To invest in stocks, look at the research reports of Golden Kylin analysts, authoritative, professional, timely and comprehensive, helping you tap potential themed opportunities!
Original title: The sales volume of the new forces in March was released: Nezha ranked second, catching up with “Wei Xiaoli”
On April 1, a number of new car manufacturers announced their March sales. Among them, Xiaopeng Motors once again ranked first with 15,414 deliveries, and Nezha Motors ranked second with 12,026 sales exceeding Li Auto. It is worth noting that Leapmotor delivered 10,059 vehicles in March, the first time that the monthly delivery exceeded 10,000.
Since March, the new energy vehicle market has ushered in a new wave of price increases, but from the sales data, the price increase has not had a significant impact on sales, and even has a certain promotion effect. In late March, some heads of Xiaopeng Auto stores, as well as Nezha,BYDAnd other brand dealers told reporters that orders in March hit a record high.
Xiaopeng regained the first place, and NIO urgently needs the help of new cars
In March, Xpeng Motors delivered 15,414 vehicles, an increase of 202% year-on-year; the cumulative delivery volume from January to March reached 34,561 vehicles, an increase of 159% year-on-year. Among them, the Xpeng P7 delivered more than 9,000 units in March. On March 18, Xiaopeng Motors officially announced that it will increase the product price by 10,000 to 20,000 yuan, and the price will take effect on March 21. The time difference between the declaration and the effective time shortens the decision-making time of car owners to a certain extent, and promotes the conversion of sales. The sales manager of a Xiaopeng Automobile store in East China told reporters that Xiaopeng Automobile announced on March 18 that it would adjust prices on March 21. The store received nearly 100 orders within 4 days, and it broke the historical monthly sales on March 20. Record.
Ideal Auto delivered 11,034 Ideal ONEs in March, a year-on-year increase of 125.2%; in the first quarter, it delivered 31,716 units, a year-on-year increase of 152.1%. Since delivery, the cumulative delivery volume of Ideal ONE has reached 155,804 units. The ideal ONE, which has achieved monthly sales of over 10,000, is the product with the best sales performance among the new domestic automakers.
Thanks to the higher selling price and the “big single product” strategy, Li Auto has better financial data performance compared to NIO and Xpeng Motors. According to the financial report, Li Auto achieved quarterly profitability in the fourth quarter of 2021. , the net loss in 2021 is about 300 million yuan, which is the closest to breakeven in “Wei Xiaoli”. In 2022, Li Auto will release the Li Li L9 model, which will be priced at 450,000 to 500,000 yuan.
NIO delivered 9,985 vehicles in March, a year-on-year increase of 37.6%; in the first quarter of 2022, NIO delivered a total of 25,768 smart electric vehicles, a year-on-year increase of 28.5%. Weilai said that in recent months, the average price of Weilai’s bicycles has reached 420,000 yuan.
Since 2022, the growth rate of NIO’s vehicle sales has slowed down. According to industry analysts, NIO’s high bicycle price and aging product strength are important reasons for its slowdown. The ES8, ES6 and EC6 models currently sold by NIO are all released before 2021. The delivery of the new car ET7 began on March 28, and a total of 163 vehicles have been delivered so far. Weilai said that it is expected to release the 2022 ES8, ES6 and EC6 models equipped with the latest smart cockpit hardware in late May, as well as the smart cockpit upgrade plan for existing users, and the new five-seat SUV ES7 will also be released simultaneously. In addition, NIO will deliver the ET5 model in the third quarter of 2022.
Nezha and Leap Pao are approaching “Wei Xiaoli”
In the past, Nezha Auto and Leapmotor were often called second-tier automakers by industry insiders. However, in recent months, the sales of Nezha and Leapmotor have continued to grow, and they have begun to approach the top NIO, Li Auto and Xiaopeng Motors.
In recent months, the monthly delivery volume of Nezha Auto has been stable among the top three in the delivery ranking of new car manufacturers, and it ranked second in February and March this year. In March, Nezha delivered a total of 12,026 vehicles, a year-on-year increase of 270%; from January to March, Nezha delivered a total of 30,152 vehicles, a year-on-year increase of 305%. Among them, 8,122 Nezha V vehicles were delivered; 3,904 Nezha U Pros were delivered. At present, the cumulative delivery of Nezha vehicles has exceeded 100,000.
In 2022, Nezha Auto will also release the Nezha S, the first product of its Shanhai platform. In addition, this year, Nezha will also take the first step towards globalization. In March this year, Nezha Motor’s Thailand subsidiary was established, and exhibited Nezha V right-hand drive version, Nezha U Pro overseas version and other models at the Bangkok International Motor Show. . By the end of March, Nezha had 349 auto channels, of which 82 were directly operated.
In terms of capital market, Hezhong New Energy, the parent company of Nezha Automobile, has been rumored to have an IPO for many times. It was reported earlier that Hezhong New Energy will conduct an IPO as early as the second half of this year, but Nezha Automobile said that there is currently no detailed information. can be disclosed.
Compared with Nezha Automobile, Leapmotor has always been in the second echelon of new car-making forces in terms of sales, but in March this year, Leapmotor achieved monthly delivery of over 10,000 vehicles for the first time, with a monthly delivery of 10,059 vehicles, a year-on-year growth rate. More than 200%; in the first quarter of 2022, Leapmotor delivered a total of 21,579 vehicles, a year-on-year increase of 410%.
In March, Leap Motor released a prospectus for Hong Kong stocks. According to the prospectus, Leapmotor will launch 8 new models by the end of 2025, and will launch 1-3 new models every year during this period. Among them, the medium and large sedan C01 will be launched in the second quarter of this year, and the delivery will start in the third quarter. For the purpose of fundraising, Leapmotor Motors said that it is estimated that 40% of the net amount will be used for research and development of new models, autonomous driving technology, and three-electric system technology; 25% will be used to improve production capacity, for example, construction will start this year. 25% will be used to expand business and enhance brand awareness, including overseas business such as opening overseas flagship stores in the European market in 2023.
Sina Statement: This news is reproduced from Sina’s cooperative media. Sina.com publishes this article for the purpose of conveying more information, and does not mean agreeing with its views or confirming its description. Article content is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.
Massive information, accurate interpretation, all in Sina Finance APP
Responsible editor: Zhang Yi