Shopping 2023 New Forces for Building Cars Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom.

  On February 1st, a number of new car-making forces released sales transcripts. The Federation pointed out that during the Spring Festival holiday, consumer demand was put ahead, and the growth of new energy sales has reached a bottleneck stage. The price reduction of head enterprises such as Tesla has caused consumers’ wait-and-see mood, which has dropped significantly from the previous month. Therefore, compared with the data in January, the delivery results in February can better reflect the situation of enterprises and markets.

  Under the background of off-season, although LI did not continue to maintain the level of 20,000+,it was rare to win over 15,000 vehicles, which was far behind Weilai and Tucki. Sales of Nezha, AITO, Krypton and Lantu also dropped sharply, while sales of zero-run dropped by over 80%.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image001

  In 2022, the new energy vehicle market in China entered a new stage of large-scale and market-oriented development, which laid the foundation for sustained growth in 2023. Although the state subsidies were officially withdrawn, the incentive policies to promote automobile consumption from the state to the local governments began to exert their strength, and consumer demand needs to be further released. It is estimated that more than 100 new cars will be listed in China this year. On the other hand, challenges such as supply chain security and fluctuation of raw material prices still exist. The market demands on the product strength, technical strength, operational strength and brand strength of car companies have greatly increased, and the competition has further intensified, which will eventually be reflected in sales performance. Car companies, including new forces, need to be prepared for the battle, enhance the value of the whole vehicle, reflect product characteristics, and enhance the differentiated experience that consumers can perceive.

  The ideal sales volume exceeds the sum of Weilai Tucki

  In January 2023, LI delivered 15,141 new cars, a year-on-year increase of 23.4%. The historical cumulative delivery volume is 272,475 vehicles. In terms of channel layout, as of January 31, LI has 296 retail centers nationwide, covering 123 cities; There are 320 after-sales maintenance centers and authorized car body panel spraying centers, covering 222 cities.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image002

  "In the whole year of 2022, we won the first place in the market ranking of large and medium-sized SUVs in China with the ideal L9, ideal L8 and Li ONE models. LI not only meets the needs of family users in the price range of 300,000 yuan to 500,000 yuan, but also becomes the first choice for luxury SUVs. Since September last year, Ideal L9 has ranked first in sales of large SUVs in China. Ideal L8 relays the sales miracle of Li ONE and becomes the sales champion of medium and large SUV in China in December 2022. Next, the five new flagships for the family, the ideal L7, will be officially released on February 8, 2023, opening a new journey for a family of three. " Li Xiang, founder, chairman and CEO of LI, said.

  In 2022, LI’s product line entered a new stage, and the new products Ideal L9 and Ideal L8 quickly completed the capacity climbing. The third model, Ideal L7, is expected to be delivered at the end of February.

  At present, LI has launched a multi-vehicle strategic layout, which not only increases the potential sales volume, but also challenges its production capacity and supply chain resilience.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image003

  In terms of intelligent competitiveness, on January 28th, Li Xiang issued a letter to all employees, mentioning that the technical products of Software 2.0 will be officially launched in China in 2023. In the most important field of intelligent electric vehicles, LI’s end-to-end training city NOA navigation-assisted driving (not relying on high-precision maps) will land at the end of 2023, facing more complicated road conditions and scenarios.

  At present, ideal L7, ideal L8 and ideal L9 all come standard with ideal AD intelligent driving. According to official data, the average daily usage rate of the ideal NOA navigation-assisted driving system has exceeded 50%.

  In the letter, Li Xiang also put forward a big vision: to become the world’s leading artificial intelligence enterprise in 2030.

  Weilai accelerates innovation

  Weilai delivered 8,506 new cars in January, down 11.04% year-on-year and 42.22% quarter-on-quarter, including 2,190 electric SUVs and 6,316 electric cars. The deliveries of the second-generation technology platforms ET7, ES7 and ET5 accounted for 85.6% of the total deliveries in the month. Up to now, Weilai has delivered a total of 298,062 new cars. 

