At the beginning of the new year, the new force of car making took the lead in announcing the delivery in December and 2021. Among them, Xiaopeng automobile ranks first in the delivery volume of the whole year, and Weilai and ideal rank second and third respectively, defending the reputation of "weixiaoli".
Not surprisingly, Xiaopeng automobile reached the top of the new car building force "sales crown" for three consecutive months with the delivery of 16000 vehicles in December, with a year-on-year increase of 181%. In the fourth quarter, the cumulative delivery reached 41751 vehicles, a year-on-year increase of 222%. With the good performance in the fourth quarter, the total annual delivery of Xiaopeng automobile in 2021 reached 98155, 3.6 times that in 2020. It is worth mentioning that Xiaopeng P5 continued to climb after its scale delivery was opened in October this year, and 5030 vehicles were delivered in December, reaching a new high.
With the ideal one model, the ideal car delivered more than 10000 vehicles for two consecutive months with a delivery volume of 14087 vehicles, and set a new delivery record. In the third quarter financial report of ideal automobile, the delivery volume of vehicles in the fourth quarter is expected to be 30000-32000, and the actual delivery volume in the fourth quarter is 35221, 10.1% - 17.4% higher than expected. From January to December, the delivery volume of ideal cars is 90491, which is also the brand with the highest single car delivery volume among the new forces of car making.
Nezha automobile also released the good news. Its delivery volume of 10127 vehicles increased slightly by 1.1% month on month in December, and the delivery volume exceeded 10000 for two consecutive months. When the price and positioning of single car are relatively low, Nezha automobile emphasizes that "in 2021, about 64% of the users of Nezha automobile come from first-line, new first-line and second-line cities." In the past year, Nezha has continuously expanded its "circle of friends", cooperated with Huawei, horizon, 360, Contemporary Amperex Technology Co.Limited(300750) and other well-known cars, and continuously exported the value of "equal rights in science and technology" to the industry.
In terms of the overall delivery volume of the whole year, with the delivery volume of 91429 vehicles, Weilai automobile lost the "dominant position" of the new forces of car making; From the single month performance in December, Weilai motor showed a slight decline of 3.6% month on month.
"A batch of chips were delayed in customs clearance." An insider of Weilai automobile told the financial associated press that the shortage of supply chain is still the main factor restricting the delivery of Weilai automobile.
In fact, since this year, Weilai automobile has been affected by the supply chain, and the monthly delivery fluctuates greatly. In 2022, Weilai automobile plans to deliver three new cars in 2022, including et7 and et5, which are still a severe test for the supply chain.
In addition, Zero run cars have also been steady this year, holding their position in the ranking of new forces in car making, and the delivery volume reached 7807 in December. "At present, the new energy vehicle market presents a 'dumbbell' pattern, and the smart car is one of the most popular market segments." Zero running car.
In September this year, Weima automobile released the delivery volume again, and 5062 vehicles were delivered in December, which has been stable at about 5000 for four consecutive months. However, Weima is not satisfied with this achievement. "We all look forward to the monthly sales of 80-100 million vehicles as soon as possible." Weima insiders said.
The new forces of car making, which made great breakthroughs in 2021, will still face considerable pressure in 2022. From the delivery of competitive products in December, the traditional "new forces" such as krypton automobile and lantu automobile have begun to increase the volume, with the delivery volume of 3796 and 3330 respectively, showing an obvious month on month growth; Volkswagen ID in the joint venture brand. The delivery volume of the family also reached 13787.
It is worth noting that on December 31, the Ministry of Finance and other four departments issued the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022. The notice points out that in 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. Most of the models of the new forces of car making have high prices, and the decline of subsidies may touch the price sensitive nerves of some consumers.
In this context, the industry predicts that the sales volume of new energy vehicles will reach the "cake" of 5 million vehicles in 2022. At present, it is difficult to predict how to allocate it.
(Financial Associated Press)
