The car is like a flowing water horse like a dragon, and the flower moon is in the spring breeze.
At the "Show Muscle Conference" held in January, the new forces of car-making have collectively soared.
Xiaopeng delivered 15,613 vehicles, setting a new record for new car-making forces, ideal Weilai, setting a record high, Nezha car delivered 10,013 vehicles, an increase of 372% year-on-year...
Riding on the "spring wind" of the new energy market, the new car-making forces of "inner volume" have still walked out of one milestone after another.
However, the next suspense left by the new car-making forces is who will cross the line of 100,000 annual sales?
As we all know, 100,000 sales is an important watershed in the breakeven of the new car-making forces.
If a new car-making force can reach an annual sales of 100,000, it means that its operation is on the right track, and it also proves that the company is about to enter a period of rapid development.
Tesla, for example, rose in one fell swoop after the phenomenal Model 3 achieved a "small goal" of 100,000 units sold annually.
So, in the new car-making forces of "roll-in-roll", who will take the lead in "rushing the line"?
(1) In December, can I rush out 20,000 units?
Since the beginning of this year, the head has been scrambling the order among the three "Wei Xiaoli".
Coming to this month, Xiaopeng hit a record high again and was re-elected to the top of the list.
Specifically, Xiaopeng delivered 15,613 new cars in November, an increase of 270% year-on-year, and achieved deliveries of more than 10,000 units for three consecutive months.
It is worth mentioning that Xiaopeng's achievements have benefited from the sales of P7, P5 and G3i models.
In addition to Xiao Peng's impressive record, the ideal is not left behind.
This month, the ideal delivery volume was 13,485 units, a sharp increase of 190.2% over the same period last year.
Since its delivery, Ideal ONE has continued to strengthen in the end market, with cumulative deliveries reaching 110001 units.
In terms of WEILAI, the monthly delivery volume returned to the level of "10,000 vehicles", delivering 10,878 new cars, an increase of 105.6% year-on-year, and setting a record for monthly deliveries.
At the same time, this is also the second time that WEILAI has achieved monthly delivery of more than 10,000 yuan after September.
Behind this, due to the rapid adjustment of the supply chain and production capacity, Weilai's sales have also returned to normal levels in time, keeping up with the normal rhythm of new car-making forces.
Nezha, which is only "a few hundred vehicles" away from Weilai, delivered 10,013 vehicles in November, an increase of 372% year-on-year, and individual users accounted for more than 91%, achieving monthly deliveries exceeding 10,000 for the first time.
In less than a year, in such a fiercely competitive market, Nezha has achieved a breakthrough from more than 2,000 to 10,000 vehicles, fully showing the posture of a dark horse, which is indeed worthy of applause.
In general, the spring of the new forces of car-making has indeed come.
In the middle of this year, the author believes that this year may give birth to several new car-making forces that have broken the record of "annual sales of 100,000". However, due to the black swan event of "chip shortage", the supply chain pressure has increased sharply, and the actual sales performance is not as good as expected.
In the last month of 2021, is it possible for Xiaopeng or Weilai to directly impact the "monthly sales of 20,000" and become the first new car-making force with "annual sales of 100,000"?
There are opportunities, but mainly capacity issues still need to be solved. After all, from the recent point of view of the new forces of head car manufacturing, the order volume is actually quite sufficient, but "no car to deliver" is still the biggest problem.
At the same time, this year may be the last year in which the new car-making forces will sell less than 100,000 vehicles.
After all, the new car-making forces will carry out a lot of new car planning next year, such as next year's Weilai ET7, the ideal X01, Nezha's Nezha S and the zero-run C11.
Many products have also begun to sink into the 100,000-200,000 market, including Weilai, which has previously focused on high-end, and also announced that it will establish sub-brands to enter the price market to further increase the order of magnitude.
(2) The "soul" in the "inner volume" will become the key to the competition of future long-distance running
In fact, in the context of the global chip shortage and the decline in market demand, domestic new energy vehicles still maintain a contrarian growth trend.
This can be seen from the sales of new car-making forces or the first performance of new energy.
Focusing on the automobile market, the trend of "new energy upwards, fuel vehicles downwards" is also becoming more and more obvious.
At the same time, with the new forces of car manufacturing entering the era of "monthly sales exceeding 10,000", attacking the mainstream market and seeking "new increments" will become an inevitable trend of development.
Personally, I believe that in the case of increasingly "homogeneous" performance indicators such as endurance and 100-kilometer acceleration, automatic driving will become the core of differentiated competition. The gap between software and hardware will also become a key breakthrough for new car-making forces to break market barriers in the future.
For example, in the second half of this year, the pace of new car launches by new car-making forces has accelerated significantly, and lidar on hardware has ushered in a "rush to install tide", which also reflects that the competitive focus of the new energy vehicle market is migrating, and automatic driving has become the focus of competition for car companies.
However, compared with hardware, the author believes that software will be the "soul" of the new forces of car manufacturing, and it is also the core of future competition.
After all, lidar is such a thing, as long as the funds are in place, anyone can install it.
At the same time, compared with the way that many traditional car companies let Huawei and other suppliers "pack up and get on the car", the new car-making forces choose to hold the "soul" of software in their own hands, which can form a unique advantage.
After all, when the hardware "cannot rise", the "core competitiveness" of software is highlighted, and it can play a key role in suppressing the enemy and winning.
(3) The electric star man has something to say
From the perspective of the current new energy market, the new car-making forces want to maintain the current outstanding performance, not only to overcome the limitations of their own supply chain, but also to compete with the "new forces" of traditional car companies.
At the same time, how to find their future goals in the fast-growing new energy vehicle market and achieve greater breakthroughs is both an opportunity and a challenge.
Perhaps, every new car-making force should think that this is not the only opportunity in this life.