According to electric home news, on August 2, the transcripts delivered by the new car-making forces in July were released one after another. Surprisingly, the monthly delivery champions and runners-up all changed hands. After two months of rapid growth, the growth of new forces slowed down in July.And "Wei Xiaoli" unexpectedly experienced negative growth..Nezha Auto and Zero Run Auto won the first and second place in delivery this month..
Specifically, Nezha, which delivered about 14,000 cars in July, took the top spot in the delivery of new cars by the new force of car making, surpassing Xpeng Motors, which had previously dominated the list. Zero-run cars rose to the second place with a delivery volume of about 12,000 units, with a year-on-year increase of over 177%, hitting a new high for three consecutive months, leading the growth list. Xpeng Motors delivered 11,524 electric vehicles in July, down from 15,295 in June, ranking third. In July, LI and Weilai Automobile delivered 10,422 units and 10,052 units respectively, ranking fourth and fifth, and their chain sales declined. In July, the sales volume of AITO series with deep cooperation between Huawei and Cyrus reached 7228 units, a year-on-year surge of 8873.56%. The delivery of krypton cars reached 5022 units.
For a long time, Wei Lai, Xpeng Motors and LI (collectively referred to as "Wei Xiaoli") are the only protagonists or even pronouns of the new domestic car-making forces. Their business trends or their founders’ remarks have been in the spotlight for a long time, and they have often caused heated discussions. As the first batch of new car companies that have enjoyed the policy dividend and survived smoothly, Wei Xiaoli’s performance is still disappointing. After 7-8 years of establishment, it is close to achieving the annual delivery leap. However, as more and more traditional car companies accelerate their turn, the new force car companies in the second echelon have made great efforts to rush to the capital market. At the same time, they have repeatedly impacted the three-legged pattern of Wei Xiaoli in terms of delivery, and the era of "Wei Xiaoli" will soon be "subverted".
According to the data of the Ministry of Industry and Information Technology, last year, the sales volume of new energy vehicles in China was 3.521 million. According to the Development Plan of New Energy Vehicle Industry (2021-2035), the sales volume of new energy vehicles will reach about 20% of the total sales volume in 2025, that is, about 6 million vehicles. Based on the high growth rate of sales of new energy vehicles in the past two years, the sales volume in 2025 will definitely exceed 6 million, that is to say, it will almost double the market size in 2021. In the first half of this year, the production and sales of new energy vehicles were 2.661 million and 2.6 million respectively, both increasing by 1.2 times year-on-year, and the market penetration rate was 21.6%. The China Automobile Association predicts that there will be more than 5.5 million new energy vehicles in China in 2022, with a growth rate of over 56%. 2025 is a time point that is often mentioned. BAIC Group and Changan Automobile decided to completely stop selling fuel vehicles in 2025. LI will take 20% market share in 2025; Geely has set a target of selling more than 650,000 vehicles in 2025 for its new brand. ……
Obviously, all car companies are eyeing the big cake of the new energy vehicle market, and the competition in the future will only become more intense. It seems that the disintegration of the Wei Xiaoli Iron Triangle is an irreversible trend. Or it can be said that the symbol of the era of "Wei Xiaoli" has completed its mission of opening up the new energy market and completing the basic education of users’ minds, and the next batch of "Wei Xiaoli" will also begin to assume the responsibility as the new protagonist.
In July, the data delivered by the new forces of car-making are as follows:
nextev
Specifically, Weilai delivered a total of 10,052 new cars in July, a year-on-year increase of 26.7%. From January to July, 2022, Weilai delivered 60,879 new cars, a year-on-year increase of 22.0%. As of July 2022, Weilai has delivered a total of 227,949 new cars.
XPENG Motors
In July this year, Xpeng Motors delivered a total of 11,524 units, including 6,397 units delivered by Tucki P7, 3,608 units delivered by Tucki P5 and 1,519 units delivered by Tucki G3i. Since the delivery, the cumulative delivery volume in Xpeng Motors has been close to 220,000 units. Compared with 15,295 units in June, the delivery volume of Tucki in July dropped, with a total of 3,771 units missing. Among them, the two main models, P7 and P5, have significantly reduced the delivery volume. In June, P7 delivered 8,045 units and P5 delivered 5,598 units.
Li Auto
In July 2022, LI delivered 10,422 Li ONE vehicles, and from January to July this year, 70,825 vehicles have been delivered. During the whole delivery cycle, the total delivery volume in Li ONE reached 194,913 vehicles. Compared with the results in June, the ideal also ushered in a certain decline. In June, the ideal delivery number was 13,024 vehicles, which means that 2,602 vehicles were ideal in July.
Nezha automobile
In July this year, Nezha delivered a total of 14,037 new cars, of which 1,382 were exported overseas, a certain improvement compared with 13,157 in June. Nezha has always been known as the dark horse of the new forces. In the past six months, the delivery volume can be said to be rising, and it is often "amazing". From January to July this year, Nezha delivered a total of 771.68 million new cars with the combination of "U+V", and the sales volume of the new cars was close to that of Tucki.
Zero run car
In July this year, a total of 12,044 units were delivered by Zero Run, which was further improved compared with 11,259 units in June, with a year-on-year increase of over 177%. And hit a new high for three consecutive months. Compared with Wei Xiaoli’s short-term decline, zero running without new car baggage is bullish all the way.
GAC AION
Guangzhou Automobile Aian sold 25,033 units in July, up 138% year-on-year; From January to July, the cumulative sales volume was 125,284 units, a year-on-year increase of 135%.
AITO Wen Jie
In July, the delivery volume of AITO brand boundary series in deep cooperation between Huawei and Celestial Automobile reached 7,228 vehicles, a record high and a steady growth from the previous month. Among them, it took only 87 days for Wenjie M5 to deliver more than 10,000 vehicles, which set a new record for the fastest delivery of a single model of a new brand. By July 31st, 2022, the cumulative delivery volume of the M5 was 26,348 vehicles.
Since it was released, the demand for orders of the series has been growing rapidly, but the production and delivery capacity are also affected by fluctuations in the supply chain. At present, Celestial Motors is taking various measures to overcome the pressure brought by the epidemic situation and supply chain, and promote the continuous climbing of production capacity and delivery.
At the beginning of July, the customer M7 was officially released, which is the second model jointly built by Huawei and Celeste after the customer M5. According to the official statement, only 72 hours after the launch of the new car, the number of orders has exceeded 60,000.
Extreme krypton car
As a luxury hunting coupe owned by Krypton Intelligent Technology, in July, Krypton 001 delivered 5022 units, an increase of 16.73% from the previous month, creating a monthly record since delivery. By the end of July, a total of 30,039 units had been delivered. In addition, in July, the large order for Krypton 001 broke through 10,000 again, and the average order amount exceeded 335,000 yuan.
According to Krypton officials, the production capacity of Krypton 001 has climbed rapidly, from 0-10,000 units to 107 days, and from 10,000 to 20,000 units to 64 days. It is expected that the delivery of Krypton 001 will continue to improve steadily in the second half of the year.