Source of this article: Times Finance Author: Li Zhuoling
On April 1, the report card of the new power car company in March was released.
Compared with the sharp decline in February, the number of deliveries of new force car companies in March picked up significantly, including 5 car companies including Ian, Xiaopeng, Nezha, Ideal and Zero Run Automobile, which achieved more than 10,000 yuan and showed a year-on-year doubling increase.
At the same time, the new power ranking war is also intensifying. The Aeon brand, which was born out of gazc group and has achieved independent operation, performed strongly, not only taking the lead in crossing the "2w+" threshold, but also breaking Wei Xiaoli's leading position with the sales performance of 20317 units. The zero-run car has become a "dark horse", and the monthly delivery volume has exceeded the 10,000 mark for the first time.
Image source/network intrusion and deletion Please contact the March ranking battle freeze frame "Ai Xiao Which"
Behind the challenge of "lack of core and less electricity" in the industry, the new force car companies performed firmly in March.
From the ranking point of view, among the car companies that have disclosed sales data, Aeon ranks first with the sales performance of 20317 vehicles, followed by Xiaopeng, Nezha and Ideal, with deliveries of 15414 vehicles, 12026 vehicles and 11034 vehicles respectively. Zero-run ranked among the "10,000-vehicle club" for the first time, squeezing into the top five with a delivery of 10,059 vehicles.
March 2022 some new forces car companies sales statistics chart Source / Times Finance system
Times Finance learned from Eian that the rapid breakthrough in its sales volume is, on the one hand, it has completed the expansion and upgrading of the factory's production capacity in February, doubling the scale of production capacity to ensure supply security; on the other hand, it benefits from its new play methods in technology, products, channels, marketing and other aspects, especially the innovation and change brought about by mixed reform.
On the 17th of last month, GAC Group announced that Aeon has completed a total of 2.566 billion yuan in financing. It is reported that after the completion of the implementation of the mixed reform, AEan will immediately start the A round of financing and the shareholding system reform. For the progress of financing, Feng Xingya, general manager of GAC Group, said at the 2021 performance communication meeting held on March 31 that there are many institutions interested in GAC Aan's A round of financing. In the future, E-an's goal is to turn "Wei Xiaoli" into "Ai Xiaowei" and become a leader.
In addition to Aehn, the performance of zero-run cars in March was also a highlight. According to the data, in March, zero-running cars delivered a total of 10,059 new cars, an increase of 193% month-on-month and a year-on-year increase of 263.1%. At present, the monthly delivery volume of zero running has increased by more than 200% year-on-year for 12 consecutive months.
The sharp increase in zero-running cars in the current month may be related to the release of previous orders. According to its Hong Kong stock listing prospectus submitted in March, as of December 31 last year, ZeroCar had received 22,536 orders for C11 models and completed the delivery of 3,965 units. As for the current sales share of C11 models and order volume, Times Finance also interviewed zero-run cars on April 1, but as of press time, there was no response.
For the strong performance of some new forces car companies in March, some industry insiders told Times Finance that in addition to being related to the impulse of car companies at the end of each quarter, it may also be related to the reverse marketing brought about by the price increase of new energy vehicles, which further stimulated the growth of orders and deliveries of new forces in March.
According to incomplete statistics from Times Finance, since the beginning of the year, more than 20 car companies have raised the price of nearly 50 new energy models under them, and the price increase ranges from 1% to 10%, ranging from less than 1,000 yuan to tens of thousands of yuan. In the last month, including Aean, Nezha, Xiaopeng, Zero Run, Ideal Automobile and other car companies have announced to join the "price increase army", of which, in addition to the ideal, the price adjustments of the four car companies have taken effect in March.
According to the price adjustment instructions released by Ideal Auto on March 23, the national unified retail price of Ideal ONE will be raised from the current 338,000 yuan to 349,800 yuan, an increase of 11,800 yuan. The price adjustment will take effect from 00:00 on the 1st of this month, and users who have paid the deposit before this month will not be affected by this price adjustment.
"Before the sales asked me several times, I loved to answer him, I did not expect to see the price increase information after I found that I was about to climb high, hurry to contact the home." On March 23, Wang Biao (pseudonym) told Times Finance that on the same day that the ideal official announced the price increase information, he immediately ordered an ideal ONE, which is expected to be delivered within 5-7 weeks after the order.
