The new energy automobile industry continues to be hot. On December 1, a new force for car buildingIdeal car、Xiaopeng Motors、Wei LaiCars simultaneously released the car delivery data for November this year, with year-on-year increases of 190.2%, 270%, and 105.6% respectively.
Same day,Tianfeng SecuritiesVice President and Director of the Institute Zhao Xiaoguang in China in 2021AnalystThe conference stated that new energy vehicles are at the stage of smartphones in 2011 and 2012, and there is still a lot of development.
New car-making forces surge in sales in November
December 1,Xiaopeng MotorsThe November delivery data was released, and the total delivery volume in November was 15,613 units. This is alsoXiaopeng MotorsFor the third consecutive month, it delivered more than 10,000 yuan, an increase of 54% month-on-month and 270% year-on-year. Among them, Xiaopeng P7 delivered 7,839 units, an increase of 30% month-on-month; Xiaopeng G3 series products delivered 5,620 units, an increase of 54% month-on-month; and the Xiaopeng P5, which started mass delivery in October, delivered 2,154 units.
Same day,Ideal carThe release of delivery data for November 2021 shows thatIdeal carDelivered 13,485 Ideal ONEs, a year-on-year increase of 190.2%.
It is understood that at present, the ideal vehicle delivery model is only Ideal ONE. From January to November 2021, the total delivery of ideal vehicles will reach 76,404. Since the delivery, the cumulative delivery volume of Ideal ONE has reached 110001 vehicles.
“Ideal ONE set a new record of 13,000 units delivered in a single month in November. This is also a Chinese brand with a starting price of over 300,000 units.luxuryFor the first time, the model delivered over 10,000 yuan in a single month. “Shen Yanan, co-founder and president of Ideal Auto, said.
As of November 30, Ideal Auto had 174 retail centers nationwide, covering 93 cities; 236 after-sales repair centers and authorized sheet spray centers, covering 171 cities. Officials revealed that as of November 30, Ideal Motors had 174 retail centers across the country, covering 93 cities; 236 after-sales repair centers and authorized sheet spray centers, covering 171 cities.
Wei LaiThe delivery volume of new energy vehicles also increased significantly in November.Wei LaiAutomobile delivery data disclosed on December 1st showed that the delivery volume in November reached 10,878 vehicles, an increase of 105.6% year-on-year. The delivered models included 2,683 es8, 4713 ES6s and 3482 EC6s. This year’s cumulative delivery volume reached 80,940 vehicles, a year-on-year increase of 120.4%. As of November 30, 2021, the cumulative delivery of ES8, ES6 and EC6 reached 156,581 vehicles.
On the morning of December 1, Nezha Automobile’s official microblog announced that it had delivered a total of 10013 units in November. This is also the first time that Nezha Automobile delivered more than 10,000 units a month.
In addition, on December 1, Weimar Motors announced the delivery volume in November, showing that in November, Weimar delivered 5,027 smart pure electric vehicles, a year-on-year increase of 66.6%. From January to November, Weimar Motors delivered a total of 39,095 smart pure electric vehicles, a year-on-year increase of 96.4%. So far, Weimar Motors has delivered a total of 83,624 smart pure electric vehicles.
From a revenue perspective, the current revenue of the three new power car companies is still dominated by vehicle sales. With the increase in delivery volume and vehicle sales revenue, the three car companies have achieved a year-on-year increase in revenue of more than 100%. The financial report shows that Weilai Automobile’s third-quarter revenue was 9.81 billion yuan, an increase of 116.6% year-on-year; Xiaopeng Automobile’s third-quarter revenue was 5.72 billion yuan, an increase of 187.4% year-on-year; ideal car revenue reached 7.78 billion yuan, an increase of 209.7% year-on-year .
China already accounts for 61% of global new energy vehicles
On the evening of November 30th, Cui Dongshu, Secretary-General of the Travel Federation, issued a document stating that the global sales of generalized new energy passenger vehicles reached 7.02 million units from January to October 2021.Among them, plug-in hybrid, pure electric, fuelBatteryThe global sales of new energy vehicles in the narrow sense reached 4.58 million units, a year-on-year increase of 132%.
Cui Dongshu pointed out: “From January to October 2021,Guoxin EnergyThe world share of passenger cars is 51%, of which 61% in October, ChinaGuoxin EnergyThe car performed well. “In addition, China accounted for 57% of the world‘s new energy vehicles in the third quarter of 2021.
According to data from the China Association of Automobile Manufacturers, the production and sales of new energy vehicles in October reached 397,000 and 383,000 respectively, an increase of 1.3 times year-on-year.Among them, the production and sales of pure electric vehicles were 329,000 and 316,000 respectively, an increase of 1.3 times year-on-year; the production and sales of plug-in hybrid vehicles were both completed at 68,000, an increase of 1.7 times and 1.5 times respectively;BatteryThe production and sales of automobiles were 59 and 47, respectively, a year-on-year decrease of 23.4% and 40.5%.
January to October, midGuoxin EnergyThe production and sales of automobiles were 2.566 million and 2.542 million respectively, an increase of 1.8 times year-on-year.Among them, the production and sales of pure electric vehicles were 2.132 million and 2.105 million, an increase of 1.9 times year-on-year; the production and sales of plug-in hybrid vehicles were 433,000 and 437,000 respectively, an increase of 1.2 and 1.4 times respectively;BatteryThe production and sales of automobiles were 940 and 953, respectively, up 45.3% and 44.8% year-on-year.
At the 2021 Sequoia Digital Technology Global Leaders Summit held recently,BYDChairman Wang Chuanfu mentioned that electric vehicles have ushered in an unprecedented period of development in China. The penetration rate of new energy vehicles has risen from 5%-6% at the beginning of the year to around 20% in October. He predicts that the sales of new energy vehicles in the Chinese market this year is expected to exceed 3.3 million units. By the end of next year, the penetration rate of new energy vehicles in China will be More than 35%.
“China’s new energy vehicles of the same price or the same level have surpassed traditional fuel vehicles in all aspects in terms of performance, intelligence, and cost of use.” Wang Chuanfu believes that today’s domestic industry is facing major changes, and vehicle electrification occupies the right time and place. with. Global climate change, China’s “dual-carbon” strategy and other commitments, and the increasing public awareness of environmental protection, have ushered in an unprecedented period of development for new energy vehicles in China.
December 1,Tianfeng SecuritiesZhao Xiaoguang, vice president and director of the Institute, said at the 2021 China Analyst Conference that new energy vehicles are in the stage of smartphones in 2011 and 2012, and there is still a lot of development.
“In this year we have seen very good performance in two major industry directions. The first is new energysemiconductorRepresented by the information economy, we can see that in the context of carbon neutrality, the valuation of resources represented by coal, non-ferrous metals, petrochemicals, and chemicals is being revalued. At the same time, in the future, on the one hand, we can see that these logics will be more sustainable in the medium and long term. For example, new energy vehicles are in the stage of smart phones in 2011 and 2012, and there should still be great development. At the same time, we see that some new industries in the future will continue to obtain better development opportunities. “Zhao Xiaoguang said.
However, from the perspective of the entire automotive industry, the overall profit of my country’s automotive industry is still down year-on-year. According to data released by the Federation of Travelling Industries on December 1, from January to October, industrial enterprises above designated size across the country achieved a total profit of 716.499 billion yuan, a year-on-year increase of 42.2%, an increase of 43.2% from January to October 2019, and an average increase of 19.7 in the two years. %. The overall profit of the automotive industry from January to October fell by 3% year-on-year, of which October revenue fell by 9% and profit fell by 28%.
(Article source: e company)