22/05/01
Lead
Those who can't kill you will eventually make you stronger.
Author 丨 Cui Liwen
Responsible editor 丨 Cui Liwen
Edit 丨 Chic
"I hate this pandemic!"
The first day of May, which is also the day when most ordinary people in Shanghai were forced to seal the full moon at home because of the sudden epidemic, presumably the opening sentence of the article is the common voice.
And I, without this natural disaster, should have felt the temperature of the recovery of all things after work throughout April, should have been in Yuantouzhu to enjoy the cherry blossoms, and should have asked my partner to drive to Dongji Island to see the healing sunrise, but everything changed.
Every morning, sleepy eyes open a variety of takeaway APP, hard to put the desired materials into the shopping cart, is about to pay the moment but collapsed to find that everything has shown a "out of stock" state. Just went to sleep with a depressed mood, and was woken up by the sound of the nucleic acid test notice in the community.
What is even more devastating is that compared with the helplessness of natural disasters, man-made disasters seem to be the last straw that crushes the psychological defense line. Under the epidemic, for the first time, it was found that there were so many "dark sides" in the city that was originally proud.
As Weibo netizen "Wuhe Qilin" expressed in the latest painting: "Indeed, Shanghai cannot fall, and I sincerely thank all the epidemic prevention personnel for their efforts and hard work, but the black snakes that continue to gush out from the iron gate, in addition to the epidemic itself, seem to represent many other things." ”
Fortunately, as far as the current overall trend is concerned, with the recent period of time, the basic dynamics of the social surface in some regions have been cleared, and there is still a gradual hope of gradually unsealing and returning to normal.
This brings the attention back to the automotive industry, and just now, several new forces that have achieved large-scale deliveries have announced the final results of April. Overall, the sentence at the beginning of the article believes that it can also resonate with them.
After all, if it were not for the epidemic, with the growth of China's new energy market, it would have ushered in a greater bloom, rather than the many regrets left at this moment.
1
Reasonable, unexpected
"Do you understand the feeling that you were full of confidence and ready to let go of your hands and feet and do a big job, but because of the sudden force majeure, you were seriously suppressed, and all your plans were disrupted?"
In fact, as early as the middle of this month, when I realized that this natural disaster was far more serious than imagined, I wrote in the article "Epidemic, Killing the New Forces in 2022?" wrote such a slightly pessimistic paragraph.
What sets off the atmosphere is that when Weilai announced that the Hefei factory would temporarily stop production, Li Bin wrote helplessly under the push of its official APP: A car is not a part that can be produced. Affected by the epidemic in Changchun and Hebei, we cut off some parts in mid-March, relying on some parts inventory to barely support until last week. Recently, there have been epidemics in Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production. This situation is not ours alone, many manufacturers have suspended production. We are as anxious as everyone else and hope that the epidemic will pass soon.
The warning from He Xiaopeng floods with even more anxiety: if supply chain companies in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May.
So far, combined with the overall industry environment, as a bystander, in fact, it has not been too high on the delivery volume in April, and even done a good job of the psychological construction of their respective "avalanches". And with the final result, as stated in this sub-title, it can already reflect my greatest feelings. Decline is inevitable, but resilience is still seen in it.
Without further ado, go straight to the data.
Extreme Kr, the first brand to release deliveries today, delivered 2,137 new vehicles in April and 10,378 new vehicles from January to April this year. It is gratifying that not long ago, it was officially announced that it would start to raise prices this month, so the single-month order volume successfully exceeded 10,000.
The second one released is Nezha, since entering the new year, it is necessary to praise the anti-pressure ability and comprehensive performance of this new force car, to know that its headquarters is also in Shanghai, where the epidemic is most serious this round, and it is not easy to deliver more than 8,000 new cars in April.
On the other hand, Weilai, for various reasons, may be the most impacted and affected among all people. When its absolute main sales segment stagnated, the only factory currently in production was forced to shut down for several days, and all that could be done was to ensure the delivery of new cars in other sectors as much as possible. So seeing the performance of 5,074 vehicles, I can only say that I tried hard.
As for the fourth release of the ideal, it always feels that a total of 4,167 new cars were delivered in April, which is slightly lower than the expected results, and I don't know if it is related to some potential customers who have chosen to wait for the upcoming release of the ideal L9.
Its official explanation is: "The impact of the epidemic on supply chain and logistics has seriously affected our factory in Changzhou, Jiangsu Province, so production has been greatly affected, and the delivery of new cars for some users has been delayed." ”
The fifth released Xiaopeng, perhaps because the headquarters and factory are located in Guangzhou and Zhaoqing respectively, compared with Weilai and ideal, has become a slightly lucky one in this round of "crisis". A total of 9,002 new cars were delivered in April and 43,663 new cars were delivered from January to April, both of which are the highest in the "Wei Xiaoli".
