In February, the overall delivery volume of new forces was considerable, and the ideal car ranked first in the delivery list
On March 1, 2022, Weilai, ideal, Xiaopeng, Nezha, Zero run, extreme krypton and GAC AIAN, the new forces of car making, announced the terminal delivery data in February. Xiaopeng delivered 6225 vehicles in February, with a month on month decrease of 51.83% and a year-on-year increase of 180.03%, including 3537 vehicles delivered by P7, 2059 vehicles delivered by P5 and 2815 vehicles delivered by G3 / g3i. In 2022, 19147 vehicles were delivered, with a year-on-year increase of 132.42%. Weilai automobile delivered 6131 vehicles in February, with a month on month decrease of 36.48% and a year-on-year increase of 9.91%, including 1084 vehicles delivered by es8, 3309 vehicles delivered by ES6 and 1738 vehicles delivered by ec6. In 2022, 15783 vehicles were delivered, with a year-on-year increase of 23.28%. 8414 ideal cars were delivered in February, with a month on month decrease of 31.42% and a year-on-year increase of 265.83%. In 2022, 20682 vehicles were delivered, with a year-on-year increase of 169.33%. Nezha delivered 7117 vehicles in February, with a month on month decrease of 35.35% and a year-on-year increase of 249.21%. In 2022, a total of 18126 vehicles were delivered, with a year-on-year increase of 331.88%. Zero run delivered 3435 vehicles in February, with a month on month decrease of 57.51% and a year-on-year increase of 446.97%. A total of 11520 vehicles were delivered in 2022, with a year-on-year increase of 437.82%. Polar krypton delivered 2916 vehicles in February, down 17.39% month on month. 6446 vehicles were delivered in 2022, and 12453 vehicles have been delivered since October 2021. Gac-e’an delivered 8526 vehicles in February, with a month on month decrease of 46.82% and a year-on-year increase of 161.45%. A total of 24557 vehicles were delivered in 2022, with a year-on-year increase of 131.30%. Overall, the six delivered 42764 vehicles in February 2022, down 41.82% month on month, with a significant increase of 161.45% year-on-year in February 2021.
Disturbed by the Spring Festival, the delivery volume of various car enterprises fell month on month, but it was generally better than last year and increased significantly year-on-year
There are only 16 working days in February 2022, a decrease of 24% compared with the 21 working days in January. The Spring Festival in 2022 is at the beginning of the month, and February is the overall off-season of sales. In addition, the lack of core and the supply shortage of power battery and other parts are also factors affecting the delivery volume. During the Spring Festival holiday from the end of January to February, Xiaopeng automobile carried out technical transformation on Zhaoqing base and plans to fully resume production in mid February. Compared with February last year, the delivery volume of new forces auto enterprises fell by nearly 60% year-on-year, and the number of auto enterprises improved month on month in February 2022. In addition, the delivery volume in February showed a significant year-on-year growth, and the year-on-year growth of ideal, Nezha, Zero run and extreme krypton exceeded 200%. It is worth mentioning that the ideal car won the top of the delivery list of new forces in February only by virtue of the ideal one. It can be seen that the new ideal one has been fully affirmed by the market. We believe that under the disturbance of the Spring Festival, the delivery volume of each family of the new forces is generally considerable. Looking forward to March, with the elimination of Spring Festival factors, the exit of the off-season, the gradual easing of the lack of core and the improvement of the supply of power batteries and other parts, the delivery volume of each family is expected to continue to grow.
With the launch of new models this year, the gradually enriched product line and wider price range will cover more target users, which is expected to drive the delivery volume to continue to rise
In 2022, new power auto enterprises will launch new models one after another, gradually enrich their product lines, cover more models, and accurately locate different user groups to meet the vehicle needs of different customers. The new model will be equipped with more high-end hardware configuration, and the software system will also be upgraded. We believe that with the gradual popularization of super fast charging, new models supporting high-voltage fast charging will further solve the energy supplement pain point of pure electric vehicles, and new models with stronger product power will continue to support subsequent sales.
Ideal car plans to launch full-size high-end add-on SUV ideal X01 in Q2 of 2022. Ideal X01 will be improved in terms of sensor capability, safety redundancy and other dimensions. Weilai automobile is expected to launch three new models in 2022, and the medium and large intelligent electric car et7 is expected to be officially delivered at the end of March 2022; Medium sized intelligent electric car et5 is expected to be delivered in September; The other one is based on NT2 0 platform is expected to be released in mid April, benchmarking BMW x5l. Xiaopeng’s first medium and large suvg9 has been officially unveiled during the Guangzhou auto show in 2021 and is expected to be officially released during the Beijing auto show in 2022. G9 is China’s first mass-produced vehicle based on 800V high-voltage SiC platform, which can charge for 5 minutes and increase the mileage by 200km, effectively solving the pain points of energy supplement and insufficient mileage. The new model aionlxplus of gac-e’an has been officially launched in January 2022, with four configurations, the price covers 28 Oceanwide Holdings Co.Ltd(000046) 0000 yuan, equipped with “sponge silicon negative electrode battery”, and the endurance mileage of CLTC under comprehensive working conditions can reach 1008km. Nezha s, the high-end model of Nezha automobile, has completed the winter calibration. It is expected to open pre-sale at the Beijing auto show in April this year and deliver it in the fourth quarter of this year. Zero run car will also launch a new model Zero run C01 this year, which will be equipped with CTC battery technology
Looking forward to 2022, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5.3 million
According to our calculation, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5.3 million in the middle of 2022. Weixiaoli, a new force in car making, will launch new models this year. The sales volume of Weilai automobile will exceed 90000 in 2021. On the basis of the existing three models, three new models will be delivered in 2022. We predict that the sales volume of Weilai automobile is expected to reach 160000 in 2022. At present, with only one model, ideal car has steadily ranked among the first echelon of sales of new forces, with sales exceeding 90000 in 2021. With the launch and delivery of the ideal X01 in 2022, we expect the ideal car sales in 2022 to reach 180000. Xiaopeng sold 98000 cars in 2021. With the launch and delivery of the large SUV Xiaopeng G9 this year, we believe that a richer product matrix will support the increase of Xiaopeng’s delivery. We expect that the delivery of Xiaopeng cars in 2022 is expected to reach 200000. GAC ea’an’s sales volume exceeded 120000 in 2021. With the continuous delivery of new cars this year, we expect the sales volume to reach 200000 in 2022.
Risk tip: the company’s new car delivery is less than expected, the penetration growth of new energy vehicles is less than expected, the supply of chips, power batteries and other parts is unstable, the epidemic affects vehicle sales, and the launch of new products is less than expected.
