It is time for new energy car companies to hand in their papers again.

On July 1, car companies announced their June sales results one after another. Wei Xiaoli, as the first echelon player, sold 12962 units, 15295 units and 13024 units respectively in June.

Nezha and Zero also started a big rise, with delivery in June up 156 per cent year-on-year to 13157, while Zero was also over 10,000, delivering 11259 in June.

According to this result, XPeng Inc. had the highest sales volume in June, followed by Naha, with a gap of 100 units ranking third, while NIO Inc. and Zero Runner ranked fourth and fifth respectively.

Compared with the new power car companies, the new players incubated by traditional car companies have also joined the war. In the early morning of July 1st, Polar Krypton can't wait to release June deliveries, with 4302 units delivered and well-off New Energy vehicles 12418 units delivered in June.

According to the statistics of Chaodian Lab, since May, the rebound of car companies is still very strong, although it is not difficult for sales to exceed 10,000, but after entering the deep water area of sales in the second half of the year, the competition among car companies will be more fierce.

01

NIO Inc. is on the line again. XPeng Inc. achieves 28% of his annual target.

Since the second half of last year, NIO Inc. sales in Wei Xiaoli camp are "crane tail" state. NIO Inc. also responded to the decline in sales by upgrading production capacity or being restricted by the supply chain.

For example, the epidemic in April and the shortage of chips in May made NIO Inc. put his hope of delivery in June.

NIO Inc. sold a total of 12961 units in June, up 60.3% from a year earlier and 84.5% month-on-month, which also set a record for NIO Inc. 's monthly sales.

In the second quarter of 2022, NIO Inc. delivered a total of 25059 new cars, an increase of 14.4 percent from January to June, while NIO Inc. delivered 50827 new cars, an increase of 21.1 percent over the same period last year. So far, NIO Inc. has delivered a total of 217897 units.

The ideal of the best rebound effect in May was still stable in June, with the ideal ONE delivering 13024 units, an increase of 68.9% year-on-year and 13.3% month-on-month. A total of 28687 vehicles were delivered in the second quarter, an increase of 63.2% over the same period last year.

Since delivery, the cumulative delivery volume of the ideal ONE has reached 184491 vehicles.

In terms of new car delivery, XPeng Inc. previously said that "the overall delivery of 250000 vehicles in 2022, and the impact to 300000."

XPeng Inc. delivered 15295 units in June, up 133% from the same period last year and 51.1% from the previous month. From January to June, XPeng Inc. delivered a total of 68983 new cars, with a target completion rate of 28%. Although it won the semi-annual sales champion of New Power, it is still a long way from the goal set by itself.

Nezhu's sales are still stable, and sales continue to exceed 10,000. According to the official release, a total of 13157 units were delivered in June, an increase of 156% over the same period last year, and a month-on-month increase of 19.5%. From January to June, a total of 63131 units were delivered, an increase of 199% over the same period last year.

According to this momentum, Nezha's cumulative sales of 100000 this year should not be a problem.

Zero run delivered 11259 units in June, an increase of 186% over the same period last year, and 11.8% month-on-month growth of 11.8%.

Although the brand strength of Nezhan and Zero has yet to be improved, focusing on the middle and low end of the market also means a wider audience, which is the biggest threat to Wei Xiaoli's head camp.

While Xiaokang Co., Ltd. delivered 12418 new energy vehicles in June, an increase of 185.41% over the same period last year and 18.8% from the previous month, of which Sellis sold 7658 units, up 524.12% from the same period last year and 40.8% from the previous month. With the follow-up release of M7 and the continued release of production capacity, the market potential of Xiaokang shares will be further opened.

02

What are the surprises in the second half of the year?

The beginning of July means that it is more than halfway through 2022, but sales in the first half of this year are not satisfactory.

The lack of core situation has not been alleviated, directly leading to A00 new energy vehicles to stop taking orders in a large area, the rising price of battery raw materials has also led to a continuous rise in the price of new cars.

There is also an increase in the premium price of new energy vehicles, and the antagonism between fuel vehicles and batteries peaked in the first half of the year.

Specific to the new energy car companies, there is also not much good. Take NIO Inc. as an example. After NIO Inc. 's accidental fall of ET7, resulting in the death of a test driver, on June 29th, he was targeted by a grizzly bear, a short seller, accusing him of falsifying his data. in one day, NIO Inc. 's market value plummeted 11%, evaporating 35.8 billion. It is unknown whether NIO Inc. 's road is smooth next.

However, when we return to the new energy vehicle market, there are still many newcomers in the second half of this year.

XPeng Inc. CEO he Xiaopeng said that the G9 carried out the pace step by step according to the original plan, started booking in August, officially launched in September, and will start user delivery soon. He Xiaopeng is very confident about this product and says that the G9 is "the best SUV within 500000".

The ideal L9 brings high visibility to the ideal sales growth in the second half of the year. According to the plan, delivery of the L9 will begin at the end of August and can reach 10,000 vehicles in September. Li wants to have more confidence in the L9 than he Xiaopeng, saying that "the L9 is the best household flagship SUV in 5 million" and that the sales of the L9 will certainly exceed the ideal ONE.

Next, Huawei QQ M7 will be officially unveiled on July 4, before which NIO Inc. ES7 has also been officially released, and the medium and large SUV market is becoming more and more lively.

In addition, the impact of tight supply chains and rising prices may abate in the second half of the year.

The Federation predicts that the cumulative sales of new energy vehicles in China are expected to exceed 6 million in 2022, with a market penetration rate of about 22%. Among them, in 2022, the cumulative sales of domestic new energy passenger vehicles will exceed 5.5 million, and the market penetration rate will reach about 25%.