July is the off-season for the traditional auto industry, but the competition for new energy vehicles in China did not cool down in July。Just stepped into August, the major car companies have been drying out the July "report card"。

         

"Car king" BYD growth has slowed, "national team" performance is still good

          

"Car King" BYD's July sales of new energy vehicles reached 262,161, up 61.30%, slower growth than last month。BYD's June sales were 253,046, up 95.78%。In July 2023, BYD sold 18,169 new energy passenger cars overseas.。From January to July, the company's cumulative sales of new energy vehicles were 1,517,798, up 88.81%。

The car brand from the joint venture of BYD and Mercedes-Benz-Tengshi also performed well in July。Tengshi Motors said its Tengshi D9 sold 11,146 units in July, a record high.。The average transaction price of Tengshi D9 is 420,000 yuan, which has been the top sales volume of more than 300,000 luxury MPV market for 7 consecutive months.。At the end of July, Tengshi N7 was officially delivered in eight cities across the country.。Tengshi N8 smart luxury full scene SUV will be launched worldwide on August 5。

In terms of the "national team," GAC Aean sold 45,025 vehicles in July, up 80% year-on-year.。January-July cumulative sales reached 254,361 vehicles, up 103% year-on-year。

Geely's high-end smart electric brand Pole Krypton delivered 12,039 vehicles in July, up 139 from a year earlier..7%, up 13.4%。From January to July, Pole Krypton delivered a total of 132,620 new cars.。It is worth noting that polar krypton has achieved positive growth for both the same month in a row.。At present, there are three models of polar krypton, including hunting coupe polar krypton 001, pure electric MPV polar krypton 009 and SUV polar krypton X。

SAIC's July sales also hit a new high。SAIC sells 9 new energy vehicles in July.10,000 vehicles, up about 6% month-on-month, and the company's new energy vehicle sales are currently ranked second among Chinese automakers.。Specifically, SAIC Passenger Cars (including overseas bases) sell new energy vehicles 2.80,000 vehicles, up 29% year-on-year; SAIC-Volkswagen and SAIC-GM new energy vehicle sales for the first time "both broke 10,000," SAIC-Volkswagen sales of new energy vehicles 1.30,000, SAIC-GM sold 10,000 new energy vehicles, up 93% year-on-year; SAIC-GM-Wuling sold 3 new energy vehicles..50,000 vehicles。

         

"Wei Xiaoli": ideal firmly in the "thirty thousand vehicles" throne, Wei Lai ushered in a big turnaround, Xiaopeng finally entered the "ten thousand vehicles" mark

         

In July, Ideal delivered a total of 34,134 new cars, up 227 from a year earlier..5%, has been delivered for two consecutive months in more than 30,000。In January-July 2023, the ideal cumulative delivery volume reached 173,251 vehicles.。

Li Xiang, Chairman and CEO of Ideal Motors, said: "As the family's preferred luxury car brand, we completed the delivery of 400,000 customers in July, becoming the first new power car company in China to achieve this result.。"

Since the release of the three models of the Ideal L series in June last year, the cumulative delivery has exceeded 200,000 units, and in the second quarter for three consecutive months to win the SUV sales of more than 300,000 yuan, continue to lead the market performance of Chinese luxury car brands.。Among them, the family's five-seat flagship SUV, the Ideal L7, has successfully delivered more than 50,000 vehicles within five months of its launch.。Two six-seater SUV products - Ideal L8 and Ideal L9 deliveries from 1 in March this year.20,000 to 20,000 in July。

As of July 31, 2023, Ideal Auto had 337 retail centers nationwide, covering 128 cities.。There are 323 after-sales maintenance centers and authorized sheet metal spray centers, covering 222 cities.。

Weilai ushered in a "big turnaround" in July, delivering 20,462 vehicles, up 103.6%, directly on the "twenty thousand" mark。Among them, the new ES6, a smart electric all-around SUV, has seen a steady increase in deliveries since its launch at the end of May 2023, with monthly deliveries exceeding 10,000 units in July 2023.。From January to July this year, a total of 75,023 vehicles were delivered in the future.。

