【EV Vision Report】In the past March, for the development of the domestic new energy automobile industry, there was a gradual upward trend. Judging from the car companies that have released March sales so far, most of them have sold more than 10,000 yuan per month, especially the return of traditional OEMs, which makes the domestic new energy vehicle market in March very impressive.
First of all, BYD Automobile has won the top spot in March sales with a single month of breaking 100,000, while in the new strength car-making camp, GAC Aean ranks first, followed by the same new strength players, Extreme Kr Automobile and Lantu Automobile. After that, the camp of new car-making forces has also undergone no small changes. Xiaopeng Automobile returned to the first place, Nezha Automobile still maintained the second position, the ideal car fell third, the zero-run car made progress and jumped to the fourth, Weilai Automobile ranked fifth, and Hechuang Automobile ranked sixth.
The main engine factory has exceeded 100,000 monthly sales, and BYD's new energy matrix has led the way
BYD's initial sales in 2022 can be described as soaring. In January, BYD's sales volume was 95,422 vehicles, with new energy models accounting for 92,926; in February, the brand's sales were 90,268, and the number of new energy models reached 87,473. In the march sales released recently, a total of 104338 vehicles were sold in the whole series, an increase of 160.9% year-on-year. Among them, dm plug-in and hybrid models sold a total of 50674 units, a year-on-year surge of 615.2%. A total of 53,664 EV pure electric series models were sold, an increase of 229.2% year-on-year.
In detail, the Han family of the BYD Dynasty series sold a total of 12,359 vehicles in March. As a medium and large sedan, both the appearance design and the driving experience have a very bright performance. Among them, on March 19, Han DM-i and DM-p officially opened pre-sale, and within a few hours, they received 12,000 orders, which is enough to see the consumer's recognition of this model, and also revealed that BYD Han has gained a firm foothold in the high-end market.
Another member of the Dynasty series, the Tang family, sold a total of 9,625 units in March, and this medium-sized SUV that focuses on space and rides has a new chapter with better fuel economy performance under the blessing of DM-i hybrid technology. In addition, the MID-range BYD Qin family sold 24,797 vehicles in March, the Song family sold 26,729 vehicles, and the Yuan family sold a total of 12,881 vehicles in March. The bydir Dolphin, which has just been launched, also has a relatively bright performance, with sales reaching 10,501 units in March. It can be said that BYD has fully blossomed in the new energy model market, from the mid-end to the mid-to-high-end model, and its achievements are very impressive.
The new strength camp 丨 GAC Aean is firmly sitting in the market segment, followed by Extreme Kr and Lantu
As one of the representatives of the new strength of car manufacturing, GAC Aean has been in a hot situation in the field of pure electric vehicle sales since the independence of the brand. Among them, sales in January 2022 reached 16,031 units, an increase of 118% year-on-year. However, due to the Spring Festival holiday and the expansion of factory production capacity, GAC Aeon sold only 8,526 vehicles in February, an increase of 163% year-on-year. The number has decreased significantly. However, with the completion of the expansion and upgrading of factory capacity in February, and the innovative play and change of Aeon in technology, products, channels, marketing and other aspects. GAC Aeon has a new performance in sales.
According to gac Aeon's official March sales volume, in March 2022, GAC Aeon sold 20,317 new cars, an increase of 189% year-on-year. Its AION Y, AION S Plus, AION V Plus are already the top models in the corresponding market segments, firmly occupying the 150,000-250,000 yuan market, and the renewal of AION LX Plus at the beginning of the year has also further enriched and improved the product matrix of Aion. Next, Aeon will accelerate its efforts in capacity layout and new model research and development, and Aeon will launch a supercar model with an acceleration time of 0 to 100km/h of 1.9 seconds this year to further enrich the product lineup.
At present, in February this year, the second phase of gac Aeon's intelligent ecological factory capacity expansion project has been completed, so the annual production capacity of GAC Aeon has been smoothly increased to 200,000 vehicles. The capacity construction project of GAC Aean's second plant will also be completed and put into operation by the end of this year, with an annual production capacity of 200,000 vehicles. That is to say, by the end of this year, GAC Aean will have an annual production capacity of 400,000 vehicles, which is enough to meet the demand for orders.
A total of 1,795 ZEEKR 001 units were delivered throughout March, and as of March 31, 2022, the cumulative number of ZEEKR 001 deliveries reached 14,248 units. Extreme Kr said that the delivery efficiency in March was affected by the epidemic and chip supply. However, under the supply chain dilemma faced by the whole industry, Extreme Kr has always maintained close communication with supply chain partners to ensure delivery. In addition, at present, the Extreme Kr brand still has only one model of Extreme Kr 001 on sale, but it has not been adjusted in the near future like other brands.
