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New energy vehicle sales data for the first three quarters of 2022 are released. From January to September in 2022, retail sales of new energy passenger vehicles in China were 3.877 million, up 113.2% from the same period last year, far exceeding the sales for the whole of last year, according to the Federation of passengers. Sales have soared since BYD gave up fuel vehicles altogether in April. gradually become China's new energy leader.

According to the completion rate of sales targets of a number of mainstream new energy car companies in the first three quarters of 2022, according to the Tramway report, BYD's sales in the first three quarters of 2022 were the most amazing among many car companies.

According to the data, BYD's cumulative sales of new energy passenger vehicles in the first three quarters were 1175321, an increase of 255.30 percent over the same period last year, accounting for nearly 1/3 of the market share, surpassing Tesla's global delivery of 908600 vehicles in the first three quarters. So far, BYD has achieved 78.4% of its annual sales target of 1.5 million vehicles in 2022, and the remaining 21.6% will be achieved in the next three months. According to the analysis of BYD's current sales situation, there is no doubt that BYD will achieve its annual sales target of 1.5 million vehicles for the whole year, and it is expected that BYD will hit the annual sales target of 2 million vehicles.

Official data show that Tesla delivered a total of 908000 new cars worldwide in the first three quarters of Tesla, of which the delivery performance in the third quarter was more eye-catching. Tesla delivered 310000 vehicles in the first quarter and 255000 vehicles in the second quarter. The delivery volume in the third quarter was 343000 vehicles, an increase of 42.4% over the same period last year and 30.9% month-on-month growth. With regard to the gap between production and sales of Tesla in the third quarter, Tesla said that since the third quarter of this year, Tesla began to transition to "more balanced mass production on a weekly basis for different regional markets", resulting in an increase in the number of cars still in transit at the end of this quarter, which have been ordered. And will be delivered to the customer upon arrival at the destination. According to the annual sales target of 1.5 million vehicles, Tesla needs to deliver more than 500000 new cars in the fourth quarter, achieving at least 45.7% month-on-month growth, but Tesla is not very hopeful about achieving the overall sales target. Zachary Kirkhorn, chief financial officer of Tesla, said on a conference call that Tesla was unlikely to achieve a 50 per cent increase in full-year delivery this year. In addition, Elon Musk, chief executive of Tesla, also said that Tesla may not be able to meet his sales target this year because of persistent logistics challenges.

In terms of the new forces of domestic car building, judging from the list, the best performance of the annual sales target rate is Naha car, which has completed 74% of 150000 vehicles, and it is a foregone conclusion to achieve annual sales of 150000 vehicles. Of course, due to the different annual sales targets of the major car companies, the comparison is of little significance. However, from the point of view of monthly delivery volume, after entering 2022, Naha Automobile has indeed performed well among a number of new car-building forces in China, occupying the first echelon of car-building new forces many times.

In the first three quarters, Xiaopeng delivered less than 100000 vehicles, and at present only 39% of the 250000 vehicles have been completed. even if Xiaopeng's delivery volume reaches 100000 in the fourth quarter, it still lags far behind the annual sales target of 250000 vehicles. With regard to the future development of the new power, Meituan Wang Xing said last month that "for the past 20 or 30 years, 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 'Liwei Hua' (ideal, Lulai, Huawei). No matter which company wins, China will win. " Although Xiaopeng Automobile, ideal car and Xilai Automobile are both new domestic car-building forces, from Wang Xing's remarks, in the "Wei Xiaoli" camp, it is obvious that he is not optimistic about Xiaopeng Automobile.

Xilai completed 55 per cent of 150000 cars; ideal cars completed 44 per cent of 200000. On September 26th, ideal Motors announced that due to supply chain restrictions, ideal Motors lowered its third-quarter delivery forecast. It is expected to deliver about 25500 vehicles in the third quarter. The previous delivery volume was expected to be 27000 to 29000 vehicles, which is 5.6% lower than the minimum guiding delivery. The automobile industry is concerned that the reduction of the third-quarter delivery forecast of ideal car is mainly affected by the ideal ONE replacement. Among them, ideal delivered a total of 4571 new cars in August, down 51.5% from a year earlier and 56.1% from a month earlier. At present, the ideal ONE replacement model ideal L8 has been officially launched on September 30th, and the new car has launched a total of two models with a price range of 35.98-399800. As for whether the ideal L8 can achieve better performance in sales after taking over the ideal ONE, it is worth looking forward to, but it is difficult for the ideal car to achieve the annual sales target of 200000 vehicles.

With the exception of the new power brand, AITO has completed only 15% of its 300000 vehicles, a far cry from its annual sales target, but this is not surprising. At the beginning of this year, Huawei smart car solution BU CEO Yu Chengdong confidently set a 2022 annual sales target of 300000 vehicles for AITO, and later revised the annual sales target due to the influence of the automobile industry supply chain. Yu Chengdong said that in the case of chip shortage, it is impossible to achieve 300000 vehicles at all, and it is a miracle to be able to complete 10-200000 vehicles in the first year. On October 13, Yu Chengdong explained the delivery of new cars in September. Yu Chengdong said that the shortage of supply caused by the containment of the epidemic eventually affected the delivery schedule. The AITO was supposed to deliver more than 16000 vehicles in September, but only delivered just over 10, 000 vehicles. However, Yu Chengdong said bluntly that AITO already has the capacity to sell 20, 000 vehicles a month.

As for other new energy vehicle brands, GAC AION completed 44% of 200000 vehicles, 73% of 250000 vehicles, which is expected to achieve the annual sales target; polar krypton ZEEKR completed 56% of 70, 000 vehicles; zero-running cars completed 44% of 200000 vehicles; Lantu cars completed 44% of 31000 vehicles; and polar fox cars completed 25% of 40, 000 vehicles.

On the whole, except for the sharp increase in sales of BYD, Nezha and Ian, and the possibility of achieving the annual sales target, most of the other brands may not be able to achieve the sales target, of which Xiaopeng and Mengjie have an annual sales of about 250000. But Xiaopeng wants to achieve the goal, which means that sales need to double, but the boundary is a far cry, so Xiaopeng and the question basically have nothing to do with achieving the goal.

In addition, the sea data of new energy vehicles also increased, showing that the export volume of new energy vehicles reached 389000 in the first three quarters of 2022, more than double that of the same period last year. Cui Dongshu, secretary-general of the National passenger car Market Information Association, said that taking into account the market performance in the first three quarters of this year and the increased sprint efforts of car companies in the fourth quarter, it is estimated that the wholesale sales of new energy vehicles this year may reach 6.5 million.

At present, there is still one quarter to go before the end of the year, and in order to sprint delivery volume to achieve the annual target, many car companies have also launched a series of "promotional" activities. Tesla originally ended the 8000 yuan insurance subsidy "promotion" activity at the end of September, but on National Day, Tesla announced that he would extend the insurance subsidy activity to the end of the year. Tesla said that for all Model3 and ModelY models ordered and delivered between October 1 and December 31 in 2022 (only applicable to unlicensed vehicles), car owners can enjoy an insurance subsidy of 7000 yuan if they choose to buy the corresponding insurance through Tesla's cooperative insurance institution. In addition, prior to this, a number of new car-making companies, including Xiaopeng Automobile, ideal Automobile and Xilai Automobile, also offered discounts at the terminal. As for whether the major car companies can finally achieve their annual sales targets, it still needs more time to wait and see.

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