BYD overtakes Volkswagen to reach the top, ideal breaks out successfully, Jikrypton stands firmly at the high end, and the results of the auto market battle in April are released

"Stop it, Ah Dian, the outside world is full of ideals."

During the May Day holiday that just passed, do you still remember the "infighting" between ideal car owners and other pure electric car owners in the new energy camp? Let’s not talk about the right and wrong of using charging piles for extended-range models at high speeds. This watery ideal can see the epitome of the hot domestic new energy market.

The first quarter of the domestic new energy market, which was somewhat deserted, came to an end. After entering the second quarter, the new energy vehicle market "ignited" like this popular May Day holiday.

Compared with the dazzling "technical show" and "marketing bombing" of various car companies at the Shanghai Auto Show, the single-month brand delivery data in April is more practical and convincing.

Briefly list the sales of some new energy car companies in April:
-BYD: 210,295 units, a year-on-year increase of 98%
– GAC Aian: 41,012 units, a year-on-year increase of 302%
– Ideal: 25,681 units, a year-on-year increase of 516.3%
-Xpeng: 7,079 units, down 21% year-on-year
– Weilai: 6658 units, a year-on-year increase of 31.2%, a month-on-month decrease of 35.8%
– Zero running: 8726 units, a year-on-year decrease of 3.97%
– Nezha: 11,080 units, a year-on-year increase of 26%
-Smart: 4390 units,
– Lantu: 3339 units, a year-on-year increase of 210%
…

When we focused our attention on the single-month delivery data released by various new energy car companies in April, we suddenly found that: some people broke the predicament and rushed to the top; some went against the trend and went ashore quietly; Flowering period…

Resolutely high, BYD's structural breakthrough

BYD also showed strong dominance in April, delivering 210,295 units of sales throughout April, a year-on-year increase of 98.6%. The total sales of new energy vehicles in China in April was about 500,000 units, and BYD accounted for about 42% of the market share, and continued to hold the leading position of domestic new energy vehicle companies.

It is gratifying to see that BYD has taken the lead in the contest with its "old rival" Volkswagen. Volkswagen's total sales in China in the first quarter were about 427,000 units, of which electric vehicles accounted for only 6%. %, and BYD delivered about 548,000 units in the first quarter, surpassing Volkswagen to become the best-selling car brand in China, completing a rare "sequential replacement".

BYD has set an annual delivery target of 3 million units in 2023. Although judging from the Q1 quarter data, the progress of sales is slightly behind the momentum of reaching 3 million units, but considering that the domestic new energy market in Q1 is generally With the "negative market sentiment" of holding money to buy, BYD's performance is already good enough.

It is particularly worth noting that BYD's Q1 net profit was 4.13 billion yuan, a sharp increase of 410.89% year-on-year. The net profit in just one quarter surpassed the net profit for the whole year of 2021.

Based on the delivery volume of 210,000 in April, BYD is expected to start a sales "counterattack" from Q2, and has enough confidence to "flower and bear fruit" in the Q3 quarter of 2023.

In addition to the good momentum in sales and profits, what is even more exciting is that BYD has made structural breakthroughs.

Splitting the total delivery volume of 210,200 in April, BYD's Ocean + Dynasty series continued to assume the basic role of sales output. The two brand networks contributed a total of about 199,800 sales in a single month, of which BYD Qin, Yuan and Dolphin and Song PLUS carried the delivery banners of Dynasty and Ocean respectively.

The real focus is BYD's high-end brand. Relying on the Denza D9 single model, BYD's high-end line has delivered more than 10,000. Considering the news that the brand-new Denza N7 blindly ordered more than 10,000 orders in 7 days, as the delivery of Denza N7 is getting closer, and looking forward to high-end products As a supplement to the matrix, BYD's high-end brands have the potential to deliver more than 20,000 in a single month in the short term.

On the way to the heights, BYD has once again taken a firm and steady step. I think BYD's increase in volume in the high-end market is more gratifying than the mere sales success.

Quietly, someone from the new forces is about to go ashore

When it comes to the "popular fried chicken" of the new forces in April, it is ideal.

Ideal's official April delivery report card is quite impressive. In April, Ideal delivered a total of 25,681 new cars in a single month, a month-on-month increase of 23.33% and a year-on-year increase of 516.3%. Set a new high in the total monthly delivery of the brand.

It is worth mentioning that, with the first complete delivery month of Ideal L7, in the contest of new top forces at the beginning of 2023, Ideal gradually distanced itself from Weilai and Xiaopeng.

