AutoBeta(AutoBeta.net)05/01 Report--

On May 1, the major new power brands announced the latest monthly delivery volume as scheduled, and the differentiation was extremely serious. According to the ranking list of the "Tramway report," the two car companies, ideal Automobile and Nashi Automobile, both delivered more than 10,000 cars. Among them, the delivery volume of ideal cars in April stood out, ranking first among the new car-building forces with a delivery volume of 25681 vehicles, while Lulai Motors ranked bottom, delivering only 6658 vehicles in April.

Data show that Lulai delivered 6658 new cars in April, up 31.2% from a year earlier, but down 35.85% from a month earlier. According to the official website, the models currently on sale include EC7, ES8, ET7, ET5, ES7 and EC6 models, covering SUV and sedan models, all priced at more than 300000 yuan. Qin Lihong, co-founder and president of Lulai Automobile, told the media at the Shanghai International Auto Show that the decline in sales in April may be related to the recent product switching process in which only ET5 and ES7 models were mainly sold. NIO said that delivery of the EC7 started on April 28th; delivery of the 2023 ET7 will begin in mid-May; and delivery of the new ES6 will be released and started in late May.

With regard to this year's annual sales target, Li Bin, chairman of Xilai last year, 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 the year. "on the one hand, because of the early release of consumption, on the other hand, consumer confidence also needs time to repair." However, Li Bin believes that the new energy vehicle market will gradually recover in the second quarter of this year. Qin Lihong also said not long ago that the task of NIO is to switch in the second quarter of this year, and the second half of the year will be a critical period for NIO.

So far, a total of 37699 new cars have been delivered in the first April of 2023, an increase of 22.2% over the same period last year. Li Bin expects a sales target of about 250000 vehicles in 2023, which means that in the remaining eight months of this year, the average monthly sales of Lulai will need to reach about 26500 vehicles to reach the target. According to the analysis of the sales trend in April, NIO is under great pressure to achieve the target.

In the "Wei Xiaoli" camp, Xiaopeng's performance is also very ordinary. The delivery volume in April was only 7079, down 21.36% from the same period last year. From the point of view of the first April of this year, Xiaopeng's delivery volume is also in an obvious "drop" state. According to the data, Xiaopeng delivered a total of 25309 vehicles from January to April 2023, down 41.90% from the same period last year, making it the highest decline among the above-mentioned brands, which means that the annual target completion rate of Xiaopeng is only 12.65% according to the annual delivery target of 200000 vehicles.

Since October last year, Xiaopeng Motor has begun to make a series of changes, including a comprehensive adjustment of the internal organizational structure. Xiaopeng hopes to reverse the decline in Xiaopeng automobile products and sales. According to the data, this series of measures have obviously not made substantial progress. According to the official website, Xiaopeng car models on sale include Xiaopeng P7, Xiaopeng P7i, P5, G3i and G9 models. According to the plan, Xiaopeng will launch five new cars this year, of which the Xiaopeng G6 model has been unveiled at the Shanghai Auto Show. The car is located as a medium-sized pure electric SUV and will be available at the end of the second quarter. Xiaopeng G6 will also be the key to boost delivery volume this year.

Looking at the whole list, the ideal car is undoubtedly the most eye-catching performance on the list. Data show that ideal cars delivered 25681 new cars in April, an increase of 516.3 percent over the same period last year, setting a new record for monthly delivery and delivering more than 20, 000 vehicles for two months in a row. By the end of April, a total of 78265 ideal cars had been delivered during the year, an increase of 118.11% over the same period last year.

Ideal Automobile Chairman and CEO Li Xiang said: "the ideal L7 achieved delivery of more than 10,000 in the first complete delivery month, and the ideal L7 is also the first Chinese brand to deliver more than 10,000 a month with a starting price of more than 300000 yuan." At the same time, ideal Automobile has achieved a leading market share in more than 300000 of the NEV market and more than 300000 of the SUV market (including fuel models) in the first quarter of 2023. "

In addition to Wei Xiaoli, Nahu also had a good performance, delivering 11080 cars in April, an increase of 25.72 percent over the same period last year and 9.84 percent month-on-month, of which 4727 were delivered by Nashi V, 3821 by Nashi U, 2237 by Nashi and 295 by Nahu GT. But in the first four months, Nahu's cumulative car sales fell 4.39% year-on-year to only 37256.

