Monthly Archive: May 2023

Labor Day holiday: How do NIO, Tesla and Li Auto’s user travel reports compare?

Between April 28 and May 4, NIO owners drove a total of about 140 million km and 4.48 million hours.

(Image credit: CnEVPost)

Only a few electric vehicle (EV) makers, including NIO (NYSE: NIO), have previously published reports on their owners' travel data during the holiday season. Now, more and more players are doing so.

This year's Labor Day holiday in China ran from April 29 to May 3. As the holiday ended, several EV makers, including NIO, (NASDAQ: TSLA), (NASDAQ: LI), , and Denza, released their data.

NIO

Between April 28 and May 4, NIO owners accumulated about 140 million kilometers and drove about 4.48 million hours, according to an article posted Saturday on the company's mobile app.

By traveling in purely electric vehicles, NIO users' trips during the holiday equated to a reduction of 9,211 tons of carbon emissions, according to the company.

The largest number of users traveling in NIO vehicles came from Shanghai, followed by Hangzhou and Beijing. Among their travel destinations, Shanghai's neighboring city of Suzhou, Jiangsu, ranked first, followed by Jiaxing, Zhejiang, and Shaoxing, Zhejiang.

NIO users traveled a total of 18.1 million kilometers with assisted driving feature and used it for 226,143 hours, according to the article.

The total mileage of NIO's Navigate on Pilot (NOP) system was 6.3 million kilometers, and the more powerful NOP+ was 4.34 million kilometers.

NIO's battery swap stations provided 432,191 services during this period, with a maximum of 68,748 services in a single day.

The battery swap stations along the highways provided 138,552 free services, saving vehicle owners 104,087 hours of highway travel time, according to NIO.

These stations along highways saw a peak of 23,632 services on May 2.

NIO's 15,137 charging piles accumulated 315,455 services during that holiday, with 79.5 percent of those deliveries going to other brands of electric vehicles.

By the end of April, NIO had accumulated 327,255 deliveries.

Tesla

Between April 29 and May 3, Tesla owners drove 170 million kilometers by using the EV maker's charging network in China, it said on Weibo yesterday.

That mileage represents a carbon reduction of 10,860 tons, Tesla said.

Tesla's Supercharger stations in China are available to owners 24 hours a day and maintain an availability rate of more than 99 percent throughout the year, it said.

To date, Tesla has more than 5,000 Supercharger stations worldwide. The company has more than 1,600 Supercharger stations in the Chinese mainland, offering more than 10,000 Superchargers.

Tesla also has more than 700 destination charging stations in the Chinese mainland, offering more than 2,000 charging piles, it said.

Li Auto

Between April 29 and May 3, Li Auto owners racked up 144 million kilometers, the company said in a WeChat post on Saturday.

Of the total, 72.29 million kilometers were powered by gasoline, up 147 percent from regular days and 372 percent from the holiday last year.

Battery-powered mileage was 71.78 million kilometers, an increase of 11.9 percent over regular days.

Li Auto owners visited 368 cities during the holiday, with the most popular cities being Chengdu, Hangzhou and Shanghai.

Li Auto's AD assisted driving system drove a total of 16.47 million kilometers, or 11 percent of the milage driven.

More than 36 percent of owners of the company's discontinued Li ONE used assisted driving, and 53 percent of owners of the currently available L series used assisted driving, according to the company.

More than 69,000 owners used the more powerful navigation-assisted driving feature and drove more than 7.8 million kilometers, an increase of 186 percent compared to the usual rate.

Li Auto owners used the company's charging map to find charging piles and charge more than 680,000 kWh using fast charging.

Li Auto's supercharging stations began trial operations on April 20, with seven stations charging more than 1,000 NEVs, covering several major brands including BYD and Tesla, the company said.

By the end of April, Li Auto's cumulative deliveries stood at 335,599 units.

Zeekr

Between April 28 and May 4, Zeekr owners accumulated 54.1 million kilometers, with the longest traveled vehicle covering 5,481 kilometers, according to an article published by the company yesterday.

Eighty-seven percent of Zeekr owners drove less than 1,000 kilometers in that period, 11.2 percent drove between 1,000 and 2,000 kilometers, and 1.53 percent drove between 2,000 and 3,000 kilometers.

Zeekr owners used nearly 3.7 million kWh of energy from the company's charging piles on its charging map, and to date, Zeekr has built nearly 690 of its own charging stations, covering more than 120 cities in China.

As of the end of April, Zeekr's cumulative deliveries stood at 101,283 units.

Denza

Between April 29 and May 3, Denza D9 owners drove a total of 11.12 million kilometers and logged 292,974 hours, it said in an article published Saturday.

Of that total, 4.92 million kilometers were driven on fuel and 6.2 million kilometers on electric power.

Denza D9 owners have used assisted driving system a total of 32,493 times during the period, according to the article.

Denza currently has only one model, the D9 MPV, on sale, and it already started pre-sales of the new SUV N7 at the Shanghai auto show last month.

As of the end of April, Denza's cumulative deliveries since the rebranding stood at 44,491 units.

NIO sees over 430,000 battery swap services during Labor Day holiday in China

The post Labor Day holiday: How do NIO, Tesla and Li Auto's user travel reports compare? appeared first on CnEVPost.

For more articles, please visit CnEVPost.

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Denza could see monthly sales of over 20,000 units this year, exec says

Denza's new SUV model N7, which is being pre-sold, is expected to receive more than 6,000 new orders this month and is on track to reach 30,000 orders before its official launch, the brand's chief said.

