During the May Day holiday, various new car-making forces and some traditional car companies announced the delivery volume (sales) in April. As people fear, under the combined influence of the epidemic and the price increase of raw materials, most of the deliveries of new car manufacturers that can rank in April have suffered sharp declines. For example, the delivery volume of the three car companies of "Wei Xiaoli" is close to the waist cut compared with March, and only zero running still maintains the only face. The most unexpected thing is that Weilai, Ideal, Xiaopeng, Zero Run, Nezha, the five car companies that have performed well in the past, did not have a delivery volume of more than 10,000 in April.
GAC Aeon performed eye-catchingly
The ideal decline is the greatest
Many people should remember that zero-run cars, Xiaopeng motors, Nezha cars, and ideal cars all exceeded 10,000 in March, and in April, none of them broke through 10,000.
According to the data released by the car companies themselves: Weilai Automobile delivered 5074 vehicles in April, down 13.5% year-on-year and 49.2% month-on-month; Xiaopeng Automobile delivered 9002 vehicles in April, which seems good, but compared with the past, there is still a certain gap, down 41.60% month-on-month; the delivery of ideal cars in April was 4167 units, down 62.2% month-on-month, which was the lowest delivery volume in the first four months of this year, and it is also the car manufacturer with the largest decline. If you rank by sales volume, the ideal delivery volume can only rank sixth, almost close to the bottom.
In contrast, zero-run was the biggest dark horse in April, with monthly sales of 9,087 units, an increase of 228% year-on-year, beating Xiaopeng Motors, Weilai Automobile and Ideal Automobile. Nezha Automobile, which had a good momentum before, delivered 8,813 units in April, although up 119.5% year-on-year, but also fell by more than 26% month-on-month. If there is still something to watch in April, GAC Aean may be a company. Although GAC Aean was born from the traditional car company GAC Trumpchi, it is also a separate new energy car brand, and the delivery volume of GAC EAN in April is the only car company that has broken through 10,000 in the new car-making forces, reaching 10,212 vehicles. Since gazing aviation Aean in March, it has been out of control, and has won the sales crown of the new car-making force for two consecutive months. Although GAC Aeon increased by 23% year-on-year in April, the month-on-month decline was not small, close to 50%.
Another winner is BYD. In the past two years, BYD has continued to maintain rapid growth in the domestic new energy vehicle market. In April, BYD continued to top the sales volume of new energy passenger cars with 105475 units, up 321% year-on-year. This is also BYD's two consecutive monthly sales of more than 100,000 vehicles since March. According to industry analysts, BYD has withstood the impact of this round of epidemic with its self-developed and produced blade batteries and relatively more perfect supply chain system. At the same time, BYD has built factories in Shenzhen, Xi'an, Changsha and other places, and its location is less affected by the epidemic, which is also an important reason for its stable production and sales.
War and epidemics have affected supply chains
Sales may show a recovery increase in May
For the decline in sales in April, in fact, the industry has long expected. On the one hand, after the outbreak of the Russian-Ukrainian war, the shortage of chips intensified, and the price of battery raw materials continued to rise, making almost all electric vehicle brands choose to increase the price of products to cope with the price of upstream raw materials; on the other hand, due to the impact of the epidemic and supply chain in April, Changchun, Shanghai and other places in the vehicle factory and supply chain were shut down, and the logistics were not optimistic.
Shen Yanan, co-founder and president of Ideal Automobile, once explained that more than 80% of Ideal Automobile'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, some suppliers cannot supply, and some suppliers even completely stop work and stop operation, resulting in the inability to continue to maintain production after the existing parts inventory is digested.
In addition, Weilai founder Li Bin, ideal founder Li Xiang, Xiaopeng founder He Xiaopeng have expressed their concerns about the delivery status of the company in different ways, and He Xiaopeng even exclaimed that if the Shanghai area still cannot resume work and production, car companies will stop production in May.
In addition to the supply side being affected, the market side is also affected. A sales consultant of an ideal car revealed that in the past half a month, the passenger flow in the showroom has almost halved, even if it is a small holiday on May Day, there are not many customers who come to see the car and test drive, "this situation has not appeared for a long time" He analyzed that the reduction of consumer interest in customers should be related to the epidemic, "At present, the entire economic situation tends to be tense, and car buyers are expected to decline in income, or investment is affected, which has led to a decline or delay in purchase willingness." ”
China's services activity fell to its lowest level in more than two years as the pandemic and containments continued to hit consumer spending and threaten economic growth, according to a statement released by Caixin and S&P Global on Thursday (May 5).
Wang Zhe, senior economist at Caixin Think Tank, analyzed: "The local epidemic continued in April, the manufacturing and service industry boom also continued to weaken, the service industry contracted even more, the local epidemic limited supply and demand, and the service industry PMI and new business indicators fell to the lowest since February 2020. ”
At present, May has begun, although car companies in some areas have resumed work and production, but the epidemic is still repeated, people are worried about whether the performance of new energy vehicles in May will be better.
In this regard, Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Association, believes that the supply chain recovery has begun from the end of April, and the production and sales of new energy in May will show a sharp increase compared with April. In addition, in recent days, some regions have begun to introduce measures to stimulate automobile consumption, taking Guangdong as an example, the province officially issued the "Guangdong Province to further promote consumption of several measures", which will be for individual consumers to purchase new energy vehicles to issue subsidies.
Orange Persimmon Interactive Reporter Tang Dengtao