After experiencing the february of the off-season of car sales, the March delivery volume of the new car-making forces ushered in a "V-shaped" reversal, almost all of which exceeded 10,000.
In terms of the release time of the results, this time zero runs did lead the way, and the news that its delivery volume exceeded 10,000 for the first time was disclosed early. In March, zero-run delivered a total of 10,059 new cars, an increase of 193% month-on-month, and the monthly delivery volume increased by more than 200% for 12 consecutive months. In the first quarter of 2022, the company delivered 21,600 units, an increase of 410% year-on-year.
Both the number and the growth rate have injected a shot in the arm for the zero-run cars that are preparing for the IPO. In the second quarter, Zero Run will also launch the pure electric medium and large sedan Zero Run C01 based on the C platform, and delivery will begin in the third quarter.
Monthly delivery volume of new power car companies in 2022 changes
As for the leading March sales, it is the new force that sold the crown xiaopeng automobile (09868.HK in 2021). Xiaopeng delivered 15,400 units in March, up 202% year-on-year and 148% month-on-month. Among them, the strong model Xiaopeng P7 sold 9183 units. Xiaopeng delivered a total of 34,500 units in the first quarter, up 159% year-on-year.
In the previous xiaopeng earnings meeting, the company's senior management had said that Xiaopeng Automobile's new orders at the end of the month and the first half of March quickly picked up, close to the peak season level in December 2021, and a new model G9 will be launched in the follow-up this year. However, due to the impact of the epidemic and the supply chain, Xiaopeng Automobile's delivery cycle is longer, and Xiaopeng said that it will strengthen the battery supply chain and strive to shorten the speed of supply.
The second in terms of sales is Nezha, whose March delivery volume was 12,000 units, an increase of 270% year-on-year; of which Nezha V car series delivered 8122 vehicles, which is expected to win the pure electric SUV sales champion for 6 consecutive months; the cumulative delivery volume in the first quarter exceeded 30,000 units, an increase of 305% year-on-year.
Ideal Cars delivered 11,000 Ideal ONE units in March, up 125.2% year-on-year, and delivered a total of 31,700 units in the first quarter, up 152.1% year-on-year. Ideal ONE has delivered a total of 155,800 units.
However, Shen Yanan, co-founder and president of Ideal Auto, said that due to the impact of the epidemic in the Yangtze River Delta, the shortage of parts supply has affected production, and we are taking more measures to ensure the supply of parts, ensure production as much as possible, and shorten the waiting period for booking ideal ONE users.
While the delivery volume is picking up, the most important thing for the ideal is the new model ideal L9 to be released in April, which is expected to be priced at 450,000 to 500,000 yuan, and the high-end model may bring new growth space to the ideal car.
NIO delivered 9,985 vehicles in March 2022, up 37.6% year-on-year. Deliveries included 9,822 advanced smart electric SUVs, including 1,726 ES8, 5,064 ES6 and 3,032 EC6, and 163 ET7s, NIO's new flagship premium smart electric sedan, which began deliveries of the ET7 on March 28.
In the first quarter of 2022, NIO delivered a total of 25,800 vehicles, setting a new quarterly record, up 28.5% year-on-year. As of March 31, 2022, NIO's cumulative deliveries reached 192,800 units.
In late May 2022, the company plans to launch the 2022 NIO ES8, ES6 and EC6 models equipped with the latest digital cockpit hardware, as well as a digital cockpit upgrade program for existing users. At the same time, the company's new NIO ES7, a medium-sized five-seat SUV equipped with NIO Technology 2.0 (NT2), will also make its debut.
It is worth mentioning that the collective price increase of car companies in late March may also be one of the important reasons affecting sales. Before the delineated price increase timeline, various car companies received some "sprint" orders, and some models were even hot enough to sell exhibition cars.
And Weilai, which chose not to increase prices in the price increase tide, missed this sprint period. At the same time, because WEILAI is in the process of product replacement and update, even if there are users who intend to buy a car, they will give priority to new models, and when the new car is opened for delivery, its delivery volume is expected to be improved.