Recently, ideal car, Xiaopeng automobile, Weilai, Krypton, zero running car, Nezha automobile, GAC Aian and other new energy vehicle manufacturers released February 2022 delivery data, ideal car, Xiaopeng automobile, zero running car, Nezha automobile, GAC Aian sales maintained high growth year-on-year. However, due to the impact of factors such as the Spring Festival holiday, the delivery volume of various manufacturers has declined to a certain extent compared with the previous month.
In addition, Ideal Auto recently released its financial data for the fourth quarter and full year of 2021. In 2021, Ideal Automobile achieved operating income of 27.010 billion yuan, an increase of 185.6% year-on-year, of which vehicle sales revenue was 26.13 billion yuan, an increase of 181.5% year-on-year; in the fourth quarter, Ideal Automobile achieved operating income of 10.62 billion yuan, an increase of 156.1% year-on-year, and vehicle sales revenue was 10.38 billion yuan, an increase of 155.7% year-on-year.
Source: Photo Network
Sales of new energy vehicles increased year-on-year in February
Ideal Auto delivered a total of 8,414 Ideal ONE units in February, an increase of 265.8% year-on-year and 31.42% month-on-month, and the cumulative delivery volume of Ideal ONE reached 144,770 units. Shen Yanan, co-founder and president of Ideal Automobile, said that due to the impact of factors such as the Spring Festival holiday, there was a shortage of parts supply for Ideal Automobile, resulting in its production being affected. In this regard, Ideal Car is taking more measures to ensure the supply of its parts to ensure production as much as possible and shorten the waiting period for users to pick up the car.
As of the end of February, Ideal Auto has a total of 220 retail centers in 105 cities across the country, while it has 279 after-sales maintenance centers and authorized sheet metal spray centers in 204 cities.
Xiaopeng Automobile's total deliveries in February were 6,225 units, up 180% year-on-year and down 51.83% month-on-month. In terms of models, in February, the delivery volume of Xiaopeng P7 was 3537 units, an increase of 151% year-on-year, and the Xiaopeng P5 and Xiaopeng G3 series delivered 2059 units and 629 units respectively. Xiaopeng Automobile explained that during the Spring Festival holiday from the end of January to February, Xiaopeng Automobile carried out a technical transformation of the Zhaoqing base, and in mid-February, it has fully resumed production as planned, and higher production efficiency will help accelerate the delivery of a large number of orders in hand.
In addition, in February, Xiaopeng Automobile's smart home car product Xiaopeng P5 ushered in the first large version of OTA, opening the VPA-L cross-floor parking lot memory parking function. In terms of globalization strategy, Xiaopeng Automobile introduced a new retail model of "direct operation + authorization", and in February, Xiaopeng Automobile opened a direct-operated experience store in Sweden and officially signed a contract with the European head dealer group.
The cumulative delivery volume of 12,453 units reached 2,916 units in February, and the global flagship store of Extreme Kr Center was officially opened in Shanghai. Extreme Kr said that it will accelerate the layout of offline contacts, and by the end of 2022, it is expected that there will be more than 300 extreme Kr stores nationwide. In terms of charging services, Extreme Kr has laid out the self-built stations of Extreme Kr Energy in 19 cities across the country, the third-party charging stations accessed cover 331 cities across the country, the electrode delivery charging has been capped in 30 cities, the charging vehicle has been laid out in 6 cities, and the home charging installation service has served car owners in 274 cities.
In addition, In February, Extreme Kr pushed ZEEKR OS 1.1.1 to users, which is the first major vehicle OTA upgrade since the delivery of The Kr 001, involving 34 ECU units. The upgrade includes active interaction of seat memory, automatic window lift function for locking the car, manual control switching of electric doors, etc.
Zero-run cars delivered 3,435 vehicles in February, up 447% year-on-year and down 57.51% month-on-month. In addition, on February 25, Zero Run Auto released Zero Run C01 in Beijing. Zero-run C01 is the first mass-produced model equipped with CTC battery technology, with 3 seconds and 000%, 5-meter long and 700-kilometer long range.
In addition to the above companies, Weilai, GAC Aeg and Nezha Automobile also announced the february delivery data. In February, NIO delivered 6,131 new cars, up 9.9% year-on-year and down 36.48% month-on-month, AND HAS delivered 182853 vehicles, and its self-driving flagship sedan ET7 will begin delivery on March 28. GAC Aeon sold 8,526 units in February, up 163% year-on-year and down 46.82% month-on-month, and from January 31 to February 14, the Aeon plant completed the second phase of capacity expansion. Nezha Automobile delivered 7,117 units in February, an increase of 255% year-on-year and a 35.35% month-on-month decline.
Ideal announced its 2021 financial report, and its revenue increased by nearly 2 times year-on-year
Recently, Ideal Auto (02015. HK) announced unaudited consolidated results for the fourth quarter and full year of 2021. In 2021, Ideal Automobile achieved operating income of 27.010 billion yuan, an increase of 185.6% year-on-year, of which vehicle sales revenue was 26.13 billion yuan, an increase of 181.5% year-on-year; gross profit was 5.76 billion yuan, an increase of 271.9% year-on-year; gross profit margin was 21.3%, an increase of 4.9 percentage points over 2020; and R&D expenditure was 3.286 billion yuan, an increase of 198.8% over 2020.
Among them, in the fourth quarter of 2021, Ideal Automobile achieved operating income of 10.62 billion yuan, an increase of 156.1% year-on-year, of which vehicle sales revenue was 10.38 billion yuan, an increase of 155.7% year-on-year, and an increase of 40.5% over the third quarter. In the fourth quarter, the gross profit margin of Ideal Automobile was 22.4%, an increase of 4.9 percentage points year-on-year and a decrease of 0.9 percentage points from the previous quarter, of which the gross profit margin of the vehicle was 22.3%, an increase of 5.2 percentage points year-on-year and 1.2 percentage points from the previous quarter.
According to the announcement, Ideal Auto expects to deliver 30,000 to 32,000 vehicles in the first quarter of 2022, an increase of 138.5% to 154.4% year-on-year, and achieve revenue of 8.84 billion yuan to 9.43 billion yuan, an increase of 147.2% to 163.7% year-on-year.
In terms of models, in December 2021, Ideal Auto launched NOA and visual fusion AEB functions on the 2021 Ideal ONE, becoming the third automaker in the world to be able to develop NOA in its entirety. At the same time, in recent third-party AEB tests, the Ideal ONE ranked first and is the only review model that can accurately identify lateral vehicles and two-wheelers. In addition, Ideal Is expected to launch its second model in the second quarter of 2022, which is a full-size luxury range extender electric SUV equipped with a next-generation extender electric powertrain, a new smart cockpit and intelligent driving technology.
In terms of production bases, in October 2021, the Beijing manufacturing base of Ideal Automobile officially started construction and is scheduled to be put into operation in 2023. According to the announcement of Ideal Auto, the Beijing base will become an important luxury electric vehicle manufacturing base to help it further improve its product lineup. In November, Ideal Automobile acquired a 100% stake in Changzhou Chehejin Standard Factory Construction Co., Ltd. from Changzhou Wunan New Energy Automobile Investment Co., Ltd., further strengthening its control over the Changzhou manufacturing base. In December, Ideal Automobile signed a strategic cooperation framework agreement with the Chongqing Municipal Government to build a Chongqing manufacturing base in Chongqing Liangjiang New Area.
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