The delivery volume of a number of new EV manufacturers has reached new highs.
On December 1, a number of new car-making forces, including Ideal and Wenjie, successively announced the delivery information in November, and Li Auto continued to sit firmly in the sales crown with more than 40,000 deliveries, and the delivery volume of Ideal, Xiaopeng, Zeekr, Wenjie and Leap all hit a new high.
It is worth noting that the delivery volume of the "Huawei series" AITO Wenjie series has increased significantly, and the delivery of new cars in November is approaching 20,000 units. Driven by a series of high-profile cooperation news from Huawei, AITO may still maintain a growth rate far above the average level in the future.
In addition, there has been a clear divergence in the delivery level and growth momentum of various car companies.
Nov. deliveries by new EV manufacturers (unit: units, excluding percentages).
Ideally, 50,000 vehicles will hit next month, and the "reservation" will be "booked" next monthMore than 30,000 units.
Specifically, Li Auto delivered a new car 410,000 units, a year-on-year increase of 1729%。As of November 30, 2023, Li Auto has delivered a total of 32580,000 units, ahead of the 2023 sales target of 300,000 units.
After just delivering 40,000 units for two consecutive months, Li Auto has put 50,000 monthly sales on the agenda. Li Auto said that in November, Li Auto reached the annual target ahead of schedule, and with the increase in market demand, it will continue to challenge the target of delivering 50,000 vehicles in December, and is fully prepared for capacity building including sales, manufacturing, and delivery.
Xpeng delivered a total of 20,000 new vehicles in November, a year-on-year increase of 245%, of which 8,750 Xpeng G6 were delivered; As of the end of November, Xpeng Motors has delivered 12150,000 units.
Wenjie, which ranks third in terms of deliveries, is likely to surpass Xpeng in December at the current growth rate.
In November, a total of 1 new cars were delivered in the AITO Wenjie series880,000 units, a year-on-year increase of 12793%, an increase of about 8,000 units from October. Among them, the new M7 delivered 1 new car520,000 units, with a cumulative delivery of more than 270,000 units.
Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, recently revealed that the new M7 Dading has exceeded 100,000 units.
He also mentioned that Wenjie is actively climbing production, "Wenjie new M7 is accelerating delivery, and 160,000 to 180,000 units, ready to deliver 2 next monthMore than 30,000 units. We hope to deliver more than 30,000 vehicles per month from January next year, and we are working hard to increase production capacity so that everyone can get their cars as soon as possible. ”
In November, the delivery of Leapmotor reached 1850,000 units, once again setting a new record for deliveries, achieving a year-on-year increase of 130%.
On October 26, Leapmotor signed a strategic agreement with Stellantis Group, and on November 20, Leapmotor completed the equity delivery with Stellantis Group, which also represents the real implementation of its cooperation.
The growth rate of the three car companies did not outperform the new energy market.
NIO delivered a total of 1 new vehicles in November60,000 units, a year-on-year increase of 126%；From January to November 2023, NIO delivered a total of 14 new vehicles20,000 units, a year-on-year increase of 331%。NIO has delivered a total of 43 new vehicles160,000 units.
In the past 11 months, NIO has reached strategic cooperation with Changan Automobile and Geely Automobile in the battery swap business. NIO also said that several companies will join NIO's battery swap ecosystem in the future.
Geely's Zeekrypton's monthly deliveries also hit a record high, with deliveries of 1310,000 units, up 19% y/y. This is the 10th consecutive month that ZEEKR has achieved year-on-year growth, and the cumulative delivery of ZEEKR has exceeded 180,000 units in history.
Among the 7 new forces that were counted, Nezha Automobile was at the bottom, and it was also the only company with a year-on-year decline. Delivery data shows that Nezha Automobile delivered 12 new cars in November510,000 units, down 1702%。
Among the above 7 companies, the growth of Weilai, Zeekr, and Nezha has not outperformed the new energy market. According to the data of the Passenger Car Association, from November 1 to 26, the retail sales volume of China's new energy vehicle market was 5630,000 units, an increase of 33% over the same period last year.
Zhang Xiang, dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College, believes that on the one hand, many car companies will impact annual sales through discounts at the end of the year; On the other hand, the support policy for new energy vehicles will change next year, and from January 1, 2024, the tax reduction and exemption amount for new energy passenger vehicles will be reduced, and the maximum tax exemption will not exceed 30,000 yuan. December may be a good time to buy a car.
Behind the rush to release the delivery news, there is an undercurrent of war. Industry insiders generally believe that the competition in the automobile market will become more and more fierce, and the year-end war is inevitable.
A day ago, Xia Yiping, CEO of Jiyue, announced that the official price of Jiyue 01 was 30,000 yuan, and the model had only been on the market for just one month. On December 1, BYD, FAW Toyota, and Changan Automobile announced discounts ranging from 5,000 yuan to 20,000 yuan.
On November 29, He Xiaopeng, CEO of Xpeng Motors, wrote on Weibo, "In the field of smart cars, the next three years will be the most cruel three years. ”
Editor-in-charge: Chen Yuyao |Review: Li Zhen |Supervisor: Wan Junwei.
*: The Paper).