Edit | Ren Hongbin
Production | driving report
In February 2023, the blink of an eye has passed, and the new forces of making cars have released monthly "transcripts". Generally speaking, the car market in February was not dull. The "subsidy recession" has led many car companies to announce price increases. However, with the price adjustment of Tesla, some car companies began to "follow the trend" to cut prices, which once set off a "price war" in the market.
The data shows that Ai 'an won the monthly sales crown with 30,000+new car sales. Tucki in Wei Xiaoli was obviously left behind, while Lan Tu, who was endorsed by Dongfeng Group, made only a few thousand "dismal" achievements. Up to now, there are still several companies (such as Weimar) that have not announced their results. The real result behind it can be imagined. Let's take a look at the sales performance of various new car-making forces in February!
GAC Aian delivered 30,086 vehicles in February.
That's it. Price reduction promotion is very useful!
In February 2023, GAC AEON delivered 30,086 new cars, up 253% year-on-year and 65,438+095% quarter-on-quarter. In a group of new car companies, it still maintains the leading position in the head. In our opinion, this is inseparable from the price reduction promotion of Ai 'an in early 2023.
At the beginning of February, Ai 'an gave a direct response to Tesla's price reduction: it launched a time-limited delivery incentive of 5,000 yuan/set and a three-year zero-interest ultra-low down payment time-limited financial subsidy. The former is mainly aimed at AION Y series and AION S Plus (excluding 70 Lexiang Edition) models; The financial subsidy policy is aimed at all AION models (excluding AION's dazzle/charm).
In addition, on February 1 day, Aian also released a new version of AION S Plus70, with a price of 149800 yuan. In the eyes of many consumers, AION S Plus has a good product strength, and the price close to the people has made it obtain good sales. It is worth noting that the total sales volume of this car reached 1 16332 in 2022.
In the field of electric drive, which is one of the cores of the three major power companies, Ai 'an has released many achievements around the independent research and development and industrialization of IDU electric drive system. According to Ian's prediction, a new generation of high-performance integrated electric drive technology will be released on March 3, followed by the new AION Y model released on the 7 th.
In the future, AEON will continue to expand the scale effect, further consolidate its market position and achieve the sales target of 500,000 yuan.
February delivery: 16620 units.
The product matrix is expanded, and the mileage anxiety is solved by adding program motor.
In February 2023, Li * * * delivered 65,438+06,620 new cars, up 97.5% year-on-year and 9.8% quarter-on-quarter. In our opinion, the reason for the sharp increase in sales volume is inseparable from its rich product matrix. You know, in the same period of 2022, there is only one model in the ideal exhibition hall, and one is Li.
On February 8th, Li's first five-seater SUV Ideal L7, was officially released, and its products have covered the five-seater vehicle field with larger market space. It is reported that the new car will be delivered in early March. At the same time, the replacement model L8 of Li ONE has increased the air version, and the price has also dropped by 20,000 yuan compared with the original minimum model. Lower prices also let consumers see the benefits of real money!
It is worth noting that Li mentioned in the financial report released not long ago that thanks to the healthy business model, Li's products have been widely recognized by more and more home users, and the demand continues to be strong. Based on this, Li's prospect for the first quarter of 2023 has once again reached a new high, with an estimated delivery volume of 52,000 to 55,000 vehicles, up 64.0% to 73.4% year-on-year. According to this forecast, the delivery volume of Li may exceed 20,000 vehicles in March!
Ideal is different from its rivals when entering the field of car-making, and chooses extended-range electric vehicles as the main research and development direction. During daily short trips, it is more economical to use batteries to drive vehicles, and the electricity bill is more economical than the oil bill. When driving for a long distance or lack of power, the range extender will convert fuel energy into electric energy, and then drive the vehicle. In other words, users don't have to worry about mileage anxiety at all, plus their own high configuration and good price advantage in the same level, which is the secret of ideal success!
Weilai Automobile delivered in February: 12 157 units.
Cars account for a relatively large proportion and will surpass Lexus in 2023.
In February 2023, Weilai Automobile delivered 65,438+02,65,438+057 new cars, up 98.3% year-on-year and 42.9% quarter-on-quarter. Among them, 5037 SUVs and 7 120 cars were delivered. Weilai Automobile predicted in its annual financial report that the delivery volume in the first quarter of 2023 would be 365,438+0,000 to 33,000 vehicles. As the "big brother" with the richest product line in the new power camp, it seems not difficult to realize such expectations.
