Under the "internal and external troubles", the new power structure is being reshaped

With the maturity of market rules, the continuous rise of automobile sales, and the improvement of market penetration, the status quo of the new energy automobile industry has also begun to give birth to a more diversified situation, the original pattern is being broken, and the reshaping is also quietly coming in the undercurrent.

Xiaopeng won the championship, and the zero run broke through 10,000 for the first time

At the beginning of April, the new force car companies still announced the sales volume of the previous month as early as usual, and from the delivery volume in March and the cumulative delivery in the first quarter of 2022, the original market pattern has gradually undergone new changes, and the variety of people has become a new situation for the new force car companies.

According to the delivery volume of car companies, Xiaopeng won the championship in March, followed by Nezha and Ideal, and the first echelon of "Wei Xiaoli", which was broken since October last year, is still changing. Among them, Xiaopeng continued its position of accumulated sales in 2021, and continued to lead in deliveries in March and the first quarter. Specifically, in March, Xiaopeng achieved 15,414 deliveries, an increase of 148% month-on-month and an increase of 202% year-on-year, of which the single monthly delivery of P7 exceeded 9,000 vehicles, setting a new record for the delivery of pure electric models of the new forces.

Xiaopeng was followed by the previous Nezha and Ideal, ranking second and third with deliveries of 12,026 and 11,034 vehicles, respectively. In fact, since the second half of last year, Nezha has repeatedly advanced into the top three deliveries of new forces, and in the first quarter of this year, it also ranked in the top three with a delivery volume of 30,000+, which is a benchmark enterprise that has grown up in the second echelon. In addition to Nezha, the rise of new forces car companies is also zero-run cars, in March, zero-run delivery for the first time exceeded 10,000 vehicles, surpassing Weilai, ranking fourth in the sales volume of new forces.

Weilai, which was overtaken, was the only brand in the top five camps that did not deliver more than 10,000, and in the case of explosive growth in the growth of friendly business, Weilai began to slow down. In addition to Weilai, in the original top three camps, there are also ideal cars that slow down. In March, although the ideal car stabilized the top three positions, according to the month-on-month growth, the pace of the ideal car also began to slow down compared with the month-on-month growth rate of 31.1% month-on-month and the growth rate of 60% + to 190% + of its peers.

Overall data point of view, the four new force car companies that broke through the tens of thousands of people still show a good momentum, and the new energy price increase that began in March has not yet affected the delivery of various car companies, mainly because most of the vehicles delivered in March are orders around the Spring Festival, but how long the status quo can be maintained We have no way of knowing.

Competition is gradually intensifying, and the reshuffle of new forces is a foregone conclusion

With the increase in price, the sales volume of new power car companies will inevitably be further affected. As we mentioned before, the price increase is a precursor to a new round of reshuffle for the new energy automobile industry. When the consequences of this round of price increases appear, that is, from the second half of this year, the fluctuation of sales of car companies is almost a foregone conclusion.

In addition to the overall price increase, the internal volume of new force car companies is also intensifying. From the delivery volume in March, we can see that the average performance of the first echelon car companies is constantly improving. Once a new force car company, want to mix to the first echelon, the monthly delivery volume stabilized at about 10,000 basically stabilized. With the growth of the market, from the perspective of deliveries in March, the threshold of new forces head enterprises is constantly rising, and the monthly delivery volume of 15,000 has become the foundation. The overall growth of industry sales also puts forward higher requirements for car companies, which is a further driving force for new forces, and can also become the last straw to overwhelm some of these brands.

Under the intensification of "internal worries", the "external troubles" of new forces also exist. With the rise of new energy, the transformation of traditional car companies is accelerating. With the gradual completion of the turnaround of the giants, the first-mover advantage left for the new forces car companies has been exhausted. From the data point of view, the delivery of new energy vehicles by the traditional giant BYD exceeded the 100,000 mark in March, and Aian also led the new forces car companies with a delivery volume of 20,000 +, and the gap between the new force car companies is further widening.

In addition, in addition to sales, traditional new energy brands are also looking for more growth points to make up for the gap with new forces. For example, in the context of rising sales, GAC Aeon is also looking for favors in the capital market. After the completion of the mixed reform, Aeon's IPO listing is just around the corner, according to the forecast of many institutions, it has given GAC E-An about 16 times the price-earnings ratio, and the overall valuation is about 200 billion.

In the second half of this year, a number of traditional car companies, including Geely and Changan, have released new energy vehicles, and the phenomenon of one car company including low-end, terminal, high-end and other multi-field models is not uncommon. Vehicle deliveries of brands such as Extreme Krypton, Extreme Fox and Lantu are also gradually growing steadily. Judging from the Data in March, Lantu achieved 1,400 deliveries in March, an increase of 89% month-on-month, and performed well among high-end models of new energy.

Write at the end:

In March, the delivery results of the new power brands have all been released, and from the data, the turbulent pattern that began in the second half of last year continued into the first quarter of this year, and even to a greater extent. Zero-run cars broke through the five-digit figure for the first time, Nezha stabilized the top three, Weilai's growth rate slowed down, and the rise and loneliness are alternately staged. After the impact of this wave of price increases in the second half of the year, coupled with "internal and external troubles", the reshaping of new power car companies in 2022 will also enter a new situation, whether to stay or banish, the future road of new force car companies will become more and more difficult.