2021 has just ended, and the major new forces have been eager to announce the delivery volume for the whole year. This is also very normal, 2021 is generally considered to be a turning point in the development of new energy, and the major new forces have also made the limelight.
The most beautiful nature is still The three Wei Xiaoli, which not only realized the listing of US stocks and Hong Kong stocks, but also increased sales; the Nezha and zero running below are also very fierce, holding a high cost-effective banner to harvest the market; and then a number of new forces have been born, the most typical of which are Lantu and Extreme Krypton, which are car companies with large factory backgrounds.
How are the new powers performing? What is the gold behind their achievements? Let the kung fu car take everyone to see it together.
(1) Wei Xiaoli fell off, and Xiaopeng counterattacked to become the boss?
In the past, in the three homes of Wei Xiaoli, Xiaopeng Automobile was often the most inconspicuous one, not only because it was the last market, but also the topic and market heat were not as good as those two. Even after the founder's name, it is often ridiculed by consumers as "soil", and even He Xiaopeng himself personally came out to "refute rumors" and resolutely did not change his name.
But in terms of selling cars, Xiaopeng is not ambiguous. Its cumulative delivery volume in the fourth quarter of this year reached 41,751 units, accounting for nearly half of the annual sales, which is the strong performance of the last three months, allowing it to successfully surpass Weilai and ideals, and counterattack to become the boss of the new force.
Xiaopeng's first contribution to the hot sale is naturally the P7, this medium-sized luxury car has delivered a total of 60,569 units throughout the year, which is definitely a real hot model. Its self-driving technology is well received, especially considering that its opponents are Tesla Model 3 and BYD Han, which is definitely sufficient.
The G3, which was revamped in the middle of the year, was also revitalized, and the P5, which was launched at the end of the year, was even more popular, with 5,030 units delivered in December. Next year, Xiaopeng also has a flagship SUV G9 listed, and it is expected that its position at the top of the new force is still relatively stable.
Although the total delivery volume was "unfortunately defeated" to Xiaopeng, WEILAI has successfully achieved seven consecutive quarters of positive growth. Considering that its average selling price is as high as 430,000, as a domestic brand, the gold content of this achievement can be imagined. It can also be seen from the market value that the top position of Weilai's new forces is still relatively stable.
Throughout 2021, NIO is working hard to add bricks and tiles to its luxury empire, such as building 15 NIO Houses and 72 service centers, its replacement power stations have reached 778 seats, and even NIO Life has released 594 new products, which has greatly enriched the lives of riders. NIO's ES8, ES6 and EC6 models have provided six FOTA upgrades throughout the year, which is also industry-leading.
This is a new force that is obsessed with "infrastructure", which also makes its competitiveness in the luxury field unparalleled, because it can indeed bring a good car experience to car owners. In particular, next year' ET7 and ET5 will begin large-scale deliveries, and the momentum of Weilai is also unstoppable.
The ideal car, which is often criticized by netizens as "dangerous", also delivered more than 90,000 vehicles in 2021. The ideal way is also simple, just the ideal ONE a car, a power configuration, easy to achieve a trick fresh to eat all over the sky. From a technical point of view, the ideal ONE is not too special, and its extended-range electric solution is not as efficient as BYD DM-i.
But from the perspective of demand, it is really solving the pain points of many urban home users. 300,000 levels, both co-oil and electricity, but also to the whole family to travel without mileage anxiety, but also a luxurious experience, the ideal ONE is really the most suitable.
Overall, Wei Xiaoli still firmly occupies the first echelon of the new forces. In 2021, not only did they not go out of business, but they became more and more courageous.
(2) Nezha, zero running counterattack, WeiMa is really miserable
In the competition of the second echelon, Nezha and Zero Run stood out. Although it has not been able to sell more than 10,000 a month like Wei Xiaoli from time to time, the delivery of nearly 70,000 throughout the year is also very amazing.
