New forces Delivery List in August: New forces such as high -end brand counterattacks of traditional car companies have fallen behind

Although the reporter Wang Shuaiguo of Economic Observation Network broke out in August, the outbreak of the outbreak of the country, from the perspective of car companies that have been published at present, the epidemic has not yet affected their production and delivery. Especially for some new brands under traditional car companies, August is a month worth collecting.

Among the 5 brands of the traditional car companies statistics from reporters, the first monthly delivery of Zhi Ho Ho Ho Kaine has just broken a thousand, Lantu Automobile's delivery has steadily recovered, and Selis asked AITO, Ji Yan and Ean to continue to maintain high -speed growth. The situation, the overall development situation is good.

In contrast, some car companies in the new vehicle construction forces performed in August. Especially the ideal car, in August, the delivery volume has fallen sharply regardless of the year -on -year or month -on -month. Xiaopeng car, which has always been stable before delivery, also had a decline in sales. During the same period, Weilai Automobile, Nezha Automobile and Zero Running Motors continued to rise.

Traditional car companies' high -end brand delivery volume "flushes"

In August, the new brand market of traditional car companies performed well. Lantu Automobile's delivery volume continued to rise for 3 consecutive months; Zhi Ho Ho Ho Motor also began to join the ranks of delivery, and its first models were delivered to a thousand; AITO brands, Jiwang Automobile and Ean Automobile continued to maintain a high growth state.

In August 2022, traditional car companies' high -end brand delivery volume

In August, the official WeChat public account of Lantu Automobile began to announce the delivery data, which has passed more than half a year before the last (December). In August 2022, Lantu delivered a total of 2,429 new vehicles, an increase of 35%from July. Lantu Motor said that this is the company's rapid growth for three consecutive months since June.

It was also from June that Lantu Automobile ushered in a marketing leader Liu Zhanshu in the automotive industry. On the first day of the Chengdu Auto Show (August 26), Liu Zhanshu, deputy general manager of Lantu Automobile Sales Service Co., Ltd., appeared in front of the media for the first time and expressed his statement that Lantu Automobile will return to the most basic marketing action (4P Theory), supplementing homework in terms of communication, channel layout, sales training and other aspects. Regarding the future performance of Lantu Automobile, Liu Zhanshu said confidently: "Playing the foundation solidly, we will slowly."

Another new brand worthy of attention is Smart Car. As a high -end new energy brand created by SAIC Group, Alibaba, and Zhangjiang Hi -Tech, Zhi Ho Ho Ho Holy Disclosing Delivery Documents for the first time: In August, the Smart L7 single monthly delivery volume was 1,007, an increase of 23.4%month -on -month. Since the launch of the country in mid -June, Zhi Ho L7 has delivered a total of 2,058 units.

Compared with brands such as Ji Yan and Lantu, Zhi Ho Ho Ho Ho Two has not been high in the market due to the late market. Behind its operating subject Smart Automobile Technology Co., Ltd. was established in December 2020, with a registered capital of 10 billion yuan, of which SAIC Group contributed 5.4 billion yuan and holds 54%of its equity. 18%of the equity.

In April 2022, L7, a subsidiary of Zhi Ho Ho Ho Type brand, was officially launched, with official announcements priced at 368,800 yuan to 408,800 yuan. Today, with the opening of the Zhi Ho Ho L7, SAIC Group is also in the competition of high -end new energy vehicle brands.

Several other traditional car companies that have attracted much attention from the market have continued to rise. The AITO brand co -created by Xiaokang (renamed Selis) and Huawei. The August series of the Invoico Circular series was 10,045, an increase of 39%month -on -month, and the first monthly delivery volume was over 10,000. It is reported that the first pure motorcycle model of the question world series M5 EV will be officially released at the Huawei new autumn conference on September 6 to further enrich the product matrix of the interrogation series.

Geely Holding Group's Jiwang Automobile delivered 7,166 vehicles in August, up 43%month -on -month. In August, Jiwen Motors and the questioning world series also gained a future "big selling point". On August 27, the global power battery "One Brother" Ningde Times and Jiyang announced that Jiwang Automobile will become the global production starting brand of Kirin batteries. ZeekR 009, which has not yet been listed, has not yet listed MPV models. It is the first model of Kirin battery, and ZeekR 001 will become the world's first model equipped with a Kirin 1000 km battery. At the same time, Ningde Times and Selis also announced that the Kirin battery will also land in the AITO series new models in the future.

It is reported that the ZeekR 009 equipped with the Ningde era Kirin battery version will be delivered in the first quarter of 2023, and the Kirin battery version of the ZeekR 001 will be launched in the second quarter of 2023.

At the technology conference held on June 23, Ningde Times said that Kirin battery is the company's third -generation CTP technology. The system integration hit a global high, with a volume utilization of up to 72%, and the energy density can reach up to 255Wh/KG , Can achieve more than 1,000 kilometers of battery life. At the same time, the Kirin battery also uses the world's first -pioneering battery cooler cooling technology, which can support 5 minutes of fast hot start and 10 minutes fast charging.

