Introduction | A dark war
August, the new forces had a deep change.
The “小 理” of the first camp, has become “reason why it is” since the July “in July, and it has become” 理 小 “in August. It is only ahead of zero to the second camp, and it seems that there is no sales volume in the past. 
Ideally broke through 9000 mark
On September 1, Ideally announced early in August, which is the earliest of the car.
Probably because it sets the highest record since its establishment: 9433. This score has increased by 248% year-on-year, an increase of 10% from July. This result is the top of the new forces.
General cause:
First, ideal has 283 retail centers and exhibition halls throughout the country, 194 after-sales rear. According to the delivery amount in August, average a store can sell 33.3 trolley / month. The number of stores, single-store sales capabilities are the highest in new forces. In August, there was an increase in 5 retail centers to reach 114, covering 69 cities.
Second, the chip used by Ideal One is not high, and the impact of the shortage of chip is not too large.
Third, the ideal one of the 2021 launched in May, improved the previous short board in suspension and auxiliary driving, and the product power has improved.
Under its public account, a reader message: “The ratio of burning oil is compared with the oil, what is the meaning.”
Ideal car Xiaobian Answer: “No problem, compare the medium-sized gasoline bikes, whether it is a luxury brand of products or budget products, ideal one is higher than the friend.”
This answer Data support, tone is not humble. 
Another reader message: “Ideal One This increase in the extension mode will eventually be eliminated, the ideal is ultimately transformed into pure electric vehicle enterprises, my prophecy, fiveImplementation within the year. “
Xiaobian answers this:” Help you on TV. “
The fuzzy semantics with a tone, delusional.
Two, it is a 5000-zone
[123
It is also announced on September 1 to post the payment: 5,880 units, a 26% fell in July, an increase of 48% in August last year. 8 months before this year. The accumulation is 55,767, still leading the ideal nearly 7,600.
Official explanation of the fell in the previous quarter, the influence of the epidemic situation in Nanjing, Malaysia, leads to the limited supply of the individual parts, especially ES6 The EC6 production is seriously limited, affecting the delivery of August. Specific reasons: August 16th to 18th, a semiconductor is located in a department of the Malaysia Machi plant isolates due to the epidemic. Malaysia accounts for 13% of the global semiconductor seal test industry, and the local government requires factory production line to maintain 10-20 percentage results, and once infected will close the factory.
Bosch (China) Investment Co., Ltd. Xu Daquan, who said in a circle of friends: It is more than 3,000 employees in the semiconductor MUAR plant, and the epidemic is infected, more than 20 people die. Bosch ESP / IPB, VCU, TCU and other chips will be directly affected. 
[ 123] And Bosch’s above products are supplied to most mainstream car companies in China, including 蔚 来.
Another reason is that Nanjing also appeared in Nanjing, 蔚 来ES6, EC6 a-pillar, a single vendor B pillar trim panel Nanjing Quanxing, located in Nanjing high-risk area, was once shut down during the epidemic, while the trim parts for the JIT, inventory is very limited, so in late August The production capacity of the two models above has been greatly affected.
The third reason may be on July 30th EC6 accident, on August 12th Fujian accident. Two accidents, owners Unfortunately died, the current cause is still in the investigation. This is to a certain extent, which may affect the car purchase plan.
Mairin, a senior director of the company, said: “If the problem of supply chain is not further deteriorating, we believe that the delivery of September can rendeter the monthly delivery record.”
Three Xiaopeng connected to the production capacity
Xiaopeng car delivered 7,214 sets in August, of which P7 delivered 6,165 units, accounting for 85% of the number of delivery. In August, the delivery is 2.7 times in the same period last year, and 45,992 vehicles were delivered in the first 8 months, a year-on-year increase of 334 percentage. 
Xiaopeng’s news This description: “In August, despite the problem of chip shortage, some epidemics, we still have an exciting answer.”
in response to Market demand, Xiaopeng Zhaoqing factory began to arrange two production shifts every day in August, and the second phase expansion project has been launched. The production capacity of Zhaoqing plant will mention 200,000 / year in the first half of next year. Guangzhou factory puts mass production in the third quarter of next year.
In August, Xiaopeng also completed the production and switching of G3 to G3i, and the new car will enter the scale delivery in September. Xiaopeng P5 will be officially listed on September 15 and publish prices in October.
He Xiaopeng predicted in the second quarter performance meeting: Xiaopeng is expected to break 15,000 per peaks in the fourth quarter.
Which is delivered 6613 in August, an increase of 449% year-on-year, More than the propanage sales. Therefore, it describes this in the official communication: unstoppable, which is the first camp of the new forces of the car.
It has delivered 33,728 units in 2021 years ago, a year-on-year increase of 367 percentage. Self-docked, it has accumulated 60,000 units.
Zero runs 4488 in August, a year-on-year increase of 720%.
T03 is listed in Chengdu Auto Show 
Microsose
version, the luxury PRO version two new models, the latter maximum power is 80kW, the battery is 403km, the price is 76,800, and the product is further enhanced.
In addition, the gains of C11 still look around, and accumulate a large number of orders for zero.
How much is the cumulative sales of zero running for 1 – August? Many media people directly quoted 30,636 on the August pillar, which is actually wrong.
Because this is the accumulated amount of all months since its own production, not a cumulative amount of this year and August. For example, there are 10,213 of the column map in January this year, this is impossible to be sales in January, but includes 8699 in December 2020. I hope that with the increase in delivery, the zero run energy only calculates the accumulated amount of the year.
The announcement of sales in August, showing the status quo and characteristics of all new forces.
The same point is that there are two companies that have nothing to use with “unstoppable” words, which are Xiaopeng and which. With new high meaning, there is ideal and Xiaopeng.
The difference is that the tables of each family are finally different. 
Ideal uses last year with this year’s monthly sales volume, highlighting this year’s gains. It is aware of the total amount of sales with the current month to ensure that it is growing. Xiaopeng uses a horizontal map to show the growth. Which text is used to add a video to show sales. Running uses the historical accumulation since its delivery, but it is the only new forces for the order.
From the number of stores, the most ideal, the most expensive sales volume is also ideal; “The channel is Wang” is still established in the new forces, but this channel is not Former channels. The variable is still a lot, and it is not enough to conclusion. Because at least many previous forecasts have deviation. The new force of the wave is beyond our imagination.
In fact, the maximum variable is Tesla. Let us wait for its August.