AutoBeta(AutoBeta.net)11/01 Report--

On November 1, the major new power brands announced the latest monthly delivery volume as scheduled. According to the ranking statistics of the Tramway report, in October, ideal cars, Xiaopeng Motor, Zero running cars, Ulay Motors, and Naha Automobile all delivered more than 10,000 vehicles, of which ideal cars led the first group of car companies with 40422.

According to the data, a total of 40422 ideal cars were delivered in October, an increase of 12.10% from the previous month, an increase of 302.13% over the same period last year, setting a new record for monthly delivery. As of October 31, a total of 284647 ideal cars were delivered in the first 10 months of this year, an increase of 193.51% over the same period last year, which also means that ideal cars will achieve their target of annual sales of 300000 vehicles ahead of schedule.

As for the next phase of delivery targets, ideal car CEO Li posted on Weibo on October 31: "after the monthly delivery of the three models is completed, we will continue to challenge the next higher difficulty: the overall 50, 000 / month, and the ideal L7's 20, 000 / month." It stressed, "50,000 per month refers to the current three models (L9, L8, L7), otherwise it will not be a challenge."

Up to now, ideal Auto's models on sale include ideal L9, L8 and L7 models. On October 17th, the first pure electric MPV-- ideal MEGA official chart was released. According to the plan, the new car will be released in December and delivery will begin in February 2024. As for the future performance of the new car, Li wanted to say bluntly: "as the first masterpiece to enter the pure electricity market, the unlisted ideal MEGA has aroused widespread concern, highlighting our potential to build the first full-category model with sales of more than 500000 yuan for the Chinese family."

Xiaopeng Motor ranked second on the list of new car-building forces in October, delivering 20002 vehicles, an increase of 30.65% month-on-month and 292.12% year-on-year, also setting a new record for monthly delivery. On the one hand, the increase in sales is related to the improvement in Xiaopeng G6 sales, which delivered 8741 vehicles in October, ranking first among the monthly sales of pure electric SUV in 200000-250000; on the other hand, it is also related to the reform of its marketing system. In other words, Xiaopeng sales are back on track, but due to poor sales in the first few months of the year, Xiaopeng delivered 101445 vehicles in the first 10 months of this year, down 2.13% from a year earlier.

According to the official website, Xiaopeng currently sells five models, including Xiaopeng P7, P5, G3i, G9 and P7i, of which 2024 Xiaopeng G9 went on sale on September 19. a total of five new models have been launched with a price range of 263900 yuan to 359900 yuan. compared with the old model, the price has been greatly reduced by 46000 yuan. Under the price boost, the official said that the new car will break 8000 in 72 hours after its launch; the 2024 Xiaopeng P5 went on sale on September 25, with a total of two new models priced at 156900 yuan and 174900 yuan; on October 23, Xiaopeng's first MPV-- Xiaopeng X9 official picture was released, as the flagship model under Xiaopeng's "supporting and shaking" structure, the new car is positioned as a medium-and large-scale MPV, with pure electric power system, and will be unveiled at this month's Guangzhou Auto Show.

Fourth on the list was Lulai, which delivered 16074 vehicles in October, up 2.77 percent from a month earlier and 59.84 percent higher than the same period last year. A total of 126067 vehicles were delivered during the year, up 36.30 percent from the same period last year. Previously, Li Bin, chairman of Lai Automobile, revealed at the second quarter earnings meeting: "NIO will next use more channels to cover and improve sales capacity to speed up the conversion of orders." The total monthly sales of the four models it is selling are ET5, ET5T, ES6 and EC6, which may reach 15000-20, 000 vehicles per month, superimposed by an increase in sales of the remaining models, and is confident that monthly sales will be stable at more than 20, 000 vehicles. Up to now, a total of 8 models are on sale, but there are no popular models yet.

In addition to "Wei Xiaoli", zero-running cars and Nashi cars also achieved the delivery performance of more than 10,000 vehicles in September. Of these, 18202 zero-running cars were delivered in October, an increase of 15.20 percent over the previous month and 159.06 percent over the same period last year, reaching another all-time high. A total of 107029 vehicles were delivered during the year, an increase of 13.11 percent over the same period last year. Zero-running cars have been moving so frequently recently that on Oct. 26, zero-running announced a strategic cooperation agreement with Stellantis Group, which invested about 1.5 billion euros (11.6 billion yuan) to acquire a 20% stake in zero-running cars. In addition, the two sides will also set up a "zero running international" joint venture with a share ratio of 51:49. Zero-running cars are expected to sell 30,000 cars a month next year.

As for Nahu, it continued to rank last on the list, delivering 12085 vehicles in October, down 8.52% from the previous month and 32.92% from the same period last year. It was the only car company on the list that showed both a month-on-month decline and a year-on-year decline. It delivered a total of 109855 vehicles this year, down 14.98% from the same period last year. On October 18, the Nezha global model Naxi X went on sale with a price range of 126800-146800 yuan, while two sports models of the Nezha GT, the Nezha GT 560Sport version and the 580AWD Sport version, also went on sale at the same time, with a price range of 197800-235800 yuan. According to official data, orders for the Naxi X have exceeded 10, 000 units, and it will take more time to see whether the car can boost its sales.

In addition to the new power brands, other new energy vehicle brands have also released the latest sales figures.

Among them, GAC Ean sold 41503 vehicles in October, down 19.56% from the previous month, up 38.05% from the same period last year, and the cumulative sales volume for the year was 392489. According to the annual sales target of 500000 vehicles, the completion rate of GAC Ean in the first 10 months of this year was 78.50%.

In October, the AITO series delivered 12700 vehicles, an increase of 5.42% over the same period last year, of which 10547 were delivered to the new M7 and a single model was delivered in a single month, setting a record high. The total number of vehicles in October reached 57829. The increase in the AITO interlocution series in October is related to the increase in sales of the new M7, which has totaled more than 80, 000 vehicles 50 days after its launch, according to official figures. QQ said: "in order to further enhance the delivery capacity, QQ has invested more than 1 billion new funds to ensure quality and quantity delivery." In addition, the M9 will go on sale in December and has already booked more than 15000 vehicles.

Data show that 13077 polar krypton vehicles were delivered in October, up 8.50% from the previous month and 29.23% from the same period last year, achieving nine consecutive months of year-on-year growth; a total of 92105 vehicles were delivered by the end of October. In addition, 6067 Lantu cars were delivered in October, an increase of 21.10 percent over the previous month and 137.64 percent over the same period last year, and a total of 33529 vehicles were delivered from January to October this year. Lu Fang, CEO of Lantu Motor, said: "at present, Lantu Automobile is further speeding up the production schedule and shortening the delivery cycle. In November, Lantu Yuguang PHEV will be unveiled and open the pre-sale, the increasing production and service power will continue to promote the sustained growth of Lantu sales and promote the Lantu brand to release stronger growth potential energy. "

Comprehensive "tram report" statistics of the ranking situation, in October, most of the domestic new power brands showed a year-on-year growth trend, from the "Wei Xiaoli" October delivery volume point of view, ideal and Xiaopengyue delivery reached a new high, which also means that NIO a lot of pressure, but the previous October delivery analysis, NIO is still ahead of Xiaopeng.

Preliminary projections from the Federation of passengers statistics show that the retail market for narrow passenger cars in October was about 2.02 million, up 0.1 per cent from the previous month and 9.5 per cent from a year earlier. Of these, about 750000 new energy retail vehicles, an increase of 0.9% month-on-month, an increase of 34.6% over the same period last year, and a penetration rate of about 37.1%.

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