Guangzhou Auto Show Debut, Li Auto December Deliveries Top 20,000, BYD Raises Prices While XPENG Maintains Pricing

01Weekly Index

01Weekly Highlights

Guangzhou Auto Show Opens, with Numerous New Models on Display

Jidu Debuts ROBO-01 and ROBO-02 at Guangzhou Auto Show

On December 30, 2022, the Jidu ROBO-01 made its official debut at the Guangzhou Auto Show, revealing four primary exterior color options for the first time. The company also unveiled its second model, the ROBO-02, positioned as a pure electric coupe. With these reveals, Jidu established its family design language.

The ROBO-01 measures 4,853 mm in length, 1,990 mm in width, and 1,611 mm in height, with a wheelbase of 3,000 mm. The newly released colors include Galaxy Purple, Starry Gray, Starlight Orange, and Star Morning White. The vehicle will be showcased at upcoming auto shows in Guangzhou and Haikou.

The ROBO-02 is positioned as a pure electric coupe, sharing a design lineage with Jidu’s first concept car and the ROBO-01.

The ROBO-02 features a flush door handle design, resulting in a wide and low-slung profile that enhances its sporty aesthetic and visual appeal. It retains interactive headlights and utilizes hidden LiDAR sensors. Combined with aerodynamic wheels and an active rear spoiler, these elements help reduce the vehicle's drag coefficient.

Jidu has integrated Baidu Apollo’s full-stack advanced autonomous driving capabilities and safety architecture. The company stated that the ROBO-02 will also feature tailored scenario-based services and enhanced intelligent functions in the future.

WEY Lanshan DHT-PHEV Debuts

On December 30, 2022, WEY unveiled its new flagship large six-seat SUV, the Lanshan DHT-PHEV, along with the Moka DHT-PHEV and Natie DHT-PHEV, under the theme "Taste Blue Mountain: Coffee and WEY."

The Lanshan DHT-PHEV, making its global debut, features an exterior design co-created by WEY and its users. WEY stated this reflects the brand's innovative transformation toward a comprehensive consumer-centric (To C) strategy.

The Lanshan DHT-PHEV measures 5,156 mm in length, 1,980 mm in width, and 1,805 mm in height, with a wheelbase of 3,050 mm. It adopts a 2+2+2 seating layout. WEY officials noted that the third-row passenger space has been optimized and expressed anticipation for real-world evaluation.

The Lanshan DHT-PHEV will also be equipped with DHT technology, featuring a maximum power output of 380 kW and a peak torque of 933 N·m, with a 0–100 km/h acceleration time of 4.9 seconds. Its pure electric range under WLTC conditions is 180 km, and the fuel consumption when the battery is depleted is 6.7 L.

Aian Hyper GT Debuts

At the Guangzhou Auto Show, Aian unveiled the second model of its premium brand, Hyper Haobo: the Hyper GT.

The Hyper GT is built on Aian’s all-new dedicated pure-electric platform, AEP3.0 Xinglingjiagou, making it highly anticipated for advancements in intelligent driving dynamics and cabin experience.

For driver-assistance hardware, the Hyper GT features three second-generation variable-focus LiDAR units, positioned on the roof and both front fenders.

While retaining the brand’s signature design language, the Hyper GT has achieved a breakthrough in aerodynamics with a drag coefficient of 0.19, surpassing the Mercedes-Benz EQS to become the lowest among currently mass-produced vehicles.

Geely Xiongmao mini debuts

At the Guangzhou Auto Show, Geely’s new Xiongmao mini model made its first public offline debut, alongside the limited-edition Xiongmao mini Spring Festival Treasure Bear variant. Only 2,023 units will be produced, priced at RMB 55,800.

The Treasure Bear is based on the top-trim Xiongmao mini and features DC fast charging with a maximum power of 22 kW. At room temperature (25 °C), it can charge from 30% to 80% in just half an hour, and a full charge takes only 68 minutes.

It also comes equipped with a home DC charging pile rated at 7 kW, which fully charges the vehicle in three hours at room temperature. Alternatively, using a standard 220 V/10 A household charging gun provides 2 kW of power, completing a full charge in 8.5 hours.

In terms of smart features, the Treasure Bear supports Bluetooth key functionality for seamless entry. Owners can also use the Geely Owner APP to remotely unlock the car, locate it, check vehicle status, unlock doors, turn on the air conditioning, and open the trunk.

