AutoBeta(AutoBeta.net)09/02 Report--

On September 1, it is time for China's new forces to "check" their transcripts every month. According to the ranking of "Automotive Industry concern" statistics, a number of new energy vehicle companies have sold more than one floor, of which ideal cars ranked first with 48122 vehicles, an increase of 37.8 percent over the same period last year, and zero-running cars delivered more than 30,000 cars for the first time. Xiaomi delivered more than 10,000 cars for three months in a row.

Zero running was the first car company to report sales, and as expected, it performed very well. According to sales figures released by Zero cars, a total of 30305 Zero cars were delivered in August, an increase of 113.5% over the same period last year, becoming the third new car-building force with monthly sales exceeding 30, 000.

According to the official website, zero-running cars currently on sale include zero-running C01, zero-running C10, zero-running C11, zero-running C16 and so on. Among them, the zero-running C16 is hot on the market, delivering more than 8000 units in August, and has become the sales pillar of zero-running cars. It is understood that the Zero run C16 went on sale on June 28, offering pure electric version and extended-range version of the two power options, the price range is 15.58-185800 yuan. Due to the pricing advantages of the zero-running C16, it has become the main sales force of zero-running cars, and the situation of selling 30,000 units a month in the future may continue.

Ideal car is the second new force to announce sales, and it continues to rank first in new power sales, with monthly delivery approaching 50,000 units. Data show that ideal cars delivered 48122 new cars in August, an increase of 37.8% over the same period last year, once again winning the top spot of new power sales, mainly due to the ideal L6, which continues to deliver more than 20, 000 vehicles a month.

However, this may not be a good thing for an ideal car. According to the financial report, the ideal automobile revenue in the first half of the year was 54.57 billion yuan, up 20.8% from the same period last year; the net profit was 1.69 billion yuan, down 47.8% from the same period last year; the growth of ideal automobile business income came from the increase in sales, but the net profit nearly halved compared with the same period last year. Before the listing of the ideal L6, the main sales of the ideal car are the L7, L8 and L9, which can bring huge profits, while the ideal L6 is the only model sold below 300000 yuan, and the hot sale is inevitable, but it also disperses the market performance of the L7, L8 and L9, so there is a current situation of revenue growth but not making money.

Xiaomi continued to deliver more than 10,000 cars in August, but, as always, did not disclose the exact number of sales. At present, only the SU7 model is on sale, which went on sale on March 28th. Delivery volume exceeded 10, 000 for the first time in June, 14296 in July and 13120 in July, with a total of 43120 delivered so far. According to Xiaomi's second-quarter results, the revenue of Xiaomi's innovative businesses such as smart electric vehicles was 6.4 billion yuan in that quarter. According to Xiaomi's forecast, the delivery target of 100000 vehicles will be completed ahead of schedule in November, while the new target of 120000 vehicles will be sprint.

Xiaopeng still does not have a bright eye. It once again broke through 10,000 vehicles to 10668, an increase of 24% over the same period last year, of which the Xiaopeng X9 was 1687. On the evening of August 27th, M03, the first model of Xiaopeng MONA series, was officially put on the market. A total of 3 models were launched with a price of 11.98-155800 yuan. According to official figures, the M03 is set to exceed 30,000 after 48 hours on the market. This is Xiaopeng's lowest-priced model so far, although the price is very cheap, but according to he Xiaopeng, all versions of the M03 can bring profits. Therefore, if M03 can sell well, it will play an important role in realizing the profit of Xiaopeng Automobile.

As for Weilai, its strong market performance hit an all-time high of 20544 units in August, up 233.8 per cent from a year earlier.

For other high-end brands of traditional carmakers, the polar krypton market performed relatively well, delivering 18015 vehicles in August, up% from a year earlier. At the 2024 Chengdu Auto Show, the fifth model of Polar Krypton, the Polar Krypton 7X, officially announced a pre-price of 239900. The new car is positioned as a medium-sized pure electric SUV, based on the vast architecture of SEA, with a standard 800V high-voltage platform. It is understood that polar krypton plans to launch six new models in the next three years. Among them, two models will be launched this year, in addition to the previously unveiled polar krypton MIX, there will also be a medium-sized SUV codenamed CX1E.

Polar Fox unexpectedly released sales figures for August, delivering a total of 10001 new cars, up 198% from a year earlier, including 4260 T5, 2752 S5 and 2757 koalas.

China's new power pattern has quietly changed, the former "Wei Xiaoli" has been broken, the ideal car and the world of inquiry are competing for the title of new power, and other new power brands are constantly looking for their own position in the market. Admittedly, the market competition in 2024 will only be fiercer. The competition between brands is not only reflected in the price, but also in the competition of product power, technological innovation and service experience. Of course, for consumers, price reduction can still stimulate the acceptance of new energy vehicles, more choices and better experience is undoubtedly the biggest dividend brought by this competition, the new energy vehicle market will continue to grow.

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