On February 2 1 day, Weilai announced the construction target of power exchange station in 2023, increasing from the original 400 to 1000, and more than 2,300 power exchange stations will be built in 2023.
At NIO Day 2022 at the end of last year, Li Bin, the founder of Weilai Automobile, publicly stated that 2023 will be the sales release year of the second-generation platform, and three new cars will be released next year. It is expected that the overall sales potential of the second generation platform will be seen in the fourth quarter of next year.
As for the sales target in 2023, Weilai Automobile said it would surpass Lexus. For reference, the sales volume of Lexus in China in 2022 was 654.38+083.9 million, down 654.38+08.6% year-on-year. In other words, the sales target of Weilai Automobile in 2023 is about 200,000 vehicles.
Nezha Auto delivered in February: 10073 units.
I can't get rid of the dilemma of low-end models for the time being.
In February 2023, Nezha delivered 65,438+00,073 vehicles, up 42% year-on-year and 67.4% quarter-on-quarter. Compared with the performance of more than 654.38+0.5 million vehicles in the second half of 2022 (from August 2022 to 65,438+065,438 438+ 10/October), the gap is still obvious.
In response to Tesla's sudden price reduction, Nezha Automobile also reduced its highest price, Nezha S, in a disguised form in early February, that is, consumers can enjoy a deposit of 5,000 yuan from February 4 to February 27, which is equivalent to a disguised price reduction of 1.5 million yuan.
At present, the main sales force of Nezha Automobile is Nezha V (79,900 yuan-654,380 yuan+023,800 yuan) and Nezha U (65 654,380 yuan+023,800 yuan-654,380 yuan+085,800 yuan), and the delivery volume of the two cars in 2022 is 98,847 and 5,654,380 yuan respectively. Relying on the mountain and sea platform, Nezha S has greatly improved its intelligent driving ability, including high-speed navigation, city navigation, memory parking, magic calling and other functions. Unfortunately, these functions are all under planning and are expected to be implemented in 2023 and 2024.
Nezha S, regarded as a high hope, has been delivered for four months, and its overall performance seems to be unsatisfactory. It can be said that it is difficult for high-end models to replace Nezha V and Nezha U as sales pillars. I wonder if the extended range version launched by Nezha S this year can catch up with the east wind of extended range?
Xpeng motors delivered in February: 60 10.
I wonder if Wang Fengying's entry into Tucki can promote sales.
In February 2023, Xpeng Motors * * * delivered 6,065,438+00 new cars, down 3.4% year-on-year and up 65,438+05.2% month-on-month. Although the sales volume in Tucki has increased compared with last month, such sales data is almost one third of the ideal in the same month!
At one time, Tucki was regarded by many people as the only brand that Wei Xiaoli could compete with Tesla. The continuous decline in sales has made it the first brand of Wei Xiaoli to fall into the first echelon.
Tucki officials pointed out that the international market will be further explored this year. In February, two stores in Denmark and the Netherlands opened, and the first service center in Europe in Le Ronnskog, Norway also opened and put into use. Since March, the urban NGP function will be launched on various models in cities such as Shenzhen and Shanghai, bringing convenient intelligent driving experience to more users.
It is worth mentioning that on June 30th, 65438, Xpeng Motors officially announced that Wang Fengying, the former president of Great Wall Motor, joined Tucki as the president. It is said that she will be fully responsible for Tucki's product planning, product matrix and sales system. Shortly after President Wang took office, he set the goal of "the sales volume will reach/kloc-0.00 million in three years and the market value will reach/kloc-0.00 billion in five years". I don't know if Wang Fengying, who has always been famous for his sales ability, can really help Xpeng Motors in sales.
Krypton vehicles delivered in February: 5,455 vehicles.
The factory stopped production and upgraded, and its performance was on the right track.
In February 2023, Geely Automobile delivered 5,455 new cars, up 87. 1% year-on-year and 75. 1% quarter-on-quarter. Extreme Krypton Automobile previously said that in June 5438+10, the company's car factory experienced a 2 1 day shutdown and upgrade. This has had a certain impact on the production and delivery of krypton vehicles in the near future. With the completion of the factory renovation, if the sales of krypton cars continue to improve, their delivery will continue to rise in the next few months.
