See a topic, plagued by multiple factors such as the rise of lithium battery raw materials, the story of domestic electric vehicles can not go down? Seeing such a discussion, the mood is extremely complicated and heavy, and I can't help but worry about the dilemma faced by new energy vehicles. On the first day of each month, the new car-making forces generally show their sales, and on the morning of May 1, only Extreme Krypton Automobile announced its April sales data early, and "Wei Xiaoli" chose to hide it.
Extreme Krypton Automobile delivered 2,137 vehicles in April, an increase of 19% month-on-month, ending a continuous month-on-month decline this year; the total number of deliveries this year reached 10,378 units, with a total of 16,385 units delivered since delivery. As a relatively young brand, Extreme Kr has a small burden and no ideological baggage, and with the lifting of restrictions on parts such as empty suspension, sales have gradually warmed up. On the contrary, Wei Xiaoli has to take into account more factors.
Until about five o'clock, Wei Xiaoli invariably released sales data, and major brands experienced different degrees of month-on-month decline, and Weilai and ideal sales were "waist chopped" month-on-month.
Weilai Automobile delivered 5,074 vehicles in April, down 28.56% year-on-year and 49.18% month-on-month, creating a new low in sales in the past six months. From January to April this year, the cumulative sales volume was 30,842 vehicles, an increase of 13.55% year-on-year, and as of the end of April 2022, NIO had delivered 197,912 electric vehicles.
Ideal Cars delivered 4,167 Ideal ONE units in April, down 24.77% year-on-year and 62.23% month-on-month, with sales in the month being just over one-third of January, the lowest sales since February last year; 35,883 Ideal ONEs were delivered from January to April, an increase of 98.05% year-on-year. Since delivery, the ideal ONE has delivered 159,971 vehicles.
Xiaopeng Automobile delivered 9,002 units in April, up 74.9% year-on-year and down 41.6% month-on-month. Among them, 3,714 units of the Xiaopeng P7 were delivered, 3,564 units of the Xiaopeng P5 and 1,724 units of the Xiaopeng G3 series were delivered. From January to April this year, a total of 43,563 units were delivered, an increase of 135.64% year-on-year. Since delivery, Xiaopeng has delivered nearly 180,000 vehicles.
Nezha Automobile delivered 8813 vehicles in April, an increase of 120% year-on-year, down 26.72% month-on-month, and so far Nezha has been a positive year-on-year growth for 22 consecutive months; from January to April this year, a total of 38965 vehicles were delivered, an increase of 240.07% year-on-year. So far, Nezha Automobile has achieved a year-on-year increase of 22 consecutive months since July 2020.
From the known April sales performance, Wei Xiaoli's performance is relatively bad, ideal and Weilai is to create a new low in sales this year, year-on-year and month-on-month double decline, Xiaopeng and Nezha although achieved year-on-year growth, but the month-on-month decline is also different degrees, Weilai temporarily with a total delivery of nearly 200,000 vehicles to lead the two. Nezha Automobile's sales in April are still second higher than Weilai and Ideal.
For the decline in sales, the observation ape has expected something in his mind, but he did not expect the decline to be so high. Wei Nezha Automobile fell by less than 30% month-on-month, Xiaopeng and Weilai fell by more than 40% month-on-month, the ideal was the most affected, the month-on-month decline of more than 60%, and sales fell to only more than 4,000 vehicles.
I believe that most people are already prepared for the decline in sales in April, both the rebound of the epidemic and the tests of supply chain, logistics and production.
First, WEILAI took the lead in sounding the alarm on April 9, claiming that "since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production, affected by this, Weilai vehicle production has been suspended." After that, the Great Wall tanks and others announced the suspension of production.
A few days later, He Xiaopeng, chairman of Xiaopeng Motors, said in a post, "If Shanghai and its surrounding supply chain companies cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop production in May." Subsequently, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, also agreed with He Xiaopeng's point of view.
Compared with traditional car companies, the new forces of car manufacturing advocate asset-light operation, and it is easier to turn around or turn around with a light burden, and the operation of the supply chain is much inferior to that of traditional car companies, so in this supply chain crisis, the new forces of car manufacturing are also the first to bear the brunt.
Since the beginning of this year, the cost of lithium battery materials has risen, and then the supply chain supply and the multiple superposition of the epidemic have caused the new energy automobile industry to suffer a lot. More car companies face the impact of the external environment, most of them are helpless. In particular, the rising cost of battery materials has completely exceeded the expectations of car companies, such as Euler black and white cat, Changan Ben E-star and other models are directly suspended to receive orders.
It follows that our electric vehicle route is not playable, which is obviously not advisable. From its own point of view, whether it is Wei Xiaoli or Extreme Krypton, although there were no small fluctuations in sales in April, there were many orders in hand, and the overall performance this year was better than in previous periods. Moreover, affected by the postponement of the Beijing Auto Show, the new car listing of new car-making forces has been delayed, such as the ideal L9 and Nezha S and other models, which are all poised to go.
With grain in hand, the new forces of car building are no longer weak and small enterprises, and they always have to face the wind and rain, which is also the only way to grow. At the same time, various departments are working hard to restore the automotive industry chain.