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Producer: Electric Planet News
Author: Fat Fei classmate
Today is the first day of March, and it is also the day when automakers agree to hand in their report cards every month.
Since last night, the editorial department has begun to look forward to the last month's sales data of each electric vehicle factory, although everyone has expected that the February report will generally not be too good, but everyone is still looking forward to...
Until this morning, we saw the first report card of the new circle of influence, which came from the zero run.
Zero run 3435 units: Spring Festival holiday, chip and battery shortage
In February, ZeroCar delivered a total of 3,435 new vehicles, down quite a bit from 8,085 units in January (down 57.5% month-on-month). The explanation for zero running is: "Affected by the Spring Festival holiday and the tight supply chain of chips and batteries."
It is true that since the second half of last year, battery raw materials have risen by leaps and bounds, and since November, companies with high gross profits such as Tesla have also begun to bear the pressure of costs, announcing price increases one after another, and the electric vehicle circle has ushered in a wave of price increases. Coupled with the fact that there are only 28 days in February and coinciding with the Spring Festival holiday, the decline in sales is inevitable, so the "talking technique" of zero running is reasonable.
However, even though we had expected a decline in sales, such a large decline was unexpected. In order to verify that this is not the case for the entire industry, we continue to wait for the war reports from other families.
As the minutes passed, my classmates and I kept refreshing the computer interface, but there was no news, which was not the norm.
NIO 6131 units: Spring Festival shutdown, production of ET7
Anxiously waiting until about 16:30 in the afternoon, NIO took the lead in breaking the "deadlock".
According to the report, Weilai delivered a total of 6131 new cars in February, compared with 9652 units in January, there is indeed a big gap (down 36.5% month-on-month), but compared with the same period last year (2021.2) of 5578 units, this year's Weilai February data is still an increase.
Although WEILAI did not elaborate too much in the press release, some relevant responsible persons verbally said: "The factory stopped working during the Spring Festival holiday, and some ET7 prototypes, exhibition cars and test drives were produced in February. This month, the user experience of ET7 began. You can expect ET7 to perform."
Interestingly, Weilai did not emphasize too many objective factors such as batteries and chips, but attributed the main reason to the factory holidays and production capacity vacated to the new car ET7.
For such a report card, community riders also have different views, some say that "the data is not very good", some say "the data can be, after all, the New Year delay delivery for at least 10 days", some netizens speculate that "the old platform models are not competitive enough, everyone is waiting for the ET7 of the new platform" and so on...
Ideal 8414 units: Spring Festival holiday and Suzhou epidemic
Just a few minutes after Weilai threw out the report card, Ideal finally came up with its own data. (If you don't send it, I won't send it?) ）
In February this year, Ideal delivered a total of 8,414 Ideal ONE units, compared to 12,268 units in January, which is also a significant decline (down 31.4% month-on-month). Ideal said in the press release: "Due to the impact of the Spring Festival holiday and the epidemic in Suzhou, the shortage of some parts and components has affected production."
Xiaopeng 6225 units: Technical transformation of Zhaoqing base
In February, Xiaopeng delivered a total of 6335 new cars, including 3537 P7 deliveries, 2059 P5 deliveries, and 629 G3 series deliveries.
Compared with 2223 units in the same period last year, Xiaopeng's sales last month have increased significantly, but compared with 12892 units in January this year, it is still waist-cutting. Such results are still relatively unexpected, especially the three-digit delivery volume of the G3 is indeed somewhat unsatisfactory.
Xiaopeng's explanation is as follows: "During the Spring Festival holiday from the end of January to February, Xiaopeng Automobile carried out a technical transformation of the Zhaoqing base." The renovation work was completed in mid-February and the plant is now fully back in production.
Recently, the delivery delay incident of Xiaopeng P5 has made a lot of noise among the car owners, and a large number of P5 460 version owners have complained and defended their rights through various channels, and even handed a joint letter to He Xiaopeng.
Here's the thing, a batch of Xiaopeng P5s that paid a big deal in October last year were originally scheduled to be delivered in December, but so far they have not been able to deliver smoothly, while other versions of the model have been able to deliver in advance.
We looked at the official website of Xiaopeng, and now the version of P5 600 and 550 has a delivery cycle of 4-5 weeks and 7-8 weeks, while the version of 510 and 460 takes 18-19 weeks.
At present, Xiaopeng's official customer service statement is "tight supply chain", Xiaopeng sales is contacting anxious users to change orders or unsubscribe, but does not provide compensation. This makes many prospective car owners feel that their interests have been violated.
Regarding the delivery of the jam, there are rumors that "the delay in delivery may be related to the battery supplier, and The between Xiaopeng and Ningde has not been able to reach an agreement on the battery transaction due to the rising cost of raw materials", but this statement has not been confirmed by Xiaopeng or Ningde Era.
Speaking of the February report card, presumably this wave of P5 delivery failures has more or less affected the overall data...
Nezha 7117 units: "Steady force"
You may not believe it when you say it, but the biggest "dark horse" of this month's new forces is still Nezha.
According to official data, in February this year, Nezha delivered a total of 7117 units, of which Nezha U Pro delivered 3044 units and Nezha V car series delivered 4073 units.
