New car sales results of October are released: Jidu Auto surpasses 10,000 units for the first time, and Huawei's HI surpasses many competitors in rankings.

Writing by Jingtao Wu

There is no safety margin, only new challenges!

As we approach the last two months of 2022 in October, we also welcome the monthly standard column of new car sales rankings.

Looking back at the new energy market in September, the domestic retail penetration rate of new energy vehicles surpassed 30% for the first time, reaching 31.8%. Among them, the penetration rate of new energy vehicles in domestic independent brands was 55.2%. The overall situation of the new energy vehicle market can be described as rising steadily and prosperously.

However, the performance of various “new car” brands in October was varied, and the warmth and coldness were known. Some brands performed a “surprise attack” drama and achieved rankings that were unexpected by most people, while others experienced a temporary downturn as expected, making us pinch a sweat for them.

For the “new car” brands, there is no “safety margin” that can allow them to sleep well at night, with only new problems and challenges that come with each new day.

Anti-Criticism Guide: BYD and Tesla have not yet released their October sales figures!

NETA: Delivered 18,016 in October, 129,206 cumulatively this year

In October, NIO delivered 18,016 new cars, a year-on-year increase of 122%.

From January to October this year, NIO delivered a total of 129,206 new cars, a year-on-year increase of 161%.

In October, NIO continued to perform strongly, once again topping the list of monthly new car sales charts. This is NIO’s fourth time this year to win the “sales crown” for the month.

Thanks to a more extensive sales network and high cost-effectiveness of the models, the monthly delivery volume of NIO’s U+V models exceeded 18,000 units for the second consecutive month. If NIO can maintain its current sales momentum, there is a good chance that it will successfully achieve the annual delivery target of 150,000 vehicles this year.

On October 21st, NIO officially announced that its cumulative delivery volume has exceeded 200,000 vehicles. It only took 8 months for NIO to go from 100,000 to 200,000 vehicles, setting a new record for “new energy” car companies.

The flagship model of NIO, the mid-to-large-sized sports car NIO S, which is responsible for enhancing the brand image of NIO, has been gradually arriving at offline stores nationwide since October and officially started user deliveries in November.

According to information previously released by NIO, the NIO S had already received more than 15,000 orders in September. If U+V models can maintain their current sales momentum, plus the start of deliveries of the NIO S, it is still quite likely that NIO will achieve a delivery volume of 20,000 in November.

In mid-October, NIO signed a strategic cooperation agreement with GSE Limited in Myanmar to officially enter the Myanmar market, and will launch models including the NIO U International Edition and the NIO V International Edition in Myanmar.

Starting from 2022, NIO has started the process of entering overseas markets and has entered overseas markets such as Israel, Nepal, Laos, Myanmar, and Thailand. As of mid-September, the overseas orders for NIO automobiles have quickly exceeded 5,200 units, and the overseas channels have developed to 30.

WENJIE: 12,018 deliveries in October, 57,777 cumulative in 2022

In October, WENJIE series delivered 12,018 new vehicles, an 18.53% increase from the previous month. This helped WENJIE jump from fifth place in September to second place in the new car sales ranking.

From March to October this year, WENJIE series has delivered a total of 57,777 new vehicles.

After delivering more than 10,000 units for the first time in August, this is the third consecutive month that WENJIE has delivered more than 10,000 units, and sales are continuing to steadily climb. WENJIE’s sales performance has exceeded the expectations of many people. Huawei’s strong sales network and user reputation have played an indispensable role in this regard.In October, Weltmeister’s first pure electric SUV, M5 EV, officially began delivery in many cities across the country. In November, Weltmeister M7 will soon begin OTA upgrades.

Currently, Weltmeister is carrying out an image renewal project for user centers. 46 AITO user centers across the country have completed the image upgrade first, and it is expected that at least 160 user centers will complete the upgrade by the end of the year.