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image004

  As of January 31st, Weilai has accumulated 99 Weilai centers, 299 Weilai spaces, 252 Weilai service centers, 50 Weilai delivery centers and 3 Weilai used car experience stores in China. 1313 power stations, including 348 expressway power stations, 1241 overcharged stations, 6301 overcharged piles, 1078 destination charging stations, 7328 destination charging piles, and 630,000+ third-party charging piles.

  Li Bin, chairman and CEO of Weilai, said in a letter to all employees released on New Year’s Day in 2023, "The impact of epidemic and emergencies in 2022 exceeded expectations and disrupted the original rhythm and plan. Due to various reasons, the normal production days of the factory are not too many, and at the same time, due to the shortage of supply chain, the capacity climbing of the factory is also hindered. Even so, Wei Lai has made good achievements in the systematic layout. "

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image005

  In the first half of 2023, Weilai expects that there will be 8 models on sale. At present, 5 models can be basically confirmed: brand new ES8, ET7, ES7, EC7 and ET5. Among them, ET7 was delivered in March last year, ES7 was delivered in August last year, and ET5 was delivered in September last year. The new ES8 and EC7 newly released by NIO DAY are scheduled to be delivered in the first half of this year, and the models produced by NT1 platform will be gradually replaced by NT2 platform.

  From this point of view, Weilai’s product planning has become clearer and clearer, and it has entered a platform-based car-making period, accelerated innovation and production, and effectively formed a scale, thus enhancing product sales, accelerating demand release, diluting costs with running volume, and enhancing gross profit, with the ultimate goal of achieving profitability in 2024 as proposed by Li Bin.

  Nezha Auto delivered 6,016 vehicles in January.

  Nezha delivered 6,016 vehicles in January, including 3,487 vehicles delivered by Nezha V, 1,012 vehicles delivered by Nezha U and 1,517 vehicles delivered by Nezha S. As of January 2023, Nezha has delivered a total of 254,065 vehicles.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image006

  In 2022, Nezha Automobile’s three major car series will become the pillars of sales growth with a more complete product matrix. Nezha S, a sports smart coupe, is officially listed, which indicates that Nezha Automobile has officially entered the market of 200,000-300,000 yuan. In the end, Nezha Automobile won the first place among the new forces with the performance of 152,073 vehicles, and became the first brand of new forces with annual sales exceeding 150,000 vehicles.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image007

  However, some media still question the suspicion that Nezha automobile is "flooded with sales volume" and "the B-end ratio is too high". Recently, the data of compulsory insurance for vehicles of new energy automobile brands show that in 2022, the number of automobiles insured in Nezha was 146,099, ranking seventh among global new energy automobile brands, and the insured amount accounted for 96.07% of the total sales volume. According to authoritative data of other industries, in 2022, individual automobile users in Nezha accounted for 83%, and B-end accounted for only 17%.

  In 2023, the focus of Nezha Automobile will continue to promote the development of new products and brands.

  Tucki’s chain sales are halved

  In January, Xpeng Motors delivered a total of 5,218 new cars, which was 59.6% lower than that in December 2022. Among them, G9 delivered 2,249 vehicles and 2,968 other vehicles.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image008

  Compared with last December, the delivery proportion of G9 has increased, which may be due to the upcoming release of the modified P7, which has reduced the delivery volume of cash P7.

  Looking back on 2022, Xpeng Motors’s sales performance was ups and downs. After winning the semi-annual sales title of New Power in the first half of the year, the delivery volume continued to decline in the second half of the year due to the listing of G9, and it did not return to the level of 10,000 vehicles until December. Failed to complete the delivery target of 250,000 vehicles proposed in early 2022. This year, Tucki has entered a critical period. If the sales volume can’t go up, it will fall behind. As He Xiaopeng, chairman and CEO of Xpeng Motors, said, "The cruel knockout did not leave much time for Tucki."

