The pattern of new forces in car-making has changed, and "Ai Xiaowei" has officially launched

In recent years, the domestic car-making new power brands, after the baptism of time and the industry's multiple rounds of reshuffling, the market environment is much more stable and healthy than the initial situation of "a hundred companies together".

However, factors such as the continuous decline in subsidies, the rise in premiums for new energy models and the rise in raw material prices have indeed brought a lot of pressure to the new car-making brands.

But despite this, the major new power brands have maintained the trend of increasing sales. Just entered April, the new car-making forces were also the first to release the delivery data for March. An interesting point is that the market pattern of "Wei Xiaoli" has been broken.

Mixed reform is steadily advancing

We all know that in the past, when it comes to new car-making forces, "Wei Xiaoli" is widely known as the representative of the new car-making forces, whether it is the brand voice or the popularity of its models in the market, it is ranked first. However, according to the latest delivery data of new car-making forces, "Wei Xiaoli" has been successfully replaced by "Ai Xiaowei".

Exploring the fact that GAC Aean, the new car-making force that is the least like a "new force", can quietly and successfully surpass "Wei Xiaoli", the reason behind it is inseparable from the brand's development strategy.

On the one hand, it has completed the capacity expansion and upgrading of the second phase of the factory in February, and the scale of production capacity has doubled to ensure supply security; on the other hand, it has benefited from the innovative play of Aeon in science and technology, products, channels, marketing and other aspects, especially the comprehensive innovation and change brought about by mixed reform.

At the end of August last year, GAC Aeon announced that it would carry out mixed reform, which was divided into three stages: the first stage was to complete the asset restructuring, the second stage was employee shareholding and the introduction of war investment, and the third stage was to choose the opportunity to enter the capital market. Less than 100 days after the announcement of the mixed reform, GAC Aeon completed the mixed ownership reform goals and employee equity incentives.

According to the latest announcement, GAC Aeon introduced three investors with state-owned backgrounds and implemented employee equity incentive plans through a non-public agreement to increase capital, raising a total of 2.566 billion yuan. Therefore, the road of mixed reform of GAC Aean is very smooth, and this year will fully complete the mixed reform and choose the opportunity to go public.

After gac aviation Aeon's future listing, it means that there is a new energy enterprise in the capital market, and being able to enter the capital market is also a manifestation of strength.

It is understood that Feng Xingya, general manager of GAC Group, said at the media communication meeting held not long ago that gagac aan's goal of mixed reform is at least to turn the current "Wei Xiaoli" into "EXiaowei", and the advantage that E-an has is traditional car-making technology, which is also not available to many new forces. The quality of Aeon car is also very reliable, whether it is handling, comfort, quality, durability is well known in new energy vehicles.

This is also the main reason why Aeon can kill a "blood road" in so many new energy vehicles, and sales continue to grow. On the other hand, compared with Internet companies, Eian should sprint through this mixed reform and the operation of capital to be intelligent and intelligently connected.

"Ai Xiaowei" is online

Back to the sales level, GAC Aeon has indeed done "Wei Xiaoli" into "Ai Xiaowei". According to the delivery data in March, GAC Aean's delivery volume has surpassed the representatives of new forces that have previously ranked top leaders such as Xiaopeng, Ideal, and Weilai. Aeon's sales in March reached 20,317 units, a sharp increase of 189% year-on-year, which is the first car company in the new power camp to cross the 2w+ threshold, which can be said to be another important milestone.

In terms of cumulative deliveries from January to March this year, GAC Aeon's delivery volume reached 44,874 vehicles, which is a big gap with Xiaopeng Automobile, which ranks second. The cumulative delivery volume of Xiaopeng Automobile from January to March was 34,561 units, and the gap is obvious.

At present, AIONY, AIONSPlus and AIONVPlus under GAC Aegean are already the top models in the corresponding market segments, firmly occupying the market of 150,000-250,000 yuan. The renewal of AIONLXPlus at the beginning of the year also further enriched and improved AEAN's product matrix. After the completion of the capacity expansion, Aeon has rapidly achieved a breakthrough in the volume of sales, and will have stronger growth potential in the face of the subsequent sales explosion of the new energy vehicle market.

Of course, according to the specific delivery data released by new car-making forces such as Xiaopeng, Ideal and Weilai, every car company has a common feature, that is, steady progress.

Specifically, Xiaopeng Automobile delivered a total of 15,424 vehicles in March, an increase of 148% month-on-month and a year-on-year increase of 202%. Cumulative deliveries in the first quarter reached 34,561 units, 2.6 times the same period last year. It is worth mentioning that this is also the third consecutive month that Xiaopeng Automobile has achieved sales of more than 10,000. In addition, according to official sources, Xiaopeng Automobile completed the technical transformation of the Zhaoqing plant during the Spring Festival, which also provided a guarantee for the delivery in the second quarter.

Ideal Cars delivered 11,034 Ideal ONE units in March, up 125.2% year-on-year. However, it was surpassed by Nezha Automobile in the ranking, and Nezha Automobile delivered 12,026 units in March, an increase of 270% year-on-year. Today, the ideal car that supports the brand's entire sales volume with only one car is in a somewhat weak state. After the listing of the ideal L9, this state may be able to change.

As for NIO, it delivered 9,985 new vehicles in March, up 37.6% year-on-year. In the first quarter of 2022, NIO delivered 25,768 new vehicles, an increase of 28.5% year-on-year, and positive growth for eight consecutive quarters. For Weilai Automobile, the sales growth has slowed down significantly, and it is no longer the top position in the ranking list of new car-making forces. However, the price of models with a reference brand of more than 300,000 yuan obviously limits the target group, so sales will not have a large leap.

summary

Overall, with the rise of market demand for new energy vehicles, industry competition will become more and more intense. Nowadays, the domestic new energy vehicle market and the major new car-making forces, after a round of major reshuffles, the car companies that have been successfully left behind have gradually cultivated into "steel and iron bones" and successfully entered the next round of competition.

The new new power pattern formed by replacing "E Xiaowei" with "Wei Xiaoli" has once again verified that if any brand wants to succeed and want to go further, it is not feasible to rely on fancy packaging alone, and it needs to be stable and steady on the basis of having core technical strength. Gac Aeon itself has enough technical accumulation in car-making technology, so the official launch of "Ai Xiaowei" also verifies the fruitful results of the brand's continuous progress.