Not surprisingly, due to the impact of the supply chain in April, the delivery volume of new cars fell to varying degrees month-on-month. Among them, the ideal fell by more than 60% month-on-month, Weilai and Xiaopeng fell by more than 40% month-on-month, and Wei Xiaoli's delivery volume fell the most in April. Among them, Weilai and Ideal can be said to be the new car manufacturers most affected by the supply chain in April.
But there are also people who surprise the business. For example, in April, the top spot in the delivery of new cars was won by Zero Run for the first time, zero run has three cars on sale, I don't know if it is a more running, more affordable mini car T03 occupies the main sales force, but in the end this time did not break the delivery record of more than 10,000 vehicles. From the perspective of year-on-year growth, zero running and Nezha are the same, and the growth situation is better, with a year-on-year increase of 228% and 119.5% respectively.
According to the delivery volume, the second-line new forces are indeed more eye-catching this time.
However, it is also necessary to look at the entire market from the positioning of its products. From the perspective of product structure, for high-premium models such as Weilai and Ideal, it is most affected by the impact of the supply chain. Ideal, with only one model on sale, was unable to balance April deliveries by adjusting the product mix. Compared with the ideal Weilai's higher pricing and higher positioning products, you see Xiaopeng's sales performance is still stable this time.
New cars delivered in April
From this point of view, the ideal of taking a single explosive model strategy is the so-called success and failure.
In this regard, Shen Yanan, co-founder and president of Ideal Automobile, said that more than 80% of Ideal Automobile's parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. "Some suppliers are unable to supply, and some suppliers even completely stop working and shutting down, resulting in the inability to continue production after the existing parts inventory is digested, which has a great impact on the production of Ideal Car in April, resulting in delays in the delivery of new cars for some users."
In April, WEILAI also issued a statement on its APP saying that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another and have not yet recovered. Affected by this, the parts could not be put together, resulting in the suspension of NIO vehicle production.
Not only that, in March and April, starting from the new car, BYD, it also triggered a round of new energy vehicle price increases, the main reason for this round of price increases is the sharp increase in the price of raw materials at the supply chain end and the shortage, from new energy to fuel vehicles, this round of raw material cost pressure continues to be transmitted, and price increases have become the theme of the entire car market.
When the rising cost of raw materials and the supply chain crisis under the influence of the epidemic were superimposed, it caused a big impact on the first month of the second quarter of the new car.
During this period, Li, the founder of Ideal Automobile, wanted to issue a price increase warning, and the car companies that did not increase the price just did not negotiate the price increase. As Li xiang said, in the March earnings call, Weilai, which also said that it did not raise prices for the time being, could not bear the pressure in April, and its "866" models had different price increases.
Image source: Ideal car official micro
When the epidemic in Shanghai caused supply chain companies to stop production and supply shortages caused by logistics problems, He Xiaopeng, chairman of Xiaopeng Motors, said that if Shanghai and the surrounding supply chain companies cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May.
Affected by the epidemic, Wei Xiaoli, who originally launched a new car at the rhythm of the auto show, planned to release and pre-sell new cars ES7, G9 and L9 have also been postponed.
Throughout April, Wei Xiaoli's progress in the high expected pace of opening Q2 was seriously disrupted. The decline in the entire auto market in April is also expected to exceed 30%.
In a series of bad news, NIO ushered in the milestone of a total of 200,000 new cars rolling off the production line in April. In fact, for the key to complete the transformation to scale in 2022, as the head representative of the new car manufacturer, Wei Xiaoli's supply chain management ability has issued an early warning in advance: its volume in the market makes it not yet have sufficient bargaining power in the upstream of the supply chain; the order production model, resulting in insufficient sufficient product reserves to cope with short-term shutdowns and production stops; and whether its capital chain is enough to withstand the pressure from rising costs and supply chain reserves.
Image source: NIO APP
In April, when the entire market was down, GAC Aeon brushed a wave of presence with more than 10,000 deliveries, and Tesla, which was forced to stop work for more than half a month, did not rush to show its April delivery performance. Although everyone knows that the decline in April is not spared for both traditional car companies and new car manufacturers, when the crisis hits the entire industry, who is more vulnerable may be exposed more clearly.
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