In the announcement, NIO also revealed that in July 2023, both NIO ET5 and EL7 received a five-star rating in the EuroNCAP EU new car safety test.。The two models achieved the best results in EuroNCAP EU new car safety tests for sedans and SUVs since 2020.。

Unlike the previous two, Xiaopeng's performance in July can only be considered a "pass."。In July, Xiaopeng Motors delivered 11,008 smart electric vehicles, down 4.5%, up 28% month-on-month。Although this is Xiaopeng for six consecutive months to achieve positive growth, but after more than half a year of "struggle," Xiaopeng finally entered the "ten thousand vehicles" mark。From January to July this year, Xiaopeng's cumulative deliveries were 52,443 vehicles, down about 35% year-on-year.。

The realization of Xiaopeng G6, which is widely regarded as Xiaopeng's "life-saving straw," is not surprising.。In July, the G6 delivered more than 3,900 vehicles in total, with large-scale deliveries starting in 110 cities across the country.。Xiaopeng also said that it is actively climbing the supply capacity of G6, the factory opens the full production mode, and increases the special logistics to ensure the speed of vehicle to the store to ensure the delivery speed of G6.。

Although this delivery data is not bright, but Xiaopeng at the end of July "hand in hand" with the public, but let the outside world have more expectations of Xiaopeng。According to the company's disclosure, Xiaopeng will provide the G9 platform, car networking and ADAS software, and will work with Volkswagen to develop two Volkswagen brand B-class electric vehicles for the Chinese market.。

It is worth mentioning that on August 2, it was reported that Wu Xinzhou, vice president of Xiaopeng Autonomous Driving, will leave Xiaopeng Motors, and may join the global chip giant Nvidia, and may serve as "global vice president."。He Xiaopeng and Wu Xinzhou both confirmed the news on social media.。But it is not yet known whether Wu Xinzhou will join Avida in the follow-up.。

He Xiaopeng said that because of family and various reasons, Wu Xinzhou said in the second half of last year to return to the United States。He also revealed that Dr. Li Liyun (who had previously been in charge of Xiaopeng's XNGP) was chosen early to take over the AD team.。Because it's been nearly a year of preparation, "I'm incredibly confident that the team and business transition will be silky smooth.。"

He Xiaopeng said that he will still personally lead our self-driving and R & D team in the future, "We will continue to bring the best XNGP to users together with Liyun and the team."。

He added: "After that, Xiaopeng will make more AI-oriented organizational changes, I firmly believe that the past software-defined cars will become AI-defined cars, I will restructure Xiaopeng's intelligent team, the AD, cockpit, machine brain, EEA, and a number of innovative projects, integrated into a stronger intelligent team, and increase the intelligent planning and operation team.。I will personally lead this large team, I believe that AI and its operating experience will disrupt the current automotive system。"

          

Nezha, Salis sales decline, zero run pulled to overseas funds？

           

Some people are happy and others are sad.。There is no good news for cars in July.。According to its official WeChat public number, which delivered 10,039 vehicles across the board in July, down 17% from the previous month.。The cumulative delivery volume from January to July this year reached 77,168 vehicles.。This is the second month in a row that Nezha has seen a decline in delivery data and has reached the "10,000" mark.。

In the face of sales pressure, which also began to use "price reduction" big move。On July 20, the company launched 2024 Nezha S, which is nearly 30,000 yuan lower than the previous 2023 Nezha S.。As soon as the news came out, many owners who had just bought the 2023 Nezha S called out that they had been "backstabbed."。

Nezha Automobile CEO Zhang Yong then responded to the matter on Weibo。He said that the car as a consumer product, the same performance and quality of the product, the price will be lower and lower。But he also said that which side will follow up on old car owners to compensate。

In the current release of July delivery data, which is rare in the ring down car companies, but which still holds the "sea" card。

