On the first day of the year of the Tiger, NIO announced the new car delivery data in January, and the data showed that NIO delivered 9652 electric vehicles in January, an increase of 33.6% year-on-year and an 8% decrease from the previous month. The monthly delivery volume hovers around 10,000 vehicles, does it mean that Weilai has no advantage in the first echelon of the new forces?
In fact, compared with Xiaopeng and Ideal, Weilai positions high-end brands, its models have higher unit prices, and in the current domestic market, the market plate of high-end cars is smaller than that of the mass mainstream market. Moreover, NIO is still the new car-making brand with the highest cumulative delivery volume, and as of the end of January 2022, it has delivered 176722 smart electric vehicles.
Since the end of last year, some media have said that Weilai Automobile has gradually shown fatigue in the competition of "Wei Xiaoli", several new Chinese car-making brands. Personally, I think this has a lot to do with the new model ET5 released by NIO in December 2021, and many potential car owners are attracted to the new model, which may be the main factor that WEILAI's delivery volume in January failed to exceed 10,000 units.
NIO did not announce the composition of the specific number of models delivered this time, but given that there are only three models at present, the number of models delivered is not crucial. Among them, Weilai ES6 or EC6 as the absolute main force, can have a monthly delivery of nearly 10,000 vehicles, has been very good.
2022 or the explosive delivery period
Nio's fatigue will not last long, and with the official delivery of THE NIO's blockbuster model ET7 on March 28 this year, the number of NIO's deliveries will go further.
In September this year, NIO's second sedan new car ET5 will also begin to be delivered, compared to ET7, ET5 is priced lower, the market influence is greater, so it has a higher number of deliveries.
It is reported that in addition to the delivery of three new models in 2022, the second production base of NIO in neoPark Xinqiao Intelligent Electric Vehicle Industrial Park will also be officially put into operation in the third quarter of this year, and globally, products and full-system services will be landed in Germany, the Netherlands, Sweden and Denmark. At that time, the number of deliveries of NIO will have a huge increase in 2022.
In fact, I personally believe that with Weilai's brand positioning and product pricing, its greater opponent is actually a luxury brand such as BBA, the new force of car manufacturing is a starting point, and standing firm in the luxury camp is the end, can Weilai form an "NBA" luxury car pattern in the future? Let's wait and see.