The challenge is behind
In March, new forces have announced the delivery volume, "rising" sound, does it mean that this year has been a long rainbow?
Xiaopeng won the championship, and Nezha rushed into the TOP 2
Xiaopeng delivered 15,414 new cars in March, an increase of 202% year-on-year, and the cumulative delivery volume from January to March was 34,561 units, an increase of 159% year-on-year, locking the list of champions.
Xiaopeng Automobile took the lead, mainly because the Xiaopeng P7 car sold too well and the Zhaoqing factory successfully upgraded its production capacity. Some time ago, the "100,000th P7" off-line ceremony was just held, and in March, the P7 delivery in a single month has exceeded 9,000 units.
The market of P7 card slots is at 200,000-300,000 yuan, home car positioning, direct competitors include Tesla Model 3 and BYD Han. Facts have proved that the upper limit of the capacity of this market is relatively large, and it is not a "winner-take-all" situation, multiple products, can be divided into the market cake, so Model 3, Han, P7 have achieved their own satisfactory sales results.
From the information disclosed in the financial report, it can be seen that the most difficult thing about Xiaopeng Automobile at present is how to improve the gross profit margin? The more you sell, the more you lose, it's not sustainable. Therefore, Xiaopeng must go to the more expensive market to "race the ground", and the mission of P9 is very important.
Nezha delivered 12,026 vehicles in March, an increase of 270% year-on-year, entering the TOP 2; the cumulative delivery volume from January to March exceeded 30,000 vehicles, entering the TOP 3.
The pattern of the first echelon of "Wei Xiaoli" was first broken by Nezha. In March, it exceeded 10,000, ranking second on the list again, and it is indeed a dark horse.
"Killer" without him, that is, the product is cheap and cost-effective.
Nezha V is an electric car within 100,000, while Nezha U is also concentrated below 150,000. However, the biggest problem facing electric cars is that users are mostly "price-sensitive", and this time due to the price increase of battery raw materials, the price is raised, and it is very likely to dissuade some users.
Due to the accumulation of orders, March may not show an impact, but it is difficult to say in the next few months. Of course, this is a common problem faced by the entire electric vehicle industry.
Nezha is also actively promoting its new car Nezha S. It is a sedan that is expected to be pre-sold at the Beijing Auto Show and delivered in the fourth quarter.
Ideal, zero run, all exceed 10,000
Ideal March deliveries were 11,034 units, up 125% year-on-year and ranked third on the list.
In fact, looking back on February, Ideal also won the championship. Coming to March, being overtaken by Xiao Peng and Nezha, the ideal may not be alarming.
After all, still relying on the ideal ONE car to "hit the world", the actual delivery volume, basically follow the production capacity.
As a range extender car, the ideal ONE comes with a 40.5kWh battery, and in this wave of price increases, it also announced a price increase of 11,800 yuan. It can only be said that the ideal car that can most "cut" the cost must also transfer the rising cost to the end market.
At a price of more than 300,000 yuan, users are less sensitive to price and have a relatively small impact. Ideal Auto is currently more worried about the epidemic in the Yangtze River Delta region, whether it has a deeper impact on its parts supply, and whether the process of Ideal L9 will have a deeper impact.
You know, part of the supply chain of ideal car is in Shanghai, and some R & D personnel are also in Shanghai.
Zero run in March is more ferocious, the first time to break 10,000, but also for the first time more than Weilai Automobile, the specific delivery of 10,059 vehicles, an increase of more than 900% year-on-year.
And Nezha's route is basically the same, zero running also relies on electric cars to attack the market, and T03 within 100,000 is still the main force.
The faster and more releasing zero-run action is the C11 car. It is reported that in 2021, Zero Run has about 22,000 C11 orders, delivered about 4,000 vehicles last year, leaving as many as 18,000 vehicles for this year.
This year, there is also a zero-run C01 on the market, positioned in a pure electric large and medium-sized sedan. This brand is worth paying attention to in the follow-up.
Weilai, relatively backward
NIO delivered 9,985 units in March, up 38% year-on-year. Although the "up" sound continued, the ranking slipped to fifth.
You said weilai had a big problem? Not really. After all, the average price is more than 400,000, the market space is already limited, other brands are too fast in sales, and Weilai is relatively backward, which is actually not surprising.
However, Weilai does have its own difficult scriptures.
More than 400,000, more and more competitors. In addition to Xiaopeng and ideal plans to invest in corresponding products, the electrification transformation of BBA luxury brands is also very fast, and they will compete here, including some subsequent electric brands, and there are also high-end entry actions.
Weilai's new series of products, such as ET7, ET5, ES7, have been listed and delivered, but still have not released sales, this "empty window period" is a bit long.
Next, what Weilai has to do is to expand the potential market capacity, whether it is to add new models or expand cheap brands. At least, with the current sales scale, it is still a lot of distance from real profitability.
Sales are not for the list to see, and it is of practical significance to its financial performance.
Write at the end
This year is a year of "mixed feelings". Favorable factors, such as subsidy countdown, rising oil prices, and the increase in public favorability of electric vehicles; there are also negative factors, such as raw material prices, chip shortages, and terminal prices.
The "rising" sound in March does not mean that this year has been a long rainbow. The impact of negative factors on sales will be apparent in the next few months, but the overall uncertainty will not be eliminated.
The author of this article is Kick Car Gang Cao An