On Labor Day on May 1, Extreme Kr took the lead in releasing the report card, which started the dispute over the delivery volume of new car companies. Deeply caught in the supply chain shortage crisis, the Yangtze River Delta epidemic repeated and other factors, many new forces of enterprise logistics, production rhythm has been disrupted, the delivery cycle extension is also a problem in the terminal market, from the April delivery data, most of the new car-making enterprises delivery volume suffered from Waterloo, we are familiar with the ideal, Weilai and even the delivery volume halved.
However, the head of the enterprise delivery crisis also gave the opportunity to latecomers, in the April delivery list, zero-run cars hit a new high in monthly delivery and reached the top for the first time, Nezha Automobile also showed a stable performance, today buy a car Jun to take you to analyze the report card of each enterprise.
Delivery hit Waterloo, the darkest hour of April
Under the dual pressure of the domestic epidemic and the upstream supply chain, the decline in sales in the automobile market in April was long expected. The new car-making forces have adhered to the tradition of efficiency and released the list in early May. In terms of rankings, zero-run cars have sprung up, reaching the top with a record of 9,087 units in April, and achieving an excellent performance of more than 200% year-on-year growth for 13 consecutive months. Xiaopeng and Nezha ranked 2nd and 3rd respectively, although the delivery volume in April fell compared with the previous month, but still achieved positive year-on-year growth, which is not easy in today's context.
He Xiaopeng, the founder of Xiaopeng Automobile, said on social media in mid-April that the supply chain cannot be dynamically restored, and the national automakers may stop production in May. Coincidentally, when it comes to the decline in deliveries in April, Shen Yanan, co-founder and president of Ideal Automobile, said: "Affected by the epidemic in the Yangtze River Delta since the end of March, some suppliers located in Shanghai and Kunshan, Jiangsu And other regions have been unable to supply, and some suppliers have even completely stopped work and stopped 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 Ideal Automobile in April, resulting in the delay in the delivery of new cars for some users. ”
Weilai's life was also difficult, and Weilai, which experienced the suspension of vehicle production, only handed over a report card of 5,074 vehicles in April, which was lower than the delivery volume in February in the off-season last year. Li Bin, founder, chairman and CEO of Weilai, said frankly: In mid-March, some of our parts were out of supply, relying on some parts inventory to barely support.
In addition to the impact of the epidemic, the car buyer learned that Weilai ES6, ES8 and EC6 will release the annual redesign model in May, and many favorite users are waiting for the new model to be launched, more or less enthusiastic about the models on sale.
After a third of 2022, it is not friendly to the automobile market, the repeated epidemic has led to problems in the supply of parts, according to the data of the Association of Passenger Vehicles, it is predicted that the narrow passenger car retail market in April will be about 1.1 million units, down 31.9% year-on-year, and the annual sales of more than 5.5 million new energy vehicles expected at the beginning of the year are now difficult to achieve.
But we believe that the darkness will eventually pass, and we look forward to the coming dawn together.
"Winner" zero run to the high end, Nezha followed
The zero run of the first "new king" has impressed everyone, why is the zero run not affected by the epidemic? The official answer is: based on zero-run global self-research, multi-regional planning in the selection of the supply chain has effectively improved the supply situation.
From the perspective of the product camp, the main sales product of zero-run is T03, and the new car aims at the market positioning of pure electric cars, solves the supply problem of second- and third-tier cities, and zero-run T03 successfully becomes a strong competitor in the range of 70,000-80,000 yuan. Another zero-run model, the C11, is positioned higher, with a long range of 550 kilometers, 4.5 seconds of 100 kilometers of acceleration and a good cost performance.
After successfully occupying the market segment, Zero Run has set its goal at a higher level, and Zero Run's new medium and large sedan C01 will be officially released on May 10 and pre-sale will be opened. Judging from the current forecast map, zero-run C01 adopts coupe model design, with a length of 5050 mm, which is a product comparable to Weilai ET7, and is also an important strategic layout product for zero-run impact on the high-end electric vehicle market.
According to the official introduction of zero running, zero running C01 adopts self-developed intelligent power CTC battery chassis integration technology, which is the world's first electric vehicle without battery pack, equipped with a 90 kWh battery, and the cruising range of CLTC is 717 kilometers. Research and development of battery, chassis integration technology, zero run took 6 years to achieve mass production, cancel the battery pack design in the industry is still relatively fresh, this can not only improve the power battery capacity density, but also can better solve the problem of space utilization, the official said, zero run C01 vehicle battery layout space increased by 14.5%, comprehensive endurance increased by 10%.
In addition to zero-run cars, Nezha Automobile has also made great strides, and after the release of the report card delivered in April, Nezha Automobile achieved a year-on-year increase of 22 consecutive months since July 2020. In terms of product layout, Nezha Automobile is also about to have a chonggao model into the market, which is the first model Nezha S from the Shanhai platform.
Nezha S is regarded as the key to opening the brand to a new, the originality of the design and intelligent configuration have made it quite expected during the publicity period, the 17.6-inch central control screen in the car, the 12.3-inch co-pilot entertainment screen, the full LCD instrument panel and the AR-HUD head-up display can achieve four-screen linkage. In the field of assisted driving, Nezha S is equipped with 2 laser radars, 5 millimeter wave radars, 12 ultrasonic radars and 13 cameras, and with the support of the TA PILOT4.0 system developed by Huawei's MDC610 chip based on the 200T computing power, Nezha S can achieve L4 intelligent driving in specific scenarios.
Thanks to the Shanhai platform, Nezha S will launch two drive models, the extended range version and the pure electric version, of which the pure electric version of Nezha S's NEDC endurance has reached 800 kilometers, the comprehensive power of the front and rear dual motor versions has reached 340 kilowatts, the peak torque is 600 Nm, and the acceleration time of 100 kilometers is 3.9 seconds. From these data point of view, Nezha S can definitely compete with the hot competitors on the market, starting from Nezha S, Nezha brand will impact the 300,000 pure electricity market.
Nezha S and zero run C01, their respective brands two high-speed works are about to unveil, the monthly delivery volume has been firmly ranked in the first camp of the new forces of car-making two major brands, to start in the product layout, brand value of the force, Nezha and zero run will also be more and more consumers pay attention, a new force of enterprises in the high-end field of PK is about to start.