Summary:On February 1, 2022, Nio Inc announced the car delivery volume for February, with 6,131 vehicles delivered, an increase of only 9.9% year-on-year, including 9,652 vehicles delivered in January. Xpeng delivered 6,225 vehicles in February, down 50% month-on-month due to technical upgrades, and up 180% year-on-year, including 12,922 vehicles delivered in January. Li Auto continued strong deliveries in February with 8,414 vehicles, delivering 12,268 Li ONE in January, a 265% year-on-year increase. As of February 28, 2022, Xpeng's cumulative deliveries have exceeded 0.15 million units, Li Auto's total delivery volume reached 144,770 vehicles, and Nio Inc's total delivery volume reached 182,853 vehicles.
Under the impact of the Russia-Ukraine war, the global 'chip shortage' challenge, rising raw material prices, and the decline in subsidies for new energy, Chinese new energy vehicle startups will still face multiple challenges.Currently, the shortage of automotive chips has gradually eased, major global chip companies have increased the production supply of automotive-grade chips, and new production capacity will be gradually released this year. The supply capacity of some domestic chip products is also gradually improving, and it is expected that the supply situation of automotive chips will continue to improve.Nio Inc's month-on-month delivery in January and February has shown a slight decline. At present, I think there is no need to worry too much. In 2022, it is expected that Chinese new energy vehicle startups Xpeng and Li Auto will have a stable delivery...