Compared with the 11009 units in January, although it also fell significantly (down 35.4% month-on-month), the 7117 achievement is definitely the level of the first-line camp of new cars, it even squeezed out Weilai and Xiaopeng, becoming the second oldest force after the ideal...
Nezha officials said: "In the face of multiple challenges such as rising raw material prices and rebounding from the epidemic, Nezha Automobile has made steady efforts." From the words of the press release, I can more or less feel that compared to "Wei Xiaoli" and zero running, Nezha is still relatively satisfied with his February report card...
What makes people wonder is that in first-tier cities, I can rarely see Nezha's car on the ground, and the visibility rate is much lower than that of "Wei Xiaoli". So the question is, Nezha's car is not all going to the sinking market such as second- and third-tier cities, the comment area may wish to talk about your observations and views.
Extreme Krypton 2916 Unit: Multi-Front Operations
According to the data released by Extreme Kr, in February this year, Extreme Kr delivered a total of 2916 new cars, and since the opening of more than 100 days of delivery, Extreme Kr has handed over a total of 12453 units.
From the past experience, "100 days to break 100,000" is not an easy thing for a start-up brand, and the speed of extreme krypton is remarkable.
For the delivery results in February, Extreme Kr also showed a more positive attitude: "February as a traditional sales off-season, affected by the Spring Festival holiday, the decline in the past year is obvious, and in 2022, superimposed on the global automotive supply chain continued to be tense, the epidemic fluctuations and other unfavorable factors, Extreme Kr still overcame multiple challenges, continued to maintain stable delivery, the fluctuation amplitude is significantly smaller than the industry average, once again showing a deep systematic strength."
Kr believes they have "outperformed the broader market" in the February off-season under pressure.
Regarding the delivery speed of Extreme Kr, we do not make much evaluation, after all, there are many prospective car owners in the "delayed delivery", and I dare not rush to represent them.
But one feeling is real: Krypton is busy.
In the past few months, Extreme Kr has continuously "stepped on the pit" on production and delivery, capacity climbing, empty suspension, chip shortage, Zhejiang epidemic, various objective factors dragging down the production of Extreme Kr 001, and more bugs on early software that need to be solved urgently, coupled with the work of opening stores, cloth after-sales, etc., Extreme Kr can be described as a system while delivering.
The challenges for a start-up brand can be imagined.
In our exchanges with Krypton, we learned that as everything gets on track, the delivery problems that have plagued Kr users for a long time will also be solved. On the opening day of the Shanghai flagship store on the 18th of last month, Extreme Kr said it would "speed up delivery", with orders scheduled within three months before mid-September last year, and cars that were set in January this year and completed in February this year will be delivered by July 30.
Well, without further ado, let's take a look at how Krypton will deliver in the coming months.
GAC Aeon 8,526 units: Production capacity expansion for 15 days
Originally, today's inventory ended at the extreme krypton, but GAC Ae'an, as a traditional force, was also very active, and when he rushed to the new forces to "roll up the scrolls", he also took the opportunity to insert a foot and joined the melee.
According to official data, GAC Aeon delivered a total of 8,526 units in February, and their self-evaluation of this is that they have achieved a "big rise against the trend"... The so-called "big rise" is a year-on-year increase of 163% compared to February last year.......
So what is "counter-trend"? GAC Aeon and many automakers agree: "February is a traditional off-season for the auto market, coupled with the short suspension cycle of the Spring Festival, the sales data is generally not too bright." Another factor is that in the 15 days from January 31 to February 14 this year, the Aehan plant completed the second phase of capacity expansion.
In the words of GAC Aeon, "In order not to affect the delivery of new cars, they are working overtime during the Spring Festival to expand and upgrade the factory."
All in all, GAC Aeon is very satisfied with its February delivery results...
At last
After taking stock of the report cards of each company, you will find that the entire electric vehicle delivery did not perform well in February, which is not only an objective historical law of the market, but also mixed with many subjective factors.
For example, Weilai wants to free up the production line for the new car ET7, Xiaopeng and GAC Aean want to renovate the factory, AndKr wants to fight on multiple lines, etc., and the Spring Festival holiday is almost a problem that all brands need to face. In addition, the shortage caused by the increase in the price of battery raw materials proposed by zero running is also a problem that many car manufacturers have suffered in recent times.
In short, there are many factors influencing the delivery of electric vehicles in February, and the challenges faced by each company are different. The chip famine has yet to be solved, and the tide of battery price increases has followed, and this year's electric vehicle market is still ahead of twists and turns.
Rather than saying that everyone's February data is not ideal, it is better to say that the sudden decline in this month has made the overall performance fail to meet everyone's expectations, after all, in the past year, the new forces have run forward by leaps and bounds, and now any point of slippage will be disturbing.
Although I am conservative about GAC Aean's statement that it is a "big rise against the trend", in fact, compared with the same period last year, everyone is really growing, WEILAI increased by 9.9% year-on-year, Xiaopeng increased by 180% year-on-year, Ideal increased by 265.8%, Zero Run increased by 447%, and Nezha increased by 255%... This is always positive.
As for whether some people's concern about the less than expected performance in February is a "negative signal"? We can only look for answers from the reports for the next few months.
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