After experiencing continuous rapid growth, the new domestic car manufacturing forces in April saw a sharp drop in new car deliveries, and zero-run cars became the sales champion.
According to the data released by the top five new car companies in domestic sales, their cumulative sales in April were 36,143 units, a year-on-year cumulative increase of only 47.10%. In the first three months of this year, their year-on-year cumulative sales have doubled, of which the cumulative increase in March was as high as 142.30%. In contrast, the sales growth rate of these new forces head car companies in April fell by more than half. See the table below for details:
If you look at the specific brands, only Zero Run, Xiaopeng and Nezha have achieved year-on-year sales growth, while Weilai and Ideal have actually seen a year-on-year decline in sales, with a decline of more than 20%, and drag down the growth rate of the overall sales of mainstream brands of new car-making forces.
The changes in the growth rate of each brand have also brought about changes in sales rankings and rankings in April. Among them, zero-run cars won the first place with 9,087 units of delivery, and achieved a year-on-year increase of more than 200% for 13 consecutive months. Xiaopeng Motors followed suit, ranking second with 9,002 units delivered, up 74.9% year-on-year. In third place was Nezha Automobile, with sales of 8813 units, an increase of 119.5% year-on-year.
The decline in the sales growth rate of some car companies in the top five of the new car-making forces in April undoubtedly has a lot to do with the rebound of the epidemic in some areas, especially the impact of the epidemic in Changchun and Shanghai on the automobile supply chain is still relatively large. He Xiaopeng, CEO of Xiaopeng Motors, said in a post on Weibo: "If the supply chain enterprises in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May."
Li Bin, CEO of Weilai Automobile, also said: "A car is not as good as a part. Affected by the epidemic in Changchun and Hebei, we cut off some parts in mid-March, relying on some parts inventory to barely support until last week. Recently, there have been epidemics in Shanghai and Jiangsu, and many partners cannot supply goods and can only suspend production." The voices of the new powers seem to indicate that the delivery of new cars in April is too optimistic.
Some insiders pointed out that due to their own technology and other factors, the new forces of car manufacturers still rely heavily on the parts suppliers of all parties, and their ability to cope with special situations is also worse than that of traditional car companies. The rapid decline in deliveries of some new car-making forces in April seems to confirm this.
The zero run was still able to maintain a high growth rate in April, which may be related to its layout. Based on global self-research, zero running adopts multi-supply enterprise and multi-regional planning in the selection of supply chain, which effectively improves the impact of the epidemic on supply chain supply assurance. In addition, as a rising star, the previous sales base was relatively low. At a time when the supply chain of other new forces brands has encountered obstacles and sales have dropped sharply, it is not surprising that Zero Run stands out on the basis of maintaining a high growth rate and wins the championship.
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