New forces are boiling in July! Ideally, 30,000 cars will be sold, and Weilai will surpass 20,000 cars for the first time, and the zero-running pole will increase in Tucki.

LI L7

July has always been the off-season of the auto market, but the new forces of making cars ushered in a new high in delivery in that month.

On August 1st, Ideality, Weilai and other new car-making forces all announced the delivery results in July. Ideality won the crown again with the achievement of 34,100 vehicles, and at the same time set the latest delivery record with Weilai and Extreme Krypton. Tucki, which has been in the doldrums for a long time, has finally returned to more than 10,000 vehicles, but in the context of the strong overall sales of new forces, it still stays at the tail; Ask the world to continue the decline since this year and continue to be at the bottom.

Cartography: The Paper reporter Wu Yuli

Ideal, Weilai and Extreme Krypton hit a new high.

Ideally, a total of 34,100 vehicles were delivered in July, up by 227.5% year-on-year. This is the second consecutive month that its delivery exceeded 30,000 vehicles. So far, the cumulative delivery volume of LI in 2023 has reached 173,300 vehicles.

Since the beginning of this year, the ideal sales volume has been rising all the way, from 15,100 vehicles in January to 34,100 vehicles. In July, Ideal also announced the delivery of the 400,000 th car and the 200,000 th ideal magic carpet air suspension model.

After the delivery data was released, Li Xiang, CEO of LI, talked about the ideal demand in the social media "Versailles". "This quarter’s production capacity is the only bottleneck, and there is no solution this quarter." Earlier, Li Xiang said that he would challenge the monthly delivery target of 40,000 vehicles in the fourth quarter of this year.

Weilai also broke the delivery record in July and successfully crossed the 20,000-vehicle mark.

In July, Weilai delivered a total of 20,500 new cars, up 103.6% year-on-year and 91.1% quarter-on-quarter, a record high. Among them, the new ES6 delivered more than 10,000 vehicles, creating a monthly delivery record of Weilai single model. From January to July 2023, Weilai delivered a total of 75,000 new cars, with a cumulative delivery of 364,600 in history. While releasing the delivery information, Weilai also announced the latest car purchase discount, which lowered the price of household charging piles by up to 2,700 yuan.

Looking back on the past few months, Weilai experienced a short period of pain due to the intergenerational switching of products and fewer models on sale. However, with the launch and delivery of new ES6, ET5T and new ES8, Weilai showed a strong upward trend in June and July. Previously, the flag of "20,000 delivery in July" set by Li Bin, CEO of Weilai Automobile, seems to have been successfully realized.

Also set the highest delivery record is Krypton.

The latest delivery volume announced by Extreme Smart Technology shows that in July, the extreme brand delivered 12,000 vehicles, up 139.7% year-on-year and 13.4% quarter-on-quarter; A total of 132,600 vehicles have been delivered in history. It is worth noting that Krypton has achieved positive growth year-on-year and quarter-on-quarter for six consecutive months.

At the bottom of the sales volume, Nezha continued to fall.

Affected by high temperature, consumer travel and other factors, July has always been the off-season of the automobile market. According to the data of the Federation, from July 1 to 23, the wholesale sales volume of passenger car manufacturers nationwide was 1.208 million, down 4% from the same period of last month. The new forces of building cars have shown a trend of "not weak in the off-season".

Generally speaking, in July this year, except for Nezha, the other six new car-making forces that were counted all achieved positive growth from the previous month, especially Weilai, which almost doubled the previous month. Driven by this, seven new car-making forces delivered a total of 109,000 vehicles, an increase of 15,400 vehicles compared with June, an increase of 16.49% from the previous month.

Zero Run delivered 14,300 new cars in July, of which C Series delivered over 12,000, accounting for about 85%.

Tucki finally returned to above 10,000 vehicles and delivered 11,000 vehicles, up 28% from the previous month, achieving positive growth for six consecutive months. Tucki said that the new G6 model has been delivered in 110 cities across the country, with a cumulative delivery of over 3,900 vehicles in July.

G6 has been regarded as a "life-saving straw" for Tucki before, but a recent cooperation statement between Xpeng Motors and audi ag showed the outside world the new growth point of Tucki. On July 26th, Xpeng Motors announced that it had reached a cooperation with audi ag to jointly develop two Volkswagen brand B-class electric vehicles based on Xpeng Motors’s G9 vehicle platform, intelligent cockpit and high-order driver assistance system software. At the same time, Tucki also received an investment of about 700 million US dollars from audi ag.

Nezha Automobile is the only new force that delivered 10,000 vehicles in July, down 17% from the previous month.

In view of the downward trend in recent months, Nezha began to try to exchange price for quantity. On July 20th, the new Nezha S was officially launched. Compared with the old model, the price of the new model was lowered by up to 30,000 yuan. This also caused some users’ dissatisfaction, calling them "backstab" in Nezha. Nezha CEO Zhang Yong released Weibo, saying, "Any enterprise will rise and fall according to market changes. As a consumer product, the price of a car with the same performance and quality will definitely be lower and lower."

AITO with Huawei’s blessing continued to bottom out in July, with a delivery volume of 6,934 vehicles, still less than 10,000 vehicles, but it was significantly improved compared with previous months.

Previously, Celeste announced that in order to strengthen the close and in-depth development of the joint business, Celeste and Huawei jointly established the "AITO Joint Working Group on Marketing and Service", which will be fully responsible for the end-to-end closed-loop management of marketing, sales, delivery, service, channels and other businesses from July 1.

It remains to be seen whether this working group can pull AITO back to the top flow position, but there may not be much time left for Cyrus. On August 1st, the news that Huawei and Jianghuai Automobile cooperated to develop new models came out again. Apple’s supply chain analyst Guo Ming Yi posted on the social platform that Huawei is cooperating with Jianghuai Automobile to develop the Wenjie MPV with a price of 1 million yuan. It is expected to be mass-produced in the second quarter of 2024, and the sales target is to deliver 50,000 vehicles in the first year of listing.