AutoBeta(AutoBeta.net)03/03 Report--

On March 1, the major new forces in China announced the delivery of the report card as scheduled. According to the ranking list of statistics of "Trolley Report," after experiencing the collective decline of delivery volume in January, the delivery volume of many automobile enterprises began to recover in February, but on the whole, it was still "a few happy and a few worried." Specifically speaking, the delivery volume of Ideal, NIO and Nezha exceeded ten thousand vehicles, among which the ideal car occupied the top of the new force of car building with the delivery score of 16620 vehicles, while Xiaopeng automobile and zero-running automobile continued to "fall behind", falling year-on-year in February.

In the "Wei Xiaoli" camp, the most "outstanding" performance is Xiaopeng Automobile. The delivery volume in February was only 6010 vehicles, down 3.41% year-on-year and up 15.18% month-on-month, which is the only brand among the three automobile enterprises with year-on-year decline. In fact, the delivery volume of Xiaopeng Automobile has been in the state of "falling behind" in recent half a year. Although Xiaopeng Automobile has carried out a series of measures such as organizational structure, optimization of vehicle number and personnel adjustment urgently, its delivery volume has not improved significantly so far.

On January 30, Xiaopeng Automobile official announced that Wang Fengying officially joined Xiaopeng Automobile as president, fully responsible for the product planning, product matrix and sales system of Xiaopeng Automobile, and reported to He Xiaopeng, Chairman and CEO of Xiaopeng Automobile. At that time, there was news in the market that Wang Fengying, who joined Xiaopeng Automobile, set a goal: "The sales volume of Xiaopeng reached one million in three years, and the market value of Xiaopeng reached hundreds of billions of dollars in five years." Therefore, Wang Fengying got the alias of "Million Sister" inside Xiaopeng. However, in response to this news, the relevant person in charge of Xiaopeng Automobile said to the media: "There is no such thing."

The official website shows that Xiaopeng car models on sale include Xiaopeng P7, P5, G3i and G9 four models. In addition, the spy photos of Xiaopeng brand-new models have been circulated online recently. The new car or named Xiaopeng G7, and the brand-new modified model P7 is also about to appear. As for the product update and under Wang Fengying's guidance of product planning, product matrix and sales system, it remains to be seen whether the sales volume of Xiaopeng Automobile can return to its glory period.

Compared with Xiaopeng Automobile, the delivery volume of ideal car and NIO automobile in February is relatively bright. In February, the ideal vehicle delivery volume was 16620 vehicles, with a year-on-year growth of 97.53% and a month-on-month growth of 9.77%. The delivery volume exceeded 10,000 in June in a row, winning the monthly sales crown again. According to the 2022 financial report released by Ideal Automobile, the delivery volume of Ideal Automobile is expected to be 52,000 - 55,000 vehicles in the first quarter of 2023, with a year-on-year growth of 64.0%-73.4%. According to the calculation of 52,000 vehicles, it means that about 20,000 ideal vehicles need to be delivered in March to complete the target, and the pressure is not small. The official website shows that the ideal car models on sale include L8, L9 and L7 models. Ideal CEO Li Xiang said that the ideal L7 will be delivered to the first batch of users in early March, and the new Air version of the ideal L8 will strengthen the competitiveness of the L8 in the 300,000 - 400,000 yuan six-seat SUV market. As for the delivery performance within the year, Li wants to reveal that the target for the year is to account for 20% of the market share in the domestic market range of 300,000 to 500,000 yuan, and the total market sales volume in this price range is about 1.4 million to 1.5 million vehicles within the year.

As for NIO Automobile, it ranked second in the list with 12157 deliveries in February, second only to ideal cars, also achieving double year-on-year growth. On the same day, NIO Automobile also said that it is expected that the delivery volume in the first quarter of 2023 will be between 31,000 and 33,000 vehicles, with a year-on-year growth of about 20.3%-28.1%. According to the calculation of 33,000 vehicles, NIO Automobile only needs to deliver about 12,000 vehicles in March to complete the expected target.

