Source of this article: Times Finance Author: Liao Wei
On the first day of 2022, many car companies such as Weilai, Xiaopeng Automobile, Ideal Automobile, GAC E-An, Geely Krypton and many other car companies rushed to release last month's and last year's annual report cards.
According to Times Finance, among the 9 mainstream new energy vehicle brands that have released data, 5 brands delivered more than 10,000 vehicles last month, of which GAC Aean sold 16,675 vehicles in December, slightly outperforming Xiaopeng Automobile (16,000 vehicles).
From the overall performance of last year, in the camp of new car-making forces, Xiaopeng Automobile won the championship with a cumulative delivery of 98,155 vehicles throughout the year, followed by Weilai and Ideal Automobile, with an annual delivery of more than 90,000 vehicles and a total delivery of nearly 300,000 vehicles, and the market volume should not be underestimated.
"In fact, their orders in 2021 are more than 100,000 units, but it is mainly due to production capacity and parts supply problems." For the performance of "Wei Xiaoli", some industry analysts told Times Finance, "If according to the current industry situation, the development prospects of new forces are very bright, although they have not yet achieved profitability, but they are not far from the stage of profit or breakeven."
"Xiao Wei Li" is only one step away from the annual sales of 100,000
Following November 2021, Xiaopeng Automobile once again topped the delivery championship of the new domestic car manufacturing force.
According to the data, Xiaopeng Automobile delivered 16,000 vehicles in December last year, and delivered 98,155 vehicles last year, a step away from "100,000 +", a year-on-year growth rate of 263%. In this regard, some Xiaopeng Automobile insiders sighed, "Although it is a little regrettable to reach 100,000, this is already the closest achievement to this ceiling, and it will be broken immediately." In 2022, only more pragmatic and hard work."
Specifically, the Xiaopeng P7 delivered 60,569 units throughout the year, accounting for 62% of the total delivery volume of the year, while the Xiaopeng P5 continued to climb in scale after the official delivery in October, with an innovation of 5,030 deliveries in December. According to Times Finance, this is the fourth consecutive month that Xiaopeng Automobile has delivered more than 10,000 yuan, and its three cars mainly focus on the price range of 150,000-300,000.
Different from the multi-product matrix of Xiaopeng Automobile, Ideal Automobile has only one model of Ideal ONE, which starts at 338,000 yuan, delivered 14,087 vehicles in December, and delivered 90,491 vehicles last year, helping Ideal Automobile rank among the top three of the new forces.
"User support, team strength, we continue to work hard." For the achievements achieved in 2021, Ideal Auto CEO Li Xiang posted on the social platform.
In terms of Weilai, official data shows that its delivery volume in December reached 10,489 vehicles, a slight decline from November's results, and the cumulative delivery in 2021 reached 91,429 vehicles, ranking second among the new forces. In this regard, Ma Lin, senior director of communications at NIO, said, "Overcoming the impact of chip shortage and the epidemic, we are very satisfied with the results in 2021. ”
From the perspective of product matrix, WEILAI currently has three models on sale, including ES6, ES8 and EC6, and the price mainly covers the range market of 350,000-600,000. Production of its fourth model, the ET7, is accelerating, while the ET5, unveiled in December, has also opened pre-sales, with locks opened on January 20 and delivery on March 28 next year. As a result, NIO will form a product matrix of "three SUVs + two cars".
At the 2021 NIO Day, Li Bin, founder and chairman of NIO, said, "From the perspective of sales, we are almost equivalent to the amount of Tesla in 2017 today, that is, before the delivery of model 3." Industry insiders also expect that the popular ET5 may help Weilai deliver to a higher level.
It is worth mentioning that when the industry expected that the head of the new force would only be "Wei Xiaoli" three strong, Nezha Automobile was strong in a dark horse posture. Data show that Nezha Automobile delivered 10,127 vehicles in December, last year's cumulative delivery of 69,674 vehicles, a growth rate of 362%, since its inception of the cumulative delivery of 95,977 vehicles, according to the current development momentum, is expected to become the next month after "Wei Xiaoli", the fourth to achieve mass production of 100,000 new forces.
