Shulou(Shulou.com)11/24 Report--

On November 1, a number of new energy car companies focused on announcing their October sales. October is the traditional peak sales season in the auto market. According to the published data, the sales of many car companies have exceeded 10,000, which is not a small increase compared with the same period last year, but there has also been a significant decline in sales of several new forces.

Ean completed its annual sales ahead of schedule, Nezha rose and Xiaopeng's sales declined obviously. GAC Ean is the best performer in the published data, which shows that its sales reached 30063 units in October, an increase of 149% over the same period last year. It is the only brand whose sales have exceeded 30,000 units. At the same time, Ean has sold more than 30,000 units for two consecutive months. In addition, Ian sold a total of 212384 units from January to October, an increase of 134% over the same period last year, and achieved its annual sales target of 200000 two months ahead of schedule. With the current good trend, Ean's annual sales are expected to reach 25-260000 units.

On October 20, GAC GROUP announced that AION Y Plus Ean had completed a round of financing, raising a total of 18.294 billion yuan, setting a new record for the largest single private equity financing in the domestic new energy vehicle industry. After the completion of this financing, Ian is valued at 103.239 billion yuan, which is currently the highest valuation among unlisted new energy vehicle companies in China. In addition, there is also recent news that Ian plans to apply for an initial public offering to the securities regulator in the second quarter of next year, with a view to sprinting the first shares of Science and Technology Innovation Board, a new energy vehicle.

It was closely followed by Naha, which reported sales of 18016 units in October, up 122% from a year earlier and almost the same as 18005 in September. It has topped the list of new power sales for three months in a row. From January to October, Naha delivered a total of 129000 new cars, an increase of 161% over the same period last year. At present, the momentum of Nashi car is very strong, and it is a new power brand rising rapidly this year, and its sales have left "Wei Xiaoli" behind.

In addition, Nashi Motors also announced a few days ago that it will cooperate with NVIDIA. In the future, Nahu cars will be equipped with NVIDIA DRIVE Orin on-board computing platform to focus on the development of intelligent driving technology.

AITO reported sales of 12018 vehicles in October, the third month in a row that it has sold more than 10,000 vehicles, including 10045 in August and 10142 in September. Yu Chengdong, managing director of Huawei, terminal BG CEO and smart car solution BU CEO, said when releasing sales figures, "We are speeding up to solve the supply problem and strive for consumers to pick up their cars as soon as possible."

At present, the models on sale in AITO include M5 extended range version, M5 pure electric version and M7, whose product power is naturally very strong, which is also the main reason why consumers choose AITO. However, we should also see that since most of the models are sold in Huawei's flagship stores across the country, Huawei's huge sales network also plays an important role, and most of these flagship stores are prominently located on the first floor of downtown shopping malls. this is not the envy of other car companies.

On the other hand, delivery volume in October was 10059, an increase of 174.3% over the same period last year, but decreased month-on-month. Weilai said that the delivery situation was affected seriously by the epidemic in the vicinity of the production base of Weilai in October. From January to October this year, Xilai delivered a total of 92493 vehicles, an increase of 32.0% over the same period last year.

At present, Weilai is also actively laying out overseas markets to speed up delivery in overseas markets. It is reported that ET7 has started delivery in Norway, Germany and other five European markets in October.

The ideal number of new car deliveries in October is 10052, an increase of 31.4% over the same period last year, with a total of 96979 delivered from January to October this year. As of October 31, 2022, the cumulative delivery volume of ideal cars is 221067.

Shen Yanan, co-founder and president of ideal Automobile, said: "since its launch, ideal L8 has received positive feedback and wide recognition from users, the number of orders continues to increase, and ideal L8 will officially start delivery this month." in addition, the number of orders for the ideal L9 still maintains a strong growth trend, and customer satisfaction with the products is higher than expected, consolidating our market position in the price range above 400000. "

"Wei Xiaoli" in the three Weilai and ideal data are more regular, but Xiaopeng's data makes people feel a little unexpected, and it is the only one of the three brands that has fallen. According to the data released by Xiaopeng, the delivery volume in October was 5101 vehicles, down 49.7% from the same period last year and 39.8% from the previous month. Of these, 2104 were delivered for P7, 1665 for P5, 709 for G3i and 623 for the newly launched G9. However, from January to October this year, Xiaopeng's annual delivery volume reached 103654 vehicles, an increase of 56 per cent over the same period last year.

At present, Xiaopeng has experienced a month-on-month decline for four months in a row. He Xiaopeng, chairman and CEO of Xiaopeng Automobile, said, "at present, the logistics, transportation and delivery of the Xiaopeng G9 have been fully in place. On October 27, Xiaopeng G9 officially started large-scale delivery. From November onwards, the production of the G9 will climb steadily, we will accelerate the delivery of the G9 to more users, and promote the overall delivery volume to continue to increase."

