AutoBeta(AutoBeta.net)10/02 Report--

On October 1, the new power of car building, such as Nahan Automobile, ideal Automobile, Zero running Automobile, Lulai Automobile and Xiaopeng Automobile, released September delivery data one after another. According to the statistical list of the "Tramway report", the delivery volume of Nahu cars, ideal cars, zero-running cars and Ulay cars all exceeded 10,000, of which Naha topped the list of new forces with 18005, and the delivery volume of Yulai once again returned to more than 10,000. The ideal car also rebounded quickly to more than 10,000 after the trough in August, while zero-running cars and Xiaopeng cars were "dissatisfied", and the delivery volume of the two car companies declined month-on-month. Xiaopeng Motor, in particular, has a negative growth in delivery volume for three consecutive months, and ranks at the bottom of the delivery list for the first time.

Nezha has always dominated the delivery list with the attitude of "dark horse", delivering a total of 18005 vehicles in September, becoming the first car manufacturer to deliver more than 10,000 vehicles this year. According to the official website, the models currently on sale include the Naxi S, the Naxi V and the Naga U, of which the Naxi V, which costs 7.99-123800 yuan, is the main model, but did not disclose the actual number delivered in September.

Ideal delivered 11531 new cars in September, of which the ideal L9 delivered 10123 and the ideal ONE 1408. Shen Yanan, co-founder and president of ideal Automobile, said, "thanks to the strength and layout of the ideal car in independent research and development, supply chain and intelligent manufacturing capabilities, the ideal L9 delivers more than 10, 000 vehicles a month. This is also the first time that a Chinese brand model with a starting price of more than 400000 has been delivered in a single month."

On September 30th, ideal car launched two models: ideal L8 (359800 yuan, 399800 yuan) and ideal L7 (339800 yuan, 379800 yuan). The replacement model of ideal ONE, ideal L8, is scheduled to start delivery in early November, while ideal L7 will begin delivery in February 2023. In fact, the ideal L8 and the ideal L7 are the same as the ideal L9 in appearance, and there is no difference between the ideal L8 and the ideal L9. The ideal L7 and the ideal L8 differ greatly only in the seating layout. The ideal L7 is a medium-and large-scale five-seat SUV, while the ideal L8 is a medium-to-large six-seat SUV.

"Golden Nine and Silver Ten" is the traditional peak season of the automobile market, but Xiaopeng Motor shows the market performance of "disobedience of soil and water". Data show that Xiaopeng delivered a total of 8468 new cars in September, down 18.7% from the same period last year and 11.6% from the previous month, including 4634 for Xiaopeng P7, 2417 for Xiaopeng P5 and 1233 for Xiaopeng G3i.

As for the reasons for the decline in Xiaopeng car delivery volume, it may be affected by the listing of Xiaopeng G9. On September 21, Xiaopeng G9 officially launched, the new car launched a total of 6 models, the price range of 30.99-469900 yuan. At the launch of the new car, Xiaopeng founder he Xiaopeng said: "Xiaopeng G9 will take over Porsche as the benchmark, and sales will surpass Audi Q5 next year."

For a long time, Xiaopeng P7 has been the main model of Xiaopeng car sales, and the listing of Xiaopeng G9 makes some consumers who intend to buy Xiaopeng P7 stay on the sidelines, resulting in a month-on-month decline in Xiaopeng P7 delivery volume. It is worth mentioning that the Xiaopeng G9 changed its configuration and price just two days after it went on sale, and officials had to re-examine their previous decisions due to complaints from "Pengyou" caused by the lack of logic of price allocation.

The delivery volume of Ulai once again reached more than 10,000 vehicles, but did not disclose the specific sales volume of the model. At present, Xilai has launched 6 models including ES8, ES6, EC6, ET7, ET5 and ES7, which have the largest product layout among the new power brands, among which the ET5 with the lowest price will be officially delivered on September 30th, and the delivery volume will increase significantly in October. On October 7th, NIO Berlin 2022 Europe launch will be held in Germany, when ES7, ET7 and ET5 will be fully launched in the European market, which is expected to bring increment to the company after the fourth quarter.

The performance of zero-running cars was also mediocre, falling 11.9% month-on-month to 11039. On September 29th, Zero was officially listed for trading on the Hong Kong Stock Exchange under the symbol "9863". The final offering price of IPO was set at HK $48 per share, and its share price plummeted for two consecutive days, including 33.54% on Sept. 29 and 22.26% on Sept. 30, halving its market capitalization. The latest data show that the market capitalization of zero-running cars is 28.339 billion Hong Kong dollars, which is far less than that of Wei Xiaoli.

In terms of sales volume in the first three quarters, all new power brands are still showing year-on-year growth, of which the highest delivery volume is Naha car, with a total delivery of 111190 vehicles, becoming the first new power brand with a delivery volume of more than 100000 this year. This was followed by Xiaopeng cars, zero-running cars and ideal cars. Lulai Automobile ranked last with 82434 vehicles, with the lowest year-on-year increase.

In addition to the new power brands, other new energy brands have also released the latest monthly deliveries, of which GAC Aian delivered a total of 30016 new cars, an increase of 121.0% over the same period last year and 11.1% month-on-month growth. On Sept. 13, Ean said at a press conference that it will challenge the sales target of 300000 vehicles this year, while a total of 182321 vehicles will be delivered in the first three quarters, with a target completion rate of 60%. It is estimated that more than 40, 000 vehicles will need to be sold in the remaining three months if GAC is to meet its annual sales target of 300000 vehicles. It should be noted that the excessively high proportion of B-end sales is also a major concern for Ean. According to the data, GAC Ean sold a total of 120200 vehicles in 2021, of which more than 43 per cent came from the B-end market, resulting in a decline in brand image as well as sales of subsequent models.

The delivery volume of the boundary and polar krypton is gradually increasing, of which 10142 are delivered by the boundary and 8276 are delivered by polar krypton. On Sept. 6, at Huawei's flagship summer product launch event, Huawei consumer business CEO and smart car solution BU CEO Yu Chengdong hosted and unveiled the M5 EV, the first pure electric model of the AITO brand, priced at 288600 yuan for the standard version and 319800 yuan for the performance version. Yu Chengdong said that he plans to become a global TOP3 brand of new energy vehicles within five years.

Yesterday, Wang Xing commented on the new power again: "for the past two or three decades, the leader of China's high-end car market has been German BBA (Mercedes-Benz, BMW, Audi), and the next two or three years will depend on'Li Wei Hua'(ideal, Lulai, Huawei). No matter which company wins, China will win. "

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