AutoBeta(AutoBeta.net)12/02 Report--

On December 1, the major new power brands announced the latest monthly delivery volume as scheduled. According to the ranking of the "Tramway report," the delivery volume of Nezha, ideal and NIO all exceeded 10,000, of which Naha, which focuses on low-end models, once again topped the list of new car-building forces, while zero-running cars fell out of the 10,000 category. In the "Wei Xiaoli" camp, Xiaopeng fell behind again, plunging 62.78 per cent to 5811 in November compared with the same period last year.

Data show that Xiaopeng delivered a total of 5811 new cars in November, down 62.78% from the same period last year and an increase of 13.92% from the previous month. It is the only car company on the list that has declined from the same period last year. At the same time, it is also the third time that Xiaopeng Motor has experienced a month-on-month decline for five consecutive months and ranked at the bottom of the list of new car-building forces. On the specific models, the official only announced the delivery of 1546 Xiaopeng G9, other models have not been announced. Xiaopeng G9 is the latest model of Xiaopeng, which was launched on September 21 and officially launched on October 27th. The car undertakes the double-layer task of raising gross profit margin and brand influence, and the follow-up market performance is very important to Xiaopeng. However, from the November delivery situation, the performance of the car is very mediocre.

Or in order to reverse the slump in sales, Xiaopeng made adjustments to the P7, P5 and G3i cars on November 19th, in which the G3 was adjusted from seven previous models on sale to four models with a price range of 16.89-201900 yuan, while the P7 was adjusted from 22 previous models on sale to 9 models with a price range of 23.99-285900 yuan. The P5 has been adjusted from 11 models on sale to 5 models, with a price range of 17.99-225900 yuan. The above three models only simplify the number of models, and do not involve product configuration and price adjustment, in order to simplify and further optimize the difficulty of consumer choice, of course, this may be more important to increase production capacity and overall sales. Prior to this, Xiaopeng Motor also carried out a deep organizational structure adjustment, including the establishment of three product matrix organizations, and so on. Foreign media speculated that this move may be related to the poor market sales performance of the Xiaopeng G9. In response to this view, he Xiaopeng, chairman of Xiaopeng Automobile, said: "We actually adjust our organizational structure every year, and this adjustment is already under discussion at the beginning of this year." This year, we also asked a consulting firm to conduct a survey, and they suggested that the adjustment should be at the end of the year, but the final result was two months ahead of schedule. "

Data show that Xiaopeng delivered a total of 109465 cars from January to November in 2022, lagging behind the ideal car and achieving only 43.79% of the 250000-year target for the whole year, which also means that Xiaopeng basically missed the annual sales target. At the third quarter earnings call, Xiaopeng CEO he Xiaopeng said: "the short-term delivery fluctuations will not affect Xiaopeng's long-term strategy. Xiaopeng's leading position in mass production self-driving technology will further help the company increase its market share." Looking forward to the last month of this year, he Xiaopeng said that the delivery volume of Xiaopeng cars in December may return to the level of 10,000 vehicles, and is "confident that the G9 will become the top three in the pure electric SUV market of more than 300000." Officials also said: "the production capacity climbing into the G9 in December will be further accelerated, in-hand orders will also be delivered faster, and Xiaopeng will launch three new products one after another from the first quarter of next year."

In sharp contrast to Xiaopeng, delivery volumes of ideal and Ulay rebounded strongly in November. Ideal cars delivered 15034 new cars in November, an increase of 11.49 percent over the same period last year and 49.56 percent month-on-month. By the end of November, a total of 112013 ideal cars were delivered in the first 11 months of 2022, surpassing Xiaopeng Automobile to become the second largest car company in the previous November.

Regarding the significant month-on-month increase in November delivery, Shen Yanan, co-founder and president of ideal Motor, said: "the ideal L9 has been the top seller in China's large SUV market for two consecutive months since it started delivery. in addition, the ideal L8 began delivery in November with higher customer satisfaction than expected. with the ideal L8 delivery, the two models consolidate the market position of the ideal car in the 30-500000 price range." However, the Tramway report noted that the ideal car was still affected by delays in the supply of core parts at the end of November. On November 27th, ideal Motors announced that due to the delay in the supply of core parts, some App users who indicated that delivery at the end of November would be postponed to December, including ideal L9 Max and ideal L8 Pro models. Among them, the ideal L9 Max users are expected to delay by one week, and the ideal L8 Pro users are expected to delay by 2-3 weeks, but the delay in the supply of core parts does not have a great impact on the ideal car. Ideal Automobile said that the models delivered in December will not be affected for the time being.

