new forces of car making car delivery increased sharply in 2021 and Xiaopeng delivered nearly 10 million cars to win the championship
On January 3, 2022, Xiaopeng automobile, a Hong Kong listed company, announced the smart car delivery data for December and the fourth quarter of 2021, which also means that the car delivery report card of the new force of car building in 2021 was released – Xiaopeng ranked first in terms of cumulative delivery of 98155 vehicles in the whole year, followed by Weilai and ideal in terms of cumulative delivery of 91429 and 90491 vehicles respectively.
Xiaopeng automobile (09868. HK) (xpev. US), with the largest delivery volume in 2021, announced that the company would deliver 16000 intelligent electric vehicles in December 2021, breaking the monthly delivery target of 15000 vehicles for the second consecutive month. In December 2021, the delivery volume increased by 181% year-on-year.
In terms of annual automobile delivery data, as of December 31, 2021, the total delivery of Xiaopeng automobile reached 98155, a year-on-year increase of 263%. In addition, as of December 31, 2021, the cumulative historical delivery of Xiaopeng intelligent electric vehicles has reached 137953.
Weilai and ideal annual delivery ranked second and third respectively, with cumulative delivery of more than 90000
NiO. US ranked second among the new forces of car making in the cumulative delivery of cars in 2021. The data show that Weilai delivered 10489 vehicles in December, a year-on-year increase of 49.7%; Weilai delivered 25034 vehicles in the fourth quarter of 2021, with a year-on-year increase of 44.3%; 91429 vehicles were delivered throughout the year, with a year-on-year increase of 109.10%.
Followed by ideal car (02015. HK), the gap between the cumulative delivery in 2021 and Weilai is only 938, and their sales are very anxious. According to the data from ideal cars, the company delivered 14087 ideal ones in December 2021, an increase of 130.0% over December 2020, reaching a new high in delivery volume. In the fourth quarter of 2021, 35221 ideal one vehicles were delivered, with a month on month increase of 40.2% over the third quarter of 2021 and a year-on-year increase of 143.5% over the fourth quarter of 2020. In 2021, the ideal one delivered a total of 90491 vehicles, with a year-on-year increase of 177.4%. Since delivery, the cumulative delivery of ideal one has reached 124088 vehicles.
In 2022 , the competition of new energy vehicles will increase unabated. Who can laugh at the last? There are big variables
Although the new forces of car making have made remarkable achievements in 2021, looking forward to the future, they will not only face the pressure from the competition of traditional car enterprises, but also face problems such as the decline of car purchase subsidies, the increase of raw material costs, the shortage of chips and so on.
In recent years, traditional and old fuel vehicle enterprises have also continued to make efforts in the new energy vehicle market, trying to get a share in the new energy vehicle market. Chinese manufacturers take Guangzhou Automobile Group Co.Ltd(601238) as an example. The company’s new energy vehicles grew rapidly in 2021. The data show that the sales volume of GAC AIAN in December reached 16675 units, and the cumulative sales volume last year reached 12.36 units, a year-on-year increase of 119%. It can be seen that Guangzhou Automobile Group Co.Ltd(601238) has become a force that can not be ignored in the industry, whether from the perspective of sales growth or the absolute value of sales.
It is worth mentioning that the company’s new energy vehicle Chenneng plans to further speed up. According to the company’s statement, at present, the production capacity of ai’an plant is 100000 vehicles / year, and the capacity utilization rate has exceeded 140%. In response to market demand, gac-e’an will complete the expansion of the first plant with a capacity of 200000 at the beginning of 2022, and will have a capacity of 400000 years by 2023.
In the international market, foreign veteran car companies are also seizing the new energy vehicle track. The data show that the Volkswagen ID series delivered 13787 vehicles in December, a record. Since March last year, Italy has delivered 70625 vehicles
In terms of policy, the mainland new energy vehicle subsidy was once one of the key factors driving the prosperity of the industry, and the vehicle purchase subsidy policy will change in 2022. On December 31, 2021, the four ministries and commissions jointly issued the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022, which made it clear that from January 1, 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. Industry insiders said that this will further enhance the pressure faced by new energy vehicle manufacturers.
In addition, the new forces of car building will also face the pressure of soaring prices of lithium battery raw materials. Public data show that the price of battery grade lithium carbonate, the core raw material of lithium battery, has increased from 60000 yuan / ton at the beginning of the year to more than 200000 yuan / ton, an increase of about 400%; The price of lithium hexafluorophosphate, the raw material of electrolyte, has increased from 110000 yuan / ton at the beginning of the year to 550000 yuan / ton now, an increase of about 500%. On the other hand, the global shortage of automotive chips will also become a challenge that new energy vehicle manufacturers have to face.
In the long run, although the demand side of new energy vehicles will continue to grow, the new forces of car making will also face many challenges, including competition with traditional car enterprises, declining car purchase subsidies, increased raw material costs, chip shortage and other problems, which may become a “stumbling block” for a few companies to fall behind. Therefore, the competition in the new energy vehicle market will continue unabated in 2022, and it is obvious that there are great variables in who can laugh last.
(Xinhua News Agency)
