Sales of Pure Electric Cars Exceeded 10,000 in November

Author: Knight Errant

Just into December, the new forces led by emerging automakers have already announced their sales performance figures for November. If we have to summarize the overall performance of pure electric cars last month with a keyword, undoubtedly that would be “exceeding 10,000”.

The three major leaders, referred to as “Tesla’s Little Brothers” by Chinese netizens, now have the intention of becoming a new force group with BBA, so naturally, their high-profile moments are indispensable in November’s sales performance. Among them, XPeng won the championship with a delivery volume of 15,613, followed closely by NIO with a delivery volume of 10,878, and Li Auto with a delivery volume of 13,485.

Looking at these three companies specifically, XPeng has achieved over 10,000 deliveries for three consecutive months and has surpassed 15,000 for the first time in November. Among them, P7 achieved a delivery volume of 7,839, an increase of 30% month-on-month, while the G3 series achieved a decent growth rate after the launch of G3i, with a delivery volume of 5,620, an increase of 54% month-on-month. Facts have proven that XPeng is fulfilling the commitments made at an early stage, and consumers’ recognition of it is steadily strengthening.

XPeng is a company that cares about making cars, with intelligent and industry-leading driving assistance, laser radar, XPeng’s exclusive charging piles, car owner benefits, car owner clubs, efficient after-sales service, and He XPeng’s personal charm. These factors have all conveyed to the outside world that XPeng is an enterprise that makes cars with heart. Therefore, it is reasonable that XPeng can achieve such a result. Moreover, when G9 is launched in the future, XPeng’s sales data will undoubtedly be more impressive.

Although Li Auto’s and XPeng’s delivery volumes differed by more than two thousand units, we must know that Li Auto has only released one model, Li ONE. Now it has not only exceeded its monthly sales target of 10,000 units but also refreshed the single-product sales record of the new energy vehicle camp. By simply looking at the sales trend chart, we can find that Li Auto’s major turning point was in June. Since then, Li Auto’s monthly sales volume has never been below 7,000 units. At the end of last month, Li Auto announced the 2021 Li ONE, which brought comprehensive updates to powertrains, seat types and layouts, and AD assisted driving systems, etc. Although a few complaints from the old car owners faded away under the support of more supporters, they had explosive sales half a year later. Therefore, product strength is still the fundamental solution to solve problems.

In October, NIO, which had undergone a transformation of its production line, delivered only 3,667 new vehicles. However, there was a significant rebound in November, returning to the group that exceeded 10,000 and once again setting a new record for monthly deliveries. In addition to simple vehicle delivery, in November, NIO’s construction of service network was also impressive. Among the 203 new charging/swapping stations built, including 80 swapping stations (18 of which are high-speed swapping stations), 63 supercharging stations, and 32 destination charging stations, the supplementary energy service network is also being improved.

Compared with XPENG’s car ocean tactics and ideal range-extender driving mode, NIO’s signature lies in its service. Without exaggeration, NIO’s service not only influences the service system of many other new forces that came afterwards, but also challenges the service thinking of traditional car companies. With this kind of NIO, it will surely become better and better.

In addition to the three masters of “Wxiaoli”, NETA Automobile also achieved a delivery performance of 10,013 vehicles with its two SUV models – NETA V and NETA U Pro, a year-on-year growth of 372%. This is the first time NETA has exceeded 10,000 monthly sales. Perhaps too excited, NETA was also the first car company to announce its sales volume in November.

LEAP Motor, which returned to people’s attention with the C11 model, received 16,310 new car orders in November, with a C11 order volume of up to 7,005 units. However, due to capacity constraints and other issues, LEAP delivered only 5,628 vehicles in November. Therefore, for LEAP, there is still a long way to go.

On October 23, JIKE launched its first model, JIKE 001, and delivered 2,012 units in the first complete natural month of delivery. The delivery area covered 150 cities, with an average order amount of 335,000 yuan for major orders. This shows that JIKE users still have high expectations for high-end configuration models. With the influence of Geely and Lynk & Co, JIKE will surely have great growth space as long as there are no issues with product capabilities.

After reviewing the performance of the new forces in the automotive industry, let’s take a look at the sales of traditional automakers in new energy vehicles. The first to announce its results is Volkswagen’s ID. family, which delivered a total of 14,167 units in November, an increase of 11.2% compared to October, and it is also the third consecutive month that the total delivery volume of Volkswagen ID. series has exceeded 10,000. However, it is important to note that this is the total sales volume of the 5 models of the Volkswagen ID. series in both North and South.

At present, the ability of traditional manufacturers to introduce new products is naturally stronger and more confident than that of new forces, but the influence of individual models is far from that of phenomenon-level models like NIO ES6 and XPeng P7. However, with the launch of the ID.3, the Volkswagen ID. series has achieved full coverage from compact cars to mid-to-large 7-seater SUVs, and product deliveries are gradually on the right track.

If we talk about the future, not only Volkswagen but also those traditional manufacturers like it will not worry about making a living once they complete their transformation with a high proportion of new energy vehicles, but it is just a matter of time.

The new energy vehicle sales data for the whole of November also shows the same issue – consumers’ recognition of new energy vehicles has been further improved, perhaps due to subjective awareness or perhaps out of helplessness. The strong sales of models such as the P7, Ideal ONE, and Jinkou 001 also indicate that consumers’ understanding of electric vehicles is no longer limited to “cheap backups”. Electric vehicles can match traditional fuel vehicles in luxury and comfort, and sales will gradually catch up with traditional fuel-powered vehicles with the trend of the times and purchasing power.

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.