Today, some new energy brands announced their delivery data from last month, as shown in the table below:

It is not difficult to see that in August, each brand continued the overall performance of July, with new forces such as GAC Aion and Geely JiKe performing courageously at the forefront. Meanwhile, the pattern of the new forces has begun to change, with the three giants of WmAuto, whose growth was weak and showing signs of exhaustion, now being surpassed by two new players who have reached the top ranks.

Looking at the specific performance of each brand in July:

JiKe:

1. Delivery data: 7166 units were delivered in August, hitting a new high for monthly delivery.

2. Cumulative delivery: 37,205 units.

3. In August, the number of orders exceeded 10,000, with a month-over-month increase, hitting a new high.

4. The average order amount exceeded 336,000 yuan.

5. In August, an important event was that JiKe became the first brand of Ningo TImes Lion Battery to produce on a global scale. JiKe 009 will become the first model for global mass production of Lion Battery.

6. After installing Lion Battery, the range of JiKe 001 exceeds 1,000 kilometers.

7. JiKe 001 won two Guinness World Records: the fastest speed of an electric car to drift (207.996 km/h) and the fastest time for an electric car to maneuver around cones (49.05 s).

Electric Power Point Comment: The “8155 Battle” turned JiKe’s reputation around and thus drove a sudden surge of orders over the past few months.

LanTu:

1. Delivery data: 2,429 units were delivered in August, with a MoM increase of 35%, achieving double-digit growth for three consecutive months.

2. In August, 1,591 DreamHouse models were delivered.

3. Cumulative delivery: 17,891 units.

4. The average transaction price exceeded 3.7 million yuan.

5. An important event in August was the launch of the LanTu FREE DNA at the Chengdu Auto Show, with a price range of 3.7999-4.1999 million yuan and limited edition of 3,000 units.

6. As of August 31, 2022, there are 130 LanTu stores nationwide, including 104 LanTu Spaces, 26 LanTu Delivery Service Centers, and sales and service networks covering 71 cities across China.

Electric Power Point Comment: LanTu’s growth in August was mainly driven by the delivery of the new model DreamHouse, while the market demand for LanTu FREE remains to be explored.

GAC Aion:# Delivery Data

1. In August, 27,021 vehicles were delivered, a 133% increase year-over-year and a new high;
2. From January to August, 152,305 vehicles were delivered, a 134% increase year-over-year;
3. In August, AION V Plus was launched at the Chengdu Auto Show, with an official guide price of 189,800-269,800 yuan after subsidies, becoming the only intelligent pure electric 7-seater car in the 200,000-level segment.

EV Observer Comment: AION Y has saved GAC Aion.

NIO:

Delivery Data

1. In August, 16,017 vehicles were delivered, a 142% increase year-over-year and a 26-month consecutive year-over-year increase;
2. In August, the NIO U series delivered 5,781 vehicles, a 189% increase year-over-year and a new high;
3. In August, the NIO V series delivered 10,236 vehicles, a 122% increase year-over-year, breaking the 10,000 mark and expected to become the sales champion of new energy vehicle models in the new force of car makers for 4 consecutive months;
4. From January to August of this year, NIO has delivered 93,185 vehicles, an increase of 176% year-over-year;
5. As of August 2022, since the establishment of the NIO brand, a total of 189,162 vehicles have been delivered;
6. The order volume of the NIO S has exceeded 10,000;
7. In August, the NIO V right-hand drive version was launched in Thailand, making NIO the first new force car maker from China to make landfall in Thailand.

EV Observer Comment: If July was only a “fluke,” then in August, NIO has completely left XPeng behind and topped the new force of car makers in terms of deliveries.

AITO:

Delivery Data

1. In August, 10,045 vehicles were delivered, breaking the 10,000 monthly delivery mark for the first time and setting a new record for the fastest monthly delivery of over 10,000 new energy vehicles by a domestic brand;
2. On August 24, AITO’s second car, the M7, was officially delivered;
3. As of August, AITO’s brand has covered 171 cities, and over 700 user and experience centers have been completed. By the end of the year, these centers will expand to more than 1,200.

EV Observer Comment: Suddenly paused, AITO has not yet chosen a Chinese name, even though it has been sold under the name of Huawei Auto for half a year.

LI:1. Delivery data: In August, 4571 vehicles were delivered, a 52% decrease compared to the same period last year.

2. Cumulative delivery from Jan to Aug was 75396 units.
3. Cumulative delivery of Ideal vehicles was 199484 units.
4. As of August 31, 2022, Ideal cars have 265 retail centers covering 118 cities nationwide, with 316 service and authorized spray centers covering 226 cities.
5. Ideal L8 will be released in early November 2022 and delivery will begin in the same month. Ideal L8 is a mid-to-large-sized smart luxury SUV designed for families and will offer two models, a six-seater and a five-seater VIP version, to better meet the segmented needs of family users.

Electricity Trending Comment: Is my Ideal gone?

XPeng:

1. Delivery data: In August, 9578 vehicles were delivered, a 33% increase compared to the same period last year.
2. In August, XPeng delivered 5745 units of P7, 2678 units of P5, and 1155 units of G3 series.
3. From January to August, cumulative delivery reached 90085 units, almost doubling compared to the same period last year.
4. In August, XPeng’s flagship model G9 started a hot pre-sale, with 22819 units ordered within 24 hours, far exceeding the same period levels for G3, P7, and P5.
5. By August, XPeng had built 1000 self-operated charging stations, including 799 self-operated super-charging stations and 201 self-operated destination stations, covering all prefecture-level administrative regions and municipalities directly under the central government nationwide. By 2025, XPeng plans to build another 2000 self-operated ultra-fast charging stations.

Electricity Trending Comment: XPeng’s product definition is a mess, being surpassed is inevitable.

Leapmotor:

1. Delivery data: In August, 12525 vehicles were delivered, a 180% increase compared to the same period last year.
2. Cumulative delivery from January to August was 76563 units.

Electricity Trending Comment: Will Leapmotor continue to sing after IPO?

NIO:1. Deliveries: 10,677 units were delivered in August, a YoY increase of 81.6%.

2. From January to August, 71,556 units were delivered, a YoY increase of 28.3%.

3. NIO has delivered a total of 238,626 units.

4. On September 30th, the ET5 model began deliveries.

Commentary: Despite the intense competition among products, it is not difficult for NIO to maintain deliveries of over 10,000 units.

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.