The NEV delivery list of major car builders came out in May. It was quite surprising today. At less than 18 o'clock, car companies almost all submitted their papers early (BYD and Tesla are still not considering it).
The number of car companies that delivered over 10,000 in May is now 4, adding Zero Run compared to April.The top three on the May list were GAC Aian, Ideal, and Nana in that order. The new power Ideal has surpassed 20,000 for 3 consecutive months, and is likely to reach 30,000 next month. Zero Run broke through 10,000 for the first time this year, reaching third place on the list. NIO can be said to be the worst performer, ranking third from the bottom, or even below the ideal fraction.
The 1.5 month delivery list is as follows:
2. The delivery list for January-May 2023 is as follows:
The delivery situation of car companies in March, in order of ranking
1. GAC Aian: Aian sold 4,5003 vehicles in May, up 114% year on year and 10% month on month. The cumulative sales volume for January-May of this year was 166,323 units, an increase of 119% over the previous year. Aian is still mainly ToB online car-hailing, but the delivery volume of 40,000 for 3 consecutive months is good.
2. $LI AUTO-W (02015.HK)$ : In May, Ideal delivered a total of 28,277 new cars, an increase of 146% over the previous year, and an increase of 10% over the previous month. Ideal Auto delivered more than 20,000 vehicles for three consecutive months, while Ideal L7 delivered two consecutive months...