July New Energy Brand Delivery Quick Review: New strength steadily advancing, new forces pattern changing.

Author: Dazhao

Today, some new energy brands have announced their July delivery data as scheduled. See the chart below:

Compared with the June rankings, a new brand, Voyah, was added in July. In the second half of last year, Voyah also proactively announced its delivery data on the first of the month, but it stopped disclosing the data to the public in the first half of this year. It is speculated that the sales volume of other brands on the ranking list is not “impressive enough”. As for why the data was announced again today, it may be that the data looks slightly better and may be related to recent personnel changes. Is Voyah seeking change?

In addition to Voyah, the performance of several other new forces in July remained stable. GAC Aion has delivered more than 100,000 vehicles this year, while SaiLiSi and JiKe are continuously refreshing their highest monthly delivery data.

Compared with the stable performance of the new forces, the new force pattern in July has changed. NETA and Leapmotor ranked first and second for the first time and squeezed out the previous leader WmAuto. The new forces have entered the era of “Nalzha”.

Now let’s look at the specific performance of each brand in July.

GAC Aion:

  1. Delivered 25,033 vehicles in July, a year-on-year increase of 138%.
  2. Cumulative deliveries from January to July are 125,284, a year-on-year increase of 135%.

NETA:

  1. Delivered 14,037 units in July, a year-on-year increase of 133.5%.
  2. Achieved year-on-year growth for 25 consecutive months.
  3. Of these, 1,382 were exported overseas in July.
  4. Cumulative deliveries from January to July are 77,168, a year-on-year increase of 184.6%.
  5. On July 31, the NETA S was officially launched with a price range of RMB 199,800-338,800.

Leapmotor:

  1. Delivered 12,044 vehicles in July, a year-on-year increase of 177%, and the monthly delivery data hit a new high for three consecutive months.
  2. This year’s cumulative deliveries are 64,038.

XPeng:

  1. Delivered 11,524 vehicles in July, a year-on-year increase of 43%.

  2. Among them, 6,397 were P7, 3,608 were P5, and 1,519 were G3i.3. From January to July, the cumulative delivery exceeds 80,000 vehicles, 2.1 times the same period last year.

  3. XPeng Motors has delivered nearly 220,000 vehicles in total.

  4. In August, the XPeng G9 will be available for pre-order and officially launched in September.

Li Auto:

  1. In July, the delivery was 10,422 vehicles, a year-on-year increase of 21.3%.

  2. From January to July, the cumulative delivery was 70,825 vehicles.

  3. Today, the 200,000th Li ONE rolled off the production line at Li Auto’s Changzhou plant, taking only 986 days.

  4. Since the confirmation of orders started on July 16, the confirmed orders for Li ONE have exceeded 30,000 out of the total over 50,000 orders.

NIO:

  1. In July, the delivery was 10,052 vehicles, a year-on-year increase of 26.7%.

  2. From January to July, the delivery was 60,879 vehicles, a year-on-year increase of 22.0%.

  3. NIO has delivered a total of 227,949 vehicles to date.

Xpeng:

  1. In July, the delivery was 7,807 vehicles, a year-on-year increase of 8873.56%.

Jidu Auto:

  1. In July, the delivery was 5,022 vehicles, setting a new record for single-month deliveries.

  2. The number of large orders exceeded 10,000 again in July.

  3. The cumulative delivery has exceeded 30,000 vehicles to date.

  4. It took only 64 days for the third model to surpass 10,000 orders.

  5. The average order amount has exceeded 335,000 yuan.

  6. It once again broke the record for the fastest delivery time of a Chinese pure electric vehicle with a price of more than 300,000 yuan.

Voyah Motors:

  1. In July, the delivery was 1,793 vehicles, an increase of 50% month-on-month.

  2. The cumulative orders for Voyah Dreamer have exceeded 10,000.

  3. As of July 31, there are 97 Voyah Spaces and 23 delivery centers nationwide.

End.

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.