In addition, Krypton is still rapidly improving the layout vacancy of the SUV market. On February 3rd, the third model named Extreme X was officially announced. The new car was positioned as a brand-new luxury all-around SUV, which was built based on the broad architecture of SEA. Krypton space indicates that the birth of X marks the beginning of a new era of urban travel and a new solution to urban travel life.
It is worth noting that in February of 13, Krypton announced the completion of Series A financing of $750 million, with a post-investment valuation of1300 million. Professor Amnon Shashua, founder and CEO of Autopilot technology company Mobileye, and five institutions represented by Contemporary Amperex Technology Co., Ltd. participated in the investment. The five investors have rich industrial resources in the fields of intelligent driving, power batteries, innovative materials and high-end equipment manufacturing. It will help the company to further innovate and develop in the upstream and downstream of the industrial chain, and I believe it will help to enhance product strength.
AITO requires delivery in February: 3505 units.
The cooperation with Huawei will be further deepened.
At the beginning of March 2023, AITO didn't come up with a beautiful sales poster. We obtained its sales information by combining relevant market financial reports. Specifically, the sales volume of Tianhong New Energy Vehicle was 6,577, a year-on-year increase of103.69%; Among them, the sales volume of Sailis Automobile (AITO series) in February was 3,505 vehicles, down 2 1.7% from the previous month.
In February, the joint business cooperation between Cyrus and Huawei can be said to be a step closer. On February 25th, Cyrus and Huawei signed an agreement to deepen their joint business. Based on the long-term and in-depth cooperation between the two parties in the smart car business, the production and sales of new energy vehicles will reach 1 10,000 vehicles in 2026. At the same time, a new platform will be launched. The first flagship model under the new platform is scheduled to be released in 2023, equipped with advanced intelligent driving system, and a number of new models will be launched one after another.
According to the agreement, the two sides will further promote the establishment of a joint innovation center. Sailis will cooperate with industrial resources to promote the application of new technologies, new materials and new processes in cooperative vehicles; Huawei terminals will give full play to the advantages of intelligence, digitalization and user experience design, including advanced intelligent driving and HarmonyOS cockpit. I believe that new cars in the future will be more competitive.
Delivery of retail cars in February: 3 198 units.
After the sharp price reduction, I wonder if the sales volume can return to the peak.
In February, 2023, 3 193 cars were delivered by car at zero speed, down by 7% year-on-year, and on the basis of 10139 cars in October, it increased by 180% month-on-month. Prior to this, the delivery of zero-running cars had exceeded 65,438+0,000 vehicles for five consecutive months (May-September, 2022), reaching 65,438+0,250 vehicles at the highest. Even at the beginning, many people thought that the zero sports car might be able to squeeze into the first camp of the new forces to build cars. However, through the comparison before and after, it can be seen that the delivery of zero sports cars has experienced an "overall decline".
It is worth noting that at the 2023 new product launch conference held on March 1, Zero Run Automobile made a comprehensive price adjustment for its various models. Among them, the main sales model, Zero Run T03, as a small SUV with a price of less than 654.38+10,000 yuan, the highest price reduction reached 22,600 yuan; Zero run C0 1 The price reduction is as high as 44,000 to 58,000; The zero-run C 1 1 pure electric version has a price reduction of 30,000 yuan; Compared with the pre-sale price, the official price of the zero-run c1/extended-range version is reduced by 1000 to 14200 yuan. Zero sports car has also become the biggest price reduction behavior of car companies since the beginning of 2023. After such an operation, many people think that zero running is a "price butcher"!
Skyworth automobile 65438+February delivery: 1476 units.
Technology comes from BYD, why buy Skyworth?
In February 2023, Skyworth delivered 65,438+0,476 vehicles, of which 323 were exported overseas, up 24.2% from the previous month. Although Skyworth's data is not very good in the new energy automobile industry, we must know that Skyworth Automobile was established less than two years ago. At present, only the pure electric SUV Skyworth EV6 and the hybrid SUV Skyworth HT-i are on sale. It seems understandable that such achievements have been made in this context. & lt/span
This article comes from a report by the author of Easy Car Number, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.