2022 has quietly arrived, and the time for year-end summary has come.
In the past year, NIO has run fast. With the previous accumulation, The starting point of Weilai has been increasing, in 2022, what kind of height can Weilai's future reach?
Annual domestic sales of 91,000 units doubled year-on-year
In the past 2021, the development of new energy vehicles is in full swing.
Looking at China, the scale of China's new energy market is constantly expanding.
According to the data of the Association, in the first 11 months of 2021, the retail sales of new energy vehicles were 2.514 million units, an increase of 178.3% year-on-year. The domestic retail penetration rate of new energy vehicles in November was 20.8%, compared with 13.9% in the first 11 months, which was significantly higher than the penetration rate of 5.8% in 2020.
Huaxi Securities Research Report predicts that the sales volume of new energy passenger vehicles is expected to exceed 5.5 million in 2022, and firmly recommends the independent rise of vehicles + electric intelligent industry chain.
Huaxi Securities further said that in the process of rapid expansion of the industry, the head of the new power brand represented by Weilai fully uses The Internet thinking and selects the track to achieve a breakthrough. The global new energy automobile industry as a whole presents the dual characteristics of "electric acceleration + intelligent opening", and the trillion-level market is opened.
In 2021, WEILAI handed over a brilliant report card - the cumulative delivery reached 91,429 units, compared with 43,728 units in 2020. NIO's products and business models have been validated in China's highly competitive market.
From the perspective of the global market, in the first 11 months of this year, European pure electric vehicles sold 985,000 units, an increase of 77.6% year-on-year. Among them, the penetration rate of pure electric vehicles in the Norwegian market is 71.1%; the penetration rate of pure electric vehicles in the German market is 20.6%; the penetration rate of pure electric vehicles in the Swedish market is 25.9%; the penetration rate of pure electric vehicles in the Dutch market is 26.6%; and the penetration rate of pure electric vehicles in the Danish market is 20.3%.
Taking advantage of the east wind of the expansion of the new energy market in Europe and the United States, WEILAI is accelerating its layout.
According to reports, 2021 is the first year of WEILAI's globalization, which has entered Norway and started delivery. Not only that, in 2022, NIO's products and system-wide services will be officially landed in Germany, the Netherlands, Sweden and Denmark. NIO plans to provide services to users in more than 25 countries and regions around the world in 2025.
From a more specific point of view, NIO is constantly expanding its territory in the high-end market.
Since 2021, the high-end automotive market has grown particularly fast. From January to November 2021, China's high-end market, including fuel vehicles, increased by 14.6% year-on-year. In this context, electric vehicles are encroaching on the BBA fuel market, and Weilai is the most important representative of them.
From January to November 2021, in the price range of more than 300,000 models, the penetration rate of pure electric vehicles in China in 2021 reached 3.99%, an increase of 2.07% year-on-year; the penetration rate of new energy vehicles reached 8.47%, an increase of 3.97% year-on-year.
The data shows that in the sales ranking of high-end brands in China, Weilai has always ranked in the top ten. The latest average transaction price in November 2021 exceeded 440,000 yuan, and the BBA was only lower than Mercedes-Benz, ranking in front of Porsche, Land Rover and so on.
According to the statistics of the world's authoritative data agency, in the global high-end electric vehicle (more than 50,000 US dollars) sales ranking, Weilai ranks in the top two. In the global high-end (MSRP50,000 US dollars) pure electric vehicle brand sales ranking, Tesla, Nio, Audi, Mercedes-Benz, BMW are on the list.
Specifically, in the global high-end (MSRP50,000 US dollars) intelligent electric vehicle sales ranking, Weilai's ES8 sales ranked thirteenth, ES6 sales ranked fifth, and EC6 sales ranked eighth.
Intensive delivery of new products
Looking forward to 2022, WEI's performance is even more exciting.
From the perspective of the most consumer concern, There are 6 models on sale in 2022.
Among them, the NIO intelligent electric flagship sedan ET7 was officially launched on NIO Day 2020, and the first medium and large intelligent electric flagship sedan ET7 will open On January 20, 2022, and delivery on March 28.
In addition, on December 18, 2021, NIO released the medium-sized intelligent electric coupe ET5, ET5 perfectly integrated the CONCEPT of NIO supercar gene and design for automatic driving, equipped with NIO automatic driving system NAD, and PanoCinema panoramic digital cockpit, with more than 100 comfortable, safe and intelligent configurations as standard, priced from 328,000 yuan before subsidies, and will be delivered in September 2022.
