On February 1, new domestic car manufacturers such as NiO. Us, ideal car (02015. HK / Li. US), Xiaopeng car (09868. HK / xpev. US), Nezha car and Zero run car released their sales reports in January 2022.
Weilai automobile announced that 9652 electric vehicles were delivered in January, a year-on-year increase of 33.6%. By the end of January 2022, Weilai had delivered 176722 intelligent electric vehicles in total;
Ideal automobile announced the delivery of 12268 vehicles in January, a year-on-year increase of 128.1%. Since delivery, the cumulative delivery volume of ideal one has reached 136356;
Xiaopeng automobile announced that 12922 units were delivered in January, with a year-on-year increase of 115%, exceeding 10000 for five consecutive months. By the end of January 2022, the cumulative delivery volume of Xiaopeng automobile has exceeded 150000;
Nezha automobile announced the delivery of 11009 vehicles in January, with a year-on-year increase of 402%, and the monthly delivery volume exceeded 10000 for three consecutive months;
Zero run automobile announced that the delivery volume reached 8085 units in January, a year-on-year increase of 434%, and the delivery volume increased by more than 200% year-on-year for ten consecutive months.
the new forces of car making have made a "good start" in the new year. At the same time, the gap between them is also narrowing. Nezha automobile and Zero run automobile, which are located in the second echelon, are stepping up to catch up with "Wei Xiaoli". Recently, there has been news of overseas IPO.
On January 26, the CSRC website announced the progress of the examination and approval of overseas initial public offering (including ordinary shares, preferred shares and other stocks and derivative forms of stocks) of Zhejiang lingpao Technology Co., Ltd. at present, the progress has reached the stage of receiving materials. Although the document did not disclose the specific capital market selected by Zero run automobile, the rumors of its listing in Hong Kong have been circulating in the industry for a long time.
Zero run automobile has publicly stated that it plans to submit IPO documents in the second half of 2021 and realize listing on the science and Innovation Board at the end of 2021 or early 2022. According to the above information of the CSRC, Zero run automobile has abandoned the plan of landing on the science and innovation board .
According to previous foreign media reports, informed sources revealed that the electric vehicle manufacturer Hezhong new energy vehicle (Nezha automobile) is seeking to raise about US $500 million before listing in Hong Kong in 2022. The current round of financing valued Nezha at about 45 billion yuan ($7.1 billion), and said that Nezha would have an IPO as early as the second half of 2022. Nezha automobile said: "at present, there is no detailed information to disclose."
In addition, foreign media also reported that Chinese express (Gaohe automobile) is cooperating with UBS and Morgan Stanley to arrange potential listing, which may raise about US $300 million to US $500 million. The company originally planned to list in the United States, but has now changed its listing location to Hong Kong. In this regard, the relevant person in charge of Chinese express said "I don't know".
The increased demand for funds also reflects that the pursuers of "Wei Xiaoli" are accelerating.
Shen Hui, founder of Weima automobile, said in 2021 that he was "very confident in becoming a leading enterprise"; Nezha automobile claimed to be "firmly in the first camp" in the publicity caliber and ranked among the top three for many times; At the 2.0 Strategy Conference, Zhu Jiangming, founder of Zero run automobile, put forward the goal of achieving an annual sales volume of 800000 units in 2025 and surpassing Tesla in the field of intelligence in three years
After 6-7 years, after several rounds of reshuffle, less than 10 new car manufacturers have successfully completed the continuous mass production of new cars. In the future, the competition situation in the new energy vehicle market will be more severe: traditional vehicle enterprises continue to accelerate the transformation, and the relevant sectors of new energy vehicles will be listed separately; Internet technology giants make cars across borders; The industry may usher in short-term cyclical adjustment; Shortage of chips and batteries...
The industry generally believes that by 2025, the market penetration of new energy vehicles will reach 20%. At this time node, the new forces of car building will really usher in a big test.
