After entering May, a group of new car-making forces took the lead in opening the monthly delivery competition. Overall, under the impact of the epidemic, most of the new forces have suffered Waterloo deliveries. Especially among the head enterprises, Ideal and WEIlai fell by nearly half and more than 60% year-on-year, respectively. In contrast, only Xiaopeng achieved contrarian growth, Eian became the only brand with monthly sales of more than 10,000, and zero-run cars last month also surpassed the top three of "Wei Xiaoli".
The "cut off of supply and transportation" has cut off the production and sales of some new forces
Among the top three new forces, due to the epidemic, the delivery volume of WEILAI Automobile and Ideal Automobile in April was the most affected. Among them, NIO delivered 5,074 vehicles last month, down 49.2% month-on-month, of which NIO's first car, THE7, delivered 693 units. On April 9, Weilai announced the suspension of vehicle production. At that time, Li Bin, the founder of Weilai, said that due to the epidemic in Changchun and Hebei, some of their parts had been cut off in mid-March, relying on some inventory parts to barely support until a week ago. Unexpectedly, there was an epidemic in Shanghai and Jiangsu and other places, and many partners could not supply goods and could only suspend production. In addition to the impact of the epidemic, NIO ES8, ES6 and EC6 plan to release annual revamped models in May, which also has an impact on April sales.
Relying on one model to hit the world's ideal car, the delivery volume in April was only 4767 units, down 62.2% month-on-month. In this regard, the ideal car attributed to "supply chain issues leading to delays in the delivery of new cars". Shen Yanan, co-founder and president of Ideal Automobile, explained in his official Weibo that ideal automobile Changzhou base is located in Changzhou, Jiangsu Province, in the heart of the Yangtze River Delta, and more than 80% of ideal automobile parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. He said that due to the impact of the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu and other regions could not supply, and some suppliers even completely stopped work and operation, resulting in the inability to continue to maintain production after the existing parts inventory was digested, which had a great impact on the production of ideal cars in April, resulting in delays in the delivery of new cars for some users. Ideal Auto officially said that the next effort is to control the delivery delay of users within three weeks. In addition to the reasons for being limited by the supply chain in a special period, the single product itself and the target market are too narrow, which also makes it more likely to be affected when the market changes.
Last month, the sales ranking of new forces changed a lot. (Data from the Association of Multipliers)
In the decline of other competitors, Xiaopeng can be regarded as an alternative. In April, Xiaopeng Automobile delivered 9,002 units, an increase of 75% year-on-year. Among them, xiaopeng P7 delivered 3714 vehicles, Xiaopeng P5 delivered 3564 vehicles, and Xiaopeng G3 series delivered 1724 vehicles. Some industry insiders pointed out that this is due to the "advantages" of the production base and the region where the supply chain is located, so that Xiaopeng's production and sales are greatly lower than Weilai and Ideal. It is understood that the current production base of Xiaopeng Automobile is located in Zhaoqing, Guangdong, Wuhan and other places. In the first quarter, Xiaopeng Automobile delivered 15,000 units in January and March. The P5, a medium-sized sedan that manufacturers have high hopes for, has increased its delivery volume to 3564 units last month, approaching 3714 P7.
Next, the new forces of car manufacturing will also usher in a wave of high-speed product listings. In addition to the postponement of the release of the second model of the ideal car, the L9, the ES7, a large five-seater SUV, also plans to postpone the release time until the end of May. The G9, positioned as a five-seat medium and large SUV, also shoulders the heavy responsibility of Xiaopeng "rushing high", which will be in direct confrontation with Weilai ES6 and Ideal ONE. In addition, Zero Run also plans to launch the C01 medium and large pure electric sedan in the second quarter.
As the second echelon of the original new car-making forces, Nezha and Zero Run still continue the previous growth momentum. Among them, the delivery volume of Nezha cars is 8813 vehicles. Among them, Nezha V contributed 5694 vehicles, an increase of 48% year-on-year. According to the official Weibo of Zero-Run Cars, the brand delivered 9,087 vehicles last month, which has increased by more than 200% year-on-year for 13 consecutive months. A00-class pure electric vehicle zero-run T03 has become the current sales force.
E'an became the only brand that sold more than 10,000 brands in the month
In contrast, the "new forces" in traditional car companies have clearly differentiated in sales. The most eye-catching performer is still Aean, which still reached 10,212 units despite a 50% month-on-month sales decline in April, and the only one that could sell more than 10,000 last month.
Krypton delivered 2,137 vehicles in April, the fifth consecutive month it has delivered 2,000 vehicles. Since the official delivery in October last year, the delivery volume has been more than 2,000 units since December.
The delivery data of Jihu Automobile in April was 1140 units, an increase of 54% month-on-month and 1113% year-on-year. This number is obviously nothing compared to other new forces, but it is an improvement for the brand, which averaged only about 500 units per month last year. It is understood that the alpha T and alpha S part of the polar fox are on sale, and the price will be raised by 5400 yuan in mid-May. Jihu Automobile said that due to the impact of the epidemic, although the production and delivery in May faced certain challenges in the short term, the growth momentum of new orders was obvious.
According to the April production and sales express report released by Xiaokang Shares, the production and sales of the Xilis brand in April were 3125 vehicles and 3439 vehicles, respectively, and the cumulative production and sales this year were 9933 vehicles and 8483 vehicles, respectively. Since January this year, Huawei's Smart Choice Cyrus SF5 has basically been suspended and discontinued. The AITO M5 began its first deliveries in early March.
It is believed that the production and sales of new energy vehicles will soar in May
For the huge decline in some new energy vehicle companies last month, Cui Dongshu, secretary general of the All-China Federation of Passenger Vehicles, believes that it is not surprising. In his view, after all, the car companies in Shanghai and Northeast China have been affected by the production in March, and the inventory has been basically cleared at the end of the first quarter, and the effective inventory of the manufacturer has been cleared. The resumption of work and production since April 18 is still in the recovery process from stress testing to normal production, and it is normal for manufacturers to have low wholesale. However, the magnitude of the decline exceeded expectations. Cui Dongshu pointed out that under normal circumstances, April is in a normal decline compared with March. There are three main reasons for the decline: first, the working time in April is relatively short compared to March, the natural day itself is 30 days, one day less than the 31 days in March, and april has the qingming festival and May Day vacation occupation, the production time is relatively short; followed by the sprint time point at the end of the quarter in March, and the brands hope to form a good performance at the end of the quarter, so March generally forms a strong sprint sales at a higher level; third, because the epidemic in March has rebounded significantly, April entered one of the most serious times of the epidemic, so April this year formed a sharp decline compared with March, many car companies' supply chain damage for a long time, from the middle of March in Changchun began to enter a state of shutdown, Shanghai in late March into a shutdown, so the whole month of April in a state of relatively insufficient supply. "Although the resumption of work and production in Shanghai in mid-to-late April has begun, in the state of strict control, the overall resumption of work and production at a low level must wait until the industrial chain and logistics and transportation can be effectively restored, and the situation of car companies can really get better." It is believed that the production and sales of new energy vehicles will soar in May. Cui Dongshu is still optimistic about the next performance of the new energy vehicle market.
Nandu Wan Finance Agency reporter Liang Luozhe