In July, it’s time for new car companies to submit their June sales transcripts. Judging from the delivery data released by car companies, most car companies have shown a steady growth trend, and the auto market has also ushered in a recovery.
Among them, GAC Ai ‘an once again broke through the 40,000-vehicle mark, and LI’s monthly sales volume also exceeded 30,000. After adjustment, Weilai Automobile’s sales volume returned to the 10,000-vehicle club again, and Xpeng Motors, which just released the G6, is also struggling to catch up, and the market competition is very fierce. Next, look specifically.
GAC AION
Sales in June: 45,013 vehicles, up 86.7% year-on-year.
On July 1st, the brand released the sales data for June, reaching 45,013 vehicles, up 86.7% year-on-year, basically the same as that in May. From January to June, the cumulative sales volume was 209,336 vehicles, a year-on-year increase of 109%.
Since the beginning of 2023, the sales volume of Guangzhou Automobile Ai ‘an has grown steadily. Except for less than 10,000 vehicles in January, it has made rapid progress since February. The sales volume in February reached 30,086 vehicles, and the sales volume in March-June was 40,016 vehicles, 41,012 vehicles, 45,003 vehicles and 45,013 vehicles respectively. It can be seen that the sales performance of GAC Ai ‘an is very bright, and the monthly sales volume has exceeded 40,000 vehicles for several months.
Judging from the current product structure, the main sales models of GAC Ai ‘an are still AION Y and AION S. These two cars have performed very well in all aspects, especially in terms of battery life and price.
Of course, prior to this, Ai ‘an launched a limited-time preferential policy. By June 30th, when purchasing various models of Ai ‘an, you can get a maximum of 10,000 yuan of all-insurance subsidy, and at the same time, you can enjoy financial discount, replacement subsidy, new car charging ceremony and other benefits, which increased the sales volume of Guangzhou Automobile Ai ‘an in June.
In July, Haobo ushered in the market. The new car is the first mass-produced model of AEP3.0 platform of Guangzhou Automobile Aian and Spirit electronic and electrical architecture. It adopts a brand-new design style and is equipped with rotor doors and electric tail fins, which looks very cool.
In addition, the performance of the new car in terms of power is also very eye-catching. The power layout of single motor rear drive is adopted, and the comprehensive maximum power of the driving motor is 250 kW and the maximum torque is 430 Nm.
After the listing of Haobo GT, GAC Aian will also enter the era of "Aian+Haobo" dual brands. In addition, according to the plan, the goal of GAC Ai ‘an in 2023 is to protect 500,000 vehicles and strive for 600,000 vehicles, and the growth rate needs to reach above 84.5%. According to the data of the first half of the year, the annual sales target achievement rate of GAC Ai ‘an exceeds 41%.
In addition to the outstanding sales performance, GAC Ai ‘an also released two major action plans of "Quick Power Supply +V2G", which further optimized the private pile and shared power supply network to improve the convenience of car owners. It is understood that GAC Ai ‘an plans to build 180 power stations during the year, and it is estimated that 2000 super charging and replacing power stations will be built in 2025.
Li Auto
Sales in June: 32,575 vehicles, up 150.1% year-on-year.
According to the new car delivery results released by LI in June, it delivered a total of 32,575 new cars, up 150.1% year-on-year. The monthly sales volume exceeded 30,000 for the first time, and the ideal L7 delivered more than 10,000 cars for three consecutive months.
In 2023, LI performed well on the whole, with sales of 15,141 vehicles and 16,620 vehicles in January and February, both exceeding 10,000 vehicles. In March-May, sales exceeded 20,000 vehicles, with 20,823 vehicles, 25,681 vehicles and 28,277 vehicles respectively. In June, sales exceeded 30,000 vehicles for the first time, and sales have been rising.
According to the data, in the second quarter of 2023, the cumulative delivery volume of LI reached 86,533 vehicles, a year-on-year increase of 201.6%; From January to June, LI delivered a total of 139,117 new cars, up 130.3% year-on-year. The delivery in the first half of the year has exceeded the delivery in 2022.
At present, L7, L8 and L9 launched by LI have all been delivered, and the product line layout has been basically completed. Based on this, LI is also full of confidence in the next sales performance.
According to Li Xiang, Chairman and CEO of LI, in the third quarter of this year, the target of Ideal L8 and Ideal L9 is to deliver over 10,000 vehicles per month, and Ideal L7 challenges the target of 15,000 vehicles per month, and challenges the monthly delivery of 40,000 vehicles in the fourth quarter of this year.
In addition, LI plans to launch the first 5C super flagship model Ideal MEGA in the fourth quarter of this year, and its market goal is to become the sales champion in the price range above 500,000 yuan.
