Reporter 丨 Cui Liwen
Responsible editor 丨 Cao Jiadong
Editor 丨Zhu Jinbin
"In 2021, I think Li wants to be the most comfortable, and Li Bin and I are more difficult."
At the end of last year, He Xiaopeng participated in CCTV's "Dialogue Challenger" column, telling many untold stories behind Xiaopeng's car. When it comes to the other two "comrades-in-arms" on the same track, an interesting point is given, which leads to the opening sentence of the article.
At the same time, he also revealed that between himself and Li Xiang and Li Bin, there will be a WeChat group, which will discuss some industry and policy topics every day. In his opinion, the most annoying problem in 2021 is the lack of cores, and if someone can provide Chips to Xiaopeng, he is willing to invite that person to drink.
However, with a little regret, after the whole show, He Xiaopeng still did not explain why "Li wants to be the most comfortable". As a bystander, it can only be said that in horizontal comparison, thanks to the fact that there is only one ideal ONE on sale at present, the pressure encountered by this new force product and even the production capacity level may be the smallest. In the end, a commendable total of deliveries was also achieved.
"To be honest, I don't know how He Xiaopeng's conclusion came about. After the show aired, we had our own discussions. In fact, the ideal ONE is limited by the supply of millimeter-wave radar-related chips, and it is the first of the three to start delivering in stages. And in the past year, various negative events similar to mercury events have also occurred, so it is not comfortable to talk about. ”
Last week, in a conversation with ideal internal employees, I got such an answer. Although it cannot directly represent Li Xiang's own views, it can still directly explain a simple and easy-to-understand truth: building a car, where there is nothing easy to speak of.
"Wei Xiaoli", as a member of the head echelon, who is not struggling to survive enough sinister dark moments to get a moment of respite, harvest temporary flowers and applause. Li Bin, He Xiaopeng, and Li Xiang can become the "opinion leaders" of the entire new energy vehicle sector, but also because they have enough brilliant results as endorsements, and then prove their ability to live to the death.
As everyone knows, entering a new 2022, the relationship between the three new forces has undergone irreversible changes. Whether acknowledged or not, multiple dimensions are filled with an increasingly strong "smell of gunpowder".
See you at the Beijing Auto Show for the first time?
If you are familiar enough with the development process of "Wei Xiaoli" along the way, you will clearly find that the current main sales models of the three, Weilai ES6, Xiaopeng P7, ideal ONE, whether it is product positioning, or target groups, or even the price after subsidies, are obviously differentiated.
So to some extent, there has never been a head-on confrontation between the three. As everyone knows, according to the new plan in front of us, the Beijing Auto Show held in April this year seems to be the first "hard rigidity" in the true sense between them.
As for the protagonists of this battle, they are the NIO ES7, the Ideal X01 and the Xiaopeng G9, three SUVs that have been given the strongest research and development results and the latest design languages.
Then, standing at this node, only from the known parameter analysis, the size of the vehicle, the ideal X01 will inevitably have more advantages. And as the only six-seater model, coupled with the use of extended range technology routes, may include more potential consumers.
The longboard of WEIO ES7 is concentrated on maintaining the tone of Weilai's consistent high-end and luxury brands, coupled with an increasingly mature energy replenishment system and service system as a support. At the same time, as the first SUV of the NT2.0 platform, NIO's latest NAD autonomous driving assistance system and NIO Aquila supersensitive system and supercomputing platform Adam will also not be absent.
With 33 high-performance perception hardware, the final force reached 1016 TOPS, 4 NVIDIA Orin chips, equipped with 19 auxiliary driving functions as standard, and then gradually realized high-speed, urban areas, parking, power exchange and other scenarios, the whole process of point-to-point automatic driving. The smart cockpit will also be equipped with a Snapdragon 8155 car chip. It can be said that it has made up for the relative shortcomings of the "intelligent" plate that has been criticized.
Xiaopeng G9 needless to say, as its brand soaring latest masterpiece, since last year's Guangzhou Auto Show debut, more harvests are praise. In terms of design, the outside world has also seen the progress of Xiaopeng.
With the success models of Xiaopeng P7 and P5 in the intelligent cockpit and auxiliary driving system, there is no need to worry about the final performance after continuous evolution. And compared with the Weilai ES7 and the ideal X01, the Xiaopeng G9 will most likely show enough cost performance and sincerity in the final price.
In the end, when the "home base" is revealed, the three SUVs are only measured from the product force dimension, which can only be said to be equally divided and bright spots. Who can break through? Or it will test more of the execution and combat effectiveness of the enterprise itself.
