New energy vehicle companies have changed greatly!"Wei Xiaoli" was overtaken, and Selius was on fire: The monthly delivery volume of the interrogation of the world broke through 10,000

New power car companies have clearly differentiated market positioning and sales performance. The new and old products of "Wei Xiaoli" switch, and the sales volume fluctuates, while the brand, Ean, Nezha, Zero Run and other brands have a great trend later.

Discharge

The single -monthly ranking of new vehicles changes again. In August, Weilai delivered 10677 units, an increase of 81.6%year -on -year, and was flat month -on -month. Xiaopeng Automobile delivered 9578 units, an increase of 33%year -on -year, and a decrease of 17%month -on -month. The ideal car was obviously behind. More than half.

"Wei Xiaoli" is the earliest new forces that run out of the country, so they are often compared together. But in fact, the three car companies have formed a highly distinguished market positioning. Weilai is positioned in the high -end car market around 400,000, and the new brand of 200,000 yuan in the mass market is still brewing; Xiaopeng Automobile's Volkswagen Market started and seeking to break up; the ideal car is mainly available at this stage, pricing at 300,000 It is around 450,000 yuan.

The delivery volume was relatively weak, one of the reasons is that August is still the off -season of the traditional auto market. According to the data of the Federation of Federation, 1.48 million vehicles in the nation's passenger car market from August 1st to 28th, a year -on -year increase of 19%and a 4%decrease from the previous month. The delivery performance of the above -mentioned car companies is in line with this feature.

In addition, "Wei Xiaoli" is in the replacement period of new and old products, which may bring sales fluctuations. Weilai ES7 will start delivery in August. The Weilai ET5 will start delivery at the end of September. Weilai said that this year's product switching season will basically end, and it will enter a stable period of development. The G9 of Xiaopeng flagship models will be opened in October. The company claims that the order is 22,819 units within 24 hours, far exceeding the level of existing models G3, P7 and P5 at the same time. The ideal L9 will start delivery in August, and the ideal L8 will be released in early November this year and starts delivery.

However, new products may grab orders from old models. At the second quarter financial report of the ideal car, president Shen Yanan revealed that the number of ideal ONE orders slowed down, and consumers' attention was more attracted by the newly launched ideal L9. The ideal L9 also revealed the shortcoming of the test drive suspension system component shortcoming. Multiple factors are superimposed or cause the ideal car in August unsatisfactory.

There was one month left in the third quarter, and the ideas of the ideal and Xiaopeng's delivery in the second quarter report were relatively conservative. The ideal car is expected to be delivered to 27,000 to 29,000 vehicles in the third quarter. In this way, the delivery expectations in September will be 12,000 to 14,000, and it will return to the level of May and June this year. Xiaopeng Automobile's expected delivery volume in the third quarter was 29,000 to 31,000 units, that is, about 7,800 to 9,800 units in September, which is equivalent to the level of August. Weilai will release the second quarterly report next week.

Chase

In addition to "Wei Xiaoli", China's new energy vehicle market has long been lively. Later, the momentum was fierce, the competitive intensity increased sharply, but the differentiation became more and more obvious.

The AITO asked by Huawei and Selis is a dark horse. The seminar series delivered 10045 vehicles in August, and for the first time, the single monthly delivery volume exceeded 10,000, and it also set a record for domestic new energy vehicle brands for a single month. Asked about the first model M5 released by the world at the end of last year, the second model M7 was launched and started delivery in July this year. Ask the world claims that the M7 orders have exceeded 60,000 in three days.

Asked about the speed of the release and delivery of the new models, the "expensive speed of soldiers" was interpreted. At present, the M5 and M7 are extension. Ask the industry also plans to release a pure tram M5 EV on September 6.

Euan is an independent new energy brand from GAC Group, and also chose to release a transcript with the new forces on the first day of each month. Ean's delivery volume in recent months has stabilized more than 20,000 vehicles, which has obviously opened the gap with new forces such as "Wei Xiaoli"; 27021 units were delivered in August, an increase of 133%year -on -year, and an increase of 8%month -on -month.

Several other traditional car companies incubated brands are still in their infancy. There is a model of SAIC Group's Zhi Ho Ho Twita L7, and 1007 vehicles have been paid in August. Since the start of delivery in mid -June, a total of 2058 units are delivered, claiming that it is "the fastest model of more than 350,000 yuan of luxury pure trains in China." Geely Automobile's Ji Yan also has a model, which is delivered 7,166 units in August and 37,000 units this year.

Nezha and Zero Run were originally in the second echelon, and this year has performed strongly. Nezha Automobile delivered 16017 units in August, an increase of 142.2%year -on -year, and an increase of 14.1%month -on -month. Zero -run cars delivered 12,525 units, an increase of 179.1%year -on -year, and 4%month -on -month. Compared with "Wei Xiaoli", the market positioning of Nezha and Zero Run is relatively low. The current product prices are more than 70,000 to 150,000 yuan.

Weimar car started earlier, but now it seems that the pace is slow. Since this year, Weima has no longer actively released monthly delivery data. The insurance caliber shows that its risk volume in the first half of the year was 21,738 units, which is a large gap compared to other new vehicles.

Responsible editor: Wang Shidan | Audit: Li Zhen | Director: Wan Junwei

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