With the release of MEGA models, and the L7, L8 and L9 models of Ideal L family that have been listed now, Ideal will soon realize its layout of "extended range+pure electricity" and quick march.
In a letter to all employees issued by LI on June 30th, Li Xiang said that the three years from 2023 to 2025 will be the most important three years for LI from stage 1 to stage 10. LI’s goal is to achieve the first sales volume of all luxury brands in the China market (that is, the first sales volume of all passenger cars above 200,000 yuan), and the delivery volume will reach 1.6 million vehicles/year.
Earlier, Li Xiang also posted on social platforms that with the delivery of pure electric vehicles and the ideal L6 next year, we are confident that the total sales volume will exceed BBA in 2024. Generally speaking, in the luxury car market of over 300,000 yuan, including traditional fuel vehicles and new energy vehicles, LI has been firmly in the top five, and it is getting closer to BBA.
Zero run car
June sales: 13,209 vehicles, up 17.3% year-on-year.
The data shows that the zero-running cars delivered a total of 13,209 new cars in June, up 17.3% year-on-year and 9.5% quarter-on-quarter. From January to June, the cumulative delivery volume of zero-running cars was 44,502.
From the perspective of product structure, the delivery of zero-run C01 and C11 exceeded 11,600 vehicles, accounting for more than 87%, of which C11 delivered 8,900+vehicles, ranking first in the delivery of B-class new power SUV, and C01 delivered 2,700 vehicles for medium and large cars.
According to the sales calculation, the proportion of T03, a zero-run entry model, is gradually decreasing, while the sales of C series are increasing significantly, which will also increase the average selling price of zero-run cars and bicycles. According to the data report in May, the average selling price of zero-running bicycles has increased from 136,000 yuan in 2022 to 168,000 yuan this year.
After adjustment, the zero-run cars have been completely renewed, especially the zero-run C series, and extended-range models have been launched. With the highly competitive new price positioning of "the same price for oil", the market competitiveness has been significantly improved, and the sales volume has been steadily improved. In May, it has once again entered 10,000 clubs, and the sales volume climbed again in June. Therefore, it is expected that the zero-running car will improve the company’s gross profit margin after increasing the proportion of C platform models.
On June 20 th, the official announcement of the zero-run car has completed the delivery of 200,000 vehicles. According to the previous plan, the sales target in 2023 is 200,000 vehicles. In the future, 1-3 new cars will be launched every year, and 7 new pure electric vehicles will be launched by 2025, covering the automobile markets such as cars, SUVs and MPVs.
According to the zero-running aspect, in the second half of 2023, zero-running cars will focus on the popular price band of 150,000-200,000, and adhere to the "price-to-price ratio" to bring more surprises to consumers. In fact, from the growth data, the growth of zero-running cars is quite strong, at least in the second half of the year.
Nezha automobile
June sales: 12,132 vehicles, down 7.7% year-on-year.
Nezha Automobile delivered 12,132 new cars in June, down 7.7% year-on-year, and 1,201 new cars were delivered in overseas markets. From January to June, the cumulative delivery of automobiles in Nezha has exceeded 60,000, reaching 62,417, up 200% year-on-year. Among them, Nezha GT, which has attracted much attention, sold only 1,298 vehicles in June, which is not satisfactory.
Nezha officials said that 4,000 Nezha cars were sent abroad in June, and nearly 8,000 cars were exported in large quantities in the first half of this year. In the second half of 2023, Nezha cars will also land at the Munich Auto Show, and then Nezha GT will be listed overseas.
It can be seen that Nezha Auto is constantly expanding its overseas market. At present, its products have been exported to ASEAN, South America and the Middle East. At the same time, it is also the first new car-making force to be listed in Thailand and Malaysia and deliver new cars. In addition, Nezha Auto also opened the first overseas vehicle factory in Thailand.
Regarding the development of Nezha Auto, CEO of Nezha Auto revealed that in the next three years, Nezha Auto’s overseas revenue should be 20%-30% and 40%-50% in the overseas market within five years.
At present, the product price of Nezha automobile covers the price range of 100,000-300,000 yuan, and the models cover three body forms, namely sports car, coupe and SUV. The power is from pure electric to extended range, and the products are very rich.
Among them, Nezha GT is built on the platform of mountains and seas, and adopts a pure electric technology model with two doors and four seats, providing two choices of single motor and double motor. The CEO of Nezha Automobile once posted on the personal social platform that the female customers of Nezha GT account for nearly 30%, and those under 30 account for over 50%.
