On May 1, the new forces of car making successively announced the delivery in April.
Due to the impact of the epidemic, the automobile market is not optimistic, the transportation and terminal sales have been greatly impacted, and the new forces of automobile manufacturing have also been affected.
vehicle enterprises under pressure
new car production and delivery affected
From the delivery of several new car manufacturers, April 2022:
Xiaopeng automobile (09868. HK / xpev. US) delivered 9002 units, with a year-on-year increase of 74.9%;
4167 ideal vehicles (02015. HK / Li. US);
Weilai automobile (09866. HK / NiO. US) delivered 5074 intelligent electric vehicles, including 693 intelligent electric flagship cars et7;
Nezha delivered 8813 vehicles in April, with a year-on-year increase of 120%;
Zero run cars delivered a total of 9087 in April, a year-on-year increase of 228%.
On May 1, Xiaopeng automobile said that affected by the continuation of the recent epidemic, China's automobile industry was under collective pressure in many links such as supply chain, production and logistics transportation. Most automobile enterprises were affected in production and delivery, and the delivery performance fell to a certain extent in April. Fortunately, with the alleviation of the severity of the epidemic, the automobile industry resumed work and production in mid April, and the production capacity gradually climbed. With the help of relevant ministries and competent departments, Xiaopeng automobile also actively cooperates with upstream and downstream to overcome industrial difficulties and spare no effort to ensure production and smooth delivery.
Shen Yanan, co-founder and President of ideal automobile, said, "Since the end of March, due to the rebound of the epidemic in the Yangtze River Delta, the supply chain, logistics and production of the whole industry have been seriously disturbed. The ideal automobile Changzhou base is located in Changzhou, Jiangsu, in the center of the Yangtze River Delta, while more than 80% of the ideal automobile parts suppliers are located in the Yangtze River Delta, and a large part of them are located in Shanghai and Kunshan, Jiangsu. Affected by the epidemic in the Yangtze River Delta, it is located in Shanghai, Kunshan, Jiangsu and other regions Some suppliers were unable to supply, and some suppliers even stopped work completely, resulting in the inability to continue production after digesting the existing parts inventory, which had a great impact on the production of ideal vehicles in April and delayed the delivery of new vehicles of some users. At present, ideal automobile is working with supply chain enterprises to actively restore production capacity and shorten the waiting cycle for car collection of ideal one users under the condition of meeting the requirements of epidemic prevention and control. "
Previously, ideal automobile said in the delivery delay statement released on the evening of April 20 that it would strive to control the delivery delay of users within three weeks.
Weilai automobile also said that to meet the growing demand for orders, we need to further overcome the pressure brought by the epidemic and supply chain. At present, production is gradually recovering.
On April 9, Weilai automobile announced that the production of the whole vehicle had been suspended and the delivery of some vehicles would be delayed. Li Bin, founder of Weilai automobile, said that affected by the epidemic, Weilai had cut off the supply of parts in mid March. With the support of inventory, until last week, the recent epidemic in Shanghai, Jiangsu and other places caused more partners to be unable to supply and had to suspend production. He said bluntly: "this is not our case. Many manufacturers have suspended production."
On April 14, Weilai automobile said that at present, the supply chain has recovered slightly, and the production base in Hefei is gradually resuming production, but the subsequent production plan still depends on the recovery of the supply chain.
epidemic has put pressure on automobile supply chain
April China passenger car terminal sales year on year decrease of 25%
Since late March, the overall automobile supply chain has been affected by the epidemic.
On April 30, the data released by China Automobile Circulation Association showed that in April 2022, the inventory early warning index of Chinese automobile dealers was 66.4%, up 10 percentage points year-on-year and 2.8 percentage points month on month. The inventory early warning index was above the boom and bust line, and the automobile circulation industry was in a depressed range.
The Automobile Circulation Association predicts that the sales volume of full caliber narrow passenger vehicle terminals in April was about 1.3 million, a month on month decrease of about 15% and a year-on-year decrease of about 25%.
In April, automobile production, transportation and terminal sales were greatly impacted, and the automobile market was not optimistic.
The epidemic situation in various regions has not been effectively curbed, and the prevention and control policies in many places have been upgraded, resulting in the phased shutdown and production reduction of some automobile manufacturers, the obstruction of transportation and the impact on the delivery of new cars by dealers.
In the sample of 94 cities, due to the epidemic prevention and control policies, dealers in 34 cities closed their stores, of which more than 60% closed their stores for more than a week. Affected by this, the offline auto show cannot be held. The effect of online marketing alone is limited, and the passenger flow and trading volume of dealers have declined seriously. At the same time, the transportation of new cars is limited, the delivery rhythm slows down, some orders are lost, and the capital turnover is tight.
In addition, the high oil price, the continuous impact of the epidemic, the rise in the price of new and traditional energy vehicles, the reduction of consumers' current income and other factors, consumers' expectation of price reduction and risk aversion attitude lead to weak consumer demand and weakening terminal demand in the auto market, which also further inhibit the recovery of the auto market.
From the regional index, the epidemic situation in Shanghai, Jilin and other places is at a high level, and the index in the north and East is close to 70%, higher than that in the South and West.
According to the analysis of Automobile Circulation Association, due to factors such as stricter epidemic prevention and control, delayed auto shows in many places and reduced current income of consumers, the market environment is complex. It is expected that the market performance in May will be slightly better than that in April, but less than that in the same period last year.
