Recently, Li Bin, the founder of Weilai Automobile, openly ridiculed fuel vehicles, saying: I can't understand at all, why do you still buy fuel vehicles now? What's so good about it besides being able to smell a little gasoline? Listen? In addition, a new goal is also proposed, to turn the BBA into an NBA, the so-called BBA refers to the Mercedes-Benz BMW Audi, of course, you can also understand it as BMW Mercedes-Benz Audi, that is to say, "the double B has to be pulled down", how long do you feel that it can be achieved?
After Li Bin, the founder of Weilai, said this, it attracted widespread attention. Since you want to challenge BMW and Mercedes, let's compare. Data show: from 2018 to November 2021, THE CUMULATIVE SALES OF WEILAI IN CHINA WAS 155906, of which 11404 in 2018, 20749 in 2019, 43369 in 2020, and 80384 in 2021.
The data shows that in the first three quarters of 2021, THE GLOBAL DELIVERY OF WEILAI WAS 142036, the global delivery of Mercedes-Benz plug-in electric vehicles was 183152, and the delivery of BMW plug-in electric vehicles was 231576, with a large gap. But that doesn't mean the future is insurmountable. Li Bin has said that in the next 10-20 years, the competition between the two camps of new energy vehicles and traditional fuel vehicles will become the mainstream, and by 2030, the penetration rate of smart electric vehicles in China will exceed 90% in new car sales. With Weilai entering the high-end market and forming an alternative to high-end mainstream luxury fuel vehicles, we should be able to turn the BBA pattern into the NBA in the future, and it seems that Li Bin's goal is ambitious.
I very much agree that the future is the world of new energy, it is good to have a goal, and it sounds very inspiring to turn the BBA into an NBA, but there is a point, is this goal a little big for the current Weilai? As we all know, BMW and Mercedes-Benz are the world's highest-selling luxury brands, equivalent to the world's richest man in the automotive industry. In order to take down the world's richest man, Weilai must first become the richest man in the village, then the richest man in the town, then the richest man in the county, the richest man in the city, the richest man in the province, the richest man in East China, the richest man in China, the richest man in Asia, and finally the richest man in the world.
And the richest people at all stages are competing, because it is not only Weilai who builds high-end electric vehicles. Taking Tesla as an example, from 2018 to November 2021, Tesla's sales in China were 458,790 vehicles, that is to say, Tesla's sales in China were 2.94 times that of Weilai, and Tesla's global delivery volume in the first three quarters of 2021 was 627,350 units, high-end electric vehicles can not only Be Tesla, if you want to become the world's richest man in the automotive industry, you must sell cars to various countries around the world.
Luxury car brands, whether electric, hybrid, or internal combustion engine, not only to fight for product strength, but also to fight for brands, global channels, cultural heritage, etc., and Mercedes-Benz and BMW have not yet officially made force, not to say anything else, just say that the Chinese market is good, how many green BRANDS BMW and Mercedes-Benz are there on the streets of China? Most of them are blue cards, so in the absence of formal force, BMW and Mercedes-Benz global year-on-year growth is basically three digits, Weilai wants to pull BMW Mercedes-Benz down, its growth rate must be greater than BMW and Mercedes-Benz, so if you want to turn the BBA into the NBA is not easy, the goal is ambitious or good, mouth wild words or not, Weilai must be a good refueling, how long do you feel that it can be achieved?