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On January 1, the major new power brands announced the latest monthly delivery volume as scheduled. From the ranking list of the "Tramway report" statistics, in December, in the "Wei Xiaoli" camp, the three car companies performed well, with delivery volume of more than 10,000 vehicles, of which the ideal car performed very well, with more than 20,000 vehicles. The second-tier new power brand Najia cars and zero-running cars are seriously lagging behind, delivering only 7795 cars in December, which is the only car company on the list that has declined year-on-year compared with the same period last year, but in terms of annual delivery, Nahu car has occupied the top spot of new car-building forces with sales of 152073 vehicles, becoming the top seller of the year.

According to the data, Nahu delivered a total of 152073 vehicles in 2022, an increase of 118% over the same period last year, making it the annual sales of new power brands. Among the specific models, Nashi U delivered 51021 vehicles, Naxi V delivered 98847 vehicles, and Nathan S delivered a total of 2205 vehicles since it began delivery at the end of November. It is to be expected that Nezha has become the top seller of the year. In the sales performance of the previous November, Naga has been ranked No. 1 in New Power sales five times this year. Unexpectedly, Najia suffered a decline in sales in December, delivering only 7795 vehicles, its first year-on-year decline in nearly six months. There was no official explanation for the drop in delivery.

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 Nahu car, which was put on the market on July 31 and delivered on November 30th. Zhang Yong, CEO of Nezha car, called Nezha S "the best sedan car under a million". In addition, in the first half of this year, Naha Automobile will also launch a new pure electric sports car, "Nezha E". The new car is based on Naha's self-developed Shanhai platform, positioning a two-door four-seat pure electric sports car, and provides two versions of single-motor rear-drive and dual-motor four-wheel drive, with a CLTC mileage of up to 580km.

Nashi E declaration chart

Zero-running cars, which are also second-tier new power brands, performed equally poorly in December, delivering only 8493 zero-running cars in December and 111168 for the whole of 2022, completing only 55.58% of 200000, ranking at the bottom of the annual list of new car-building forces. Up to now, there are four models of Zero running S01, Zero running T03, Zero running C11 and Zero running C01.

Let's take a look at Wei Xiaoli on the list. According to the list, the ideal car performed best in December. The ideal car topped the list of new forces with sales of 21233 vehicles, setting a record for monthly delivery. in specific models, the ideal L9 and ideal L8 delivered more than 10,000 vehicles in December. By the end of December, ideal cars had delivered a total of 133246 vehicles, leading Xiaopeng Motor and Xilai Automobile to become the second largest car company in annual delivery volume.

Ideal car is the car company with the least product layout in "Wei Xiaoli". According to the official website, the ideal car currently on sale includes ideal L8 and ideal L9, of which ideal L9 is the second mass production model under ideal Automobile, which officially went on sale on June 21, with a vehicle price of 459800 yuan. Ideal car founder Li want to define the car as "the best household flagship SUV within 5 million", at the previous new car launch. Li Xiang said bluntly: "the ideal L9 suspension uses a front double-arm, rear five-link structure, providing flagship driving performance and ride comfort, with millisecond response CDC damping system, even compared with Curinan, we are not afraid at all." The ideal L8 is the replacement model of the ideal ONE, which was launched on September 30th, with a price range of 35.98-399800 yuan. As the connecting model of the ideal ONE, Li Xiang said bluntly: "the ideal L8 redefines the six-seat deluxe medium and large SUV, which is the first choice for the six-seat deluxe medium and large SUV. The Pro model is the top match, and the Max model is in the sky. There is no such car in the world before." According to the plan, the ideal L7 will be released on February 8, and the car will be located in a medium-and large-sized five-seater SUV with a total of two models with a price range of 33.98-379800 yuan, which will compete with the Xiaopeng G9 after its launch.

In December, Xiaopeng returned to the 10,000-vehicle class, delivering a total of 11292, an increase of 94% from the previous month, but down 29.43% from a year earlier, making it the brand with the highest year-on-year decline among the above-mentioned car companies. On the specific models, the official only announced the delivery of 4020 Xiaopeng G9, other models have not been announced. Xiaopeng G9 is the latest model launched by Xiaopeng Motors, which was launched on September 21 and officially launched on October 27th. From the analysis of sales data, the output of G9 has been climbing steadily since November, and the delivery volume has increased. As to whether the follow-up G9 can bear the sales volume of Xiaopeng, the automotive industry is concerned that as the new car is not long on the market, whether it can become a pillar in the future depends on the follow-up performance.

