February new power shuffle: LI, NIO, ZEEKR have soared, Xpeng fell out of the top three

On March 01, BYD Auto put its own February sales results on its homepage and pushed them to major new media platforms and automotive platforms. The reason why BYD is so positive is that after an unbearably cold January, BYD quickly passed the "Spring Festival pain" at the beginning of the year. In fact, BYD still delivered 117,000 units in the first month of the year, and in this second month, more than 190,000 units directly to achieve a high 119% year-on-year growth, such results in the entire new energy market can be described as a ride. In addition to BYD, in the announced army of new energy vehicle brands, most of the brands monthly sales are only a few tens of thousands of units, while the new forces of car manufacturing, where it can break through 5 figures that have the opportunity to become the industry leader. Here, let's take a look at those chasers behind BYD and see how they did in February.

First place: LI Auto

Delivery volume: 16620

In the process of discontinuing the LI ONE and taking over with the LI L7/L8, the LI was defended by many owners, but this did not prevent the LI L8 and LI L9 from shining in their respective segments and continuing to help the LI occupy the top position in the market. There is no technology like "NIO, Xpeng", but the product keeps refreshing the cabin space and seats to emphasize comfort, and optimizing the car system to improve the fluency, which can be directly felt by users. As the first new force to focus on range extender, the LI triboelectric efficiency and a large number of advanced standard features can also make users feel their "real money", this high-end pragmatic route is the LI way to success.

LI

 

Second place: NIO

Deliveries: 12,157 units

As early as 2018, NIO surpassed BMW and Mercedes-Benz in terms of average transaction price and successfully entered the mainstream luxury car market. Although NIO's process in Europe is thundering, it is able to directly benchmark Tesla's L3-level autonomous driving, 3-second zero-hundred performance, and a large number of configurations such as carbon fiber wheels, electric suction doors, full Nappa leather, etc. that surpass the same level of BBA, all of which are allowing NIO to The NT2.0 is a new model that has been designed to be the best in the market. In addition, NT2.0 brings the Adam supercomputing + Aquila super-sense combination, which makes NIO enough to laugh in the intelligent field.

Third Place: NETA Motors

Deliveries: 10,073 units

 NETA Motors

 

NETA, with its many big brother endorsements, is still a bit short of its peak, but with a solid product end and a strong focus on the public travel market, it still makes it into the top three of the new forces. Objectively speaking, NETA is far less recognizable than NIO, Leapmotor, or AITO, but its focus on the second and third tier and public travel markets has helped it accumulate a lot of sinking users, which is undoubtedly the key to NETA's success in the top three.

Fourth place: Xpeng Auto

Delivery volume: 6010 units

Since the founder He Xpeng and 27 shareholders "quit", there are constantly gossip exposure Xpeng car all kinds of negative news, a big feeling to rush back. As the lowest threshold brand in the three Uygur, Xpeng in the car and SUV market layout is still very targeted, P7, G9 focus on high-end groups, P5, G3 cover more families, which is also the reason it can maintain the fight in a difficult situation three can. Just when it wants to push LIDAR on some entry models, but inevitably the contradiction of product and target user mismatch, either let let the entry car main range and practicality, or let the threshold of NGP is lower, which is perhaps the effective way that P5 and other cars can get rid of the declining trend.

Fifth place: ZEEKR

Deliveries: 5455 units

Xpeng

 

The ZEEKR has become an accidental hit in the past two years, and its separation from the Link brand made it questionable at birth, but the ZEEKR 001 actually sits at the top of the 300,000 yuan-class smart electric car category, and relies on a series of sensing hardware upgrades to allow the ZEEKR AD to deliver on the promise of L3-level autonomous driving, and now it has acquired the Kirin battery from Ningde Time, allowing the ZEEKR 001 to precede the solid-state battery-equipped NIO achieved a thousand-kilometer range and ushered in the threshold down the ZEEKR X. Although it is currently a reputation has declined, it still has great potential in the user layer precisely positioned.

Sixth place: AITO

Deliveries: 3505 units

AITO

 

The cooperation between Ceres and Huawei brings DriveONE pure electric system and HarmonyOS intelligent cockpit with minimal cost, and this makes Yu Chengdong dare to give the AITO series models with all kinds of amazing titles and call fuel cars obsolete. But when the AITO M7 encountered in the Paul Research "A-pillar incident", its market reputation has been declining, coupled with the parent company Sailis SF5 is also a single year to maintain the rate of discount, Huawei and began to build their own cars, the market rebound, AITO decline seems to have a feeling of a chicken feather.

Seventh place: Leapmotorner

Delivery volume: 3198 units

The CTB battery-vehicle-body integration technology, which was first implemented in the Leapmotor C11, has also proven to be effective in optimizing the ride space and actual range in practice, however, from adjusting the price of low-end models to the lack of brand power in the high-end market, this has gradually brought the Leapmotor into an imbalanced state. The imbalance in product positioning and the loss of the main CTB technology in the case of NIO and ZEEKR, which have been making efforts to achieve 1,000 km range, have made the Leapmotor "broken" at this stage of competition.

Eighth place: VOYAH Motors

Delivery volume: 1107 units

After announcing the order of 10,000 units of chasing light, VOYAH Motors, which claims to be a central enterprise manufacturing car, is continuously going downward, and in the case of launching new models on one side, it has fallen to the embarrassing situation of monthly sales of more than 1,000 units. With the Spring Festival Gala "sending car", MANGO TV support, and the big order from the central enterprise endorsement, the start of VOYAH is quite high, but with the LI above and the AITO asking the world, the awkward positioning of VOYAH among the new forces is always difficult to break through, especially in the two core aspects of intelligence and performance, making it difficult to make a breakthrough in the new energy market. It is very difficult for VOYAH to get the main seat in the new energy market, where the advantage of technology innovation is the first.

Overall, the car market and the new energy market in February were as late to spring as the recent weather, and most of the new car makers also achieved significant growth. But what can be seen is that technology has become the most critical knife of competition in the new energy market, and the era of trying to take advantage of design is gone. Even the vocal BYD is also in partnership with Nvidia, Horizon, and speeding up self-research LIDAR and other intelligent core, AITO, VOYAH what reason is there not to work hard?

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