Entering May, the new forces have successively released sales, and overall, the vast majority of them have declined month-on-month. Half a month ago, He Xiaopeng, chairman of Xiaopeng Motors, said that all chinese automakers may stop working due to the trapped supply chain. In the past April, the new forces have indeed been affected by the epidemic to varying degrees.
However, there is also a saying that the lack of core caused by the epidemic exposes the overall collaboration ability, self-research ability, and supply chain layout of a car company, and the quality of sales can also be reflected in it.
Specifically, Eian broke through 10,000 units, zero-run cars overtook "Wei Xiaoli", and won 9,087 units of sales in April, an increase of 216% year-on-year, and Xiaopeng Automobile ranked first in the first echelon of new car-making forces. In addition, in addition to these familiar faces, dark horses such as Extreme Krypton and Hechuang have also been added, and Hechuang has received 3084 orders in a single month.
Zero running, Nezha's soaring sales reveal that low-end electric vehicles are hot
Frankly speaking, sales volume is a measure of a brand's acceptance by the market, but it is not the only criterion.
On the surface, compared with the same period last year, zero-run cars achieved more than twice the sales growth, Nezha Automobile delivered 8813 vehicles, which also completed a 120% increase, which obviously exerted pressure on Weilai and ideal realization from sales. But what is more deeply exposed is that the product has a wide audience and will get more traffic and sales.
In terms of specific models, zero-run T03, S01 and Nezha V, Nezha U series, priced in the range of tens of thousands to hundreds of thousands, mainly in the low-end consumer market, the audience is large.
Especially mini cars such as zero-run T03, suitable as the second car of the family, for the use of the flat-time step, which is why tens of thousands of pure electric vehicles are selling higher and higher. Zero-run T03 In 2021, the cumulative sales volume exceeded 40,000 units.
Of course, from the product level, stylish design, considerable endurance, and good intelligence, are the key to the popularity of micro electric cars, you can imagine, 2022 zero-run T03 intelligent hardware, including 1 millimeter wave radar, equipped with up to 15 high-precision sensors.
However, I personally believe that from the perspective of brand sustainable development, high-end is the way out, and micro-electric vehicles do not meet the just needs of home travel, but are only a way for users to avoid public travel, and it is expected to face a sharp decline in sales in the later stage.
Weilai and Ideal fell sharply from the previous month, dragged down by the supply chain
The head enterprises of the new forces, Weilai, Xiaopeng and Ideal, sold 5074 vehicles, 4167 vehicles and 9002 vehicles respectively in April, and the three car companies all experienced a month-on-month decline, of which the ideal fell the most month-on-month, reaching 62.2%.
The reasons are not complicated, the Matthew effect under the impact of the epidemic. Earlier, Weilai founder Li Bin posted that due to the impact of the epidemic in Changchun and Hebei, some parts of Weilai were cut off in mid-March, and in April, when the epidemic situation in Shanghai and Jiangsu and other places was encountered, many partners could not supply goods and could only suspend production.
Ideal Auto is facing the same situation, according to the ideal related personnel Shen Yanan said that the ideal in Shanghai and Jiangsu Kunshan and other areas of some suppliers can not supply, some suppliers even completely stopped work, suspension, resulting in existing parts inventory digestion can not continue to maintain production.
In addition, the upgrade of system hardware prompts consumption to wait and see. According to the plan, WEILAI 2022 ES8, ES6 and EC6 will be released in late May, when it will be equipped with the latest smart cockpit hardware, involving 8155 chips, 360 surround view camera and 5G module and other optimizations, which to a certain extent affects consumers' enthusiasm for cash purchases.
In contrast, Xiaopeng Automobile's monthly deliveries were relatively stable, starting from the first monthly delivery of more than 10,000 in September last year, and the delivery volume in February and April this year alone did not exceed 10,000. By the end of April, Xiaopeng Automobile's cumulative delivery volume reached 141,700 units. In addition to the deep ploughing of the product, Xiaopeng Automobile has done a relatively good job in the management of the combat state, in order to alleviate the chip shortage, such as the Xiaopeng P5 to take the practice of handing over the car first and then supplementing the radar.
The ranking regeneration changes, and the extreme krypton and hechuang disrupt the market
The diversity of consumer demand to promote the market is more refined, such as Extreme Kr, Hechuang Automobile among the new forces, Extreme Kr Automobile in April, is rarely a brand that has a month-on-month growth, the month delivered 2137 vehicles, an increase of 19% month-on-month; and Hechuang Automobile, April orders exceeded 3,000 units, an increase of more than 6500% year-on-year.
Specifically, the rich intelligent configuration, trendy appearance, long cruising range, and spacious space performance are one of the reasons why The Kr 001 has been recognized.
As for the rapid growth of Hechuang Automobile into a new energy rookie, there are two main reasons.
First, good product power. Hechuang Z03 positioning pure electric SUV, the guidance price of 132,800-178,800 yuan, with a wheelbase of 2750mm, in this level of space advantages are obvious; and as a pure electric product, the endurance level of Hechuang Z03 also reached the upper middle level, like the Tide Cool Version provides 510km, 620km two endurance versions.
In addition, it is intelligence. Hechuang Z03 is equipped with voiceprint recognition, automatic parking, L2 + intelligent driving assistance and many other scientific and technological configurations, and don't look at this is only more than 100,000 models, in terms of language control, Hechuang Z03 can use voice control intelligent driving assistance function, quite ahead.
Second, mature offline channels and after-sales protection. As of the end of April this year, Hechuang has built a total of 179 offline stores, covering 120 cities, and by the end of this year, it is expected to build 279 stores, covering more cities.
Obviously, under the wave of the new four modernizations, more brands have joined the melee, which has raised the expectations of consumers, and everyone's choice of new forces is no longer limited to high-end electric vehicles such as Weilai and Xiaopeng, and also puts their eyes on the more cost-effective "co-creation".
Write at the back:
The uncertainty brought by the epidemic to the industry is certain, and in the next three to five years, car companies should do a better job of combat measures, including open source and throttling, changing external supply to self-sufficiency, and improving the supply chain, etc., to avoid being subject to people in the supply chain.
In addition, the growth speed of a brand is the embodiment of the strength of the overall synergy, and the car companies that can rank among the heads in the future must be in production and supply, product deployment, brand marketing and aftermarket management, and have good performance in all aspects. At the same time, the ranking of new forces will change more frequently, and today's crown sales do not mean that next month can still sit in the first place.