AutoBeta(AutoBeta.net)12/02 Report--

On December 1, major new force automobile enterprises released monthly delivery data as scheduled. According to the ranking list of "Trolley Report" statistics, in November, the delivery volume of ideal car, Xiaopeng car, zero-running car, Weilai car and Nezha car exceeded ten thousand vehicles, and the ranking was consistent with that of last month, among which the ideal car was still the first in the list.

Data show, November ideal car delivery 41030 new cars, month-on-month growth of 1.50%, Year-on-year growth of 172.91%, Set a new monthly delivery volume, This is also the first time in the year monthly delivery for the second time more than 40,000 vehicles; By the end of November, 325677 ideal cars were delivered in the first November of this year, with a year-on-year growth of 190.75%, which also means that ideal cars have taken the lead in achieving the goal of annual sales of 300,000 vehicles.

Ideal Auto said: "We will continue to challenge the target of delivering 50,000 vehicles in December, and capacity building including sales, supply, manufacturing and delivery is fully prepared." "Ideal car CEO Li Xiang also said: " December challenge 50,000 delivery! Ideal L7 Challenge 20,000 Delivery! "

In November, Xiaopeng Automobile ranked second in the list with 20041 vehicles delivered, with a month-on-month growth of 0.19% and a year-on-year growth of 244.88%. The monthly delivery exceeded 20,000 for two consecutive months, creating a new monthly delivery record. Cumulative deliveries in the first November increased by 10.98% year-on-year to 121486 vehicles.

The official website shows that at present, Xiaopeng automobile models on sale include Xiaopeng P7, P5, G3i, G9 and P7i five models, among which 2024 Xiaopeng G9 was listed on September 19, the price range is 263,900 yuan-359,900 yuan, compared with the old model price greatly reduced 46,000 yuan;2024 Xiaopeng P5 on September 25, the price is 156,900 yuan and 174,900 yuan. Official data show that Xiaopeng G6 delivered 8750 vehicles, leading the monthly sales list of more than 200,000 pure electric SUVs of Chinese brands.

In addition to the above models, Xiaopeng's first MPV-Xiaopeng X9 official map has been unveiled at the Guangzhou Auto Show in November and pre-sale has been opened, with pre-sale prices starting at 388,000 yuan. As the flagship model under Xiaopeng "Fuyao" architecture, the new car is positioned as a medium and large MPV and adopts pure electric power system.

Weilai ranked fourth in the list, delivering 15959 vehicles in November, with a year-on-year growth of 12.56%, but a slight month-on-month decline of 0.72%; 142026 vehicles were delivered accumulatively during the year, with a year-on-year growth of 33.14%. On November 20, on the occasion of the 9th anniversary of Weilai's establishment, Li Bin, CEO of Weilai Automobile, launched an internal speech and question and answer period for all employees. When talking about long-term doctrine, Li Bin said that in order to cope with fierce competition, Weilai also made preparations in all aspects internally and "paid close attention to implementation." On November 21 and 29, Wei Lai signed electricity exchange cooperation agreements with Chang 'an Automobile and Geely Holdings respectively, and will continue to promote the electricity exchange cooperation of automobile enterprises in the future.

According to the delivery situation in the first 11 months, the three automobile enterprises of "Wei Xiaoli" have opened a clear distance, especially the ideal automobile and Xiaopeng Weilai.

In addition to "Wei Xiaoli," zero-running cars and Nezha cars also achieved delivery performance of more than ten thousand vehicles in November. Among them, 18508 zero-running vehicles were delivered in November, with a month-on-month growth of 1.68% and a year-on-year growth of 130.00%; 125537 vehicles were delivered accumulatively within the year, with a year-on-year growth of 22.27%.

Nezha delivered 12506 cars, down 17.02% year-on-year, which is the fifth consecutive month at the bottom of the list, with 122361 vehicles delivered during the year, down 15.19% year-on-year. At present, Nezha Automobile is seeking to boost sales through overseas market development.

On November 30, Nezha Automobile announced that Thailand Ecological Smart Factory, the first overseas factory located in Thailand, was officially put into operation, and the first complete vehicle Nezha V-II was officially off-line, which will start large-scale production in the first quarter of next year. A day earlier, Nezha also announced a cooperation agreement with Indonesian electric vehicle manufacturer PT Handal Indonesia Motor (HIM), with the first model to be produced in Indonesia in KD form starting in the second quarter of 2024. On the first day of December, Nezha Automobile signed a formal cooperation contract with Dachang Automobile, and its main model will be introduced into China Hong Kong next year.

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

In November, the delivery volume of GAC Ai 'an was 41567 vehicles, with a slight increase of 0.15% month-on-month and a year-on-year growth of 44.51%. The accumulated sales volume within the year was 434056 vehicles. According to the annual sales target of 500,000 vehicles, in the first November of this year, the completion rate of GAC Ai' an was 86.81%. That is to say, GAC Ai 'an needs to complete 659.44 million vehicles in December to achieve the annual sales target.

In November, 18827 new vehicles were delivered by AITO, with a month-on-month growth of 48.24% and a year-on-year growth of 127.93%. Among them, 15242 new M7 vehicles were delivered, accounting for 80.96% of the total sales volume. "In order to deliver new cars to users as soon as possible, we have been improving our delivery capacity. It is estimated that 23000 new cars will be delivered in December and the monthly delivery capacity is expected to reach 30000 from 2024." "According to previous plans, another brand-new model, the M9, will be launched in December, which may further boost sales.

In November, 13104 polar krypton vehicles were delivered, with a month-on-month growth of 0.21% and a year-on-year growth of 19.01%. A total of 105209 vehicles were delivered during the year. On November 10, Polar Krypton publicly submitted its IPO prospectus to the Securities and Exchange Commission (SEC). If there is no accident and the IPO succeeds, Polar Krypton Auto will be the fastest auto technology company to go public in less than three years. On November 30, market news said that due to weak market sentiment, Chinese electric vehicle manufacturer Extreme Krypton has temporarily shelved its U.S. IPO plan, and the company will continue to observe market conditions and decide when to resume its listing plan. In response to this news, Polar Krypton Auto told the media that it had publicly submitted a prospectus to the Securities and Exchange Commission of the United States, and preparations were progressing in an orderly manner.

In addition, 16157 vehicles were delivered in November, up 4.15% month-on-month; 7006 vehicles were delivered by Lantu, up 15.48% month-on-month and 364.59 year-on-year; 3936 vehicles were delivered by Skyworth, up 11.03% month-on-month and 37.67% year-on-year.

According to the ranking list of statistics of "Trolley Report," with the end of the consumption peak season of "Gold Nine Silver Ten," the delivery volume in November is slightly tired compared with that of other new energy automobile enterprises, no matter whether it is a new force to build cars. Or in order to impact sales, into the first day of December, including BYD, zero-run cars and extreme krypton cars and other car enterprises have opened different degrees of time-limited preferential measures, as for the price impact, whether the moped enterprises can achieve the annual sales target, one month later the answer will be announced. However, from the current delivery situation to analyze, many automobile enterprises want to sprint in the last month to complete the annual sales target, it is not easy.

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