On February 1, the new forces of car building successively released the delivery results in January this year.
According to the sorting of times finance and economics, Xiaopeng ranked first among the new forces with the monthly delivery of 12922 vehicles, a year-on-year increase of 115%, and the ideal ranked second. The monthly delivery of vehicles reached 12268 vehicles, a year-on-year increase of 128%, while Nezha surpassed Weilai and ranked among the top three, with the monthly delivery of 11009 vehicles.
Specifically, in terms of single vehicle delivery, 6707 sets of Xiaopeng P7, 4029 sets of Xiaopeng P5 and 2186 sets of Xiaopeng G3 series were delivered. By the end of 2021, the total number of cars delivered by Xiaopeng had exceeded 150000. The ideal car relies on a model of more than 300000 yuan to “defeat three with one”, and the delivery volume in January is only 654 Xiaopeng cars.
It is reported that, as a medium and large SUV, the delivery volume of the ideal one is basically stable at more than 10000, which is also far higher than that of Volkswagen tuang, Cadillac XT6 and Buick Anke in the traditional oil vehicle market. In addition, the second model of ideal will be available soon. According to official information, the ideal X01 will be officially listed this year and is expected to sell for about 400000 yuan.
According to previous reports, the ideal X01 locates a large six seat SUV, with body data of 5150 / 1980 / 1800mm, wheelbase of 3100mm and larger size than the ideal one. In terms of power, the ideal X01 will adopt the second generation extended range platform, equipped with the 1.5T four cylinder turbocharged engine provided by Xinchen power and the generator of honeycomb energy. The comprehensive power of the front and rear dual motors is 330kw, and the peak torque is 650n · M. the battery life of the ideal X01 will be 155 km under the condition of wltc and up to 800 km under the condition of full oil and full power.
In the ranking war of new forces delivery, Wei Lai fell out of the top three again in January. After the delivery data came out, Ma Lin, senior director of Weilai enterprise communication, said, “we deliver against the production volume every month.” In the view of the industry, this also shows that Weilai does not lack orders, and production capacity is its biggest challenge at present.
It is noteworthy that 2022 is a very important year for Weilai. Ma Lin said, “Delivery of three new nt2.0 models, upgrade of intelligent cockpit of existing models, nad automatic driving application and delivery of 150 degree solid-state battery; the second production base in Xinqiao, Hefei is put into operation; after Norway, the whole system service has been provided in four European countries… There are great challenges, but we believe that the growth of the company’s system capacity can achieve our goal.”
Xiaopeng automobile also said that “from the end of January to the beginning of February 2022, during the Spring Festival shutdown, we will carry out technical transformation of Zhaoqing base. After the transformation is completed, a large number of on-hand orders brought into 2022 are expected to accelerate delivery”.
The explosion of new energy vehicles in 2021 has brought China’s new forces of vehicle manufacturing into a period of rapid growth, and the order volume and delivery volume are rising. This good trend is expected to continue this year.
“At present, the new energy vehicle market in the first and second tier cities has changed from policy driven to market driven. The single month penetration rate at the end of 2021 has exceeded 20%. From the development characteristics of this industry, it doesn’t take much time for the penetration rate to reach 50%.” New energy insiders told the Times financial analysis.
Soochow Securities Co.Ltd(601555) the research report also points out that the population size + 25-30 years old, start a family and start a business, and the core of the 6-8-year car change cycle determines that 2022-2025 will be the concentration period of new energy vehicle consumption. With Tesla as the leading brand of new energy vehicles, new forces, traditional car companies, mobile phones and other tripartite car manufacturers have entered the market one after another. 2022-2025 will usher in the most concentrated period of new product listing. In 2025, the penetration rate of new energy vehicles will exceed 50%.
In fact, most new energy vehicle enterprises have plans for product launch or delivery in 2022, including Xiaopeng G9, Weilai et5 and et7, Zero run C01, Nezha s, etc.
However, Soochow Securities Co.Ltd(601555) cautioned that 2022 is a critical moment connecting the preceding and the following. The impact of price increase on demand can not be ignored in the first half of the year. In the second half of the year, attention should be paid to the explosive power of the opening of the positive cycle of supply and demand. Due to the decline of new energy subsidies and the rise in the price of upstream materials, many auto companies, including Tesla, Byd Company Limited(002594) , Xiaopeng and so on, have announced the price rise of their products.
Cui Dongshu, Secretary General of the Federation of passenger cars, said that the sales volume of new energy passenger cars was originally expected to be 4.8 million in 2022. At present, it should be adjusted to more than 5.5 million, and the penetration rate of new energy passenger cars should reach about 25%. The number of new energy vehicles is expected to exceed 6 million, and the penetration rate of new energy vehicles is about 22%. With the substantial increase of Chinese consumers’ recognition of the new energy market and the stability of policy subsidies, it is bound to promote the surge in the total sales of medium Shanxi Guoxin Energy Corporation Limited(600617) vehicles in 2022 and continue to maintain the super leading position of more than 50% of the world’s share.