FAW Toyota bZ3 Debuts

During the 2022 Guangzhou Auto Show, the FAW Toyota bZ3 was officially unveiled at the FAW Toyota booth. The model had previously opened for pre-sales across three trim levels, with a price range of RMB 189,800 to RMB 219,800.

The bZ3 is built on the e-TNGA platform. For powertrain components, both the battery and motor are supplied by BYD’s subsidiary, Fudi. The battery uses BYD’s LFP Blade Battery technology, while the motor is a rear-mounted single unit available in two power outputs: 135 kW and 180 kW.

Regarding range, according to previous information from the Ministry of Industry and Information Technology, the new car will offer two battery versions: 49.92 kWh and 65.28 kWh, with corresponding CLTC ranges of 517 km and 616 km.

In terms of exterior design, the new car adopts the family styling of Toyota's bZ series, featuring a popular full-width daytime running light at the front that gives it a strong mecha-inspired look.

In terms of body dimensions, the bZ3 measures 4,725 x 1,835 x 1,475 mm in length, width, and height, with a wheelbase of 2,880 mm, positioning it as a mid-size pure electric sedan.

Zeekr Launches the 2023 Model 001

Zeekr released the 2023 Zeekr 001 on January 1, 2023, featuring numerous configuration updates and launching new performance-related option packages.

First, on the basis of the standard inductive frameless automatic doors in the YOU version, the ME and WE versions will come standard with silent electric suction doors, and the automatic doors have been specifically optimized to address the issue of manual push assistance.

Three new exterior colors have been added: Sunlight Orange, Extreme Blue, and Polar Night Black.

The entire lineup features Monaco NAPPA full-grain top-layer leather, a premium material superior to standard NAPPA leather that enhances seating comfort and softness.

Heated, ventilated, massaging, and memory-equipped front seats are standard across all trims. Other luxury features, such as fully electrically adjustable seats throughout the vehicle and an intelligent constant-temperature air conditioning system, are also included as standard equipment.

For the WE 100 kWh variant, 1,000 sets of the 'Thousand-Mile Range Package' will be available via limited reservation. This package utilizes CTP 3.0 Qilin batteries with a capacity of 140 kWh. Combined with silicon carbide (SiC) technology in the rear motor, the vehicle achieves a CLTC range of 1,032 km. The optional package is priced at RMB 103,000.

The YOU version offers an optional Z-Sport Performance Upgrade Kit for RMB 35,000. This kit includes adaptive racing seats, orange-and-gray Alcantara interior trim, 'Light-Chasing Orange' exterior paint, and a high-performance wheel set.

The YOU and ME trims offer an optional high-performance wheel package for RMB 19,000. This includes 22-inch multi-spoke sport forged wheels, Brembo six-piston calipers, ventilated and drilled brake discs, and branded high-performance tires.

Quick Take:

At the long-awaited Guangzhou Auto Show, numerous automakers unveiled their latest models. Surprisingly, Jidu announced its second vehicle before its first car had officially entered mass production and delivery.

Meanwhile, after maintaining monthly deliveries of over 10,000 units for three consecutive months with the previous-generation 001, Zeekr has finally introduced a minor facelift. The update adds new features and launches a performance option pack unique in China, enhancing Zeekr’s competitiveness in the coming year.

From a pricing perspective, the FAW Toyota bZ3 is indeed a sincere product. However, reviewing the configuration details reveals certain shortcomings. The base model features a battery capacity of less than 50 kWh and a motor power output of only 135 kW. Even the top-tier version does not offer a four-wheel-drive option. This means that despite its sporty appearance, true performance enthusiasts are unlikely to be satisfied.

02Li Auto December Deliveries Exceed 20,000 Units; Multiple Automakers Meet December Delivery Expectations

Li Auto December Deliveries Reach 21,233 Units

Of these more than 20,000 units, the L9 and L8 each delivered over 10,000 vehicles, jointly consolidating Li Auto’s market position in the RMB 300,000–500,000 price segment.

This represents a year-over-year increase of 50.7% compared to December last year. Cumulative deliveries for the fourth quarter totaled 46,319 vehicles, up 31.5% year over year from Q4 2021.

From January to December 2022, Li Auto delivered a total of 133,246 vehicles, an increase of 47.2% compared to 2021.

As of December 31, 2022, Li Auto’s cumulative delivery volume reached 257,334 vehicles.

Tesla Delivered 1,313,851 Units in Full Year 2022

Tesla produced 439,701 new vehicles in Q4 and delivered 405,278 units.

For the full year, the company produced 1,369,611 new vehicles and delivered 1,313,851 units.

