The challenges encountered by the automotive industry in the past month or so are reflected in the delivery data of the top three new domestic car manufacturing forces.
On May 1, Ideal Automobile, Weilai Automobile and Xiaopeng Automobile successively announced the delivery data for April this year. Xiaopeng Automobile achieved 9,002 deliveries, ranking first, with WEILAI delivering 5,074 vehicles and ideal cars delivering 4,167 vehicles.
In April, the three new forces of the head car companies delivered a total of 18,243 vehicles, a slight increase of 2.6% from 17,788 vehicles in the same period last year, and a 50% decrease from 36,433 vehicles in March this year.
Draft: The Paper's reporter Wu Yuli
Specifically, Xiaopeng Automobile delivered a total of 9,002 vehicles in April, down 42% month-on-month. From January to April this year, Xiaopeng Automobile has achieved a total of 43,600 deliveries. Since delivery, Xiaopeng Automobile has delivered about 180,000 vehicles in its history.
Nio delivered a total of 5,074 vehicles in April, down 49% month-on-month. Among them, the flagship sedan ET7, which has recently been delivered, has delivered 693 units. From January to April this year, NIO's cumulative delivery volume was 30,800 units. Since delivery, NIO has delivered nearly 200,000 electric vehicles.
Ideal Cars delivered 4,167 Ideal ONE units in April, down 62% month-on-month. From January to April this year, Ideal Delivered a total of 35,900 units. Since delivery, the cumulative delivery volume of Ideal ONE has reached nearly 160,000 units.
In the past April, the entire automotive industry has been under heavy pressure, and the sales of the three new forces of "Wei Xiaoli" have also declined significantly.
Shen Yanan, co-founder and president of Ideal Automobile, said that ideal automobile Changzhou base is located in Changzhou, Jiangsu Province, while more than 80% of ideal automobile parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. "Affected by the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu And other regions were unable to supply, and some suppliers even completely stopped work and operation, resulting in the inability to continue to maintain production after the existing parts inventory was digested, which had a great impact on the production of Ideal Automobile in April."
Weilai Automobile said that in order to meet the continuous growth of order demand, it is necessary to further overcome the pressure caused by the epidemic and supply chain, and its production is gradually recovering. In addition, NIO's second production base in Hefei Xinqiao Intelligent Electric Vehicle Industrial Park is progressing smoothly and is scheduled to be officially put into operation in the third quarter.
It is not only the poor supply chain that has led to a decline in the production capacity of car companies and supporting enterprises; on the other hand, consumer demand for car purchases has also declined to a certain extent.
According to the China Automobile Association, in the past Three months, automobile production and sales reached 2.241 million units and 2.234 million units, up 23.4% and 28.4% respectively month-on-month, and down 9.1% and 11.7% year-on-year, respectively. The China Automobile Association said that considering a series of uncertainties, the difficulty and complexity of the current industrial breakthrough are increasing.
The Association said that April of the calendar year is the golden period for the release of new cars, and the listing of blockbuster new products in March and April will promote great market popularity and manufacturer sales, but this year's manufacturers' new product listing rhythm is facing a complete adjustment, which will bring certain losses.
It is worth noting that the production capacity of car companies and related supporting enterprises located in Jilin, Shanghai and other places is gradually recovering.
In addition, the problem of insufficient consumer demand has been paid attention to by relevant departments. The executive meeting of the State Council held on April 13 deployed policy measures to promote consumption, proposing to encourage bulk consumption such as automobiles, and that all localities should not add new car purchase restriction measures, and that incremental indicators for purchase restrictions have been implemented to support the consumption of new energy vehicles. Automobile consumption is expected to recover after receiving policy support.