22/02/07
Lead
This year, with the rapid expansion of the entire Chinese new energy market, it is not surprising that continuing to leap forward will be their common mission.
Author 丨 Cui Liwen
Responsible editor 丨 Xu Jinkai
Edit 丨 Chic
Fleeting, the short Spring Festival holiday has become a thing of the past.
Joy, happiness, bitterness, regret... Under the accumulation of a variety of emotions, the mental journey of each witness is composed together.
At the same time, along with the decline in the perception of the Spring Festival Gala, it is the stunning opening ceremony of the Winter Olympics. A few days ago, the men's football team defeated Vietnam, ushered in a scolding, a few days later, the women's football team killed South Korea to win the championship, the whole country celebrated.
After the strong contrast, a simple and easy-to-understand truth is more and more highlighted: as long as you work hard, as long as you work hard, you will eventually gain. After all, in this world, there is nothing great that can be achieved overnight.
As everyone knows, on the first day of the Chinese New Year, a number of new forces that have crossed the "life and death line" in the past year have created cars that have created the best historical results, and announced the January delivery results on time.
Judging by the results, the same did not disappoint. And this year, with the rapid expansion of the entire Chinese new energy market, it is not surprising that continuing to leap forward will be their common mission. The single month exceeded 10,000, and gradually became a new "passing line".
1
The chaos of the war intensified
"I'm already in the ICU, I'm hanging up."
"We didn't get much better either, sitting at the door of the ICU, ready to wait to get in."
Such a dialogue comes from Li Bin and He Xiaopeng, who are in the darkest hours of 2019. At that time, the feedback of the terminal market to Weilai and Xiaopeng was more negative.
Fortunately, with the new energy market gradually completing the transition from the subsidy era to the market era, coupled with the addition of Tesla's "catfish", products such as Weilai ES6 and Xiaopeng P7 have begun to be recognized by more end users.
With the measurement change as a support, the two quickly walked out of the ward and began to advance in the direction of rehabilitation and discharge. In this process, the ideal of being a member of the head echelon has not stopped moving forward for a moment.
Looking back at the past year, between "Wei Xiaoli", the situation of you chasing after me is still continuing. In terms of final results, 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, suffered from external unfavorable factors such as the impact of the epidemic, insufficient supply chain, and factory transformation, and unfortunately failed, delivering 91,429 new cars a year.
The third ideal, in the context of only one 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.
And in the just-concluded January, the confrontation between the three continues. Xiaopeng's performance has been as stable as ever, with the contribution of P7, P5 and G3i respectively, and the delivery volume reached 12,922 units, an increase of 115% year-on-year. Ideal for second place, deliveries reached 12,268 units, up 128.10% year-on-year, slightly behind Xiaopeng.
In contrast, Weilai's delivery volume fell below the 10,000-vehicle mark, only 9,652 units, an increase of 33.60% year-on-year, and there is no doubt that the best way to change the decline of this car company, which has been at the top of the sales list of new forces for a long time, is to effectively promote new.
Therefore, in 2022, whether the ET7 starts delivery on March 28 or the ET5 that starts delivery in September, the actual performance of the follow-up will largely determine the final ranking of WEILAI.
Otherwise, just like January, the situation of being overtaken by Nezha behind him will also appear. In contrast, the delivery volume of the latter reached 11,009 units, an increase of 402.00% year-on-year.
As the "bottom card" held in its hands at this stage, the Nezha V Pro, which is accurate and accurately cuts into the AO-level pure electric car market, undoubtedly continues to play the role of "foundation".
At the same time, comparing many competitors horizontally, the compact SUV Nezha U Pro has certain advantages in terms of price, intelligent configuration, endurance performance and other dimensions. After the production capacity problem is gradually solved, it also provides strong support for Nezha to achieve more changes as a whole.
Similarly, zero-run, with the contribution of the T03 and C11 models on sale, delivered 8,085 units in January, an increase of 434% year-on-year, ranking fifth after NIO.
However, the problem that needs to be solved urgently at present is how to sell the upcoming Nezha S and Zero Run C01, two pure electric coupes positioned B-class. Looking deeper, how the brand soars may be the crux of the problem that must be resolved.
As for WM, which often "disappears", as of press time, it has not yet waited for its January delivery results. This year will also be a critical stage in determining its future direction.
In summary, a chaotic war has intensified.
2
They cannot be ignored
"We need to see the cold truth of full prosperity: the future is infinitely better, but the final game is limited."
Last year, Zero Run ushered in the sixth anniversary, as the founder and chairman of Zhu Jiangming, in an open letter, wrote the above sentence. At this moment, as a bystander, I also want to give it to all the new forces that have achieved large-scale delivery.
Because around them, they have already occupied independent new energy brands such as GAC Aeon and Extreme Krypton, which are incubated by traditional car companies. In the past January, the former sales have reached 16,031 units, an increase of 118.00% year-on-year. The latter, which delivered 3,530 units, is also steadily increasing.
To be fair, although they still have certain shortcomings, but backed by the resource advantages of large groups, they can still have enough confidence to give it a go. The same is true of Landu, Volkswagen ID, and even the BBA in the current state. Together, they form an upward force that cannot be ignored.
In front of everyone, there is the absolute hegemony in the current new energy market - BYD. In January, its new energy passenger car sales were 92,926 units, up 367.65% year-on-year and 0.11% month-on-month.
Among them, pure electric sales were 46,386 units, an increase of 220.72% year-on-year and a decrease of 4.00% month-on-month. Plug-and-mix sales of 46,540 units increased by 760.58% year-on-year and 4.57% month-on-month.
It must be admitted that after successively coming up with "blade battery" and "DM-i hybrid technology", BYD successfully solved the two problems that potential consumers are most concerned about at the technical level.
First of all, the safety of blade batteries is undoubtedly the best existence in the same industry. And thanks to BYD's full-stack self-research capabilities, within a controllable cost, the supply of production capacity can be more abundantly guaranteed.
Secondly, when the DM-i hybrid technology was introduced, BYD gave up the ultimate pursuit of power and acceleration, and refocused on the lowest possible energy consumption performance and economy in the process of using the car. And such careful thinking and choices have spawned a number of "star models" that are good enough.
Obviously, the data does not lie, even if there is still something missing in the so-called "intelligent" sector, but the month-by-month increase in order volume has proved BYD's successful breakthrough. This year, its total sales target is set at 1.2 million units.
Finally, there is also the "catfish" Tesla that needs to be paid attention to above.
In 2021, the US new energy vehicle company has already won a big victory in China. In 2022, after the Shanghai plant continues to expand production, it is bound to harvest more vigorously.
Although the specific sales volume in the first month is not yet known, it is foreseeable that it will be a scary enough number. And the Berlin plant in Germany is about to start production, so that it is located in China, can better give it a go. The growing strength of these front-runners is bound to accelerate the elimination of the last brand.
Flowers and applause will only be left to those who are prepared.
Cui Liwen
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