In line with the idea of "buying earlier and more preferential", the price increase not only did not "dissuade" consumers from buying new energy vehicles, but spawned a "rush to order" at the terminal. According to media reports, a number of new energy vehicle companies hit a record high in March orders.
Supply chain challenges still choke the throat of car companies?
Looking forward to the second quarter, chip shortages, batteries and other raw material prices are still plaguing many car companies.
On the 19th of last month, Li Xiang, CEO of Ideal Automobile, posted on the social platform, "At present, brands that have contracted with battery manufacturers to determine the price increase in the second quarter have basically announced price increases immediately." If there is no price increase, most of them have not yet been negotiated, and the price will generally increase immediately after waiting for the negotiation. The increase in battery costs in the second quarter was very outrageous. ”
At the same time, when the transcript was delivered in March, Shen Yanan, co-founder and president of Ideal Automobile, said, "Due to the impact of the epidemic in the Yangtze River Delta, the shortage of parts supply has affected production, and we are taking more measures to ensure the supply of parts, ensure production as much as possible, and shorten the waiting period for booking ideal ONE users to pick up the car." ”
Similarly, car companies including Weilai and Extreme Krypton are also "bitter chips for a long time". It is reported that Weilai has fallen out of the top three of the new forces delivery list for three consecutive months this year, and although its delivery volume in March increased by 37.6% year-on-year, it did not exceed 10,000, and only 9985 cars were delivered in March.
On March 25, Weilai founder Li Bin mentioned on the earnings call that the main challenge is in the supply of chips, he said that WEILAI needs about 1,000 chips per car, of which about 10% of the chips may face supply shortages or challenges from time to time. He also said that the shortage of chips is mainly some basic chips, and the company will use alternative materials or go to the spot market to buy to solve this problem.
At the same time, after the start of delivery in October last year, it took only 110 days to break 10,000 units of extreme krypton cars, and the hot sales momentum was also resisted by chip shortages, resulting in only 1,795 new cars delivered in March. In this regard, Extreme Kr Automobile said that under the supply chain dilemma faced by the whole industry, Extreme Kr has always maintained close communication with supply chain partners to ensure delivery. With the arrival of a new batch of core components at the end of March, it is expected that production and delivery will be significantly improved in April.
Ping An Securities Research Report shows that since the second half of 2020, there has been a "chip shortage" in the market, and automotive chips have been the most affected, and car companies have had to cut production on a large scale. In 2022, external shocks such as the epidemic and geopolitics still exist, the problem of insufficient production capacity of automotive chips has not been substantially alleviated, and the supply situation in the first quarter is still grim. Susquehanna data shows that the average global chip delivery time was extended to more than half a year in February, setting a new high. Among them, the shortage of MCUs and power chips is the most serious, and the supply of analog chips is also tight. In order to cope with the lack of cores, chip factories are increasing investment in vehicle-grade chip production capacity, car manufacturers are also considering reshaping the supply chain, it is expected that the lack of cores in the second half of 2022 will be alleviated, but the supply tension will continue until 2023.
However, although the supply chain pressure is still there, there are many new car companies in the new force, including Weilai, Ideal and other car companies will launch their heavy new cars. Times Finance learned from Weilai that its flagship sedan ET7 has begun delivery on March 28, and as of March 31, 163 units have been delivered. It is expected that in late May, NIO will release the 2022 ES8, ES6 and EC6 equipped with the latest smart cockpit hardware, as well as the existing user smart cockpit upgrade plan; the new large five-seat SUV ES7 born on the NT2 platform will also be released at the same time.
At the same time, Ideal Auto will release its flagship SUV for families on April 16, the Ideal L9. It is reported that the ideal L9 will use a fully self-developed extended range electric system, chassis control system and central domain controller.
"Judging from the delivery results in the first quarter, although it is affected by the decline in subsidies for new energy vehicles, the lack of cores, and the increase in vehicle prices caused by the rise in batteries, the domestic new energy vehicle market still maintains the momentum of rapid growth." It is believed that with the successive launch and delivery of new cars by related car companies in the second quarter, there are still great variables and new atmosphere in the new power pattern of car manufacturing. On April 2, a senior automotive industry analyst told Times Finance.