From the perspective of the outside world, with the blessing of the latest generation of battery technology in the Ningde era, the sales of Jiwen and AITO brands may continue to maintain a high speed.

And the other car company that is silently developing battery technology, Ean, has performed well. Since the beginning of this year, although the performance of Ean's automobile market is not as popular as BYD, the growth rate has been high. In August, Ean's sales volume was 27,021 units, a year-on-year increase of 133%. From January to August, the cumulative sales volume was 152,305 units, a year-on-year increase of 134%. New forces such as ideals have declined

Among the new forces of cars, in August, the ideal car and Xiaopeng car performed poorly, and the delivery of Weilai Automobile, Nezha and Zero Running Automobile continued to rise.

In August 2022

In August, the ideal car delivered a total of 4,571 new cars, a year -on -year decrease of 52%from 10,422 vehicles in July, and a 56%decrease from the previous month. This is the ideal car for two consecutive months. From January to August, the ideal car delivered a total of 75,596 new cars, an increase of 57%year -on -year.

Regarding the significant decline in delivery, the reporter of Economic Observation Network asked the reason why the relevant car -related person was asked on September 1, but as of press time, the press was not responded.

Earlier on August 28, some bloggers exposed the "Ideal L9 Delivery Time Extension Announcement". The announcement stated that due to the recent power restrictions in Sichuan region, the ideal car's supply in the range of the processor factory in Mianyang, Sichuan Essence The specific situation is that the APP shows the user delivered within August, and it is expected to be delivered for users from August 30th to September 4th. On the same day, the ideal car official responded to confirmed the news. On August 30, the ideal car of the ideal car was officially delivered.

Regarding the timetable for the ideal L9, Li Xiang, the founder, chairman and CEO of the ideal car, revealed: "It was officially delivered to the user in August; the delivery amount can be over 10,000 in September." In early August Since its release on the 21st on the 21st, the cumulative reservation volume of the ideal L9 has exceeded 50,000, of which the number of fixed purchase orders has exceeded 30,000.

Prior to this, the ideal ONE monthly delivery volume reached up to 13,024 units. According to Li Xiang, most of these capacity in September will be assigned to the ideal L9.

In fact, as an ideal car, the ideal car is based on the market, the ideal ONE is not only the production capacity will be crowded, but it is also facing the embarrassment of the third model of the ideal car L8. On September 1, Shen Yanan, co -founder and president of the ideal car, said, "The ideal L8 will be released in early November 2022, and the delivery is opened in the month of the release. The ideal L8 is a medium -large intelligent luxury SUV created for the family. Two models and five VIP versions. "

Regarding the positioning of the ideal L8, the market has previously speculated that it is a replacement model for the ideal ONE. In this regard, on August 15th, Li Xiang said that when interacting with netizens, he said that "don't buy ideals on the current stage of L8", which confirms the fact that L8 is the ideal one of the ideal ONE from the side.

In this regard, market analysts believe that Li Xiang's statement is likely to have a certain impact on the sales of the ideal ONE.

Among the other new forces, Xiaopeng Automobile's delivery volume also declined continuously, but the decline was narrowed from the previous month. In August, Xiaopeng Automobile had a total delivery of 9,578 units, an increase of 33%year -on -year, a decrease of 17%month -on -month, and the decline in a month -on -month was narrowing from July. From January to August, Xiaopeng Automobile had delivered a total of 90,085, an increase of 96%compared to the same period last year. In terms of new cars, the G9 of Xiaopeng Automobile's flagship model was launched in August, and the official revealed that the order was 22,819 units within 24 hours.

Weilai Automobile, Nezha and Zero Running Motors continued to grow in August. In the current period, Weilai Automobile delivered 10,677 new cars, an increase of 81.6%year -on -year, and 6%month -on -month. From January to August, Weilai Automobile delivered 71,556 new cars, an increase of 28.3%year-on-year.

In terms of new cars, in August, 2022 ES8, ES6, EC6, and large SUV Weilai ES7 in smart electric are successively opened. In addition, the delivery of the Weilai Automobile Flagship ET7 has also been on the agenda. The Weilai ET5 is expected to start delivery from September 30. The outside world predicts that with the completion of multiple models and the opening of several new models, Weilai Automobile's sales will continue to grow.

In the premise of the smaller delivery base of the Nezha and Zero Running cars, the growth rate continued to lead new forces. In August, Nezha Automobile delivered 16,017 vehicles, an increase of 142%year-on-year, and an increase of 14%month-on-month. From January to August, Nezha Motors delivered a total of 93,185 units, an increase of 176%year-on-year. In terms of new cars, Nezha's first models that reached 20 to 340,000 models Nezha S were listed for a month, with an order of more than 10,000 units.

Zero-run cars delivered 12,525 vehicles in August, an increase of over 180%year-on-year, and 4%month-on-month.

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