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

On February 1, the new force of car building handed over its first report card of the new year. Affected by the Spring Festival holiday, the delivery volume of the new power brand in January was generally "ugly", of which only the ideal car delivery volume exceeded 10,000, while Lulai, Nahan, Xiaopeng and zero-running cars all showed a sharp month-on-month decline compared with the same period last year.

In January, ideal delivered a total of 15141 new cars, an increase of 23.4 per cent year-on-year. It was the only new power brand that delivered more than 10,000 cars and achieved year-on-year growth, but it was 28.69 per cent lower than the 21233 in December 2022. At present, the ideal car models for sale, including L8, L9 and L7, will be officially released on February 8.

A few days ago, ideal car CEO Li wants to release a piece of information about the price range of ideal L-series models. It has been revealed that ideal L9 will stick to the price range of 40-500000, ideal L8 and ideal L7 will stick to the price range of 30-400000, and ideal L6 and ideal L5 will stick to the price range of 20-300000. In addition, ideal cars will not launch models within 200000 yuan.

After ideal car, Lulai delivered a total of 8506 new cars in January, down 11.87% from the same period last year and 46.22% from the previous month. Earlier, Li Bin, chairman of Xilai, said that "in 2023, the full-year sales of Xilai are still some way away from the fuel vehicle sales targets of BMW and Mercedes-Benz, but they are very confident that they will surpass Lexus fuel vehicle sales." Lexus sales are expected to be close to 200000 in 2023, meaning that Lexus's target sales in 2023 will be around 200000.

The third place was Nashi, which delivered 6016 new cars in January, of which 3487, 1012 and 1517 were delivered by Nathan V, Nathan U and Nathan S respectively. It is not difficult to see that the car mainly depends on the V, which is the low-end model of the car, and it is also the only model priced within 100000 yuan, while the S, which is hoping to hit the high end, has not yet received positive market performance.

In contrast, Xiaopeng cars and zero-running cars are halved in the same month. Among them, Xiaopeng delivered a total of 5218 new cars, down 59.62% from the same period last year and 53.79% from the previous month. At present, Xiaopeng car models on sale include G3, P5, P7 and G9, among which the G9 positioning flagship SUV undertakes the important task of raising Xiaopeng's gross profit margin, but in terms of current G9 sales, it is not yet a successful product. It is understood that Xiaopeng will release a revamped P7 in the near future, as Xiaopeng used to be responsible for sales, the new P7 will be the hope of Xiaopeng to boost sales quickly.

On January 30, Xiaopeng Automobile official announced that Wang Fengying officially joined Xiaopeng Automobile as President, and was fully responsible for the product planning, product matrix and sales system of Xiaopeng Automobile. It is understood that Wang Fengying was once the No. 2 person of Great Wall Motor. She worked at Great Wall Motor for 30 years, dominated the product strategic planning and marketing of Great Wall pickup trucks and SUV, and promoted Harvard H6 to become the SUV sales champion in a row. Wang Fengying joins Xiaopeng Motor, needs to quickly establish an efficient marketing operation system to boost its current Xiaopeng morale.

Zero-running cars are even more bleak, delivering only 1139 new cars in January, down 85.92 per cent from a year earlier and 86.59 per cent from a month earlier. Zero running car said that due to the impact of the epidemic infection and the advance of the Spring Festival of the year of the Rabbit, the sales rhythm of dealers in January was disturbed, and the popularity and transaction performance were relatively weaker than the normal seasonal level, leading to short-term fluctuations, which will gradually return to the normal pace.

It is worth mentioning that Zero Automobile also carried out internal organizational restructuring in early January. Xu Jun was appointed Senior Vice President and Chief operating Officer in charge of sales and service, and Zhang Weili was appointed Senior Vice President and Chief Marketing Officer of the company. in charge of marketing and user operations. It is understood that both Xu Jun and Zhang Weili joined Huawei. Xu Jun served as Minister of Open Channel and Vice President of sales and Minister of Asia-Pacific Channel of Consumer Business in Huawei Technology Co., Ltd. from June 2012 to January 2020. Zhang Weili served as Chief Marketing Officer of Greater China Regional Department and Chief Marketing Officer of Latin American Regional Department at Huawei Terminal Co., Ltd from 2014 to 2021.

In addition to the new power brands, other new energy brands also stalled collectively. On the evening of February 1, BYD released data showing that sales of new energy passenger vehicles in January were 150164, up 61.60% from the same period last year, of which 143725 were under the BYD brand, up 54.66% from the same period last year, down 37.12% from the previous month, and 6439 under the Tengli brand, up 7.28% from the previous month.

Despite the month-on-month decline, BYD sales still have an absolute advantage in the domestic market. On a month-on-month basis, BYD failed to continue the growth trend that repeatedly hit record highs last year, which is related to the advance announcement of price increases by BYD, which led some consumers to place orders before the price increases, spurring sales to hit an all-time high in December 2022. On a year-on-year basis, BYD announced the suspension of production and sale of fuel vehicles in April 2022. Before that, fuel vehicles were responsible for part of BYD's sales, while today BYD's sales are made up of new energy vehicles.

AITO delivered 4475 vehicles, down 55.88% from the previous month. On January 13, the starting price of M5 EV was reduced by 28800 yuan to 259800 yuan, and the starting price of M7 comfort version and deluxe version was reduced by 30, 000 yuan to 289800 yuan, and compensation was provided to some old car owners. However, as the overall contribution of these two models to the AITO boundary is not great, there is no sharp increase in passenger flow and orders in stores under the boundary after price reduction.

GAC Ean delivered 10206 vehicles, down 36.34% from the same period last year and 65.99% from the previous month. Gu Huinan, general manager of Guangzhou Automobile Ean, said, "the sales goal of Ean in 2023 is to guarantee 500000 challenges of 600000 vehicles, 1 million vehicles (including exports) in 2025 and 1.5 million vehicles in 2030."

3116 polar krypton cars were delivered, down 11.73% from the same period last year and 72.51% from the previous month. It is understood that the Polar Krypton Wisdom Factory will use the Spring Festival holiday and its pre-and post-period to upgrade the production line, and it is expected that the equipment production line will be upgraded from January 11 to February 1, 2023, which is one of the reasons for its sales decline compared with the previous month. According to the plan, sales of polar krypton cars are expected to double in 2023 compared with 2022, with delivery of 140000 vehicles.

By contrast, Lantu's performance in the end market is still lacklustre, although it is down 0.32% from the same period last year and 10.47% lower than other brands, but it delivers 1548 vehicles a month, which seems to be the normal level of the brand.

In addition to the impact of the Spring Festival holiday and enterprises' own problems, policy adjustment is also the reason for the decline in sales of new energy vehicles in the market. Cui Dongshu, secretary-general of the Federation of passengers, said, "New energy vehicles are bound to weaken significantly in January, and new energy vehicles are the final subsidy, taking various means to digest existing inventory." In order to reduce the inventory pressure of dealers, manufacturers have recently made a sound wholesale sales, which is also a preparation for a good start in February 2023. The industrial chain of the automobile market is mismatched and fluctuates greatly. "

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