Last year, With a delivery volume of 98,155 units, Xiaopeng Automobile became the leader in the new car-making brand, and this strong momentum has continued to this day and has a growing trend. Just this past January, Xiaopeng Automobile once again topped the list of new car-making models with 12,922 new car deliveries.
Specifically, the delivery volume of Xiaopeng P7 reached 6,707 units, the slightly lower positioning Xiaopeng P5 also delivered 4,029 units, while the Xiaopeng G3 series delivered 2,186 units, which performed quite well. As of the end of January 2022, the cumulative delivery volume of Xiaopeng Automobile in history has exceeded 150,000 units, although it is not large in terms of volume, but it does have extraordinary significance for a new force car company that "started from scratch".
Xiaopeng Motors' plan this year is to reach the goal of delivering 250,000 new cars for the whole year, so they also listed a series of strategic plans, including adjusting the configuration and price of existing models, and promoting the launch of new cars.
One of the most eye-catching is, of course, the Xiaopeng G9, which will be listed in the middle of this year.
As early as last year's Guangzhou Auto Show, we saw its beauty. As Xiaopeng's flagship model with the highest positioning, the G9 can be described as an integration of all the current "black technology" of Xiaopeng.
For example, the latest XPIRAT 4.0 driver assistance system, advanced lidar, intelligent air suspension system, and XPower 3.0 power will bring an unparalleled intelligent driving experience to consumers who purchase this new all-electric sedan.
In terms of battery life, in addition to using traditional large-capacity batteries, the new car will also be the first model based on the 800V high-voltage SiC charging platform for mass production, which also allows it to achieve 5 minutes of 200 km endurance in the supercharging mode, and Xiaopeng will also throw heavy money to lay more high-voltage supercharging piles in The country to meet the needs of users.
As for the exterior and interior part, the Xiaopeng G9 still continues the Xiaopeng family design, but the details are more attentive. The new brand LOGO is combined with the streamlined lines of the large body to make it look stylish and atmospheric. With a length of more than 5 meters and a long wheelbase of 3.1 meters, it brings a spacious and comfortable interior. Referring to the price of the P7, it is generally predicted that the price of the new car may be between 250,000 yuan and 300,000 yuan.
Overall, Xiaopeng has been quite successful in creating the luxury and comfort of "pure electric cars", and in the same configuration dimension, compared with the pricing of models of brands such as Weilai and Ideal, Xiaopeng Automobile is not "expensive" and has a certain cost performance, which is also an important reason for the success of Xiaopeng.
However, affected by multiple factors such as rising raw material costs, insufficient chip supply, and the decline of new energy policy subsidies, Xiaopeng has also begun to carry out a series of "adjustments", which are mainly reflected in allocation adjustments and price increases.
Previously, the battery pack used by Xiaopeng models has always been from the "Ningde era", but recently Xiaopeng also released news: "Due to the uncertainty in the production of lithium iron phosphate batteries, they plan to use the power batteries provided by Sunwoda for their models to meet production and delivery needs." ”
But in fact, Xiaopeng replaced the battery supplier, the main purpose is to reduce costs. According to the plan, Sunwoda will supply batteries for some G9 models, and its share may reach 50%, and in the future, Xiaopeng will gradually give up purchasing power batteries in the Ningde era, and then cooperate with brands such as AVIC and Yiwei.
In addition, affected by the decline of new energy subsidies, Xiaopeng also made price increases on many of its models on January 11, although they issued an announcement that they would not increase prices, but still through financial services, cancellation of promotional offers and other ways to change the relative price to adjust, Xiaopeng P5 and P7 and other hot models of the terminal price increase, are in the range of 4,000 yuan to 6,000 yuan.
In the early days, many new force car companies in order to seize the market, adopted the strategy of "preferring not to earn, but also to build cars", but now with the shrinkage of new energy subsidies, this game is impossible to continue, and the increase in cost will also be invisibly passed on to consumers, in addition, with the rise in the price of new energy vehicle insurance, consumers who want to buy similar models in the future will also pay a greater economic price.
Objectively speaking, it is indeed difficult for Xiaopeng to achieve the goal of delivering 250,000 vehicles (an average of 20,800 vehicles per month) in 2022. Even if Xiaopeng P5 and P7 currently have good sales and G9 are ready to go, it is still unknown whether Xiaopeng's own production capacity can meet the standards, even if the production capacity can be fully opened, it is impossible to fully predict and avoid the impact of factors such as "chip shortage", policy changes, and epidemic rebound on production.
What's more, now they are also playing the "simple match and price increase" routine, which will also have a negative impact on sales to a certain extent. However, in terms of Xiaopeng's current product strength, as long as "eating is not too ugly", I want to maintain the current sales momentum and achieve a certain amount of growth, which should be a big problem.