Wei Lai:
Sales volume: as the first echelon of sales volume of new forces of car making in 2021, its sales volume in the first quarter of 2022 was slightly inferior, and the sales volume in that quarter fell from the second in 2021 to the fourth.
Shutdown due to the epidemic: on April 9, 2022, Weilai automobile officially announced that since March, many of its car factories have stopped production one after another, "recently, many users' vehicles will be pushed back for delivery, please understand". Moreover, on April 10, Weilai, who had previously announced that it would not raise prices, was forced to announce that it would revise the prices of its products from May 10.
Expectation: Although the sales volume is not satisfactory, the gross profit margin is relatively high, and a large number of orders will not be delivered until April. At the same time, 2022 is the new year of its products, and three new cars et7, et5 and ES7 will be delivered soon.
Ideal:
Network crisis: the ideal sales volume in 2022 ranked second among the new forces of car making. Although the sales volume maintained the position in 2021, there were public relations crises on the network, such as spontaneous combustion in the parking lot, poor performance in performance evaluation, etc.
Expectation: Although there are not as many models released by Weilai, the ideal L9 innovative 5-Screen interactive mode, equipped with two Qualcomm Xiaolong 8155 chips, equipped with multiple cameras and 12 millimeter wave radars, is also a model worthy of expectation
Xiao Peng: Although the sales volume decreased in February, the overall sales volume in the first quarter was still at the top of the list among the new forces of car manufacturing. What is worth looking forward to is that its first suvg9 is equipped with all the smart technologies currently used by Xiao Peng.
Conclusion: among the new car making forces "Wei Lipeng", the biggest crisis is Wei Lai. The serious decline in sales in the first quarter is superimposed on the factors of epidemic shutdown and the rise in the price of upstream raw materials. The three models to be released are important factors for whether Wei Lai can get out of the forecast in the first quarter of 2022. However, at present, the situation of Wei Lai in 2022 is not very optimistic; The other two car companies continue to maintain the head position of the new forces of car making, and the release of new cars will also help them consolidate their position