Zero-running cars, which also focus on low-end models, also showed a significant downward trend, with delivery of 8726 vehicles in April, up 41.38% from a month earlier, but down 3.97% from a year earlier. Zero-running cars on sale include zero-running S01, zero-running T03, zero-running C11, zero-running C01, zero-running C11 extended range a total of 5 models. Officials said that in April, the C-series accounted for more than 83%, which also means that the C01 and C11 accounted for more than 83%. In other words, the monthly delivery of the main T03 model was less than 1500 in the past.

From January to April 2023, zero-running cars delivered a total of 19235 new cars, down 37.28% from the same period last year, second only to Xiaopeng. Zhu Jiangming, founder and chairman of Zero Motor, once said: "if Zero's sales don't go up in 2023, there will be no hope behind it."

In addition to the new power brands, other new energy vehicle brands also release sales. Among them, GAC Ean directly started the frenzy mode in the pure electric market at the level of 10-200000, delivering 41012 new cars in April, an increase of 302% year-on-year and 2.5% month-on-month. GAC Ean's cumulative sales in 2023 reached 121320 vehicles, an increase of 120% over the same period last year. According to the plan, the annual sales target of GAC Ean is to guarantee 500000 vehicles and compete for 600000 vehicles, with a target growth rate of more than 84.5%. Based on 500000 vehicles, the completion rate of GAC Ean in the first 4 months is 24.26%, and it is expected that it is more likely to achieve the annual sales target.

Geely Automobile Group Co., Ltd. and Mercedes-Benz Co., Ltd. jointly funded the establishment of the smart brand of "Smart Motor Co., Ltd." to deliver 4390 new cars in April, down 25.7% from the previous month to 17087 in the previous April. At present, there is only one smart elf # 1 model under the smart brand. At the Shanghai International Auto Show, the new model smart Spirit # 3 has made its debut. In the smart product series, the new car can be regarded as the "elf 1 sedan version". The new car is expected to be launched and delivered at the same time in June this year.

In addition, the Changan Deep Blue New Energy vehicle brand released on April 13 last year delivered 7756 vehicles in April and a total of 26564 new vehicles in the previous four months. At present, the Deep Blue brand has two models, the Deep Blue SL03 and the Deep Blue S7, of which the Deep Blue S7 made its debut on March 5 this year. The car is positioned as a medium-sized SUV and is expected to be higher than the Deep Blue SL03, with a starting price of less than 200000 yuan. On March 27, Changan Deep Blue changed its name to Deep Blue Automobile, and the industry thought that it might mean that the brand would operate independently in the future. Similar to Avita, it is no longer based on the product sequence of Changan Automobile. Changan Automobile official responded: "Changan Deep Blue has been changed to Deep Blue Automobile to make the brand clearer, and nothing else has changed."

In addition, 8101 polar krypton cars were delivered in April, an increase of 279.1% over the same period last year, an increase of 21.6% compared with the same period last year. Lantu Motors also showed a significant increase, with delivery volume of 3339 vehicles, an increase of 21.0% over the same period last year.

Comprehensive "tram report" statistics of the ranking situation, in April, a number of domestic new power brand performance is still "a few happy and a few sad, among which" Wei Xiaoli "three car companies have changed, Xiaopeng Motor and Lulai Motor have fallen out of the top three on the list. Although Nawei has returned to the class of 10,000 vehicles, there is still a big gap with its sales peak.

Preliminary projections released by the Federation of passengers show that the retail market for narrow passenger cars was about 1.57 million in April, down 1.3% from the previous month and an increase of 49.8% over the same period last year. Among them, new energy vehicles fluctuate seasonally under the influence of exports, and retail sales are expected to be about 500000, down 8.4% from the previous month, and the penetration rate is about 31.8%.

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