Source: Company e
Recently, a number of new energy automobile companies announced the april production and sales data.
BYD continues to top the sales charts, with sales of new energy vehicles reaching 106,000 units in April, up 313% year-on-year. It is reported that this is BYD's two consecutive monthly sales of more than 100,000 vehicles since March.
In stark contrast to BYD's soaring sales, the new car-making forces. In April, the delivery volume of most new car manufacturers was affected by the supply chain, showing a decline from the previous month, and collectively fell below the "club" of 10,000 vehicles.
The pressure on the supply chain has emerged, and the differentiation within the industry has become prominent
On the evening of May 3, BYD announced on the Hong Kong Stock Exchange that in April, the company's new energy vehicle sales were 106,000 units, an increase of 313.22% over the same period last year's 25,700 units. From January to April, BYD sold 392,400 units, an increase of 387.94% year-on-year.
This is the second consecutive month since March this year, BYD's new energy vehicle sales exceeded 100,000 units. Relevant data show that in March this year, BYD's new energy vehicle sales were 104,900 units, an increase of 333.06% year-on-year.
Industry analysts said that there are several reasons for the surge in BYD's sales. On the one hand, the company has a deep layout in the fields of power batteries and semiconductors, which can effectively alleviate the pressure from the supply chain level; on the other hand, through the accumulation of the early stage, BYD has established a solid reputation in the market, even in the context of the general increase in the price of new energy vehicles, COMPARED has a stronger premium ability compared with other brands.
On May 4, Xiaokang disclosed that the company's new energy vehicle sales in April were 8552 units, an increase of 187.56% year-on-year; of which 3439 were sold by Xilis, an increase of 1248.63% year-on-year.
A few days ago, GAC Aeon's April sales report card was also freshly released. According to the data, the sales volume of 10,212 new energy vehicles in April increased by 23% year-on-year. From January to April, GAC Aean's cumulative sales of new energy vehicles were 55,086 units, an increase of 113% year-on-year.
Although single-month sales and cumulative sales have shown a year-on-year growth trend, GAC Aeon still emphasized the negative impact of supply chain pressure on sales when releasing sales data.
Recently, affected by the epidemic, auto parts enterprises in many parts of the country have stopped production and operation, which has seriously affected the production and delivery rhythm of vehicle enterprises.
Among them, new car manufacturers are more prominently affected by the supply of parts. According to the delivery "report card" disclosed by a number of new car manufacturers, in April this year, the delivery volume of zero-running cars, Xiaopeng Automobile, Nezha Automobile, Weilai Automobile and Ideal Automobile collectively fell below 10,000 units, showing negative growth from the previous month.
Specifically, zero-run cars sold 9,087 vehicles in April, an increase of 228% year-on-year, ranking first in the monthly delivery volume of new car-making forces.
The "counterattack" of zero-run cars directly shook the inherent pattern of the first echelon of new car-making forces. Relevant data show that in April, the delivery volume of Xiaopeng Automobile and Nezha Automobile ranked "second" and "third" in the list of new car-making forces. Among them, Xiaopeng Automobile delivered 9,002 vehicles, an increase of 75% year-on-year, and Nezha Automobile delivered a total of 8813 new cars, an increase of 120% year-on-year.
Weilai and Ideal Automobile, which have been "dominating the list" of the top three sales of new car-making forces, have seen "Waterloo" in April sales. The data shows that Weilai delivered 5,074 new cars in April this year, down 28.56% year-on-year and 49.18% month-on-month. Ideal Cars delivered 4167 new vehicles, down 24.77% year-on-year and 62.23% month-on-month.
As for the reason for the decline in deliveries, many new car manufacturers have attributed it to the impact of the shortage of parts. Shen Yanan, co-founder and president of Ideal Auto, revealed that more than 80% of Ideal Auto's parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu Province. Affected by the epidemic, some suppliers can not supply, and some even completely stop work and operation, resulting in a serious impact on the company's production, and the delivery of new cars for some users is delayed.
Ye Shengji, chief engineer and deputy secretary-general of the China Association of Automobile Manufacturers, told the Securities Times e Company reporter that when the big industrial change or impact comes, those enterprises with comprehensive strength, technical foundation, strong funds and good control of the industrial chain will have a better life. Conversely, if the management of the supply chain is weak, it may face certain survival difficulties.
Brokers: The chain reaction of the "rising price tide" will be reflected in May-June
Recently, in addition to coping with pressure from the supply chain level, new energy vehicle companies must also overcome the rising costs caused by rising raw material prices. Therefore, most new energy vehicle companies have chosen to increase the price of their products to cope with the soaring prices of upstream raw materials.
Although the price of raw materials for some power batteries has been reduced recently, due to the fixed cycle of cooperation and price negotiations between battery manufacturers and car companies, the decline in raw material prices cannot be directly transmitted to the pricing level of terminal products in the short term.
Guohai Securities analysis said that high-quality new energy vehicle brands can effectively digest the short-term negative impact of price increases on sales. The rising price tide will be a reshuffle of the new energy vehicle market, and the market share will be further concentrated on high-quality brands. At the same time, the price increase of new energy vehicles often affects the short-term decision-making of consumers, in the medium and long term, the price point in the hearts of consumers is expected to change with the overall market price environment changes, and the development momentum of new energy vehicles remains strong.
According to the analysis of Guojin Securities, in May, the supply chain blockage and suspension of production caused by the epidemic are expected to gradually recover. Due to the stock order and price increase timing factors, sales in May and June will gradually reflect the real demand after the rise of raw materials, and once the data exceeds expectations, the new energy vehicle sector will have the opportunity to rebound.