Nezha V focuses on the 100,000-class smart car market, achieving equal rights in science and technology, and its high cost performance has become the first choice for most consumers; Nezha U is positioned as a smart luxury market with a price of 150,000 yuan, which is more attractive to young people. After all, its battery life is good, which makes more people feel smart and leapfrog. Nezha S entered the 300,000-class luxury new energy market and became one of the best-selling models in the B-class new energy market.
At the Guangdong-Hong Kong-Macao Greater Bay Area International Automobile Expo held in June, the special edition of U Camping in Nezha made its stunning debut. The new car added a variety of new equipment on the basis of the original model, reaching a car suitable for camping life from the outside to the inside.
At the beginning of July, Nezha U-Ⅱ Challenge Edition came into the market. The new car is positioned as a pure electric compact SUV. The biggest change is to upgrade the original dual 8-inch screen to a 12.3-inch dual screen, which has a stronger scientific and technological atmosphere.
nextev
June sales: 10,707 vehicles, down 17% year-on-year.
The data shows that in June, Weilai Automobile delivered a total of 10,707 new cars, up 74% from the previous month and down 17% year-on-year. Among them, 6,383 high-end intelligent electric SUVs and 4,324 high-end intelligent electric cars were delivered. From January to June 2023, Weilai delivered a total of 54,561 new cars. Up to now, Weilai has delivered a total of 344,117 new cars.
From the data point of view, since June, Weilai’s sales volume has obviously improved, and the sales volume has exceeded 10,000. The simultaneous listing and delivery of the new ES6 helped Weilai’s sales, and the popularity of new cars on the Internet was high, which gave birth to an increase in orders.
Then, Weilai adjusted the user’s rights and the price of all models. The price of all new cars was lowered by 30,000 yuan, and the lifetime free power exchange was cancelled. The warranty period of the whole vehicle was adjusted from 10 years of unlimited mileage to 6 years or 150,000 kilometers, 6 years of free car networking and lifetime free road rescue.
At the same time, Weilai said that after June 12, free power exchange will no longer be used as the basic car rights, and users can choose to pay for power exchange at a single time. Weilai will launch a flexible power-on-energy package thereafter.
Regarding this adjustment, Weilai Li Bin responded that this adjustment has been discussed internally for a long time and listened to the opinions and suggestions of some users. There are too many aspects to consider, and they are still being deliberated at three o’clock today. "Now is the most appropriate time to release", there must be some thoughtless places, and everyone can’t be satisfied.
For the delivery expectation in the second half of this year, Li Bin said at the conference call in the first quarter of 2023: "We are confident to achieve the sales target of delivering 20,000 new cars every month." This price cut may be the "killer" for Li Bin to achieve its goal.
Weilai Automobile’s actions don’t stop there. On June 15th, ET5 Travel Edition was launched, and the price of the new car was the same as that of the car, which caused a heated discussion in the industry. The car adopts pure electric mode, the overall design is more popular with young people, and the cockpit space and trunk space are very advantageous, as well as the towing function, which can be used for both general family use and travel.
On June 28th, Weilai brand-new ES8 was delivered. As the first owner of the brand-new ES8, Yu Minhong went to Weilai to pick up the car that day, and the chairman Li Bin delivered it himself. In addition, Weilai EC6 also completed the new car declaration in the Ministry of Industry and Information Technology in February this year, and it is expected to be released and listed in the third quarter of this year.
On June 30th, Weilai announced the launch of 51 charging and replacing stations, including 29 Weilai replacing stations, 18 Weilai super charging stations and 4 destination charging stations. In this regard, Li Bin issued a document in Weibo, saying that 51 charging and replacing power stations were put into operation in a single day, and the speed of infrastructure construction increased.
In addition, as of June 30, 2023, there were 1,543 Weilai power stations, including 423 expressway power stations, 2,767 charging stations and 16,367 charging piles, and 740,000+third-party charging piles were connected to provide users with more convenient charging and replacing conditions.
In 2023, Weilai will set the sales target at 250,000 vehicles. Weilai said that it is currently in the acceleration stage of cornering. With the arrival of new ES6 and ET5 series models, the sales volume will also be improved.
automobile
Sales in June: 10,620 vehicles, up 146.9% year-on-year.
According to the official news, 10,620 new cars were delivered in June, up about 146.9% year-on-year and 22.4% quarter-on-quarter, achieving positive growth year-on-year and quarter-on-quarter for five consecutive months. From January to June, the cumulative delivery of krypton was 42,633 vehicles. By the end of June, a total of 120,581 vehicles had been delivered.
