On the first day of May, the new car-making forces began to announce the April delivery volume, and although the results announced by the new forces may be "not pretty", it is also reasonable. For its part, the Association has long expected that retail sales of narrow passenger cars in April will be 1.100 million units, down 31.9% year-on-year.
In April, the delivery volume results were 9,002 units of Xiaopeng Automobile, 8813 units of Nezha Automobile, 5074 units of Weilai Automobile, and 4167 units of Ideal Automobile.
The big environment drags down
In fact, april deliveries don't hold much to expectations. Previously, the Association of Automobile Manufacturers released a set of data, and the daily average of the first and second weeks of retail sales of major manufacturers was -32% and -39% respectively. In such a situation, the overall decline in delivery volume is also normal. There are many factors that lead to the sluggish sales of the entire automotive industry, among which the impact of the epidemic is huge, Shanghai is the core hub of China's high-end auto parts enterprises, and the large-scale shutdown has caused many car companies to have to stop work and wait.
In addition, there are some objective laws that have led to April being the off-season for the auto market. April as the traditional off-season, consumers themselves have a low desire to buy a car, which is also the law of many years, so many car companies will tighten the discount in the off-season, and now the raw materials are even more leading to rising car prices, and consumers' desire to buy cars has been greatly hit.
And the original plan is the Beijing Auto Show in April, usually accompanied by a large number of new car releases, plus the auto show will also give some car purchase discounts. However, with the postponement of the auto show, consumers are more likely to choose to hold coins and wait, which will be a bit of a gap compared with previous years, which will even affect the delivery in May. New cars such as WM M7 and Xiaopeng G9 may not be listed as scheduled.
Each has its own "unspeakable secret"
In terms of Xiaopeng Motors, under the dual challenges of the epidemic and supply chain, Xiaopeng Motors defended the title of the champion of April delivery. Delivered 9,002 units in April, up 75% year-on-year. 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, Xiaopeng Automobile delivered a total of 43,563 units, an increase of 136% year-on-year.
The cumulative delivery volume of Xiaopeng Automobile in the first quarter of the first quarter reached 34,561 units, 2.6 times that of the same period last year, but due to the shortage of goods in the supply chain, the pressure is still not small. He Xiaopeng even said that in May, production may be stopped due to supply problems, and this will affect all car companies.
Ideally, ideals are also under pressure from the supply chain, and should be more hurt by the ideal of having only one model. Ideal CARS had only 4,167 units in April, and since its delivery, the cumulative delivery volume of Ideal ONE has reached 159,971 units. For the delivery of new car-making forces in April, the ideal has fallen to the 4th place.
In terms of NIO, the data disclosed by NIO shows that a total of 5,074 new cars were delivered in April; of which 693 were delivered by ET7. Since 2022, NIO has delivered 30,842 new vehicles, an increase of 13.5% year-on-year; as of April 30, 2022, NIO's cumulative deliveries were 197912 units. For the new model ET7, there has been a huge resistance to the delivery, which casts a greater haze on the upcoming ET5, and there is still a need to release the capacity of the supply chain.
Nezha Automobile delivered 8,813 units in April, an increase of 120% year-on-year; from January to April 2022, the cumulative delivery volume was 38,965 units, an increase of 240% year-on-year. The rise of Nezha Automobile is not unrelated to the rapid laying of its product line, and it can achieve such results even if it is dragged down by the supply chain, which has enhanced a lot of confidence in its upcoming IPO.
In the end: with the suspension of a large number of automobile supply chains, it can be seen from the delivery volume of new forces that the automotive industry has been greatly impacted, and April is more about the control and emergency response capabilities of car companies on the supply chain. Xiaopeng, who is the first in terms of delivery in this regard, should be the best one, and Weilai has surpassed the ideal, and Nezha's determination to IPO is still very strong.
The delivery volume in April may not be too high, and the current Shanghai supply chain is gradually resuming work, but it will still take a while. In fact, not only car companies are under pressure, but consumers do not have a good life in the case of price increases and waiting for cars.