text ｜Cheng Chen
Edit ｜Sun Chunfang
New car-making forces that once competed for monthly sales data "first launch" but this time it seemed to be lacking in enthusiasm.
November 1st, it is another fixed node for new car-making forces to release last month's sales. But this time, the first release was the new energy vehicle project incubated by traditional car companies such as GAC Aion and Wenjie.
Earlier that day, GAC Aion released its new car sales in October. After exceeding the monthly sales of 30,000 units for the first time in September, Aion 's sales in October increased slightly to 30,063 units month-on-month, and increased by 149% year-on-year; the cumulative sales from January to October were 212,384 units, a year-on-year increase of 134%.
In July last year, GAC Aion sold more than 10,000 vehicles in a single month for the first time. Entering 2022, GAC Aion has shown a rapid offensive, with monthly sales remaining at a high level of more than 20,000 vehicles since May this year, and showing a month-on-month increase trend.
, created by Xiaokang Silis and , Huawei , was subsequently released its latest monthly sales: AITO, delivered 12,018 new cars in October, an increase of 18.5% month-on-month, and sales exceeded 10,000 for three consecutive months.
Just a month ago, Ideal Auto investor and founder of Meituan Auto Wang Xing also commented on the domestic high-end car market structure, "The leader of China's high-end car market has always been the German BBA ( Mercedes-Benz , BMW , Audi ). In the next two or three years, we will look at Liweihua (Ideal, NIO , Huawei). "
Wang Xing made the above remarks on his personal social platform, and also forwarded the monthly sales of Ideal Auto in September.
At that time, Ideal Auto was the top sales list among the three "Wei Xiaoli". After experiencing a series of storms caused by the suspension of Ideal ONE and the weak sales period in the previous few months, Ideal Auto finally returned to the level of monthly sales of 10,000 vehicles.
But in October, Ideal Auto failed to continue its upward trend. In October, Ideal Auto delivered 10,052 new cars, a year-on-year increase of 31.4%, but a decline from 11,531 in September. In response, Shen Yanan, co-founder and president of Ideal Auto, said that Ideal L8 will start delivery this month, and Ideal Auto's sales are expected to rise again.
ideal is slightly bleak. The rivals that once competed with each other were also abnormal, and the official sales announcement time was significantly delayed compared to the past.
According to official data, NIO html delivered 10,059 new cars in October, an increase of 174.3% year-on-year and a decrease of 7.5% month-on-month. Xiaopeng Motors 1 delivery volume was 5,101 vehicles. A year-on-year decrease of 49.7% and a month-on-month decrease of 39.8%.
On November 1, when sales were released, NIO was also rumored that since mid-October, in accordance with the requirements of epidemic prevention and control, the company's two factories in Hefei have been suspended one after another, and the delivery progress of its models has been generally delayed.
From January to October 2022, NIO's cumulative sales were 92,493 units, only 61.7% of the previously set annual sales target of 150,000 units. Some industry insiders believe that NIO may find it difficult to achieve its annual targets as delivery slows down.
Xiaopeng Motors on the other side, since the release of the new model Xiaopeng G9, the company seems to be in a "Mercury retrograde". First, the G9 configuration was urgently adjusted according to market feedback, and the price was reduced by 22,000 to 30,000 yuan in disguise. After that, the share price of Xiaopeng Motors Hong Kong stock experienced a dive and -style decline.
For this reason, according to media reports, Xiaopeng Motors founder He Xiaopeng held several management meetings in October to reflect on the company's operations and product strategy , and then sent an internal email to express that a comprehensive organizational structure adjustment will be made.
On the contrary, new energy vehicle companies, which were once the second-tier camps of new forces, continue to expand their market share. In October, Nezha Auto delivered 18,016 new cars. However, the previous , LePan Auto , slowed down this month, delivering 7,026 new cars, a month-on-month decrease of 36.3%.
But more up-and-coming stars are also appearing. In October, the delivery volume of Zekr increased significantly. With the model of Zekr 001, the sales volume of 10,119 units that month, an increase of 22.3% month-on-month.
Although Aian and Zekr are in a fierce momentum, the public opinion field in the new energy track seems to focus on car companies such as "Wei Xiaoli" that have created the concept of "new car-making forces".
In order to gain more voice and recognition from the capital market, GAC Aion and Zekr are currently actively seeking independent IPOs.
"As traditional car companies begin to invest more funds and energy into the new energy vehicle track, the market structure of the domestic new energy vehicle market will change rapidly, and there will even be a situation where new car-making forces, traditional car companies, and joint venture car companies will divide the world. The competition has just begun." An automobile analyst who has been paying attention to the new energy vehicle market for a long time told "Financial World" weekly.
