New power May sales announced LEADING IDEAL car again won the sales champion many car companies break 10,000 collectives out of the trough
On the eve of the Dragon Boat Festival, a number of new car makers such as LEADING IDEAL, NETA, and XPENG announced their 2022 May delivery date. As we can see from the data, most of the manufacturers' delivery data has increased significantly. Compared to the disastrous April, the new forces have gradually returned to normal levels in May after experiencing supply chain shutdowns and store closures caused by epidemic prevention and control, and the resumption of work and production in major cities has been smooth. New high.
From the delivery data we have collected so far, LEADING IDEAL Auto delivered 11,496 new vehicles in May, up 165.9% year-over-year; XPENG Auto delivered 10,125 new vehicles, up 78% year-over-year; NETA Auto delivered 11,009 new vehicles, up 144% year-over-year; LEAPMOTOR Auto delivered 10,069 new vehicles, up 200% year-over-year, a record high; and ZEEKR delivered 4,330 new vehicles, up 102.5% year-over-year. The company also delivered 4,330 new vehicles, up 102.6% year-over-year; AITO, with its single vehicle, the AITO M5, sold 5,006 units in May, an equally impressive result.
LEADING IDEAL Auto
Sales in May: 11,496 units, up 165.9% year-on-year
Total sales from January to May: 47,379 units
Anyone who is concerned about LEADING IDEAL Auto knows that LEADING IDEAL Auto currently has only one model on sale - LEADING IDEAL ONE, and winning the new power sales championship just by virtue of a single car is already a common occurrence for LEADING IDEAL. This is a testament to its excellent product power. This time, the sales exceeded 10,000 again, which shows that the overall sales have improved significantly after the factory resumed work and production. At present, LEADING IDEAL is working with suppliers to actively restore production capacity under the requirements of epidemic prevention and control, so that users who have placed orders can mention the new car as early as possible.
Although the production capacity has been improved and the sales volume has also reached a very rapid increase, the production of LEADING IDEAL Auto's Changzhou plant has still not fully returned to normal and there is a problem with parts supply tension, so it will also lead to some users' new cars to pay for the delay. It is believed that after the production capacity is fully restored, the backlog of orders for the LEADING IDEAL ONE will be further released centrally, allowing the delivery volume to achieve a new breakthrough again.
It is worth mentioning that the LEADING IDEAL ONE will soon also say goodbye to the situation of single-handedly, its new large SUV model - LEADING IDEAL L9 has also officially opened the pre-sale before. The new vehicle is between the size of Mercedes-Benz GLS and BMW X7 and also adopts the extended-range hybrid system, and the range extender will use a 1.5T engine. The vehicle also comes with a larger battery and fuel TANK capacity of 44.5 kWh and 65 liters respectively, which gives it a combined range performance of 1,200 kilometers.
NETA Motors
May sales: 11,009 units, up 144% year-over-year
Total sales from January to May: 49,974 units
According to NETA's latest official delivery figures, NETA delivered a total of 11,009 new vehicles in May, up 144 percent year-over-year, achieving 23 consecutive months of year-over-year growth since July 2020. In terms of cumulative sales, NETA's cumulative deliveries from January to May reached 49,974 units, a 213 percent jump year-over-year. NETA's 10,000 deliveries in May could not have been achieved without the sales contribution of NETA U and NETA V. On April 6, these two vehicles were followed by the launch of the 2022 NETA U-Wise and 2022 NETA V-Tide, the former with six models and an official price of RMB 117,800-179,800 after subsidies, and the latter with five models and an official price of RMB 74,900-93,900 after subsidies.
Since November 2021, NETA has been selling over 10,000 units per month and has been named a "dark horse" in the industry many times. In April of this year, NETA was ranked as the top new car maker in terms of terminal sales, placing it among the top five new energy car makers in terms of terminal sales, confirming its "dark horse" status. However, NETA's CEO seems to be unhappy with the April sales, saying, "I think we did very well in April, the original plan was to secure 12,000, 15,000 deliveries, but then we only made less than 9,000 cars." This shows that NETA's true strength is not yet in play.
