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The December Sales Figures of Car Companies are Revealed One after the Other, BYD’s New Energy Sales Volume Reaches Nearly 600,000 Units Annually, and Tesla Publishes Global Sales Data
Recently, the sales volumes of new energy car companies in December have been announced one after the other, with specific data as follows.
The sales volume of BYD’s new energy series in December increased by 236.4% year-on-year to reach 92,823 units. The annual sales volume of BYD’s new energy series in 2021 was 593,745 units, a year-on-year increase of 231.6%.
Among them, the annual sales volume of pure electric (EV) models was 320,810 units, and the cumulative sales volume of hybrid models was 272,935 units.
XPeng announced its sales volume for December 2021, with a total delivery of 16,000 units, a new record high, and the highest among the top three new forces of automobile brands. The detailed delivery situation is as follows:
- 7,459 units of P7 were delivered;
- 5,030 units of P5 were delivered;
- 3,511 units of G3i were delivered.
P5 was released in September this year and officially delivered in October. In just three months, the single-car sales volume has exceeded the 5,000 mark.
The cumulative delivery volume of Q4 was 41,751 units, a month-on-month increase of 63% and a year-on-year increase of 222%.
The total delivery volume of the entire year 2021 was 98,155 units, which was 3.6 times that of 2020; the total delivery volume of P7 for the entire year was 60,569 units, accounting for 62% of the total delivery volume.
Li Auto delivered 14,087 units in December 2021, setting a new monthly delivery record, with a year-on-year increase of 130.0%, and maintaining the sales milestone of over 10,000 units per car.## 2021 Q4 IDEAL’s Delivery
In Q4 2021, IDEAL delivered 35,221 vehicles, a MoM growth of 40.2%, exceeding the delivery guidance of 30,000 to 32,000 vehicles.
For the full year of 2021, IDEAL delivered 90,491 vehicles, achieving a YoY growth of 177.4% driven by the popularity of its model, IDEAL ONE.
NIO’s Delivery in December 2021
NIO delivered a total of 10,489 vehicles in December 2021, a YoY increase of 49.7%. Of which, ES8 delivered 2,782 units, ES6 delivered 4,939 units, and EC6 delivered 2,768 units.
For Q4 2021, NIO delivered a total of 25,034 vehicles, with a YoY growth of 44.3%, achieving the delivery guidance of 23,500 to 25,500 vehicles.
For the full year of 2021, NIO delivered 91,429 vehicles, a YoY increase of 109.1%. Since the start of deliveries, NIO has delivered a total of 167,070 vehicles.
Xpeng’s Delivery in December 2021
In December 2021, Xpeng delivered a total of 3,796 vehicles, a MoM growth of 88.7%.
However, due to limited production capacity, according to feedback from the owner group, the delivery has been scheduled until May 2022 for major users.
Volkswagen’s ID Family Delivery in December 2021
In December 2021, Volkswagen delivered a total of 13,787 cars from its ID family, slightly down from 14,167 vehicles in November. Since its launch in late March, the total delivery volume of Volkswagen’s ID family has reached 70,625 units.
NIO’s Arch-rival, Li Auto’s, Delivery in December 2021
In December 2021, Li Auto delivered a total of 10,127 vehicles, a synchronous growth of 236%. In comparison, Li Auto had delivered 10,013 vehicles in November, of which more than 91% were personal users.
As of November 2021, Li Auto has delivered a total of 59,547 vehicles, a YoY increase of 393%.
Zéro Run’s Delivery in December 2021
In December 2021, Zéro Run delivered a total of 7,807 new cars, a MoM growth of 39% and a YoY growth of 368%.
For the full year of 2021, Zéro Run delivered a total of 43,121 new cars, of which 38,463 were Zéro Run T03 and 4,021 were Zéro Run C11, which started deliveries in October 2021.
Tesla has not yet disclosed its annual and monthly delivery data in China, only its global data is available.2021 Q4 total production is 305,840 vehicles, total deliveries are 308,600 vehicles, including 292,731 Model 3/Y vehicles produced and 296,850 delivered, and 13,109 Model S/X vehicles produced and 11,750 delivered.
For the full year of 2021, total production is 930,422 vehicles, total deliveries are 936,172 vehicles, including 906,032 Model 3/Y vehicles produced and 911,208 delivered, and 24,390 Model S/X vehicles produced and 24,964 delivered.
Commentary:
Towards the end of the year, the momentum of various automakers competing for sales is still strong. Particularly with BYD, they have been able to achieve a monthly sales volume of nearly 100,000 new energy vehicles. Compared to the domestic “Big Three”, their sales data are still higher.
Looking at XPeng, LI, and Nio, there is not much difference in their rankings from the previous month. However, there has been a slight decline in Nio’s sales data compared to the previous month, but the change is not significant. Overall, these three companies are still in a steady growth phase.
As a newly launched model with a backlog of orders, the sales growth of Jikua 001 is quite impressive. Currently, their main constraint is their production capacity. Maybe after their production capacity ramps up, there can be another wave of sales growth.
