No one reached 100,000 vehicles, but no one minded.
In 2020, The highest sales volume of Weilai has just exceeded 30,000 vehicles, and the new forces in the waist are even trying to cross the threshold of 10,000 vehicles. In 2021, they are almost all trying to draw a positive growth curve and create a high-speed growth rate.
Almost every new car manufacturer has posted a positive growth delivery data similar to weilai automobile's 2021 delivery volume
In 2021, no one is questioning Wei Xiaoli whether they can produce energy, can they be delivered, and are there any money? The market began to expect their new products, and more and more new energy segments were also being covered by more segments. The delivery report card of new car manufacturers in 2021 has also initially formed the pattern of new car manufacturers.
"Wei Xiaoli" grew into a real new head force
At the beginning of January, "Wei Xiaoli" successively announced the delivery volume in 2021, which was 91,429 vehicles, 98,155 vehicles, and 90,491 vehicles, respectively.
From the perspective of the growth rate of delivery, Xiaopeng Automobile increased by more than 2.6 times, with an ideal year-on-year increase of 177.4%, and Weilai increased by 109.1% year-on-year.
In 2021, Wei Xiaoli finally failed to "mention" 100,000 vehicles, and the lack of core is of course an important reason.
In addition, Weilai transformed the production line to prepare for the delivery of ET7, affecting part of the delivery, Xiaopeng in addition to finding the core, but also once struggled to find a battery. In contrast, the ideal of only one model seems to have been the calmest, and it has maintained the highest gross profit margin and lived a life that He Xiaopeng envied.
In fact, in the past year, Weilai, Xiaopeng have successively appeared assisted driving accidents, the ideal ONE revamp price increase in the early stage of the question, in the technical development and product iteration of the road, Wei Xiaoli is still groping all the way to explore the way.
Although Wei Xiaoli has successively crossed the threshold of cumulative delivery of 100,000 vehicles in the past year, with the completion of the first phase of scale, it still cannot escape word of mouth.
On October 28, 2021, the 100,000th ideal car rolled off the production line
In the midst of the controversy, Xiaopeng and Ideal have completed the double listing in Hong Kong, Weilai announced the new Volkswagen brand plan, Xiaopeng completed a brand renewal, and Ideal emphasized continuing to have a solid product strategy one by one.
In fact, it does not matter whether "Wei Xiaoli" has become "Xiao Weili", it represents that the first echelon pattern of the new car manufacturing force has completed the first large-scale turnaround, and all three are also preparing for greater production capacity.
The second production base of Nio Hefei Xinqiao has begun construction, with an overall planned production capacity of 1 million vehicles, and the production capacity of the original JAC Weilai Hefei manufacturing base has also increased to 240,000 vehicles.
On the one hand, Ideal plans to expand the production capacity of the original Changzhou plant to 200,000 vehicles, on the other hand, the Beijing Hyundai plant it has taken over has officially started construction, and plans to achieve a production capacity of 100,000 vehicles.
Xiaopeng has successively put into operation the Zhaoqing and Guangzhou plants, and plans to build a third factory in Wuhan, with an annual production capacity of 300,000 vehicles.
After 100,000 units, the scale effect will increase, and production capacity is the prerequisite. The core competencies are technology and user service.
From the release of flying cars to the announcement of its foray into Robotaxi, Xiaopeng's future seems to be a fantasy, but it is actually strengthening its own technology company attributes.
Niolai and Ideal pay more attention to user experience at the technical level.
Weilai released a 150-degree battery pack plan, which means that the endurance of an electric vehicle can reach 1000 kilometers, and the research and development of the ideal 4C charging rate battery is also in progress, and the ideal choice is to increase the charging speed to solve the endurance pain points of electric vehicles.
2021 is a year of rapid development of Wei Xiaoli, and therefore the ideal has the confidence to call the public, Weilai has the goal of BBA, and Xiaopeng has also begun to take a step up the product line.
With the progress of Wei Xiaoli in battery technology, they began to gradually support new lithium battery companies, and the scale effect of new car manufacturers also had a new shock to the supply chain pattern.
This also means that While consolidating their core technical capabilities, Wei Xiaoli has also begun to have more discourse power.
In 2021, Wei Xiaoli finally got rid of doubts at the annual sales mark of nearly 100,000 vehicles, and more new car brands that claimed to be new forces in traditional car companies and were born out of traditional car companies also began to take them as a benchmark.
The new forces at the waist are still challenging
In the past year, Byton eliminated, Aichi, which has not been able to open the market situation, has encountered executive turmoil, and the new forces in the waist have formed a new pattern represented by Nezha, Weima and Zero Run, with annual sales of 50,000 vehicles.
Last year, Nezha Automobile, which received 360 strategic investment, was second only to Wei Xiaoli in sales, reaching 69,674 units, the largest year-on-year increase of 361.7%.
360 led the Nezha Automobile Series D financing
It was followed by WM and Zero Run, with similar sales of 44,157 units and 43,121 units, respectively.
Although in terms of single-month sales, Nezha once exceeded the ideal, this does not mean that the pattern of new car-making forces has changed.
Different product positioning is an important aspect.
In the sales of nearly 70,000 Nezha cars, the pillar model is still priced at 60,000-120,000 Nezha V, the zero-run car T03 sales account for 90%, and WM relies on the earliest model EX5.
Compared with Wei Xiaoli's mid-to-high-end route, the new forces at the waist have not yet broken the ceiling of 200,000, although Nezha, Weima, and Zero Run have all been laid out in the mid-level car market, and the strength of these new products must be reflected in the market performance in 2022.
At the same time, in the past year, the new forces in the waist are still struggling to advance on the road to listing.
In 2021, the new forces in the waist have also been rumored to sprint to the science and technology innovation board, but until this year has passed, the first stock of the science and technology innovation board car has not been born. The review of auto stocks on the Star Market focuses on profitability and technological innovation capabilities, especially scientific and technological attributes.
It is rumored that Weima, Nezha and Zero Run will turn to Hong Kong stocks, and the listing of this road is still an important target of the new forces in the waist in the new year.
In fact, behind the second echelon of Nezha, Weima and Zero Run to stabilize the new car, it is actually a round of life and death elimination of the new forces in the waist in 2021.
The few that survived are also the first brands to embark on the road of car building. In the matter of car building, starting early will still win more market space. Of course, this does not mean an absolute opportunity. For Nezha, Weima and Zero Run, the pattern of the three may only be temporarily stable, and the threat of their challenge is still very large.
In addition to the new car brands that have begun to take shape, there are also Gaohe that is climbing the slope, as well as new brands hatched by traditional car companies such as Jihu, Lantu, and Ji Kr, including Jidu, Xiaomi, Salon, Avita, etc. In the car-making boom that follows, the game of breaking through the barrier continues.