Jinko: 10,119 deliveries in October, 53,190 year-to-date

“In October, Jinko Automobile delivered 10,119 Jinko 001 vehicles, a MoM growth of 22.3%, achieving a monthly delivery of more than 10,000 for the first time and setting a new historical high.

“A total of 53,190 new cars were delivered from January to October this year. Jinko’s ranking also increased significantly this month, jumping from seventh place in September to third place.

“At the same time, Jinko 001 has also become the sales champion of independent brand pure electric vehicles with an average price of over 300,000 yuan for three consecutive months, with an average order amount exceeding 336,000 yuan.

On the evening of November 1st, when the results were announced, the first MPV model under the banner of Jikr – Jikr 009 was officially launched in Wuzhen. Two models, the WE version and the ME version, were launched, with prices ranging from RMB 4.99 million to 5.88 million.

The new car has a body size of 520920241856mm and a wheelbase of 3205mm. The body stiffness can reach 36450 N・m/deg.

The new car is based on the SEA Haohan architecture and is equipped with a high-performance permanent magnet synchronous electric drive system as standard throughout the range. The front and rear dual motors have a total motor power of 400kW, a peak torque of 686 N・m, and an acceleration of 0 to 100km/h in 4.5 seconds. Using fast charging, the battery can be charged from 10% to 80% in 28 minutes. Both models are equipped with more than one hundred configurations as standard, with only the battery capacity differing.

The WE version has a battery capacity of 116kWh, and the CLTC range reaches 702 km.

The ME version has a battery capacity of 140kWh, and the CLTC range reaches 822 km.

Starting from November 8th, 009 will gradually arrive at Jikr centers and spaces in major cities across the country, and it is expected that the new car will officially begin delivery in January 2023.

With the launch of the 009, Jikr no longer needs to rely solely on its 001 model to “go it alone”. With the help of the new model on the basis of the impressive sales of the 001, it is believed that Jikr’s delivery volume will reach a new high, and it’s only a matter of time.### NIO: Delivering 10,059 Vehicles in October, 92,493 Year-to-Date

In October, NIO delivered 10,059 new vehicles, a year-over-year increase of 174.3%, marking the fifth consecutive month that delivery volume exceeded 10,000.

From January to October 2022, NIO delivered 92,493 new vehicles, a year-over-year increase of 32%. The cumulative deliveries of NIO new vehicles reached 259,563.

Detailed delivery data for specific models in October are as follows:

SUV models delivered a total of 5,979 vehicles, with 2,814 units of ES7 on NT2 platform delivered and 3,165 units of ES8, ES6, and EC6 on NT1 platform delivered.

The delivery volume of sedan models was 4,080, with 3,050 units of ET7 and 1,030 units of ET5.

In terms of SUV models, the delivery volume of ES7 increased by 48.5% month-over-month. The delivery volume of the “866” model on the NT1 platform has gradually declined as the sales volume of the new generation models goes up.

In terms of sedan models, although ET5 covered the entire production capacity for this year on the day of its blind booking opening, with a very high order volume, its delivery volume in October was far from reaching the target of exceeding 10,000 deliveries in December, with only 1,030 new cars delivered. The delivery performance of ET7 remained stable and slightly increased compared to last month.

NIO officials said that the production base in October was severely affected by the epidemic, resulting in the delay of delivery time for some users.

Since mid-October, NIO’s production has been facing challenges. Originally planned to shut down for 3-5 days, the JAC-NIO F1 factory was able to produce in a closed manner as most parts were adequately stocked. However, the extended closure period has had a significant impact on overall production and delivery schedule.

Production of the ET5 at the F2 factory was even more affected, with intermittent operation for only about 10 days, severely affecting the delivery progress of the ET5 and directly impacting NIO’s delivery data in October. If the factory situation improves in November, we believe the delivery situation of the ET5 will significantly improve.

In the overseas market, on the morning of October 8th Beijing time, NIO held the NIO Berlin 2022 event in Berlin, Germany.