With the monthly delivery of more than 10,000 vehicles by the 4 new forces, this number may also become one of the criteria for industry insiders to measure the development potential of car companies. A senior automotive industry analyst told Times Finance that for the new power car companies that have not broken through the tens of thousands, under the condition that they have not reached the economy of scale effect and their "hematopoietic" ability is weak, they can maintain follow-up production and operation to a certain extent through financing. "After the monthly delivery of more than 10,000 vehicles, and can maintain the annual scale of 100,000 vehicles threshold, then the road ahead will be easier."
Can the post-subsidy era continue to be strong in the new energy vehicle market?
Behind the continuous delivery of new car-making forces, the counterattack of traditional car companies should not be underestimated. Taking GAC Aean as an example, as a new smart electric brand incubated by a traditional car company, Aeon's development momentum is rapid.
According to the data, GAC Aean sold 16,675 units in December, and last year's cumulative sales reached 12.36 units, an increase of 119% year-on-year, reaching the target of 100,000 annual sales, surpassing the aforementioned new car-making forces.
Officials said that the current production capacity of the Aean plant is 100,000 vehicles / year, and the capacity utilization rate has exceeded 140%. In response to market demand, GAC Aeon will complete the expansion of its first plant with a capacity of 200,000 yuan in early 2022 and a capacity of 400,000 by 2023.
In this regard, some insiders told Times Finance that "as long as they can create explosive vehicles, the new energy brands of traditional car companies have stronger scale delivery capabilities with platform-based car manufacturing models, higher production capacity, and stronger supply chain management capabilities."
In the industry's view, just like Eian, with the help of volkswagen MEB pure electric platform, ID. family new cars are intensively listed, and in less than a year, a number of models focusing on different market segments have been rolled out, and rapid scale delivery has been achieved, which has laid the groundwork for its recent sales to continue to rise. According to the data, the Volkswagen ID. family delivered a total of 13,787 vehicles in December, a record, with a total of 70,625 units delivered since March last year.
Due to the short delivery time, brands such as Dongfeng Lantu and Geely Krypton have delivered less than 4,000 vehicles per month, but their growth momentum is also very good. The data shows that the monthly delivery data of Lantu and JiKr increased by 192% and 88.7% respectively.
Behind the continuous improvement of new forces and traditional car companies is the rapid development of the domestic new energy vehicle market. According to data from the Association, the wholesale sales of new energy passenger vehicles reached 429,000 units in November, an increase of 17.9% month-on-month, and the market penetration rate of new energy vehicles reached 17.8%.
It is worth noting that the current domestic new energy automobile industry has developed to a new stage. On December 31, the four ministries and commissions jointly issued the Notice on the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles in 2022, which clarified that from January 1, 2022, the subsidy standard for new energy vehicles will be reduced by 30% compared with 2021.
In this context, there have been many new energy vehicles that have increased in price. Among them, the tesla Model 3 rear-wheel drive version and the Model Y rear wheel drive version are priced by 10,000 yuan and 21,000 yuan respectively. Tesla China confirmed in an interview with Times Finance that the price increase is related to the decline in subsidies for new energy vehicles.
In addition, problems such as tight chip supply and rising prices of raw materials for power batteries still exist. Previously, power battery manufacturers such as Fu Neng Technology and Guoxuan Hi-Tech have made it clear in an interview with Times Finance that due to the continuous price increase of upstream materials, they have been negotiating price increases with car companies.
In other words, does this mean that in 2022, the cost of consumers to buy new energy vehicles will become higher and higher, and will this affect the development of the entire industry?
"In the post-subsidy era, the high-end market has less impact." Some insiders said, "In fact, with the development and growth of new forces and new energy vehicle brands, their voice in the supply chain will become stronger and stronger, and under the scale effect, the cost of bicycles will gradually decrease." ”
"Although there is a situation of 'lack of core and less electricity' in the new energy automobile industry during the year, and now it is facing a situation of subsidy decline, these will not have any impact on the development of the industry." On December 31, Cui Dongshu, secretary general of the Association, told Times Finance. In its view, the original sales of new energy passenger cars in 2022 were expected to be 4.8 million units, and should now be adjusted to more than 5.5 million units, and the penetration rate of new energy passenger cars has reached about 25%. New energy vehicles are expected to exceed 6 million units, and the penetration rate of new energy vehicles is about 22%. With the significant increase in domestic consumers' recognition of the new energy market and the stability of policy subsidies, it is bound to promote the surge in China's total sales of new energy vehicles in 2022 and continue to maintain the leading position of more than 50% of the world's super share.