In October, the NIO automobile production base was seriously affected by the epidemic, and the delivery time of some users was delayed. As the factory resumed production, a total of 14178 new cars were delivered in November, an increase of 30.3% over the same period last year and an increase of 40.9% over the same period last year. A total of 106671 vehicles were delivered from January to November 2022. Deliveries of three new models, the ET7, ES7 and ET5, of NT2, the second-generation technology platform, have all risen steadily to 11072, according to official data.

In addition to "Wei Xiaoli", the second-tier new power brand Naha has performed very brightly recently. it delivered a total of 15072 cars in November and topped the list of new power brands, taking the lead in achieving the target of annual sales of 150000 cars. generally speaking, after entering 2022, Nahu has achieved visible growth and has performed well in the new forces of domestic car-building. It should be noted that Nahu's car has dropped by 16.34% month-on-month in November. This is the first month-on-month decline in the past six months. According to the Tramway report, the models currently on sale include Nezhu U (12.38-201800 yuan), Nezhu V (7.99-123800 yuan) and Nezhu S (19.98-338800 yuan). Among them, Nezhu S is a brand-new model of Nawei Automobile, which was put on the market on July 31, positioning medium and large cars, and it is also the most expensive model. Zhang Yong, CEO of Nezha, called Nezha S "the best sedan under a million". Delivery of the car was officially launched on Nov. 30, and whether the new car can become another popular model of Nezha depends on the follow-up performance.

In contrast to Nezha, Zero, which is also a second-tier new power brand, has performed poorly in the past two months. According to the data, only 8047 zero-running cars were delivered in November, and a total of 102675 zero-running cars were delivered from January to November 2022, completing only 51.33% of 200000 vehicles, or failing to meet this year's sales target.

In addition to the new power brands, other new energy vehicle brands also release sales. From the "Tramway report" statistics of the ranking, in addition to polar krypton ZEEKR to maintain month-on-month growth, Eian, Mengjie, Lantu and other car companies have declined year-on-year, the reason for the decline may be affected by the epidemic. Among them, the sales volume of Cyrus in November was 8262, up 335.07% from the same period last year, down 31.3% from the previous month, which was the first month-on-month decline since delivery in March. AITO officials said that it was mainly affected by repeated epidemics and tight supply chains, especially in November, when the epidemic in Chongqing and other places brought certain pressure to the production and delivery links of enterprises. Some AITO user centers and some Huawei experience stores have been hit hard. by the end of November, Selis's delivery this year increased by 721.68% year-on-year to 69884 vehicles. GAC Ean delivered 28765 vehicles in November, an increase of 91.48% over the same period last year and a decline of 4.32%. From January to November 2022, it delivered a total of 241149 vehicles, completing 96.45% of 250000 vehicles. There is basically no doubt about achieving the annual sales target. Polar krypton delivered 11011 cars, an increase of 447.27% over the same period last year and 8.82% month-on-month. Since the start of delivery, polar krypton 001 has delivered a total of 66611 vehicles, which is only one step away from the previously agreed annual sales of 70,000 vehicles. At present, the second production model of polar krypton ZEEKR-ZEEKR 009 has been launched on November 1st. A total of two new models have been launched with a price of 49.9-588000 yuan. The delivery of the new car may boost the overall sales performance of polar krypton brand. Lantu delivered 1508 cars, an increase of 32.40% over the same period last year, down 40.93% from the previous month.

Judging from the delivery results of the new power brands of car building in November, in the "Wei Xiaoli" camp, except Xiaopeng Automobile, the delivery volume of the other two car companies rebounded strongly in November, and zero-running cars also rebounded compared with the previous month. Other new energy vehicle brands on the list, affected by the epidemic, all suffered a decline in sales to a certain extent, only polar krypton ZEEKR achieved a slight increase.

As the decline of state subsidies for new energy is approaching, including Xiaopeng Motor and Najia Automobile have successively introduced time-limited price protection policies. Cui Dongshu, secretary-general of the National passenger car Market Information Association, said that purchase tax subsidies and new energy subsidy policies at the end of the year will promote early purchase, and advance consumption before the Spring Festival next year is expected to be more reflected at the end of the year.

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