According to the delivery data released by the new forces of car making in April, Zero run cars "led" for the first time, leading with the delivery of 9087 cars, followed by 9002 cars; Nezha automobile came from behind and surpassed Weilai and ideal automobile with 8813 deliveries.
Many auto companies said that affected by the Yangtze River Delta epidemic, the auto industry is facing supply chain and logistics pressure, production is blocked, resulting in a decline in delivery.
The agency pointed out that despite the short-term pressure, with the release of production capacity at the upstream raw material supply end and the development of policy end and vehicle enterprise end, the penetration of new energy vehicles in the global market will usher in a new round of acceleration, and the prosperity of the industry is expected to continue to improve.
"rising star" zero running car leads
According to the delivery data of Zero car in April, a total of 9087 cars were delivered that month, realizing a year-on-year increase of more than 200% for 13 consecutive months, surpassing Xiaopeng car and leading the new force of car making for the first time.
Zero run cars are developing rapidly. According to the news of Zero run car, Zero run C01, the first electric vehicle without independent battery pack equipped with Zero run intelligent power CTC technology, will officially open its debut pre-sale in the near future.
Zero run automobile released China's first mass-produced CTC (cell to chassis) battery chassis integration technology on April 25. It is reported that the technology integrates the battery, chassis and lower body, which can simplify the product design and production process, reduce the number of parts, improve the space utilization and system specific energy, improve the impact resistance of the battery, and comprehensively improve the endurance mileage of the whole vehicle by 10%.
The delivery volume of Nezha automobile in April far exceeded that of Weilai and ideal automobile. Zhang Yong, CEO of Nezha automobile, posted a microblog saying that in April 2022, 8813 Nezha automobiles were delivered, with a year-on-year increase of 120%; From January to April 2022, the cumulative delivery volume was 38965 units, with a year-on-year increase of 240%.
According to the information on the official website, Nezha automobile currently has three models: Nezha u, Nezha V and Nezha s. Among them, Nezha u and Nezha V are positioned at the middle and low ends, starting from 117800 yuan and 74900 yuan respectively.
According to the staff of an automobile sales network, the NEDC mileage of Nezha u Pro exceeds 600km and is equipped with L2 level auxiliary driving. It has high cost performance in cars of the same level and sells well in the sinking market.
"xiaoliwei" delivery pressure
"Affected by the recent epidemic, Xiaopeng automobile has been severely challenged in many links such as supply chain, production, logistics and transportation." Xiaopeng automobile said. According to the delivery data, 9002 Xiaopeng cars were delivered in April, with a year-on-year increase of 75%; Since 2022, the total delivery volume of Xiaopeng automobile has reached 43563, with a year-on-year increase of 136%.
Xiaopeng automobile said that with the help of various ministries and competent departments, Xiaopeng automobile will continue to take positive measures to fully ensure production and smooth delivery.
\u3000\u3000 "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 are unable to supply goods, and some suppliers even stop work completely, resulting in the inability to continue production after digesting the existing parts inventory, which has a great impact on the production of ideal cars in April, resulting in the delay of the delivery of new cars by some users. " Ideal car co-founder and President Shen Yanan said.
The delivery data released by ideal car shows that in April, ideal car delivered 4167 ideal one The cumulative delivery of the ideal one has reached 159971 vehicles. Shen Yanan said: "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."
Affected by the epidemic, Weilai announced the suspension of production on April 9, the supply chain resumed slightly on April 14, and the production base in Hefei is gradually resuming production. According to the data released by Weilai, 5074 intelligent electric vehicles were delivered in April, including 693 intelligent electric flagship car et7.
The relevant person in charge of Weilai said that in order to meet the growing order demand, the company also needs to further overcome the pressure brought by the epidemic and supply chain. At present, production is gradually recovering, and strive to produce more and deliver more.
industry competition is fierce
Various auto companies will launch a number of new models in 2022, with fierce competition in the industry.
2022 is the new year of Weilai. Three new models will be launched throughout the year. The first flagship et7 mass production car of Weilai has been offline in Jianghuai Weilai factory. The second car et5 will be put into operation in neopark, the second production base of Weilai, and is expected to be delivered in September. ES7 is positioned as a large five seat pure electric SUV, benchmarking BMW X5, and is planned to be released in the second quarter.
Due to the postponement of Beijing auto show, Xiaopeng G9 may be postponed to its official listing in June and is expected to be officially delivered in the third quarter (the end of August at the earliest). The ideal L9, which focuses on the full-size SUV market, will also be on sale soon.
Ping An Securities pointed out that in 2022, car enterprises will start the competition for brand and intelligence, and the new forces of head car making will enter a key growth stage. The high-end new energy products of many auto companies will be launched one after another, and equipped with high-power chips. Heavy intelligent new cars and high-level auxiliary driving functions will be tested in the market. For new forces, they need to make up for their shortcomings as soon as possible on the premise of maintaining their existing advantages.
