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May report card of the new forces: Ideal led the list for 6 consecutive months, Nacha Auto broke 10,000 for 5 consecutive months, and returned to the “10,000 Cars Club” with zero runs

Gelonghui Finance · Jun 1, 2023 22:20

来源：格隆汇

造车新势力5月成绩单出炉。

从数据来看，在价格战热度逐渐消退的背景下，多数车企的交付量都实现了环比增长。

理想汽车依旧保持强劲势头，连续6个月领衔榜首，同时连续三个月单月交付量过2万辆。紧随其后的是哪吒汽车和零跑汽车——哪吒汽车连续5个月交付量破万，而零跑汽车则时隔7个月重新回归“万辆俱乐部”。小鹏汽车虽然未能达到万辆，但也实现了连续4个月单月环比正增长，止跌企稳。蔚来汽车则在近两个月表现不佳，持续垫底。

具体来看：

理想汽车：5月交付28277辆，同比增146%，连续3个月超2万辆

理想汽车公布2023年5月交付数据，共交付新车28,277辆，同比增长146%。理想汽车连续三个月交付超2万辆，同时理想L7连续两个月交付量破万。截止到2023年5月31日，理想汽车累计交付量为363,876辆。

此外，理想汽车董事长兼CEO李想今日表示，5月理想汽车的营业收入(含增值税)超过了100亿元，这是公司历史上第一次实现了百亿级的月收入，也为2023年突破1000亿元的营业收入目标奠定了坚实的基础。

蔚来汽车 5 月交付量为 6155 辆，环比下降 7.6%

蔚来汽车：5月交付量为6,155辆，环比下降7.6%。截至2023年5月31日，蔚来汽车累计交付量达到333410辆。

小鹏汽车：5月交付7506辆，环比增长6%

小鹏汽车公布最新交付成绩，5月共交付7506台新车，环比增长6%，其中P7i交付量环比大幅增长。

比亚迪5月新能源汽车销量24.02万辆同比增长108.99%

比亚迪披露产销快报显示，公司5月新能源汽车销量24.02万辆，同比增长108.99%；5月新能源汽车产量24.63万辆，同比增长108.46%。

同时，比亚迪5月海外销售新能源乘用车合计10203辆，新能源汽车动力电池及储能电池装机总量约11.489GWh，2023年前5月累计装机总量约48.434GWh。

5 月份，比亚迪推出汉 DM-i 冠军版、汉 DM-p 战神版、2023 款元 Pro、宋 Pro DM-i 冠军版等多款新车。其中，汉 DM 系列热销，

此外，比亚迪2023年前5月的新能源汽车产销量，均突破100万辆，分别为产量102.29万辆、销量100.26万辆。

埃安：5月销量达45003辆环比增长10%

埃安发布5月销量数据，5月销量达45003辆，再创新高，同比增长114%，环比增长10%。1-5月累计销量达166323辆，同比增长119%。

极氪汽车5月交付8678辆极氪X本月正式交付

吉利控股旗下高端智能电动品牌极氪宣布，5月公司交付8678辆，同比增长100%，环比增长7.1%，连续4个月同、环比双增长。极氪方面表示，极氪X将于本月正式开启交付。

哪吒汽车 5 月累计交付超 1.3 万辆，同比增长 18%

5月，哪吒汽车交付13029台。其中，哪吒V车系交付5138台，哪吒U车系交付3963台，哪吒S交付2212台，哪吒GT交付1716台。截至2023年5月底，哪吒汽车累计交付298335台。

同日消息，针对今日“哪吒汽车正在考虑6月份申请10亿美元的香港IPO“消息，哪吒汽车相关负责人回应表示，“消息不实”。

零跑汽车 5 月交付 12058 台，环比增长超 38%

零跑汽车今日公布了 2023 年 5 月交付数据，5 月交付 12058 台，环比增长超 38%。

其中，零跑 C 系列交付突破万台，环比增长超 38%，占比超 83%；C11 车系交付超 7100 台，官方号称是“国内 B 级新能源 SUV 第一”。

赛力斯：5月新能源汽车销量8562辆

赛力斯公告，公司新能源汽车5月销量8562辆，同比下降18.08%；本年累计销量35452辆，同比增长6.77%。其他车型5月销量8178辆，同比下降14.29%，本年累计销量37957辆，同比下降43.15%。

AITO问界汽车5月实现交付5629辆环比增长22.7%

5月，AITO问界系列交付新车5629辆，环比增长22.7%。值得一提的是，5月27日，AITO问界迎来第10万辆整车的正式下线，该车为AITO问界M5智驾版。据悉，AITO问界M5智驾版将在6月开启交付，并将亮相2023粤港澳大湾区车展。

