New Forces in Car Manufacturing August Rankings: Ideal Delivery Increases 7 Times YoY, NIO Sales Stabilize, Xiaopeng G6 Gains Momentum

On September 1st, several new energy vehicle companies successively announced the delivery status of new vehicles in August 2023. As the summer vacation comes to an end, the sales heat of terminal sales in the automotive industry remains unabated. From the data, it can be seen that many companies have achieved year-on-year and month-on-month growth.

TOP1 GAC Aion

GAC Aion still maintains its position as the sales champion. The official statement mentioned that due to the current production capacity limitation of the factory, 45,000 vehicles were sold in August, but over 50,000 vehicles were delivered to customers, reaching 52,100 vehicles, setting a record of "delivery exceeding sales".

According to GAC Group's interim report, Aion achieved profitability for two consecutive months in June and July. Aion stated that its sales target for this year is 550,000 vehicles, and they are still planning to expand production capacity.

TOP2 Li Auto

Li Auto delivered 34,900 new vehicles in August, a year-on-year increase of 663.8%. The monthly delivery of all three models in the Li series exceeded 10,000 vehicles. From January to August 2023, Li Auto's cumulative delivery volume has reached 208,165 vehicles.

TOP3 NIO: Slight MoM decrease in sales, preparing for monthly sales of 30,000 units

NIO delivered 19,300 vehicles in August, an 81.0% year-on-year increase with a slight month-on-month decrease. According to NIO's delivery guidance for the third quarter, the delivery volume is expected to be between 55,000 and 57,000 units, and the delivery volume in September will fall within the range of 15,000 to 17,000 units.

During the recent second-quarter earnings conference, Chairman Li Bin stated that the company's goal is to maintain monthly deliveries above 20,000 units. Therefore, NIO is currently preparing for monthly sales of 30,000 units in terms of sales capacity and channel layout. Li Bin mentioned that NIO will complete this layout by the end of September, and positive results may be seen in October and November.

Leapmotor: C series deliveries account for over 85%, accelerating international expansion

Leapmotor delivered 14,200 vehicles in August. The official revealed that the C series accounted for over 85% of the deliveries, with the C11 series delivering over 10,000 vehicles, surpassing the performance in July.

It is worth mentioning that Leapmotor will announce its global brand strategy at the Munich International Auto Show, which opens on September 4th. At the same time, Leapmotor's first globally-oriented model will also debut during the show. The new vehicle is positioned as a mid-to-large-sized SUV with the internal codename B11.

XPeng G6 performs strongly, aiming to achieve monthly sales of over 10,000 units for a single model

In August, thanks to the strong performance of the G6 model, XPeng delivered 13,700 new vehicles, surpassing Jike, rising one place in the monthly sales ranking to fifth place. The month-on-month and year-on-year growth rates were 43% and 24% respectively, with deliveries exceeding 10,000 units for two consecutive months. This month, XPeng delivered 7,068 G6 vehicles, an 80% increase compared to the previous month, with cumulative deliveries exceeding 11,000 units. Xiaopeng revealed that it is further increasing the production capacity of the G6, aiming to achieve a monthly delivery target of over 10,000 units. Referring to Xiaopeng's sales guidance of 39,000 to 41,000 units in the third quarter, Xiaopeng's sales in September are estimated to be between 14,400 and 16,400 units. According to internal information from Xiaopeng Automobile's employee meeting, the company will strive to achieve a monthly delivery target of 20,000 units on average in the fourth quarter.

Jike's delivery volume increases both YoY and MoM, and the hunting supercar "Jike 001FR" is launched

Jike delivered 12,300 new vehicles in August, a YoY increase of 71.7%. As of the end of August, Jike has delivered a total of 144,923 vehicles.

On September 1st, during Jike's Evolution Day, the hunting supercar "Jike 001FR" was launched and will begin deliveries in late October.

It is reported that the car will be equipped with a 100-degree Kirin battery, with a charging time of only 15 minutes from 10% to 80%. In terms of driving technology, it is the first to adopt a four-motor distributed electric drive and four-wheel torque vector control, supporting "tank turn", with a 0-100 km/h acceleration time of 2.07 seconds and a maximum calibrated speed of 280 km/h.

In addition, Jike Technology CEO An Conghui revealed that the Jike 001 OS5.0 vehicle system will be released on September 1st. The newly added NAP assisted driving function will be available in 15 cities by the end of the year. In terms of infrastructure construction, Jike's supercharging stations will be deployed in 450 locations by the end of the year.

NIO's deliveries increase by 21% MoM as IPO approaches

NIO delivered approximately 12,100 new vehicles in August, a MoM increase of 21%, but a YoY decline of 24.4%.

On the evening of August 29th, NIO announced the completion of a 7 billion yuan Crossover round of financing, but did not disclose specific investors and details. This indicates that NIO is accelerating its IPO process.

Industry insiders pointed out that the Crossover round is a pre-financing before the company goes public, aiming to stabilize the stock price after listing.

Lantu achieves record-high monthly deliveries

Lantu's monthly deliveries exceeded 4,000 units, reaching a historical high.

In August, Lantu delivered 4,009 new vehicles, a YoY increase of 65% and a MoM increase of 17%, setting a new record for the Lantu brand.

From January to August 2023, Lantu has delivered a total of 22,400 vehicles, doubling compared to the same period last year. Lantu CEO Lu Fang stated that the sales target for this year is to double or even triple, reaching 38,800 to 58,200 units.

Other automakers

In addition, BYD announced its sales data on the same day, showing that the sales of new energy vehicles in August reached 274,400 units, compared to 174,900 units in the same period last year. The total sales of new energy passenger vehicles overseas in August reached 25,000 units.