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New players are starting to take the lead, and the new energy vehicle market is about to change.
Author | Juice Editor | Xiao Han
Source: Car Stuff
The new energy vehicle market is undergoing drastic changes!
The 1st of each month is the moment when new energy vehicle companies announce their transcripts from last month, and on November 1st just past, 11 new energy vehicle companies also announced the sales data of “Silver Ten”.
With the continuous changes in the new energy market, the sales seats among car companies are also constantly changing. The new energy brands supported by traditional car companies are constantly advancing. GAC Aian and Jikr have both begun to make rapid progress, and there have also been significant changes in sales among new car companies. has dropped to fifth place.
In addition, at present, the top new car companies have opened the gap with the second-tier new car companies, and there is not much time left for the second-tier new car companies. The entire new energy vehicle industry is still undergoing rapid changes.
Chedongji sorted out the data of car companies that have announced the sales of new energy vehicles in October and found more information.
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1. Traditional car companies still occupy an absolute advantage
In the new energy vehicle market, only the top five new car manufacturers, Tesla and BYD are currently the most famous, while the slightly low-key GAC Aian is developing silently.
Judging from the announced sales volume, GAC Aian has thrown off a number of companies, and once again the monthly sales exceeded 30,000 units.
Up to now, its cumulative sales this year have exceeded 210,000 units, and at the beginning of the year, GAC Aian set a sales target of 200,000 units for this year, which means that GAC Aian has completed this year’s sales target two months ahead of schedule. .
This may be good news for Aian. At this stage, GAC Aian is undergoing mixed reform. At the end of October, GAC Aian completed the A round of financing and introduced 53 strategic investors, with a financing amount of 18.294 billion yuan, setting the largest single private equity financing among domestic new energy vehicle companies.
After the completion of this financing, GAC Aeon’s valuation reached 103.239 billion yuan, making it the most valuable unlisted new energy company in China.
2. New and new cars begin to show their strength
The most surprising ones in the October sales list are Wenjie and Jikr Auto. Compared with new car companies such as Wei Xiaoli, these two companies can be called new car companies.
With the support of Huawei, the sales volume of Wenjie Auto has been soaring, showing strong competitiveness from the beginning of delivery, and has achieved sales of over 10,000 for three consecutive months.
As another powerful player in the field of program extension technology, Wenjie already has the ability to wrestle with the ideal car, and with the gradual delivery of pure electric models, Wenjie’s sales may further increase.
Different from the hurricane in the world of asking, Ji Krypton shows the stamina of the brand. After the release of the first model 001, it was criticized for its incompetence in software, multiple functions or engineering versions, etc., and suffered from Waterloo in word of mouth.
Fortunately, Jikr Auto replaced the 8155 chip for users for free with the determination of a strong man to break his wrist, which improved the soft power of the vehicle. Since then, the sales of the vehicle have begun to increase significantly, and the monthly sales exceeded 10,000 for the first time in October.
But at present, the growth of Jikr Automobile is still very obvious, and it is still showing a good trend. Its sales are expected to further increase in the follow-up, and the delivery task of achieving an annual sales of 70,000 vehicles should not be difficult.
The rapid development of these two companies will have a big impact on new car companies such as Wei Xiaoli.
3. Wei Xiaoli is in a bad situation
At present, the sales situation among new car companies is also changing, and all three Wei Xiaoli have suffered a certain sales decline.
Although Weilai achieved monthly sales of more than 10,000, it has also declined to a certain extent compared with the previous month. However, in the past October, the two factories of Weilai Automobile in Hefei were suspended, which is a sign of its sales data. also had some impact.
Fortunately, NIO’s product lineup is already very rich. The addition of ET7, ET5 and other models has given consumers more choices, and its sales may further increase in the future.
The sales of the ideal car also declined slightly, but the current L9 deliveries are all delivered by the ideal car. Compared with the previous main product ONE, the ideal L9 has a higher price, and it is very difficult to achieve monthly sales of over 10,000.
Starting this month, Li Li will also deliver the L8, the successor of Li Li ONE. After this car is added, its sales are expected to change the downward trend.
