The sales of new energy vehicles increased sharply in the first three quarters, bringing huge business opportunities to the die-casting industry

Recently, a number of new energy vehicle companies released sales data for September, including Tesla, BYD, Weilai, Xiaopeng, Volkswagen ID, Nezha, Ideal, and Zero Run. Sales of new energy vehicles have maintained growth. situation. Among them, Tesla delivered 240,000 electric vehicles in the third quarter of this year, exceeding expectations; BYD sold more than 70,000 electric vehicles in September; and the new vehicle manufacturers Weilai and Xiaopeng delivered more than 10,000 vehicles.

Some analysts pointed out that due to the shortage of chips, although the “Golden Nine” in the auto market is no longer there, the abnormal weather and the impact of the epidemic have made people’s demand for car purchases extremely strong, especially the strong growth in the demand for multiple ownership of families with cars. Domestic new energy vehicles have basically not been seriously affected by the lack of cores, and sales have not fallen year-on-year, but most of them have achieved a good situation of doubling year-on-year.

Since February of this year, the market performance of new energy vehicles and traditional fuel vehicles have been markedly contrasted. The sales of new energy vehicles have continuously set new monthly sales records, which has injected new momentum into the automotive industry and has been closely related to the automotive industry. With the development and application of “lightweight” and “large-scale integrated” body die-casting parts for component die-casting enterprises, it has brought huge development opportunities for die-casting enterprises.

Strong performance of new energy vehicle companies

Tesla’s global new car sales in the third quarter of this year increased by 73% year-on-year, and the sales of electric vehicles reached 241,300, exceeding the original forecast. According to big data statistics, Tesla’s cumulative global new car sales from January to September 2021 have approximately doubled year-on-year to 627,350 vehicles, which greatly exceeds the number of sales for the entire year of 2020.

Weilai Automobile delivered 10,628 electric vehicles in September this year, a year-on-year increase of 125.7%, setting a record for monthly delivery; from January to September, a total of 66,395 electric vehicles were delivered, a year-on-year increase of 151.7%. Weilai has delivered a total of 142,036 electric vehicles.

Xiaopeng Motors delivered 10,412 units in September this year, and the month-on-month increase in September delivery reached 44%. Among them, P7 delivered 7,512 units, which is also a record high for P7 for five consecutive months. From January to September, the cumulative delivery volume was 56,400.

Ideal Motor delivered 7,094 Ideal ONEs in September this year, an increase of 102.5% year-on-year; in the third quarter of this year, Ideal Motors delivered a total of 25,116 units, an increase of 190% year-on-year; from January to September, the total delivery volume of Ideal Motors reached 55,270.

Nezha Automobile delivered 7,699 units in September this year, an increase of 16.4% month-on-month and 281% year-on-year. The delivery volume exceeded 7,000 units for the first time, setting a record delivery volume for eight consecutive months. From January to September this year, Nezha Automobile has delivered 41,427 units, a year-on-year increase of 425%.

In September of this year, the delivery volume of LS Auto reached 4,095 units, an increase of 432% year-on-year; this year’s cumulative orders were 44,416 units, and September orders were 8,754 units, an increase of 15% month-on-month. The company said that the lack of automotive chips in September affected the delivery of the company in September, which was a 9% month-on-month decrease compared to August.

BYD’s sales of new energy vehicles in September reached 71,100, an increase of 257.62% year-on-year; cumulative sales from January to September were 337,600, an increase of 204.29% year-on-year.

The Volkswagen ID. Family delivered 10,126 vehicles in September this year, a quarter-on-quarter increase of 272%. This time, Volkswagen gave up the division method of North and South Volkswagen, and it was easy to combine the ID series for statistics. Since June, sales have been rising steadily, and in September it exceeded 10,000, with remarkable results.

The Dongguan Securities Research Report pointed out that, at present, the imbalance between global automotive chip supply and demand continues to restrict automotive production and needs to be improved. Dealers’ retail sales are not strong under ultra-low inventories, and auto production and sales have been declining month-on-month for four consecutive months. Considering that it will take some time for the chip supply problem to be alleviated, superimposed on the high base pressure in the second half of last year, it is expected that in the short term, automobile production and sales data will continue to decline year-on-year. With the advent of the traditional peak season for car sales, the month-on-month ratio is expected to improve.