Consumers who know NETA Motors know that NETA started in the B-side market and then moved to the C-side market. Zhang Yong has stated that "the target market is mainly C-end private users." Thanks to the rapid expansion of the channel, NETA Auto's personal users will account for 83% in 2021. Among them, users from Tier 1, New Tier 1, and Tier 2 cities account for approximately 64%. By the end of March this year, NETA Motors had 349 offline channels, including 82 directly managed stores. According to NETA Motors' plan, NETA Motors will break 100 directly managed stores by 2022 and expand its terminals to 250 cities.
XPENG Auto
May sales: 10,125 units, up 78% year-over-year
Total sales from January to May: 53,688 units
From the latest delivery data officially released by XPENG Auto, the delivery volume of XPENG Auto reached 10,125 units in May, an increase of 78% year-on-year. In terms of cumulative deliveries, the cumulative deliveries from January to May reached 53,688 units, an increase of 122% year-on-year. In terms of specific delivery information, the XPENG P7 continues to be the main sales force for the brand, with 4,224 units sold in May, while the XPENG P5 and XPENG G3i also delivered 3,686 and 2,215 new vehicles in May, respectively.
Based on the orders piled up by XPENG, there is hope that June deliveries will continue to rise beyond this month. Although June to August is said to be the traditional low season for the Chinese auto market, the number of orders from the peak season of March to May will be reflected in the next few months. Meanwhile, with the introduction of the car purchase subsidy policy on May 31, it will give the domestic auto market a shot of "stimulant", and also bring greater dividends for domestic consumers and manufacturers, although there is still pressure on sales, it is expected that in the short term the terminal sales of cars will be significantly higher than the ring.
In terms of production capacity, affected by factors such as supply, down 42% YoY, as the core supply chain accelerates the resumption of work and production, XPENG Auto resumed double-shift production at the Zhaoqing plant in mid-May to accelerate delivery of the large number of orders on hand accumulated since the G1, fires and will accelerate delivery to meet user demand. The G9, which was just unveiled at the Guangdong-Hong Kong-Macau Motor Show, will also be officially launched and put into production in the third quarter of this year, and it is believed that the new car will also bring another boost to the sales of XPENG Auto.
LEAPMOTOR Car
May sales: 10,069 units, up 200% year-on-year
Total sales from January to May: 40,735 units
The latest delivery data released by LEAPMOTOR in May shows that LEAPMOTOR delivered a total of 10,069 new cars in May, a new high for the brand's single-month delivery volume, and has achieved year-on-year growth of 200% for 14 consecutive months. 2022 January-May, LEAPMOTOR's cumulative sales have reached 40,735 units, a year-on-year growth of 419.3%. The current zero-run car models on sale are S01, T03, and C11, and not surprisingly this time it is still the T03 mini car that is holding up most of the sales, with the C11 and S01 accompanying it.
It is worth mentioning that the fourth model of zero-run car, C01, has been officially opened for pre-sale on May 10, and the number of orders so far has exceeded 48,000 units, which is very promising to become the next explosive model of zero-run car. The new car is located in a medium to large SUV, equipped with the world's first battery pack-free CTC technology. The current 48,000+ orders are believed to be very significant for LEAPMOTOR's total annual sales if pre-sale orders can be converted into large numbers, and can bring greater pressure on competitors.
NIO
May sales: 7024 units, up 4.7% year-on-year
Total sales from January to May: 37,866 units
Looking at the latest delivery figures released by NIO in May, NIO delivered a total of 7,024 new vehicles in May, up 4.7 year-on-year and 38.4% sequentially. Compared to brands such as LEADING IDEAL, XPENG, and NETA, which have achieved over 10,000 units, NIO's sales are up but not significantly so, and it is still in a weak sales phase, having not achieved over 10,000 units for 5 months as of now.
