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Delivery volume of new car making forces in May: NIO exceeded 20000 vehicles, Ideal exceeded 35000 vehicles, with an average month on month increase of 30%

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On June 1st, Red Star Capital Bureau reported that new forces in the automotive industry have released sales figures for May, achieving double-digit month on month growth. Among them, NIO (09866. HK/NIO. US) delivered over 20000 vehicles, and Ideal Automobile (02015. HK/LI. US) delivered over 35000 vehicles, both with growth rates exceeding 30%.
Red Star Capital Bureau organizes public information

Specifically, on June 1st, Xiaomi Group (01810. HK) CEO Lei Jun stated at the 2nd Future Automotive Pioneers Conference that the Xiaomi SU7 model had 88063 lock orders in the first month, 7058 in April, and 8630 in May, ensuring a monthly delivery of 10000 units in June and a guaranteed delivery of 100000 units throughout the year, sprinting for 120000 units.
Ideal Automobile delivered 35000 new cars in May, a year-on-year increase of 23.8% and a month on month increase of 35.8%. Since the start of delivery on April 24th, the Ideal L6 has delivered over 15000 vehicles in total. From January to May this year, Ideal Automobile delivered a total of 141200 vehicles.
Xiaopeng Motors (09868. HK/XPEV. US) delivered a total of 10100 new cars in May, a year-on-year increase of 35% and a month on month increase of 8%. Among them, the Xiaopeng X9 delivered 1625 vehicles, with a cumulative delivery of 11500 vehicles in the five months since its launch. From January to May this year, Xiaopeng Motors delivered a total of 41400 new cars, a year-on-year increase of 26%.
NIO delivered 20500 new cars in May, a year-on-year increase of 233.8% and a month on month increase of 31.5%, setting a new historical high. From January to May this year, NIO delivered a total of 66200 new cars, a year-on-year increase of 51%.
Deep Blue Automobile delivered a total of 1.44 new cars in May, an increase of 12.77% compared to the previous month; A total of 67200 vehicles were delivered from January to May this year. The new energy SUV Deep Blue G318 will be officially launched in June.
Zero Run Motors (09863. HK) delivered 18000 new cars in May, a month on month increase of 21.06%; A total of 66600 vehicles were delivered from January to May this year.
Nezha Motors delivered 10100 new cars in May, an increase of 12.15% compared to the previous month; A total of 44000 vehicles were delivered from January to May this year. From April 22nd to May 26th, the cumulative orders of Nezha L exceeded 30000 vehicles.
Lantu Automobile delivered 4521 new cars in May, a year-on-year increase of 51% and a month on month increase of 12.94%; From January to May this year, a total of 24900 vehicles were delivered, a year-on-year increase of 107%.
The delivery volume of Geely Krypton vehicles in May was 18600 units, a year-on-year increase of 115% and a month on month increase of 15.7%, reaching a new historical high; A total of 67800 vehicles were delivered from January to May this year.
Guangqi Aian delivered 40000 new cars in May, an increase of 42.5% compared to the previous month.
As of the time of publication, Hongmeng Zhixing has not yet announced the delivery volume for May. On June 1, Yu Chengdong, Chairman of Huawei Intelligent Automotive Solutions BU, stated at the 2024 Future Automotive Pioneers Conference that the total sales of HarmonyOS as of May 19 this year were 134000 vehicles. He stated that May is a period of product adjustment, and the replacement of the main selling products has led to a short-term decline in sales. It is expected that sales will return to rapid growth in June.
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