On November 1st, the new forces of new energy car manufacturing began to publish their own Sales Report Table in October as agreed, and it was okay not to publish it, once it was announced, it was inevitable that netizens would compare it, and this comparison was a few joys and a few sorrows.
Before writing this article, I had a detailed understanding of the sales of the 6 mainstream new energy car manufacturers in the current market in October, and through the analysis of their sales, I came to the conclusion that the market was uncertain, the competition between them had just begun, and in October, the champions changed hands again. In addition, if you want to be invincible in the new car-making forces, the order volume (including sales) at this stage is not so important, the key depends on the output.
First place: Xiaopeng Motors
Sales in October were 10,138 units
Xiaopeng Motors sold 10,138 cars in October, and there is no doubt that it has become the biggest winner among the 6 new forces. Looking back, in October 2020, the monthly sales of Xiaopeng Automobile were only 3040 vehicles, which more than tripled in one year, and the process and heartache were only known by He Xiaopeng himself.
It is worth mentioning that from January to October today, the cumulative sales volume of Xiaopeng Automobile has reached 66,542 units, and the cumulative delivery volume of history has exceeded 100,000 units. There is an unwritten saying in the automotive industry that the volume of 100,000 units is a key step for a new car company to leap upwards, which means that the car company's supply chain, industrial chain, sales chain and other channels are becoming more and more mature. Although the first 10 vehicles will take 3 years, or even 4 years, the second 100,000 vehicles may only take 3-4 months. Nowadays, the companies that have completed 100,000 vehicles off the production line in the new car-making forces are Weilai, Xiaopeng and Ideal, and the stories between them are still good to watch.
Second place: Nezha Car
Sales in October were 8,107 units
When counting the sales of Nezha cars in October, I was "stunned", it beat Weilai and the ideal two most powerful players with a score of 8107 vehicles to win the runner-up, it seems that "Nezha is really going to make trouble", it is to confuse the market of new energy car manufacturing forces.
Specifically, Nezha Automobile sold 49,534 vehicles from January to October, and the current cumulative delivery volume is 75,837 vehicles, according to the current rhythm, the cumulative sales of Nezha Automobile exceeded 100,000 vehicles, which is the first quarter of next year. At that time, there will be one more player of 100,000 vehicles in the new forces of new energy car manufacturing.
Third place: Ideal car
Sales in October were 7,649 units
Since the second half of this year, the monthly sales of ideal cars have been relatively stable, hovering around 7,000-8,000 units. Not too low, not too high. Why? Because the capacity of the ideal car is placed here.
The current production capacity of the ideal car, about 8300 vehicles a month, and then the high ideal car can not play by itself, and the low user does not agree. This is also the reason why the monthly sales of ideal cars have not made much breakthrough, there are orders without production capacity, ideal cars are very painful, so now ideal cars in Beijing to renovate the factory, the purpose is to increase production capacity and prepare for the subsequent release of new cars.
In fact, ideal car also did a big thing in October, that is, the 100,000th car rolled off the production line, it only took 708 days. I have to admit that the ideal car can live by relying on the ideal ONE car to sell 100,000 cars today, which has the ideal ONE opportunistic behavior in product power, but more reasons need to be pondered, especially the "big single product strategy" needs to be well studied by traditional car companies. In the near future, the author will publish an article to talk to you about this matter, and then you can take a look.
Fourth place: WM Motors
Sales volume in October were 5,025 units
In fact, for a long time this year, WM Motors has not announced its own monthly sales, since it announced its own sales in October, it proved to be good, the result is to sell 5025 cars, ranking fourth among the 6 major new car-making forces, more powerful than Weilai Automobile. In October, the sales volume of Weilai Automobile was really too poor, so it was necessary to diss Weilai Automobile.
In addition, WM Motor has delivered a total of 34,068 vehicles from January to October this year, and has delivered 78,597 vehicles so far, which is only one step away from 100,000 deliveries or off-the-line vehicles. Once, WM and Weilai, Xiaopeng and Ideal are in the same echelon of new car-making forces, the other three have long completed the phased task of 100,000 vehicles, while WM Motors is lagging behind, the reason is that its internal organizational structure is complex, and there are problems in sales channels.
Fifth place: NIO
Sales in October were 3,667 units
Yes, you read that right! Nio only sold 3,667 vehicles in October. Sales have fallen is not a big deal, but it is not good to affect the stock price, and it is no wonder that many people want to diss it.
According to Weilai Automobile's own explanation, it is because the production line is undergoing a phased upgrade, to make room for new products, the new product here is most likely to be WEILAI ET7, one or two, the output of new cars is naturally less, and the sales volume is also less. In fact, This statement of Weilai Automobile is valid, because no matter how much your sales fall, it is impossible to fall by more than half in a month.
Weilai Automobile currently has limited production capacity, long pain is not as good as short pain, it must give up a month of sales to complete the transformation of the production line, to meet the production of new cars, otherwise in early 2022, Weilai ET7 has not yet delivered the car, the owner is not going to take Li Bin to open up? If you look at it this way, the order volume of WEILAI ET7 should be good.
Sixth place: Zero-run cars
Sales in October were 3,654 units
Within a week, two friends in a row asked me how about zero-run C11? To be honest, the original words of my reply were: the brand still has to wait and see, but their reply is surprisingly consistent: the configuration of this car is really high, and the price is cheap. I thought I had to think twice about giving advice to people who wanted to buy a car.
Specifically, the sales of zero-run cars in October were 3654 units, so at a glance, it is very general, even Weilai is not as good. Forgive me, and spit on Weilai Car. However, after looking at its order volume in October, you will not think so, 12835 is the total order volume of zero-running cars, of which the order volume of zero-run C11 is 4248, and the order volume of zero-run T03 is 8575
What's even more outrageous is that on October 31, the order for zero-run cars reached 2579 in one day. I think on this day, Zero Run cars are definitely engaged in some kind of month-end promotion. At present, the order volume of zero-running cars is really good, if it can hand over the car to the user according to the rhythm, then it is not impossible for the zero-running car to rank first next month.
Summary: For various reasons, the monthly ranking of new energy car-making forces in October has changed greatly, especially the ranking change of Weilai Automobile is unexpected. In fact, this also proves a problem, the new energy vehicle market is still a blue ocean, there are still opportunities for new car-making forces, and anyone with strength can sit in the championship position.
But then again, because at this stage the new forces of car-making enterprises are only increasing, in order to standardize the development of the automobile market, so the "merger and reorganization" between the new forces and traditional enterprises this step will sooner or later go, and now the sales that the new forces are struggling to pursue will be an important capital in the future. (Text/Uvision Auto Forward)
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