Let's take a look at Nezha cars and zero-run cars on the list. According to the list, Nezha cars returned to ten thousand vehicles in February after two months, with 10073 deliveries, up 41.53% year-on-year and 67.44% month-on-month, but down 11.24% year-on-year in the first two months. At present, Nezha Automobile is accelerating its expansion to the sea. After Thailand, Nezha Automobile landed in Jordan on February 28. The first batch of nearly 100 Nezha U and Nezha V have been shipped to Jordan.

In contrast, zero-run cars, which also feature low-end models, continue to suffer from a sales decline, delivering only 3198 vehicles in February, down 6.9% year-on-year, at the bottom of the list of new forces to build cars. In addition to the announcement of delivery volume, zero-run cars announced a number of new cars officially launched on the same day, including zero-run C11 extended range version, 2023 C11 pure electric, 2023 C01, new zero-run T03 four models. Among them, the zero-run C11 extended range version launched a total of 3 models, the price range is 1498 - 185,800 yuan; the pure electric version of zero-run C11 has 4 models, the price range is 1558 - 219,800 yuan;2023 zero-run C01 launched 5 models, the price is 1498 - 228,800 yuan; In addition, the new zero-run T03 adds 2 exterior colors and two interior colors. A total of 4 models are launched, with a price range of 599 - 89,900 yuan. The launch of a number of new cars further expands the zero-run product matrix, but whether it can provide a new growth point for zero-run vehicle delivery needs to be verified in the future.

In addition to the new force brand of car building, other new energy automobile brands also released sales volume. Among them, BYD leads a group of automobile enterprises with the delivery volume of 193655 vehicles; GAC Ai 'an continues to maintain the growth trend. The delivery volume in February is 30086 vehicles, with a year-on-year growth of 253% and a month-on-month growth of 195%. On January 11 this year, GAC Ai' an once issued an announcement saying that due to the termination of subsidies for new energy vehicles, Ai 'an expects to raise the official guidance price of its relevant models in early March this year, with the increase range ranging from 3000-6000 yuan; Polar Krypton cars delivered 5455 vehicles, up 87.1% year-on-year and 75.1% month-on-month; Lantu cars continued to decline, with only 1107 vehicles delivered in February, down 28.5% month-on-month, making it the brand with the highest month-on-month decline in the above list.

In the list, different from other automobile enterprises last month's decline, AITO asked the world unexpectedly appeared month-on-month decline, as of the issue, asked the world official has not released February delivery data, but according to the Celis announcement, February Celis car (the current delivery volume is basically equivalent to AITO asked the world) delivery volume for 3505 vehicles, month-on-month decline 21.68%. By contrast, the delivery volume of AITO in January was 4475 vehicles. Before that, the delivery volume of AITO had exceeded 10,000 vehicles for several consecutive months.

According to the ranking list of statistics of "Trolley Report," in February, the performance of many new brands in China is still "a few happy and a few worried, among which the pattern of" Wei Xiaoli "three automobile enterprises has changed, Xiaopeng automobile has fallen far away from ideal automobile and Wei Lai automobile, although Nezha automobile returns to ten thousand level, but there is still a big gap with its peak sales period.

According to statistics from the Passenger Association, retail sales of narrow passenger cars in China are expected to reach 1.35 million vehicles in February, up 7.2% year-on-year and 4.3% month-on-month. Among them, the new energy vehicle market gradually warmed up, with retail sales of about 400,000 vehicles, a month-on-month growth of 20.3%, a year-on-year growth of 46.6%, and a penetration rate of about 29.6%. The association had previously said that February is the real start-up period of the automobile market after the Spring Festival, and at the same time it is also the market start-up period after the end of the epidemic three years. It is expected that the automobile market will have obvious recovery after that. In addition, local governments have attached great importance to automobile consumption promotion, which is expected to further boost the sales volume of the automobile market.

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