Xpeng Motors: Not using AVIC lithium batteries/CATL remains a core partner

★ Posted on 03-01,2025

Recently, we have obtained the latest plans of Xpeng Motors from relevant channels, including the gradual use of AVIC lithium batteries. Annual sales will reach 250,000 units in 2022. Xpeng G9 will start small-scale delivery at the end of August. 9 Start large-scale delivery every month. However, Xpeng Motors later responded that market rumors were significantly different from the facts, and CATL and others remained the company's core partners.

Previous research showed that Xpeng Motors stated that due to the price increase in CATL was too large, in order to cope with the rising costs In the future, CATL power batteries will be gradually replaced by batteries from AVIC Lithium Battery due to the pressure brought by it. The iron lithium batteries of Yiwei Lithium Energy will also continue to be used, mainly in low-end models. But then Xpeng officially denied it.

In addition, due to the soaring prices of upstream power batteries, it has led to an overall increase in prices in the new energy vehicle industry in 2022. Due to user resistance to price increases, Xpeng Motors passed two tests in December 2021 and January 2022. Price adjustments were made to gradually allow users to accept the new prices. After January 10, the price of Xpeng Motors was increased by 4,800 yuan per vehicle.

In terms of sales planning for 2022, Xpeng Motors revealed that the full-year sales target is 250,000 vehicles, of whichP7 will account for 40%; P5 will account for 27%; G9, which will be launched this year, will be delivered in small batches at the end of August and on a large scale at the end of September. Due toThe delivery cycle is late, accounting for an expected 14%. The three models totaled 81%, with the G3 at 19%. In addition, the subsequent monthly sales target may be planned to reach 30,000-40,000 vehicles.

Editor: Du Yu

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