Chang’an New Energy announced on April 24 that affected by the shortage of upstream raw materials and the production capacity of complete vehicles and parts, the collection of orders for Benben e-star national models .
Changan Benben e-star national edition has a minimum configuration model price of 29800 yuan, a range of 150km, a length of 3.73m and a five door five seat layout. Changan Benben e-star is the best-selling new energy model under Changan. It is called “national God car” because of its low price and hot sales.
According to the sales volume of star E in February and July, the year-on-year growth was 60.0% for Benhui; From January to February this year, the cumulative sales volume of Benben e-star was 15412, with a year-on-year increase of 137.2%, ranking sixth in the list of new energy cars.
shortage of raw materials, suspension of order receiving
On April 24, Chang’an new energy released the announcement on suspending the collection of orders for Benz e-star national models, which showed that the delivery cycle of Benz e-star national models was long due to the shortage of upstream raw materials and the limited production capacity of complete vehicles and parts in order to better serve the ordered users, it is now scheduled to suspend the collection of orders for the national version of e-star from 00:00 on April 25, 2022 Chang’an new energy said that the company would go all out to coordinate production resources to meet the production scheduling plan of existing orders and ensure that ordered users pick up their cars as soon as possible.
According to the official website of Chang’an new energy, the national version of Benben e-star has been discontinuedP align = “center” (source: Chang’an new energy official website)
As early as November 2021, there was a rumor that Chang’an new energy Benben e-star stopped receiving orders. The reporter of China Securities Journal learned from Chongqing Changan Automobile Company Limited(000625) dealers that the national version of Benben e-star did not receive orders, and other versions of Chang’an Benben e-star needed to order cars two months in advance.
According to the information on Chongqing Changan Automobile Company Limited(000625) official website, Chongqing Changan Automobile Company Limited(000625) new energy vehicles have four models, namely cs55 pure electric version, Benben e-star, cs5e pro and escape ev460 Among them, the price of Benben e-star is the lowest, ranging from 29800 to 74800 yuan.
taking multiple measures to ensure production
In order to smooth logistics and transportation and ensure the smooth operation of the economy, many ministries and commissions have recently issued intensive policies to solve the urgent needs of enterprises.
The national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain held on April 18 proposed to improve the working and living conditions of logistics practitioners and provide financial support such as deferred loan repayment. A sufficient number of national unified passes shall be issued and used. The nucleic acid test results shall be mutually recognized throughout the country within 48 hours. The closed-loop management of “picking, leaving and chasing” shall be implemented. The passage shall not be restricted on the grounds of waiting for the nucleic acid results.
Saic Motor Corporation Limited(600104) Lingang passenger car factory completed the pressure test of resumption of work and production on April 19, and realized the production of the first vehicle off the production line. Tesla Shanghai Super factory also resumed production on the same day. Tesla said that there is still about a week’s inventory of vehicle parts. At present, with the support of relevant government departments, it has actively promoted the resumption of work and production of more than 100 suppliers and unblocked the logistics chain.
Wanlian Securities said that the regional epidemic has limited the supply of new energy vehicle industry chain and superimposed high raw material prices, which has a great impact on the new energy vehicle industry in the short term. However, the demand for new energy vehicles is still strong, and the penetration rate continues to improve. With the resumption of work and production of the industrial chain, the production schedule of new energy vehicles is expected to return to normal.
While ensuring production, policies to promote the consumption of new energy vehicles have also been launched one after another. Luo Junjie, spokesman of the Ministry of industry and information technology, said on April 19 that the Ministry of industry and information technology will continue to carry out the pilot work of new energy vehicles to the countryside and power exchange mode, start the pilot work of comprehensive electrification of vehicles in the public sector, and accelerate the construction of charging and power exchange facilities.
The Ministry of industry and information technology pointed out that it will study and clarify the support policies such as the extension of vehicle purchase tax preference as soon as possible, and optimize the “double points” management method. According to the requirements of “1 + n” policy system of double carbon goal, organize the preparation of low-carbon development roadmap of automobile industry to provide guidance for industry enterprises.
At the same time, the Ministry of industry and information technology will promote cross-border integration, promote the integrated development of electrification and intelligent Internet connection technology, further improve the performance of power battery safety and low temperature adaptation, accelerate the technical application of 5g and vehicle road coordination, and continuously improve the product quality and driving experience of new energy vehicles.
Hualong Securities believes that the new energy vehicle consumption policy continues to be implemented, creating a more positive environment for the development of the new energy vehicle industry. With the addition of new forces in China’s car making, the competitive advantages of independent brands are gradually emerging, the shortcomings of car making technology are gradually supplemented, and the trend of improving the quality and upgrading of market consumer demand will continue.