Lulai delivered 15815 cars in December, an increase of 50.80 percent over the same period last year and 11.55 percent month-on-month. A total of 122486 vehicles were delivered for the whole year, ranking third on the annual list of new forces. On the evening of December 24th, Xilai officially released two new cars, the sedan SUV EC7 and the new generation ES8, on NIO DAY 2022. The starting price of the EC7 is 488000 yuan, and the starting price of the new generation ES8 is 528000 yuan. The two new cars will be delivered in March and June, respectively. At that time, there will be more than 8 models on sale, making it the car company with the largest number of models sold among the three car companies. As for next year's sales target, Li Bin, chairman of Xilai Automobile, said that due to the withdrawal of subsidies for new energy vehicles, the domestic new energy vehicle market will be under some pressure in the first half of 2023. "on the one hand, because of the early release of consumption, on the other hand, consumer confidence also needs time to repair." Li Bin believes that the new energy vehicle market in 2023 will gradually recover in the second quarter. At the same time, Li Bin said that the sales of Lexus fuel vehicles will definitely surpass those of Lexus next year, although the sales of BMW Mercedes-Benz Audi are still far behind those of BMW Mercedes-Benz Audi, adding that he is very confident in this goal.

In addition to the new power brands, other new energy vehicle brands also release sales. Among them, GAC Ean delivered 30007 vehicles in December, an increase of 107% over the same period last year, and a total of 271156 vehicles were delivered in 2022, achieving the annual sales target of 250000 vehicles. With regard to the annual sales target for the new year, General Manager Gu Huinan revealed at the Guangzhou Auto Show that the annual sales target of Ean in 2023 is to guarantee 500000 vehicles, sprint 600000 vehicles, and achieve production and sales of more than 1.5 million vehicles by 2030.

As Huawei's key cooperation car brand, Selis's annual sales performance is also good. Data show that since delivery in March, Selis has delivered a total of 76180 vehicles, of which 10143 were delivered in December. Selis's monthly sales also exceeded 10,000 vehicles from August to October. For November, the number dropped to 8260. Officials said it was affected by the epidemic and tight supply chain, which had a great impact on planned delivery. Yu Chengdong, Huawei's smart car solution, has previously said that AITO already has the capacity to sell 20, 000 vehicles a month, and Cyrus is expected to maintain its growth trend in the new year.

In addition, Lantu delivered a total of 19409 cars in the whole year, 185.80 percent last year, of which 1729 were delivered in December, down 48.08 percent from the same period last year and an increase of 14.7 percent from the previous month. Polar krypton delivered 71941 cars for the whole year, up 198.7% to 11337 in December from a year earlier.

Judging from the delivery results of the new power brand of car building in December, in the "Wei Xiaoli" camp, in addition to NIO Motors, the delivery volume of ideal cars and Xiaopeng cars rebounded strongly in December, especially Xiaopeng Motor, with an increase of 94.32% month-on-month. Zero-running cars, the second-tier new power brand, also rebounded slightly compared with last month, but there was a huge gap between Nashi cars and previous months, with a month-on-month drop of 48.28%. Most of the other new energy vehicle brands on the list also grew, with only Lantu car down 48.08% from the same period last year.

According to the relevant national policies, the subsidy for the purchase of new energy vehicles has been terminated on December 31, 2022, and vehicles licensed since January 1, 2023 will no longer enjoy state subsidies (ranging from 10080 yuan to 13860 yuan per vehicle). However, a number of new energy vehicle enterprises have made it clear that the state subsidy will not increase the price. On December 30th, Zero car announced that it would not raise the price of the model and said that the state subsidy was zero, while enjoying the highest discount of 10000 yuan for C01. On December 31, Lantu officially announced that the state subsidy for new energy vehicles would be cancelled after December 31. Lantu launched new preferential policies for all FREE models, and users who buy vehicles before March 1, 2023 can enjoy a subsidy of 30000 yuan without threshold. On January 1, Xiaopeng announced that the national recommended retail price of each model in 2023 will remain in line with the comprehensive subsidy price at the end of 2022.

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