On July 5, Nezha announced that Nezha Motors surpassed Tesla and BYD for the first time in the Thai market, and Nezha V series became the "NO" of pure electric models..1 "。According to Thailand's AutoLife official website, the number of pure electric models in Thailand in June 2023 doubled to 2,203, with 28.9% of the market share in one fell swoop beyond other brand products, to the top of the Thai market pure electric champion。

According to official sources, Nezha has set up a Thai subsidiary and a European division, and its sea territory covers ASEAN, South America and the Middle East.。Nezha's eco-smart factory in Thailand has also officially laid the foundation and will become the main base for Nezha's auto exports to ASEAN.。But whether Nezha can play the card of "going to sea" well remains to be tested by time.。

In addition to Nezha, the July data from Silles is not ideal either.。Sales of Sailis' new energy vehicles in July were 6,934, down about 48% year-on-year and down about 26% month-on-month, with deliveries still less than 10,000 vehicles.。

The company is currently selling the brand AITO, which is a smart electric brand created by Serena in cooperation with Huawei.。But the tie-up with Huawei has not given the brand sustained growth momentum.。Cyrus has announced that in order to strengthen the close and in-depth development of the joint business, Cyrus and Huawei have jointly established the "AITO Joint Working Group on Marketing Services," which will be fully responsible for the end-to-end closed-loop management of marketing, sales, delivery, services, channels and other businesses from July 1.。How effective this move is in boosting sales in the question world needs to be seen again。

Among the new forces in car building, the sales performance of Zero Run is remarkable.。In July 2023, zero-run vehicle sales reached 14,335 units, with monthly sales continuing to grow.。Among them, the C series delivered more than 12,000 units, accounting for about 85%, and the C11 series delivered more than 9,200 units.。

In the increasingly fierce competitive environment, zero run also opened the "price reduction" mode。On August 1, Zero Run announced that two C11 models and three C01 models were reduced by 10,000 to 20,000 yuan.。The price cut is not particularly large, and the pull of the price cut on sales will be known in early September.。

It is worth mentioning that, a few days ago, zero running car released the central integrated electronic and electrical architecture, named "four leaf clover"。At the press conference, Zero Run said that there are foreign companies currently negotiating technical cooperation, and there has been substantial progress.。Recently, the new car-building forces Weilai and Xiaopeng have been invested by foreign entities, zero run will be the next, let us wait and see。

          

Policy side warm wind blowing frequently

            

On July 21, China's National Development and Reform Commission and other thirteen ministries and commissions issued the "Measures to Promote Automobile Consumption," proposing a total of ten measures.。The scope of the measures includes car purchase restrictions, the used car market, the construction of new energy vehicle facilities and automotive consumer financial services, and so on.。

On July 31, the Chinese government officially issued the Measures on Restoring and Expanding Consumption。Which clearly mentioned, to expand the consumption of new energy vehicles。"Implement policies such as building a high-quality charging infrastructure system, supporting new energy vehicles to the countryside, and continuing and optimizing new energy vehicle purchase tax reductions and exemptions。Scientific layout, moderate advance construction of charging infrastructure system, speed up the promotion and application of power exchange mode, effectively meet the needs of residents to travel charging。Promote the optimal layout of public charging infrastructure in residential areas and the implementation of residential electricity prices, study the implementation of peak-valley time-of-use tariff policies for charging infrastructure electricity, and promote the reduction of electricity costs for new energy vehicles.。"

In addition, in optimizing the management of the purchase and use of cars, it was also mentioned that regions should not add new car purchase restrictions, promote car renewal consumption, increase financial support for car consumption and increase the supply of parking spaces in cities.。

In the policy side of the continuous positive stimulus, it can be predicted that the next new energy vehicle market competition will only become more intense。With the continuous updating of delivery data and the constant changes in the rankings, in order to remain competitive, the major car makers need to show more housekeeping skills and sincerity.。