With the continuous advancement of WEILAI's globalization process and the recognition of smart electric vehicle tracks by the global capital market, Chinese car companies are becoming more and more confident, and ET5 is expected to continue to encroach on the fuel vehicle market in the future.
In order to deliver more perfect models to consumers in 2022, WEILAI has made sufficient preparations.
On October 15, 2021, the production line of JAC Weilai Hefei Advanced Manufacturing Base completed a phased upgrade, making further preparations for the introduction of new models and the improvement of production capacity.
On November 24, 2021, the first batch of process equipment of NeoPark's first factory and the second production base of NIO entered the site and started installation, and the first car will complete the trial production line of the whole process production line in Q2 2022, and the Q3 will be officially mass-produced.
The competitiveness of the system has become the needle of the sea god
In fact, the reason why WEILAI can succeed is inseparable from the investment of long-term system capabilities and the persistence of strategy.
On the one hand, WEILAI continues to forge internal strength, that is, the creation of system competitiveness.
Let's take a closer look at the above system competitiveness compass chart, which is exactly the four aspects of WEILAI's whole experience - car, full life cycle service, digital experience and lifestyle beyond the car, etc., to build system competitiveness, continue to innovate in research and development, manufacturing, digital management, business model and other aspects, and create a pleasant lifestyle for users.
Qin Lihong, co-founder and president of WEILAI, said at the time of compass that THE current and future business layout of NIO can be seen on this compass or extension line. The compass is like a piece of the puzzle, connecting every bit of effort made by Weilai into a line, and then connecting the lines into pieces, thus becoming this concept stock.
Continue to consolidate the competitiveness of the system
Looking back at the ideas put forward by Weilai in the past, one of the most interesting ideas is that Weilai proposed "making it more convenient to refuel than to refuel."
From the compass chart of Weilai, it can be seen that Weilai is not in place in one step, but keeps pace with the times, and constantly improves its own capabilities according to market conditions (infrastructure). NIO has built a supplementary energy system to provide users with all-scenario power-up services through an innovative system of vehicle-to-electricity separation, battery rental, rechargeable and replaceable upgrades.
In the future, WEILAI hopes to expand the "upgradeable" to a "upgradeable and degradable" arbitrary change model.
In the field of replenishment, WEILAI has achieved remarkable results. In 2021, NIO will add 606 new substations, 505 overcharge stations and 2,598 overcharge piles, 359 destination charging stations, and 1984 destination charging piles.
As of December 31, 2021, NIO has 778 substations in the world, including 205 highway substations, 605 supercharge stations, 626 destination charging stations, and 450,000+ third-party charging piles. Weilai users change their batteries an average of 20,000+ times a day, with a cumulative total of 5,810,000+ power exchanges.
On January 9, the second generation of Weilai replacement power station was released. Since then, on July 9, NIO released the LAYOUT PLAN of NIO Power 2025 substation at the first NIO Power Day - the total number of SUB stations in 2021 has been increased from 500 to more than 700; from 2022 to 2025, 600 new substations will be added in China every year; by the end of 2025, the total number of substations in the world will exceed 4,000. By 2025, 90% of WEILAI users' housing will become "electric district houses". At the same time, NIO announced that it will fully open the NIO Power charging and replacing system and BaaS service to the industry.
NIO Power, rechargeable and replaceable. The addition of 7kW and 11kW DC piles is a more complete home charging choice with the existing 7kW AC piles and 20kW DC piles; in 2022, 30 new Power Up Plan destination power-adding routes will be deployed, and the Chinese market will have built a total of 1300+ substations, 6000+ supercharged piles, and 10000+ destination charging piles, continuous layout, making it more convenient to refuel.
WEILAI is also building an energy circle of friends.
NIO reached a strategic cooperation with Sinopec, on December 10, NIO cooperated with Sinopec to build more than 100 charging and replacing power stations; the first second-generation substation cooperated by NIO and the State Grid was officially opened; NIO signed a global strategic cooperation agreement with Shell; and the first second-generation substation between NIO and PetroChina was launched in Shaanxi...
With the continuous expansion of the new energy vehicle market, looking to the future, WEILAI may be able to lead new energy vehicles to compete with traditional fuel vehicles with the support of strategic directions such as system competitiveness.
The future of NIO is worth looking forward to.
Text/Lin Zi Editor Song Yuting Proofreader Guo Li