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Text/Blue Whale Finance
On May 1, the new car-making forces announced the delivery volume in April 2022, and this month was more seriously affected by the epidemic, and factories and supply chains in many places were shut down, and no new car company delivered more than 10,000 units. The delivery rankings have changed dramatically, with zero-running cars jumping to the top of the list, while the data of NIO and Ideal Car have been slashed.
1
Zero-run cars won amazing championships,
Growth rate of more than 200% for 13 consecutive months
Zero-run vehicles delivered 9,087 units in April, up 228% year-on-year. Topped the list by slight advantage overperforming Xiaopeng Motors, which has delivered 30,666 units this year, and it is worth noting that its monthly delivery volume has exceeded 200% for 13 consecutive months.
The zero-run car was able to come out on top in april, essentially thanks to its full-stack self-development capabilities, which can reduce the impact of the supply of core components. In addition, Zero Run also deliberately disperses the supply chain everywhere, so this time the supply impact is the smallest among the new forces.
On April 25, Zero-Run Automobile released the first mass-produced CTC battery chassis integration technology in China, and the Zero-Run C01, which will soon be equipped with its CTC technology, will become the world's first electric vehicle without independent battery packs.
2
Xiaopeng Automobile performed steadily
He Xiaopeng's "theory of suspension of production" triggered a war of words
Xiaopeng Automobile delivered 9,002 units in April, up 75% year-on-year and down 41.6% month-on-month. 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, a total of 43,563 units were delivered, an increase of 136% year-on-year.
This month, Xiaopeng Automobile's performance is still strong, on the one hand, the product matrix is relatively perfect, the price range is wider, and on the other hand, its factory in Zhaoqing is less affected by the epidemic.
In the middle of this month, He Xiaopeng, founder and chairman of Xiaopeng Motors, released the "suspension theory" in the circle of friends, which attracted the attention and discussion of all parties, although its expression was a bit extreme, but it also played a warning role. From the current situation, although the automobile industry has not yet fully recovered, under the strong impetus of the policy, the situation has been effectively controlled, and production and logistics work has gradually returned to the right track.
3
Nezha car misalignment competition,
Sales improved slightly
As a car company that is late in the development of new car manufacturers, Nezha Automobile delivered 8,813 units in April, an increase of 119.5% year-on-year and a decline of 26.7% month-on-month. In terms of specific models, 5,694 units were delivered in the Nezha V series and 3,119 units were delivered in the Nezha U series.
Different from "Wei Xiaoli", the current price of Nezha Automobile's products is relatively low, the price of Nezha U series is 109,800-201,800 yuan, and the price of Nezha V series is 7.49-12.38 million yuan. Different product positioning has also formed a competitive misalignment, although the current sales volume has shown obvious improvement, but there is still a certain gap with the sales volume of mainstream car companies at the same price.
Parts and components have been repeatedly cut off, and Weilai Automobile resisted the pressure and refused to continuously bottom
NIO delivered only 5,074 new vehicles in April, down 13.5% year-on-year and 49.2% month-on-month. On the afternoon of April 9, Weilai issued a note on its APP that the supply of parts has been very tight since mid-March, relying on inventory to insist on production until the beginning of April, but since April, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production, affected by this Weilai vehicle production has been suspended.
At present, with the Realization of Social Clearance in the Yangtze River Delta, Jilin and other places, the resumption of production in most factories, and the gradual operation of the logistics industry, the supply of parts and components of Weilai will be alleviated.
4
Month-on-month decline of more than 60%,
Ideal car deliveries this month
Back to the beginning of last year
Ideal Cars delivered 4,167 Ideal ONE units in April, down 24.77% year-on-year and 62.23% month-on-month, with sales in the month being just over a third of january, the lowest since February last year.
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."
Compared with traditional car companies, the new car-making forces are still not mature enough in the operation of the supply chain, and the impact of the supply of parts on production is more serious. According to the forecast of Cui Dongshu, secretary general of the Association of Passenger Vehicles, the month-on-month decline of all brands in April is in line with expectations, and the production of complete vehicles relies on the supply of parts, while the suspension of production of upstream parts suppliers has a more far-reaching impact.
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