Currently, Tesla only has global sales data. But according to some rumors, their December delivery data in China was 70,500 vehicles. As for Tesla, which currently only has two models for delivery, the performance is quite good. The sales difference between them and BYD in the “car sea battle” is only about 20,000. We can look forward to Tesla officially announcing their sales results in China.
Geely Announces Launch of a Brand New Battery Swapping Brand
On December 30th, Geely announced that its joint venture with Lifan will be launching a brand new “battery swapping travel brand”.
According to Geely’s publicity, the joint venture will build battery swapping vehicles based on the GBRC (Geely Battery Rapid Change platform architecture system), which can adapt to the 2,700-3,100mm wheelbase range, covering sedans, SUVs, MPVs, logistics vehicles, and light-duty trucks. The new products are aimed at ride-hailing, logistics, and taxi commercial operation markets, and will penetrate the private car market in the future.
Geely claims that it will achieve a 60-second fast battery swap by building modular battery swapping stations. They will have over 5,000 battery swapping stations deployed by 2025, covering more than 100 core cities.Currently, the joint venture between Geely and Lifan has launched a global naming campaign called “Awakening Freedom Power 2022” for its battery-swapping car series.
Quick Comment:
After NIO’s layout of battery-swapping stations, Geely is also preparing to enter the battery-swapping market. From the current battery-swapping model layout of Geely, it is mainly aimed at the commercial vehicle market, while NIO’s battery-swapping model is initially aimed at the private vehicle scene. For the commercial vehicle market, higher utilisation rates are required for vehicles, and the battery-swapping model is indeed more practical than charging.
An interesting point is that Geely aims to have more than 5,000 battery-swapping stations deployed before 2025. Since May 2018, when NIO’s first battery-swapping station was put into operation, NIO has built a total of 780 battery-swapping stations. It may be a little difficult to achieve the goal of 5,000 stations.
However, if it succeeds in landing, the high-density battery-swapping stations combined with fast battery-swapping speed will greatly increase the convenience of the battery-swapping model.
Mercedes-Benz EQXX concept car officially released
Under the simulation calculation of Mercedes-Benz, the EQXX concept car can have a range of more than 1,000 kilometers, and to achieve this range, EQXX has put a lot of effort into reducing wind resistance, light weight, and electric drive efficiency.
The vehicle drag coefficient of the EQXX is only 0.17, with a very obvious long tail and long diffuser design, and the air flow passing over the rear of the car is still neat. In terms of the wheels, fully enclosed low-drag wheels are used to reduce turbulence at the wheel arches and disturbance of the lateral air flow, and the wheel material is magnesium alloy in order to achieve better lightweight and lower rotational inertia.
The EQXX uses a 900 V electrical platform, and the rear axle has a 150 kW motor. The whole system has undergone special energy efficiency optimisation, and the efficiency of electric energy transmission to the wheel end can reach 95%.
On the EQXX power battery, a new formula high-specific energy battery is used, with a volume energy density of about 400 Wh/L and a capacity close to 100 kWh. Compared with EQS, the volume of the battery pack is reduced by 50% and the weight is reduced by 30%. It can achieve low power consumption of 10 kWh/100 km, and achieve a range of more than 1,000 km with power-saving as the core.
Quick comment:
With a drag coefficient of 0.17 and a range of 1,000 kilometers, it looks particularly impressive in terms of data. Even as a concept car, Mercedes-Benz has seriously “flexed its muscles” with the EQXX.
We can look forward to whether Mercedes-Benz will put this concept car into production.
Will new energy vehicle insurance premiums rise? NIO claims that services and insurance remain worry-free in 2021
Regarding the official launch of the exclusive clauses of the new energy commercial insurance of the Insurance Association on December 27th, many users who purchased new energy vehicles stated that the vehicle insurance costs have become much more expensive than before.
On December 29th, NIO responded to its worry-free service and insurance:
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The pricing of the newly purchased worry-free package remains the same, and it includes the three additional insurances (external power grid failure insurance, self-use charging pile loss insurance, and self-use charging pile liability insurance) added by the new clauses, which correspond to the security content.
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Users who are still in the 2021 version of worry-free service do not need to purchase the three additional insurances under the new clauses, and the current worry-free service will include the corresponding security content;
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The pricing of insurance worry-free remains as the insurance premium + 1,680 yuan NIO exclusive service fee. The 1,680 yuan NIO exclusive service fee remains unchanged, and the overall premium change depends on the user’s location, violation records, and past accident situation, among other factors. The overall adjustment of NIO’s insurance premiums is not significant, and we will continue to pay attention to subsequent price changes.
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Users who are still in the 2021 version of insurance worry-free have no difference in accident handling rights and experience compared to the new main insurance clauses;
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Car owners can choose between worry-free service or insurance worry-free products based on their car usage.
Quick comment:
Now, the 2022 version of worry-free service is under intense development, and it is planned to be officially launched in March 2022. During the scheme development process, users can continuously voice their opinions and suggestions.Before March of next year, there will be no changes to NIO’s plans for Service Assurance and Insurance Assurance. The prices for new customers will remain unchanged and the service terms will include the newly added additional insurance.
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.