On May 1, a number of new car manufacturers disclosed the "report card" delivered in April, and the delivery volume of zero-run cars, Xiaopeng Automobile, Nezha Automobile, Weilai Automobile, and Ideal Automobile collectively fell below 10,000 vehicles, showing negative growth month-on-month. Among them, only the year-on-year delivery data of Xiaopeng Automobile and Nezha Automobile maintained positive growth.
Source: Official announcement
Combining the official data of a number of new car-making forces, it was found that the delivery volume of the five new car-making forces in April did not exceed 10,000. The condition of "Wei Xiaoli" is relatively bad, and all three have a waist cut in the chain. Among them, the delivery volume of ideal cars in April was only 4167 units, ranking at the bottom, down 62.23% month-on-month. Moreover, Ideal Auto and WEILAI Automobile also experienced different degrees of decline year-on-year, 24.77% and 28.56% respectively.
Shen Yanan, co-founder and president of Ideal Auto, said that 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 Province. Similar to the situation of the ideal car, WEILAI Automobile suffered a shortage of parts due to the epidemic, and the delivery volume in April was 4167 units, down 49.18% month-on-month.
Weilai Automobile revealed that the demand for new car orders is still growing, but it needs to further overcome the pressure caused by the epidemic and supply chain. At present, WEIO's Hefei production base is gradually recovering.
Xiaopeng Motors fell 41.60% month-on-month despite sales of 9,002 units this month. Xiaopeng Automobile pointed out, "We have been severely challenged in many aspects of production, transportation and other links, and the delivery of more than 9,000 units is not easy. "Next, Xiaopeng Automobile will actively cooperate with upstream and downstream to overcome industry difficulties and make every effort to ensure production and smooth delivery."
It is worth mentioning that Extreme Krypton Automobile delivered 2137 new vehicles this month, an increase of 19% month-on-month, and the cumulative delivery volume reached 16385 vehicles. In April, the monthly order volume of the Extreme Kr 001 model exceeded 10,000, a new high since delivery.
Since the beginning of this month, the epidemic prevention and control situation in Jiangsu, Zhejiang and Shanghai, where the automobile industry is developed, is grim, the supply of parts is short, and the vehicle production bases in central And southern China have successively stopped production. At the same time, the income and consumer confidence of residents in the sealed areas have been affected to a certain extent, which has become another factor restricting the recovery of the automobile market.
The passenger car market information joint meeting survey found that the retail sales targets of major manufacturers fell sharply year-on-year in April, and the narrow passenger car retail market was initially estimated to be about 1.100 million units this month, down 31.9% year-on-year. At present, the white list of resumption of work and production in Jiangsu, Zhejiang and Shanghai has been released, enterprises have resumed production one after another, and logistics and transportation have been gradually unsealed, but it will take a long time for the overall industrial chain to recover to the pre-epidemic level.
Since the middle and late years, the external environment has been severe and complex, and the superimposed epidemic has spread at multiple points, affecting the stable operation of the industrial chain supply chain. How can the industrial economy continue to grow steadily? CCTV news reporters conducted an exclusive interview with Xin Guobin, vice minister of the Ministry of Industry and Information Technology. Xin Guobin said that at present, the Ministry of Industry and Information Technology has established an emergency coordination mechanism for the industrial chain supply chain and set up a "white list" of key guarantee enterprises. Priority is given to ensuring the resumption of work and production of "white list" enterprises, logistics and transportation, and the coordinated resumption of production by supporting enterprises.
Xin Guobin said that in the next step, we will go all out to expand domestic demand and deeply stimulate growth potential. Adhere to the one-headed grasp to expand investment, accelerate the implementation of major projects and projects in the "14th Five-Year Plan" for the manufacturing industry, support the implementation of major technological transformations for energy conservation and carbon reduction in key areas, guide basic telecommunications enterprises to appropriately advance the deployment of 5G base station construction, and expand 5G applications; on the one hand, grasp the expansion of consumption, and fully tap the potential of automobile consumption, information consumption, and green consumption.
Previously, on April 29, the Ministry of Industry and Information Technology said that ensuring the stable growth of the industrial economy will further ensure the stable production of key industrial enterprises; ensure the stable operation of key industries; and ensure the smooth circulation of industries in key regions.
Specifically, there are three major measures: to ensure the stable production of key industrial enterprises. Further implement the "white list" system for key enterprises, and improve the policy measures for all parties to coordinate and support the resumption of work and production of "white list" enterprises. Under the premise of doing a good job in epidemic prevention and control, we should highlight leading enterprises, highlight key node enterprises in the industrial chain, highlight "specialized and specialized" small and medium-sized enterprises, and drive related enterprises to resume work and production.
Ensure the stable operation of key industries. Give play to the role of the smooth coordination platform of the industrial chain supply chain, open up blockages and card points, and promote the smooth circulation of the industrial chain supply chain. Focus on the supply of important people's livelihood commodities to ensure the stability of food, agricultural materials and other industries. Focus on the demand for anti-epidemic supply, strengthen monitoring and scheduling, and ensure the timely and sufficient supply of important medical supplies such as vaccines, nucleic acid detection reagents, and antigen kits. Focus on key industries such as automobiles and chips, concentrate forces, strengthen coordination, and ensure the smooth operation of key industrial chains.
Ensure the smooth circulation of industries in key areas. Focus on key industrial agglomeration areas such as the Yangtze River Delta and the Pearl River Delta, strengthen cross-regional coordination, improve the guidelines for epidemic prevention and control of industrial enterprises, and promote regional coordinated resumption of work and production.
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