New forces' delivery in May shows signs of picking up, and the new energy market is still active

On June 1, a number of new car-making power brands successively released the delivery data for May.From the overall trend, some brands have gotten rid of the previous decline, the delivery efficiency has been greatly improved, and they have returned to a familiar state, while some brands still need to work hard. Next, let's talk about the interesting things.

Let me explain in advance that this article only counts those 100% pure new power brands that have released delivery volume and have no traditional brand foundation, namely Ideal, Xiaopeng, Weilai, Leapao, and Nezha.

■"Five Little Animals" = 4+1

Let's first take a look at the sales performance of these five new power brands in May. The strongest is the ideal car, which delivered 11,496 vehicles in May, followed by Nezha's 11,009 vehicles, followed by Xiaopeng Motors' 10,125 vehicles. The fourth is Leapmotor with 10,069 vehicles, and the last is NIO, which delivered 7,024 vehicles in May.

Therefore, the latest seat of the "Five Little Animals" is "Li Zha Xiaoran", and the trend of their two "small groups" is also more obvious. Ideal car "ruthlessly abandoned" Weilai Automobile, leaving the latter alone. Everyone behind.

Of course, Wei Lai was very "gregarious" at the beginning. The first two months were a combination of "Xiao Li Lai Zha", but Zero Run was a bit behind.And in March, Xiaopeng Motors came out on top, and the big team became "Li Zha to run".At that time, Weilai Automobile was like most of the students in the class. The academic performance was acceptable, and it did not surprise or worry the teacher, but this also made us feel more worried about its falling behind in May.

This is because just a year ago, Weilai Automobile was also a "lone wolf", but it was the leader.

Although it started to drop in delivery in March, it had a clear position advantage from January to May, and it was not until June that the ideal car was brought closer, but it was never surpassed.

At this time, the "green" ideal is experiencing "big ups and downs". The delivery in the first month of the year exceeded 5,000. In February, it dropped to the level of more than 2,000 due to the Spring Festival. , and then took off directly in June after "falling into the pit" again in May.

And "red" Xiaopeng is a brand that has a lot of intersection with ideal. The delivery volume of the two was in a state of intertwining in the first 4 months. It was not until May that Xiaopeng left the ideal behind with its stable performance, and then again Overtaken by ideals.

In addition, for the "Orange" Nezha and "Silver Grey" Leaprun in the first six months of 2021, as brands that entered the market a little later, the delivery volume has been on a steady rise, which also means that they can transform this year. Become a "top student" and laid a good foundation.

NIO: "bad grades" may be due to too much effort

Since there are ES6 car owners in our editorial department, we will try to interpret why these five new power brands have the current results from Weilai.Of course, we will not take into account factors such as chip shortages, supply chain cost increases, and the Spring Festival holiday that everyone is facing together, because these have almost the same impact on these brands. If there are special circumstances, we will analyze them.

At present, there are a total of 5 models officially on sale under NIO, which are the "866" series of pure electric SUVs and the "5+7" series of pure electric cars. Among them, the ET7 will not be delivered until 2022. Deliveries in May reached 1,707 units, accounting for 24.3% of the total. The ET5 has yet to be delivered, but Weilai has been conducting production verification and testing of this new car.

At the same time, since Weilai also plans to launch the new ES7 in 2022, the JAC Weilai production base has been upgraded and renovated before and after the Spring Festival, adding production lines, so italso has some impact onproduction capacity .

Therefore, in addition to the challenges brought by the general environment, Weilai also needs to bear certain side effects of "voluntary increase in pounds".This is like a student who was originally among the best in grades, but after taking the initiative to choose more subjects, his energy was scattered, and eventually his grades in each subject were not high.

Fortunately, NIO has completed the upgrade of the original factory, and its production capacity is also accelerating. It is expected to return to the previous level in the third quarter. It is believed that with "practice makes perfect", NIO will produce ET7 and ET5 faster. The faster it comes, the faster the delivery will come back strongly.

Nezhacar: the sinking effect is outstanding, and there is no rush to seek stability

Next, I want to talk about Nezha cars. If you want to find "Inspirational Brother" in the car brand, I think Nezha is definitely one of them.You must know that its deliveries in January 2021 were only 2,195 units, which was slightly more than the 1,514 units of Leapmotor, but by May this year, Nezha Auto will become the second-best brand in terms of delivery efficiency of the "Five Little Ones". It has to be said that it is still a bit capable in terms of ensuring production capacity.

On the other hand, the popularity of Nezha cars in the market may be unexpected for many people, and this is the fundamental reason why Nezha can deliver so many cars. If there are not so many sales, even if What about giant energy.

According to the official introduction of Nezha Automobile, the model with the highest delivery volume in May was Nezha V, with a total of 7,884 vehicles, a year-on-year increase of 131%, and the cumulative sales volume has exceeded 80,000 vehicles. Half of it is seen.

Interestingly, Nezha Automobile once launched the brand-new Nezha V Tide in early April this year. The new car has 5 models with a price range of 74,900 to 93,900 yuan.Although the new car has added a cheaper entry-level model compared with the previous generation, and the threshold is lower, the price of its regular version has risen, but it still cannot stop consumers' enthusiasm for car buying.

