With the explosive growth of China's new energy vehicle market in 2021, the excellent development prospects of the new energy vehicle market can be seen for all to see. At the beginning of 2022, both the Association of Automobile Manufacturers and the China Automobile Association have made favorable estimates for the new energy vehicle market, of which the Association estimates that the scale of new energy passenger vehicles can reach 5.5 million in 2022, and the China Automobile Association estimates that it can reach 5 million.
Although the specific data estimated by the two institutions is different, it is a significant increase in the base plate of 2.99 million vehicles in 2021, which means that China's new energy vehicle market will continue to develop rapidly. So, the second month of 2022 has ended, how are the performance of the new car manufacturers?
Since there are only 28 days in February, the delivery data of the new forces in February showed a decline of at least 30%, taking into account factors such as the Spring Festival holiday and the supply of raw materials. But the bright spots remain. The first is that Ideal once again came out on top with 8,414 new car-making forces; secondly, Nezha jumped from third to second place in January with 7,117 deliveries, beating Weilai and Xiaopeng, while the latter ranked third and fourth with 6,225 and 6,131 vehicles, respectively.
Looking at the ideal first, compared with January, it fell by 31% month-on-month, the smallest decline among the new forces. The reason for the decline is nothing more than the above-mentioned Spring Festival holiday and the shortage of spare parts and components of the environmental factors, at the same time, the ideal of the production base in Changzhou, Jiangsu Province, is also particularly affected by the epidemic in Suzhou in February, so the ideal 31% decline is mainly caused by objective factors.
Horizontally, the ideal delivery volume increased by 266% year-on-year compared with 2021, a rapid growth. Since then, it can be clearly seen that although the number of deliveries will decline due to the interference of stage factors for a short time, in the long run, the ideal has actually entered the stage of stable delivery, at this time, the vision of the new forces represented by the ideal has expanded from obtaining market orders to ensuring delivery. Therefore, Shen Yanan, co-founder and president of Ideal Automobile, said in particular when announcing the delivery data: "Ideal Automobile takes more measures to ensure the supply of parts, ensure production as much as possible, and shorten the waiting cycle for users to pick up the car." ”
It is worth mentioning that the ideal that was once known as "one product to hit the world" is now planning to officially launch a second product. According to ideal's official announcement, ideal's second SUV product is officially named ideal L9 and will be officially unveiled at the Beijing Auto Show. Although the spy photos about this car have been exposed by the media many times before, with the official announcement officially released, the ideal will also end the single product era and enter the era of combined product marketing.
As for whether this product can bring a strong product appeal like the ideal ONE after it is launched, it will test the ideal systematized brand marketing strength. After all, the most competitive selling point of the ideal ONE, the range extender power, has begun to be installed in more and more new energy vehicles. The upcoming ideal L9 needs a distinctive logo that can distinguish it from other models in order to avoid being lost in the increasingly crowded new energy market.
Interestingly, the next to use the range extender power as a unique highlight is Nezha, who ranks second in the delivery volume ranking. Nezha plans to officially launch a new car Nezha S at the end of this year, which has both pure electricity and extended range versions, which is based on the development of Nezha's self-developed intelligent safety car platform Shanhai platform, which is considered to be a product of Nezha to launch an impact on the high-end market.
Previously, the two models Nezha U Pro and Nezha V models on sale were in the 150,000 and 70,000 classes respectively. Due to the relatively low-end market it faces, Nezha's product strength is also different from other new forces. Therefore, for the upcoming Nezha S, it is also placed high hopes on Nezha internally. The co-founder and CEO of Nezha Automobile once said: "Through Nezha S, we have completely reversed everyone's original technical impression of Nezha Automobile, so that everyone thinks that Nezha is a company with technology." ”
Judging from the relevant configuration of Nezha S released to the public at present, whether it is the mileage or the intelligent configuration, it is indeed more capable of playing in the new energy market than the previous products. Who knows whether Nezha, who has now achieved the transcendence of "Xiao Wei" in terms of quantity, will be able to sit on an equal footing in terms of quality in the future? At least Nezha proposed to use Nezha S to achieve the goal of "one generation of equalization".
Compared with the ideal and Nezha's riveting strength to rush forward, Xiaopeng's February chose to stop. In February, Xiaopeng renovated the Zhaoqing factory, and for this reason, the delivery ranking also fell from the first to the third. With the renovated factory put into operation and the supply chain crisis gradually lifted, Xiaopeng's delivery volume is expected to return to normal levels in March.
According to the data released by Xiaopeng on the official website, xiaopeng Zhaoqing, Guangzhou and Wuhan now have three intelligent intelligent manufacturing production bases, with a peak annual production capacity of 500,000 vehicles. For Xiaopeng, which has set an annual delivery target of 250,000 in 2022, the current production capacity of the factory is more than enough.
Although the number of deliveries in February ranked fourth, for Weilai, which is positioned in the high-end market, the rise and fall of the delivery list can no longer fully reflect its real product strength. Take the previously announced 2020 financial report, in 2020, WEILAI delivered 43,728 vehicles throughout the year, corresponding to a revenue of 16.258 billion yuan. In contrast, Nezha, which delivered more than one-third of Weilai, delivered 15,091 vehicles that year, corresponding to a revenue of 1.297 billion yuan. Weilai is more powerful in earning power.
In February, in addition to factors such as the Spring Festival, which is an objective factor, NIO also reserved part of its production capacity for the NIO ET7, which opened delivery at the end of March. In addition, this year, THERA ES8, ES6 and EC6 models on sale will also usher in product upgrades. Perhaps, like the ideal, in such a solid product year, it will become a key year for whether its sales volume and brand strength can be further advanced.