In contrast, GAC Aeon, another car company in Guangzhou, sold 10,212 vehicles in April and 55,086 units in January-April, making the momentum very stable.
Zero Run became the last new force to release data to build a car, and the results were very gratifying. Following the successful breakthrough of 10,000 vehicles last month, deliveries in April, although slightly declining, still reached 9,087 units, and the cumulative number of deliveries from January to April reached 30,666 units.
2
Slow down and review the gains and losses
An epidemic has indeed added a lot of troubles and troubles that should not have existed to our daily lives. However, thinking from a transformative perspective, for most groups that are accustomed to being busy every day and not having a moment's rest, they can stop and look back at the past, and finally have the opportunity to review gains and losses.
Being in this period of complete silence and slowing down is, in a sense, a good thing. I believe that there are always wise people, after constantly adjusting their mentality and correcting their direction, they will start again in a fuller state.
Similarly, several new forces will not be unaware of car-making.
After all, they have experienced a difficult climb out of the life and death game in 2019, to slowly get back on track in 2020, and then to harvest flowers and applause in 2021.
At this moment, in the face of the arrival of a new round of "dim period", although the speed of development has been forced to slow down, it is difficult to hide the anxiety, but because there is more and more abundant "grain and grass" in hand, the darkness is short-lived after all, and it is not as terrible as it once was.
Similarly, being in this slightly tortuous period has given the above-mentioned new forces the opportunity to think about the shortcomings that need to be filled next, so they are listed one by one.
For extreme krypton, the positioning and comprehensive product strength of the first product 001 itself, there is not much wrong, horizontal comparison of competitors of the same level, in the parameters and configuration is not inferior. This year, all that needs to be done is to do everything possible to ensure that the production capacity is more abundant and to optimize the car experience.
For Nezha, because V and U are hot models in the pure electric car and compact SUV markets, respectively, they have been able to provide enough basic volume as support.
So this year, the three major tasks in front of it have become the brand rushing high, selling Nezha S and going to the capital market for IPO. Only in this way can we usher in a qualitative change at the enterprise level in the true sense.
For Weilai, it must be admitted that the biggest advantage it currently holds in its hands is its brand positioning of "high-end luxury intelligent electric", which has been recognized and paid by end users.
2022, as its real product year, after successively playing ET7, ES7, ET5 and the revamp "866", there is no reason not to regain its honor at the delivery level.
For the ideal, it is certain that after many "Wednesday see" warm-up, the relevant information of L9 has been gradually disclosed and completed, from the feedback learned by the terminal, as well as Li Xiang's own control ability, its high probability will become another hit after the ideal ONE.
However, how to sort out the relationship between the two, avoid the sales end of the left and right hand to fight, and then appear "1 + 1<1.5" situation, is an urgent need to consider the problem.
For Xiaopeng, it is precisely because it has three models with different personalities of G3, P7 and P5 in hand, the price range is extended very widely, coupled with the "label" formed by deep cultivation and intelligence, there is no need to worry about the delivery of the new force.
According to He Xiaopeng's expectations, this year's P7 and P5 will achieve monthly sales of more than 10,000 single models. In contrast, how to rely on the upcoming medium and large SUV G9 to achieve higher gold content and further renew the brand's image in the hearts of end consumers is more difficult.
For Aean, according to the current trend, it is not surprising that the year-end cumulative sales will be completed, and it is not very difficult to break through the 200,000 vehicle mark. But since you chose to shout out the slogan of "Ai Xiaowei", it must be proved that it is not only at the level of delivery numbers.
For the zero run, the state of the face is very similar to the Nezha just mentioned, after winning the "ticket" to the knockout stage with T03 and C11, what needs to be done is to consider how to enter the final final.
As Zhu Jiangming mentioned in the brand's internal letter on its sixth anniversary, "We need to see the cold truth under the overall prosperity: the future is infinitely beautiful, but the final game seats are limited." The vast majority of brands will wither away in this wonderful era, do not want to be eliminated, and can only continue to accelerate on the track. ”
In 2022, the most urgent task in front of it is to let C01 continue to become a "cost-effective responsibility" of the same level, and there is no room for mistake in going public in Hong Kong.
At the end of the article, I would like to quote Nietzsche's famous saying, "Those who cannot kill you will eventually make you stronger." "As a message to all the car companies or people mentioned today. It is true that we all want to be treated gently by the world, but after suffering setbacks and even trauma, we also expect to be able to live well.
An epidemic has changed many things, and what remains unchanged is still the unswerving "original heart"...
Cui Liwen
Love the car as fate,
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