Author: Rookie Driver

Half of 2021 has already passed. When the new forces of car-making couldn’t wait to announce their sales performance for June, NIO was still the last one to come up with the results at its own pace. However, the surprising fact was that IDEAL made a big leap in sales volume and delivered 7713 vehicles in June, ranking second on the list closely behind NIO. As new players in car-making industry continue to make efforts and achieve new heights, their sales performance in June has made considerable progress compared to the past.

NIO: Monthly sales break through 8,000 and remain the leader

NIO delivered 8083 vehicles in June, which was the only car company among the new forces of car-making with a monthly sales volume exceeding 8000. Its month-on-month growth rate was 20.4%, and year-on-year growth rate was 116.1%. Furthermore, this was also NIO’s highest monthly sales volume ever, making new history again. Looking at the detailed vehicle models, NIO delivered 1498 units of ES8, 3755 units of ES6, and 2830 units of EC6, indicating that ES6 was still the most popular model among all vehicles.

On June 22, NIO’s first silicon carbide electric drive system C sample was off the production line. The new hardware and software technologies, such as the silicon carbide electric drive system and NT2.0 second-generation automatic driving platform, will be first mounted on NIO’s sedan ET7. This highly anticipated ET7 is positioned as a mid-to-large-sized car and will be delivered in the first quarter of 2022. Its arrival can fill the vacancy in NIO’s layout in the sedan market and is expected to create more outstanding sales records for NIO in the future.

In addition, NIO has already delivered 41,956 vehicles in the first half year, which is 95.9% of the total sales (43,728 units) in 2020. Nowadays, NIO’s development is becoming increasingly stable, and its market value continues to rise. We believe that NIO’s future is even more worth looking forward to.

IDEAL: Sharp increase in sales volume closely following NIO, and ranking seventh on the complaints list

In June, IDEAL delivered 7713 vehicles with a year-on-year growth rate of 320.6% and a month-on-month growth rate of 78.4%, breaking the record of monthly deliveries. Although IDEAL’s sales performance ranked second this month, we all know that IDEAL has had only one model, IDEAL ONE, standing out from many other new players. The gap between IDEAL and the first-place NIO was only 370 units, and such performance was not only described as “good,” but rather terrifying.

It is noteworthy that IDEAL announced that their new car orders in June have exceeded 10,000, and IDEAL’s CEO Li Xiang said that sales in September will exceed 10,000. People who pay attention to IDEAL know that the sales in May decreased significantly and are very different from this month’s results. IDEAL’s rapid growth in June is closely related to the 2021 version of the IDEAL ONE, which has as many as 60 upgrades and significantly improves the product competitiveness, but the price only increased by 10,000 yuan, which can be said to be very friendly.

Currently, IDEAL is preparing for its second model, IDEAL X01, a large SUV, and it is reported that the new car will be launched in 2022 at the earliest. The arrival of the new car may allow IDEAL to reach a higher level in the new energy vehicle industry.

In addition, the number of complaints about IDEAL ONE increased 3 times compared to the previous month, and it ranked 7th in the complaint rankings in June, becoming the first new energy vehicle model to enter the TOP30 list of complaints on Cheshi.com. The data shows that the typical complaint about IDEAL ONE is “concealing relevant information; unfulfilled sales promises”, and some car owners believe that IDEAL Automotive is suspected of concealing information about the launch of the 2021 version of IDEAL ONE, which led to consumers passively purchasing old models. Many car owners also expressed their disappointment with this. It is very rare to enter the top ten of the complaint list for such reasons.

Xpeng: P7 cumulative deliveries break 30,000, monthly sales hit a new record high

Xpeng delivered 6565 vehicles in June, a year-on-year increase of 617%, and the cumulative deliveries in the first half of 2021 has exceeded the total deliveries of last year. Xpeng’s biggest difference from NIO and IDEAL is that its main sales model is a sedan. Among them, Xpeng sold 4730 units of P7 in June, accounting for 72% of the monthly sales, breaking the monthly delivery record for a single model again. Currently, the cumulative deliveries of the Xpeng P7 have exceeded 30,000, and this model can be said to be a standout in the new energy vehicle industry.

Compared with other new forces, XPeng Motors has a more balanced product layout, with sedan and SUV models in its current product line. In addition, XPeng will launch two heavyweight models in the second half of this year: the new G3i of XPeng G3 will be officially released in July, and it will be equipped with the same front face as P7 after the facelift; the other one will be XPeng P5, a compact car that is expected to start delivery in the fourth quarter. We believe that the arrival of new and facelift models will make XPeng more competitive.

NETA’s sales exceeded 5,000 for the first time last month, showing great potential for development.

Last month, NETA entered the top three in the new energy vehicle sales chart and surpassed Li Auto, which caught people’s attention. NETA’s progress is not temporary. Although NETA ranked fourth in June, it achieved an outstanding performance of 5,138 vehicles sold, with a year-on-year growth rate of 536%. Although there is still a certain gap in total delivery volume compared with the top three, with such momentum of growth, NETA’s advantages will gradually emerge, perhaps it still needs some time to verify.

On June 22, NETA also launched two customized models: NETA V CO-LOLI witch version for female users, and NETA V CO-SPORT magic version with full sporty style. These two models are undoubtedly tailored for the youth-oriented market. In addition, a CO-KIDS magic version of electric toy car was also customized for children.

With the launch of new products such as the battery-swapping version of NETA U and customized versions of NETA V, NETA’s sales will also see greater growth. Maybe one day in the future, NETA will surprise us again.

Leap Motor’s sales increased stably by 893% year on year.

In June, Leap Motor delivered 3,941 vehicles, a year-on-year increase of 893%, showing its strength. Leap Motor T03 is still the mainstay of sales, with a delivery volume of 3,745 vehicles in June, accounting for more than 95% of the total monthly sales. This is thanks to its unique positioning among other new energy vehicle companies and leveraging its advantages to gain market share and achieve excellent results. In addition, Leap Motor’s order volume in June also exceeded 4,000, showing a steady upward trend.In the current era of new energy, the birth of a large number of micro cars has led to unprecedented fierce competition in this market. Although the main advantage of micro cars is their low price, on the other hand, low price requires stronger market competitiveness. The LIDAR-equipped Ele.me ZERO RUN T03 enjoys an advantage that other cars in the same class do not have. On June 18, the comfort version of the ZERO RUN T03 was launched, which further enriched the T03 product lineup and provided consumers with another choice. It will also contribute to the sales of the ZERO RUN in the future.

Summary

The new car-making forces did not disappoint the audience in the June delivery report. All companies have achieved very good results, some are aggressive, some are reversed, and some are stable. Overall, it presents a good development trend. As the development of new energy vehicles continues to grow, supporting facilities and services are becoming more and more complete, and the acceptance of independent brands by consumers is gradually increasing. The development speed of new powers is getting faster and faster. The sales gap between major car companies is slowly narrowing, and there are latecomers catching up while there are also those who fell behind. The future is always in our hands, and we look forward to who will have the last laugh.

This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.