NIO and ZEEKR hit new highs, and BYD took the lead in a cliff In May, new energy vehicles sold out again

EV Vision

2024-06-09 22:37Published in BeijingBeijing Yiwei Changxiang Information Technology Co., Ltd. New media operation

The "price war" in the auto market has been in full swing, especially in May after the Beijing Auto Show, and some positive signals have begun to appear. The stimulation of the "May Day" holiday, coupled with the promotion of policies such as "trade-in", consumers' demand for cars has been further released, and everyone's attention to the automobile market and enthusiasm for car purchases have also increased. In May, the sales of many car companies achieved month-on-month growth, especially the sales of new power brands recovered very significantly. Recently, many car companies have announced their sales results. Let's take a look at the specific situation of the ranking of new energy vehicle companies in May.

With a year-on-year increase of 38.2%, BYD sold 330488 passenger cars in May

A few days ago, BYD announced its sales data for May. Sales in May were 331817 units. Among them, 330488 passenger cars were sold, a year-on-year increase of 38.2%. From January to May 2024, BYD's cumulative sales of passenger cars reached 1,266,900 units.

BYD's two major sales networks, Dynasty and Ocean, sold a total of 315227 units in May, up 38.2% year-on-year, and the Denza brand sold 12,223 vehicles in May, up 11.1% year-on-year. Yangwang Automobile sold 608 units in May, and Formula Leopard Automobile sold 2,430 units in May. Passenger car exports in May totaled 37,499 units, reflecting a 267.5% y/y increase.

Tesla China sold 72,573 vehicles wholesale in May

According to data released by the Passenger Car Market Information Association, it is predicted that the wholesale sales of new energy passenger vehicle manufacturers in China will be 910,000 units in May 2024, a year-on-year increase of 35% and a month-on-month increase of 16%. Among them, Tesla's wholesale sales in China in May were 72,573 units, an increase of 16.7% month-on-month.

Taking the Model 3 as an example, according to the estimate of the number of units sold in a single week, the sales volume of the Model 3 in May has exceeded 15,000 units. It is reported that deliveries of the new Model 3 high-performance version will also begin in China in June.

With a month-on-month increase of more than 14%, Geely Group sold 58,673 new energy vehicles in May

A few days ago, Geely Automobile Group announced the latest sales data. Geely Automobile's sales in May were 160658 units, up about 5% month-on-month and 38% year-on-year. Among them, 58,673 new energy vehicles were sold in May, and the new energy penetration rate was nearly 37%, an increase of more than 14% month-on-month and a year-on-year increase of about 146%. Overseas export sales in May were 36,890 units, a year-on-year increase of about 68%.

Specifically, the Geely brand sold 120264 units in May, an increase of about 2% month-on-month and a year-on-year increase of about 30%. The Geely Galaxy series sold 14,193 units in May, an increase of about 12% month-on-month, and a strong month-on-month increase for three consecutive months. Geely Galaxy hybrid sales exceeded 120,000 units in the first year, and China Star High-end series sold 30,722 units in May, with cumulative sales exceeding 1 million units. The Lynk & Co brand sold 21,778 vehicles in May, an increase of more than 16% month-on-month and a year-on-year increase of more than 50%. Among them, new energy sales accounted for about 57%. The ZEEKR brand sold 18,616 vehicles in May. Deliveries in May increased by 16% month-on-month and 115% year-on-year, with cumulative deliveries exceeding 260,000 units. In terms of overseas exports, sales in May were 36,890 units, a year-on-year increase of about 68%.

With a year-on-year increase of 279.3%, Chery sold 42,733 new energy vehicles in May

Recently, Chery Holding Group released a sales report. In May, the group sold 188556 vehicles, a year-on-year increase of 35.5%; Among them, 92,481 units were exported, a year-on-year increase of 20.4%; The sales volume of new energy vehicles was 42,733, a year-on-year increase of 279.3%.

From January to May, a total of 900209 cars were sold, a year-on-year increase of 51%. Up to now, Chery Group has accumulated more than 14 million global automobile users, including nearly 3.8 million overseas users. From January to May, a total of 135861 new energy vehicles were sold, a year-on-year increase of 168.9%, and the monthly sales for three consecutive months increased by more than 1 times year-on-year, of which in May increased by more than 2 times. In terms of exports, Chery Group continued to rank first in China's automobile exports. From January to May, a total of 435124 automobiles were exported, a year-on-year increase of 31%.

