Author: Zhang Yi

On July 1st, various new energy brands submitted their June sales reports.

Among them, Guangzhou Automobile Eon, XPeng, NETA, Ideal, NIO, and Leapmotor achieved deliveries of over 10,000 units. Guangzhou Automobile Eon won the championship with 24,109 units, XPeng ranked second with 15,295 units, and NETA followed closely in third place with 13,157 units.

Guangzhou Automobile Eon Delivers 24,109 Units in June

As a new energy independent brand that Guangzhou Automobile Group spun off in 2020, Guangzhou Automobile Eon has maintained its status as a new energy leader since its establishment.

In June, Guangzhou Automobile Eon sold 24,109 units, a year-on-year increase of 182%, setting a new monthly record. The cumulative sales in the first half of the year were 100,251 units, a year-on-year increase of 134%.

The reason behind Guangzhou Automobile Eon’s breakthrough lies in two aspects:

1. The factory has completed capacity expansion and upgrade in February;

2. Comprehensive layouts in technology, products, and channels.

For example, relying on the “Silicon-Sponge Negative Electrode Battery Technology,” Guangzhou Automobile Eon has achieved a range of over 1000 kilometers, taking the lead among all electric car manufacturers.

In terms of charging layout, Guangzhou Automobile Eon plans to establish 220 charging piles in the Guangzhou area by 2022 and 1000 charging piles by 2025. In the future, it also plans to expand supercharging stations to about 300 cities nationwide, achieving comprehensive coverage at the regional level and further addressing users’ charging needs.

XPeng Delivers 15,295 Units in June

In June, XPeng delivered 15,295 units, a year-on-year increase of 33%. Among them, the XPeng P7 delivered 8,045 units, the XPeng P5 delivered 5,598 units, and the XPeng G3 delivered 1,652 units. In the first half of the year, the cumulative deliveries were 68,983 units, and the cumulative deliveries in the second quarter were 34,422 units.

On June 20th this year, XPeng broke the milestone of 200,000 deliveries, only taking three years to grow from 100,000 to 200,000. He XPeng said, “For the automotive industry, 200,000 deliveries is just a number, but for XPeng, it represents 200,000 trust, expectations, and explorations.”

According to XPeng’s plans for the second half of this year, it will lay out a new generation of supercharging stations that can recharge 200 kilometers in five minutes and 80% in 12 minutes from 10%. In terms of product layout, G9 will also be promoted as originally planned, aiming to make the “Best SUV under 500,000 yuan.”

NETA Delivers 13,157 Units in June# Translation

NIO delivered 12,961 new cars in June, crossed the 10,000 threshold again, and set a new historical high. It delivered 50,827 new cars in the first half of the year, an increase of 21.1% year-on-year. It delivered 25,059 new cars in the second quarter, a year-on-year increase of 14.4%.

This year has been marked by both positive and negative events for NIO. The company completed its listing on the Hong Kong Stock Exchange and officially started trading. It also launched official websites in four European countries, namely Germany, the Netherlands, Sweden, and Denmark. Although NIO was overtaken by Li Auto and XPeng in the first half of the year, the company’s “going global” strategy is expected to gain momentum.

However, NIO has been plagued by negative news this year, especially in recent reports of a “cold-blooded response to the crash incident,” which have continued to create negative publicity. The current market performance of NIO is excellent, but marketing and public relations need to be improved.

Li Auto delivered 13,024 new cars in June, an increase of 68.86% year-on-year. In the first half of the year, it delivered 60,403 new cars. With only one extended-range model, the Li ONE, it is clear that the product is highly recognized by the market.

Compared with NIO and XPeng, Li Auto’s disadvantage lies in having only one car model. Nevertheless, the strength of the Li ONE as a single model should not be underestimated.

With the arrival of the Li Xiang L9, this situation is likely to change. As of June 24th, more than 30,000 users have paid a deposit for the Li Xiang L9. In addition, Li Auto will also enter the mid-range market in the 200,000-300,000 RMB range, which is expected to yield better results.

NIO and Li Auto are not the only automakers in the Chinese market. Xpeng delivered 13,157 new cars in June, an increase of 617.3% year-on-year. In the first half of the year, it delivered 38,778 new cars.

In terms of car models, NIO has its ES8, ES6, and EC6 models; Li Auto has the Li ONE; and XPeng has the G3, P7, and P5 models.

Li Auto’s ES8 and XPeng’s G3 overlap with NIO’s models, while Li Auto’s Li ONE and XPeng’s P7 and P5 cater to consumers looking to stand out in the market.# Zero Running Car June Sales Totaled 11,259

In the first half of this year, 51,994 cars were delivered, a year-on-year increase of 265%. In June, the cumulative delivery volume was 51,994 vehicles, a year-on-year increase of 298.57%. Since the delivery, the delivery volume has reached 103,814 vehicles. Although the sales have exceeded 10,000, “We Xiaoli” reversed the trend, pushing Zero Running Car out of the top three again.

From the sales of Zero Running Car this year, it has been on an upward trend from April to June. Although the increase was not significant, it has been making efforts. Just recently, on June 28th, Zero Running Car completed the production of its 100,000th vehicle, the C11, in just half a year, achieving significant growth.

It should be pointed out that although Zero Running Car’s development momentum is strong, frequent product quality issues and user rights protection cases are also constantly reminding Zero Running Car that the revolution is not yet successful.

Seres Delivered 7,658 Vehicles in June

Seres Automobile’s sales in June were 7，658 vehicles, a year-on-year increase of 524.12%. Endorsed by Huawei, it has become the biggest dark horse of the year. In the first half of this year, sales volume was 21,581 vehicles, a year-on-year increase of 884.98%.

The Wanjie M5 is a range-extended electric drive vehicle, which uses a 1.5T four-cylinder engine as a range extender. Although many people lament its low thermal efficiency, its advantage lies in the green license plate, coupled with Huawei’s endorsement of “focusing on ICT technology to help auto companies build better cars”, it has contributed significantly to its sales.

Zeekr Delivered 4,302 Vehicles in June

Zeekr Automobile delivered 4,302 vehicles in June, a 0.6% decrease compared to the previous month, but it still managed to stabilize sales above 4,000 for a single niche hunting car model. In the first half of this year, 19,010 vehicles were delivered, and 10,769 vehicles were delivered in the second quarter.

In the next three years, Zeekr will launch six new products, and by 2025, the company’s sales target is 650,000 vehicles, hoping to occupy the third-highest market share in the high-end electric vehicle market globally.

Electric Force Has Something to Say

In the first half of this year, due to the impact of the epidemic and supply chain and other factors, various new energy brands were affected to varying degrees. From the sales data in June, everyone has basically returned to normal levels. Behind the data, the system strength of each enterprise has been honed, laying a solid foundation for the next run.

In the second half of this year, the Ideal L9, the XPeng G9, the Nazha S and other heavyweight products will enter the market one after another, and the new energy camp is expected to usher in a new wave of attacks, with the sales rankings also seeing further reshuffling.

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.