Article source | Future Car Daily
The source of the header image is | Pixabay
The author | Wu Xiaoyu
Edit the | Wang Yan
In the early morning of May 1, as Extreme Kr took the lead in releasing the report card, it also launched the starting gun of the monthly delivery of new cars.
However, deeply mired in the crisis of suspension of production and work and supply chain shortages, most car companies have been bitter, as if they have spoiled the dismal delivery volume in April in advance. Compared with the performance of 4 car companies in March at the same time "breaking 10,000", in April this year, none of the car companies touched the 10,000 mark, and most of them fell significantly from the previous month.
Factories and parts suppliers are in the Yangtze River Delta car companies, the most affected. In April this year, the number of ideal car deliveries reached 4167, down 62% month-on-month. In the same month, weilai and xiaopeng delivered 5,074 vehicles and 9,002 vehicles respectively.
In contrast, the new car builders who were originally in the second-tier camp have come to the head with sales. Zero-run led with 9,087 deliveries, while Nezha delivered 8,813 vehicles.
Source: Future Automotive Daily
Not the worst, only more miserable?
In the camp of high-end electric vehicles, ideal cars have become the one with the largest decline. From more than 10,000 vehicles in March to 4,167 vehicles in April, a month-on-month decline of more than 60%.
For data fluctuations, ideal cars attributed "supply chain issues leading to delays in new car deliveries."
Shen Yanan, co-founder and president of Ideal Automobile, said that ideal automobile Changzhou base is located in Changzhou, Jiangsu, in the center of the Yangtze River Delta, and 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, resulting in the delay in the delivery of new cars for some users." Shen Yanan said.
"At present, Ideal Automobile is working with supply chain enterprises to actively restore production capacity under the requirements of epidemic prevention and control. We strive to keep the delivery delay of users within 3 weeks. Ideal car said.
On the other hand, NIO's performance was 5,074 units, down 49.2% month-on-month, of which NIO's first car, the ET7, delivered 693 units. On April 9, NIO announced the suspension of vehicle production.
At that time, Li Bin, the founder of Weilai, helplessly said, "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 outbreaks in Places such as Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production. ”
Some employees of Weilai Hefei factory revealed to Future Auto Daily the length of the shutdown, and the Weilai Hefei plant "stopped production for up to a week" in early April and resumed work on April 11. Weilai said that to meet the growing demand for orders, it is necessary to further overcome the pressure caused by the epidemic and supply chain. Production is gradually resuming.
However, in addition to the impact of the epidemic, on the other hand, WEIO ES8, ES6 and EC6 will release the 2022 annual redesign models in May, which will more or less affect the willingness of consumers to buy the current 886 models in April this year.
Source: NIO App
Although the decline in sales in the context cannot be avoided, in comparison, among the three brothers of "Wei Xiaoli", Xiaopeng's delivery volume can be regarded as going against the current. In April, Xiaopeng Automobile delivered 9,002 units, an increase of 75% year-on-year. Among them, xiaopeng P7 delivered 3714 vehicles, Xiaopeng P5 delivered 3564 vehicles, and Xiaopeng G3 series delivered 1724 vehicles.
The reason is that unlike Weilai and Ideal, Xiaopeng's factory is far away from the Yangtze River Delta. Up to now, Xiaopeng has four production bases, namely Haima Xiaopeng Intelligent Factory in Zhengzhou, Zhaoqing Factory in Guangdong, Wuhan Base and Guangzhou Intelligent Manufacturing Base under construction.
In a difficult supply chain environment, the three are working towards the milestone of 200,000 vehicles.
By the end of April 2022, NIO had delivered 197,000 electric vehicles. On April 26, NIO's 200,000th mass production vehicle rolled off the production line. At the end of April, Xiaopeng Automobile delivered about 180,000 units. Since its delivery, the cumulative delivery volume of ideal ONE has reached 159,970 units.
It is worth noting that Nezha and Zero Run have continued the sales growth momentum in recent months.
Zero-run cars deliver the best report card ever. In April this year, its delivery volume reached 9,087 units, of which the A00-80,000-80,000-level pure electric vehicle zero-run T03, which is positioned at 70,000-80,000 yuan, is responsible for sales. In the second quarter of this year, Zero Run also plans to launch the medium and large pure electric sedan C01.
On the other hand, although Daniel Zhang, CEO of Nezha Automobile, said that it was affected by the epidemic, the sales volume of Nezha Automobile still reached 8813 vehicles. Among them, the delivery volume of 100,000-level Nezha V was 5694 units, an increase of 48% year-on-year, accounting for more than 60% of total sales. According to the plan, this year Nezha will also rush to launch a sports coupe Nezha S.
The car market dawns on the road
For the new energy vehicle market in 2022, the Association of Passenger Vehicles has optimistically predicted at the beginning of the year that the expected sales of new energy passenger vehicles this year will exceed 5.5 million, which is expected to exceed 6 million, and the penetration rate will also increase to about 22%.
