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

Thanks to CTOnews.com netizen South China Wu Yanzu for the clue delivery! After a dull January, the domestic new energy vehicle market warmed up in February and started a price war. Tesla took the lead in detonating at the beginning of the year. At present, there have been many automobile enterprises including BYD, Xiaopeng, Extreme Krypton, etc., and the price reduction promotion seems to have become the main theme of the February market.

On March 1, a number of new energy automobile enterprises announced February sales data as scheduled, BYD is still in the first echelon with absolute advantage. On the new force's side, the ideal sales volume exceeded 15,000 units again. With the huge potential of L7's listing in the future, it had successfully stabilized its position as the new force's top force.

BYD market share is close to 50%, Ai 'an returned to monthly sales of 30,000 BYD sales are still open, February sales of 193655 vehicles, a year-on-year growth of 112.6%. Among them, EV pure electric model sales volume 90639, DM hybrid model 101025. In 2023, 345,000 vehicles were sold cumulatively, of which 151,341 were sold in January.

Specific to each model, BYD Dynasty net sales 140925 vehicles, Ocean net sales 43414 vehicles; Tengshi brand sales in February 7325 vehicles, month-on-month growth of 13.8%, average car price to 415,000 yuan, stable more than 350,000 new energy luxury MPV sales champion.

It is worth mentioning that, according to the forecast of the association, the retail sales volume of new energy vehicles in February 2023 is about 400,000 vehicles. If calculated according to this data, BYD occupies 48.4% of the market share of new energy vehicles in February, which can only be described as terror.

At present, many BYD models are about to face model change. BYD Qin PLUS DM-i 2023 champion version is on the market. The starting price of 99,800 yuan opens a new era of "same price of oil and electricity," reducing dimension and attacking joint venture fuel vehicles. It is reported that BYD's new Tang DM-i model will also be launched in the near future, and the price is expected to bring surprises.

After experiencing the downturn in January, GAC Ai 'an ushered in a bottoming rebound in February, with the sales volume of 30086 vehicles breaking through 30,000 vehicles again, with a year-on-year growth of 253% and a month-on-month growth of 195%; the cumulative sales volume from January to February 2023 was 40292 vehicles.

At present, Ai 'an has been in a relatively stable state in terms of market share, but the biggest problem is that high-end models cannot be sold, among which AION Y and AION S account for about 96% of February sales, while the relatively high-end AION V and AION LX sell poorly.

In the first half of this year, the high-end electric coupe Hyper GT, which sells for about 300,000 yuan, is about to go on sale, which makes us worry about its sales.

Ean's sales target for 2023 is to guarantee 500,000 vehicles and rush 600,000 vehicles. In the past two months, the pressure will be great.

Ideal stands at the top of the new force, Xiaopeng crisis has not been lifted Ideal delivered 16,620 vehicles in February, an increase of 97.5% year-on-year; since delivery, the cumulative delivery of ideal vehicles has reached 289,095 vehicles.

Among the new power brands, Ideal should have stood at the top of the list without suspense. At present, the sales volume has stabilized at more than 10,000 vehicles for several consecutive months, and set a record for the highest delivery in a single month with more than 20,000 vehicles in December last year.

With the launch of the large five-seat SUV model L7, Ideal has also entered a broader market space. L7 will be delivered to the first batch of users in early March, and it is believed that the ideal monthly sales volume will reach a new height after delivery.

In the fourth quarter of 2022 earnings conference call, Li wanted to reveal,"This year will challenge 300,000 yuan to 500,000 yuan price range of all luxury SUV market 20% market share. "According to the data of the Association, the cumulative sales volume of SUV above 300,000 yuan in 2022 is 1.478 million, and the market share of 20% is about 297,000.

The current performance of Weilai is relatively stable, with 12,157 vehicles delivered in February, up 98.3% year-on-year. Of these, 5,037 SUVs were delivered and 7,120 sedans.

From January to February 2023, Weilai delivered a total of 20,663 new vehicles, an increase of 30.9% year-on-year. By the end of February, 310,219 new cars had been delivered.

