Reporter Gong Mengze

　　The ranking of the new car-making force "Wei Xiaoli" has changed again.

As of July 4, new car-making forces such as Weilai, Ideal, and Xiaopeng have successively released the delivery data for June, and the report card for the first half of the year has also been released.

Among the new car-making forces that have released sales data, the top five sales in June all delivered more than 10,000 vehicles, and the sales in the first half of the year also exceeded 50,000 vehicles.

Among them, Xiaopeng Motors became the "double champion" with monthly sales of 15,000 units and sales of 69,000 units in the first half of the year.

　　In addition, new energy brands of traditional car companies such as GAC Aian, Celis, and Jikr Automobile also announced their sales. GAC Aian temporarily ranked first with a sales volume of 24,100 units.

　　The "Securities Daily" reporter noticed that from the delivery data in June, the new car-making forces have gradually gotten rid of the impact of the epidemic since April, and the delivery of new cars has accelerated.

At the same time, the second half of the year will usher in an intensive period of new car releases, superimposed on the favorable policies to stimulate automobile consumption. The China Automobile Association predicts that the sales of new energy vehicles nationwide will reach 5 million in 2022, a year-on-year increase of 42%.

　　Mainstream new forces delivered in June

　　The collective broke ten thousand

　　Judging from the delivery data in June, the delivery volume of the five mainstream new forces has rebounded sharply, and all exceeded 10,000 vehicles.

Among them, in June, Xiaopeng Motors delivered a total of 15,295 vehicles, a year-on-year increase of 133%, ranking first.

From January to June this year, Xiaopeng delivered a total of 68,983 vehicles, which was 2.2 times the cumulative delivery of the same period last year. The total delivery volume in the first half of the year also ranked first.

　　Nezha, which ranked second in delivery in June, also performed well in sales.

In June, Nezha delivered 13,157 vehicles, a year-on-year increase of 156% and a month-on-month increase of 20%, achieving year-on-year growth for 24 consecutive months.

In the first half of this year, Nezha sold 63,131 vehicles, a year-on-year increase of 199%.

As of the end of June, the cumulative delivery of Nezha vehicles reached 159,108.

In terms of specific models, 4,010 Nezha U cars were delivered in June, a year-on-year increase of 150%; 9,147 V-cars were delivered, a record high in a single month, a year-on-year increase of 159%, and sales of a single model exceeded 90,000.

　　With only one delivery model of Lili ONE, Lili Automobile firmly occupies the third place in the delivery volume.

In June, Li Auto delivered 13,024 Li Li ONE, a year-on-year increase of 68.9%.

A total of 28,687 vehicles were delivered in the second quarter, a year-on-year increase of 63.2%.

Since delivery, the cumulative delivery of Lili ONE has reached 184,491 units.

　　Recently, NIO, which was shorted by the "Grizzly Bear", has boosted investors' confidence through dazzling delivery data.

On July 1, NIO announced the delivery volume in June 2022, with a total of 12,961 new vehicles delivered, a year-on-year increase of 60.3% and a record monthly delivery volume.

In the second quarter, NIO delivered a total of 25,059 new vehicles, a year-on-year increase of 14.4%, and positive year-on-year growth for nine consecutive quarters.

From January to June, NIO delivered 50,827 new vehicles, a year-on-year increase of 21.1%.

A total of 217,897 NIO vehicles have been delivered.

　　According to the data, Leapmotor delivered 11,259 vehicles in June this year, a year-on-year increase of 185.69%; the cumulative delivery from January to June was 51,994 liangs, a year-on-year increase of over 265%.

Since the delivery, the cumulative delivery volume of Leapmotor has reached 103,814. On June 28, Leapmotor ushered in the 100,000th production car off the assembly line.

　　In addition, the sales volume announced this month also includes Aian and Jin Consailis, of which Aian sold 24,109 vehicles in June.

Xiaokang shares pointed out in the June production and sales report that the sales volume of Celis in June was 7,658.

　　From the overall picture of the industry, there are more models and products in the new energy vehicle market, and most brands are trying to stand firm in their respective segments.

Some people believe that at this stage, the segmentation method of the traditional automobile market should be referred to, and the ranking analysis should be carried out according to the dimensions such as model price and brand positioning, and then combined with the absolute value of sales.

　　Intensive release of new models

　　Compete for market space

　　At the beginning of 2022, after a short start at the beginning of the year, the Chinese auto market has entered a low ebb under the impact of multiple unfavorable factors such as multiple outbreaks of epidemics and insufficient supply of chips.

In March and April of this year, the industrial chain and supply chain of the automotive industry experienced the most severe test in history.

The continuous epidemic has hit Changchun and Shanghai, the two major centers of China's auto industry, and some companies have stopped production and production. Logistics and transportation have been greatly hindered, and production and supply capacity has declined sharply.

　　With the resumption of work and production represented by the Yangtze River Delta region, the domestic auto market showed a recovery trend in May. Led by Tesla, the main new power brands such as NIO, Xpeng, and Ideal, plus BYD, FAW, Geely, GAC The traditional car companies represented by etc. accelerated the resumption of work and production.

　　As of June, the domestic auto market has received 60 billion yuan of stimulus policies, the supply chain has recovered, superimposed policy stimulus, and strong consumption have boosted the delivery of new car manufacturers in June.

The China Passenger Transport Association said that in June, the trend of new energy vehicles of major manufacturers showed ultra-high growth.

　　"From today, all the Lili L9 show cars in all retail centers across the country will arrive at the store." Shen Yanan, co-founder and president of Lili Auto, released a charge signal on July 1.

　　In terms of NIO, the supply chain and vehicle production have fully recovered in June, and deliveries in Shanghai and other places are on track.

Next, NIO's second production base in the Xinqiao Smart Electric Vehicle Industrial Park will also be officially put into operation in the third quarter.

　　In June, the cumulative historical delivery volume of Xpeng Motors officially exceeded 200,000 vehicles.

"As the core supply chain accelerates the resumption of work and production, the double-shift production of the Zhaoqing plant has resumed in mid-May. Since the resumption of double-shift production, the scale of delivery has continued to grow." A person from Xiaopeng Motors told the "Securities Daily" reporter. , the company is currently accelerating the delivery of a large number of orders on hand accumulated since the first quarter.

　　At the same time, new forces have recently rushed to release new models.

In mid-June, NIO released the smart electric mid-to-large SUV ES7 and ES8, ES6, and EC6 equipped with the Alder·Alder intelligent system, all of which will be delivered in August.

　　On June 21, Li Auto officially released Li Li L9, a global smart flagship SUV for families.

"Since the release of Ideal L9 on June 21, it has received positive feedback and wide recognition from users. As of June 24, more than 30,000 Ideal L9 users have paid a deposit of 5,000 yuan." Shen Yanan said.

　　Xiaopeng Motors, which has been the top seller for many months, is also stepping up the layout of the model matrix, and the NGP of star function cities is progressing smoothly.

According to He Xiaopeng, chairman of Xpeng Motors, its first medium-to-large pure electric SUV, the Xpeng G9, will be launched in the third quarter of this year and will be delivered on a large scale in the fourth quarter. Next year, Xpeng Motors will launch two new platform models. Complete coverage of the price range of 150,000 to 400,000 yuan.

(Securities Daily)