If you are asked what are the new car-making forces of the "first echelon" in China, I believe you will not hesitate to say "Wei Xiaoli".
Speaking of the ideal car, I have to say that the ideal ONE is indeed a "god-sealing" car. So you can not believe it, you can open the domestic medium and large SUV sales data to see, before the ideal ONE did not appear, the sales champion is volkswagen's Tu Ang, under the influence of the Volkswagen brand, Tu Ang is absolutely second to none.
Looking back at Ideal Car, as a new car-making brand, Ideal Auto alone with an Ideal ONE model, the sales volume of 91,300 vehicles in 2021 has reached 91,300 units, while achieving a year-on-year increase of 172.9%, and has won the sales champion of domestic medium and large SUVs for several consecutive months. It can be seen that the reason why the ideal ONE can be so favored by domestic consumers is not how good this car is, but because it has a performance that is not inferior to that of its opponents in all aspects.
Therefore, from this point of view, the sales of the ideal ONE will still rise. According to the latest data, in January 2022, the ideal ONE sales reached 12268 vehicles again, an increase of 128.1% year-on-year, achieving three consecutive monthly sales of more than 10,000 units, if there is no surprise, the domestic medium and large SUV market sales champion is still the ideal ONE.
Ideal for expanding production capacity
However, compared with the hot orders, the shortage of production capacity may be the problem that the ideal car is currently facing. In August 2021, Shen Yanan, co-founder and president of Ideal Automobile, said: In fact, as early as June, the order for Ideal Automobile was nearly 10,000, but due to the problem of production capacity, Ideal Automobile production capacity could not keep up with market demand.
It can be seen that at present, the only production base that can be assembled for the ideal car is the Changzhou factory. It covers an area of 750 acres, with an annual production capacity of 100,000 vehicles, for this output can even be said to be very close to the overall sales of 90,000 vehicles in 2021, however, in the face of increasingly strong market demand, the future demand may reach 100,000, 110,000 or even 120,000, so relying on the Changzhou factory alone, the ideal car is likely to meet the needs of the market.
However, the ideal car can "anticipate the future". In addition to the Changzhou plant, in 2021, Ideal Automobile acquired the plant and land resources of the Beijing Hyundai No. 1 factory for 6 billion yuan. On October 16 of the same year, the Beijing Hyundai First Factory will be transformed and upgraded to become the ideal automobile Beijing green intelligent manufacturing base, which is planned to be used for the production of pure electric vehicle models, which will be put into production at the end of 2023, and after being put into production, the first phase will achieve an annual output of 100,000 pure electric vehicles.
In addition, according to the recent enterprise investigation, Ideal Automobile recently established a new company in Chongqing - Chongqing Chezhixuan Technology Co., Ltd., whose legal representative is Wang Yang and the registered capital is 1.2 billion yuan. According to the land transaction announcement of the Chongqing Public Resources Exchange Network, Chongqing Chezhiyu Automobile Industry Company, which is 100% owned by Chongqing Ideal Automobile Company, bought the A16-8 plot of A Division A of the Liangjiang New Area Water and Soil Group on January 27, 2022.
At the same time, according to the transaction announcement, the land area of the transaction plot is 1.1334 million square meters, the transaction price is 430.69 million yuan, the plot ratio is ≧0.7, the land use is class II industrial land, the transfer period is 50 years, and the land use condition industry category is transportation equipment manufacturing.
This could mean that ideal cars' third plant is likely to be located in Chongqing.
Regardless of whether the ideal will eventually be completed into a third-party factory, the annual production capacity of the Currently Visible Changzhou Factory is only 100,000 units, combined with the delivery volume in 2021, The cylinder brother believes that the current expansion of the ideal car is actually imminent, and it is necessary to find a way to solve the bottleneck of production capacity.
The new forces will set off a "wave" of expansion of production?
For the new forces, it has gone through a difficult period, and now it is an opportunity to connect with the traditional car short soldiers, so in recent years, we can see that almost all car companies are focusing on the development of new energy vehicles, the intelligent car revolution is coming, the future competition will only become more and more cruel, Li Xiang once said that the future automotive market only occupies more than 25% of the global market share, in order to become the "talker" of the intelligent automotive industry.
But while you chase after me to seize the share, the lack of production capacity seems to restrict the development of new car manufacturing forces.
In fact, in addition to the ideal car, the production capacity of Weilai and Xiaopeng Automobile is also not optimistic. We can see that on April 8, 2021, Xiaopeng Automobile and the Wuhan Economic and Technological Development Zone Management Committee completed the signing of the Wuhan Intelligent Manufacturing Base, with a planned production capacity of 100,000 vehicles and an annual production capacity of 400,000 vehicles. In October 2021, NIO also announced that the production line of Jianghuai NIO Hefei Manufacturing Base has completed a phased upgrade, and after the upgrade, the factory will reach an annual production capacity of 240,000 vehicles and parts, and the annual production capacity can be increased to 300,000 vehicles by increasing the frequency.
In general, in fact, whether it is ideal, Xiaopeng, or Weilai, the current production capacity is still difficult to meet the market demand, and if you want to occupy more than 25% of the global market share, you must break this bottleneck and get rid of the problem of insufficient production capacity. In recent years, it can be seen that in addition to the new forces to build cars, traditional cars are also facing this problem, and recently we can see the cooperation between Dongfeng Honda and the second plant of DPCA, which is also to expand production capacity. In the future, it is possible that more car companies will go to the road of "capacity expansion".
summary
Of course, whether it is the expansion of Weilai or Xiaopeng, it is indeed a good thing for us, from the side, domestic consumers are more and more accepting of independent brands, the strength of independent brands is getting stronger and stronger, I believe that in the future, independent brands are likely to help promote a wave of global pure electric vehicles.