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2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

Nezha car, the name alone is impressive. Why is it called "Nezha"? Nezha Automobile affiliated company Hezhong New Energy has specifically explained that Nezha is one of the big IPs of traditional Chinese culture, and he is the embodiment of bravery and responsibility. United New Energy expects to be full of new strength like Nezha, use imagination and innovative spirit to break the convention, and bring new experiences to the industry and users. Of course, the name is just a symbol, mainly depends on how the brand is operated, Uncle Che first on the delivery data.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

(Official data of Nezha Automobile's delivery volume from January to November)

The praise should still be praised, and Nezha Automobile can be said to be very successful this year. In November, Nezha Automobile delivered 10,013 vehicles, breaking through 10,000 vehicles for the first time, ranking fourth in the new car-making forces. Nezha Automobile delivered a total of 59,547 vehicles from January to November this year, an increase of nearly four times over the same period last year, and the cumulative delivery volume of the brand since its inception reached 85,850 vehicles. You know, the outside world's expectations for Nezha are not as high as "Wei Xiaoli", and Nezha's performance has exceeded expectations!

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

Regarding sales, Zhou Jiang, chief marketing officer of Nezha Automobile, recently said lightly: "Monthly sales of more than 10,000 vehicles only mean that we survived." I have to say that Nezha Automobile's style of acting in the industry is low-key and calm, and executives rarely explode "golden sentences" and say harsh words on social platforms.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

According to Nezha Automobile's own words, Nezha Automobile will never be a "toy for the rich", and only build a car that "the people with a population of more than 1 billion can really afford". At present, Nezha Automobile has three models of Nezha V, Nezha V Pro, and Nezha U Pro for sale, with Nezha U Pro priced at 99,800 yuan after subsidy, 60,900 yuan after Nezha V subsidy, and 76,900 yuan after Nezha V Pro subsidy. That is to say, Nezha focuses on the low-end market and relies on cost performance.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

Among them, Nezha V has accounted for more than 60% of sales in recent months, while Nezha U Pro and Nezha V Pro are still in the delivery climbing period, but the momentum is very good. In terms of specific products, Nezha Automobile has also shown enough sincerity and good strength. First of all, Nezha Automobile has a full-stack self-developed intelligent safety car platform, attaches more importance to the quality of the "three electricity" system, adheres to the use of high-specific energy 811 batteries in the Ningde era, this alone is stronger than WM and other second- and third-rate brands, I don't know how much, the endurance can also be dried to five or six hundred kilometers, and some of the scientific and technological configurations such as 360-degree panoramic imaging, remote control, L2 level automatic driving are also relatively complete, and they are competitive in the same level of models.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

In addition, Nezha Automobile also attaches more importance to service (user ecological management), known as "100,000 cars to 300,000 services", the service is more refined, in contrast to the second camp of zero running, in this regard is a bit rough. Another point is that Nezha Automobile has not been stalled with serious negative events, of course, the product also has some small problems, which does not hinder the overall situation.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

Nezha is not very bad money. As of the D1 round of financing, the cumulative financing of Nezha Automobile has exceeded 10 billion yuan. The capital side includes Ningde Times, 360, in October this year, 360 with its own funds of 2.9 billion yuan invested in Hezhong New Energy, known as its second largest shareholder, this is not only the capital layout, according to the official announcement, the two are "cooperative car manufacturing", 360 has a great say in the company operation of United New Energy. Not only that, according to relevant news, Nezha Automobile has recently found another big financier, raising up to $1 billion, and plans to list in Hong Kong stocks in May next year.

2021 new energy vehicle market analysis: sit firmly in the second echelon, Nezha really wants to make trouble in the sea?

On December 30, some financial media found that Nezha Automobile's affiliated company Hezhong New Energy underwent industrial and commercial changes, and the company's registered capital increased from 1.76 billion yuan to 2.265 billion yuan, which also shows that Nezha Automobile is still quite loose at hand.

Uncle Che concluded

Nezha car itself has a low starting point, the sense of existence is relatively weak, many people thought it "can't survive", but it used its own efforts to accept the market test with the correct strategy and execution. Nezha car also has obvious weaknesses, the characteristics are not clear enough, the product is not hard enough, in the future car-making forces in a round of shuffling, do not know what kind of performance will be. The future variables are very large, Uncle Che will not predict this time, everyone is interested in leaving a message in the comment area.

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