  Since the second half of last year, Xpeng Motors has started a comprehensive organizational adjustment to improve its efficiency in order to adapt to the fierce market competition and challenges. In October, 2022, Xpeng Motors established five virtual committee organizations, namely, strategy, production planning, technology planning, production and sales balance, and OTA committee, and three virtual product matrix organizations, namely, E, F and H platforms. The former is responsible for improving the communication and collaboration efficiency of all business lines, while the latter is responsible for opening the closed loop of end-to-end products. He Xiaopeng is directly responsible for the company’s brand strategy, product planning and technical route formulation.

Shopping 2023 New Forces of Building Cars Delivery List in January: Ideal Over 10,000 Tucki Halfway to the Bottom _fororder_image009

  On January 30th, Xpeng Motors officially announced that Wang Fengying was appointed as the president of the company, who would be fully responsible for product planning, product matrix and sales system. He Xiaopeng expected that her participation would bring more different sparks to the integration of "intelligence+automobile". Whether Xpeng Motors’s market performance can be reversed after Wang Fengying takes office is worthy of attention.

  In 2023, the goal set by He Xiaopeng is to deliver a total of 450,000 vehicles and nearly 200,000 vehicles throughout the year. To this end, Xpeng Motors will launch five new cars this year. Three old models, P7, P5 and G3, will be redesigned, and the other two are brand-new Coupe SUV and pure electric MPV. Tucki has laid out three vehicle platforms, including the completed E-flat car, and the third-generation F-flat car and H-flat car completed in 2023. The new platform will use super-large integrated die-casting body, which will reduce the manufacturing cost to some extent and upgrade the software.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image010.

  Autopilot is still the core label of Xpeng Motors. Full Scene Assisted Driving (XNGP) will be delivered in the third quarter of this year. Robotaxi, a Tucki G9 driverless taxi, has started to operate in Guangzhou.

  In terms of medium and long-term goals, Xpeng Motors plans to achieve a positive operating profit in 2025 (the lowest comprehensive gross profit margin will reach 17% in 2025, and the annual R&D investment will reach 10 billion), and the sales volume will reach 1.2 million in 2027 (the market share in fully-automatic vehicles will reach about 30%).

  AITO series delivered 4475 vehicles.

  In January, the AITO brand with deep cooperation between Huawei and Sailis Automobile delivered 4,475 vehicles, with a cumulative delivery of more than 80,000 vehicles.

  According to the official, after the AITO brand launched the New Year’s New Price Thanksgiving Feedback on January 13th, the number of store visitors increased significantly, and the orders for the series of models in the world were still growing steadily.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image011.

  In the expectation of Huawei and Cyrus, AITO will "enter the first echelon within five years and become the top three brands of new energy vehicles in the world". At present, there are three models on sale: M5, M7 and M5 EV.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image012.

  Previously, the spy photos of the M9 were exposed, and the new car was positioned as a luxury SUV, with an estimated price of about 500,000. It should bring a lot of Huawei’s black technology to the ideal L9.

  Krypton delivered 3,116 new cars.

  The high-end smart electric vehicle brand delivered 3,116 new cars in January, down 72.5% from 11,337 in December 2022 and down 11.73% year-on-year. Up to now, 81,064 vehicles have been delivered historically. Among them, the average order amount of Krypton 001 is 336,000 yuan; The average order amount of Krypton 009 is 527,000 yuan. 

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image013.

  The decline in the delivery of krypton is related to the transformation of the factory. Since January 11th, the Krypton Smart Factory has stopped production for 21 days due to the transformation and upgrading of the production line. However, on the whole, Krypton is accelerating the pace of product push. According to the plan, Krypton put forward the goal of delivering 140,000 vehicles in 2023, and started the global strategic layout.

