AutoBeta(AutoBeta.net)11/02 Report--

On November 1, the major new power brands announced the latest monthly delivery volume as scheduled. According to the ranking list of the "Tramway report," the Nezha, Ulai and the ideal delivery volume all exceeded 10,000, of which Naha, which focuses on low-end models, continued to top the list of new car-building forces with a sales volume of 18016, while zero-running cars fell out of the 10,000 category. In the "Wei Xiaoli" camp, the three car companies have declined month-on-month, of which the most "outstanding" is Xiaopeng, which nearly halved its delivery volume in October.

Data show that Xiaopeng delivered a total of 5101 new cars in October, down 49.7% from the same period last year and 39.8% from the previous month. It is the only car company on the list that has declined year-on-year compared with the previous year. At the same time, this is also the second time that Xiaopeng Motor has experienced a month-on-month decline for four consecutive months and ranked at the bottom of the list of new car-building forces. Specific models, October P7 delivery of 2104, P5 delivery of 1665, G3i delivery of 709, all models "lost" month-on-month decline, while the high expectations of the Xiaopeng G9 is only 623. Xiaopeng G9 is the latest model launched by Xiaopeng, which undertakes the double-layer task of raising gross profit margin and brand influence. the car was launched on September 21 and officially opened for delivery on October 27. Xiaopeng CEO he Xiaopeng said that G9 production will climb steadily from November, Xiaopeng will accelerate delivery and promote the overall delivery volume to continue to increase. In addition, Xiaopeng Motor has issued a full-staff email on the evening of October 21 to carry out a comprehensive organizational structure adjustment, followed by the organizational structure business unit (business unit), adjusting the impact of the over-centralized organizational structure on operational efficiency, so as to reverse the decline of Xiaopeng automobile products and sales. Although Xiaopeng has seriously lagged behind in the past four months, fortunately, from the point of view of annual delivery volume, Xiaopeng is still ahead of Lulai and ideal cars.

Delivery of Xilai cars rose 174.3 per cent to 10059 vehicles in October from a year earlier, but fell 7.5 per cent from a month earlier. Xilai said that in October, the production base was seriously affected by the epidemic, and the delivery time of some users was delayed. It should be noted that there were media reports yesterday that production at the whole vehicle factory in Xilai was suspended. The report pointed out that due to the requirements of epidemic prevention and control, two factories in Hefei have stopped production one after another, and the delivery of its models has generally been delayed. Since mid-October, the production of NIO began to face challenges. Jianghuai NIO F1 factory was closed for 3 or 5 days in line with the original plan for epidemic prevention, because most of the parts are in stock for closed production, but with the extension of the closed control time, the pace of overall production and delivery has been greatly affected. In addition, NeoPark, the automobile industry park in the Hefei Economic Development Zone, is also under closed control recently, and the whole vehicle production line of the F2 plant has also been suspended. At present, all the production capacity of NIO is located in Hefei, the F1 factory is responsible for producing most of the models of NIO, and the F2 factory is responsible for producing ET5 cars. In response to this report, NIO responded to the relevant media that the news was true and indeed affected the production and delivery progress in October. It is not clear what impact the suspension of factory production will have on the next delivery of new cars.

Ideal cars rose 31.4 per cent year-on-year to 10052, just seven short of second-placed Lai Lai, but still down 12.8 per cent from a month earlier. Ideal L8, an ideal ONE replacement model, was officially launched on September 30, with a total of two new models with a price range of 35.98 yuan to 399800 yuan. Ideal L8 will officially start delivery this month, said Shen Yanan, co-founder and president of ideal Automobile. Last night, ideal car CEO Li Xiang also posted on Weibo that preparations for mass production in October were carried out for the ideal L8. From both sides, the ideal L8 as the ideal ONE pick-up model is expected to reverse the decline in new car delivery after the launch. In addition, Li said proudly that he would strive to achieve a monthly income of more than 10 billion yuan by 2022, ending seven years of consecutive losses.

In addition to ideal L9 and ideal L8, ideal L7 is also officially on the market. The new car positioning medium-sized five-seat SUV has launched two models with a price range of 33.98-379800 yuan. It is expected to make its debut at the Guangzhou Auto Show in November and deliver it at the end of February 2023. After listing, it will compete with Xiaopeng G9.

Let's take a look at which cars and zero cars on the list. Judging from the list, the best performer in October is still Nashi, which delivered 18016 cars in the first echelon of the new power brand in October. On the October report card, Zhang Yong, co-founder of Naha Automobile, said: "October delivery fell far short of expectations, but it was passable compared with the cold market environment." According to statistics, Nahu delivered a total of 129206 cars in the first 10 months, becoming the only car company in the list of new car-building forces with a cumulative delivery volume of more than 120000. From this point of view, it is a foregone conclusion that Nahu will achieve annual sales of 150000 vehicles.

In contrast, zero-running cars, which are also focused on low-end models, suffered a decline in sales, delivering only 7026 vehicles in October, down 36.4% from the previous month, with a sharp decline or affected by the epidemic. Zero run car said: "Zhejiang Jinhua epidemic and zero run C01 delivery capacity climbing brought about by the overall delivery rhythm has a short-term impact." In addition, the share price of Zero has also halved. On Sept. 29, Zero Motors landed in Hong Kong. One month after its listing, Zero's share price fell by more than 60%, wiping out HK $34.2 billion. As of Oct. 28, Zero's total market capitalization was only HK $20.4 billion. Up to now, there are four models of Zero running S01, Zero running T03, Zero running C11 and Zero running C01. Zero-running cars announced that the extended version of zero-running C11 is about to make its debut, which may provide a new growth point for zero-running car delivery in the future.

In addition to the new power brands, other new energy vehicle brands also release sales. Among them, Cyrus continued to maintain its growth momentum. According to official data, the delivery volume of the boundary series in October was 12018, an increase of 461.4% over the same period last year, and more than 10,000 vehicles were delivered for three months in a row; GAC EA's sales volume was 30063, an increase of 149% over the same period last year. The annual sales target of 200000 vehicles was achieved two months ahead of schedule. Polar krypton cars were delivered 10119, an increase of 22.3% over the previous month, and the first monthly delivery exceeded 10,000 vehicles. Lantu delivered 2553 cars, an increase of 1.4% over the previous month.

According to the ranking statistics of the "Tramway report", the sales data of many car companies slowed or declined to varying degrees in October, and the three car companies of "Wei Xiaoli" all suffered a considerable decline in sales. Only the car industry has achieved slight growth compared with the previous month. The Federation pointed out that the auto market is facing some pressure due to the prevention and control of the epidemic in October, but new energy capacity will be further released towards the end of the year.

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