At the beginning of 2022, LanTu official micro released a short video, originally thought that this video would follow the convention, blowing on their own products, but after watching the video, they found that the entire video did not mention the car, more is full of deep meaning of the "golden sentence". For example, the video mentions that "the road ahead often has no end in sight, and every footprint is a new starting point", I think this sentence is a better description of the current situation of Lantu Automobile, and also shows the future development concept of Lantu Automobile. Today, we will analyze the current situation of Lantu Automobile and see how Lantu Automobile will go in the future from the speech of Lantu CEO Lu Fang.
For Lantu CEO Lu Fang said that "the road ahead often can not see the end, every footprint is a new starting point", a little understanding can be found, "the road ahead often can not see the end" roughly refers to: the future of the new energy vehicle market who can not say, the development direction, growth rate are uncertain, who may become the first to reach the finish line of the runner. I personally agree with this sentence, after all, the current new energy market is only beginning to take shape, not yet stable; "every footprint is a new starting point" means that every achievement made by Lantu Automobile is a "footprint", and Lantu Automobile will continue to make progress on the existing "footprint". What are the current achievements of Lantu Automobile? As a latecomer, does Lantu Automobile have the strength to compete with Wei Xiaoli?
At present, the competition of new energy vehicles has entered a new track, known as the top three electric Wei Xiaoli in 2021 total delivery and estimated sales are Weilai: delivery of 91429 vehicles, estimated sales of nearly 40 billion; Xiaopeng: delivery of 98155 vehicles, estimated sales of about 20 billion; ideal: delivery of 90491 vehicles, estimated sales of nearly 30 billion. In the increasingly mature market environment, the sales of the three head car companies have approached 100 billion yuan, and the scale is quite large. As a "latecomer", Lantu Automobile actually has a good market performance.
In December 2021, Lantu automobile deliveries were 3330 units, which at first glance is not a significant number. But we should know that this is only the fifth month of Lantu automobile delivery, Wei Xiaoli in the fifth month of the largest delivery is ideal, the delivery volume is only 2622 vehicles, the initial sales of Lantu automobile can be said to be quite outstanding, this is the "footprint" mentioned earlier, for domestic new energy vehicles, this is also of landmark significance. Of course, Lantu Automobile can create a new height, and the positive impact of the market is not excluded, after all, everyone's acceptance of new energy vehicles is getting higher and higher. But Lantu Automobile can achieve such excellent sales and efficiency, if it has nothing to do with products and brands, no one will believe it.
For the new force car companies, another important factor affecting sales is the sales and service network, after all, there is no huge sales service network, it can not support the huge sales, popularly speaking, if there are too few stores, everyone buys cars, repairs do not know where to go. Landu Automobile has opened 43 Landu spaces, 20 delivery service centers in the country, covering 24 cities, at the same time, Landu Automobile is also accelerating the channel layout and service network expansion speed, it is expected that in 2022, Landu space will increase to 105, covering 48 cities, delivery service centers to 40, covering more cities.
Speaking of this, we can well understand that "every footprint is a new starting point", under the existing sales and service network, Lantu Automobile has achieved a monthly delivery of 3000+, and the overall trend of positive growth. With the continuous expansion of the sales service network, I have relatively high expectations for the future sales of Lantu Automobile.
In addition to brand, market-level factors, I think the policy stimulus will also promote the development of new energy vehicles in 2022, according to relevant policies, 2022 new energy vehicle subsidy standards in 2021 will decline by 30% on the basis of 2021, in other words, the future of new energy vehicles may become more and more expensive, compared with the current stage, the same new energy vehicles are either more expensive, or there will be a reduction, after all, car companies will also be limited by costs, which will also stimulate the development of the new energy vehicle market in a short period of time. Therefore, I think the sales volume of Lantu Automobile will be further improved in the future.
As a member of the "national team" in the car-making army, Landu Automobile has natural advantages in industrial layout and product delivery, after all, Dongfeng Motor is also a big business. At the product marketing, sales and service level, Lantu Automobile has also adopted a new model like many new forces, so I still have relatively high expectations for Lantu Automobile, and I also hope that the follow-up Lantu Automobile can bring us surprises.