On June 1, a number of new car-making forces announced their May transcripts.Ideal car deliveries lead the way, with Nezha Motors, Xiaopeng Motors and Leapmotor all delivering over 10,000 units per month.
Industry insiders pointed out that with the improvement of the new crown pneumonia epidemic situation and the resumption of work and production in the national automobile industry chain, the delivery volume of car companies in May improved significantly from the previous month, and the second half of the year will enter a period of intensive release of new products of car companies.
Resumption of work and production to accelerate delivery
Resumption of work and production and accelerated delivery are the key words for car companies in May.
"Although the ideal auto parts supplier located in the Yangtze River Delta region has gradually resumed some production, there is still a shortage of parts supply. At present, the production of the ideal automobile Changzhou plant has not fully returned to normal, which has led to delays in the delivery of new cars to some users. ” said Shen Yanan, co-founder and president of Ideal Motors.
According to the delivery data released by Li Auto, 11,496 Li Li ONEs were delivered in May, a year-on-year increase of 165.9%.Since delivery, the cumulative delivery volume of Ideal ONE has reached 171,467 units.
Shen Yanan said: "Lide Auto is working with suppliers to actively restore production capacity while meeting the requirements of epidemic prevention and control, and shorten the waiting period for users who book Ideal ONE to pick up their cars."
Nezha Motors maintained high growth, with 11,009 units delivered in May, a year-on-year increase of 144%.From January to May, the cumulative delivery of Nezha vehicles was 49,974 units, a year-on-year increase of 213%.
In May, the total delivery volume of Xpeng Motors reached 10,125 units, a year-on-year increase of 78%.Among them, P7 delivered 4224 units, P5 delivered 3686 units, and G3i delivered 2215 units.From January to May, Xiaopeng Motors delivered a total of 53,688 units, a year-on-year increase of 122%.
Xpeng Motors said that with the acceleration of the resumption of work and production in the core supply chain, the company has resumed double-shift production at the Zhaoqing plant in mid-May to accelerate the delivery of the large number of orders accumulated since the first quarter.
Leapmotor delivered 10,069 units in May, a year-on-year increase of over 200% for 14 consecutive months.From January to May, the cumulative delivery of Leapmotor was 40,735 units.
NIO delivered a total of 7,024 new cars in May, and delivered 1,707 units of the smart electric flagship sedan ET7 that month.As of May 31, NIO has delivered a total of 204,936 new vehicles.
Weilai said that the demand for Weilai's orders continued to be strong in May. As supply chain companies resume work and production, it is expected that production will resume further in June, and the delivery of models including ET7 will be accelerated.
Improve your own product power
With more and more new entrants, the competition among the new car-making forces is also intensifying.Xu Haidong, deputy chief engineer of the China Automobile Association, pointed out: "The core of the rapid development of car companies should focus on the exploration of consumer demand and the improvement of their own product capabilities to cope with sudden challenges and fierce market competition."
"At present, the electrification and intelligence of car brands are accelerating, and car companies are deeply cultivating in their respective sub-sectors, and strive to achieve brand improvement." Industry insiders pointed out that at this stage, according to the price dimension, the market models are mainly below 100,000 yuan and 100,000 yuan. -200,000 yuan, 200,000-300,000 yuan, more than 300,000 yuan and other market segments, each segment has more than 10 models.For example, in the high-end market of more than 300,000 yuan, there are mainly NIO ES8, ES6, EC6 and ET7, BMW X3 BEV, Mercedes-Benz EQC and other models, gradually forming the pattern of NBBA; Sla Model 3, BYD Han EV, Xiaopeng P7 and other models.
The second half of 2022 will enter an intensive period of new model releases.The NIO ET5 is expected to be delivered in September, and another mid-to-large SUV, the ES7, will also be released and delivered this year.Xpeng Motors' new model G9 is scheduled to go on sale in the third quarter, with mass deliveries in the fourth quarter.Li Auto's new SUV L9 will also be delivered in the third quarter, with prices ranging from 450,000 yuan to 500,000 yuan depending on the configuration.
In addition, Xpeng Motors will launch a major OTA upgrade in the near future. The "ACC-L/LCC-L/High-speed NGP Enhanced Edition" will become the industry's first mass-produced adaptive cruise and lane centering assist function using lidar sensing capabilities. .The smart cockpit hardware upgrade plan, consisting of 8155 chips, smart gateways, high-definition cameras, and 5G modules, will also be announced at NIO's recent new product launch.
"The release of a large number of new products will help to increase the high-quality supply in the market, provide consumers with more choices, and expand the market space; at the same time, it will also increase competition among enterprises, so that enterprises continue to strengthen product research and development innovation, and promote the automotive industry to develop Quality development." Xu Haidong said.
(Editor in charge: Guan Jing)