Xiaopeng Motors was the worst performer among the three, with only 5,101 vehicles delivered in October, halving year-on-year. This is also related to the connection of its products. The advantages of P7 and G3i in the fierce new energy competition are no longer obvious. It is urgent to improve their competitiveness through remodeling. However, the performance of P5 has not met expectations, and it is difficult to bring strong sales. promote.
However, at present, the flagship model G9 of Xiaopeng Motors has been delivered at the end of last month, and Xpeng Motors can achieve a sales reversal in the next two months. The key depends on this car.
4. Nezha Auto Continues to Show Super Competitiveness
Among the many brands, the most surprising one is Nezha Auto, whose monthly sales reached 18,016 units, approaching the new target of 20,000 monthly sales.
That is to say, if only from the perspective of sales volume, Nezha Auto has already secured the top spot for new cars.
However, it should also be noted that the current growth of Nezha Auto is not very fast. Its core products are still Nezha V and Nezha U. These two products are mainly cost-effective. The price of these two products also determines that their profit margins are not high, which is not good for the development of the company. At present, Nezha Auto has launched the transformation work Nezha S, but this car has not yet officially started mass production and delivery.
On the whole, the state of Nezha car is very good at this stage, and how to maintain it in the future is the problem to be considered.
Leapmotor, which takes the same cost-effective route as Nezha, has experienced a decline in sales. It delivered 7,026 new cars in a single month, which is the first time that its deliveries have fallen below 10,000 since May.
Cao Li, senior vice president of Leap Motor, once said that Leap Motor has never been short of orders. The decline in sales may be related to the ramp-up in the production capacity of the new car C01.
5. Second-tier new energy brands are gradually being thrown away
In addition to the main players at the head, there are also some second-tier players who are struggling.
Although Hechuang Automobile, Skyworth Automobile and Lantu Automobile have achieved a certain increase in the delivery volume, the overall volume is still very small, and even the cumulative sales volume of the whole year is not as high as that of some companies in one month.
At present, Hechuang is working hard to launch new products, but it is difficult to say whether it will help its sales increase. Skyworth is currently working on plug-in hybrid models. After BYD is listed on the list, sales have increased to a certain extent, but overall, it still lacks unique competitiveness, and there is still a risk of sales decline.
Lantu Automobile has been tepid after delivery, and officially released its first pure electric MPV product this year, but considering that MPV is not a mass-market model, it may be difficult to help sales. To further gain market share, Lantu Auto still has a lot to do.
6. Nezha leads the new car, asks the world to catch up with Wei Xiaoli
On the whole, although Ji Krypton and Wenjie have made very rapid progress, they have not been established for a long time, so they have not accumulated many users. They are still in the period of climbing sales, and the top five new car manufacturers already have After years of operation, it has gained a certain reputation in the market, and its cumulative sales are also better.
As the dark horse brand of this year, Nezha Automobile leads the top five new car manufacturers. Thanks to the strong growth in the first half of the year, Xiaopeng Motors has become the second company among the new car manufacturers to sell more than 100,000 cars.
In the first half of the year, Weilai Automobile was seriously affected by the shortage of parts and components, and Lili Automobile also suffered from production stoppages. However, the current user demand is still very large. Therefore, the sales of these two companies have reached the edge of 100,000 vehicles. It is estimated that This month, it will be able to achieve annual sales of 100,000 units.
In addition to the top five new car manufacturers and GAC Aian, Wenjie and Jikr have both started to grow rapidly in the second half of this year. Wenjie has sold more than 10,000 units for three consecutive months, and Jikr has also been close to 10,000 units for many consecutive months, and it has also been sold. more than 50,000 new cars.
From the perspective of overall sales, the top five new car manufacturers still have a very stable sales output, while Wenjie and Jikr have become the other two powerful players, but the current second-tier new car players have basically fallen behind and want to catch up with the first echelon. , is still very difficult.
7. The new energy vehicle market is undergoing drastic changes
With the continuous increase of the market and the entry of new players, the domestic new energy vehicle market is undergoing rapid changes.
Traditional car companies and brands with the background of traditional car companies are rising rapidly, and the interior of new cars is also constantly being differentiated. The pattern of Wei Xiaoli’s dominance is changing.
But on the whole, the new energy vehicle market also shows a trend of stronger players, and many new players are still on the edge.
(Disclaimer: This article only represents the author’s point of view and does not represent the position of Sina.com.)
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