  On January 15, Extreme Krypton 009 was delivered nationwide. The 2023 Extreme Krypton 001 was officially launched in January, offering four models, with an official guide price of 300,000-386,000 yuan. The new 001 introduced an optional package equipped with 140 kWh Kirin battery, with a cruising range of 1,032 kilometers, but the optional package is currently only limited to 1,000 sets.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image014.

  Recently, Krypton also released the preview of the third model, or named Krypton 003. The official said that this new car has entered the 3-second club and is the performance ceiling of an A-class SUV. The new car is expected to be launched at the Shanghai Auto Show. It is expected to be built based on SEA’s vast pure electric architecture, or it will launch two power forms: single-motor rear drive and dual-motor four-wheel drive.

  Lantu car wants to turn over.

  The "new second generation" Lantu car, which was built by a traditional car company, delivered 1,548 new cars in January, down 10.5% from the previous month, and the average transaction price exceeded 382,000 yuan, surpassing the first-line luxury brands. As of January 31st, Lantu has opened 187 stores nationwide, including 140 Lantu Space, 2 Lantu Flagship Stores and 45 Lantu Delivery Service Centers.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image015.

  Lu Fang, CEO of Lantu Automobile, said: "January is the Spring Festival holiday, and the daily operation of national sales stores and users’ licensing are greatly affected. In 2023, we will take the customer first as the starting point of our work, continue to maintain strategic determination and patience, accelerate the reform of marketing system and the improvement of profitability, strengthen the construction of system strength, continue to promote brand rejuvenation and value, and build a high-end brand based on China culture. Make more consumers recognize the core advantages of Lantu brand, product strength, technology and service ability, and provide users with a reliable, safe and luxurious travel experience. With the continuous expansion of new car launch and sales network, we are full of confidence in sales in 2023. "

  At the beginning of the new year in 2023, Lantu FREE Extended Life Edition was officially released, with a comprehensive cruising range of 960km(CLTC). It comes standard with Qualcomm Snapdragon 8155 car chip and air suspension. This is the further improvement of Lantu FREE family product line after the release of Lantu FREE ultra-long battery life pure electric version.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image016.

  In addition, Lantu has created a personalized customized ecological official platform, which can give users a product experience of "thousands of people". As the first product under the personalized customization ecology, on January 13th, the first batch of Lantu FREE DNA production models were officially launched and delivered at the same time. Lantu FREE DNA was released on August 26th, 2022, with a limited edition of 3,000 vehicles. The extended range version was priced at 379,900 yuan, and the pure electric version was priced at 419,900 yuan. 

  Lu Fang also directly pointed out in his letter to all employees that the key issues to be solved this year are brand awareness, sales experience and service experience. In 2023, we must fight this turnaround.

  Only 1,139 zero-run cars were delivered.

  Zero-run cars delivered 1,139 new cars in January, a sharp drop of over 80% from the previous month, with a cumulative delivery of 165,142 vehicles in history. The run-by-run C11 extended-range version will be pre-sold on February 9th and delivered in the first quarter.

Shopping 2023 New Force of Building a Car Delivery List in January: The ideal is over 10,000, and Tucki is at the bottom _fororder_image017.

  The zero-run C11 extended-range version has been previously declared by the Ministry of Industry and Information Technology, and the new car will be equipped with a ternary lithium battery of 43.74 kWh, with a pure battery life of 170 kilometers.

  In the second half of this year, Zero Run will also release a brand-new medium and large SUV based on Platform B, which adopts a 6/7 seat layout and is equipped with both extended range and pure electric power, or it will be named B11, and the price is expected to be around 250,000 yuan.

  Zero Run had planned to launch seven brand-new pure electric vehicles by the end of 2025 at the speed of one to three models per year, covering cars, SUVs and MPVs of various sizes. All seven new models will focus on the mid-to-high-end mainstream new energy vehicle market in China and be developed on platforms A, C and D respectively. (Text: Yang Xiaohong Map: Enterprise Official Map)