In January, several new car-making forces that have released data have achieved positive year-on-year sales growth. However, from a chain perspective, "Wei Xiaoli" has declined by different margins; Nezha and zero run, which have been regarded as second-tier echelons, have still maintained positive growth, and Nezha has also broken the head pattern of "Wei Xiaoli" again. This can't help but trigger the industry's speculation that the new domestic car-making force pattern may change in 2022.
On the first day of the Year of the Tiger in 2022 (February 1), several new domestic car-making forces have successively announced last month's "report card." Among them, the sales of Xiaopeng, Ideal and Nezha once again exceeded 10,000 vehicles, with 12922 vehicles, 12268 vehicles and 11009 vehicles respectively, an increase of 114.8%, 128.1% and 401.5% respectively year-on-year.
Although the sales volume of Weilai and Zero Run failed to exceed 10,000 vehicles, they achieved positive year-on-year growth. According to the data, the sales of Weilai and Zero Run in January were 9652 vehicles and 8085 vehicles, respectively, an increase of 33.6% and 434% respectively year-on-year.
At the same time that the sales volume of the new car-making forces achieved positive growth year-on-year, the sales volume of "Wei Xiaoli" declined by different margins from the previous month. In January, the sales of Weilai, Xiaopeng and Ideal fell by 8%, 19.2% and 12.9% respectively from the previous month.
For the overall weakening of the new energy vehicle market in January, the Association of Passenger Vehicles has given a prejudgment, "affected by the centralized delivery at the end of last year, the new energy market in January fell month-on-month." In addition, the association also analyzed and proposed, "This year's Spring Festival is earlier, a few days before the festival will enter the car purchase off-season, so January is a small month of automobile production and consumption; at the same time, the epidemic will also affect the return to the hometown to buy car consumption."
However, in the context of the overall weakening of the domestic automobile market, especially the new energy vehicle market, Nezha and Zero Run, which had previously been regarded as the second-tier echelon, still maintained positive growth in January, with a range of 8.7% and 3.6% respectively; Nezha also used this to break the head pattern of "Wei Xiaoli" again. This can't help but trigger the industry's speculation that the new domestic car-making force pattern may change in 2022.
Judging from the sales data, Xiaopeng and Ideal retained the top two rankings in January, and their year-on-year growth rate was also maintained at a relatively high level, if they can continue to maintain the current momentum, they are still expected to hold the seat of the head.
Although Niolai's sales volume did not fluctuate significantly, there was greater pressure in terms of growth momentum and potential. Nezha and Zero Run, with a stronger catch-up momentum, further exacerbated the pressure on Weilai to stabilize the head position.
In order to solve this dilemma, Weilai has significantly accelerated the launch of new products. At the end of last year, NIO's second car, the ET5, was officially released and scheduled to be delivered in September this year; before that, on March 28, its first car, the ET7, will also be officially delivered.
Weilai Auto Experience Store Wang Yueyue photo
In fact, Weilai's new products do attract the favor of many consumers. During the Spring Festival, a reporter from China Economic Network learned when visiting an experience store of Weilai Automobile that "on the night of the release of ET5 last year, the system assigned me 14 orders, and many consumers were blind."
In addition to new models, the production capacity problem that has previously restricted WEILAI is also expected to be alleviated to a certain extent this year. Li Bin, chairman of WEIO, revealed last year that "the construction of the second production base in Hefei Xinqiao Intelligent Electric Vehicle Industrial Park is proceeding as planned and will be officially put into operation in the third quarter of 2022." ”
Based on this, the relevant person in charge of Weilai Automobile said in an interview with the media a few days ago, "There are great challenges here, but I believe that the growth of the company's system capabilities can achieve our goals." ”
In the face of the situation of achieving a leading position against Nio at the beginning, Nezha Automobile undoubtedly hopes to continue throughout 2022. To this end, while adhering to the "people-friendly route", Nezha Automobile will also try its best to reverse the low-end positioning. It is reported that in 2022, Nezha Automobile will officially launch Nezha S and enter the market segment of 200,000 yuan, thereby achieving a brand breakthrough.
Coincidentally, the zero-run car, which is also a "latecomer", is also accelerating the gap with "Wei Xiaoli". According to the "2.0 Strategy" announced in July last year, zero-run vehicles will accelerate their expansion in product research and development, channel layout and brand promotion.
At the same time, zero-run cars are also speeding up the pace of overseas listing. According to the information released on the website of the China Securities Regulatory Commission on January 26, Zhejiang Zero Run Technology Co., Ltd. has received the approval materials of the overseas initial public offering of shares (including ordinary shares, preferred shares and other stocks and derivative forms of stocks). (China Economic Network reporter Wang Yueyue)