Writing by: Chen Han
The controversy is ongoing and the growth is unstoppable.
In a blink of an eye, more than half of the year 2022 has passed, and on the first day of the second half of the year, it is once again time for the monthly new car sales release.
In the just-concluded June, with the gradual normalization of the domestic auto supply chain as the epidemic situation improved, despite still facing many challenges, the new car manufacturers rode the trend and handed in a beautiful report card, as expected.
The top five new car companies delivered more than 10,000 vehicles in June, and their half-year delivery volume exceeded 50,000 vehicles. According to this trend, at least five companies in the new car camp will achieve the sales milestone of 100,000 vehicles by the end of this year.
Although controversies about new car manufacturers have never stopped on the internet, in the past five years, we have witnessed their journey from creating cars on PPT to mass production and delivery, and to getting stronger day by day.
There is no doubt that today’s new car companies have become a significant force in China’s new energy vehicle market that cannot be underestimated. They not only have a large following and are excellent at creating some buzz, but also bring excellent products, innovative ideas, and a constant stream of vitality.
In the second half of the year, the new generation of products represented by XPeng G9, LiAuto L9, and NIO ET5 will propel the new car camp into the next stage. Will the sales milestone of 100,000 vehicles be easily reached, not to mention 200,000, 300,000, and 500,000 vehicles per year?
XPeng: 15,295 delivered in June, and 68,983 delivered in the first half of the year
In June, XPeng delivered 15,295 new vehicles, a 133% increase YoY. Among them, XPeng P7 delivered 8,045 vehicles, XPeng P5 delivered 5,598 vehicles, and XPeng G3 series delivered 1,652 vehicles.In the first half of this year, Xpeng Motors delivered a total of 68,983 vehicles, which is 2.2 times the amount in the same period of last year. Thanks to the popular sales of their three car models, Xpeng won the monthly, quarterly, and half-yearly new car sales champion, and the cumulative delivery in June has exceeded 200,000 units.
In the second half of the year, the brand new flagship SUV model Xpeng G9 will start booking in August, be officially launched in September, and be quickly delivered.
Xpeng G9 is positioned as a 5-seater mid-to-large-size SUV, with a zero-to-100 kilometers per hour acceleration of 3 seconds, a range of over 700 kilometers, and the ability to charge for 5 minutes to add enough power for a 200-kilometer range. Meanwhile, it will carry intelligent dual-cavity air suspension, dual laser radar, dual Orin chips, and XPILOT 4.0 intelligent assisted driving system. CEO He XPeng of Xpeng Motors calls it “the best SUV under 500,000”.
Xpeng G9 will be the most important sales growth point for Xpeng Motors in the second half of this year. Although it will raise its price significantly compared to the current models, it is believed that it will still receive good feedback from the market. Will Xpeng Motors showcase any trendy new intelligent technology on G9, which will arouse curiosity and expectations from the target consumer group?
NIO: 13,157 delivered in June, and 63,131 in H1
Yes, it is, it is, it is! The runner-up in new car sales in June is still NIO. In the first half of this year, NIO has already won the sales silver medal for 4 months and its sales have stayed firm around the top of the new car sales leaderboard.
In June, NIO delivered 13,157 new vehicles, a year-on-year increase of 156%. Among them, NIO U series delivered 4,010 units, an increase of 150% YoY, NIO V series delivered 9,147 units, an increase of 159% YoY, hitting a record high in monthly deliveries, and the cumulative delivery of the model has exceeded 90,000 units.
In the first half of this year, NIO has delivered a total of 63,131 vehicles, up 199% YoY, ranking second only to Xpeng, and its sales performance is very strong. NIO has the largest number of sales stores in the new car camp, with sales channels penetrating into second-, third-, fourth-tier cities, and rural markets. Additionally, the clear positioning and separate responsibilities of two models are secrets to NIO’s success.
NextEV will launch a mid-to-large size electric sedan, NIO S, which will be available in both pure EV and range-extended versions. The limited NIO S YaoShi (Radiance) edition of 999 vehicles has already started pre-sales, featuring a pure EV driving range of up to 650km and a 0-100km/h acceleration of just 3.9 seconds. In addition, the YaoShi edition is equipped with double-wing doors in the front. The pre-sale price is CNY 3.388 million. Other configurations and prices will be announced in July. So far, NIO S has received more than 5,216 pre-orders, including 683 for YaoShi and 4,533 for other versions.
In June, Li Auto delivered 13,024 Li ONE vehicles, up 68.9% YoY. In Q2, cumulative deliveries reached 28,687 units, up 63.2% YoY. In the first half of this year, Li Auto delivered 60,403 units, up 100.3% YoY, and the cumulative deliveries of Li ONE have reached 184,491 units since delivery.
On June 21, Li Auto officially launched its flagship global intelligent SUV, Li ONE L9, as its second mass-produced vehicle. The new car is positioned as a large six-seat SUV with a price of CNY 45.98 million. The new car comes with a range-extended hybrid system, air suspension, 5-screen 3D interactive intelligent cockpit, and Li Auto’s AD Max intelligent assisted driving system. The 0-100km/h acceleration only takes 5.3 seconds, and the CLTC comprehensive cruising range can reach 1,315km. According to data provided by Li Auto, as of June 24, more than 30,000 users who have paid a CNY 5,000 deposit for Li ONE L9. The new car is expected to be delivered by the end of August, and Li Auto is expected to become the first new car maker to sell over 20,000 vehicles in a single month.
