers said that ideal ONE will come to an end, to which the authorities did not respond to the truth of the news.

So far, the ideal ONE is the only model on sale under ideal Motor, with a price of 349800 yuan. The second production model, the ideal L9, will be delivered on August 18. the new car has been officially launched on June 21, with a price of 459800 yuan. Li wants to call the ideal L9 "the best household flagship SUV within 5 million" and said in a high profile: "the sales of the ideal L9 will certainly steadily exceed the ideal ONE," and "the delivery volume in September can exceed 10,000." It is understood that since June 21, the ideal L9 has been booked more than 50,000 vehicles, of which more than 30,000 orders have been confirmed. However, due to electricity restrictions in Sichuan, ideal car said in the "ideal L9 delivery time extension notice" that the owner of the car originally scheduled to be delivered within August is expected to be delivered between August 30 and September 4. Due to the delay of the vehicle, users will not be able to deliver the car until September. Ideally, 1000 yuan of fuel cards will be provided as user compensation; owners originally scheduled to deliver in September will not be affected for the time being.

Judging from the latest list, the best performer in August is still Nahu car. A total of 16017 vehicles were delivered in August, an increase of 142.2% over the same period last year, once again occupying the first echelon of the new force of car building. at present, the three models on sale include Naga U, Nathan V and Nezha S. the positioning of the other two models is relatively low, of which the Nezhu U series sells for 12.38-201800 yuan, and the Nawei V series sells for 7.99-123800 yuan. The Nezha S, a new model launched last month, is positioned as a medium-to-large car with a price range of 19.98-338800 yuan, which is the highest-priced model under the Naga car. Zhang Yong, CEO of Naga, called it "the best sedan car under a million." Previously, Zhang Yong, co-founder and CEO of Nezha Automobile, said that with the listing of Nezha S, Naxi Automobile has gone from 100, 000 to 10, 000, up to new. First, the product is up, all the cars are high-quality smart cars, and the price of the product is now set at more than 300,000; second, the brand is up, changing the inherent impression of the outside world on the car. By September this year, the cumulative delivery of Nashi cars is expected to exceed 200000.

Zero-running cars, which are also second-tier new power brands, have also been getting stronger and stronger in recent months, delivering 12525 cars in August, an increase of 179.1% over the same period last year, ranking second on the list of new power brands, with a record delivery volume for four consecutive months. From January to August this year, zero-running cars delivered a total of 76556 cars. Zero-running car products are located in the domestic middle and low-end market. at present, zero-running cars have a total of S01, T03, C11 and C01 models on sale, all of which are sold for less than 300000 yuan. It is worth mentioning that on August 29, according to the Hong Kong Stock Exchange, Zero cars were listed on the Hong Kong Stock Exchange. This also means that zero-running cars may become the fourth new car-building force to land on the Hong Kong Stock Exchange after Wei Xiaoli.

Finally, let's take a look at Lulai Motor and Xiaopeng Motors. Compared with previous months, the performance of NIO Motor has been lagging behind Xiaopeng Motor and ideal Automobile, but in August, it was ahead of Xiaopeng Automobile and ideal Automobile with a delivery volume of 10677 vehicles, an increase of 81.6% over the same period last year. It is the only car company among "Wei Xiaoli" to maintain the delivery of 10,000 vehicles. Lulai Automobile is the car company with the largest number of product plans among the car-building new power car companies. This year, it also launched models including ES7, ET7 and ET5 models, of which ET7 positioning medium and large flagship cars started delivery and competed with BMW7 on March 28th. ES7 positioning medium and large SUV was officially delivered on August 28th and competed with domestic BMW X5. ET5 positioning medium-sized luxury car, positioning lower than ET7, the price is 32.80-386000 yuan, is the cheapest model under NIO. At the Chengdu auto show held two days ago, Qin Lihong, co-founder and president of Xilai Automobile, announced some updated parameters of the ET5 and once again targeted BMW. Qin Lihong said at the press conference: "in the past year, the average monthly sales of the BMW 3-Series is more than 12000. With the delivery of the ET5, the ET5 will sell more than 3 series within a year."

Between words, we are full of confidence in the sales performance of the ET5. Li Bin also admitted in an interview that the ET5 is the car with the largest order in the same period in the history of the company. According to the plan, the ET5 will open a large lock order on September 9 and start formal delivery on September 30. It should be noted that with all three models on the market, the product rectangle of this year is basically determined, and it is expected that the next few months will enter a period of steady development.

Xiaopeng delivered a total of 9578 cars in August, up 33% from the same period last year, down 16.9% from the previous month, ranking fourth on the list of new car-building forces. Specific models, Xiaopeng P7 delivered 5745, Xiaopeng P5 delivered 2678, Xiaopeng G3 series delivered 1155. In terms of new car planning, Xiaopeng's new flagship SUV Xiaopeng G9 has been officially unveiled and pre-sold at the Chengdu auto show. Xiaopeng said that the Xiaopeng G9 has received 22819 orders within 24 hours after opening the reservation. He Xiaopeng once said bluntly, "I have great confidence in the G9. This will be the best SUV within 500000. For us, it means that we have done what others have not done, and at the same time, we have to do better what others have done." According to the plan, Xiaopeng will launch two new products next year, including a new B-class model and a new C-class model.

In addition to the new power brands, other new energy vehicle brands also release sales. Among them, Selis sold more than 10,000 cars for the first time. Official figures show that the delivery volume of the intersecting series in August was 10045, up 1277.91% from the same period last year. GAC's AAA sales were 27000, up 133% from the same period last year. Polar krypton cars were delivered 7166, up 42.7% from the previous month.

At present, the vehicle purchase tax exemption for new energy vehicles has been confirmed to continue until the end of next year, and this is also the third time that this preferential policy has been extended since the implementation of the new energy vehicle purchase tax exemption policy for the first time in 2014, with an estimated increase of 100 billion yuan. The extension of vehicle tax exemption for new energy vehicles will also further stimulate the growth of new energy vehicle sales.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat