Epidemic, lack of core, supply cut-off, suspension of production... Over the past two months, the automotive industry has faced unprecedented difficulties. In the April 2022 deliveries announced by the new car manufacturing forces, no new car company has delivered more than 10,000 units.
The delivery volume ranking has changed dramatically, and the data of Weilai Automobile and the ideal car in the new forces in the past have been tragically cut, and the zero-run car has truly realized the dream of leading the sales list.
Zero run upset won the april delivery of the new forces championship
Since November 2021, the performance of zero-run cars in the market has begun to climb steadily, the average monthly sales of more than 7,000 vehicles in the past seven months, in March 2022, the delivery volume of zero-run cars exceeded 10,000 for the first time, the delivery volume of the month ranked third among the new power car companies, the delivery volume reached 9087 units in April, an increase of 228% year-on-year, becoming the first new power car company in terms of delivery, and also the 13th month of the year-on-year increase of more than 200%, from January to April 2022, the zero-run car has been delivered 30%. 666 units.
In March 2022, Zero-Run Auto released a Hong Kong stock prospectus showing that it is expected that 40% of the net proceeds will be used for research and development of new models, autonomous driving technology, and three-electric system technology. It is precisely because of the strong investment in full-stack self-development that when the supply chain of the automotive industry is seriously affected, zero-run cars still ensure the delivery capacity of nearly 10,000 vehicles.
On the afternoon of April 25, the "Intelligent Era, Source Force Awakening Zero-Run Intelligent Power CTC Battery Chassis Integration Technology Conference" was opened in the cloud. Zhu Jiangming, chairman of Zero Run Technology, announced at the scene that it will share the intelligent power CTC technology for free, equipped with zero run smart power CTC technology and the world's first electric vehicle without an independent battery pack - Zero Run C01, which will also start pre-sale in the near future.
Xiaopeng stable Under the double challenge, the delivery volume is still stable and rising
In the sales ranking of new power car companies in April 2022, Xiaopeng Automobile ranked second, achieving 9,002 units of delivery in April, an increase of 75% year-on-year. Among them, Xiaopeng P7 delivered 3714 units, Xiaopeng P5 delivered 3564 units, and Xiaopeng G3 series delivered 1724 units. From January to April 2022, Xiaopeng Automobile delivered a total of 43,563 units, an increase of 136% year-on-year.
In 2021, Xiaopeng Automobile won the sales championship of the new domestic car-making forces with a sales performance of 98155 vehicles, and the growth rate in total revenue and sales data increased by more than 259.1% year-on-year, and Xiaopeng Automobile's R&D investment accounted for 19.6%. Xiaopeng Automobile adheres to the full-stack independent research and development of software and core hardware. Under the dual challenges of the epidemic and the supply chain, Xiaopeng Motors has been affected in many aspects such as supply chain, production, logistics and transportation. With the help of relevant departments, Xiaopeng Automobile has taken active measures, and its production capacity has gradually climbed, and its delivery capacity has also been guaranteed.
Nezha's third sales have steadily increased into the first camp of new forces
In the April 2022 delivery volume announced by Nezha Automobile, in April, Nezha Automobile delivered 8813 units, ranking third in the delivery list of new forces, achieving a substantial increase of 120% year-on-year, and also making Nezha Automobile's position in the first camp of new forces more stable.
From January to April 2022, Nezha Automobile delivered a total of 38,965 units, an increase of 240% year-on-year. So far, Nezha Automobile has achieved a year-on-year increase of 22 consecutive months since July 2020. Among the delivered models in April, Nezha V car series delivered 5694 units, Nezha U car series delivered 3119 units, respectively, achieving a year-on-year increase of 48% and 1746%, respectively, while the former is expected to lead the sales of pure electric SUVs of the new car-making forces for 7 consecutive months, and the latter is expected to be the top three in sales of A-class pure electric SUVs of the new car-making forces for 5 consecutive months.
The cumulative delivery volume of the two brands is less than 10,000 units
Ranking fourth and fifth in the delivery list of new car-making forces in April 2022 are Weilai Automobile and Ideal Automobile, with monthly deliveries of 5,074 and 4,167 vehicles respectively.
On April 9, NIO announced that vehicle production had been suspended and that delivery of some vehicles would be delayed. Li Bin, chairman of WEIO, said that due to the impact of the epidemic, since March, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production, and due to the above reasons, many users' vehicles will be delayed in the near future. On April 14, Weilai Automobile said that the current supply chain has recovered slightly, and the Hefei production base is gradually resuming production, but the follow-up production plan also depends on the recovery of the supply chain.
Shen Yanan, co-founder and president of Ideal Automobile, said: "Affected by the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu and other regions cannot supply, and some suppliers even completely stop work and operation, resulting in the inability to continue to maintain production after the existing parts inventory is digested, which has a great impact on the production of Ideal Automobile in April. ”
Ideal Auto's Changzhou base is located in Changzhou, Jiangsu Province, 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, Kunshan, Jiangsu and other places. The new car, the Ideal L9, which was originally scheduled to be released in April, was also delayed due to delays at the Beijing Auto Show.
The second camp has a mediocre delivery volume but a gratifying order volume
In the second camp of the new car-making forces, Extreme Kr Intelligent Technology announced that its luxury hunting coupe Extreme Kr 0001 delivered a total of 2,137 units in April 2022, an increase of 19% month-on-month. From January to April 2022, the cumulative delivery volume reached 16,385 vehicles. In April, the single-month order of Extreme Kr 001 also exceeded 10,000 vehicles, reaching the fastest single-month order of the new force to break through 10,000.
In addition, Hechuang announced an order volume of 3,084 units. WM, Gaohe, Lantu, Jihu, Tianji and other enterprises have not yet released data.
The people evaluate the car
Although the pattern of new power car companies in April has changed, the source of this change is not affected by changes in market demand, but the source of automobile production is affected by objective force majeure. However, it is not difficult to see that the ability of global self-research not only affects the cost of automobiles and innovative technologies, but also affects the ability to resist risks in the automotive supply chain. 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.