To The Moon

In April, the new energy vehicle delivery list of major car manufacturers came out. BYD and Tesla came out late every time, and the delivery volume of $Tesla Motors(TSLA)$ Tesla and BYD is not the same order of magnitude as other car companies, so we will not discuss it in the list. Except for the fact that there is no paper in the questioning circle, everything else has been handed in. Of course, the results are basically not good if the papers are not handed in. This result can be said to be relatively stable, but other changes are still very large.

The number of car companies with a delivery volume of more than 10,000 in April was only three, and the head response became more and more obvious. The top three on the list in April are $XPeng Inc.(XPEV)$ GAC Aian, $Li Auto(LI)$ Ideal and Nezha$NIO Inc.(NIO)$ . The new power ideal breaks through 20,000 again, and the delivery of 20,000 in the next month may be the norm for the ideal. Zero Run and Extreme Krypton performed well in April, ranking 4,5 on the list. NIO can be said to be the worst performance, ranking third from the bottom, and the delivery is only an ideal fraction.

1. 4 months delivery list is as follows:

2. The delivery list from January to April 2023 is as follows:

3. 4 Months delivery of car companies, ranking in order

1. GAC Aian: In April, Aian delivered a total of 41.12 million new cars, a year-on-year increase of 302% and a month-on-month increase of 2.5%. This year, the cumulative sales volume was 121,300, a year-on-year increase of 120%. Some of Aian are To B online car-hailing, and this result may be discounted, but the delivery volume of 40,000 for two consecutive months is also good.

2. Ideal: In April, a total of 25,681 new cars were delivered, setting a new record for the monthly delivery of Ideal Cars again and delivering more than 20,000 vehicles for two consecutive months, an increase of 516.3% year-on-year (only 4,167 units were delivered in April last year, with a relatively low base). A total of 78,265 vehicles were delivered this year, an increase of 118% year-on-year.

Personal comments: The ideal is basically needless to say. It is handed in early, and the results are as stable as ever. According to the number of orders, the next one can basically remain above the level of 25,000. The more cars are sold, and after the word of mouth, this is the best advertisement.

3. Nezha: In April, the whole series of Nezha was delivered 1,1080 units, a year-on-year increase of 26%. However, only 37,346 units were delivered this year, a year-on-year decrease of 4%, so there is basically no need to look at them.

4. Zero Run: The delivery volume of Zero Run in April was 8,826 units, an increase of 41% month-on-month and a decrease of 4% year-on-year.

Personal comments: Although Zero Run can be said to be the biggest dark horse in the April list, its prospects are still not very optimistic. After all, the delivery data is still not stable.

5. Krypton: 8,101 new cars were delivered in April, with a month-on-month increase of 22% and a year-on-year increase of 279%. Among them, the average order amount of Krypton 001 exceeded 336,000 yuan, and the average order price of Krypton 009 NPV reached 527,000, and the unit price of the

Personal comment: Krypton performed relatively well in April, surpassing Xiaopeng and NIO, but we have to pay attention to endurance later.

6. Xiaopeng: In April, Xiaopeng delivered a total of 7079 vehicles, an increase of 1% month-on-month and a decrease of 21% year-on-year. The delivery volume is similar to last month. At present, it seems that the delivery speed of P7i may not be enough. In addition, G6 is also Xiaopeng's future bargaining chip. This year, it basically relies on P7i and G6, and the G9 is not high. We need to focus on the delivery data after the P7i climb in May and June.

Personal comments: Although Xiaopeng can't compare with the same period last year, it has begun to rebound compared with October last year, and the ranking has also improved significantly. Coupled with the research and development advantages in intelligent driving, I personally think Xiaopeng has hope for a reversal this year. The following G6 and P7i are Xiaopeng's hope this year. .

7. NIO: In April, NIO delivered 6,658 vehicles, a month-on-month decrease of 36% and a year-on-year increase of 31%. Since the beginning of 2023, NIO has delivered 37,699 vehicles, an increase of 22.2% year-on-year.

Personal comments: NIO has returned to the last place in "Wei Xiaoli" again. The car ET5 is a little unsold at the beginning, and everyone is watching the new car of the SUV. NIO's car has been a little unsold recently.

8. Lantu: Lantu delivered 3,339 vehicles in April, a month-on-month increase of 10% and a year-on-year increase of 210%. The data is still poor.

9.. Question: It hasn't been handed in yet. Most of it doesn't work in April. It's known as an ideal opponent, and its performance this year is indeed a little poor.

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