Industry collective avalanche, new energy vehicle sales in April collective waist, the plate will collapse?

Time flies so fast, and the monthly sales analysis of new energy vehicles has quietly arrived! April's sales can be summed up in one word: miserable!

Collective waist chop

Let's take a look at the sales volume of several new energy vehicle companies.

It can be seen that although many year-on-year can still be seen, it is almost a collective avalanche in the chain.

Among the three major new forces, the ideal that has been very stable in the past, this avalanche, only delivered 4167 vehicles, plummeted 62.2% month-on-month, Weilai followed close behind, month-on-month, but the reason why it looked better than the ideal month-on-month was mainly because it was in the mire in March...

The more stable performance is still Xiaopeng, although it is also a sharp drop of 41.6% month-on-month! Among them, xiaopeng P7 delivered 3714 vehicles, Xiaopeng P5 delivered 3564 vehicles, and Xiaopeng G3 series delivered 1724 vehicles. Recently, it has been preheating up the G9 and looking forward to the performance of the G9 market after the listing.

Nezha Automobile, which performed well in the first few months, also fell 26.7% month-on-month in April, but it doubled year-on-year, which is still very eye-catching. Among these newly created new energy vehicle companies, it turned out that the zero-run car performed the most steadily, still delivering 9,087 vehicles in April, down only 9.7% year-on-year, and this sales volume has surpassed Wei Xiaoli!

However, considering that Zero Run has recently sprinted to the listed Hong Kong stock market, to be honest, for data individuals still maintain a certain degree of doubt, the capital market is sinister, and have to guard against! After all, we are already commonplace listed companies that have various glories before listing and expose prototypes after listing.

Moreover, the average price of zero-run cars is not a grade at all with Wei Xiaoli, and it is not appropriate to directly compare it.

In fact, there is another good performance, that is, Extreme Kr 001, delivered 2137 new cars in April, an increase of 19.1% month-on-month. However, the reason why it can grow month-on-month in April is mainly because it was too crotch-pulling before, after all, its cumulative delivery volume from January to April was only 10,000, 10,378 vehicles, and the cumulative delivery of vehicles since the delivery of the history has reached 16,385.

You should know that the positioning of The Extreme Kr 001 is similar to model 3, Xiaopeng P7, BYD Han, and the more ferocious the market volume, but looking at the sales, the shoes for these models are not worthy.

However, according to the official disclosure of Extreme Kr, the monthly order volume of the Extreme Kr 001 model exceeded 10,000 in April, a new high since the delivery, is it true or false, and the next delivery volume can be seen in the real chapter!

Why are sales so dismal in April?

The reason for the sales cut in April

There are many reasons, the most core is the recurrence of the epidemic!

The problem of global automotive chip shortage caused by the epidemic has not been well solved, and many car companies are still suffering from the shortage of automotive chips.

The automotive chip problem has existed for the past year, but the biggest impact on the sales of new energy vehicles in April was the shutdown of the supply chain of the automotive industry caused by the Shanghai epidemic.

Many people do not know the importance of Shanghai to China's automobile industry, in fact, Shanghai's automobile production is close to one-tenth of the country's automobile production!

Moreover, the importance of Shanghai to China's automobile industry is not only reflected in the manufacture of complete vehicles, but also has an even more significant impact on the entire Supply Chain of China's automobile industry.

As a result, this time Shanghai was shut down due to the epidemic, which had a major impact on China's automobile industry, and several industry leaders have spoken "crying miserably" and hoping to resume work and production as soon as possible.

Huawei Yu Dazui, who now focuses on smart cars, posted in the circle of friends: "If Shanghai continues to fail to resume work and production, after May, all technology/industrial industries designing Shanghai's supply chain will be completely suspended, especially the automobile industry!" The economic loss/cost of the industry will be very large! Since mid-April, some companies have stopped supply chains due to closures such as Shanghai. ”

In addition, He Xiaopeng, the founder of Xiaopeng Motors, also shouted on Weibo, hoping that Shanghai can resume work and production as soon as possible, otherwise all Chinese automakers will stop work and production in May.

Weilai's Li Bin even began to shout that the company's supply chain was in big trouble with the epidemic in early April.

The impact of the epidemic on new energy vehicles is not only reflected in the automotive supply chain, but also has a great impact on the sales side.

The closure of the epidemic has led to 4S stores not being able to operate normally, consumers can not see cars to buy cars, and the epidemic has deepened everyone's pessimistic expectations for future income, which will also lead to a decline in willingness to buy cars, which will eventually affect sales.

As a result, in April, not only new energy vehicles, but also the sales of the entire car plummeted.

When the Purple Xia Fairy was killed by the Bull Demon King, he said: My crush is a hero of the world, he will step on the colorful clouds to marry me, I guessed the beginning, but I did not guess the end.

Zixia Fairy did not wait to marry her own hero after all, but fortunately, in the new energy vehicle market in April, BYD's forcible redemption came!

A ride on the dust of BYD

BYD delivered a total of 106042 vehicles in April, of which 105475 passenger cars were delivered, a slight increase of 1% compared with the previous month!

It seems that there is almost no growth from the previous month, but after looking at the above analysis of the sales of other car companies in April, whether it is a Di fan or not, seeing BYD's April sales should really stand up and applaud.

In such a difficult environment in April, it is still too difficult to achieve month-on-month growth!

If you look at the prediction of the association for the total domestic automobile sales of 1.1 million in April, that is, BYD's sales in April will reach 9.54% of the total domestic sales, which accounts for 38.1% of the domestic new energy, which means that throughout April, every 10 cars sold in China is BYD, and for every 3 new energy vehicles sold, more than 1 is from BYD.

I can't think of any better word to describe it than a bull fork.

The reason why BYD can do this is mainly due to its relatively complete supply chain and capacity distribution, as well as consumer acceptance of the company in the past two years.

In the past two years, BYD, whether it is DMI, or blade batteries, has been warmly sought after by the market, of which DMI technology has robbed a lot of Toyota and Honda consumers because of its real fuel saving.

Of course, we all know that from a longer-term perspective, pure electricity is the ultimate destination of new energy vehicles, and then the sales gap between BYD's pure electricity and plug-and-mix in April began to appear: in April's sales, pure electric models reached a new high of 57,403 units were delivered, and plug-and-mix models were slightly declined to deliver 48,072 vehicles.

Is it that winter has passed, everyone's endurance anxiety has decreased, of course, it is also very likely that the epidemic in the north is repeated, resulting in a decrease in the sales of plug-in, specifically it is not entangled, how to interpret the follow-up trend, in the long run, pure electricity is definitely the most mainstream direction.

In general, April is a very difficult month for new energy vehicle companies, fortunately, the epidemic in Shanghai has begun to dawn, and many automotive industry chains have gradually resumed work and production, and may be expected to gradually repair.

Other companies are not easy to say, but BYD should at least be no problem, two days ago with a BYD 4S store employee chat, he said that their store on May Day sold more than 200 units .......

But then again, for us, we should still learn a lesson: any industry sector, after the expectation is full, it is more dangerous, after all, there is too much uncertainty.

Last year, who dared to think that this year's new energy vehicle industry chain is so disaster-prone?