The sales volume of the new forces in November was counted, and the scenery of the original forces was no longer there, and the new players showed their talents!

In October, the penetration rate of new energy vehicles in China exceeded 50%, leaving the golden nine and silver ten, and entering the final exam at the end of the year, which caused new forces to air their report cards in October. On this report card, there were both "strong momentum" of established new forces and "emerging" of new forces.

Huawei never said that it built its own car. It seems inappropriate to compare Huawei’s ideals directly here. However, there is always a legend of Huawei in rivers and lakes. As the layout of Huawei’s new energy car track, HarmonyOS Zhixing is completely enough.

HarmonyOS Zhixing: The world of inquiry has won the top spot, and the world of respect is ready to come out

Considering various factors such as brand strength, sales volume, ecological model and core technology, there is no doubt that Huawei is the first camp. On November 1st, HarmonyOS Zhixing announced that it will deliver 41,643 new cars in October. Among them, 16,004 vehicles were delivered by the M9, and 15,836 vehicles were delivered. In 2024, the delivery of the new M7 has exceeded 170,000 vehicles. In contrast, the sales volume of Enjoy World S9 may not be so brilliant. In September, Enjoy World S9 only delivered 2,169 vehicles, which was slightly lost.

Previously, when Yu Chengdong talked about the goal, he also said: In five years, he should be the king of high-end cars with more than 300,000 yuan, and after the listing of Zunjie, he will also become the king with a level of more than 1 million yuan. According to the plan, the first model of Zunjie is expected to go offline at the end of the year and be listed in the first quarter of next year. The price is one million yuan, and the annual output is expected to reach 35,000 units.

Ideal: double highlights in performance sales and discount in stock market.

As an old rival of Huawei, LI’s performance is still very bright. From its latest sales performance, in October, the company delivered 51,443 vehicles, a year-on-year increase of 27%; As of October 31, 2024, LI delivered a total of 393,255 vehicles in 2024. At the just-concluded third quarter earnings conference call, Li Xiang, chairman and CEO of LI, said that it is expected that the delivery volume in the fourth quarter will reach 160,000 to 170,000 vehicles, and the delivery volume in 2024 will be about 502,000 to 512,000 vehicles.

According to the above objectives, it is ideal to complete more than 5.5 new cars delivered in the next two months, and the corresponding financial report is just released by Ideal. The data shows that LI’s revenue in the third quarter was 42.9 billion yuan, a year-on-year increase of 23.6%; The net profit for the same period was 2.8 billion yuan, a year-on-year increase of 0.3%. The adjusted net profit attributable to shareholders was 3.84 billion yuan, up 11% year-on-year.

Comments and observations:Huawei and Ideal are the kings that can’t be ignored in the whole China new energy automobile track. Huawei’s latecomers come to the fore, relying on its strong brand and technical strength to drive and empower a number of traditional automobile brands to build the HarmonyOS Zhixing ecological circle. Now, in the intelligent selection mode, the world is as strong as ever, and the world is ready to go to the million-level peak market; Although the ideal continues to rely on the L6 series to sell in succession, the annual sales target has dropped from 800,000 to nearly 600,000, and now it is planned to be around 500,000. The market has given a response that the stock price has dropped by 8%. It is conceivable that the two will continue to compete anxiously in the fields of high-end models and autonomous driving in the future.

Zero run, keep leading.

For Zero Run, it is basically on the road of continuous breakthrough. From 30,000 in August to approaching 40,000 in October, Zero Run has been catching up. On November 1, the delivery volume in October was 38,177 units, up by 109.7% year-on-year. According to Zhu Jiangming, chairman of Zero Run Automobile, the order volume of Zero Run Automobile in October was 42,491 units, of which C10, C11 and C16 all exceeded 10,000 units.

It can be seen that in August this year, the sales volume of zero-run cars (sales list) exceeded 30,000 units for the first time. On October 17, the 500,000-th production car of zero-run officially rolled off the assembly line. It is worth noting that on October 9, Zero Run Car once exposed a video of Zhu Jiangming’s internal speech. Zhu Jiangming said in the video that the future goal of Zero Run Car is to sell 300,000 units per month and 4 million units per year, which means that "the annual sales of 4 million units is the threshold of the top ten". It is enough to show that zero running is emboldened.

Deep blue is a good hand of Chang ‘an.

From the perspective of ownership alone, Deep Blue can’t be regarded as a new force. However, based on the brand launched by Changan Automobile, Deep Blue has really performed brilliantly and has a tendency to get up early. Its sales in October exceeded 27,862 units, and it will be close to 30,000 units per month in the future. From the perspective of product line, Deep Blue Automobile still has a rich "new inventory", and four heavily redesigned/new models were listed in the second half of this year.

Tucki, get out of the strange circle and flourish.

