AutoBeta(AutoBeta.net)06/02 Report--

On June 1, the new force of car building announced the report card of May 2023 for the sixth time. According to the delivery sales data released by major brands, the ideal car continues to sit firmly in the first place in the delivery of new cars, reaching 28277 vehicles, refreshing the monthly sales volume again. Both NIO Automobile and Xiaopeng Automobile are lower than ten thousand vehicles, among which 6155 NIO Automobile and 7506 Xiaopeng Automobile. In addition, 12058 zero-run cars were delivered and 13029 Nezha cars were delivered.

Just like the weekly sales announced by the official before, the ideal car once again became the first sales volume of the new force. In May, the ideal car relied on L7, L8 and L9 models to deliver 28277 new cars accumulatively, with a year-on-year growth of 146.0%, setting a new record for delivery in a single month and achieving delivery exceeding 20,000 vehicles for three consecutive months. So far, from January to May, 106542 ideal cars have been delivered cumulatively.

The gap between "Wei Xiaoli" is getting more and more. The former "Wei Xiaoli" has become "Li which zero".

Compared with 28277 ideal cars, NIO cars and Xiaopeng cars have not broken ten thousand, among which NIO delivered 6155 new cars and Xiaopeng delivered 7506 new cars. I have to admit that Wei Lai and Xiao Peng have reached the time of the last battle, Wei Lai needs to rely on the new "866" to pull back the monthly sales of ten thousand vehicles pass line, Xiao Peng needs to rely on G6 to save the decline. Earlier, Li Bin even self-deprecated, If the next monthly sales or 10,000 words, He will have to and Qin Lihong to find a job, And from the performance of Wei Lai terminal market, Perhaps Li Bin and Qin Lihong should prepare their own "Job resume" in advance.

It is understood that the brand-new NIO ES6 has been launched and delivered on May 24, and the brand-new ES6 capacity climbing will be completed in June to deliver vehicles to users as soon as possible. In addition, the ET5 Travel Edition will be available in June, and the all-new ES8 will also begin delivery in late June. In other words, sales of NIO cars in June may return to the 10,000 level. As for Xiaopeng Auto, it will launch the G6 model in June, which is also the key to whether Xiaopeng Auto can return to the mainstream market.

In sharp contrast, zero-run cars and Nezha cars returned to the 10,000-vehicle pass line again, with 12058 and 13029 deliveries in the month, even though the two new power companies relied on lower-priced models. According to the plan, the sales target of zero-running cars in 2023 is 200,000.

In addition to the new forces of independent development, the "new second generation" relying on traditional automobile enterprise groups are also very active.

As the largest manufacturer of new energy vehicles in China and even in the world, BYD's cumulative sales volume of new energy passenger vehicles in May was 239092, up 109.4% year-on-year. It should be noted that BYD announced wholesale sales, and covers BYD, Tengshi two brands.

Ai 'an, a subsidiary of GAC Group, delivered 45003 new vehicles in May, with a year-on-year growth of 114%. This is the third consecutive month of sales of more than 40,000 vehicles this year; according to previous news, Ai 'an's sales target for 2023 is 500,000 vehicles, 600,000 vehicles, and the current annual sales target completion rate of Ai' an is 33.2%.

As a high-end brand jointly launched by Huawei and Celis Group, AITO once again announced the delivery situation, with a total of 5629 new vehicles delivered in May, an increase of 22.7% month-on-month. A few days ago, the 100,000 th production vehicle of AITO was officially launched, becoming the fastest new energy vehicle brand to reach this milestone. Yu Chengdong said that as long as Huawei is given some time, the future AITO will certainly be able to achieve 100,000 vehicles per month. At present, AITO models on sale include M5, M5 EV and M7 models, among which the sales volume mainly comes from M5. It is expected to release M9 at the end of the year. The car is positioned as a medium and large SUV. The estimated price range is 500,000 - 600,000 yuan, which will become the most expensive model in the series.

Geely's smart brand delivered 2624 new cars in China in May. It is worth mentioning that the second production car smart spirit #3 officially launched tonight, priced at 20.99- 255,900 yuan.

In addition, Krypton delivered 8678 new vehicles in May, up 100% year-on-year. According to An Congming, CEO of Extreme Krypton, the delivery target of 140,000 vehicles will be ensured in 2023, 4 new vehicles will be added accumulatively in 2024 and 2025, and 8 vehicles will be realized to support the sales target of 650,000 vehicles in 2025.

Lantu, a subsidiary of Dongfeng Motor Group, delivered 3003 units in May, with a year-on-year growth of 231%, achieving monthly sales of more than 3000 vehicles for three consecutive months.

Data released by Deep Blue showed that in May, its delivery volume was 7021 vehicles, down 9.5% month-on-month. It is understood that the dark blue car is currently on sale only a dark blue SL03 model. Before this, Deep Blue S7 has opened pre-sale, will provide pure electricity, extended range, hydrogen fuel three power versions, pre-sale price 169,900 ~ 239,900 yuan.

2023 is the year of reflection on China's car-building, the year of drastic change, the year of differentiation and even the year of exit. Since 2023, along with the whole new energy vehicle track entering the "knockout" stage, the intensification of competition will certainly promote more and more automobile enterprises to be eliminated in the future. Since the beginning of this year, many new energy automobile enterprises have gradually moved to the edge of bankruptcy for six consecutive years. Of course, we don't know who will be the next "fallen" car company, but from now on, once the head of the new force, now in the market has become a crisis.

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