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The sound of 'rising' echoed! New Forces' 'Golden Nine' Transcript Released, Ideal, Zero Run, Xiaopeng Achieves New Heights

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On October 1st, several new energy vehicle companies released delivery data for September. According to the published data, multiple companies have achieved year-on-year growth in sales or delivery volume.
In terms of new forces in car manufacturing, Ideal Automobile still ranks first on the monthly new car delivery list. The September delivery data released by Ideal Auto shows that it delivered 53700 new cars, a year-on-year increase of 48.9%, reaching a new high; In the third quarter of this year, Ideal Automobile delivered 152800 new cars, a year-on-year increase of 45.4%; As of September 30th this year, Ideal Auto has delivered a total of 341800 new cars this year, with a historical cumulative delivery volume of 975200 vehicles.
Table: Reported by journalist Sun Lei

As the penetration rate of new energy vehicles gradually exceeds 50%, the brand head effect is becoming increasingly evident. Since the third quarter, the concentration of TOP3 brands in the new energy vehicle market with a value of over 200000 yuan has reached 50%, with Ideal Automobile's market share exceeding 17%, ranking first in Chinese automobile brand sales. The orders for the Ideal L series and Ideal MEGA have steadily increased, with a record high delivery volume in September, surpassing luxury brands Mercedes Benz, BMW, and Audi for the first time in a single week Li Xiang, Chairman and CEO of Ideal Automobile, said.
Following closely behind are still Zero Run cars. In September, the delivery volume of Zero Run cars reached 33800, setting a new historical high, with a year-on-year growth of over 113%; The cumulative delivery in the first three quarters of this year reached 172900 vehicles, a year-on-year increase of over 94%.
In terms of overseas markets, Leapmotor revealed that on September 24th, the Leapmotor C10 and T03 were officially launched in Europe. With the help of Stellantis' distribution channels, Zero Run International plans to increase its global sales network to 350 in the fourth quarter. In addition, Zero Run International plans to release at least one car model annually in the next three years.
Ranked third on the delivery list of new car manufacturers is Xiaopeng Motors. In September, Xiaopeng Motors delivered a total of 21400 new cars, a year-on-year increase of 39% and a month on month increase of 52%. Among them, Xiaopeng MONA M03 delivered over 10000 vehicles; From January to September, Xiaopeng Motors delivered a total of 98600 new cars, a year-on-year increase of 21%.
Photo by journalist Sun Lei

Xiaopeng Motors stated that after its official launch, Xiaopeng MONA M03 quickly became the best-selling A-class pure electric sedan. At present, Xiaopeng Motors has completed two expansions and is working closely with its supply chain partners to ensure delivery, fully preparing for the incremental production of Xiaopeng MONA M03.
NIO announced that 21200 vehicles were delivered in September, a year-on-year increase of 35.4%. In the third quarter of this year, NIO delivered 61900 new cars, a year-on-year increase of 11.6%; Nezha Motors delivered 10100 vehicles across its entire lineup in September.
On October 1st, Xiaomi Auto announced on Weibo that in September, the delivery volume of Xiaomi SU7 exceeded 10000 units, and it has achieved the delivery target of over 10000 units for four consecutive months. Meanwhile, Xiaomi Auto announced that its factory will continue to increase production in October, with a monthly production target of 20000 vehicles. It is expected to achieve the annual delivery target of 100000 vehicles ahead of schedule in November.
In terms of new brands created with the participation of traditional car companies, Hongmeng Zhixing delivered 39900 new cars across its entire lineup in September. Among them, a total of 35600 units of the Wenjie series models were delivered. Specifically, the Wenjie M9 series delivered 15500 units and has been the best-selling luxury car model in China for over 500000 yuan for six consecutive months; The new M7 series from Wenjie delivered 16800 units in September, with a total of 200000 new vehicles delivered in the 12 months since its launch.
Guangzhou Automobile Aion's global sales in September reached 35900 units, of which the second-generation AION V Tyrannosaurus Rex sold over 9000 units. It is worth mentioning that GAC Aion launched pre-sales of the A+sedan AION RT on September 27th and received 16000 orders within 24 hours, which is expected to boost sales in the future.
Jike announced that the delivery volume in September reached 21300 vehicles, a year-on-year increase of 77% and a month on month increase of 18%; A total of 142900 new cars were delivered from January to September, a year-on-year increase of 81%. It is reported that the brand's new model, Jike MIX, will be officially launched this month.
Lantu Motors delivered over 10000 new cars in September, with an average selling price of 336000 yuan. In addition, the all-new Lantu Dreamer delivered over 5000 units within 12 days of its launch, and another new car under Lantu Motors, Zhiyin, will be officially launched on October 13th; The total delivery volume of Deep Blue Automobile in September was 22700 units; Jiyue delivered 2605 new cars in September, setting a new record for monthly deliveries with a month on month increase of 23%. The delivery volume has continued to experience a three month leapfrog growth; Zhiji Automobile sold 4516 new cars across its entire lineup, a year-on-year increase of 150%.
Based on the sales or delivery data released by the aforementioned car companies, multiple brands have shown a year-on-year growth trend. Previously, the China Association of Automobile Manufacturers (CAAM) issued a statement stating that in September of this year, the retail sales of passenger cars in the domestic market were about 2.1 million units, a year-on-year increase of 4% and a month on month increase of 10.1%. Among them, the retail sales of new energy passenger vehicles in China are expected to reach 1.1 million units, a year-on-year increase of 47.3%, a month on month increase of 7.3%, and a penetration rate of about 52.4%.
The China Association of Automobile Manufacturers (CAAM) stated that the national policy of scrapping and updating vehicles, as well as local policies of exchanging old vehicles for new ones, have steadily boosted the growth of the automobile market. Coupled with the effects of the Mid Autumn Festival and National Day holidays, the automobile market showed a high-speed growth trend in September, and the "Golden September" effect was significant.
With the strengthening of subsidies for automobile scrapping and renewal by the government, the market recovery has had a significant driving effect on the car market. The pressure of price wars on car companies has relatively eased, and the car market has entered a good trend of sustained strength at the end of the year, "said Cui Dongshu, Secretary General of the China Association of Automobile Manufacturers.
Xinda Securities released a research report stating that the new car models to be launched in the second half of the year comprehensively cover entry-level intelligent driving models, high-end luxury sedans, mid to large sized SUVs, hardcore off-road vehicles, and other models. It is expected that with further policy subsidies and the increasing popularity of new car launches, the production and sales of the car market, as well as the volume of new car exchanges, are expected to significantly increase.
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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