As predicted by Xiaobian, 2022 is destined to be the most tragic year for the new car-making forces, and the decline of new energy subsidies has brought the entire market into the stage of bayonet red, and January's sales are full of gunpowder.
As of February 1, the domestic car manufacturing forces of the three top seats have undergone obvious changes, Xiaopeng January delivery reached 12922 vehicles, an increase of 115% year-on-year and achieved the opening of the 2022 Year of the Tiger New Year; although the ideal car ranked second, but with the delivery volume in January reached 12268 vehicles, an increase of 128.1% year-on-year is also remarkable, it is worth noting that compared with the Xiaopeng ideal is only 654 vehicles, and the ideal only relies on the ideal one car to achieve such results. It's not easy.
Who is the third place? Is it Weilai? Not the third place is Nezha, is not a little surprise to you, yes Nezha replaced Weilai as one of the top three domestic car manufacturing forces, January sales of 11,009 vehicles, an increase of up to 402% year-on-year, while Nezha has set a record for the highest delivery of new cars for 13 consecutive months, successfully sitting in the third place.
What about Nio? Fortunately, the gap between 9652 vehicles and Nezha is 1357 vehicles, the gap is not particularly large year-on-year growth is also 33.6%, compared with the sales decline of 8% last month, the problem is really not very big, after all, this is only January, the time left for Weilai still seems to be relatively sufficient.
However, Weilai's sustained growth in 2021 has now encountered a slight decline, and I personally believe that it is also a hidden danger of Weilai that has begun to slowly erupt, and it may also become a key factor restricting The development of Weilai this year - that is, OEM.
Today, the top five new power brands are Xiaopeng, Ideal, Nezha, Weilai and Zero Run. At present, it seems that only Weilai is a foundry worker, and Xiaopeng, Ideal, Nezha and Zero Run have their own factories, which is a lot of pressure for Weilai.
Some people may have to ask, aren't they all cars? What is the difference between OEM and having your own factory? This problem is like buying a house and renting a house, the rental landlord occupies the vast majority of the initiative, even if you lose money to let you move, you have to move, and if you have a house, you have the right to speak in yourself, which is the fundamental difference. With its own factory, you don't have to rely on others to sniffle, and the production capacity can be based on your own planning. Sorry, Jianghuai also has to build its own car, and when it comes to making its own car and the OEM conflict, the OEM's concessions.
As a product of industrial production, the lifeblood of automobiles is still in their own hands, and the problem of OEM is that not only is the production capacity limited, but also the payment of foundry fees. It is reported that jianghuai each foundry of a Weilai model, the foundry fee is 8500 yuan, who pays this money? When let not Weilai, the cost will definitely be spread into the vehicle, that is to say, consumers have to pay 8500 yuan to Jianghuai every time they buy a Weilai, no wonder Weilai models do not reduce prices, saying what to protect the interests of old car owners, it is really a price reduction on the blood loss.
In fact, Weilai is limited by production capacity is not news, although last year said that the delay in delivery is because of the chip, does the chip have images? Sure there is, but if the production line is its own, at least it won't be as serious. At the end of last year, Weilai released two new cars in a row, the delivery date is very long, although Weilai's customer service is in place, but how much can really wait so long?
And the market is unpredictable, this year's fight has just begun, Huawei has shouted out the "2022 300,000 units of annual sales, tens of billions of sales" rhetoric, to know that 300,000 may be last year's Wei Xiaoli's annual synthesis, as well as the tiger's Avita, Evergrande and others, these car companies basically do not rely on the OEM production of new cars to start, although January sales Weilai may only be because 2022 has just begun, Weilai has not yet made a force. But does that mean that this is really just the beginning?