Denza could see monthly sales of over 20,000 units this year, exec says-CnEVPost

Denza, a joint venture between BYD (OTCMKTS: BYDDY) and Mercedes-Benz, has become one of the most talked-about EV brands in China, after BYD took a majority stake last year.

Denza has a chance to see monthly sales of more than 20,000 units this year, Zhao Changjiang, general manager of the company's sales division, said on Weibo late last night.

Denza's first model after the rebranding, the Denza D9 MPV, could see additional orders of 13,000 to 15,000 units this month, according to Zhao.

Denza's new SUV, the N7, which is on pre-sale, is expected to receive more than 6,000 new orders this month and is expected to reach 30,000 orders before its official launch, Zhao said

About 20 percent of the customers who pre-ordered the Denza N7 are D9 owners, he said.

The Denza N7 is a car that is two generations ahead of the industry and will start to show its true capabilities, Zhao said, adding that Denza will hold road shows about the model in Beijing starting May 12.

Denza will also be announcing the interior of the N8 in the near future, and people who like to go off-road as well as those who want to balance family can keep an eye on it, he said.

Denza was established in February 2011 as a joint venture between BYD and Daimler, each of whom held a 50 percent stake at the time. Last year, BYD's stake in Denza was increased to 90 percent.

Denza's only model currently on sale, the D9, went on sale on August 23, 2022, with deliveries starting on October 26.

The N7 is the second model after its rebranding, for which Denza already started warming up two months ago.

The Denza N7 has inspired a high level of enthusiasm, and with the announcement of Denza's partnership with French high-end audio brand Devialet on March 22, the number of daily customer inquiries has been particularly high, Zhao said on Weibo on March 26.

There are many customers who want to get the Denza N7 launched as soon as possible, and according to the inquiry volume data, the model is expected to get 30,000 orders before its launch in the middle of the year, Zhao said at the time.

Earlier in February, Zhao said the Denza N7 would be launched in the first half of this year.

Denza opened reservations for the N7 on the first day of the Shanghai auto show on April 18, but notably, its pricing information was not released.

On April 25, Denza announced that the Denza N7 has received 10,569 pre-orders, just 7 days after pre-orders open.

Denza sold 10,526 vehicles in April, the second consecutive month in which it exceeded 10,000 units, according to figures it announced earlier this month.

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The post Denza could see monthly sales of over 20,000 units this year, exec says appeared first on CnEVPost.

For more articles, please visit CnEVPost.

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Introducing CnEVData: CnEVPost’s new platform for sharing data

CnEVData is essentially the database used internally by the CnEVPost team, containing data that the team uses for day-to-day reporting, as well as more data not covered by the reporting.

At CnEVPost, a large amount of our coverage is data-based, which has allowed us to accumulate a large database over the past few years.

Now, we have decided to share the raw data, hence CnEVData (https://cnevdata.com/).

To be clear, CnEVData is a new, independent, membership-based website, as collecting and compiling all the data requires a lot of extra work.

The site's membership system is Patreon based, and you can only view the details of the data if you become a patron.

What do you get?

A quick glance at the home page of CnEVData.com will give you a rough idea of what data you can get.

Introducing CnEVData: CnEVPost's new platform for sharing data-CnEVPost

Sales data

CnEVData provides raw data in table form about the delivery volumes of the automakers covered by CnEVPost.

You can also see sales data about many other automakers, such as SAIC and Seres Group, that CnEVPost does not cover with articles.

In addition, the China Passenger Car Association (CPCA) publishes weekly sales data for the Chinese auto industry. You will also be able to see tables that we share based on these data.

We also share the weekly insurance registration data we obtain. However, because there is no uniform official distribution channel for this data, we will not be able to provide them when they are not available on public channels.

Key specs of new EV models

CnEVPost's reports cover the release of major new EV models and comparisons of key specifications between different models.

We have collected a lot of model specification information in the past and is now sharing them in a unified format now at CnEVData.

You can already see the model specification information of several EV makers covered by CnEVPost now. We are compiling the specifications of dozens of other models based on a unified format and will gradually share them.

EV industry chain data

CnEVPost's coverage is centered on EV makers and extends to their supply chain.

Over the past two years, raw material prices have been one of the main concerns, especially lithium carbonate prices.

We will update the data in CnEVData as soon as daily lithium carbonate quotes are available.

In the future, it is likely that other raw materials will be of more interest, such as nickel or sodium, and you will be able to see new data from us at that time as well.

Overall state of China auto industry

In the same way that people understand the macroeconomy by looking at data such as GDP, CPI, PMI, etc., there are a lot of similar data available for the Chinese automotive industry to understand the overall industry.

The CPCA and the China Association of Automobile Manufacturers (CAAM) publish monthly sales data similar to what GDP is to the macroeconomy.

In addition to sales data, they also publish data including monthly vehicle consumption indices, inventory indices, capacity utilization rates, recall numbers, and regional data for some cities.

Much of this data is not newsworthy, so you probably won't see it on CnEVPost. But for industry watchers, they may be important, so you will be able to see it on CnEVData.

More others

What CnEVData is currently sharing is our first step in starting a new endeavor.

Over time, you should see more and better data coverage.

The post Introducing CnEVData: CnEVPost's new platform for sharing data appeared first on CnEVPost.

For more articles, please visit CnEVPost.

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