Overall, NIO has delivered 37,866 vehicles year-to-date in 2022, up 11.8% year-over-year. As of May 31, NIO has delivered a total of 204,936 new vehicles, breaking the brand's 200,000 mark. Meanwhile, a new milestone was reached in May this year when NIO's 200,000th production vehicle was officially delivered in Chongqing, and that 200,000th production vehicle was an NIO ET7.
In April, due to the epidemic, NIO announced a complete vehicle production shutdown, with supply chain partners located in Jilin, Shanghai, Jiangsu, and many other locations shutting down production one after another, and parts inventory once depleted. As a result, NIO's production and sales are expected to decline further. On April 10, NIO also announced that the starting price of ES8, ES6, and EC6 had been increased by 10,000 RMB, and the rental fee for Bass long-range battery had been increased from 1,480 RMB/month to 1,680 RMB/month. ".
AITO Motors
May sales: 5006 units
Cumulative new car deliveries for the brand: 11,296 units
According to the May sales announced by SERES, its May sales reached 5,440 units with the AITO M5, and sales rose continuously from March to May. For SERES, which is just entering into the new force of car manufacturing, it is very good to achieve such results in a short period of time with the AITO M5. Since the launch of the delivery M5 in March, the monthly sales have continued to rise, and the cumulative deliveries exceeded 10,000 units in only 87 days, which is the fastest record for a single model of the brand to break 10,000 deliveries.
It is worth mentioning that after March, under the complex market background such as recurring epidemic and lack of raw materials, the manufacturing system and intelligent factory of SERES played an important role in providing a strong guarantee for the production and delivery of products. Take Chongqing Liangjiang Smart Factory as an example, it is built according to Industry 4.0 standards, with over 1,000 robots operating together and 100% automation of key processes. At the same time, in order to continue to enhance manufacturing strength, the SERES Phoenix Smart Factory, also built in accordance with Industry 4.0 standards, will also be put into operation soon, with sufficient capacity to cope with future deliveries and fully guarantee the stability of the production end.
2022 is a key year for the development of new energy vehicles. To further enhance the user experience, the new model AITO M7 will also be launched in the near future. In the future, with the favorable policies of the new energy vehicle market coming into effect, SERES will continue to achieve steady growth in sales through rapid layout at the product and channel levels.
ZEEKR Motors
Sales in May: 4330 units
Total sales from January to May: 14,708 units
ZEEKR Auto also announced the brand's latest delivery data for May on June 1. Its brand, which also currently has only one product, the ZEEKR 001, on sale, reached 4,330 units in May by virtue of its single vehicle deliveries, a 102.6 increase from the previous month, refreshing the brand's latest record for single-month deliveries, with 14,708 new vehicles delivered in total from January to May. From the delivery of the first production vehicle on October 23, 2021, to the unlocking of the delivery of 20,000 new vehicles on May 28 this year, ZEEKR took only 217 days, which is very rare among new car makers.
This performance is also achieved under the influence of various "force majeure", the impact of the epidemic over the years has always been, and under the influence of the local epidemic, a series of chain reactions, which for the ZEEKR 001, a product with a starting price of 299,000 yuan, the impact is immense, after all, in the past few In the past, few consumers were willing to spend nearly $300,000 on a Chinese-made car. The fact that it has achieved this level of performance shows that the brand power of the ZEEKR is recognized by more consumers, and the product power of the ZEEKR 001 is proportional to its price point.
In conclusion
Although the current market is plagued by the epidemic, lack of cores, price increases, and other factors, with the gradual stabilization of the supply chain in May, the new powerhouses are showing signs of sales rebounding. From the sales list, the Wei Xiaoli pattern that previously occupied the list for a long time has been broken, Wei has not achieved sales of more than 10,000 for 5 consecutive months, and its position is being gradually outlawed by LEAPMOTOR Auto. In addition to the gradual stabilization of the supply chain, a series of policies to promote domestic bulk consumption were issued on May 31, which included some bonuses regarding new energy vehicles. I believe that in the next few months, the new forces will continue to restore the state, and perhaps with the release of orders will usher in a wave of small climax, let's wait and see.