BYD Delivered 235,197 Units in December

BYD announced its December 2022 sales figures, totaling 235,197 units. Among these, pure electric vehicles accounted for 109,577 units, while plug-in hybrid models reached 125,039 units.

The full-year sales volume reached 1.86 million units, a figure that is quite impressive, representing a year-on-year increase of 208.64%.

Guangqiaian Delivered 30,007 Units in December

Aian announced December sales of 30,007 units, with December sales increasing by 107% year-on-year.

Cumulative sales from January to December 2022 reached 271,000 units, a year-on-year increase of 126 percent.

NIO Delivered 15,815 Units in December

In December 2022, NIO delivered 15,815 new vehicles, setting a monthly delivery record with a year-on-year increase of 50.8%. Among them, deliveries of the three models from the second-generation technology platform—ET7, ES7, and ET5—continued to rise, reaching 13,127 units, which accounted for 83% of the total monthly deliveries. Specifically, ET5 delivered 7,594 units, ET7 delivered 1,379 units, ES7 delivered 4,154 units, and NT1 delivered 2,688 units.

In the fourth quarter of 2022, NIO delivered a total of forty thousand fifty-two new vehicles, a year-over-year increase of sixty percent, setting a quarterly delivery record; among them, deliveries of the ET7, ES7, and ET5 totaled thirty-one thousand ninety-three units, accounting for seventy-seven point six percent.

XPENG Delivered 11,292 Units in December

XPENG delivered 11,292 units in December, surpassing the monthly delivery figure of ten thousand again, with a month-on-month increase of 94%.

In the fourth quarter, XPENG delivered a total of 22,204 units. The cumulative deliveries for 2022 reached 120,757 units, representing a twenty-three percent increase compared to 2021.

By December 31, 2022, XPENG’s cumulative historical deliveries had reached 258,710 units.

Among these, G9 deliveries totaled 4,020 units, a month-over-month increase of 160%.

Zeekr delivered 11,337 units in December

Zeekr recorded 11,337 deliveries in December 2022, representing a year-over-year growth of 198.7%. Full-year deliveries reached 71,941 units.

Zeekr’s consecutive three months of exceeding 10,000 deliveries underscore market recognition for the Model 001, with average order values surpassing RMB 336,000.

Changan DEEPAL December Deliveries: 11,650 Units

As a brand established in April this year, DEEPAL has quickly surpassed 10,000 units in deliveries, reaching 11,650 units.

Leapmotor December Deliveries Reach 8,493 Units

Leapmotor delivered 8,493 units in December, with cumulative annual deliveries for 2022 reaching 111,168 units.

Feifan December Deliveries Hit 1,523 Units

Feifan delivered 1,523 vehicles in December.

Nezhaqiche December Deliveries Total 7,795 Units

Nezhaqiche reported 7,795 vehicle deliveries in December.

Its full-year delivery volume reached 152,073 units, with 3,456 units exported. The Nezha U accounted for 51,021 units, the Nezha V for 98,847 units, and the Nezha S delivered 2,003 units in December.

AITO Delivers 10,143 Units in December

AITO delivered 10,143 units in December. Although this was not the highest figure of 2022, maintaining a monthly volume above ten thousand units is no small feat.

VOYAH Delivers 1,729 Units in December

VOYAH delivered 1,729 units in December, a year-over-year increase of 185.8% compared to 2021.

Quick Take:

The most critical metric for automakers in 2022 was their delivery figures for the final month. Companies were not only striving to meet annual delivery targets but also aiming to help customers secure the last available national subsidies.

Li Auto became the first new-energy vehicle maker to exceed 20,000 monthly deliveries. This milestone was achieved with just two models that began deliveries in the second half of the year. Given the high degree of overlap between the user bases of these two models, reaching this figure was particularly challenging.

03XPENG and BYD Announce Price Adjustments for 2023 Models

BYD reissued its price hike statement originally released on November 23, 2022. Starting January 1, 2023, prices for all models will increase by RMB 2,000 to RMB 6,000 due to the expiration of national new energy vehicle subsidies.

Specific price adjustments for individual models are currently unknown; customers are advised to contact local dealerships for detailed information.

The price adjustments announced by XPENG reflect the difference caused by the expiration of national subsidies on December 31, 2022. XPENG has chosen to keep the prices of its existing models consistent with post-subsidy levels from 2022, thereby maintaining the final purchase price for consumers.

Written by: Yisong Edited by: Mingming