Recently, new car-making forces have successively released April delivery data. Affected by the epidemic, the delivery of new forces in April fell month-on-month. It is reported that the delivery volume of the five new car-making forces has declined month-on-month, and the delivery volume has not exceeded 10,000.
Xiaopeng automobile sales
By brand, the delivery volume of zero-running cars in April was 9,087 units, although it decreased slightly from the previous month, but it achieved a year-on-year increase of more than 200% for 13 consecutive months, and under the challenge of the epidemic, zero-running cars won the monthly delivery championship of new forces for the first time; In April, Xiaopeng Automobile delivered 9,002 vehicles, an increase of 75% year-on-year and a 42% decline from the previous month, of which 3714 Xiaopeng P7 deliveries; Xiaopeng P5 delivered 3564 vehicles, Xiaopeng G3 series delivered 1724 vehicles;
In April, Nezha Automobile ranked third with 8813 deliveries, mentioning the epidemic in April, the domestic automotive industry in the supply chain, production and logistics and transportation and other links of collective pressure, most of the car companies in production and delivery were affected, April delivery results have shown a certain degree of decline. However, it is worth affirming that while maintaining triple-digit year-on-year growth, Nezha Automobile has also controlled the decline in delivery within 30% compared with March, which is -26.72%; NIO delivered 5,074 units in April, down about 49.2% month-on-month and 28.56% year-on-year; In April, Ideal Cars delivered a total of 4167 Ideal ONE units, down 24.77% year-on-year and 62.23% month-on-month.
Judging from the delivery of the 5 new forces, the shortage of semiconductors such as chips is not the most important and prominent factor affecting the delivery volume, but the epidemic. Another May 3 news, the Hong Kong stock auto sector collectively fell, ideal car fell more than 5%, Great Wall Motors fell nearly 4%, Xiaopeng Automobile, Yadi Holdings fell more than 3%.
In this regard, industry insiders also said: for the expectations of the auto market in 2022, the overall judgment may not reach the 5% growth rate predicted by the China Automobile Association at the beginning of this year, and the chip shortage will still have a sustained impact, which may have a certain impact on the supply of mainland independent brands and the entire auto market. However, at present, the impact of the epidemic is gradually alleviating.