At present, Extreme Krypton has launched three models: Extreme Krypton 001, Extreme Krypton 009 and Extreme Krypton X. Among them, Extreme Krypton 001 is a pure electric hunting coupe, which is also the first model of Geely SEA’s vast architecture, and has won the recognition of consumers with its excellent performance. According to the data of the Federation, the sales volume of the car reached 25,000 from January to May, a year-on-year increase of 71%.
In addition, in order to enhance the product value and user experience, Extreme Krypton 001 launched the right of "free upgrade of product power", and the value of free optional packages ranged from 28,000 to 35,000, which lasted until the end of September this year.
Extreme Krypton 009 positioning luxury pure electric MPV, sales in the last three months have remained at the level of about 2,000 vehicles. And krypton X was gradually recognized after it was delivered in June. On June 28th, Extreme Krypton 001 and Extreme Krypton X were pre-sold in Europe, further boosting the sales of extreme Krypton cars.
In addition to introducing more abundant products, Krypton Auto continues to expand its channels. The data shows that up to now, there are more than 300 directly operated stores, covering more than 70 cities across the country. In addition, there are 700 self-built charging stations in more than 120 cities across the country, with an average of one per day, ranking among the top three pure electric brands in China.
XPENG Motors
Sales in June: 8,620 vehicles, down 43.6% year-on-year.
In June, the sales volume in Xpeng Motors was 8,620 vehicles, down 43.6% year-on-year and up 15% month-on-month, of which the total delivery of P7 increased by 17% month-on-month, and in the second quarter, 23,205 new vehicles were delivered, up 27% month-on-month. From January to June, there were 41,435 vehicles in Xpeng Motors. By June 30, 2023, the cumulative delivery in Xpeng Motors exceeded 300,000 vehicles.
According to the data, Xpeng Motors is the only new car-making force whose monthly sales volume is less than 10,000 vehicles, and its sales growth has encountered a bottleneck.
It is worth noting that it was launched on June 29th, and the new car was positioned as a medium-sized pure electric SUV. Five models were launched, with a starting price of 209,900 yuan. The whole system was built based on 800V architecture, providing XNGP intelligent assisted driving system, with excellent product strength and cost performance. The new car locks competitors into Tesla Model Y, which is very rich in intelligence and configuration.
In this regard, He Xiaopeng, Chairman and CEO of Xpeng Motors, said: "Tucki G6 is a successful product with a monthly sales of at least 10,000 yuan, and it is confident to sell Tucki G6 to the sales champion of 250,000-yuan SUV within two months."
At present, the problem that needs to be solved urgently in Xpeng Motors is sales volume. The price of Tucki G6 launched this time is low. According to Xpeng Motors, the pre-sale order of Tucki G6 has exceeded 35,000. If the production capacity can keep up, it will help Xpeng Motors to make a turnaround in sales volume.
According to the plan previously released by Xpeng Motors, five new cars will be launched in 2023, including two brand-new models and three existing models, and the first MPV model in Tucki with internal code name H93 will be released in the fourth quarter of this year. When the products are abundant, Xpeng Motors is expected to achieve a breakthrough in sales.
Shenlan automobile
Sales in June: 8,041 vehicles, up 14.5% from the previous month.
On July 1st, Deep Blue Automobile announced its sales performance in June. The data shows that the delivery volume of dark blue vehicles is 8,041 vehicles, an increase of more than 1,000 vehicles compared with May, and an increase of 14.5% from the previous month, which is basically the contribution of a dark blue SL03 vehicle. From January to June, Deep Blue delivered a total of 41,626 vehicles.
On June 30th, Deep Blue S7 has started large-scale delivery. On the day of delivery, Deep Blue Auto also released a brand-new brand strategy. It plans to launch more than two new products every year, and launch more than 12 brand-new and redesigned models in three years, and move toward the long-term goal of 1.5 million vehicles, accelerate its entry into overseas markets, and build 10,000 marketing service contacts.
With the landing of double cars, the subsequent delivery volume of Deep Blue Automobile will show an increasing trend. It is understood that at present, the large order volume of Deep Blue S7 has exceeded 10,000. At present, there are 746 order centers, 390 mobile exhibition halls, 427 delivery centers, 528 maintenance centers, and an online and offline butler center covering the whole country.
Summary:In addition to the above-mentioned new energy vehicle brands, a number of car companies have also announced the sales data of their new energy products. For example, the sales volume of AITO reached 5,668 vehicles, Lantu delivered 3,007 new vehicles, Feifan F7 delivered 2,336 vehicles, Extremely Fox delivered 1,855 vehicles, Haval Xiaolong series achieved 6,098 vehicles, and Wuling Bingo also achieved 19,118 vehicles … It is not difficult to find that there are not only many brands in the new energy vehicle market, but also the competition is becoming more and more fierce, and the gap has been widened.
