The first half of the year has come to an end, China's domestic car companies scuffle "drama" is not over。In the past two days, automakers have begun to disclose their June "record."。

    

New car-building forces "Wei Xiaoli": ideal momentum, Wei Lai back to the "ten thousand cars club," Xiaopeng continued to "fall behind."

    

● Ideally。On July 2, Ideal announced that the company delivered a total of 32,575 new cars in June, an increase of 150.1%, achieving monthly deliveries of more than 30,000 vehicles for the first time.。In the second quarter of this year, the company's cumulative deliveries reached 86,533 vehicles, up 201.6%。It is worth noting that Ideal's deliveries in the first half of 2023 have already exceeded those for the whole of 2022.。

Li Xiang, Chairman and CEO of Ideal Auto, said: "Thanks to the overall improvement of organizational processes and operating capabilities, Ideal Auto's monthly delivery volume exceeded 30,000 units for the first time, making it the only Chinese luxury brand with a monthly delivery volume of more than 30,000 units.。"

Thanks to the proud results of the first half of the year, Li Xiang is also confident about his outlook for the second half of the year: "In the third quarter, the Ideal L8 and Ideal L9 are aiming to deliver over 10,000 vehicles per month, Ideal L7 Challenge 1.50,000 monthly delivery targets and challenged 40,000 monthly deliveries in the fourth quarter of this year。At the same time, through the first landing application of large model technology, we started the first NOA test drive in China that does not rely on high-precision maps in June, and delivered the function of commuter NOA to users in the second half of the year.。In addition, Ideal Motor's first 5C pure electric super flagship model, Ideal MEGA will be released in the fourth quarter, we are confident that the car will become more than 500,000 sales of the first new explosive products。"

As of June 30, 2023, Ideal had 331 retail centers nationwide, covering 127 cities.。There are 323 after-sales maintenance centers and authorized sheet metal spray centers nationwide, covering 223 cities.。

● Wei Lai。Sales of Weilai began to pick up in June.。According to the announcement of the Weilai Group on July 2, Weilai delivered 10,707 vehicles in June, up 74% from the previous month and down 17% from the same period last year, returning to the "10,000 vehicles" range.。NIO delivered 23,520 vehicles in the second quarter and 54,561 new vehicles in the first half of the year.。

The resurgence of Weilai sales may be related to its positive news.。After Weilai had previously handed over unsatisfactory first-quarter results, it gritted its teeth and announced a $30,000 price cut across the department, plus Weilai also received a strategic investment in the UAE in June, all of which helped boost consumer confidence and feed back into sales.。

In addition, NIO's delivery speed is accelerating。NIO released the smart electric station wagon ET5 Touring on June 15, and delivery began the next day。The delivery of the new ES8 of the smart electric flagship SUV also began to climb on June 28, 2023.。

● Xiao Peng。On July 1, according to the official car public number of Xiaopeng, Xiaopeng delivered a total of 8,620 new cars in June, up 15% from the previous month, achieving positive growth for five consecutive months, of which the total delivery of P7 models increased by 17% from the previous month.。Xiaopeng Motors delivered a total of 23,205 new cars in the second quarter, up 27% from the previous quarter.。So far, Xiaopeng has delivered 41,435 new cars in the first half of this year.。

Although Xiaopeng achieved five consecutive gains in the first half of the year, until now, Xiaopeng has not broken through the "ten thousand vehicles" mark this year.。To this end, the newly listed Xiaopeng G6 has become "the hope of the whole village."

June 29, super smart car SUV - Xiaopeng G6 officially listed, the new car launched a total of 5 versions, the price range of 20.990,000 yuan - 27.690,000 yuan。Xiaopeng G6 since last month to open pre-sale, show cars to the store, store traffic has increased significantly, as of June 28, G6 pre-sale orders have exceeded 3.50,000 units, the current Max version of the model to buy more than 70%。

On the issue of delivery, Xiaopeng is also "unwilling to lag behind."。Xiaopeng G6 will officially start delivery in July, to achieve market delivery, the country's major stores show cars, test cars have arrived at the store.。At the same time, the Max version of the XNGP high-level intelligent assisted driving capability will also be delivered immediately, users do not need to wait to enjoy the freedom of intelligent driving。

    

Immortals fight! BYD, Tesla second quarter sales both record highs

     

In the early hours of July 3, Tesla's official Weibo released its second-quarter production and sales data, which showed that Tesla sold 466,140 vehicles in the second quarter, up 83% year-on-year and 10% month-on-month, a value that exceeded analysts' expectations.。Wall Street had expected deliveries of about 44.60,000 vehicles。So far, Tesla has delivered 889,015 vehicles in the first half of the year, nearly half of its full-year target of 1.8 million vehicles.。

However, Tesla has been producing more than delivered for the fifth consecutive quarter compared to slower deliveries such as Qilai and Xiaopeng, which are waiting for production to climb.。The oversupply also opens up room for Tesla to cut prices further, thus grabbing more market share。On July 1, Tesla announced the current car incentive for Model S / X on its official Weibo。The price of Tesla's Model X and Model S series will be reduced by 3.5-4.$50,000, of which the starting price of the Model S will drop to 77.$390,000, the starting price of the Model X will drop to 98.890,000 yuan。

Tesla also announced that it will report its financial results for the second quarter of 2023 after the market closes on Wednesday, July 19, 2023.。

China's "sales crown" BYD also released its June production and sales figures on July 2, with June sales of 253,046, up 95% year-on-year..78%, with output of 252,657, a significant increase of 96.87%。So far, BYD has delivered a total of 703,561 new energy vehicles in the second quarter, which is BYD's best quarterly sales performance ever.。Nearly half of BYD's new energy passenger cars delivered in the second quarter were pure electric vehicles.。

BYD's new energy vehicle sales have reached 125 in the first half of this year.560,000 vehicles, compared to its sales of 186 for the full year 2022.350,000 vehicles。This means that BYD completed two-thirds of last year's sales in only half a year this year.。

As can be seen from the chart below, BYD's growth momentum is more rapid than Tesla's。

Although BYD's growth is faster, but BYD's sales are more of China's domestic contribution, in contrast, Tesla is more "international"。

Although Tesla does not report sales by region, according to an analysis by Barron's Weekly, the Chinese market contributed about 33% of Tesla's vehicle sales in the second quarter.。

For now, BYD's overseas sales are hardly comparable to Tesla's for the time being.。BYD sold a total of 1.050,000 new energy passenger cars, compared with 1 in May..020,000 vehicles slightly increased。BYD's overseas sales in the second quarter were 3.550,000, up to 7 in the first half.430,000。

Although the growth rate is weak, BYD's overseas moves in June are still frequent。

In Europe, on June 13, BYD held a brand and product launch conference in Italy, announcing its entry into the Italian passenger car market。At the meeting, BYD announced that it will open five stores in Italy's Milan, Turin, Florence and other cities, and launch BYD ATTO 3, Han, Dolphin, Seal four models。On June 14, BYD said it would launch five electric vehicles in the French market.。

In South America, BYD announced on June 21 that Yuan PLUS, or BYD ATTO3, entered the UAE.。On June 28, BYD launched the Dolphin in Brazil, which is BYD's fifth model to enter the Brazilian market。On June 29, BYD held a brand launch and new model launch conference in Johannesburg, South Africa, officially launching Yuan PLUS in South Africa.。

Compared to Tesla, BYD's advantages are also obvious。More models and generally lower prices than Tesla。When BYD can maximize its advantages when expanding overseas, perhaps that's when BYD really "big explosion"。