Author 丨 Song Doudou
Editor 丨 Zhang Mingyan
Figure Source 丨 Figure worm
On May 1, new car manufacturers announced the results of April delivery. Affected by the epidemic in Shanghai, Jilin and other places on the automobile supply chain and automobile consumption car manufacturing, the delivery volume of new car manufacturing forces in April has dropped sharply from the previous month, and none of them have broken through 10,000.
Among them, the delivery volume of zero-running cars reached 9,087 units in April, ranking first in the monthly delivery volume of new car-making forces for the first time; Xiaopeng Automobile delivered 9,002 vehicles, ranking second; Nezha Automobile ranked third with 8813 deliveries.
Weilai and Ideal are obviously dragged down by the supply chain
Since the end of March, due to the rebound of the epidemic in parts of the Yangtze River Delta, the supply chain, logistics and production of the whole industry have been seriously disrupted. Among the three leading new force car companies of "Wei Xiaoli", Ideal Automobile only delivered 4167 vehicles in April, from more than 10,000 vehicles in March to only 4,000 in April, down 62.2% month-on-month, becoming the one with the largest decline and setting a new low in delivery volume this year. In addition, due to the impact of force majeure in the environment, the ideal L9 conference originally scheduled for April 16, 2022 has been postponed, and the specific time is to be determined.
"Ideal Auto's Changzhou base and more than 80% of its suppliers are located in the Yangtze River Delta region, and some suppliers in areas such as Shanghai and Kunshan, Jiangsu Province, are unable to supply, and some suppliers even completely stop work and operation, resulting in the inability to continue production after the existing parts inventory is digested." Shen Yanan, co-founder and president of Ideal Auto, said that this had a great impact on the production of Ideal Auto in April, resulting in delays in the delivery of new cars for some users.
Similarly, NIO, which had the lowest deliveries in March, delivered only 5,074 new vehicles in April, down 49.2% month-on-month. On April 9, NIO announced the suspension of vehicle production.
At that time, Li Bin, chairman of Weilai Automobile, said, "A car can't produce a single part." 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. ”
In addition to the impact of the epidemic, NIO will release the 2022 ES8, ES6 and EC6 equipped with the latest smart cockpit hardware in late May, which has affected consumers' willingness to buy current models to a certain extent.
In contrast, Xiaopeng Automobile performed relatively stably. In April, Xiaopeng Automobile delivered 9,002 units, an increase of 75% year-on-year, but also experienced a 41.6% month-on-month decline. It is worth noting that Xiaopeng Automobile has achieved monthly delivery of more than 10,000 yuan for the first time in September 2021, and only february and April this year have not been able to break through 10,000.
"Affected by the recent epidemic, the automotive industry is facing unprecedented difficulties, and we can still achieve a single monthly delivery of more than 9,000 units against the trend, which is a concentrated embodiment of the stable output of the system's ability to resist pressure." Xiaopeng Motors said.
As of the end of April this year, the cumulative delivery volume of NIO Automobile reached 197,000 units, the cumulative delivery volume of Xiaopeng Automobile reached 141,700 units, and the cumulative delivery volume of Ideal ONE has reached 159,970 units. Under the pressure of the supply chain, "Wei Xiaoli" is moving towards the mark of 200,000 vehicles.
Zero run won the first place for the first time, and Nezha ranked in the top three
Compared with Weilai and the ideal of being dragged down by the supply chain, the new car manufacturers who were originally in the second-tier camp gradually approached or even once exceeded the head of the "Wei Xiaoli" with sales.
Following the first delivery of more than 10,000 sales in March, the delivery volume of zero-run cars reached 9,087 units in April, which won the first place in the monthly delivery volume of new car-making forces for the first time, with an increase of more than 200% year-on-year for 13 consecutive months, of which the A00-class pure electric vehicle zero-run T03 with a price of 70,000-80,000 yuan became the main sales force. From January to April this year, the cumulative delivery of zero-run cars exceeded 30,000.
On April 25, Zero Run released the first mass-produced CTC battery chassis integration technology in China, and took the lead in mounting it on the medium and large pure electric sedan C01, which will be listed in the second quarter of this year. In addition, in March this year, Zero Run Auto submitted a Hong Kong stock prospectus, which is expected to become the fourth new car company to achieve listing.