Specifically, Chery brand sales in May were 117939, a year-on-year increase of 24%; From January to May, sales were 583073 units, a year-on-year increase of 45.2%. The Xingtu brand sold 9,467 vehicles in May, a year-on-year increase of 24.4%; From January to May, 41,195 vehicles were sold, a year-on-year increase of 27.2%. The Jietu brand sold 36,743 vehicles in May, a year-on-year increase of 85.4%; From January to May, 181467 units were sold, a year-on-year increase of 99.9%. The first product of the iCAR brand was launched three months ago, and 6,668 units were sold in May.

With a month-on-month increase of 42.5%, Aion sold 40,073 vehicles worldwide in May

GAC Aion's monthly sales in May totaled 40,073 units, an increase of 42.5% month-on-month, delivering satisfactory results in the domestic new energy market and further expanding its market share in the overseas new energy market.

As a high-end brand of GAC Aion, Haobo will officially launch the global model of Haobo GT on June 6, with long battery life, fast energy replenishment, and high intelligent driving as product highlights, providing more environmentally friendly, smarter and higher-quality new energy vehicles for global elite families. It is reported that the global model of Haobo GT will be equipped with 800V high-voltage overcharging technology on the battery power system, and has an ultra-long endurance of 710km.

With a month-on-month increase of 35.8%, Li Auto delivered 35,020 vehicles in May

A few days ago, Li Auto announced its delivery data for May 2024. In May 2024, Li Auto delivered 35,020 new vehicles, a year-on-year increase of 23.8%. As of May 31, 2024, Li Auto has delivered a total of 774571 vehicles.

Since the start of delivery of the Ideal L6 on April 24, a total of more than 15,000 units have been delivered, setting a record for the fastest delivery of a new model of Ideal Auto. Driven by the new product price system, the sales potential of the 2024 Ideal L7, Ideal L8 and Ideal L9 is also steadily increasing. Li Auto said that driven by the new product price system, the sales potential of the 2024 Li L7, Li L8 and Li L9 is also steadily increasing. The market share of the new energy vehicle market of more than 200,000 yuan increased healthily year-on-year, and the cumulative market share from January to April reached 13.5%, ranking first among Chinese auto brands.

With a month-on-month increase of 3.2%, HarmonyOS delivered 30,578 vehicles in May

A few days ago, Hongmeng Zhixing announced that 30,578 new cars will be delivered in May 2024, an increase of 3.2% month-on-month.

Specifically, in terms of models, the M9 delivered 15,873 units in May, topping the list of luxury car sales of more than 500,000 yuan for two consecutive months, regardless of energy form. Since the release of the new M5 a month ago, the number of large orders has exceeded 20,000 units. Deliveries of the new M7 Ultra have officially begun.

In addition, as the first model of the third brand of Hongmeng Zhixing jointly created by Huawei and BAIC, the Xiangjie S9 is open for pre-order, with an estimated price of 45-550,000 yuan, and will be launched in early August.

With a month-on-month increase of 10.1%, Great Wall Motor sold 24,708 new energy vehicles in May

A few days ago, Great Wall Motor announced its cumulative sales from January to May. According to the data, Great Wall Motor's cumulative sales from January to May 2024 exceeded 460,000 units, a year-on-year increase of 11.42%; Among them, 91,460 units were sold in May. In addition, from January to May, 106267 new energy sales were sold, a year-on-year increase of 59.67%, of which 24,708 new energy sales were sold in May, an increase of 10.1% month-on-month; From January to May, overseas sales were 163396, a year-on-year increase of 65.18%.

Specifically, the Haval brand sold 47,066 new cars in May and 252009 new cars from January to May, a year-on-year increase of 7.86%. WEY sold 16,928 vehicles from January to May, a year-on-year increase of 46.59%. The ORA brand sold 6,005 new cars in May and 25,720 new cars from January to May. The Great Wall off-road brand sold 20,326 vehicles in May, a year-on-year increase of 94.90%, and sold 89,979 vehicles from January to May, a year-on-year increase of 97.52%. The Great Wall pickup truck series sold 15,101 new vehicles in May and 76,665 from January to May.

With a year-on-year increase of 233.8%, NIO delivered 20,544 new vehicles in May

A few days ago, NIO announced its sales volume in May. According to the data, NIO delivered 20,544 new vehicles in May 2024, a year-on-year increase of 233.8% and a month-on-month increase of 31.5%, a record high. From January to May this year, NIO delivered 66,217 new vehicles, a year-on-year increase of 51%. So far, NIO has delivered a total of 515811 new vehicles.

