Although it is still in the May Day holiday, the new car-making forces have successively released the delivery data for April. From the data point of view, the delivery volume of the five new car-making forces has declined month-on-month, and the delivery volume has not exceeded 10,000, and the data of Weilai Automobile and Ideal Automobile has dropped sharply year-on-year.
Obviously, the new forces of car manufacturing have been highlighted by the impact of the epidemic and the supply chain.
Specifically, zero-run cars surpassed all new power brands to win the first place, at 9087, while Xiaopeng Automobile was 9002, Nezha Car was 8813, Weilai Automobile was 5074, and the ideal car was only 4167, with a month-on-month decline of 62.2%.
Zero-run cars became the winner of the new car-making forces in April. It is reported that the zero-running car for 13 consecutive months increased by more than 200% year-on-year, following the first sales in March to achieve delivery volume of more than 10,000, zero-running car delivery reached 9,087 units in April, an increase of 228% year-on-year, from January to April this year, the cumulative delivery of zero-running cars exceeded 30,000. Among them, the A00-class pure electric vehicle zero-run T03 with a price of 70,000-80,000 yuan has become the main sales force.
In response to the decline in delivery, industry insiders analyzed that since the end of March, the epidemic in the Yangtze River Delta has rebounded, and the supply chain, logistics and production of the entire industry have been disrupted. For example, Weilai and the ideal automobile production base are located in the center of the Yangtze River Delta, and more than 80% of the parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. Affected by the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu And other regions cannot supply, and some suppliers even completely stop work and operation, resulting in the inability to continue to maintain production after the existing parts inventory is digested, which has a great impact on the production of Weilai and Ideal in April, resulting in the delay in the delivery of new cars for some users.
At the same time, the industry also believes that with the realization of social clearance in Shanghai, Jilin and other places, the supply of Weilai and ideal parts will be alleviated.
But does this mean that the new car-making forces can return to the rising market? The industry is not optimistic.
It is understood that although the new car-making forces almost all ushered in the sales dilemma in April, some new energy brands in traditional car companies still gained an increase. For example, GAC Aeon sold 10,212 units in April, up 23% year-on-year. As of April, GAC Aeon's cumulative sales in 2022 were 55,086 units, up 113% year-on-year, continuing to maintain a strong momentum; for example, BYD New Energy, which sold 106042 units in April, up 313.22% year-on-year.
"The fundamental reason is that GAC E'an and BYD's self-supply capabilities are too strong." Industry insiders said, "GAC Aeon has three original battery technologies including magazine batteries, super-speed batteries, and sponge silicon anode chip batteries, and BYD has blade batteries and more than 70% chip self-supply rate, which allows them to achieve benign development even in a complex social environment." The new car-making forces are too dependent on the supply chain, which greatly reduces their ability to resist risks. ”
According to industry forecasts, 2022 will be a difficult year for the new car-making forces, who not only have to deal with the complex situation of the supply chain, but also face the counterattack of rising traditional car companies, and now at the node of the epidemic in April, the counterattack of traditional car companies has officially begun.
It is worth mentioning that under the linkage of the government and enterprises, it is believed that the problem of the automobile supply chain will be greatly alleviated in May, and the production of new energy vehicle companies will gradually return to normal levels, and it is expected that the industry's production and sales are expected to make up.
However, the recovery of the market is comprehensive, not only the new car-making forces will benefit, the traditional car companies will also benefit, and how to deal with the new car-making forces next is not only a problem of the supply chain, but also to consider the problem that the market competition has begun in an all-round way.
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