Since the second half of last year, Nezha Automobile's monthly delivery volume has been stable in the top three of the delivery list of new car-making forces for many times, surpassing Ideal Automobile in September and October 2021 and March and April this year, ranking second in February and March this year, with 8813 deliveries in April, an increase of 120% year-on-year. From January to April 2022, the cumulative delivery volume was 38,965 units, an increase of 240% year-on-year.
At present, the main sales products of Nezha Automobile are concentrated in entry-level pure electric products of about 100,000 yuan, and its two main products, Nezha U and Nezha V, will be listed in April. In April, 5694 units of the Nezha V car series and 3119 units of the Nezha U car series were delivered.
"Pure electric SUVs (market) in the range of 60,000 to 80,000 and 100,000 to 150,000, Nezha have achieved the first cost performance." Daniel Zhang, CEO of Nezha Automobile, previously said that the main reason for the sharp increase in sales is the cost performance. "There is no point in briefly surpassing, and Nezha's user base is more popular, according to this logic, only by reaching the ideal 3 times can it be said to be stronger than it."
This year's auto market growth rate can not reach the 5% predicted at the beginning of the year
In addition, among the new energy vehicle brands incubated by traditional car companies, GAC Aeon became the only enterprise to deliver more than 10,000 yuan, with GAC Aeon delivering 10,212 vehicles in April, an increase of 23% year-on-year, and the cumulative sales volume of 55,086 vehicles from January to April this year, an increase of 113% year-on-year; Geely's Extreme Krypton delivered 2,137 vehicles in April, an increase of 19% month-on-month; and Hechuang delivered 3,084 vehicles in the same month, an increase of more than 6,500% year-on-year.
The Association of Passenger Transporters recently issued a document saying that April of the calendar year is the golden period for the listing of new cars, and the listing of blockbuster new products in March and April has promoted great market popularity and manufacturers' sales, but this year's manufacturers' new product listing rhythm is facing a comprehensive adjustment, which will bring certain losses. According to the April survey, the retail targets of major manufacturers fell sharply year-on-year, and the narrow passenger car retail market was initially estimated to be about 1.1 million units this month, down 31.9% year-on-year.
It is worth noting that with the further control of the epidemic, the production capacity of car companies and related supporting enterprises in Jilin, Shanghai and other places is gradually recovering. Following the issuance of the first batch of 666 enterprises to resume work and production, Shanghai launched the second batch of "white list" of enterprises that resumed work and production. At the press conference on the prevention and control of the epidemic in Shanghai on April 30, 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 saic motor vehicle manufacturers and Tesla companies have steadily achieved batch roll-off of the whole vehicle; the capacity utilization rate of SMIC and Huahong Group has continued to remain above 90%, which has effectively driven the relevant supporting enterprises to resume work and production.
"With the severity of the epidemic alleviating, the automobile industry has resumed work and production in mid-April, and production capacity has gradually climbed. With the help of relevant ministries and competent departments, Xiaopeng Motors has also actively coordinated upstream and downstream to overcome industry difficulties and make every effort to ensure production and smooth delivery. Xiaopeng Motors said.
Shen Yanan also said, "At present, Ideal Auto is working with supply chain enterprises to actively restore production capacity under the requirements of meeting the requirements of epidemic prevention and control, and shorten the waiting period for booking ideal ONE users to pick up the car." ”
However, in the view of Xu Haidong, deputy chief engineer of the China Association of Automobile Manufacturers, the overall judgment of the expectation of the automobile market in 2022 may not reach the 5% growth rate predicted by the China Automobile Association at the beginning of this year.
Xu Haidong told the 21st Century Business Herald reporter: "At present, the car market is mainly affected by three aspects. First, the macroeconomic downturn directly affects the consumption of the automotive industry; second, the epidemic in Shanghai, Jilin and other places has led to the suspension of work and production of main engine factories, and the interruption of logistics has led to the inability to supply accessories in time. At the same time, some containment policies affect the operation of 4S stores; third, the chip shortage continues to have an impact. This year, the problem of chip distribution may have a certain impact on the supply of mainland independent brands and the entire car market. ”
This issue is edited by Peipei Jiang, Intern Kailin Li