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

The excitement of the Shanghai auto show has just dissipated, and during the May Day holiday, the major new energy car companies have announced the new car delivery volume for April.

Overall, April sales did not change much from March. BYD is still far ahead of all other car companies, the differentiation of "Wei Xiaoli" continues to grow, ideal to take the lead with more than 25000 vehicles, Xiaopeng and Weilai are not more than 10,000 vehicles.

In the second echelon, Nezha has sold more than 10,000 for three months in a row, while zero and polar krypton sales have also rebounded significantly, while the boundary is less than 5000 vehicles, there are obvious signs of lagging behind compared to the former glory.

BYD, Ian sales stable first echelon BYD April sales of 210295 vehicles, can no longer be described as amazing, it should be said that this is the current normal level, has basically stabilized at more than 200000 per month. Of this total, 209467 passenger cars were sold, an increase of 98.6 percent over the same period last year, and 14957 passenger cars were exported.

Specifically, BYD sold 104364 EV pure electric models in April, up 81.81% from the same period last year, up 81.81% from the same period last year and 118.64% higher than the same period last year.

In terms of models, BYD Qin sold 42202 cars. It can be said that the Qin PLUSDM-i championship version, which starts at 99800 yuan, has no small impact on the A-class cars of the joint venture brand. In addition, 39160 yuan series, 30462 dolphins and 27736 Song PLUS series were sold in April.

Seagulls, which just went on sale at the end of April, sold 1500, and the car has a lot of room for growth. As a reference, dolphins, which are also used as boutique cars, are basically stable at the level of 30,000 units sold per month, which is higher than the car flying plus golf sales of this level combined. So we can boldly predict that the monthly sales of seagulls will basically be stable at more than 20,000 units or even higher in the future.

In terms of momentum brands, April sales exceeded 10,000 again, reaching 10526 vehicles. According to official data, the current transaction price of Tengli D9 has exceeded 420000 yuan, and has been ranked first in new energy luxury MPV sales of more than 300000 yuan for four months in a row.

You should know that at present, there is only one relatively niche MPV model on sale, but sales have surpassed many new power brands, and the upcoming launch of the momentum N7 is also highly expected, and this year's momentum brand is worth looking forward to.

It was closely followed by GAC Ean, which sold 41012 vehicles in April, up 302 per cent from a year earlier and 2.5 per cent month-on-month. Ian's sales exceeded 40,000 vehicles for the first time in March and rose slightly again in April, which is now second only to BYD and Tesla.

At present, Ian's main selling models are AION S and AIONY, which mainly cover a market of 12-180000 yuan, accounting for more than 90% of sales, while sales of relatively higher-end models, AION V and AION LX, fall short of expectations.

GAC Ean has been in the mid-and high-end market since last year, and its HyperGT pure electric sedan began pre-sale around mid-April, with a pre-price of 21.99-339900 yuan, which is expected to be further reduced. The success of Ian in hitting the mid-and high-end market this year depends on the final sales performance of the car.

"Wei Xiaoli" accelerated differentiation and serious decline in the new power camp, the ideal result is quite ideal. It delivered 25681 vehicles in April, an increase of 516.3% over the same period last year. It is the only car company that has sold more than 20,000 cars. At the same time, ideal also broke through the 20,000 mark for the third time. The sales volume is higher than that of Weilai and Xiaopeng combined.

In terms of model structure, the sales volume of the ideal L7 has grown very fast since it was delivered in March, with more than 10,000 vehicles delivered in April, and there is a strong growth trend in the follow-up. In addition, delivery of the ideal L7Air and L8 Air models also began in April, and lower entry prices have boosted ideal sales.

During the Shanghai Auto Show, the ideal released the "dual-energy strategy" and launched the 800V overcharged pure electricity solution, officially moving forward to the pure electricity solution. According to the plan, in the future, the ideal car will produce two major routes of extended range electric and high voltage pure electricity in parallel, and the product layout of "1 flagship model + 5 extended range electric models + 5 high voltage pure electric models" will be formed by 2025, facing more than 200000 of the market. Fully meet the needs of household users.

Sales fell sharply in April, delivering a total of 6658 new cars, up 31.2% from a year earlier and down 35.8% from a month earlier. Among them, there are 4945 car models and 1713 SUV models.