Since the BaaS New Deal, NIO has attracted the attention of a large number of consumers, coupled with Li Bin's recent high-profile travel, and has cooperated with major car companies in the field of charging and swapping. At present, the scale of the "battery swap alliance" has become larger and larger, and we will be able to see substantial cooperation in the near future.

In addition, the arrival of Ledao Automobile has also given NIO a larger market. It is reported that Ledao Automobile has successively revealed new information on the energy consumption of L60 models from June to August, and will be launched and delivered in September, and the new car will share battery swap resources with Weilai.

With a year-on-year increase of 115%, ZEEKR delivered 18,616 vehicles in May

A few days ago, ZEEKR announced that it delivered 18,616 vehicles in May, an increase of 115% year-on-year and 16% month-on-month. At present, the cumulative delivery of ZEEKR vehicles has exceeded 260,000 units. Previously, at the beginning of May, ZEEKR Intelligent Technology Holdings Co., Ltd. was officially listed on the New York Stock Exchange with "ZK" as the stock code.

In addition, ZEEKR has also signed a strategic cooperation agreement with 360 Group, which will fully combine ZEEKR's business scenarios of digital construction and intelligent transformation in the field of new energy vehicles to provide all-round technical support. It is also worth mentioning that the ZEEKR 007 four-wheel drive performance version of Zhejiang International Circuit, the new car ranked second among Chinese brands with a lap time of 1:41.740 (the first is ZEEKR 001 FR, and the Zhejiang race lap time is 1:37.041).

With a month-on-month increase of 21.1%, Leapmotor delivered 18,165 vehicles in May

Leapmotor announced the latest delivery data: in May 2024, Leapmotor delivered 18,165 units, and the SUV Gemini C11 and C10 delivered an innovative 11,992 units. It is worth mentioning that the Leapmotor C16, which made a stunning appearance at this year's Beijing Auto Show, will be officially launched in June.

In recent years, the new energy vehicle industry has ushered in new opportunities to go overseas by relying on scientific and technological innovation, and in the past May, Leapmotor and the multinational giant Stellantis Group officially established Leapmotor International Joint Venture, which is the first case of "reverse joint venture" of Chinese auto companies, which is groundbreaking in the overseas strategy of Chinese automobiles.

Leapmotor International will start selling electric vehicles in nine European countries from September 2024 and plans to expand its sales network in Europe to 200 by the end of this year. The joint venture also plans to enter India and Asia-Pacific, the Middle East and Africa, and South America from the fourth quarter of this year.

With a month-on-month increase of 12.8%, Deep Blue delivered 14,371 new cars in May

A few days ago, Deep Blue Automobile has announced the latest delivery data, and in May 2024, Deep Blue Automobile delivered 14,371 new cars, an increase of 104.7% over the same period last year and 12.8% month-on-month.

Deep Blue Automobile's sales target for 2024 is 280,000 units, and a total of 67,199 units have been sold by the end of May, with an achievement rate of nearly 24%. In order to achieve this goal in the next few months of this year, the company needs to sell more than 30,000 units on average starting in June, which is a big challenge for Deep Blue Auto.

Judging from the sales performance of each model, according to the previously released data, from January to April this year, the cumulative retail sales of Deep Blue SL03 were 18,516 units; Navy S7 sales were 24,508 units.

According to the previously announced news, Deep Blue Automobile's latest blockbuster product, Deep Blue G318, will be launched in June. According to Deng Chenghao, CEO of Deep Blue Automobile, the price of the car is likely to be determined internally two days before the launch, and the "high cost" of the car is due to its configuration and positioning problems.

With a month-on-month increase of 14.6%, Changan Qiyuan delivered 13,557 new vehicles in May

A few days ago, Changan Qiyuan announced that it delivered 13,557 new cars in May, an increase of 14.6% month-on-month.

Since the official launch of delivery on October 31 last year, Changan Qiyuan has demonstrated extraordinary strength and sustainable growth potential. In just 30 days, the cumulative delivery volume quickly exceeded 10,000 units, and it was listed for 3 months, and the monthly delivery volume exceeded 10,000 strongly, which is particularly eye-catching in the fierce market competition.

At the same time, only 7 months after the official start of delivery, Changan Qiyuan set a new sales record, with sales officially exceeding 100,000 units, becoming the fastest brand in the industry to exceed 100,000 units.

With a year-on-year increase of 35%, Xpeng delivered a total of 10,146 new vehicles in May

A few days ago, Xpeng Motors announced its sales volume in May. According to the data, in May 2024, Xpeng Motors delivered a total of 10,146 new vehicles, a year-on-year increase of 35% and a month-on-month increase of 8%. Among them, Xpeng X9 delivered 1,625 units, with a total of 11,456 units delivered in May, and from January to May 2024, Xpeng Motors delivered a total of 41,360 new vehicles, a year-on-year increase of 26%.

