Sales are picking up! Ideal and Weilai have exceeded 10,000 vehicles, and the high-end brands of traditional car companies have obvious differences.

On March 3, the latest data of the Association showed that the wholesale sales volume of new energy passenger car manufacturers of the Association was estimated to be 500,000 in February, up 30% from January and 60% from the same period of last year. It is expected that the new energy auto market will basically get off to a good start in February, achieving a substantial year-on-year growth in peace and environment. It is in the environment that the new energy auto market is gradually warming up as a whole, and the sales of high-end brands and new car-making forces incubated by traditional auto companies have generally picked up in February.

At the beginning of March, high-end brands hatched by new car-making forces and traditional car companies successively released their transcripts last month. Judging from the data disclosed by various companies, the chain growth has become the key word. In the new camp of car-making forces, LI won the championship in delivery, and Weilai Automobile and Nezha Automobile ranked second and third; The high-end brands of traditional car companies also fully recovered in February, but the difference was obvious.

Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that February is the real market start-up period after the Spring Festival, and local policies to promote automobile consumption have played a pulling role in the automobile market. With the continuation of the purchase tax exemption policy for new energy vehicles, it will promote the sustained growth of new energy vehicle sales.

In February, LI won the position of "sales champion" for three consecutive months with the achievement of 16,620 vehicles, and delivered more than 10,000 vehicles for six consecutive months. At the earnings conference call, LI once again gave a new guidance on the outlook for the first quarter of 2023. It is estimated that the delivery volume will be 52,000-55,000 vehicles in the first quarter of this year; Combined with the sales performance in the first two months of this year, if LI wants to achieve the sales forecast in the first quarter, it means that it needs to deliver more than 20,000 vehicles in March.

For the whole year, LI aims to occupy 20% of the domestic market range of 300,000 to 500,000 yuan. According to LI’s expectation that this market will sell about 1.4 million to 1.5 million vehicles this year, LI’s delivery target this year is about 300,000 vehicles.

In the second place, Weilai Automobile delivered 12,157 vehicles in February, up 42.92% from the previous month and 98.29% from the same period last year. Weilai Automobile also gave guidance for the first quarter. It is estimated that the delivery volume in the first quarter will be between 31,000 and 33,000, which means that Weilai Automobile also needs to deliver more than 10,000 vehicles in March.

Li Bin, founder and chairman of Weilai Automobile, said at the financial report meeting that in 2023 Weilai Automobile plans to launch five brand-new products based on Weilai’s second-generation technology platform and add 1,000 power stations.

In February, the delivery volume of LI and Weilai vehicles nearly doubled year-on-year. Nezha Automobile, which ranked third, did not achieve the same increase, but its delivery volume returned to 10,000 clubs in February. In February, Nezha delivered 10,073 vehicles, a year-on-year increase of 41.53%. Since December last year, the delivery volume of automobiles in Nezha has slowed down. The relevant person in charge of Nezha Automobile said that it will continue to focus on the mass consumer market, and based on the brand-new exclusive platform for pure electric vehicles, it will launch a number of different models at the speed of a new car every year, and the second model of Nezha Automobile Shanhai Platform, Nezha E, will be listed this year.

Compared with the recovery of LI and Weilai Automobile, the recovery of Xpeng Motors is not obvious, and it is still relatively low. In February, Xpeng Motors delivered 6,010 vehicles, an increase from the previous month but a year-on-year decrease. There are also zero-running cars in the same downturn. In February, the delivery volume of zero-running cars was 3,198, down year-on-year; The zero-run car explained that last year’s stock cars were cleaned up, and at the same time, in order to increase the supply of brand-new models, the factory production line was adjusted accordingly.

Huaxi Securities said that the sales of new forces’ cars recovered, the delivery of new products was fully opened, and the quality supply continued to improve, which is expected to bring about a long-term improvement in the delivery of new forces.

In February, GAC’s delivery volume rebounded, with a monthly delivery volume of 30,086 vehicles returning to the monthly sales level of 30,000 vehicles, an increase of over 1.9 times from the previous month and 2.5 times from the same period last year. This is also the fourth time that the monthly sales volume of GAC Ai ‘an has exceeded 30,000 vehicles since last October. According to the goal disclosed by GAC Ai ‘an, it plans to protect 500,000 vehicles and challenge 600,000 vehicles this year. The industry believes that the sales performance of GAC Ai ‘an in February also benefited from a number of promotional policies, such as a limited delivery incentive of 5,000 yuan per vehicle.

The delivery volume of Krypton vehicles in February was 5,455 vehicles, up 87.07% year-on-year and over 75% quarter-on-quarter. At present, Extreme Krypton cars have two models: Extreme Krypton 001 and Extreme Krypton 009. In February, Extreme Krypton Auto completed $750 million in Series A financing, and Extreme Krypton X was officially named in February.

However, in contrast, the performance of Wenjie and Lantu Automobile was relatively dull in February. In February, the delivery volume of Lantu vehicles was 1,107 vehicles, up 49.59% year-on-year, but down 28.49% month-on-month. In February, Wenjie achieved sales of 3,505 vehicles, down 21.68% from the previous month. Wenjie is a brand jointly built by Cyrus and Huawei. The two parties signed a business deepening cooperation agreement in February. The first flagship model of the new platform is planned to be released this year. It is planned that the production and sales of new energy vehicles will reach 1 million in 2026.

According to the Federation, various localities launched promotional subsidy activities, which helped the growth of automobile consumption in the first quarter to some extent. According to the analysis of Huaxi Securities, the frequent occurrence of intelligent vehicles with independent brands has stirred up the mid-to-high-end competition pattern, and the upward competition of brands has accelerated. New forces and traditional car companies have built new vehicles with "high intelligence, high configuration and high cost performance" by virtue of the advantages of China’s perfect local industrial chain, and seized the 300,000+market dominated by joint ventures and foreign brands.

"It is expected that the penetration rate of new energy vehicles will continue to increase rapidly this year, and the sales volume of new energy passenger cars is expected to reach 8.5 million." Cui Dongshu believes that "from next year, China will adopt a gradual purchase tax collection policy for new energy vehicles until it completely withdraws."

Yan Jinghui, an expert from china automobile dealers association, told Shell Finance that the preferential purchase tax policy for new energy vehicles in China is still there, which can still attract consumers to enter the market. It is expected that the new energy vehicle market will continue its growth trend in 2023; On the supply side, car companies should improve the core competitiveness and intelligence level of their products.Provide marketable products that better meet the needs of consumers..

Beijing News Shell Finance Reporter Wang Linlin

Editor Li Menghan proofreads Fu Chuncheng.