It is worth mentioning that on March 23, Extreme Kr Auto began to push the official version of ZEEKR OS 2.0, which involves 33 ECU units, adds 5 new functions, and optimizes 59 functions for the user feedback of ZEEKR OS 1.1.1, and will update the version several times this year. In addition, according to the official, with the arrival of a new batch of core components at the end of March, it is expected that production and delivery will be significantly improved in April.
Landu Auto announced its March sales figures. Throughout The month of March, a total of 1,400 units of its model, the Lando FREE, were delivered, an increase of 89% month-on-month. Although the total amount is not much, but after all, it has only begun to be delivered for 8 months, compared with the former "Wei Xiaoli", the delivery volume of Lantu is now worth affirming.
From the launch of deliveries in August 2021 to March 31, 2022, the cumulative delivery volume of LandoFRE has reached 10,484 units. On March 31, Lantu officially announced that the Landu FREE pure electric model was raised by 10,000 yuan, and the extended range model was temporarily not adjusted. The following prices will come into effect from May 1. Therefore, before the price increase of The Lando FREE pure electric model in April, it is very likely to receive a batch of orders, and the sales volume of the Lando FREE will rise in April.
New force camp丨 Xiaopeng Automobile regained its laurels, Nezha, Zero Run to catch up
Xiaopeng Automobile's performance in recent years has been very significant, in the whole of March, the total sales ranked first in the new car-making forces, a total of 15,414 units were delivered, an increase of 148% month-on-month and an increase of 202% year-on-year. Despite the challenges of the epidemic and supply chain, the cumulative delivery volume of Xiaopeng Automobile in the first quarter still reached 34,561 units, 2.6 times that of the same period last year, and as of the end of the first quarter of 2022, the cumulative delivery volume of the historical cumulative delivery volume has exceeded 170,000 units.
Among them, in the whole of March, Xiaopeng P7 is still the main sales force, with deliveries reaching 9183 vehicles, which is very close to breaking 10,000 sales. Another sedan, the Xiaopeng P5, saw significant sales growth, delivering 4,398 units in March and 10,486 vehicles in the first quarter, an increase of 38% over the fourth quarter of last year. In addition, the Delivery Volume of the Xiaopeng G3 Series was 1833 units. After that, Xiaopeng Automobile's new medium and large SUV, Xiaopeng G9, is also about to be launched and will be delivered in September. According to this trend, this year's Xiaopeng Automobile will have a great chance to win the championship of the new car-making forces.
In order to accelerate the delivery of the large number of on-hand orders brought in from 2021 and the new orders added this year, Xiaopeng Automobile completed the technical transformation of the Zhaoqing plant during the Spring Festival. Entering the second quarter, a number of hot-selling models of Xiaopeng Automobile will usher in a full force. With a rich product matrix and forward-looking sales, service and charging network, Xiaopeng Automobile will accelerate to meet the increasing market demand.
According to the data, Nezha Automobile delivered a total of 12,026 vehicles in the entire month of March, an increase of 270% year-on-year. So far, from January to March 2022, Nezha Automobile has delivered 30,152 new vehicles, compared with 7,443 units in the same period last year, an increase of 305% year-on-year.
Among them, in March, Nezha V car series delivered 8122 units, a record high, an increase of 153% year-on-year, for 6 consecutive months for the new force of pure electric SUV sales champion; Nezha U Pro delivered 3904 units, an increase of 9660% year-on-year, is expected to become the third place in the sales of pure electric SUV sales of new car manufacturing forces for 4 consecutive months.
In February this year, Nezha Automobile's first model of the Shanhai platform, Nezha S, completed the winter calibration test and stability test, and mass production was ready to go, and the countdown to listing entered the countdown. The new car is also expected to open pre-sales for Nezha S in the second quarter. It is reported that the official introduction, the new car will provide pure electricity and extended range two power options, of which, the extended range of the NEDC range of 1100km, the pure electric version of the NEDC cruising range of 710km.
After winning the sales championship of the new car-making forces in February, Ideal Automobile was affected by the epidemic in the Yangtze River Delta in March, and the supply of some parts was short, resulting in the impact of delivery. According to the March 2022 delivery data released by Ideal Auto. In March 2022, Ideal Cars delivered 11,034 Ideal ONE units, an increase of 125.2% over March 2021. In the first quarter of 2022, Ideal Cars delivered a total of 31,716 units, an increase of 152.1% year-on-year. Since delivery, the cumulative delivery volume of Ideal ONE has reached 155804 units.