In May, the penetration rate of monthly active users of XNGP urban smart driving reached 84%. As of May 31, 2024, XNGP has fully covered 283 cities across the country, and the scope of Kaesong continues to expand. As of May, the total mileage of XNGP's official real vehicle test has exceeded 6.46 million kilometers, and XNGP will achieve "nationwide driving and easy to use throughout the whole process" from the third quarter.

Previously, Xpeng Motors released its financial report for the first quarter of 2024: a total of 21,821 smart electric vehicles were delivered; revenue reached 6.55 billion yuan, a year-on-year increase of 62.3%; Gross margin increased significantly to 12.9%, up 11.2% year-on-year and 6.7% sequentially. As of the end of the first quarter, Xpeng had cash reserves of 41.4 billion yuan.

With a month-on-month increase of 12.2%, Nezha Automobile delivered 10,113 vehicles in May

Nezha Automobile announced its latest sales figures. Nezha Automobile delivered 10,113 vehicles in May, an increase of 12.2% month-on-month. In addition, it was officially announced that the pre-sale price of the Nezha L pure electric version starts at 140,000 yuan, and delivery is expected to start in July.

In May, Nezha Automobile signed a ten-year comprehensive strategic cooperation agreement with CATL; At the same time, Nezha Automobile's first store in Hong Kong opened, officially landing in the Hong Kong market.

Month-on-month, it increased by 22.3%, with Xiaomi Auto delivering 8,630 units in May

A few days ago, Xiaomi Auto released delivery data for May, and a total of 8,630 Xiaomi cars were delivered in May 2024, a further improvement from 7,058 delivered in April. It is reported that the delivery target of Xiaomi cars in June will exceed 10,000 units.

Xiaomi Group said that it will deliver 100,000 vehicles in 2024 and 120,000 units in a sprint. In addition, the sales and service network of Xiaomi Auto will reach 219 sales stores, covering 46 cities; There are 143 service centers covering 86 cities, basically covering all provinces (including autonomous regions and municipalities directly under the central government) in Chinese mainland.

Xiaomi SU7 will enable OTA 1.2.0 push on June 6. It is reported that this time Xiaomi intelligent driving upgrade, the city NOA opened ten cities; Xiaomi's surging intelligent cockpit has been upgraded, and the parking space has launched a "nap mode"; The whole ecological experience of people, cars and homes has been upgraded, and more Mijia devices can be introduced.

With a year-on-year increase of 163%, AVATR delivered 4,569 vehicles in May

AVATR Technology announced that AVATR delivered 4,569 vehicles in May, a year-on-year increase of 163%, leading the high-end smart electric vehicle market in terms of growth rate.

On May 20th, AVATR's dual flagship models started the OTA upgrade of AVATR.OS 3.3.0, adding a number of new functions including voiceprint reproduction, child safety seat control, Halo screen customization, and HarmonyOS Emoji live wallpaper.

With a year-on-year increase of 51%, VOYAH delivered 4,521 vehicles in May

VOYAH Automotive released its May delivery data, with a total of 4,521 units delivered in May 2024, a year-on-year increase of 51%, and a cumulative sales volume of 24,869 units from January to May, a year-on-year increase of 107%.

In May, VOYAH added 2 VOYAH space stores and 5 full-featured user centers, covering 7 cities. At present, VOYAH has opened a total of 274 VOYAH spaces and user centers in China and 31 overseas VOYAH spaces, with a sales and service network covering 127 cities around the world.

Previously, VOYAH FREE318 officially opened the pre-sale, providing a pre-sale policy of 1,000 yuan to offset the balance of 10,000 yuan, but the official has not yet announced the specific price information, and the new car is expected to be officially launched on June 14.

Write at the end

In the new energy vehicle market in May, BYD continued to lead the way with sales of more than 330,000 units, and Chery adhered to the strategy of domestic sales + exports, with outstanding sales performance; Aion, Li Auto and Hongmeng Zhixing all exceeded the 30,000 mark; NIO and ZEEKR set new monthly delivery records, and Xpeng Motors and Nezha Motors returned to the "10,000 Club". The head-on PK between new power car companies and traditional independent brands continues, and the competition is becoming more and more fierce. Let's wait and see what kind of development the new energy market will have in June.

View original image 745K

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

• 

Personal opinion, for reference only