Speaking of new car-making forces, "Wei Xiaoli" designated as the three most topical car companies. On the one hand, it is because these three leaders are more dare to say that they bring their own traffic; on the other hand, because these three car companies have successfully listed in the United States. However, in the recent past, ideal cars among the three brothers have encountered a trouble: the U.S. Securities and Exchange Commission (SEC) has added companies such as ideal cars to the "pre-delisting" list, which is also the first new chinese-listed car company to be included in the "pre-delisting list".
After the incident fermented, ideal cars officially responded, "Being included is not equivalent to delisting in the United States." He also said, "As a company that is responsible for investors, it has been actively looking for solutions and actively cooperating with the work related to the audit working papers in accordance with domestic and foreign regulatory requirements." But just in case, Ideal Car gave a suggestion. That is, the ideal has completed the main listing in Hong Kong, the shares of the two places can be exchanged, US stock investors can be converted to hold in Hong Kong at any time, and the listing status of the main listing in Hong Kong will not be affected by the relevant supervision of the US stock market.
From the reply given by the ideal car official, the anxiety can be clearly felt. After all, Xiaopeng and Weilai do not have such troubles at present, and as the only one of the three brothers who has not officially launched a pure electric model, it is obviously unrealistic to say that there is no panic. In addition, according to the data, the net profit attributable to the mother in the 2021 fiscal year of Ideal Automobile was -321 million yuan, an increase of 59.41% year-on-year. So the question is, how did the ideal car perform last year?
"Wei Xiaoli" three financial reports comparison, what level of ideal car?
First of all, compared with the delivery volume, "Wei Xiaoli" has maintained an upward trend, although the annual delivery volume has not exceeded 100,000 vehicles, but it is also far from this value. Among them, Xiaopeng Automobile delivered 98,200 vehicles in 2021, WEILAI Automobile delivered 91,400 vehicles, and Ideal Automobile delivered 90,500 vehicles. Ideal ranked third, and in the eyes of industry veterans, this may be related to the fact that Ideal Car has only one model, Ideal ONE.
Secondly, in terms of gross profit margin, the performance of "Wei Xiaoli" in 2021 has increased significantly compared with 2020. Specifically, in 2021, the gross profit margin of Weilai and the ideal car will exceed 20%, and the difference between the two is not much, which may be related to the higher price of the vehicle. It can be said that the ideal has indeed captured the dividends of the rise of new energy, especially the acceleration performance of the overtaking of independent car companies in curves, which is directly reflected in the jump in the brand class. However, the ideal is less than other new car-making forces, especially the lack of pure electric models. In this regard, some industry veterans are worried that when the ideal pure electric vehicle is listed, can it still maintain the status of the ideal ONE at this stage?
In addition, we also want to talk about R&D investment. You know, most of us think that the new energy vehicle companies think that the technology content is relatively high, that is, it is more intelligent. But the so-called intelligent, high-tech is not blown out by PPT, but really needs real money and silver investment. Referring to Huawei, which attaches great importance to research and development, the R&D investment in 2021 will reach 142.7 billion yuan! And back to the side of the new car-making forces, Weilai invested 4.592 billion yuan in research and development in 2021, Xiaopeng Automobile invested 4.11 billion yuan in research and development in 2021, and the research and development investment of the ideal car was the lowest, only 3.29 billion yuan (the ideal Li wanted to have the most classic line: TMD, a bunch of stinky technology, every day rushed us BB, I don't know if it is because of this reason, so the investment in technology research and development is not as good as the other two), although compared with 1.1 billion yuan in 2020, an increase of 198.8% year-on-year, But for the pure electric models or subversive new technologies that investors most want to see, there is no emergence.
With negative news, is it ideal to turn around in 2022?
Although the new forces of car-making have shouldered more hot topics in the automotive industry, compared with Weilai and Xiaopeng, ideal cars have more controversial topics. However, in addition to the product itself, it is also inseparable from the "credit" of Li Xiang, the founder of Ideal Auto.
For example, in 2021, the "ideal car mercury incident" that is very lively on the Internet, some car owners exposed their ideal ONE seats with mercury substances. However, the owner of the ideal ONE does not intend to use this to blackmail the ideal car. However, what is surprising is that Li Xiang, as the ideal automobile flag figure, chose to directly throw the pot, not only instead of the relevant institutions to give the speculation of "poisoning". There is even a direct "curse" on the Internet: "The people and media who spread rumors about us with mercury wish you mercury in your blood and mercury in your brains!"