Ideal Auto expects vehicle deliveries of 30,000 to 32,000 units in the first quarter of 2022, with a cumulative delivery of 31,716 units in the first quarter of 2022, and the cumulative delivery of 31,716 units in the first quarter of 2022 is also largely complete. According to the new product plan officially released by Ideal Auto, a full-size luxury range extender SUV will be launched in 2022 , the Ideal L9 , and two pure electric SUVs will be launched in 2023. Not only that, Ideal Car is developing a pure electric vehicle with super fast charging capability (high-voltage pure electric vehicle), and hopes to make charging faster, cheaper and more accessible under high-power charging networks. According to the plan, Ideal Is developing two high-voltage pure electric vehicle platforms - Whale and Shark, and plans to launch at least two high-voltage pure electric vehicle models per year from 2023.
According to the published data, a total of 10,059 zero-running cars were delivered in March, breaking through the 10,000-unit mark for the first time and entering the first camp of new car-making forces. The monthly growth rate was 193% month-on-month, the monthly delivery volume growth rate exceeded 200% for 12 consecutive months, and the cumulative delivery volume in the first quarter of 2022 increased by 410% year-on-year, and the overall development accelerated forward. It is worth mentioning that compared with the delivery of 3435 new cars in a single month in February, the progress of zero-run cars has continued and is very obvious.
However, at present, zero-run has not announced the sales of specific models, but it is not difficult to find that the sales of zero-run are mainly from zero-run T03 and zero-run C11, although they are positioned as mini cars and medium-sized SUVs, but they all have a common feature, that is, high cost performance. In terms of new cars, zero-running cars also have their own plans, according to EV Vision from the official understanding, zero-run C01 will be officially released in the second quarter, as the fourth model launched by zero-running cars, the new car positioning pure electric medium and large pure electric cars, based on the zero-run C architecture to build, but also the first with CTC battery technology mass production car, with 3 seconds zero hundred acceleration, 5m class length, 700km long endurance.
As a representative of the "high-end start" of the new car-making forces, WEILAI Automobile delivered a total of 9985 units in march, an increase of 37.6% year-on-year. This is the sixth consecutive month after Xiaopeng and Ideal in deliveries. It didn't even catch up with Nezha and Zero Run, and directly fell to fifth place.
In terms of specific models, in March, WEIO delivered 163 UNITs of ET7, 1726 units of ES8, 5064 units of ES6 and 3032 units of EC6 delivery. Although Weilai's sales rank came to fifth place in March, its average price of more than 400,000 yuan was in line with expectations. At present, THEO ET7 has started delivery on March 28, and as of March 31, 163 units have been delivered. Previously, Li Bin revealed that the order of WEIO ET7 has already exceeded 15,000 units, so it will become the main sales force of WEILAI in the future.
At present, as of the first quarter of 2022, NIO has delivered a total of 25,768 units, an increase of 28.5% year-on-year. In addition, it is expected that in late May, NIO ES8, ES6 and EC6 will launch a new 2022 model, which will be equipped with the latest smart cockpit hardware, and corresponding smart cockpit upgrade solutions will be launched for existing users; in addition, the new large five-seat SUV based on the NT2 platform will also be released at the end of May.
As a rising star among the new power brands, Hechuang Automobile's sales performance throughout March was remarkable, and its main Z03 delivered a total of 1,689 units in March, an increase of nearly 8,000% year-on-year. Although from the sales data, there is still a certain gap compared with the top five car companies, but the time of the establishment of Hechuang Automobile is not long, and its main sales model was only officially listed in October 2021, reaching a monthly sales of 1689 units in half a year, which is already a very good performance for a new energy car company that has just started. In addition, the order in March also reached 3,016 units, which was a qualitative improvement compared with the previous sales performance.
In fact, in December 2021 and January 2022, the performance of Hechuang Automobile began to have a significant improvement, and the order volume continued to grow. Due to the Spring Festival holiday in February and the impact of the recurrence of the epidemic in many places, the delivery volume of Hechuang has declined. As soon as the results came out in March, the order volume exceeded 3,000 units, and the delivery volume was close to 2,000 units, which can be said to have reached the best result in history.
Editor's Summary
In short, from the sales point of view of the entire March, ASD as a traditional main engine factory has strong strength in the sales of new energy vehicles, and the new strength of car-making enterprises such as GAC Aian, which has the endorsement of large factories, is closely followed by the sales crown results through market segmentation, and the sales of many new power brands are close to breaking 10,000, it can be said that the sales of domestic new energy vehicles are very good. However, with the increase in the cost of raw materials, about the middle of March, more and more brands have joined the "army of price increases", so the economic price is no longer the only advantage of new energy vehicles, and the quality of the vehicle and the after-sales service are the final criteria for judging! Therefore, after the peak sales in March, it remains to be seen whether car companies can maintain such a state.
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