In fact, the ideal "breakthrough" signal has become stronger since the fourth quarter of last year. Ideal's gross profit margin in the Q4 quarter of 2022 will reach 20%, which is the healthiest among the three "Wei Xiaoli". For reference, Tesla's gross margin for the same period was 25.9%.

Then L8/L7 came one after another, giving Ideal more room to display in 2023. From January to March 2023, Ideal will deliver 15,141, 16,620, and 20,823 new cars respectively, and the steadily increasing delivery data has fully surpassed the data of Weilai and Xiaopeng.

In short, Ideal’s new car deliveries in the first four months exceeded the combined four-month deliveries of Weilai and Xiaopeng.

After the L model has achieved enough success, Ideal has maintained the best momentum among the new car-making forces, and has climbed the mountain of pure electric models. Ideal is very likely to become the fastest new energy player among the three "Wei Xiaoli".

Weilai and Xiaopeng are waiting for the next flowering period

Compared with the ideal development period, the delivery results of Weilai and Xiaopeng in April are not so good.

Weilai completed the delivery of 6,658 new cars in April, and the delivery volume dropped by nearly 35.8% month-on-month. The single-month delivery data is the lowest value of Weilai since entering 2023.

Xiaopeng delivered a total of 7,079 new cars in April. Although the data has not yet reached the level of over 10,000, it can be seen that Xiaopeng has gradually recovered from January. The new launch of the P7i and the adjustment of Xiaopeng's internal organizational structure are indeed It provided timely help for the recovery of Xiaopeng's market performance.

The "weak" performance of Weilai and Xiaopeng, the two leading new car companies, actually does not need to worry too much. Different from the ideal product rhythm, Weilai and Xiaopeng are at the node of connecting new and old products, and have not yet reached the real "strength period".

After Xiaopeng's G9's "media stampede" has eased, it relies on the remodeled P7i to support the basic sales volume. The Xpeng G6, which debuted at the Shanghai Auto Show, will be delivered at the end of the second quarter of this year, and the actual delivery energy efficiency will not be revealed until the third quarter. Generally speaking, Xpeng's trend in the next quarter will tend to be stable and pick up. Waiting for the launch of the Xpeng G6, which is the benchmark Model Y, to usher in a burst of deliveries.

The lag in the "strength period" also appeared in Weilai, but the delivery period of Weilai may come sooner than Xiaopeng. According to NIO's product update schedule, NIO will intensively start the delivery of the new ET7 and the new ES6 models in mid-May. In conjunction with the NIO EC7, which will start delivery at the end of April, NIO is expected to gradually go to the market after May. Into a strong period of delivery.

The ideals are in order and the prospects are bright; Weilai and Xiaopeng are also waiting for their next flowering period.

New energy car companies that also perform well

In addition to BYD and "Wei Xiaoli", there are also new energy car companies that performed well in April.

Jikrypton delivered a total of 8,101 new cars in April, a year-on-year increase of 279.1% and a month-on-month increase of 21.6%, achieving three consecutive months of month-on-month growth. In the pure electric vehicle market of more than 300,000 yuan and the luxury MPV market of more than 500,000 yuan, Jikr won the sales champion with Jikr 001 and Jikr 009.

The Jikr 001 with an average price of 336,000 and the Jikr 009 with an average price of 527,000 have given Jikr enough voice in the domestic pure electric luxury market.

The Jikrypton X released not long ago is also the first time that Jikrypton has entered the pure electric market of less than 200,000 yuan. The space performance is expected to bring Jikrypton’s delivery data to a new high. Jikrypton’s delivery performance in the next two quarters is worth looking forward to.

The traditional "unicorn" automaker GAC Aion continued its strong performance in April, with monthly sales of 41,012 units, a year-on-year increase of 302% and a month-on-month increase of 2.5%, achieving consecutive monthly sales exceeding 40,000. After the pre-sale in April, official deliveries will also begin.

Nezha, which is extremely cost-effective, performed as well as Zero Pao's delivery results in April. Nezha delivered 11,080 new cars in a single month, a year-on-year increase of 26%. Among them, the pure electric coupe Nezha S completed the delivery of 2,237 units; Leap Motor delivered 8,726 new cars in April, a month-on-month increase of 41%, of which the sales of C series models accounted for 83%. With the follow-up of zero-run production capacity, more sales momentum will be released for new models in the future.

epilogue

Rising heights, iterations, and ramping up production capacity have become high-frequency "hot words" in the first month of the second quarter. Under the pressure of the industry's brutal elimination, the scene of domestic new energy blooming is worth watching and cherishing.

With the approaching of a new round of price wars in the future, there is less and less time left for various car companies to enter the "card table" of the final top players. Can the domestic new energy car companies you are optimistic about enter the final "card table"? ?

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