Of course, these two families also have their own problems. The biggest problem with Nezha is undoubtedly that it is still relatively dependent on the B-end market, and many sales are contributed by shared travel and online ride-hailing companies. After all, backed by the local governments of three small and medium-sized cities, it has a unique advantage in this regard. However, historical experience shows that car companies that rely too much on the B-end market are often not far away. Fortunately, Nezha has also recently been actively transforming into the C-end consumer market, and has achieved good results.
The biggest problem with zero running is undoubtedly that it sells too "cheaply". The previous T03 is not to say, the C11 that began to be delivered at the end of the year directly played the slogan of half-price Tesla, the price is only half of the Model Y, and it should be known that the Model Y itself is not expensive. Therefore, many people are worried about how long its "no martial arts" style of play can last.
But no matter what, no matter what kind of way, the car can be sold, and it is a good thing to form a positive cycle. As for how long they can last, this is not what we ordinary users should care about, they can provide cost-effective products, which is enough.
As a new front-line force, Weima's 2021 is obviously not doing well. Not only are sales far away from Wei Xiaoli, but they are also getting farther and farther away from Nezha. WM's total financing has reached a new high, but the listing is still far away, which has hurt countless investors.
Weima, which is supposedly born from traditional car companies, should be a very "solid" one among the new car-making forces, but the reality is indeed not optimistic. Especially recently, there have been three spontaneous combustions in 4 days in WM, it seems that every year to engage in such a wave, contracting too many new energy vehicles to catch fire, it is really difficult to stand.
Perhaps only by really doing quality control can Weima have a chance to return to the front line.
(3) The extreme krypton breakthrough is imminent, and the first camp has beckoned
For the new forces that deliver less than 10,000 vehicles, the window of opportunity left for them has become smaller and smaller. But there are exceptions, that is, Extreme Krypton Automobile, whose Extreme Kr 001 has only been listed for two full months and has already broken into this list. And the delivery volume in December has reached 3796 units, as a model of 300,000 + units, this achievement is still quite amazing.
Extreme Kr 001 is a model based on the Geely SEA haohan architecture, its biggest feature is that the intelligence is high enough, and the use of exclusive high-performance pure electric chassis, positioning is a medium and large cross-border coupe.
Thanks to the stylish crossover coupe styling, the wind resistance coefficient of the new car is only 0.23Cd. With a high-performance dual motor with a maximum power of 400 kW, the new car only takes 3.8 seconds to complete 0-100km/h acceleration, and can achieve 100km-0 braking within 34.5m, which is absolutely static. The new car also uses a 4.35 V monocrystalline high-voltage NI55+ battery cell, which makes its battery pack energy density reach 175Wh/kg, which can achieve a long endurance of 712km.
At the same time, it is also equipped with a fully automatic air suspension that is rare in the same class, which can achieve adjustable height of five gears, and the ground clearance of the new car can be switched between 117-200mm, with a 15.7° approach angle and a 21.5° departure angle, so that it can adapt to a variety of different road conditions. With the speed and handling of top-notch sports cars and the passability comparable to high-end luxury cars, it really takes the advantages of pure electric architecture to the extreme.
Krypton has been developing an exclusive vehicle for the Waymo One driverless fleet, built on the SEA-M architecture and developed by Krypton's European Design Center. This shows that Extreme Kr has opened up the connection with Waymo, and has been recognized by international technology companies, and will be equipped with stronger intelligent driving technology in the future.
In addition to Extreme Krypton, Lantu and Polar Fox are also actively guaranteeing delivery. Also backed by traditional factories, they also need to come up with more and more eye-catching results.
(4) Kung Fu shooting
For the new forces, 2021 is undoubtedly a harvest year. But as Wei Xiaoli has become stronger, in fact, the opportunities left for new entrants have become less and less.
Nezha and Zero Run can run a lot, as long as they persist, there is still a chance to break through, and Weima needs to get rid of the crisis of trust hovering over his body as soon as possible. Extreme Kr is the most likely to enter the first echelon of car companies, indeed its technical reserves and operating capabilities are relatively top-notch, but it still depends on its performance in 2022, whether it can maintain the current good reputation.
Maybe the next year will be a year of "battle royale", next year's list, which ones will it be?