岚图汽车公布的5月交付数据显示。岚图当月交付新车3003辆，同比增长231%，实现连续三个月月销量超过3000辆。

深蓝汽车公布的数据显示，5月，其交付量为7021辆，环比下滑9.5%。据了解，深蓝汽车目前在售的车型只有深蓝SL03一款。5月31日，深蓝汽车第二款战略车型深蓝S7在南京智慧工厂下线，并开启了商品车大规模发运。

车市整体处于企稳修复中

乘联会发布的数据显示，5月1日~28日，全国新能源车市场零售48.3万辆，比去年同期增长82%；今年以来新能源车累计零售232.6万辆，同比增长43%。全国乘用车厂商新能源车批发量为55万辆，比去年同期增长81%，较上月同期增长1%；今年以来全国乘用车厂商新能源车累计批发265.8万辆，同比增长49%。

乘联会方面认为，随着价格战热度逐渐消退，经销商心态逐步稳定，消费者恢复理性消费，观望情绪得以缓解，前期压抑的需求有所释放。在国家促消费和各地方促消费政策共同推动下，当前市场气氛活跃，人气加速聚拢，叠加“五一”小长假的需求增长因素，车市整体处于企稳修复中。

此外，工信部节能与综合利用司近日在北京组织召开新能源汽车动力蓄电池回收利用管理办法研讨会。下一步，节能与综合利用司将加快新能源汽车动力蓄电池回收利用管理办法研究制定，强化行业规范管理，持续完善动力电池回收利用体系。

中信证券指出，随着新能源汽车上半年车企价格战、补贴退坡影响逐步趋弱，国内新能源汽车车市有望在2023年下半年企稳。板块中上游锂电池及电池材料环节进入稳定增长阶段，各环节格局基本形成，龙头地位持续稳固，中上游环节建议关注4680电池、磷酸锰铁锂、复合集流体、钠电池、一体化压铸等降本增效的创新技术。下游环节除新能源汽车应用外，建议关注充电桩、储能、机器人、热管理等锂电池延伸创新应用。当前板块估值处于历史地位，具备配置价值，推荐具备全球竞争力的各环节优质龙头企业。

编辑/jaydne

Source: Gelonghui

The May report cards of the new car builders have been released.

Judging from the data, against the backdrop of the price war gradually fading away, most car companies' deliveries have achieved month-on-month growth.

Ideal Auto continues to maintain its strong momentum, leading the list for 6 consecutive months, while delivering more than 20,000 vehicles in a single month for 3 consecutive months. It was followed by Nacha Auto and Zero Sports Auto — Nacha Auto delivered more than 10,000 cars for 5 consecutive months, while Zero Sports returned to the “10,000 Cars Club” after a lapse of 7 months. Although Xiaopeng Motor did not reach 10,000 vehicles, it also achieved positive month-on-month growth for 4 consecutive months, stopping the decline and stabilizing. NIO Auto, on the other hand, did not perform well in the past two months and continued to be at the bottom.

Let's take a look specifically:

Ideal car: 28,277 vehicles were delivered in May, up 146% year on year, and surpassed 20,000 vehicles for 3 consecutive months

Ideal Auto announced delivery data for May 2023. A total of 28,277 new vehicles were delivered, an increase of 146% over the previous year. Ideal Auto delivered more than 20,000 units for three consecutive months, while Ideal L7 delivered more than 10,000 units for two consecutive months. As of May 31, 2023, the cumulative delivery volume of Ideal Cars was 363,876.

In addition, Li Xiang, Chairman and CEO of Ideal Auto, said today that Ideal Auto's revenue (including VAT) exceeded 10 billion yuan in May. This is the first time in the company's history that it has achieved monthly revenue of 10 billion yuan, and has also laid a solid foundation for breaking the revenue target of 100 billion yuan in 2023.

NIO Auto delivered 6155 vehicles in May, down 7.6% month-on-month

NIO Auto: The number of vehicles delivered in May was 6,155 vehicles, down 7.6% from the previous month. As of May 31, 2023, the cumulative delivery volume of NIO Auto reached 33,3410 vehicles.

Xiaopeng Motors: Delivered 7506 vehicles in May, up 6% month-on-month

Xiaopeng Motor announced its latest delivery results. A total of 7506 new cars were delivered in May, an increase of 6% over the previous month. Among them, P7i deliveries increased significantly from month to month.

BYD sold 242,200 new energy vehicles in May, up 108.99% year-on-year

According to the production and sales report disclosed by BYD, the company sold 242,200 new energy vehicles in May, up 108.99% year on year; in May, production of new energy vehicles was 246,300 units, up 108.46% year on year.

Meanwhile, BYD sold a total of 10,203 new energy passenger vehicles overseas in May. The total installed capacity of NEV power batteries and energy storage batteries was about 11.489 GWh, and the total installed capacity for the first 5 months of 2023 was about 48.434 GWh.

In May, BYD launched a variety of new cars, including the Han DM-i Champion Edition, the Han DM-p God of War Edition, the 2023 Yuan Pro, and the Song Pro DM-i Champion Edition. Among them, the Han DM series is popular.