In addition to "cursing" kung fu, Li Xiang also likes to take care of other people's affairs. At the beginning of this year, the well-known domestic automobile trading platform Tuanche Network officially announced, "I will also build a car." Not to mention whether everyone should express their support, even if you are silent, but Li wants to directly open the "mouth cannon mode", saying that tuanche network car manufacturing is "refreshing the bottom line of entrepreneurs!" However, compared with Li Zong's righteous indignation, netizens have opened the mockery mode, and some say that the ideal is "to laugh at a hundred steps with fifty steps" and "half a pound to laugh at eight or two". Some netizens even questioned, "Why can we build cars for forums, and we can't build cars if we do group buying?" “
Of course, just when Li wanted to mock others for building cars, his ideal ONE was exposed by a media to the phenomenon of oil leakage of the range extender. The thing is, a media specially made a disassembly video about the ideal ONE after the 100,000-kilometer long test. In the video, we can see that the code name "DAM12TD" 1.2T three-cylinder range extender produced by Dongan Power has a more serious oil leakage phenomenon, not only the oil leakage on the one side of the cylinder gas, but even the entire cylinder body is infiltrated around, and there is also accumulated oil sludge on the surface of the cylinder, which shows the seriousness of the oil leakage problem.
If the 100,000-kilometer-long measurement is to push the ideal ONE off the altar, then the Chengfopo incident is a landmark event that beats the ideal ONE back to its original shape. "Chengfopo" is a sharp bending ramp located in Shimen County, Changde City, Hunan Province, and many drivers hope to conquer Chengfopo. There is an ideal ONE owner who has the same expectations, but not only did the climb fail to succeed, but also because of a rupture somewhere in the body and a "unknown liquid" flowed. This matter also quickly fermented on the Internet, and the public relations team of Ideal Automobile did not know whether it was too slow to react, anyway, it was intended to make up for it, but found that it was too late.
A new round of competition has begun, where is the ideal car road?
In 2022, the new energy battlefield will be upgraded again. In our view, this year's new car-making forces will encounter a comprehensive counterattack from traditional car companies, especially many traditional car companies not only personally fight hand-to-hand, but also set up some independent sub-brands to cooperate. For example, not long ago, outside a hotel, we saw the Avita 11 real car, which looks quite eye-catching. In this way, it is bound to cause a situation of chaos.
As the three major bearers of the new forces, "Wei Xiaoli" shoulders a heavy burden. In order to cope with this situation, Xiaopeng Automobile, which focuses on intelligence, particularly emphasizes the need to "improve the comprehensive system capabilities, including brand, market, sales, after-sales service, delivery, etc." And insisted on "playing out product differentiation." In fact, Xiaopeng Automobile has indeed achieved good results in the field of automatic driving, so when everyone mentions Xiaopeng, they will always think of the labels of intelligence and automatic driving.
Weilai Automobile continues to focus on power replacement. According to official data, as of March 23, 2022, WEILAI has built 865 substations, of which 228 are distributed on the high speed, which means that it will become more convenient to drive electric vehicles on the high speed. In addition, NIO has also built 709 supercharging stations and 677 mesh charging stations. You know, as a new energy car owner, the most headache problem is charging, and Weilai has captured the user's mind very well.
On the other hand, the ideal car side chose to release the ideal L9 positioning large SUV in the second quarter of this year. It is not difficult to see from the product positioning that the ideal intends to continue to take the route of large space SUVs, and still continues to bet on the extender layout. These two points are precisely the keys to the ideal car to be among the top three. But the problem is that the large SUV market is relatively unfamiliar to the ideal, and everyone actually prefers to see the ideal first pure electric model. But from the perspective of the ideal L9 product, the ideal is more focused on the present, and this idea can be said to be quite scary. Thinking of danger in times of peace should be considered by large enterprises at all times, and I don't know how long the ideal plans to fall behind?
Write at the end
It may be more appropriate to use "a chicken feather" to describe the ideal car, after all, who can imagine that the ideal of having a considerable advantage itself is now more likely to become the first one left behind in "Wei Xiaoli". In fact, in the choice of the road of extended range, although the ideal is not wrong, if a road goes black, it is challenging the confidence of investors.
Moreover, with the rise of new forces like AITO with Huawei background, the pressure on ideals will increase day by day. After all, in addition to the large space and the ability to get a green card, it seems that it is difficult to pick out the advantages of the ideal car. So the question is, in everyone's eyes, what are the advantages of the ideal car? Leave a comment in the comments section to discuss the wave!