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On August 1, the new forces of car building released the July delivery data one after another. Judging from the delivery data released by major brands, a number of car companies set a new high for next month's delivery. Among them, the ideal car continues to sit firmly in the first place in the delivery of new forces and new cars, and the delivery of Lulai cars exceeded 20,000 for the first time in July, ranking second. Xiaopeng car delivery volume in July, back to the 10,000 camp.

Specifically, the ideal car delivery in July was 34100, an increase of 227.5% over the same period last year, and the ideal car delivery in June was 32600. From January to July, the cumulative delivery volume of ideal cars in 2023 has reached 173300. It is worth noting that since the beginning of 2023, the sales performance of ideal cars has been very impressive, with sales rising all the way up to 34100 from 15100 deliveries in January. As for the ideal July performance, ideal CEO Li said: "capacity in this quarter is the only bottleneck, and there is no solution this quarter."

It is understood that at present, ideal cars are on sale with ideal L9, L8, and L7 models. According to the official data, the monthly delivery volume of ideal cars during the year shows a monthly growth trend. According to the annual sales of 300000 vehicles given at the beginning of the year, the completion rate of ideal cars in the first seven months is 57.8%. According to the growth of ideal cars at this stage, it should not be a big problem to meet the delivery target of 300000. Earlier, Li Xiang said he would challenge the monthly delivery target of 40,000 vehicles in the fourth quarter of this year.

The delivery volume of Lulai was 20462 in July, an increase of 103.6% compared with 10700 in June, a record high. Among them, the new ES6 delivered more than 10,000 vehicles, creating a monthly delivery record for a single model. From January to July 2023, the cumulative delivery volume of NIO is 75000 vehicles. Of course, the increase in sales of Xilai in the past two months may have something to do with its recent car purchase discounts. On April 10, NIO announced the adjustment of the rights and interests of the first owners of some models, and the new policy came into effect on June 1 this year. According to the adjustment policy, users who buy NIO-related models before May 31 can not only receive free home charging piles (including installation) and 4 free electricity changes per month for life, or 6 times per month for life, but also get 2-year NOP+ use rights, saving up to 30, 000 yuan.

Earlier, due to the intergenerational switching of products and fewer models on sale, sales have not been satisfactory in recent months. However, with the launch and delivery of new ES6, ET5T and new ES8, follow-up sales may increase. According to the official plan, the annual delivery target for this year is 250000, and by the end of July, the cumulative delivery target is only 30%. To achieve the target of 250000 means that in the remaining months, the average monthly delivery of more than 35000 vehicles, there is still a great challenge for Xilai.

Let's take a look at Xiaopeng Automobile. Xiaopeng car delivery volume finally returned to the 10,000-car camp in July. Xiaopeng delivered a total of 11008 new cars in July. From January to July, the cumulative delivery volume of Xiaopeng was 52443, down 34.9 percent from the same period last year. Although Xiaopeng returned to 10,000 cars in July, it still lags behind compared with Xilai and ideal cars. On June 29th, Xiaopeng G6, the fifth production car of Xiaopeng, launched a total of five models with a price range of 20.99-276900 yuan. The launch of this model is of great significance to Xiaopeng Automobile.

Xiaopeng G6 he Xiaopeng has said that the monthly sales of G6 to double the sales of P7 is a qualified level. At the same time, it is also said that the G6 will become a popular style in China's 20-300000 yuan new energy SUV market, driving Xiaopeng's total delivery volume to achieve much higher growth than that of the industry in the third quarter compared with the same period last year and month-on-month, forming the first sales inflection point after its strategy and organization adjustment. Judging from the sales performance of Xiaopeng G6 after its listing, it is still good. According to official figures, Xiaopeng G6 sold 3900 vehicles in July, accounting for about one-third of total deliveries.

On July 26, Xiaopeng announced big news and reached a cooperation with Volkswagen Group. The two sides will jointly develop two Volkswagen brand electric models for the medium-sized car market in China, and plan to enter the market in 2026. As part of the strategic cooperation, Volkswagen will also increase Xiaopeng's capital by about $700m (about 5 billion yuan), acquire about 4.99% of Xiaopeng's shares at $15 per ADS (American depositary shares, each ADS represents two Class A common shares), and have a seat on Xiaopeng's board of directors as an observer. The new cooperation with Volkswagen also makes many investors re-optimistic about the development of Xiaopeng Motor. Affected by the news, Xiaopeng's US stock rose 26.69% on the same day, hitting an one-year high. As of press time, Xiaopeng reported US $20.05 per share, with a latest market capitalization of 17.315 billion yuan.

The delivery volume of zero-running cars continued to rise in July, with 14335 vehicles delivered in July, an increase of 19% over the same period last year. According to official data, deliveries of the C-series accounted for about 85% of the deliveries in July and more than 9200 of the deliveries were delivered by the Magi C11 series. After entering 2023, or affected by the big price reduction of Tesla at the beginning of the year, the cumulative sales of zero-running cars in the first quarter were not optimistic, falling 51.3% compared with the same period last year. To this end, zero-running cars also have to make many price adjustments. On August 1, Zero again introduced preferential policies for car purchases, in which the prices of some models of C11 and C01 models were reduced by up to 20,000 yuan. From the data, it is not difficult to see that the C-series is currently the sales pillar of zero cars. With the support of the price reduction policy, sales of zero-running cars may continue to rise in August.

Judging from the list, the delivery volume of Nahu cars in July is relatively average. The number of cars delivered in Nahu was 10039 in July, down 17% from 12132 in June. The cumulative delivery volume from January to July was 72456 vehicles, down from 77168 in the same period last year. In order to increase sales, Nahu has been making corresponding adjustments recently.

On July 20, Nezha released 2024 Nezha S models, with a total of 6 new models, with a price range of 159800-269800 yuan. Because the new model has been upgraded in configuration, and the price is reduced by 30,000 yuan compared with the old model. In this regard, it has aroused the dissatisfaction of many old car owners. On July 27, Nashi Automobile officials also issued a compensation plan for the first owner of Nashi's car. According to official news, the AYA model will be launched on August 3rd. It is understood that the new car is a modified model of the Nezhu V and is positioned as an entry-level pure electric model. According to the official annual delivery volume of 250000, only 36 per cent has been completed. It is still a bit difficult for Nezha to complete the delivery volume for that year.

In addition to the above new power brands, other new energy vehicle brands also release sales. GAC Ean, for example, sold 45025 vehicles in July, up 80 per cent from a year earlier. The polar krypton brand delivered 12039 cars in July, up 140% from a year earlier. Lantu delivered 3412 vehicles in July, up 90 per cent from a year earlier. Selis sold 6934 units in July, of which 4240 cars were sold, down 45.69 per cent from a year earlier.

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