On September 1st, a total of 10 new energy automobile brands in China announced the delivery volume in August. On the whole, the delivery gap between brands is clearly visible from the top to the end.
In August, the performance of the new car-making force did not bring too many surprises. Both Tucki and ideal delivery volume declined month-on-month. With the support of the main sales model "866", Weilai barely maintained around 10,000 vehicles, and Nezha and Zero Run further surged, continuing to stabilize the top two monthly deliveries of the new force.
As a whole, Nezha, Tucki and Zero Run, which are more popular in product positioning, are gradually in the forefront, and the larger the "plate", the greater the market share. Data show that from January to August this year, the cumulative delivery of Nezha reached 93,185 vehicles, ranking first among the new forces, followed by Tucki, with a cumulative delivery of 90,085 vehicles. With the blessing of new products, Zero Run continued to catch up, with a cumulative delivery of 76,563 vehicles. In addition, Ideal and Weilai, which have higher product positioning, are ranked in the last two places, and the cumulative delivery volume is nearly 20,000 compared with Nezha.
Compared with the new forces of car-making, new brands such as AITO and Extreme Krypton were eye-catching in August, and the AITO series delivered more than 10,000 yuan that month, which effectively countered the "singers". After a slow climb, more than 7,000 units were delivered in August, once again creating a new high in monthly delivery. And this does not include the subsequent delivery of Aouita and Deep Blue. From this point of view, with the addition of more new brands, the war in the new energy vehicle market will escalate again.
Guangzhou Automobile Aian delivered more than 27,000 in August.
As a new energy brand born earlier, Guangzhou Automobile Ai ‘an sold 27,021 vehicles in August, up 133% year-on-year, reaching a record high. At present, there are a total of AION Y, AION S PLUS, AION S, AION V PLUS, AION LX PLUS and other models on sale under GAC Ai ‘an. Compared with other new brands, Ai ‘an has more models.
At the 2022 Chengdu International Auto Show held recently, the 2023 AION V Plus of GAC Ai Anshen 7 was officially launched, and 10 new models were launched. The official guide price after subsidy was 189,800-269,800 yuan. The new car has launched a 7-seat version for the first time, and it is the only intelligent pure electricity with 7 seats in the class of 200,000 yuan. Compared with the old model, it has been fully upgraded by 40+ items, and the overall product strength will be improved. After the new car is blessed, the sales volume of Ai ‘an in September is expected to rise again.
Nezha’s delivery in August topped the list of new forces.
In August, Nezha Automobile delivered a total of 16,017 vehicles, an increase of 14% compared with last month and a year-on-year increase of 142%; At present, the delivery volume of Nezha cars is still contributed by Nezha V and Nezha U, among which Nezha V, as a 100,000-class small pure electric SUV, performs well in its market segment. According to the brand data, as of July this year, the cumulative sales volume of Nezha V has exceeded 100,000 vehicles, and its market share in the market segment reached 12.5% from January to July.
Except for two models, Nezha S, which was launched on July 31st, will start delivery in the fourth quarter. At present, Nezha has ordered more than 10,000 S vehicles, and the test drive will arrive at authorized terminal stores one after another from September.
Zero-run August delivery hit a monthly high
In August, Zero Run delivered a total of 12,525 vehicles, up 180% year-on-year, and set a new delivery record for four consecutive months.
At present, there are mainly three core models of Zero Run, including S01, T03 and the Zero Run C11, which went on sale at the end of September last year. The fourth new car, the Zero Run C01, which is a flagship pure electric car, has been pre-sold, with a pre-sale price of 180,000 to 270,000 yuan, and is expected to be officially listed on September 28. At the Chengdu Auto Show held recently, the high-performance night aurora version of Zero Run C01 made its debut. According to the official, as of August 31st, the pre-sale order volume of Zero Run C01 has exceeded 100,000 vehicles.
Weilai delivered over 10,000 yuan for three consecutive months.
In August, Weilai Automobile delivered a total of 10,677 new vehicles, a slight increase from the previous month and an increase of 81.6% year-on-year. This is the third consecutive month that Weilai has delivered more than 10,000 vehicles.
In fact, Weilai still relies on the "866" model as the main support behind this delivery, and ET7 has not yet taken on a big responsibility. In addition, Weilai ES7 has started delivery in August, ET5 will lock the order on September 9 and start the first delivery on September 30. As a result, before the fourth quarter, all new cars in Weilai will complete the process from listing to delivery. If the supply chain and production capacity are not limited, Weilai’s delivery performance in the fourth quarter is worth looking forward to.
AITO monthly delivery breaks through 10,000 for the first time.
According to the official data released by AITO Automobile, the delivery volume of the series of vehicles in August continued to increase substantially, reaching 10,045 vehicles, and the monthly delivery volume exceeded 10,000 for the first time, a significant increase of nearly 40% from July.
