Author | Shan
Original production | New energy wave
Among the new domestic car-making forces, the ones with the greatest global ambitions are Weilai and Li Bin.
In May of this year, NIO announced the Norwegian plan, which marked the beginning of the expansion of NIO, which is well developed in China, and the Norwegian is the first stop of NIO.
As the "leading big brother" of the new domestic car-making forces, Weilai Automobile has gradually entered the fast lane of development after the development of the past two years, not only the market value and stock price are rising steadily, continuing to lead Xiaopeng and ideals, but also leading other new forces in overall sales.
However, with the secondary listing of car companies such as Xiaopeng and Ideal, and the second-tier brands Nezha and Zero Run getting financing again, Weilai, which failed to go public for the second time as scheduled, is also facing new pressure, and it is becoming more and more difficult to continue to lead.
Therefore, Weilai, like many established car companies, has begun to seek a way out to sea.
1. Why is the export volume of domestic cars increasing sharply?
In fact, the export of domestic automobiles is in a period of rapid development.
From January to November this year, the cumulative export of domestic automobiles was 1.928 million units, an increase of 101.9% year-on-year; the cumulative amount was 202.99 billion yuan, an increase of 108.4% year-on-year.
Among them, SAIC motor passenger car exports 245,000 units, which has exceeded the total export sales volume last year;
Chery Automobile exported 237901 units, up 137.6% year-on-year;
Geely Automobile exported 97,883 vehicles, an increase of about 61% year-on-year;
Changan Automobile exported 109,000 units, up 120% year-on-year.
In November 2021 alone, Chinese brand passenger cars exported 170,000 units, an increase of 71.2% year-on-year. Among them, the export growth ratio of new energy vehicles was 32.9%. That is, for every 10 cars exported, 3.3 are new energy vehicles.
From the news level, the current export of new energy vehicles has three major advantages: 1, China's many new energy vehicle companies, thanks to the strong subsidies of government policies in previous years, whether it is technology or production capacity has a certain foundation; 2, Canada has been hit by the epidemic more seriously, automobile production capacity is difficult to meet the demand; 3, Europe is in the development period of new energy vehicles, for automobile imports The government not only gives a green light, but also has high subsidies
The so-called standing high to see far, Weilai is still quite far-sighted, even if there is still a big gap with the old car companies, but compared with many new car-making forces, Weilai is the first enterprise that wants to go out and lay out globalization.
2. The monthly delivery volume of New Energy Vehicles in Weilai has exceeded 10,000
At present, WEILAI has shown its strong strength in the domestic market.
Judging from the above financial report, the total revenue of WEILAI Automobile in the third quarter of 2021 was RMB 98. 05.3 billion yuan, an increase of 116.6% compared with the same period in 2020. 6%, an increase of 16% compared to the previous quarter. 1％。
Returning to net profit, its performance has also improved, and in the third quarter of 2021, NIO's net loss was RMB8. 35.3 billion yuan, a year-on-year decrease of 20.5%. 2%; adjusted net loss of 5. 69.7 billion yuan, a year-on-year decrease of 42.7 billion yuan. 9％。
From the perspective of automobile production capacity, WEILAI's new energy vehicle delivery volume in September this year has exceeded 10,000 units, reaching 10,628 units, and the total delivery volume has now exceeded 140,000, in terms of data, Weilai's performance can be said to be quite eye-catching.
3. Weilai wants to become a global car company brand
At present, NIO ES8 has been released in Norway, Norway's first NIO center has also officially opened, NIO ES8 adopts a global unified pricing, about 468,000 yuan, which is an important step for NIO to lay out overseas.
The second is the NIO center and the energy replacement service. Norway's first NIO Center is located at 33 Karl Johans Avenue, oslo's commercial and cultural center, with a total area of 2,100 square meters, making it the largest user center in the core area of Norway. In addition, by the end of 2022, NIO will build 20 second-generation substations in Norway, covering the top 5 cities and major high-speeds in Norway, and Norway's first second-generation charging and replacing integrated station was also put into operation at the end of October.
WEILAI will also open up new markets in 5 European countries such as Germany, the Netherlands, Sweden and Denmark, and according to CEO Li Bin, it hopes that WEILAI can become a global brand and achieve 50% sales in overseas markets in the future.
Weilai's original intention of choosing to lay out overseas may have some elements of helplessness in it, but now it seems to be a second move.
This layout norway, whether from the orders received by Weilai so far, or from the reputation of the car, has exceeded expectations, Norway does not have a local car company, but it is the country with the highest coverage rate of new energy vehicles, which is a very broad market for Weilai and even more new energy vehicle companies.
Of course, in the process of going to sea, Weilai will also usher in a lot of challenges, which can be summarized into three points: 1, whether the direct-operated store model is accepted by overseas markets, there needs to be a localization process 2, transportation cost problems and subsequent capacity delivery 3, and more European and American car companies, such as the world's first Tesla, to carry out more direct competition
Norway is just a microcosm of the European new energy vehicle market. With the intensification of competition in the domestic industry, WEIlai has a unique path and dares to work hard with Tesla head-on. With this courage and ambition, Weilai is worth a high look.