On October 1, the new forces of car manufacturing successively announced the delivery data in September. Among them, the sales of Ian once again exceeded 50,000, and the ideal car hit a new monthly delivery record, with the delivery volume exceeding 36,000. In addition, the delivery volume of many new force brands such as Deep Blue Automobile, Zero Run Automobile, NiO, Xiaopeng Automobile, and polar Krypton also exceeded 10,000 units.
The association pointed out that "gold nine silver ten" is the traditional car market peak season, and a new round of local subsidies and manufacturers at the end of the third quarter have a total force, superimposing the Mid-Autumn Festival and National Day ultra-long holiday holiday effect, and the car market is not less hot in September. Following the concentrated listing of new energy products in the second quarter, at the Chengdu Auto Show from August 27 to September 3, multi-brand new energy products were unveiled to open pre-sales, and this wave of new products gradually became available, which formed a strong support for the new energy market in September and the fourth quarter.
An, ideal to hit a new high
In September, Aean and Ideal cars maintained strong momentum. Among them, Ian sold 51,600 units in September, a new record. From January to September, the cumulative sales of Ian exceeded 350,000, an increase of 93%. It is reported that the sales target of Ian this year is 550,000, and it is also planning to expand production.
Ideal Car delivered a total of 36,000 new cars in September, an increase of 212.7% year-on-year, and a new high in a single month. From January to September, the cumulative delivery of ideal cars has reached 244,000.
"In September, as market demand continues to grow, we achieved a number of historic breakthroughs, weekly sales, monthly sales and orders have reached new highs, including Ideal Car orders in September alone has exceeded 40,000. The three models of the ideal L series have exceeded 10,000 bicycles delivered for two consecutive months." Ideal Automobile chairman and CEO Li Xiang said.
Li Xiang also revealed on September 19: "We will stop production at the end of September and during the National Day to upgrade the factory, and all upgrade double shift production." Monthly orders can be achieved this month over 40,000, and the probability of monthly delivery over 40,000 is high in November."
Deep Blue cars ranked among the top three in the September list, with a total of 17,000 deliveries, and Deep Blue S7 has been delivered for two months. On September 22, Deep Blue Automobile announced that it took only 14 months to achieve cumulative sales of more than 100,000 vehicles. The official said "refresh the independent new energy vehicle brand 100,000 sales new speed." At present, there are two models of Deep Blue automobile on sale, Deep Blue S7 priced at 149,900 yuan to 202,900 yuan, and Deep Blue SL03 priced at 145,900 yuan to 191,900 yuan.
In addition, zero-run cars, NiO, and Xopeng cars delivered more than 15,000 vehicles in September, and each of them clenched the score and the competition became white-hot. Among them, the delivery of new cars in September reached 15,800, a record high.
Nio delivered 15,600 new cars in September, an increase of 43.8%. As of September, NIO delivered a total of about 110,000 new cars, becoming the second car company in the company with cumulative sales exceeding 100,000 vehicles this year.
Xiaopeng Motor followed with 15,300 new vehicles delivered, up 12 per cent quarter-on-quarter and 81 per cent year-on-year. Among them, Xiaopeng G6 delivered 8,132 units. Xiaopeng Motor said: "At present, the production capacity of Xiaopeng G6 has been significantly increased, and the next delivery process will be further accelerated. On the basis of full preparation in the early production and supply side, Xiaopeng Motor is stepping up the climb speed of G9 production capacity and accelerating the delivery of orders in hand."
Nezha cars and polar krypton deliveries also exceeded 10,000 units. In September, Nezha delivered 13,200 new vehicles, up 9.2% from the previous month. In September, Krypton delivered 12,000 units, an increase of 45.6 percent year-on-year.
From the perspective of delivery results, in September, a number of new energy vehicle companies achieved year-on-year or sequential growth in delivery. Landu delivered 5,010 vehicles, an increase of 99%. Avita delivered 3,083 vehicles in September, an increase of more than 50% month-on-month.
New products frequent, sprint fourth quarter
Under the "gold nine silver ten" car buying boom, car companies on the one hand fancy promotion to boost sales; On the one hand, accelerate the promotion of new, seize the fourth quarter market.
At the end of August, Ideal Automobile launched a limited-time incentive activity, specifically for the owners of any model of Ideal L9, Ideal L8, Ideal L7 newly ordered from August 30, 2023 (inclusive) to September 30, 2023 (inclusive) and through the cooperative insurance institutions to purchase auto insurance, can enjoy an insurance subsidy of 10,000 yuan.
In the context of a new round of price promotion war in August and September, there are also a number of new energy vehicle companies to increase their competitiveness through the listing of new cars with lower prices.
On September 12, the new M7 was listed, and compared with the old model, the price of the new M7 was further lowered, priced at 249,800 to 329,800 yuan. Among them, the price of the entry-level model has been reduced to the price level of the same door medium-sized SUV M5, and the listing price of the older M7 is 70,000 yuan lower.
As of press time, the company has not released the delivery data for September. According to the official, since the official listing on September 12, the new M7 has exceeded 1,500 units per day, and as of September 30, the total number of units has reached 30,000.
Xiaopeng Automobile also launched the new G9 a year after the G9 was listed, and its price range is 263,900 to 359,900 yuan. The starting price of the new G9 is 46,000 yuan cheaper than the old model, and the Pro and Max versions are reduced by 66,000 yuan and 60,000 yuan respectively with the same configuration. Less than a week after the new G9 went on sale, the new Xiaopeng P5 went on sale. Xiaopeng Motors told Times Finance: "G6 momentum is very strong, the new G9 performance is also good, a few days ago just refreshed Xiaopeng P5, the entire product system is more competitive, is expected in the fourth quarter, monthly delivery will exceed 20,000 units."
Zero Run car in late September launched the sedan C01 super range extension, SUV C11 super range extension, the maximum range of the two new cars more than 300 kilometers. At present, the price of zero Run's products mainly covers the range of 150,000 to 200,000 yuan. Zhu Jiangming, founder, chairman and CEO of Zero Run Technology, said: "When we do product pricing, we agreed to meet the needs of extended range users for 'large batteries and longer pure battery life'." Zero run car said: the C-series super range extension model will continue the excellent market performance of its predecessors, and is expected to usher in further take-off in the fourth quarter and gain more bright market feedback.
On September 15, NIO electric coupe SUV's new EC6 was officially upgraded and launched for delivery. At present, all eight models of NIO's second-generation technology platform have been listed.
Dongguan Securities pointed out in the research report that the national and local policies to support the expansion of new energy vehicle consumption continue to continue, with the car market entering the peak season, the main new products of car companies have been released to support the potential demand, and the subsequent sales of new energy vehicles are expected to continue to rise.
According to the survey of the passenger car Association, the discount rate of the overall passenger car market in mid-September was about 18.2%, which was slightly lower than that in mid-August, and the terminal preferential efforts at the end of August were maintained to support the end-of-quarter impulse of various manufacturers. Retail sales accounted for more than 80% of the head manufacturers at the beginning of the retail target with the same, month-on-month growth.
The association predicted that in September, new energy retail sales of about 75.0 million units, an increase of 4.7% month-on-month, an increase of 22.3% year on year, and a penetration rate of about 37.9%, maintaining a stable growth trend.