On January 1, 2023, at the beginning of the new year, new car-making forces released sales figures for December and 2022. The deliveries of "Wei Xiaoli", Wenjie AITO and GAC Aian in December all exceeded 10,000 vehicles. Among them, Xpeng Motors (09868.HK/XPEV.US) has exceeded 10,000 again in four months. Li Auto (02015.HK/LI.US) sold more than 20,000 units in December, setting a new monthly delivery high. Nezha Automobile delivered less than 10,000 vehicles in December, which was the month with the fewest deliveries in the second half of 2022.
Red Star Capital Bureau According to public sales data
throughout 2022, the delivery volume of "Wei Xiaoli" and Nezha cars exceeded 120,000 units, Leap Motors .11 million units, and GAC Aian exceeded 270,000 units. Since its delivery in March, Wenjie AITO has delivered a total of 75,000 vehicles. Except for November, it has exceeded 10,000 vehicles in the second half of 2022. It can be said that the new car-making forces have basically reached the level of average monthly sales exceeding 10,000 vehicles.
In December 2022, NIO (09866.HK/NIO.US) delivered 15,815 new cars, with a year-on-year increase of 250.8% and a month-on-month increase of 11.55%, setting a new monthly delivery high; among them, the second-generation technology platform The delivery volume of ET7, ES7, and ET5 increased to 13,127 units, accounting for 83% of the total deliveries that month. In the fourth quarter, NIO’s total delivery volume increased by 60% year-on-year to 40,000 units. For the whole of 2022, NIO delivered a total of 122,000 new vehicles, a year-on-year increase of 34%.
NIO
Xpeng Motors delivered 11,292 units in December, a month-on-month increase of 94.32%. Among them, Xpeng G9 exceeded 4,000 units for the first time, reaching 4,020 units, a month-on-month increase of 160%. The cumulative delivery volume in 2022 will be 120,757 units, an increase of 23% compared with 2021. As of December 31, 2022, Xpeng Motors' cumulative historical deliveries have reached 258,710 units.
On the same day, Xpeng Motors announced on its official Weibo that Xpeng Motors will not increase prices in 2023 as new energy vehicles withdraw from state subsidies. The announcement stated that according to relevant national policies and regulations, new energy vehicle purchase subsidies have been terminated on December 31, 2022, and vehicles registered since January 1, 2023 will no longer enjoy state subsidies (each subsidy amount ranges from 10,080 yuan to 13,860 yuan). The national recommended retail prices of Xpeng Motors' various models in 2023 will remain consistent with the prices after comprehensive subsidies at the end of 2022.
Xpeng
Li Auto delivered a total of 21,233 new cars in December, a year-on-year increase of 50.7% and a month-on-month increase of 41.23%, setting a single-month delivery record; in the fourth quarter, a total of 46,319 vehicles were delivered, a year-on-year increase of 31.5%. For the whole year of 2022, Li Auto delivered a total of 133,246 vehicles, a year-on-year increase of 47.2%. As of December 31, 2022, Li Auto’s cumulative delivery volume was 257,334 vehicles. The deliveries of both Lili L9 and Lili L8 exceeded 10,000 units.
Leapmotor (09863.HK) delivered 8,493 new cars in December, a month-on-month increase of 5.54%; a total of 111,168 new cars will be delivered in 2022, a year-on-year increase of over 154%.
On the same day, Leapmotor announced that its two models, Leapao T03 and Leapao C11, would adjust their prices. Among them, the price of the Leapao T03 series has increased by 3,000 yuan, and the adjusted price range is 82,500-99,500 yuan; the price of the Leapao C11 series has increased by 6,000 yuan, and the adjusted price range is 185,800-235,800 yuan. On December 30, Leapmotor promised not to increase the price of the C01 model and cover the amount of the national subsidy.
On January 1, Nezha Automobile announced that its cumulative sales in 2022 reached 152,073 units, a year-on-year increase of 118%, of which 3,456 units were delivered overseas. Combined with November delivery data, Nezha Automobile’s monthly delivery volume in December was 7,795 units, with decreasing by 48.28% compared to . As of the end of December 2022, the total delivery of Nezha cars reached 248,050 units.
GAC Aian
GAC Aian sold 30,007 units in December, a year-on-year increase of 107% and a month-on-month increase of 4.32%; cumulative sales from January to December were 271,156 units, a year-on-year increase of 126%, setting a new record for sales growth.
At the 2022 Guangzhou Auto Show, GAC Aion officially released the new pure electric sedan Hyper GT. The car is the first mass-produced model based on the AEP3.0 platform and Xingling electronic and electrical architecture. It is priced at around 300,000 yuan and is equipped with three lidar and butterfly doors. The delivery volume of the
Wenjie series in December reached 10,143 units, a month-on-month increase of 22.77%; since the official delivery was launched in March 2022, a total of more than 75,000 units have been delivered.
Red Star News reporter Wu Danruo
Editor Deng Zaoguang Editor Wang He
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