Officially announced the start of services in Germany, the Netherlands, Denmark, and Sweden. The NIO ET7 has started deliveries in the European market since October.

Li Auto: 10,052 Deliveries in October, 96,979 Deliveries This Year

In October, Li Auto delivered 10,052 new vehicles, an increase of 31.4% YoY.

From January to October this year, Li Auto has delivered 96,979 new vehicles, an increase of 54% YoY.Due to the fact that the official delivery of L8 has not yet begun, the delivery of Ideals in October relies mainly on L9, which indicates that L9 still maintains a good momentum of sales.

As a model with a starting price of 459,800 yuan and such excellent performance, L9 has played a key role in consolidating Ideals’ market position in the price range of over 400,000 yuan.

According to official news from Ideals in November, the upgraded model of Ideals ONE – Ideals L8 will officially begin delivery, while the five-seater mid-to-large SUV Ideals L7 will reveal more detailed information this month.

If Ideals can ensure the production capacity and delivery of L8 in November, it is relatively stable for Ideals to rank number one or two in sales in the last two months of this year.

The first batch of retail center test drives for Ideals L8 will begin on November 5th, with all test drive centers gradually opening between November 6th and 15th. Ideals L8 Pro test drive cars will also arrive at retail centers across the country before November 15th.

LeapMotor: 7,026 deliveries in October, 94,628 deliveries this year

In October, Leapmotor delivered 7,026 new cars.

From January to October this year, the cumulative delivery volume reached 94,628 units, a year-on-year increase of 218%.

Compared with the delivery volume of 11,039 units in September, Leapmotor’s delivery volume in October has declined to a certain extent and its ranking has dropped from 3rd to 6th.

Although the monthly delivery volume has shown a decline in recent months, thanks to the outstanding performance in the first three quarters of this year, Leapmotor was able to easily achieve the delivery volume of over 100,000 units this year.

Leapmotor did not mention the specific delivery data of vehicle models in the delivery data, but indicated that the C11 range-extender version will be launched soon. According to previous reports, the C11 range-extender version is expected to be launched in the fourth quarter, with main competitors being WM Motor EX5, Tang DM-i and Li One.

In the overseas market, Leapmotor participated in the Paris International Auto Show held in mid-October, and exhibited two models, C11 and T03.

XPENG: 5,101 new vehicles delivered in October, 103,654 delivered cumulatively this year

In October, Xpeng delivered 5,101 new vehicles.

From January to October this year, the cumulative delivery volume reached 103,654 units, a year-on-year increase of 56%, and the cumulative delivery volume exceeded 100,000 units this year.

The specific delivery data of the vehicle models are as follows:The delivery of XPeng P7 reached 2,104, XPeng P5 reached 1,665, XPeng G3i reached 709, and XPeng G9 reached 623 units.

On October 24th, XPeng held its annual 1024 XPeng Auto Technology Day as scheduled, showcasing the latest technological advances in smart driving, intelligent interaction, intelligent robotics, and flying cars.

Interested friends can review the previous article: “6000 Words Interpretation: What’s the Difference between Internet Car Companies and Bicycle Manufacturers without Dreaming?

Earlier, He XPeng, CEO and Chairman of XPeng Motors, revealed that XPeng G9 will officially begin mass delivery on October 27th, and the production of G9 will steadily climb from November. In addition, XPeng Motors will also make organizational structure adjustments recently.

Hechuang: 3,123 vehicles delivered in October

Hechuang Auto delivered 3,123 new Z03 vehicles, up 3.7% month-on-month.

On October 31st, the first sports car model-Hechuang A06 was formally launched. The new car is the first model using the Hechuang H-GEA architecture and positioned as a mid-size car. The body size is 496519201520mm, the wheelbase is 2850mm, and the wind resistance coefficient is as low as 0.217Cd.

