Despite the impact of factors such as the rising price of raw materials for power batteries, the new forces of car manufacturing continued to make rapid progress in March, and the monthly delivery volume of many enterprises reached a new high.
In March, Xiaopeng delivered more than 15000 vehicles and won the monthly sales champion again. Nezha delivered more than 12000 vehicles and won the second place. The ideal vehicle delivery was 11000, ranking third. In addition, following the “Wei Xiaoli”, the delivery volume of Zero run cars in March also exceeded 10000, ranking among the top four monthly sales list of new forces for the first time, while Wei Lai delivered less than 10000 in March, ranking fifth in the sales list of new forces in March.
Specifically, Xiaopeng automobile, which ranked first, delivered 15400 vehicles in March, with a month on month increase of 148% and a year-on-year increase of 202%. Xiaopeng automobile said that despite the challenges of the epidemic and the supply chain, the cumulative delivery of Xiaopeng automobile in the first quarter still reached 34600, 2.6 times that of the same period last year, again exceeding the upper limit of the financial report guidelines.
Xiaopeng automobile was able to win the monthly sales crown again, mainly due to the sales growth of P7. The sales volume of the model reached an all-time high of 9183 in March. It is said that the lithium iron phosphate battery model with the starting price reduced by 20000 yuan has driven the growth of P7 sales to a certain extent.
In the face of the current rise in the price of raw materials for power batteries, Xiaopeng automobile revealed that it was trying to control the battery cost caused by the rise in the price of raw materials while ensuring the supply through communication with major power battery suppliers.
On January 1 this year, Nezha automobile announced a price increase of 2000 ~ 5000 yuan for Nezha V and Nezha u pro. However, from the perspective of delivery volume in March, the price increase did not have an adverse impact on the sales volume of Nezha automobile. In March, 8122 Nezha V vehicles were delivered, a record high, with a year-on-year increase of 153%; Nezha u Pro delivered 3904 vehicles, a year-on-year increase of 9660%.
In addition, Nezha s, the first pure electric car of Nezha automobile, has entered the trial production verification stage in March, or started pre-sale in April. It will be officially launched this year, and the price is expected to be about 300000 yuan. This new car will become a new growth point of Nezha’s vehicle delivery.
In March, ideal car delivered 11000 ideal one, a year-on-year increase of 125.2%; In the first quarter, the delivery volume reached 31700 vehicles, a year-on-year increase of 152.1%. Since its listing, the cumulative delivery of ideal one has reached 155800 vehicles.
Affected by the continuous sharp rise of upstream raw materials, the price of ideal one has been adjusted since April 1, and the national unified retail price has been increased from 338000 yuan to 349800 yuan, up to 11800 yuan.
Shen Yanan, co-founder and President of ideal automobile, said: “due to the impact of the epidemic in the Yangtze River Delta, the production is affected by the shortage of some parts supply. We are taking more measures to ensure the supply of parts, ensure production as much as possible and shorten the waiting cycle of ideal one users.”
Zero run cars achieved a monthly delivery of more than 10000 vehicles for the first time in March, with a monthly delivery of about 10100 vehicles, an increase of 193% month on month. It is understood that in the current sales structure of Zero run cars, the sales volume of A00 car T03 accounts for a large proportion, while SUV model C11 has also begun to increase gradually.
In addition to increasing sales, Zero run cars are also accelerating the pace of landing in the capital market. On March 17, Zero run automobile has submitted its listing application to the Hong Kong stock exchange, and the continuous improvement of new car delivery will undoubtedly help Zero run automobile enter the capital market as soon as possible.
The delivery volume of Weilai in March was better than that in February, with 9985 vehicles, a year-on-year increase of 37.6%, but it was still lower than that of Xiaopeng automobile and ideal automobile. It is understood that Weilai et7 has been delivered on March 28, and 163 vehicles have been delivered as of March 31. At the same time, it is expected that in late May, Weilai will release 2022 models of es8, ES6 and ec6 equipped with the latest intelligent cockpit hardware, as well as the upgrade scheme of existing users’ intelligent cockpit; ES7, born on NT2 platform, will also be released synchronously.
In addition to the new forces of car making, the new energy vehicles of traditional car enterprises also performed well in March. For example, in March, the sales volume of GAC ea’an exceeded the threshold of 20000 vehicles for the first time, reaching 20300 vehicles, with a year-on-year increase of 189% Guangzhou Automobile Group Co.Ltd(601238) deputy general manager Wang Dan previously said that at present, the order level of GAC AIAN has returned to the level before the price rise of products, and the order number per day is about 1000 ~ 1500.
In terms of polar krypton, 1795 polar krypton 001 were delivered in March. As of March 31, the cumulative delivery volume of polar krypton 001 was 14200. An Conghui, CEO of jikrypton intelligent technology, revealed in an interview with the reporter of daily economic news that product delivery is one of the most important problems facing jikrypton. Affected by chip, supply chain, epidemic and other factors, there is a large difference between the product delivery and order volume of polar krypton.
It is understood that in terms of supply chain, after several rounds of communication with wibuck, the exclusive production line of air suspension parts of polar krypton 001 has been put into operation, and the overall production and delivery of polar krypton 001 will continue to improve. At the end of this month, a new batch of core parts will arrive, and the production and delivery of krypton in April will be improved.
Some people believe that the price rise of products has obviously consumed part of the demand for new energy vehicles in advance, superimposing the factors of insufficient production capacity supply and early release of orders caused by the epidemic from March to April. In the next period of time, the new energy vehicle market may usher in “late spring cold”.