Tucki’s performance in the first few months of this year was somewhat unsatisfactory, but its recent performance was commendable. On November 1st, Xpeng Motors announced that it would deliver 23,917 new cars in October, up 20% year-on-year and 12% quarter-on-quarter. Among them, Tucki MONA M03 has delivered more than 10,000 units in two months. It is worth noting that from January to October 2024, Xpeng Motors delivered a total of 122,478 new cars, a year-on-year increase of 21%. At present, it can be seen that the hot sale of MONA M03 has led to the rebound of sales in Xpeng Motors, but there is a problem of insufficient production capacity.

In addition, Xpeng Motors is still seeking overseas growth opportunities. Last month, it held a G6 and G9 conference of Tucki in Dubai, announcing its formal entry into the UAE market.

Wei Lai, who built the "three brothers", was somewhat frustrated.

Compared with Ideality, Weilai and Tucki, Weilai’s performance ranks at the bottom, and has already drifted away from Ideality.

In October 2024, Weilai delivered a total of 20,976 new cars. Although it has changed the decadence at the beginning of the year and exceeded 20,000 for six consecutive months, it is still insufficient. Looking at the whole year, from January to October 2024, Weilai Company delivered a total of 170,257 new cars, up 35.05% year-on-year.

In terms of brands, Weilai brand delivered 16,657 new cars in October, and 4,319 new cars were delivered in the first complete delivery month of Letao L60. However, in terms of brand development, as of October 31, the number of Letao stores has reached 166, covering 60 cities, and there is a tendency to recreate the second Weilai.

Comments and observations:The brands of the second camp have both traditional new forces and real new forces, but the gap between brands is obvious, ranging from 40,000 to thousands of deliveries. It can be seen that the concentration and barriers of the automobile industry are really strong, and the zero-run is expected to continue to lead, and Deep Blue will continue to exert its strength. If Tucki can stabilize, it will be sunny, and Weilai needs to work harder with new brands. It can be judged that the pattern of the second camp may not change greatly for a long time to come.

Xiaomi’s recent press conference has suddenly raised the Xiaomi Pai car from more than 200,000 to the top of 800,000. From the perspective of sales, Xiaomi seems to have more and more confidence. On November 1st, Xiaomi Automobile said that in October, the delivery volume of Xiaomi SU7 exceeded 20,000 units, and the monthly delivery volume exceeded 20,000 units for the first time. In a few months, it successfully reached the target step that many old and new forces have not stood firm for many years. Xiaomi also expects to complete the annual delivery target of 100,000 units ahead of schedule this month.

Lantu automobile, breaking 10 thousand in a row

According to the data released by Lantu Automobile in October 2024, Lantu Automobile delivered 10,157 new cars in October, and the sales volume (sales list) exceeded 10,000 for two consecutive months. From January to October, Lantu Automobile delivered a total of 62,705 cars, an increase of 87% year-on-year. In terms of new cars, the new Lantu Dreamer was listed on September 19, with a price of 329,900 -44.99. This car is the first MPV equipped with Huawei Gankun Intelligent Driving ADS3.0 and HarmonyOS cockpit in the industry. According to the official, the number of this model has exceeded 30,000 in 43 days, and 5,122 vehicles were delivered from October 1 to 27. On October 13th, Lantu Zhiyin was officially launched, and a total of four models were launched, with the price starting from 196,900 yuan.

It is also the high-end dream of Changan Department and Aouita Science and Technology.

Changan has made a good positioning and product route planning among major brands, among which Aouita is more inclined to the high-end direction. On November 1st, Aouita Science and Technology announced that the company’s sales volume (sales list) reached 10,056 vehicles in October, up 150% year-on-year and 120% quarter-on-quarter. Although Aouita will hit the annual sales target of 100,000 vehicles in 2024, the cumulative delivery volume is only 50,960 vehicles.

Zhiji car, just broke through thousands of miles.

On November 1st, Zhiji Automobile announced its October sales (sales list). The data shows that in October 2024, Zhiji automobile sold 10,001 vehicles, up 149% year-on-year and 121% quarter-on-quarter. In contrast, Zhiji sold 4,018 vehicles in October last year. Judging from this result, it has achieved a relatively large growth, and if it can continue to maintain the delivery scale of tens of thousands, it should still have a very good prospect.

Comment and observeThere are indeed a number of new forces derived from the new forces. These brands either cross the border to build cars or are independent branches of traditional automobile brands. Each brand carries different dreams and goals. Xiaomi’s road to building cars has become more and more mature, and Aouita’s high-end road has followed suit. Lantu has always adhered to its own price and high-end positioning, and its intelligence has also changed greatly.

Write at the end:

China’s new car-making forces are fighting for traditional fuel vehicles, joint venture vehicles and foreign-funded vehicles. Since Huawei and Ideality, the leading brothers, have made great strides and dared to break the shackles of the million-class luxury car market, there are also bright lights like Tucki, Weilai, Zero Run and Xiaomi, although the pattern of creating new forces seems to have become a foregone conclusion. But more and more cruel market competition is still going on every day. Who can say for sure in the future?