2021 has ended, the Internet car has also decided the winner, Xiaopeng counterattacked, and Weilai lost the position of the boss, and the ideal is in the back to catch up, weilai, which was the boss of the Internet car, lost its leading edge This is a major event in the new energy vehicle market this year.
According to the data given by the analysis agency, the three major Internet car manufacturers have achieved double growth, but Xiaopeng's growth rate is the fastest and ideal, and Weilai is at the bottom, their growth rate is 260%, 177%, 109%, and the growth rate is not as good as the other two companies is the reason for the failure of Weilai.
In 2021, Xiaopeng, Weilai, and Ideal delivered 98,000 vehicles, 91,400 vehicles, and 90,500 vehicles respectively, Xiaopeng has a larger lead over Weilai, and ideals are only more than 800 vehicles less than Weilai, it is worth noting that among the three companies, Ideal currently has only one model on sale, which means that Ideal has stronger growth potential in the future.
In 2020, Xiaopeng, Weilai and The ideal delivery volume is 27,000 vehicles, 44,000 vehicles and 33,000 vehicles respectively, and the delivery volume of Xiaopeng in 2020 is far less than that of Weilai, and it is also lagging behind the ideal, compared with this year's Xiaopeng can be described as a counterattack, surpassing the other two companies in one fell swoop.
The changes in the rankings of the three companies are due to differences in their respective business strategies. Weilai is positioned in the high-end market, from the beginning it has an advantage, the industry even compared it with BBA, high-end brand image thus established, which is why it can rank first among the three major Internet cars.
However, the global new energy vehicle leader Tesla at the end of 2019 strongly into the Chinese market, relying on the Shanghai factory to reduce the cost of automobile manufacturing, has the Model3 and Model Y two models to reduce the price to less than 300,000 yuan, in addition to the domestic new energy automobile company BYD is also a strong rush, the two under the pinch led to the lack of technical advantages of Weilai to bear the heavy pressure, in the face of heavy pressure Weilai disdain to reduce prices, but try to attract users from the service, for consumers is obviously more priority in vehicle quality, Weilai is naturally invincible.
In the face of the impact of Tesla and BYD, Xiaopeng continued to impact the price of more than 200,000 yuan with P7, while choosing to put down his body, focusing on the price of about 150,000, and the P5 and G3i launched were positioned at this price point, striving for this price segment that has not yet been valued by all parties, and achieved rapid sales growth.
Ideal is to play a differentiated range, due to the impact of mileage anxiety, there are quite a large number of domestic consumers choose oil-electric hybrid technology, BYD's new energy vehicle sales are half from the gasoline-electric hybrid, Huawei and Xiaokang cooperation models choose range extender, all show that domestic consumers and car companies are quite optimistic about oil-electric hybrid technology, ideal seized this opportunity and stood out.
With the change in the status of the three major Internet car manufacturers, the three companies now have to test their operating capabilities, due to the global capital market cold, these three companies are still in a state of loss. According to the results released in the third quarter of 2020, although Xiaopeng won the first place, its revenue, gross profit and net profit were at the bottom, and although Weilai had the first revenue, slightly higher gross profit and larger net profit loss.
The industry is the most optimistic about the ideal, 2020 Q2 only lost more than 20 million yuan, compared to the other two companies with losses of hundreds of millions of undoubtedly too much, in the three major Internet car companies among the smallest losses, cash flow management capabilities are the strongest, once faced with the new energy vehicle market unfavorable situation, the ideal survival probability is the highest.