At present, the inventory of 866 models of Weilai old models has been basically in place, and the second generation technology platform models will be the main models in the future. Weilai's sales target for 2023 is doubled compared with last year. Li Bin revealed on the earnings conference call that, including ET5, ES6 and ET5 hunting version, the goal is to achieve sales of 20,000 units a month; ET7, ES7 and ES8 are sold between 2000 and 4000 units each, which may add up to about 8000 to 10,000 units; For models like EC7 and EC6, sales are almost one or two thousand a month.

Xiaopeng experienced a slight increase in February after a sales cut in January, with deliveries of 6,010 vehicles in February, up 15% month-on-month, but still down about 3.5% from the same period last year.

At present, Xiaopeng is speeding up the inventory of P7, giving some discounts at the terminal to make room for the upcoming brand-new modified P7, avoiding the situation that the new and old models are in the same room. The market performance of G9, which was highly anticipated, also failed to meet expectations. Sales volume not only did not increase, but also shrank to a certain extent in February. It can be said that Xiaopeng's crisis is far from being lifted.

Nezha ushered in a strong rebound, and the sales volume continued to decline. Nezha also rebounded in February. In February, Nezha delivered 10073 cars, up 41.5% year-on-year. Among them, 5013 Nezha V vehicles were delivered; 3012 Nezha U vehicles were delivered; 2048 high-end Nezha S vehicles were delivered, with a month-on-month growth of 35%, accounting for about 20% of the total sales volume of the month. As of February 2023, 264,138 vehicles have been delivered cumulatively.

As the sales champion of last year's domestic new power brand, Nezha has been focusing on the market below 200,000 yuan. Nezha S, which began to be delivered in December last year, is the first high-end model. At present, its performance is still very good. In addition, Nezha's first coupe type Nezha E will also be available in the first half of this year, worth looking forward to.

Zero-running cars, which are in the transition period between new and old models, sold 3198 vehicles in February, ranking lower among new power brands, but up from January. On March 1, the zero-run all-series models ushered in a new one, and at the same time, the price also brought a lot of surprises, which is believed to bring great help to boost sales in the future.

The starting price of the brand-new zero-run C11 extended range 180km version was directly sold to 149,800 yuan, down 10,000 yuan from the pre-sale price, while the starting price of the 285km version of the pure electric battery life was only 165,800 yuan. The zero-run car said not only to "same price of oil and electricity," but also lower than the price of fuel vehicles. In addition, the price of 2023 C11 pure electric version is 155,800 - 219,800 yuan; the price of 2023 C01 is 149,800 - 228,800 yuan; and the price of 2023 T03 is 59,900 - 89,900 yuan.

Polar Krypton delivered 5455 new vehicles in February, up about 87% year-on-year and 75.1% month-on-month; 86519 vehicles have been delivered so far. The average order amount of Krypton 001 officially announced is 336,000 yuan, and the average order amount of Krypton 009 is 527,000 yuan. However, according to the risk data, the sales volume of Krypton 009 is not satisfactory, the actual delivery volume of the whole February is only about 200 vehicles.

In addition, Krypton has recently faced a lot of questions from consumers, such as bug in the vehicle system, unilateral tampering with the content of the car purchase agreement by the manufacturer, etc., which have rushed to the top of the complaint platform in a short time. In addition, in the face-to-face live broadcast activities of extreme krypton car owners, many car owners were forbidden to speak or even kicked out of the broadcast room when making comments, which also made many old car owners feel very speechless.

In February, sales fell again month-on-month, with sales of 3505 vehicles, down 21.68% month-on-month, and cumulative deliveries of more than 84,000 vehicles.

Recently, Huawei and Celis signed a joint business deepening cooperation agreement to launch a new platform. The first flagship model under the new platform is scheduled to be released in 2023, equipped with a high-end intelligent driving system, and a number of new models will be launched in the following six consecutive years. In addition, Celis said that the joint business goal of both parties is to achieve the production and sales of new energy vehicles to reach 1 million units by 2026.

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