However, it is certain that the ideal X01, Weilai ES7, Xiaopeng G9, without exception, represent the current New Forces in China and even the entire new energy industry, the most powerful strength and R & D and manufacturing capabilities.
Considering the perspective of changing, it is actually a fortunate thing to be able to witness the relationship of "Wei Xiaoli", from teammates on the same track to "enemies" that cannot be avoided by each other. "Because of the more powerful you, I have become more and more outstanding."
Everything is stuck in a virtuous circle.
This time, who is the pin champion?
To be fair, at the beginning of 2021, it was fantasized that the new forces would usher in a new round of "blowout" under the impetus of the market getting better and better, but absolutely did not expect that the whole process of jumping and upward would come so vigorously. And between the "Wei Xiaoli" who is the top three in the head, the situation of you chasing after me has not stopped for a moment.
In the end, thanks to the more stable performance of the overall production capacity and the crazy impulse of the terminal in the fourth quarter, Xiaopeng delivered 98,155 new cars per year, successfully winning the new power sales championship.
Weilai, which followed closely behind, encountered external unfavorable factors such as the impact of the epidemic, insufficient supply chain, and factory transformation, and finally regrettably failed, delivering 91,429 new cars a year.
The third ideal, in the context of only the ideal ONE on sale, delivered 90,491 units in the whole year. It can be said that with their own strength, they can compete with Xiaopeng and Weilai.
Overall, the annual sales gap between the three is stuck in the hundreds, and the fierce competition can be imagined. Entering 2022, as "Wei Xiaoli" has announced new plans one after another, the product line continues to expand, "Who will become the top seller?" The topic is once again full of heat and attention. Then, standing at this point in the moment, you may wish to make a bold prediction.
First of all, if the Xiaopeng G3i, Xiaopeng P7 and Xiaopeng P5 models on sale can be made to stabilize the monthly delivery volume of the three models on sale at around 15,000 vehicles, then the annual delivery volume will reach 180,000 vehicles.
The real delivery time of Xiaopeng G9, with reference to the spread rhythm of Xiaopeng P5 this year, will most likely be fixed in September. Referring to the Xiaopeng G3i, the Xiaopeng P7 will also complete a mid-term redesign, and the delivery time of the new version may be in July.
In this process, limited by the switching of new and old models, it will inevitably have a certain impact on terminal sales. The arrival of xiaopeng G9 can be counted as a net increment. Taken together, Xiaopeng's overall annual delivery volume has the potential to reach a maximum of 220,000 vehicles.
In contrast, NIO's three models, the ES8, ES6 and EC6 models currently on sale, will contribute 91,429 units to it in 2021. Taking into account the actual situation, the company will base it on 100,000 units after a slight increase. On NIO Day 2021, according to Li Bin, the delivery time of the first pure electric sedan ET7 was set for March 28, Beijing time.
With a monthly sales of 3,000 units, perhaps a more qualified performance of this flagship product, cumulative deliveries counted as 30,000 units from April to December. As soon as the reservation is opened, it is destined to become a "blockbuster" ET5, and the earliest delivery time is September this year, according to Weilai's consistent tone, or the end of the month.
Starting from October, the contribution will be calculated, and taking into account factors such as capacity climbing, the monthly delivery volume of a single model in the last quarter will exceed 10,000, and the total contribution will also be 30,000 units.
As for the ES7, if similar to the ET5, deliveries began in the last quarter, with monthly performance maintained at around 5,000 units, with a final contribution of 15,000 units. Then, NIO's annual delivery volume in 2022 may touch 180,000 vehicles.
If the performance of the ideal ONE is as stable as ever, with an average of 15,000 vehicles delivered per month, the cumulative contribution will be 180,000 units.
However, with the arrival of the ideal X01, the product force has been greatly upgraded, and the same six-seat layout is bound to rob the former of the original order. Under the left and right hand combat, it is not ruled out that only the situation of "1+1≤1.5" can be achieved in the end. Therefore, the ideal annual delivery volume, or only up to 200,000 units.
In short, according to the above forecast, combined with the breadth of the price range and the richness of the product series, the new forces in 2022 will "sell the crown", and Xiaopeng has the possibility of winning consecutively. But what is certain is that the ideal behind him, Wei Lai, the strength of the upward attack is bound to be very fierce.
And it must be noted that compared with the rapidly changing real battlefield, "talking on paper" is quite easy. So in the end, how will the plot of the story develop? Who in "Wei Xiaoli" can sit at the top of the delivery list? There are still great variables.