In June, NIO delivered 12,961 vehicles, with a cumulative delivery of 50,827 vehicles in the first half of the year.In June, NIO delivered 12,961 new cars, a year-on-year increase of 60.3%, setting a new monthly delivery record. Among them, 4,349 units of ET7 were delivered, 1,684 units of ES8 were delivered, 5,100 units of ES6 were delivered, and 1,828 units of EC6 were delivered.
In the first half of this year, NIO delivered a total of 50,827 vehicles, a year-on-year increase of 21.1%. Since the start of delivery, NIO’s cumulative delivery volume has reached 217,897 vehicles.
In mid-June, NIO released its sixth mass-produced model, the all-new smart electric mid-size SUV ES7, and the 2022 ES8, ES6, and EC6 with Alder·Chiyang intelligent system, further improving the product competitiveness.
Affected by the epidemic, NIO’s production and delivery work was once stagnant, but now NIO’s supply chain and whole vehicle production have fully recovered, and the second production base of NIO located in the Xinqiao Intelligent Electric Vehicle Industrial Park is scheduled to be put into operation in the third quarter.
With the official delivery of NIO ET5 with increased production to start in the fourth quarter, NIO’s sales growth is expected to enter the fast lane again. At the same time, NIO’s globalization strategy remains firm. In addition to Norway, NIO will also enter the German, Dutch, Swedish, and Danish markets this year. The corresponding official websites have been launched as of yesterday.
Leapmotor: 11,259 deliveries in June, 51,994 accumulatively in the first half of the year
In June, Leapmotor delivered 11,259 vehicles, setting a new monthly delivery record. In the first half of this year, Leapmotor delivered 51,994 vehicles, a year-on-year increase of 265%, surpassing NIO and taking the fourth place in the sales ranking of new car manufacturers in the first half of the year.
The most anticipated model of Leapmotor this year is the all-new mid-size pure electric car, Leapmotor C01. The car is equipped with Leapmotor’s self-developed battery-free CTC technology, and the CLTC range can reach 717km. The zero to 100km/h acceleration time is only 3.66 seconds. It is standard with 28 intelligent perception hardware, and NAP intelligent navigation assistance function is available by subscription.
According to official data, since the start of the 0 yuan pre-sale on May 10, the order volume of Leapmotor C01 has exceeded 62,000 vehicles.## Cygnus: 7,658 units sold in June, with a total of 21,581 units in the first half of the year
According to the production and sales report released by Xiaokang Group, Cygnus sold 7,658 units in June, a year-on-year increase of 524.12%. In the first half of this year, Cygnus has delivered a total of 21,581 units, a year-on-year increase of 884.98%.
Subsequently, Cygnus officially released the sales poster, showing that the sales volume of the WENJIE M5 in June reached 7,021 units, and the number of new cars added in June exceeded 10,000, reaching 10,685 units. This means that as long as the production capacity meets the demand, it is only a matter of time before the sales volume of WENJIE M5 exceeds 10,000 per month.
As a deeply customised vehicle model of Huawei and Cygnus, the strong sales performance of WENJIE M5 is truly admirable, which demonstrates Huawei’s product planning ability and car selling ability.
On July 4th, the second model of the AITO brand, a medium-to-large 6/7-seater SUV named WENJIE M7, will be released at Huawei’s summer new product launch event. What will its price be and what innovations and highlights will it have? We wait and see.
Geek +: 4,302 units delivered in June, with a total of 19,010 units in the first half of the year
In June, Geek + delivered 4,302 units of the Geek 001, with a total delivery of 19,010 units in the first half of this year. Since the start of deliveries, the cumulative delivery has exceeded 25,000 units.
It can be seen that Geek + is accelerating the delivery speed, but it still cannot meet the strong market demand. It is understood that the waiting time for ordering Geek 001 now may be up to six months. The contradiction between excellent products and slow delivery speed makes consumers love and hate the Geek 001.
How to improve the delivery speed quickly is still the biggest challenge facing Geek +.
Skyworth Auto: “Trade-in and pre-order” totalled 1,473 units in June
As we all know, new car companies are good at playing, especially in creating new vocabulary. This time, Skyworth, a new car company that is little known but well-known, has created a new term, “trade-in and pre-order”.
According to official sources, “Skyworth Auto traded in and pre-ordered 1,473 vehicles in June, including 1,292 in China and 181 overseas, with a MoM growth of 15%. There are now 287 Skyworth Auto experience centers.”But, it is not clear whether “交定量” refers to “交付 + 定金数量” or “the quantity of deposit paid”, and there is no official explanation yet.
In addition, the first plug-in hybrid model of Skyworth Motors – Skyworth HT-i will be launched in August, with a pre-sale price of RMB 1.498-1.998 million. Skyworth Motors plans to achieve a total sales volume of 30,000 units and build 500 Skyworth Experience Centers by 2022, and achieve sales targets of an average of 200 pure electric vehicle sales per month in 7 provinces and regions, and an average of 400 Skyworth HT-i sales per month in 10 provinces and regions.
Aiways: Sales of 24,109 in June, Accumulated 100,251 in the First Half of the Year
As a “latecomer to the game,” Guangzhou Aiways Automobile Co., Ltd. has hit a new sales record again.
In June, Guangzhou Aiways delivered 24,109 new cars, an increase of 182% year-on-year. In the first half of this year, Guangzhou Aiways’ cumulative delivery volume has reached 100,251 units, a year-on-year increase of 134%.
After completing the factory transformation, Guangzhou Aiways’ production capacity has been fully released. With the hot sales of multiple models such as AION S, AION Y, and AION V, achieving the sales target of 200,000 units this year should not be a problem.
Reminder: BYD and Tesla have not yet released their sales volume for June!
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.