There are two models, M5 and M7, on sale. The second model, M7, was officially launched on July 4th. Four hours after its launch, the order volume soared to 20,000. On August 24th, M7 started the first delivery. Some people believe that with the product strength of M7 and the advantages of Huawei’s marketing channels, the subsequent market performance of M7 is expected to surpass that of M5.
On September 6th, at the autumn conference of Huawei’s new products, AITO Automobile will also launch the Wujie M5 EV, which will be the first pure electric vehicle in the Wujie series, positioning the smart luxury pure electric SUV, and further enriching AITO’s product matrix.
Tucki delivered less than 10,000 vehicles in August.
After delivering more than 10,000 vehicles for three consecutive months, the delivery volume of 9,578 vehicles in Tucki in August decreased by nearly 2,000 vehicles compared with the previous month, increasing by 33% year-on-year. Specific to the vehicle types, Tucki P7 delivered 5,745 vehicles in that month, P5 delivered 2,678 vehicles and G3 series delivered 1,155 vehicles. The most intuitive thing is that the delivery volume of P7 has decreased compared with the previous level of 7,000 to 8,000 vehicles, and P5 failed to keep rising in the delivery climbing process, which may be the most direct reason why the delivery volume in Tucki fell below 10,000 vehicles in August.
Tucki G9, which will be launched in September, is expected to become a new sales growth point in Tucki. It is the first production car equipped with 800V high-voltage SiC platform in China. With the new generation S4 super-charged pile, it can achieve a battery life of 200 kilometers in 5 minutes, and its CLTC has a maximum battery life of 702 kilometers, which has a strong competitive advantage in its class. At present, the pre-sale of Tucki G9 has been started, and the number of orders has reached 22,819 within 24 hours after the pre-booking.
Extreme krypton delivery hit a record high in August
In August, with a single model, Extreme Krypton 001, the monthly delivery exceeded 7,000, reaching 7,166, an increase of 42.7% from the previous month, hitting a new high in a single month. According to the official, in August, the large order of Krypton 001 (non-refundable deposit of 5,000 yuan) broke 10,000+ again, and the average order amount exceeded 336,000 yuan, which continuously refreshed the brand value of China.
In addition, the second Krypton car, Krypton 009, has surfaced, and its positioning is pure electric luxury MPV equipped with Contemporary Amperex Technology Co., Limited Kirin battery, which will be delivered in the first quarter of next year. In addition, Krypton 001 will also become the world’s first production car with a pure electric cruising range of more than 1,000 kilometers, which will be launched in the second quarter of 2023, when the product strength of Krypton 001 is expected to be further improved.
Ideal delivery in August
In the delivery of new forces in August, the most surprising thing to the outside world was the ideal. After the delivery of the so-called explosive model L9 was started, the delivery volume of the ideal August dropped sharply to 4,571 vehicles compared with the previous month, down 56% from the previous month and down 52% from the same period last year.
The reason is the sudden decline of this delivery or the comprehensive influence of power rationing in Sichuan and Chongqing, L9 "grabbing orders" in Li ONE and delivery within L8 years. Ideally, it was previously stated that due to the power shortage in Sichuan, the supply of its range extender factory in Mianyang, Sichuan was delayed, which led to the delay in the delivery of L9. That is, users scheduled to deliver in August are expected to deliver for users from August 30 to September 4, while users scheduled to deliver in September will still complete delivery in September.
In addition, the ideal third model L8 will be released in early November, and the delivery will start in the same month. Some people think that after the news that L8 will be listed soon is released, many ideal potential users will wait and see L8 with money.
Lantu ushered in the first anniversary of delivery
In August, Lantu Automobile delivered 2,429 new cars, up 495% year-on-year and 35% quarter-on-quarter. Among them, Lantu Dreamer delivered 1,591 new cars in August, occupying half of the brand. Lantu Auto started the delivery of the first model Lantu FREE in August 2021, and it has been one year since then. During this period, Lantu brand has delivered a total of 17,891 vehicles to users.
Lu Fang, CEO of Lantu Automobile, said that the production, supply and sales of Lantu were affected to varying degrees by factors such as rising material prices, repeated epidemics and power supply. With the recovery of future production capacity and delivery capacity, the sales volume of Lantu will maintain a steady growth trend.
Zhiji L7 sold thousands in August.
As a new brand of SAIC, the sales volume of Zhiji Automobile in August exceeded 1,000, reaching 1,007 vehicles, an increase of 23.4% from the previous month. Since the delivery started in mid-June, the cumulative delivery volume of Zhiji single model L7 is 2,058 vehicles.
It is understood that Zhiji plans to launch and deliver the second model, Zhiji LS7, in the second half of this year, which is positioned as a medium-sized and large-scale pure electric SUV on the same platform as L7. By then, Zhiji’s two C-class cars will form a "double flagship" product pattern. Whether Zhiji can stand out in the new energy market in the future depends on the fate of new products after listing.