Xiaopeng G9 also saw a decline in sales of zero-running cars. The number of zero-running cars delivered in October was 7026, up 92.3 percent from a year earlier, but down 36.4 percent from September, with a cumulative delivery of 94628 vehicles from January to October this year.

At present, Zero has released a total of four models, including S01, T03, C11 and C01, of which the latest model C01 went on sale on September 28 with a price starting from 183800 yuan. In addition, the zero run C11 extended version will also be launched in the near future.

Polar Krypton also released sales figures for October, delivering 10119 cars in October, up 22.3% from a month earlier, and for the first time it sold more than 10,000 cars a month. It was 8276 in September and now has a cumulative sales of 55600.

Yesterday, polar krypton 009 also officially went on the market, positioned as a luxury pure electric MPV, with a price of 499000 yuan and a maximum range of 822km.

According to data released by Lantu yesterday, a total of 2553 new cars were delivered in October, up 154 per cent from a year earlier, and has maintained month-on-month growth for five consecutive months. Among them, Lantu FREE delivered a total of 1225 vehicles, Lantu dreamer delivered a total of 1328 vehicles, currently Lantu brand delivered a total of 22963 vehicles.

Lu Fang, CEO of Lantu Automobile, said: "since October, due to the impact of the epidemic in many places, some of Lantu's space and delivery centers in Guangdong, Wuhan, Zhengzhou and other places have been suspended and have not yet resumed. As a result, the delivery of some users' vehicles has been delayed."

In addition, smart also released sales figures for the first full month since the launch of smart Wizard # 1. A total of 1629 vehicles were delivered in China in October, an increase of 287% over the previous month. Seemingly unskyward month-on-month growth figures, in fact, the model only officially began delivery on the 23rd of last month, with a total of 500 units delivered that month.

The mainstream price of new energy vehicles of traditional car companies is more popular in the market. From the sales data in October, we can see that the sales of new energy vehicles of traditional car companies are significantly higher than those of new power brands.

According to the published data, GAC's Ian sales exceeded 30,000 vehicles in October, while the average sales of the new power brand models were about 10,000, the best Nezha cars were 18000, while Xiaopeng and Zero ran only a few thousand. While BYD, a major seller of new energy vehicles, has not yet announced its October sales, and from the published September data, BYD's monthly sales have exceeded 200000 vehicles, and judging from the current trend and various forecasts, BYD's sales in October should continue to rise.

There are two main reasons for this, one is that traditional car companies have inherent advantages in production capacity and sales network, and perhaps more important is that the price of new energy vehicles in traditional car companies is more approachable.

For example, the prices of Ean's main selling models, AION S Plus and AION Y Plus, are between 15 and 200000 yuan, while BYD's most popular models, such as Yuan PLUS, Song PLUS and Dolphin, are mainly priced in this range. And in the new power brand, which is the highest-selling car, the prices of the two models currently on sale are concentrated in the range of 8-160000 yuan.

In contrast, the prices of other new power brand models are basically more than 200000 yuan, while the prices of more models are mainly concentrated in about 30-400000 yuan, which is indeed a bit high for many ordinary consumers. at present, the smart driving of the new power brand models is still very limited in the domestic application scene, and most consumers are not willing to pay for it.

In October, the new energy vehicle market is flat and subsidized backslope sales are expected to rebound at the end of the year. According to data released by the Federation of passengers, the new energy market hit another record high in September, with overall retail sales reaching 611000 vehicles, an increase of 82.9% over the same period last year and 15.4% month-on-month growth. penetration increased to 31.8%. But the forecast for October is relatively conservative. The federation expects retail sales of 550000 new energy vehicles in October, up 73.5% from a year earlier, down 10.0% from a month earlier, and a penetration rate of 28.8%.

In addition, the latest inventory early warning Index Survey of China Automobile Dealers released by the China Automobile Circulation Association recently showed that the inventory early warning index of Chinese car dealers in October 2022 was 59.0%, up 6.5 percentage points from the same period last year and 3.8 percentage points from the previous month. This also shows that the overall inventory of car dealers in October is under pressure, and terminal sales are less than expected.

The pressure on sales has also led Tesla to have two rounds of price reduction measures recently. first, in September, there was a disguised price reduction of 8000 yuan, and on October 24, Tesla again lowered the prices of Model 3 and Model Y on sale in China, ranging from 14000 yuan to 37000 yuan according to the specific conditions of each model.

As the new energy subsidy policy will decline by the end of this year, it is believed that the overall demand situation will be better in the coming November-December, and car companies can take this opportunity to make a final sprint.

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