On April 1, the new power brands of car manufacturing successively announced the delivery transcripts in March. After experiencing the short-term downturn during the Spring Festival holiday, in March, Xiaopeng automobile took the lead with the delivery of 15000 vehicles. The delivery volume of Nezha automobile, ideal automobile and Zero run automobile exceeded 10000, and the delivery volume of Weilai improved month on month. At the same time, the traditional car enterprise “small” continued to make efforts, and the delivery volume of gac-e’an reached 20317.
Affected by the news that the delivery volume boosted, on April 1, US stocks Xiaopeng automobile and ideal automobile rose by more than 5%, and Weilai automobile rose by more than 4%.
Industry insiders pointed out that in March, due to rising costs, car enterprises set off a wave of price increases, leading some consumption. In the follow-up, they need to improve product power and delivery power to consolidate their competitiveness.
delivery volume improved month on month
From the delivery data disclosed by major automobile enterprises, the new energy vehicle market got rid of the downturn during the Spring Festival holiday in February, and the delivery volume improved significantly month on month.
In March, a total of 15414 Xiaopeng cars were delivered, with a month on month increase of 148% and a year-on-year increase of 202%. The cumulative delivery volume in the first quarter reached 34561 units, 2.6 times that of the same period last year. By the end of the first quarter of 2022, the historical cumulative delivery of Xiaopeng automobile had exceeded 170000 units.
In terms of single vehicle delivery, in March, Xiaopeng P7 exceeded 9000 units for the first time, reaching 9183 units; Xiaopeng P5 delivered 4398 units, with a cumulative delivery of 10486 units in the first quarter, a month on month increase of 38%; 1833 sets of G3 series are delivered.
In March, Nezha delivered 12026 vehicles, a year-on-year increase of 270%. In the first quarter of 2022, Nezha delivered a total of 30152 vehicles, a year-on-year increase of 305%. Nezha auto executives have previously said: “brand positioning is a popular market, and it is right to sell a little more than others.”
Ideal car delivered 11034 ideal one in March, with a year-on-year increase of 125.2%. In the first quarter of 2022, 31716 ideal vehicles were delivered, a year-on-year increase of 152.1%. Since delivery, the cumulative delivery volume of ideal one has reached 155804.
The delivery volume of Zero run vehicles reached 10059 in March, with a month on month increase of 193% and a year-on-year increase of more than 200%; The cumulative delivery volume in the first quarter of 2022 increased by 410% year-on-year. Zero run automobile recently submitted its statement to the Hong Kong stock exchange for listing and financing. Before submitting the statement, Zero run automobile has had several rounds of equity financing, with a total financing scale of 11.87 billion yuan. According to the latest round of equity financing price, the valuation of Zero run automobile is about 27.6 billion yuan.
Weilai delivered 9985 intelligent electric vehicles in March, with a year-on-year increase of 37.6%. In the first quarter of 2022, Weilai delivered 25768 intelligent electric vehicles, with a year-on-year increase of 28.5% and positive growth for eight consecutive quarters. By the end of March 2022, Weilai had delivered a total of 192838 intelligent electric vehicles. Weilai intelligent electric flagship car et7 was delivered on March 28, and 163 units had been delivered as of March 31.
traditional car enterprises “small” continue to make efforts
Traditional automobile enterprises continue to make efforts in the field of new energy vehicles Guangzhou Automobile Group Co.Ltd(601238) its new energy vehicle brand gac-e’an delivered 20317 vehicles in March, with a year-on-year increase of 189%.
The relevant person in charge of gac-e’an said: “on the one hand, the rapid breakthrough in the sales volume of e’an is that the expansion and upgrading of the factory capacity has been completed in February, and the capacity scale has doubled to ensure the supply guarantee; on the other hand, it is due to the innovative methods of e’an in science and technology, products and other aspects, especially the comprehensive innovation and change brought about by the mixed reform.”
Guangzhou Automobile Group Co.Ltd(601238) chairman Zeng Qinghong revealed at the performance briefing on March 31 that gac-e’an plans to complete the round a financing in the third quarter of this year and will be listed at an appropriate place next year.
Geely Automobile’s krypton brand delivered 1795 krypton 001 units in March, with a cumulative delivery of 14248 units. Krypton said that March was still affected by the epidemic and chip supply, and the delivery volume is expected to rebound significantly in April. It is reported that the delivery target of krypton this year is 70000.
In addition to the increase in delivery, car companies are also constantly improving product strength. On March 23, the official version of krypton zeekr OS 2.0 was launched one after another, and it is expected to complete the full user push in mid April. This is another major version upgrade of krypton 001, involving 33 ECU units. It has added the functions of the first batch of ZAD krypton intelligent driving assistance system, including accqa adaptive cruise with queuing function, AEB forward collision mitigation, LDW lane departure warning and FCTA front intersection arrival warning, as well as the indication and reminder function of abnormal charging.
several new cars will be delivered soon
During the period from the end of March to the beginning of April, the new energy vehicle market will usher in a wave of price increases. According to incomplete statistics by the reporter of China Securities Journal, Byd Company Limited(002594) , Xiaopeng automobile, Tesla and other more than 20 auto enterprises have sent price increase letters. Many auto companies mentioned in the price increase letter that the rising price of raw materials and the shortage of chips are the main reasons for the price increase of auto companies.
The price rise also brings a wave of “reverse marketing” effect to car enterprises. China Securities News reporter recently visited a number of 4S sales stores and found that many customers placed orders in advance before the price increase. An auto company executive pointed out, “the price increase has promoted the advance of some consumption to a certain extent, and there will be a wave of orders in the window period before the price increase. However, the market demand is limited, and auto companies need to continuously improve their brand power to expand their market influence. For example, launch new models to meet diversified consumption, improve production capacity, ensure delivery, and strengthen after-sales service.”
Weilai predicts that 2022 models of es8, ES6 and ec6 equipped with the latest intelligent cockpit hardware will be released in late May, as well as the upgrade scheme of existing users’ intelligent cockpit; The new five seater SUV ES7 born on NT2 platform will also be released simultaneously Guangzhou Automobile Group Co.Ltd(601238) announced that the AIAN pure electric super run will be launched as soon as the end of this year. This pure electric super run can accelerate 100 kilometers in only 1.9 seconds.
Shen Yanan, co-founder and President of ideal automobile, said: “ideal automobile will release the global intelligent flagship SUV ideal L9 built for families on April 16. Ideal L9 will adopt a fully self-developed flagship extended range electric system, chassis control system and central domain controller to provide flagship power performance and driving experience.”
Shen Yanan also 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 for car collection of ideal one users.” Xiaopeng automobile completed the technical transformation of Zhaoqing factory during the Spring Festival, and the production capacity has been greatly improved.
