The regeneration of the new forces of the car in July: "Wei Xiaoli" fell together, and zero running against

Reporter Gong Mengze

As of August 2, new forces such as Weilai Automobile, Xiaopeng Automobile, ideal car, Nezha and Zero -running cars have announced the delivery of data in July. "Securities Daily" reporter observed that after June, the above five car companies delivered more than 10,000 units monthly, all achieved year -on -year growth, but the performance was different and the rankings changed significantly.

According to the sales data released by various new forces companies, Nezha Automobile took over the first place in July by the delivery score of over 14,000 vehicles; ; Xiaopeng Automobile, ideal cars and Weilai Automobile are ranked third to fifth with 11,000, 10,000, and 10,000, respectively.

The new forces of the car are delivered to the secondary life change

In July, the delivery of Nezha Automobile and Zero Running Car achieved the overtakening of "Wei Xiaoli". Specifically, in July, Nezha Automobile delivered 14,037 vehicles, ranking first in the new forces of vehicles, an increase of 133.5%year -on -year and 6.7%month -on -month. From January to July, Nezha Automobile delivered a total of 77,168 vehicles, an increase of 184.6%year -on -year.

Since the second half of last year, the monthly delivery volume of Nezha Motors has repeatedly ranked among the top three of the new forces of the new vehicle. runner up. On July 31, Nezha's new product Nezha S was officially launched and formed with the C01 released in May this year.

During the same period, zero -run cars were delivered to 12044 vehicles, an increase of 177%year -on -year, and a 7%increase from the previous month. Zero -running cars have been in terms of growth rates, and have set a new high for three consecutive months. From January to July, a total of 6,4038 units were delivered from zero -run, a year -on -year growth rate of 278%, and continued to lead new forces car companies.

In terms of "Wei Xiaoli", the delivery volume in July decreased by more than 20%. Xiaopeng Automobile, the third place in the list, delivered 11,524 units in July, an increase of 43%year -on -year, and a decrease of 24.7%month -on -month. From January to July this year, Xiaopeng Automobile delivered a total of 80,507 units, an increase of 107.6%year -on -year. It is reported that Xiaopeng G9 Xiaopeng G9 will be launched in August and will be officially launched in September.

In this regard, He Xiaopeng, chairman and CEO of Xiaopeng Automobile, are full of confidence: "G9 is a large five luxury smart SUV. I am confident in G9, which will be the best SUV within 500,000 yuan."

In terms of ideal cars, 10,422 ideas were delivered in July, a year -on -year increase of 21.3%, and a decrease of 20%from the previous month. From January to July, a total of 70,825 units were delivered, an increase of 82.8%year -on -year. It is worth mentioning that the ideal is about to end the "single soldiers", and its second model L9 will start user delivery by the end of August. Shen Yanan, the founder and president of the ideal car joint, revealed to the Securities Daily that the cumulative booking volume of the ideal L9 has exceeded 50,000, of which the number of fixed purchase orders has exceeded 30,000.

As a star who used to be new forces, Weilai Automobile delivered a total of 10052 new cars in July, an increase of 26.7%year -on -year, and a decrease of 22.4%from the previous month. From January to July, Weilai Automobile delivered 60,879 new vehicles, an increase of 22.0%year -on -year.

On July 31st, the Weilai partner on July 31, Li Bin, the founder, chairman and CEO of Weilai Automobile, said, "Please ask partners to live." When talking about ET7's delivery progress, Li Bin said that on the basis of more than 4,000 units in June, ET7's originally planned delivery volume in July will reach another step. However, due to the insufficient supply of die castings, there are fewer thousand cars.

The new car will be listed densely in the second half of the year

According to the reporter's observation, the new forces of car construction in the second half of the year will enter the dense launch period of the product. According to Weilai planning, the company will deliver a large SUV Weilai ES7 in smart electric electricity on August 28 this year, and delivered Weilai smart electric coupe ET5 at the end of September this year. At the same time, the 2022 ES8, ES6 and EC6 of the smart cockpit hardware also started to supply the market.

In August, Xiaopeng Automobile's first intelligent flagship SUV Xiaopeng G9 will be opened for reservation, and will be officially launched in September; Nezha Automobile will be based on the first product and medium -sized electric car created by the Shanhai Platform. The quarterly delivery is launched; the zero -run C01, which has launched pre -sale in May, is expected to be listed in the third quarter.

"The new models are listed densely, and the probability of local consumer policy will postpone or introduce the second round of subsidies to form a stable support for the auto market. Men's expected that the sales scale of new energy passenger cars in 2022 may exceed 5.5 million units, and continue to achieve a 70%high growth trend.

It should be pointed out that as the product line continues to be rich, various car companies will also have to face many challenges in the same capacity supply and supply chain management capabilities as Weilai Automobile.

According to a reporter from the Securities Daily, it takes 7 months to pick up the car after ordering the car in Weilai ET7, which has become the norm in the industry.With the significant increase in store traffic and order volume, although many new energy vehicle enterprise factories have been produced at full load, it is still difficult to keep up with the delivery rhythm.Right now, the delivery cycle of most new energy vehicle companies is 1 month to 4 months, and the delivery cycle of some best -selling models has been more than half a year.In this regard, superb stating that a large number of pre -order backlogs have become a hindrance to the development of new forces.The outbreak of the new energy vehicle market during the year exceeded the production capacity planning of most car companies, and the impact of the supply chain encountered the impact of the epidemic situation further exacerbated the imbalance of market supply and demand.The next step also needs to solve the problem of the supply of key components such as MCU chips to truly effectively alleviate the problem of excessive delivery cycle. The situation of "booking a car is easy and the difficulty of picking up the car" will continue in the short term.

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