New Year's Day, when most people are happily on vacation, a number of new forces are still actively preparing for the war, announcing their sales at the beginning of the month as scheduled, highlighting their good development trend.
According to the statistics from the public data of various car companies, the overall performance of the new forces in December is still outstanding, and there are 4 car companies with monthly sales of more than 10,000, namely Xiaopeng, Ideal, Weilai and Nezha. In fifth to eighth place are Zero Run, Extreme Krypton, Skyworth and Lantu. In general, the head team pattern is relatively stable, and a number of back waves also have the meaning of latecomers, and the new power brand is showing a diversified development trend.
There is no absolute winner for the head team
If you analyze it purely from the data side, Xiaopeng Automobile is undoubtedly the best performer. In the first half of the year, when he was elected the monthly sales crown by Ideal and Weilai in turn, Xiaopeng achieved growth against the trend after catching up in the past three months, won the monthly sales crown throne, and finally won the annual new force sales crown.
But from the perspective of profit, the ideal is the best performer. According to the third quarter financial reports of the three car companies, the net losses of Xiaopeng and WEIlai were 1.595 billion yuan and 835 million yuan respectively, while the ideal net loss was only 0.22 billion yuan. Revenue and sales have gone up, but Xiaopeng and Weilai still have not been able to reverse the loss situation, perhaps this is one of the reasons why Xiaopeng Automobile CEO He Xiaopeng once mentioned in the interview program: "Li wants to be the most comfortable in 2021".
However, ideal close to the ideal ONE car sales to more than 10,000, this is a good thing or a bad thing? On the bright side, it proves that the competitiveness of the ideal ONE is still very bullish, and the sales of one car almost reach the sales of other 3 cars. On the bad side, the future development prospects of the range extender route are still ambiguous, and whether such market performance can be maintained after the launch of pure electric products is still a question.
So, Weilai is the worst performer of the three? Not necessarily. The average selling price of Xiaopeng's bicycles is 210,000 yuan, and the average selling price of Weilai's bicycles exceeds 430,000 yuan, which is higher than the average selling price of Audi and BMW. It's like a luxury brand and an ordinary joint venture brand to compare sales, the dimension is too single.
Therefore, there is no absolute winner among the three, the stock price is also extremely close, the financing ability is relatively strong, and it is predicted that the future sales of the three will rise alternately, forming a relatively balanced development trend.
Latecomers are stable and the pattern is diversified
Looking at the new forces in addition to the head team, Nezha sold 10,127 vehicles in December, and 7,807 zero-run cars, and the gap with the head team is narrowing. Their soaring market performance will put some pressure on the head team to a certain extent, and also make WM Motors, which "get up early in the morning and catch a late set", feel ashamed.
Of course, the high sales of the two brands are inseparable from the current popular environment of micro/small electric vehicles. Taking Nezha Automobile as an example, Nezha V car series delivered 5280 vehicles in December, and Nezha U Pro delivered 4847 vehicles, entering the game with low-end models and then transforming into medium- and high-end models, which is exactly the opposite of Weilai and so on.
Zero-run cars are no exception, the first to the T03 micro-electric vehicle into the market, after achieving a certain sales and achievements, the trend to launch a higher level of zero-run C11. It is understood that since the end of September to the end of November, the cumulative order of zero-run C11 has reached more than 18,000 vehicles, in addition to endurance, performance, intelligence and other aspects, its biggest advantage comes from the zero-run self-developed "Lingxin 01". This positive spirit is worthy of affirmation in the environment of "lack of core".
The two brands of Lantu and Extreme Krypton are not strictly speaking new forces in the true sense, and they are backed by traditional independent automobile groups, and there is still a certain difference between them and the new forces. Although it has not been established for a long time, there is also a certain gap between marketing and "Wei Xiaoli". However, Lantu and Extreme Kr, which are backed by the autonomous automobile group, also have their own unique advantages in terms of production and manufacturing process and quality control, and sales will naturally increase to a stable stage.
Different from the previous "Wei Xiaoli" head team thriving pattern, today's new force team has gradually entered a diversified state of development, forming a collection and product matrix of high, medium and low three grade brands, which is developing in a healthy and sustainable direction and becoming a strong driving force for the growth of the automobile market.