Furthermore, BYD's production and sales of new energy vehicles in the first 5 months of 2023 all exceeded 1 million units, with an output of 1.022,900 units and a sales volume of 1.026 million units, respectively.

Aian: Sales volume reached 4,5003 vehicles in May, up 10% month-on-month

AEON released sales data for May. Sales reached 4,5003 vehicles in May, reaching a new high, with a year-on-year increase of 114% and a month-on-month increase of 10%. The cumulative sales volume from January to May reached 166,323 vehicles, an increase of 119 percent over the previous year.

Extreme Krypton Motors delivered 8,678 units in May, and Kyokrypton X officially delivered this month

Geely Holdings' high-end smart electric brand Jikrypton announced that in May, the company delivered 8,678 vehicles, an increase of 100% year on year and 7.1% month on month, increasing for 4 consecutive months. Extreme Krypton said that the delivery of Extreme Krypton X will officially begin this month.

Nacha Auto delivered more than 13,000 vehicles in May, an increase of 18% over the previous year

In May, Nacha Motor delivered 1,3029 units. Among them, the Nacha V series delivered 5,138 units, the Nacha U series delivered 3,963 units, the Nacha S delivered 2,212 units, and the Nacha GT delivered 1,716 units. By the end of May 2023, Nezha Motor had delivered a total of 298,335 units.

On the same day, in response to today's news that “Nacha Auto is considering applying for a $1 billion Hong Kong IPO in June,” the relevant person in charge of Nacha Motor responded that “the news is untrue.”

Zero Sports delivered 1,258 units in May, an increase of more than 38% over the previous month

Today, Zero Sports Auto announced delivery data for May 2023. It delivered 1,258 units in May, an increase of over 38% over the previous month.

Among them, the Zero Run C series delivered more than 10,000 units, an increase of more than 38% over the previous month, accounting for more than 83%; the C11 series delivered more than 7100 units, officially claiming to be “the number one B-class new energy SUV in China”.

Cyrus: New energy vehicles sold 8,562 units in May

Cyrus announced that the company sold 8,562 new energy vehicles in May, down 18.08% year on year; cumulative sales volume this year was 35,452 units, up 6.77% year on year. Other models sold 8,178 units in May, a year-on-year decrease of 14.29%. This year's cumulative sales volume was 37,957 units, a year-on-year decrease of 43.15%.

AITO achieved delivery of 5,629 vehicles in May, an increase of 22.7% month-on-month

In May, the AITO Q series delivered 5,629 new cars, an increase of 22.7% over the previous year. It is worth mentioning that on May 27, AITO Insight ushered in the official launch of the 100,000th vehicle. This car is the AITO Questionnaire M5 smart driving version. According to reports, the AITO Quest M5 Smart Driving Edition will begin delivery in June and will be unveiled at the 2023 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show.

Delivery data for May released by Rantu Auto shows. Rantu delivered 3003 new vehicles in the same 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 Car 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 shipments began.

The car market as a whole is undergoing steady recovery

According to data released by the Passenger Federation, the national NEV market retailed 483,000 vehicles from May 1 to 28, an increase of 82% over the same period last year; since this year, 2,326 million NEVs have been retailed, an increase of 43% over the previous year. The wholesale volume of NEVs by passenger car manufacturers nationwide was 550,000 units, up 81% from the same period last year, and up 1% from the same period last month. Since this year, passenger car manufacturers across the country have sold 2.658 million NEVs, an increase of 49% over the previous year.

The Passenger Federation believes that as the heat of the price war gradually subsides, the mentality of dealers gradually stabilizes, consumers resume rational consumption, wait-and-see sentiment has abated, and demand suppressed in the early stages 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 “May 1st” holiday demand growth factors, the car market as a whole is steadily recovering.

Furthermore, the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology recently organized a seminar in Beijing on management measures for recycling power batteries for new energy vehicles. In the next step, the Department of Energy Conservation and Comprehensive Utilization will speed up the research and formulation of management measures for NEV power battery recycling, strengthen industry standards and management, and continue to improve the power battery recycling system.

CITIC Securities pointed out that as the impact of NEV price wars and declining subsidies gradually weakens in the first half of the year, the domestic NEV market is expected to stabilize in the second half of 2023. The middle and upstream lithium battery and battery materials sector in the sector has entered a stage of steady growth. The pattern of all links has basically taken shape, and the leading position continues to be stable. The midstream and upstream sectors suggest focusing on innovative technologies to reduce costs and increase efficiency, such as 4680 batteries, lithium manganese-iron phosphate, composite fluid collectors, sodium batteries, and integrated die-casting. In the downstream sector, in addition to NEV applications, it is recommended to focus on extending innovative applications of lithium batteries such as charging piles, energy storage, robots, and thermal management. Currently, sector valuation is in a historical position and has allocation value. We recommend high-quality leading enterprises in all areas with global competitiveness.

Edit/jaydne

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