On June 1, a number of new energy vehicle companies announced the delivery of new vehicles for May 2023. Judging from the data, against the backdrop of a gradual decline in the popularity of the price war, most car companies' deliveries increased month-on-month.

In terms of the new forces that build cars,$LI AUTO-W (02015.HK)$Still maintaining a strong momentum, it still ranked first in the new car delivery list of new car builders that month, and once again set a new record for the delivery of Ideal Cars in a single month. In May, Ideal Auto delivered about 283,000 new vehicles, an increase of 146% over the previous year. It is worth mentioning that Ideal Auto delivered more than 20,000 vehicles for three consecutive months, while Ideal L7 delivered more than 10,000 units for two consecutive months.

Thanks to increased delivery volume, Ideal Auto's operating revenue (including VAT) in May exceeded 10 billion yuan. “This is the first time in the company's history that it has achieved monthly revenue of 10 billion dollars.” Li Xiang, Chairman and CEO of Ideal Auto, said.

Nacha Auto ranked second in the new car delivery list of the new car builders that month. Nacha Auto delivered 13,000 new vehicles in May, up 18% and 15% respectively over the same period last month. Among them, Nacha Auto delivered 2,042 vehicles overseas in the same month.

Followed closely by$LEAPMOTOR (09863.HK)$It delivered about 12,200 new cars in May, returning to the camp of over 10,000 deliveries. Among them, the C-series models surpassed 10,000 units, and the C11 models exceeded 7,100, both reaching record highs.

According to Jing Hua, senior vice president and secretary of the board of directors of Zero Sports, Zero Sports Auto plans to further increase the proportion of C-platform models delivered in the future, especially C-platform extended range models. This is expected to become an important fulcrum for improving the company's gross profit. According to the plan, Zero Sports Auto's sales target in 2023 is 200,000 units.

In May,$XPENG-W (09868.HK)$A total of 7506 new vehicles were delivered, an increase of 6% over the previous month. Xiaopeng Motor revealed that P7i delivery volume increased sharply from month to month, and P7i delivery speed will increase further in June. In addition, Xiaopeng Motor will also begin pre-sale of the new model G6 in June.

$NIO-SW (09866.HK)$A total of 6,155 new cars were delivered in May; in the first five months of this year, NIO delivered a total of 43,400 new vehicles, an increase of 15.8% over the previous year.

According to NIO, the new ES6 was launched and delivery began on May 24. The new ES6 production capacity climb will be completed in June, and vehicles will be delivered to users as soon as possible. Furthermore, in June, ET5 Touring (ET5 Travel Edition) will be launched simultaneously globally, and the Chinese market will take the lead in delivery; delivery of the new ES8 will also begin in late June.

In terms of traditional car companies and new car brands,$GAC GROUP (02238.HK)$According to data released by Aian, its sales volume in May of this year was 45,000 units, up 114% and 10% from the same period last year. This is already the third month in a row this year that Aian sold more than 40,000 units; in the first five months of this year, Aian's cumulative sales exceeded 166,000 units, an increase of 119% over the previous year.

According to previous information, Aian's sales target for 2023 is to guarantee 500,000 units, surpassing 600,000 units; production and sales will exceed 1.5 million units by 2030. Looking at it now, Aian has achieved 33.2% of its annual sales target. At the same time, it is worth mentioning that Aian is speeding up the launch of new products with a view to further increasing sales. It is reported that the Haobao Hyper GT pure electric sedan will go on sale in June.

$GEELY AUTO (00175.HK)$According to the announcement, its high-end smart electric brand, Jikkrypton, delivered a total of 8,678 vehicles in May, an increase of about 100% over the previous year and 7.1% over the previous month, with a month-on-month increase of 4 consecutive months and a double month-on-month increase. The Polar Krypton side said that delivery of Polar Krypton X will officially begin this month.

In May, the AITO Questionnaire series delivered 5,629 new vehicles, an increase of 22.7% over the previous month. It is worth mentioning that on May 27, AITO Quanji ushered in the official launch of the 100,000th vehicle. This car was the AITO Questionnaire M5 Smart Driving Edition. It is reported that delivery of the AITO M5 Smart Driving Edition will begin in June and will be unveiled at the 2023 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show.

According to May delivery data released by Rantu Motor Co., Ltd. Rantu delivered 3003 new cars that month, an increase of 231% over the previous year, and achieved monthly sales of more than 3,000 units for three consecutive months.

According to data released by Deep Blue Auto, in May, its delivery volume was 7021 vehicles, down 9.5% from the previous month. According to information, the only model currently sold by Deep Blue Auto is the Deep Blue SL03. On May 31, Deep Blue Auto's second strategic model, the Deep Blue S7, went offline at the Nanjing Smart Factory, and large-scale commercial vehicle delivery began.

According to information, as Deep Blue Auto's first mid-size SUV, the Deep Blue S7 is based on the EPA1 pure electric platform. There are three power versions: pure electric, extended range, and hydrogen fuel. The pre-sale price is 169,900 to 239,900 yuan.

According to data released by the CPC, from May 1 to 28, the national NEV market retailed 483,000 vehicles, an increase of 82% over the same period last year; since this year, the total number of NEVs sold was 2,326 million units, an increase of 43% over the previous year. The number of new energy vehicles sold by passenger car manufacturers nationwide was 550,000, an increase of 81% over the same period last year and an increase of 1% over the same period last month; since this year, passenger car manufacturers nationwide have wholesale a total of 2.658 million new energy vehicles, an increase of 49% over the previous year.

The CPC believes that as the popularity of the price war gradually subsides, the dealer mentality gradually stabilizes, consumers return to rational consumption, the wait-and-see sentiment eases, and demand that was suppressed earlier has been released. Under the joint impetus of national consumption promotion and local consumer promotion policies, the current market atmosphere is active and popularity is gathering at an accelerated pace. Combined with the demand growth factors of the “May 1st” holiday, the car market as a whole is undergoing steady recovery.