Compared with the more conservative traditional car companies, the new car companies are keen to report the results of the previous month at the beginning of the month. We can also see the changes in the current development of the new energy vehicle market in the report card of these new forces. In May, how will the new energy vehicle market go?
Previously, when it comes to mentioning new car-making forces, people will say "Wei Xiaoli", because in recent years, Weilai, Xiaopeng and Ideal have been at the forefront of new car companies in terms of sales. Recently, though, this ranking has been broken. In the past April, "Wei Xiaoli" not only lost the first place, but also left only the Xiaopeng family in the top three.
Zero-run cars are emerging dark horses
Zero-run cars officially released the delivery data in April 2022, and a total of 9,087 units were delivered in that month, achieving a year-on-year increase of more than 200% for 13 consecutive months, and the results were very eye-catching. At the moment when there is a shortage of chips and logistics obstruction, although the zero-run car has fallen slightly from the previous month, it is still ranked in front of Xiaopeng Automobile with a slight advantage, and finally got the first position of the new power brand as desired.
Zero-run cars are not only developing fast, but the technology is also constantly iterating. Not long ago, zero-run car, as the first domestic car company, took the lead in releasing CTC battery chassis integration technology, which caused a lot of heat and attention in the entire industry.
Xiaopeng retained his top three position
A few days ago, Xiaopeng Automobile announced the latest delivery results. In April 2022, Xiaopeng Automobile delivered 9,002 units. Like most car companies, Xiaopeng Motors has recently been severely challenged in many aspects such as supply chain, production and logistics and transportation.
Due to the postponement of the Beijing Auto Show, the Xiaopeng G9, which was scheduled to be announced at the Beijing Auto Show, may be postponed to June, and is expected to be officially delivered in the third quarter (as soon as the end of August). The new car is positioned as a medium-sized and large SUV, which will become the flagship product of Xiaopeng Automobile, and may further enhance the delivery data of Xiaopeng Automobile in the future.
Continuous growth of Nezha car
Like zero running, Nezha Automobile announced the delivery data of April, achieving 8813 deliveries, a year-on-year increase of 120%. From January to April 2022, Nezha Automobile delivered a total of 38,965 units, an increase of 240% year-on-year. So far, Nezha Automobile has achieved a year-on-year increase of 22 consecutive months since July 2020.
From the perspective of sales in April, due to the impact of the domestic epidemic and the upstream supply chain, the sales volume of the automobile market has declined significantly, but Nezha Automobile has become one of the few enterprises in the industry to achieve a sharp rise against the trend.
Delivery is limited
NIO also announced its April delivery data in early May, with a total of 5,074 units delivered in April. On April 9, WEILAI said on the official APP that since March, due to the epidemic, the company's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production. Affected by this, NIO's vehicle production has been suspended, and some new car deliveries have been delayed.
According to Weilai, the demand for new car orders continues to grow, but it is necessary to further overcome the pressure caused by the epidemic and supply chain.
Share the ideal of "sorrow and joy" with NIO
As lonely as Weilai, the results of the ideal car are also lonely, as a member of the first army, the results of the ideal car are not ideal.
At the beginning of May, Ideal Auto also announced the delivery data for April 2022, with a total of 4167 deliveries of Ideal ONE, and since the beginning of delivery, the cumulative delivery volume of Ideal ONE has reached 159971 units. Next, the ideal L9, which focuses on the full-size SUV market, is also about to go on sale.
Previously, Ideal Auto issued an explanation for the delay in the delivery of new cars for some users. The explanation said that the main reason for the delay in delivery was that the supply chain enterprises in Jiangsu, Zhejiang and Shanghai could not supply, which affected the sales of ideal cars.
The weakness of the big car
Judging from the achievements of each company, they are more or less affected by parts and logistics, especially the car companies located in the Yangtze River Delta region. But the zero-running car, which is also located in the Yangtze River Delta region, has achieved better results. At the same time, Xiaopeng Automobile, located in the Pearl River Delta region, is also under pressure in terms of sales.
Zero run, which has outperformed the market, Nezha also belongs to car companies located in the Yangtze River Delta, and can achieve better results, which is related to the fact that the models they launched are more "close to the people". "Wei Xiaoli", as an early batch of new power brands that grew up, adopted the scheme of high-end models to hit the market, and the prices of Weilai ES8, Ideal ONE, and Xiaopeng P7 were relatively high. The market size of high-end models is relatively smaller than that of "people-friendly" models, and it is inevitable that the growth rate will encounter bottlenecks.
At the same time, high-end models are more susceptible to "lack of cores" and logistics due to more functional configurations. The zero-run car insists on self-research, which also makes its production rhythm more stable. Zero-run auto officials said that based on global self-research, Zero-Run adopts multi-supply enterprises and multi-regional planning in the choice of supply chain to effectively improve the impact of the epidemic on supply chain supply assurance. Nezha Automobile also said that Nezha Automobile has always made popular products, and the original intention of building cars for the people remains unchanged.
In the future, as the penetration rate of new energy models continues to grow, its substitution effect will become more and more obvious, and the market size of people-friendly new energy models will be further expanded.
This can be seen from BYD's sales, and BYD's automobiles, which have fully turned to new energy, have reached 105475 cumulative sales in April, which is higher than the sales of all new power brands. Most of the more than 100,000 vehicles delivered by BYD in April are also concentrated in the price of 100,000-200,000 yuan.
Xiaoxiang Morning News reporter Hu Xiong