At the beginning of May, under the background that most traditional car companies had not yet announced their April sales, the new car-making forces that have always been more active in disclosing the delivery volume disclosed the situation in April. In the past, the deliveries they disclosed could serve as a barometer for the new energy vehicle market, but this time they may serve as a barometer for the entire auto market.
The editor of "Dao Ge Said Car" noted that as far as the delivery volume of the new car-making forces in April is concerned, including zero-run, Nezha, Xiaopeng, Weilai, and the ideal five new car-making forces in April, the delivery volume of the five new car-making forces has declined to varying degrees, of which the three former top three of "Wei Xiaoli" have been cut from the waist, and this has also given zero running and Nezha the opportunity to become the top three, and the number of seats of the new car-making forces has undergone major changes.
In fact, as early as last month, Weilai founder Li Bin, ideal founder Li Xiang, Xiaopeng founder He Xiaopeng have expressed their concerns about the delivery status of the enterprise in different ways, of which Li Bin personally spoke under the news of Weilai's suspension of production, Li Xiang also posted a statement to pay attention to parts suppliers, and He Xiaopeng even exclaimed that if the Shanghai area still cannot resume work and production, car companies will stop production in May. Perhaps, the sales of the above-mentioned new car-making forces have declined month-on-month, but also because they have borne the pressure of the supply of the entire industry.
Chen Binbo, CEO of Minshi Group, told the editor of "Dao Ge Say Car" in the financial highlight V live broadcast that the resumption of work in April this year is very unoptimistic, the production level is only about 50% of the past, and the logistics pressure is also very large, due to the epidemic prevention policies in various places, logistics is difficult to move. It further revealed that according to its understanding, Dongfeng Honda's production time in April is even less than a week. At the same time, Ford motor executives revealed to the editor of "Dao Ge Say Car" that the brand dealership closure rate reached more than 50%, and the place where the store was opened normally was also unnecessary for car consumption.
Although the above-mentioned industry insiders revealed that the information is less involved in new car-making forces, to a certain extent, it also shows that the current car market is not optimistic.
New car-making forces delivered the general market barometer month-on-month?
In the past for a long time, the new energy car companies represented by the new car-making forces have generally made great progress, especially the above-mentioned 5 new car-making forces, and it is not surprising that the monthly delivery volume exceeds 10,000. However, in April, their situation was not optimistic, and the editor of "Dao Ge Said Car" noted that the five new car-making forces including Zero Run, Nezha, Xiaopeng, Weilai and Ideal were all less than 10,000 vehicles in April, and all of them declined to varying degrees.
Specifically, zero-run cars, as the sales champion of the new car-making forces in April, delivered 9,087 vehicles in April, an increase of 228% year-on-year, but still fell by 10% month-on-month; while another dark horse, Nezha Automobile, also did not break through the 10,000-unit mark in April, with 8813 deliveries in the month, down more than 26% month-on-month. In March, the delivery volume of the two new car-making forces exceeded 10,000 units.
In contrast, the performance of the three new car-making forces of "Wei Xiaoli" is even less optimistic, in April this year, the delivery volume of Xiaopeng Automobile fell by 41.60% month-on-month, and Weilai delivered 5,074 new cars in April, down 49.18% month-on-month. Ideal Cars delivered only 4,167 units in April, ranking at the bottom, down 62.23% month-on-month. The data shows that the previous top three have all been cut off in April.
In fact, the emergence of this situation is not difficult to understand, affected by the epidemic and supply chain in April, many vehicle factories and supply chains have been shut down, and the logistics is not optimistic, among them, the two major automobile cluster areas in the northeast and the Yangtze River Delta are the hardest hit areas, which obviously affects the positive development of the automobile market. The new car-making forces that are the first to announce the delivery volume also play the role of a barometer of the automobile market, and as far as the entire market is concerned, the car sales in April may not be optimistic, and this lack of optimism may continue, but it will always improve.
Production capacity recovery is still early, but it has improved month-on-month "production and sales" into the sales status quo
Judging from the delivery results handed over by the new car-making forces in April, they are not smallly affected by the suspension of production and supply chain disruptions derived from the epidemic, and even after the gradual resumption of work and production of related enterprises in the Shanghai auto industry on the 18th of last month, this impact may not be completely eliminated.
Chen Binbo, CEO of Minshi Group, revealed to the editor of "Dao Ge Say Car" in the financial highlight V live broadcast that auto parts companies are gradually resuming work, but according to the needs of automakers, although most of the automakers are resuming work in May, many OEMs are only producing in a single shift, and the production capacity is restored by up to 50%, while some OEMs even if they produce in double shifts, May Day has not taken a holiday, and the capacity recovery will not exceed 70%.
According to his research, a well-known securities analyst revealed to the editor of "Dao Ge Say Car" that the auto industry chain in the northeast region gradually returned to normal in the middle and middle of last month, and the automotive industry chain in the Yangtze River Delta region also gradually recovered from the 18th of last month, and the local SAIC passenger car resumption level was higher, but the level of resumption of production of saic-volkswagen and SAIC-GM two major joint venture car companies will still be lower. However, from the survey, the production and sales targets set by automakers in May are still relatively optimistic, and they hope to restore the normal level of the past through overtime production in May and the release of accumulated demand, and restore the gap between supply and demand by June. It believes that the current automobile industry is in a stage of improvement from the previous month.
Judging from the information currently circulating on the Internet, there are many car owners in the terminal market who cannot pick up the car, and there are also some dealers who have a large inventory of models, even if the production capacity returns to the normal level of the past, the sales volume of the terminal market may also be challenged. Chen Binbo, CEO of Minshi Group, revealed to the editor of "Dao Ge Says Car" in the financial highlight V live broadcast that the current production of automakers is not scheduled according to market demand, but to see what parts they have and schedule production, which used to be fixed by sales, and now it is set by production.
In addition, according to the data of the Association of Passenger Vehicles, the overall retail sales of the narrow passenger car market in the second week of April this year reached an average of 27,000 units per day, down 39% year-on-year, and down 33% from the average in the second week of March this year. According to industry analysts, due to the impact of the epidemic, it is normal for the sales volume of the car market to decline by 30% to 40% in April, and the terminal demand also needs a period of recovery, the epidemic has made people's economic expectations worse, and due to the epidemic prevention policy, many 4S stores have not been to go even if they are open.
Due to the impact of the epidemic, the development of various industries across the country has been challenged, and the automobile industry is naturally no exception. However, judging from the rhythm of the resumption of work and production in various places, the industry is gradually improving. Chen Binbo, CEO of Minshi Group, told the editor of "Dao Ge Say Car" in the financial highlight V live broadcast that from the expected market plan given to the company by the automaker, the production capacity of the automaker will recover to 90% in June, and its judgment is that if there is no resistance to the resumption of work and production of parts and vehicle companies, production will return to normal levels after July.