Our reporter Zhao Yuhan

　　According to statistics from the China Association of Automobile Manufacturers, from January to November this year, the national automobile production and sales reached 24.628 million and 24.302 million respectively, a year-on-year increase of 6.1% and 3.3% respectively; among them, the production and sales of new energy vehicles were 6.253 million and 6.067 million, respectively. Average year-on-year growth of 1 times, the market share reached 25%.

　　Judging from the sales data of the first November disclosed by car companies, the ranking pattern of new car manufacturers has changed again. Nezha Automobile, which relies on "low price and volume", has a high probability of winning the annual sales crown for the first time.

The new energy war is still spreading. As the new energy brands of traditional car companies such as GAC, Geely, and Celes, Aion, Jikrypton, and Wenjie, as the "second generation of innovation", have already competed with new forces.

In 2023, after the cancellation of state subsidies for new energy vehicles, new car-making forces may usher in a major reshuffle.

　The second echelon hits "Wei Xiaoli" upwards

　　The days when "Wei Xiaoli" dominated the top three in sales were over in the second half of last year.

　　This year, Nezha Automobile relied on two models worth about 100,000 yuan, which accounted for the top sales of new forces in most months. The cumulative sales volume in the first November was about 144,000, a year-on-year increase of 142%, basically locking the annual top sales of new forces.

Like Nezha, the zero-run car that focuses on "low price and volume" has delivered a total of about 103,000 new cars in the first November, a year-on-year increase of over 185%.

The new forces of the second echelon are making efforts to grab shares from "Wei Xiaoli".

　　Looking at the previous echelon "Wei Xiaoli", Weilai sold about 107,000 vehicles in the first November, ideally delivered a total of about 112,000 new cars, and Xiaopeng Motors sold about 109,500 vehicles.

However, Xiaopeng Motors only delivered 5,811 new cars in November.

According to analysis by industry insiders, the decline in competitiveness of the once popular model Xpeng P7 and the production capacity of the new model G9 are still in the ramp-up stage, which are the main reasons why Xpeng’s sales lagged behind.

　The growth of the "second generation" intensifies competition

　　In addition to the ever-changing rankings on the sales list, the biggest feature of the battlefield of new forces in 2022 is that their boundaries have begun to blur. A number of traditional car companies "create the second generation" are growing rapidly, and they also call themselves "new forces" and join the battle , making the competition in the new energy vehicle market more intense.

　　At the end of March this year, at the GAC Group annual report release communication meeting, Feng Xingya, general manager of GAC, said bluntly: "The goal of GAC E'an is to make 'Wei Xiaoli' into 'Ai Xiaowei'." Relying on GAC Group's "Create Second Generation" new brand into the competition track of new forces.

Sales in November reached 28,765 vehicles, leaving behind several traditional new forces.

　　Wenjie is also a dark horse among the new brands in 2022.

Relying on the "endorsement" of Huawei's technology, the Wenjie brand has achieved monthly sales of over 10,000 in just a few months after its launch, and has already entered the first camp.

　　In addition, Jikrypton, a new brand under the Geely Group, delivered 11,011 vehicles in November, a year-on-year increase of 447.3%. A total of 66,611 vehicles have been delivered in the first November of this year.

SAIC’s new brand, Feifan Motors, started delivery in November and handed over 1,501 vehicles; the new brand Avita, jointly created by Changan, Ningde Times and Huawei, has launched its first model and is expected to be delivered within this year. Running into the fray...

A new round of knockout rounds will start in 2023

　　After the competition in 2022, the new energy vehicle market may usher in a new round of elimination in 2023.

　　According to the data, the sales of Weimar, which entered the market at the same time as "Wei Xiaoli", have dropped sharply this year, and the sales volume in November was only more than 1,000 vehicles.

In the "second generation of creation", the monthly sales of SAIC's Zhiji and Dongfeng's Lantu are often only about 1,000 vehicles, and the performance of transformation and development is not satisfactory.

　　At present, most new car-making forces are still in a state of loss, and the cancellation of state subsidies in 2023 will further intensify operating pressure, and some marginalized low-selling brands may be forced out of the market.

However, according to Cui Dongshu, secretary-general of the Passenger Car Market Information Association, it is obviously more urgent to increase sales and occupy the market than to achieve profitability.

　　In order to maintain sales growth, the launch of new models and the addition of plug-in hybrid versions have become the choices of many new power car companies.

Following BYD's aggressive staking in the hybrid market and a substantial increase in sales, many car companies have begun to follow suit.

　　Drawing on Tesla's car-making experience, both Weilai and Xiaopeng will create new explosive models as their main direction of attack.