The pattern of new forces in car building has changed sharply! Zero-run cars lead the way for the first time, and Nezha cars catch up with Weilai and ideal

Everyday Finance exclusive, quick attention

The delivery data of the new car-making forces in April was announced, and the zero-run car "led" for the first time, leading with the delivery volume of 9087 vehicles, followed by Xiaopeng Automobile with 9002 vehicles; Nezha Automobile came later, surpassing Weilai and The Ideal Car with 8813 deliveries.

A number of car companies said that due to the impact of the epidemic in the Yangtze River Delta, the automotive industry is facing supply chain and logistics pressure, and production is blocked, resulting in a decline in delivery.

The agency pointed out that although the short-term pressure, but with the upstream raw material supply side of the production capacity release, policy side and car enterprises on the power, the penetration of new energy vehicles in the global market will usher in a new round of acceleration, the industry boom is expected to continue to improve.

"Rising Star" zero-run cars lead the way

According to the data on the delivery of zero-running cars in April, a total of 9,087 vehicles were delivered in the same month, achieving a year-on-year increase of more than 200% for 13 consecutive months, surpassing Xiaopeng Automobile and leading the new car-making forces for the first time.

Zero-run cars are growing fast. According to the news of zero-running cars, the first electric vehicle equipped with zero-running intelligent power CTC technology and no independent battery pack, Zero-run C01, will officially open its debut pre-sale in the near future.

On April 25, Zero-Run Auto released the first mass-produced CTC (cell-to-chassis) battery chassis integration technology in China. According to reports, the technology will be battery, chassis and car body integrated design, can simplify the product design and production process, reduce the number of parts, improve the space utilization and system specific energy, and improve the battery impact resistance, comprehensively improve the vehicle mileage of 10%.

The delivery volume of Nezha Automobile in April far exceeded that of Weilai and Ideal Automobile. Daniel Zhang, CEO of Nezha Automobile, said on Weibo that in April 2022, Nezha Automobile completed the delivery of 8813 vehicles, an increase of 120% year-on-year; from January to April 2022, the cumulative delivery volume was 38965 units, an increase of 240% year-on-year.

According to the official website information, Nezha Automobile currently has three main models: Nezha U, Nezha V and Nezha S. Among them, Nezha U and Nezha V are positioned in the middle and low end, starting from 117,800 yuan and 74,900 yuan respectively.

According to the staff of a car sales outlet, the NEDC range of Nezha U Pro exceeds 600km, equipped with L2 level auxiliary driving, which is more cost-effective in the same level of cars and sells better in the sinking market.

"Xiao Liwei" delivery volume is under pressure

"Affected by the recent epidemic, Xiaopeng Motors has been severely challenged in many aspects such as supply chain, production and logistics and transportation." Xiaopeng Motors said. According to the delivery data, Xiaopeng Automobile delivered 9,002 vehicles in April, an increase of 75% year-on-year; since 2022, the total delivery volume of Xiaopeng Automobile has reached 43,563, an increase of 136% year-on-year.

Xiaopeng Motors said that with the help of various ministries and competent departments, Xiaopeng Motors will continue to take positive measures to ensure production and smooth delivery.

"Since the end of March, due to the rebound of the epidemic in the Yangtze River Delta, the supply chain, logistics and production of the whole industry have been seriously disrupted. Ideal Auto's Changzhou base is located in Changzhou, Jiangsu Province, in the center of the Yangtze River Delta, while more than 80% of Ideal Auto's 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 can not supply, and some suppliers even completely stop work and operation, resulting in the inability to continue production after digestion of existing parts inventory, which has a great impact on the production of Ideal Automobile in April, resulting in delays in the delivery of new cars for some users. Shen Yanan, co-founder and president of Ideal Auto, said.

Ideal Cars released delivery data showing that Ideal Cars delivered 4167 Ideal ONE units in April. The cumulative delivery volume of the ideal ONE has reached 159971 units. Shen Yanan said: "At present, Ideal Auto is working with supply chain enterprises to actively restore production capacity under the requirements of epidemic prevention and control, and shorten the waiting period for booking ideal ONE users to pick up the car. ”

Affected by the epidemic, WEILAI announced the suspension of production on April 9, and the supply chain recovered slightly on April 14, and the Hefei production base is gradually resuming production. According to data released by WEI, a total of 5,074 smart electric vehicles were delivered in April, of which 693 were delivered in the smart electric flagship car ET7.

The relevant person in charge of Weilai said that in order to meet the continuous growth of order demand, the company also needs to further overcome the pressure brought by the epidemic and supply chain. At present, production is gradually resuming, and we strive to produce more and deliver more.

The industry is highly competitive

Car companies will launch a number of new models in 2022, and the industry is fiercely competitive.

2022 is a new year for NIO, three new models will be launched throughout the year, and NIO's first flagship sedan ET7 mass production car has rolled off the production line at the JAC NIO plant. The second sedan, the ET5, will be put into production at NEOPark, NIO's second production site, and delivery is expected to start in September. The ES7 is positioned as a large 5-seat pure electric SUV, benchmarked with the BMWX5, and is scheduled to be released in the second quarter.

Due to the postponement of the Beijing Auto Show, the Xiaopeng G9 may be postponed to June, and is expected to be officially delivered in the third quarter (as soon as the end of August). The ideal L9, which focuses on the full-size SUV market, is also about to go on sale.

Ping An Securities pointed out that in 2022, car companies will open brand and intelligent competition, and the new forces of head car manufacturing will enter a key growth stage. A number of car companies' high-end new energy products will be landed one after another, and equipped with high-computing chip, heavy intelligent new cars and high-end auxiliary driving functions will usher in market tests, for the new forces, it is necessary to make up for their shortcomings as soon as possible under the premise of maintaining their existing advantages.

EDIT: Leaf Pine