The main reason for the decline in sales is that the switch between new and old models has not yet been completed. ES8, ES6 and EC6, which were once guaranteed by sales volume, all belong to the first generation platform models, but now their competitiveness has declined significantly, and the second generation models have also been released, but they have not yet begun to be delivered, so most potential consumers are in a wait-and-see attitude.

At present, the main selling model of Xilai is the ET5, which belongs to the second-generation model. EC7, which is also a second-generation model, has just started delivery at the end of April, while the 2023 ET7 and ES6 models are expected to be delivered in May, while the new ES8 will not be delivered until June.

At present, Weilai is in a critical period, the delivery of the new platform model has not been started, although the old model is still on sale, but there is little interest, the biggest deficiency is still in terms of production capacity, paying close attention to the delivery of new models is still the top priority.

Xiaopeng sold 7079 vehicles in April, basically the same as the March data. Xiaopeng began to fall into the crisis at the end of last year, and after that, great changes began internally. At present, it seems that it has been alleviated, but it is not yet time for the crisis to be resolved.

At present, after the launch of the new P7i, sales have begun to climb, but the decline of the old model is more serious, especially the competitiveness of the P5 model is relatively weak, and the G9 market feedback is also relatively cold, far from meeting Xiaopeng's internal expectations.

Xiaopeng unveiled its latest G6 model at the Shanghai auto show, which is scheduled to be officially launched at the end of the second quarter of this year, followed by immediate delivery. This G6 has also been regarded by the outside world as "the last hope of the whole village". Whether Xiaopeng can return to the first echelon this year will also depend on the performance of the G6 in the market.

Nashi and Zero accelerated catch-up temporarily lagged behind in the second camp of the new car-building forces. Naha continued to take the lead, with sales exceeding 10,000 again in April, reaching 11080 units, an increase of 26% over the same period last year. Of these, 4727 were delivered by Nathan V, 3821 by Nathan U, 2237 by Nathan S and 295 by Nathan GT.

Nezha won the champion of the new car-building power by relying on low-cost models last year, but since the end of last year, it has begun to transform to the middle and high end. At present, Nezha S sales have stabilized at the level of more than 2000 vehicles, which can be said to have achieved preliminary results. During the Shanghai auto show, Naha GT, its first two-door four-seat pure electric sports car, officially went on sale at an official price of 17.88-226800 yuan, another attempt to shift to the middle and high end.

In terms of smart driving, Nahu cars are also starting to generate power. Recently, Nahang and Horizon have officially signed a comprehensive deepening strategic cooperation agreement. In the future, Naha will be based on the high-level intelligent driving special chip Expedition 5, and rely on its own full stack of research and development capabilities, join hands with Horizon to deepen cooperation around BEV and other leading algorithm technologies to build a high-level NOA intelligent driving assistance system.

After a period of downturn, sales of zero-running cars have finally rebounded. A total of 8726 new cars were delivered in April, up 41 per cent from the previous month. In early March, Zero released 2023 all-line models, and the price was further reduced. It seems that the low-price strategy has indeed had some effect.

In addition, the structure of zero-running models has also been further improved, with April C series models accounting for more than 83%, including C11 and C01 models, both of which are priced in the range of 15-200000 yuan, changing the situation that once dominated only by the low-cost model T03.

Polar krypton sales maintained growth for three months in a row, delivering a total of 8101 new cars in April, an increase of 279% over the same period last year and 21.6% month-on-month growth, so far the cumulative delivery volume has reached 100000.

Polar Krypton X, the third model of polar krypton, was officially launched in April and is positioned as a pure electric compact SUV with a price range of 18.98 yuan to 209800 yuan. delivery will officially begin in June and is expected to become a new growth point for polar krypton brands.

Sales of AITO, which relies on Huawei, is still hovering at a low level, and there is a risk of falling behind compared with its former glory. Qijie sold 4585 vehicles in April, a slight increase compared with March, but it obviously failed to catch up with other new power car companies.

QQ had achieved good sales results by relying on Huawei's endorsement, but since Huawei founder Ren Zhengfei stressed not to build cars, its sales have remained at the level of 3,000 to 4,000. But the good news is that the advanced smart driving versions of the M5 extended range and pure electric versions have been released in April, while the flagship SUV M9 is also expected to be available in the fourth quarter of this year, which we can look forward to.

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