Today, 2022 has gone through a third, but the performance of the car market is "miserable". In March this year, domestic automobile production and sales fell by 9.1% and 11.7% year-on-year, respectively, and the automobile market returned to the downward channel. According to a survey conducted by the Association of Automobile Manufacturers in April, the retail market for passenger cars in the narrow sense was around 1.1 million units, down 31.9% year-on-year.
"At present, the direct loss and impact of the epidemic on national automobile production accounts for about 20% of the total output, and the future is still facing greater uncertainty." Cui Dongshu, secretary general of the Association, judged. It said it still maintained a sales forecast of 5.5 million new energy vehicles, but may later make a downward revision of sales forecasts for fuel vehicle sales.
The next trend also depends on the pace of Shanghai's resumption of work and production, as an important automobile town, the trend of the epidemic directly affects the stability of the entire automotive industry chain and supply chain.
On April 14, Xiaopeng Automobile CEO He Xiaopeng issued a warning, "If The supply chain enterprises 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." ”
Later, Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, also expressed a similar view, saying, "If Shanghai cannot resume work and production, after May, all technology/industrial industries involving shanghai supply chain will be completely shut down, especially in the automotive industry, and the industrial economic loss/cost will be very large." ”
Compared with previous years, according to the provincial production data released by the National Bureau of Statistics, Shanghai and Jilin Province will each account for about 11% of the national production in 2021, and the production of some enterprises in Shanghai was originally at full capacity.
The logistics management manager of a joint venture car company told Future Auto Daily that if the epidemic is not alleviated for a long time, "the automotive industry will face a wide range of losses." ”
The pace of production and sales has been affected, and the "new" plan of car companies has also been disrupted. The Beijing Auto Show, which was scheduled to be held in April, announced the postponement, resulting in many car companies having to postpone the release of blockbuster new products.
On the evening of April 6, ideal car officially released news that due to the impact of force majeure in the environment, the ideal L9 conference originally scheduled for April 16, 2022 will be postponed, and the specific time is to be determined. On the same day, Xiaopeng Automobile released a promotional poster saying, "Looking forward to 9, we will see you in June." In addition, the NIO ES7 was scheduled to be launched in mid-April, but the release time was postponed to the end of May.
And these new products bear the heavy responsibility of opening up new markets.
The NIO ES7 is positioned as a large five-seat SUV and will directly benchmark the BMW X5L to seize its market share. According to Li Bin at the 2021 earnings call, the market share of the ES7 can refer to the sales volume of the BMW X5 market, which is almost 200,000 vehicles.
The fourth model of Xiaopeng Automobile, Xiaopeng G9, shoulders the determination of Xiaopeng to take the high-end route. Xiaopeng G9 is positioned as five medium and large SUVs, and the medium and large SUV market is the field where WEILAI ES6 and Ideal ONE are located. The release of the ideal L9 will break the status quo of the ideal relying on only one model to "hit the world". With the arrival of the ideal L9, the ideal sales scale is expected to further expand.
"April is the golden period for the release of new cars, and the launch of blockbuster new products in March and April has greatly promoted market popularity and manufacturers' sales." Cui Dongshu commented. And a product is launched two months late, which will create a big gap.
However, while affected by the epidemic, car companies are also racing against time in all directions to minimize losses as much as possible.
In April this year, WEILAI made further progress in infrastructure construction. In a single month, 1 NIO center, 3 NIO space, 3 NIO service centers and 31 substations, 56 supercharging stations, and more than 10,000 third-party charging piles were newly connected. The auto parts plant in neopark north of the Xinqiao Intelligent Electric Vehicle Industrial Park was also announced to be capped on April 16. In the same month, Extreme Kr added 1 delivery center and 6 space stores, and added 35 self-built charging stations.
Source: NIO official
Shanghai, which is at the center of the epidemic, has also ushered in the dawn in recent days.
On April 19, Tesla's Shanghai Gigafactory, which had been suspended for 22 days, and SAIC Motor, announced the official resumption of work and production. In the first batch of "white lists" released in Shanghai to resume work and production, there are more than 250 automobile-related companies.
"The resumption of work and production since April 18 is still in the recovery process from stress testing to normal production, and it is normal for manufacturers to have low wholesale, but the severity of the decline is still beyond expectations." Choi Commented.
On April 30, at the press conference on the prevention and control of the epidemic in Shanghai, Zhang Hongtao, chief engineer of the Shanghai Municipal Commission of Economy and Information Technology, said that the resumption rate of the first batch of "white list" enterprises exceeded 80%, and saicus automakers and Tesla companies have steadily achieved batch roll-off offline vehicles; the capacity utilization rate of SMIC and Huahong Group has continued to remain above 90%, which has effectively driven the resumption of work and production of relevant supporting enterprises.
In Cui Dongshu's view, with the gradual recovery of parts logistics and the flow of the industrial chain, at the end of April, manufacturers' sales will begin to gradually pick up.
WeChat public number: used car wisdom Pan Pan (id: carman228)
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