The in-vehicle system is equipped with the 8155 chip and a self-developed H-VIP2.0 smart driving and connectivity system.

Three versions have been launched:

550A: pre-sale price of 180,000 yuan, adopts front-wheel drive single motor with a maximum motor power of 135 kW, uses a 63kWh ternary lithium battery pack, and has a CLTC working condition range of 550km.

630C: pre-sale price of 200,000 yuan, front-wheel drive single motor with a maximum motor power of 160 kW, uses a 71kWh ternary lithium battery pack, and has a CLTC working condition range of 630km.

Performance four-wheel drive version: pre-sale price of 270,000 yuan, front and rear dual-motor, comprehensive maximum motor power of 340 kW, uses a 71kWh ternary lithium battery pack, has a CLTC working condition range of 560km, and official 0-100km/h acceleration time of 3.7 seconds.

Voyah: Delivered 2,553 in October, with a total delivery of 22,963

In October, Voyah sold 2,553 vehicles, a year-on-year increase of 153.7%, achieving growth for five consecutive months, and the average transaction price reached 3.7 million yuan.

Since its first delivery in August 2021, Voyah has delivered a total of 22,963 vehicles.Below is the translated Markdown text:

On October 17, Voyah announced the name of its first sedan, “Chasing Light”, positioned as a mid-to-luxury sedan.

From the declaration information, we learned that the new car is positioned as a mid-to-large sedan with a body size of 508819701505mm, a wheelbase of 3000mm, and a curb weight of 2286kg. Its direct competitors will be NIO ET7 or Mercedes EQE.

The new car continues the brand’s family design language and is the first model in China to be equipped with a central centralized SOA electronic and electrical architecture, providing two power forms: pure electric and plug-in hybrid.

The electric version comes with a dual-motor four-wheel drive system, with the front motor having a peak power of 160kW and the rear motor of 215kW, provided by Zhixin Technology. The new car is equipped with a ternary lithium battery pack from Ningde Times/Funeng Technology and can reach a maximum speed of 210km/h.

AIWAYS: Sales of 30,063 in October and 212,384 Accumulated in 2021

Last in the rankings is the monthly retained program. Aiways’ attack against new car manufacturing has come again.

In October, Aiways’ sales increased slightly, selling a total of 30,063 new cars with a year-on-year growth of 149%, setting a new monthly record. The sales for six consecutive months exceeded 20,000, and for the second consecutive month exceeded 30,000.

From January to October this year, Aiways’ cumulative sales exceeded 200,000, reaching 212,384, a year-on-year increase of 134%.

In October, EA Auto continued to make progress in its reform. First of all, on October 12th, the second smart manufacturing center of EA Auto was officially completed and put into production. This is the second time that EA Auto has completed capacity expansion this year. After the new plant is put into production, EA Auto’s overall planned capacity has exceeded 400,000, and the maximum capacity under multi-shift production can reach 600,000.

On October 20th, GAC Group released the “Progress Announcement on the Capital Increase and Share Expansion of Subsidiary GAC Aion Auto Co., Ltd.” The announcement showed that GAC Aion Auto was listed on the Guangzhou Stock Exchange and implemented a capital increase and share expansion, completing an A-round financing war, and introducing 53 strategic investors.

EA Auto stated that the financing amount this time reached 18.294 billion yuan, and the post-investment valuation was 103.239 billion yuan, becoming the first new energy vehicle company in China with the highest valuation exceeding 100 billion yuan that has not yet been listed.

At the end of October, EA Auto established two related enterprises for new energy industries with supporting industries, Ruipai Power Technology Co., Ltd., controlled by GAC Aion Auto, and Yinpai Battery Technology Co., Ltd., responsible for independent research and development of electric drive systems, production and manufacturing of automotive power batteries, and research and development of battery materials. This marks EA Auto’s completion of the closed-loop layout of the energy and ecological industry chain.

Reminder: BYD and Tesla have not yet released their October sales figures!

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.