At the beginning of July, several new energy vehicle companies announced their delivery data for June, and their six-month performance reports were also released accordingly.
In terms of new forces in car manufacturing, Ideal Automobile still ranks first on the monthly new car delivery list. In June, Ideal Automobile delivered approximately 47800 new cars, a year-on-year increase of 46.7%. From January to June this year, Ideal Automobile delivered nearly 190000 new cars. As of June 30th this year, the cumulative delivery volume of Ideal Automobile has reached 822300 units, ranking first in the total delivery volume of new Chinese brands.
Tabulation: Reporter Sun Lei
"The sales momentum of the Ideal L series will continue to improve in June, with the delivery volume of Ideal L successfully exceeding 20000 units and the monthly delivery volume of all series products exceeding 40000 units." Li Xiang, Chairman and CEO of Ideal Automobile, revealed.
In June, NIO delivered a total of 21200 new cars, a year-on-year increase of 98%, reaching a historic high; In the second quarter of this year, NIO delivered approximately 57400 new cars, exceeding the delivery guidelines, with a year-on-year increase of 143.9%; From January to June this year, NIO delivered a total of 87400 new cars, a year-on-year increase of 60.2%. As of June 30th this year, NIO has delivered a total of 537000 new cars.
Some analysts believe that the recognition of product strength, the expansion effect brought by the battery swapping alliance, the assistance brought by BaaS policies, and the fact that NIO Chairman Li Bin's live broadcast has led to more people's understanding and recognition of NIO are important reasons for NIO's record high delivery volume.
In June, Xiaopeng Automobile delivered approximately 10700 new cars, a year-on-year increase of 24% and a month on month increase of 5%. Among them, the Xiaopeng X9 delivered 1687 vehicles, with a cumulative delivery of over 13100 vehicles in the first half of the year. From January to June this year, Xiaopeng Motors delivered over 52000 new cars, a year-on-year increase of 26%.
It is understood that in June, Xiaopeng Motors entered the Egyptian market and released Xiaopeng G9 and Xiaopeng P7, becoming the first Chinese intelligent pure electric vehicle brand to launch pure electric products in the Egyptian and African markets. In addition, the AI Dimensity system will receive an OTA in the third quarter of this year and be officially launched overseas.
In terms of Xiaomi Motors, according to official data, the delivery volume of Xiaomi SU7 exceeded 10000 units in June, and it is expected that the delivery volume in July will also exceed 10000 units.
Extreme Krypton announced that it delivered over 21000 cars in June, a year-on-year increase of 89%; Approximately 88000 vehicles were delivered from January to June, a year-on-year increase of 106%. The latest data released by Lantu Automobile shows that Lantu Automobile delivered 5507 vehicles in June, a year-on-year increase of 83%; The cumulative sales from January to June exceeded 30300 units, a year-on-year increase of 102%. According to data released by Zhiji Automobile, its sales reached 6015 units in June this year, a month on month increase of 41% and a year-on-year increase of 200%.
From the currently released data, various car companies have performed differently, but most of them have shown a trend of year-on-year and month on month growth in delivery volume, and some brands have set new delivery records.
According to data previously released by the China Association of Automobile Manufacturers, the retail scale of new energy passenger vehicles in China is expected to reach 860000 units in June, an increase of 6.9% month on month and 32.7% year-on-year. The penetration rate is expected to increase to 49.1%. "Driven by the dual factors of increasing new product volume and lowering prices, the scale of the new energy market will continue to steadily grow, and the penetration rate is expected to reach a historic high," said the China Association of Automobile Manufacturers.
The China Association of Automobile Dealers stated that in June, the passenger car market entered a six-month closing period, and car companies and dealers have a strong willingness to strive for sales performance. In addition, the "trade in" policy incentives and the "618" large-scale promotional activities have jointly promoted the continuation of the car buying frenzy in June.
Looking ahead to the next market performance, CITIC Securities reported that it is optimistic about the sales and overseas prospects of the new energy vehicle market for the whole year, especially the policy of replacing old vehicles with new ones launched at the end of April, which is expected to significantly boost sales for the whole year. It is expected that the beta (beta coefficient) of the sector will be better in the second half of the year than in the first half.