I think there are two reasons for this. One is that the size of the model is relatively small. After all, the car is only a little over 4 meters long and less than 1.7 meters wide. It is light and flexible to drive. In addition, the commonly used functions and active and passive safety configurations are relatively rich, so The adaptability is very strong. It can be used as an additional scooter or as a leveling tool for novices, and whether it is a main road in a big city or a small road in a township or county, Nezha V has a strong passability.

Another reason may be the sinking of channels and services. We can see from the APP of Nezha Auto that there are many Nezha V riders in Sichuan, Jiangxi, Hubei, Suzhou, Lu, Henan and other places sharing their usage. Car life, this shows from one side that Nezha V has been recognized by "non-restricted" urban consumers, and it also maximizes the practicality of the car.

From this, we can see that Nezha Auto has such a model with a very solid "mass foundation", which can naturally drive the double growth of sales and word-of-mouth. In fact, it also launched Nezha S later, and then achieved a good brand upwards. The atmosphere and relaxed environment, take every step slowly and steadily.

Zero run: self-developed and self-produced, dividendsappear

In the "Five Little Animals", I think Leapmotor is a special existence, first of all because of their "persistence" in self-developed intelligent full-stack, and then the courage to make Leapmotor C11 a "price butcher", and then It's about increasing delivery efficiency.

In fact, Leapmotor and Nezha have some similarities. For example, they support sales of a small/mini car, and they are both taking the grassroots market route down-to-earth. The advantages of the models are relatively high cost performance.However, the innate conditions and determination that Leaprun has in terms of self-research and production of intelligent configuration are unique. These can make Leaprun get higher attention, which in turn will bring more orders and higher sales growth.

But what follows is that people are more worried, and even question a point of Leaprun: Can it make so many orders?Now that T03 can be made, what about C11 and C01 in the future?

I was originally one of these worries and doubters, but I missed the Leaprun C11 due to its long delivery time.However, after seeing that the delivery volume of Leaprun after entering 2022 has exceeded 10,000 many times, I gradually think that maybe there is really no need to worry too much about the production capacity of this brand.

Therefore, although Leapmotor C11 is still in the ramp-up period of production capacity, and there is still the mass production and delivery task of Leapmotor C01, the Leapmotor car that has demonstrated a certain compressive ability should still be able to cope.

■Xpeng Motors: steady happiness

Compared with the above Nezha and Leapmotor, Xiaopeng Motors has already demonstrated its excellent strength in terms of model quality, technical configuration and production efficiency through excellent delivery results in the past two years, and the delivery performance in May was only " It's just basic exercises, which should be the normal level of Xiaopeng Motors.

Of course, since the products of Xiaopeng Motors are mainly based on high intelligence, the demand for various chips will naturally be higher than that of many car brands.Therefore, when the "chip shortage" comes, many people think that it will bring a greater impact to Xiaopeng Motors.

But in fact, we may have thought too much. As can be seen from the previous graph, even if the new power brands collectively slowed down the pace of delivery in April, Xiaopeng and Leapmotor still insisted on delivering 9000+ new cars and kept them. At the same time, it also attracts the attention of more consumers.

After entering 2022, Xpeng Motors has actually won the "championship" in monthly delivery only in March, and the rest of the time is between the second and third, but this has given us enough confidence in its mass production and delivery of the G9.

■Ideal car: pack lightly and like to mention "market barometer"

Finally, let's talk about the ideal car. It can be seen from the previous trend chart that it is the most "jumping" among the five new power brands.Whether it's the first six months of last year or so far this year, the delivery of Ideal Cars has always been erratic and ups and downs.

But this may not be because the ideal car itself has any problems, but it is more negatively affected by the fluctuation of the market environment than other brands.

This is because it has only one ideal ONE, and only one configuration version is currently available.

Of course, for consumers, a medium-to-large SUV with good quality has no extra interference options. This kind of car buying experience is absolutely "cool enough", which is a plus.However, once unfavorable factors such as chip shortages and increased parts procurement costs appear in the market, it is difficult for consumers to have the patience and conditions to wait for a car for too long, and it is more likely to reduce the demand and goal of car purchase, and just buy a scooter first. Keep the indicator, or replace the old car in a hurry.So at this time, the single style of the car has the opposite effect.

Therefore, although the ideal car can be respected all over the world with only one model, it can easily become a magnifying glass and a barometer of changes in the market and industry environment.In the future, Lili Auto will launch L9 and more pure electric products one after another, maybe it will become calmer by then.

■Bang Comments

A brief summary of the delivery status of these brands in May. Overall, there are obvious signs of recovery. Everyone is "highly moving". Among them, Ideal, Xiaopeng, Nezha, and Leaprun have basically returned to the delivery level in March. To a certain extent, it seems that their production capacity has returned to normal, and Weilai is still accumulating power.

On the other hand, perhaps because of the rising oil prices and the state 's support for the purchase policy ofnew energyvehicles, consumers seem to have a high level of interest and intention in electrified products, and there is even a growth trend, which has also boosted the market segment. of vigorous development.Therefore, for enterprises, how to meet the increasing demand for car purchases and improve the value and competitiveness of products through stable delivery efficiency is a topic worth studying.

Finally, a question for you, what kind of "transcripts" do you think these five brands can deliver by the end of June?Welcome to the comment area to discuss.