In this paper, the source ： Times Finance author ： Li Zhuoling
The first day of the National Day holiday , Wei to 、 Xiao peng car 、 Ideal car, etc “ New forces building cars ” On behalf of auto enterprises, they have successively issued 9 Monthly report card . among , Wei to 、 Xiaopeng automobile has become a new powerful automobile enterprise that takes the lead in breaking through the monthly sales of 10000 vehicles , Nezha also set a new brand monthly sales record . by comparison , Ideal car 、 The sales performance of zero running cars is relatively 8 Month has come down .
picture source ： The Internet
focusing 9 Weilai, the top three in monthly sales 、 Xiaopeng car and Nezha car .
Wei to 9 Intelligent electric vehicles were delivered in January 10628 platform , rose 80.7%, Year-on-year growth 125.7% New cars delivered in the third quarter 24439 platform , Hit a new high in quarterly deliveries , continuity 6 It's growing in the last quarter , super Q3 Delivery guidelines .
Xiao peng car 9 Monthly delivery 10412 platform , rose 44%, among P7 deliver 7512 platform , This is also P7 Record high for five consecutive months . For the delivery of more than 10000 in the first month , Xiao peng car CEO He Xiaopeng sighed ,“ from 0 To 10000, Really a lot of feelings , This is a small goal for most vehicle manufacturers , But it's really hard for us ”.
Nezha's delivery volume is 7699 car , rose 16.4%, Year-on-year growth 281%, The delivery volume exceeded... For the first time 7000 While driving , continuity 8 Record delivery volume last month . Before this year 9 Months , Nezha's cumulative delivery 41427 car , Year-on-year growth exceeding 4 times .
As for the ideal cars and zero running cars with month on month sales decline , The former 9 Monthly delivery 7094 A new car , Decline in chain ratio 24.8%, Year-on-year growth 102.5%. Zero car 9 Monthly delivery is 4095 car , Ring drop 8.8%, Year-on-year growth 432%.
10 month 1 Japan , Times finance learned from ideal cars and zero running cars , For the month on month decline , Both auto companies said they were mainly affected by the shortage of chip supply .
It is worth mentioning that , As early as 9 Mid month , The ideal car was officially updated 2021 Expected delivery in the third quarter of 2014 to about 24500 car , Less than before 25000-26000 car . Regarding this , The ideal vehicle is due to the spread of COVID-19 in Malaysia. , The production of special chips for millimeter wave radar suppliers has been seriously hindered , Thus affecting the production and sales of new cars .
Data sources ： Official of automobile enterprises drawing ： Times Finance
From the cumulative delivery this year , Wei Lai's first position has not been shaken . It is reported that ,2021 Years ago 9 month , Weilai has delivered cumulatively 66395 New cars , Xiaopeng cars were delivered together 56404 platform , All over the same period last year 2 times . Ideal car cumulative delivery 55270 The new car ranked third , Nezha, the fourth leading car, is about 1.5 Thousands of cars .
In the eyes of the industry , When the industry is generally faced with overseas epidemic and supply chain risks , It is particularly difficult to achieve such a result . before , Wei Lai is due to the epidemic 、 Chip supply and other influencing factors , stay 8 Failed in the ranking war of monthly delivery of new forces , Not only by the ideal car 、 Xiaopeng car overtaking , He was also squeezed out of the top three of the new forces by Nezha automobile .
“ Supply chain , It was affected by the outbreaks in Nanjing and Malaysia last month .（ at present ） Nanjing has been supplied normally , The influence of Malaysia has not been completely lifted . Our supply chain team is actively solving problems with suppliers .”10 month 1 Japan , Ma Lin, director of Weilai automobile communication, said in an interview with times finance , At present, there is still uncertainty in the global supply chain .
recently , Ma Lin posted a message on his social platform “ Empty exhibition hall ” Content name of ,“ It's not easy for colleagues , The exhibition cars in the exhibition hall are almost sold out , You can only swing models ”. Its combination ,“ Supply chain colleagues have to keep working hard ”.
picture source ： Microblogging @XP- Screenshot of he Xiaopeng
Entering the fourth quarter of this year , All new car companies will continue to impact new delivery records .
Take Xiaopeng automobile as an example , Its recent intensive launch of a number of new cars , There are both modified models and new models , Especially cars with optional lidar P5, It will further improve the market coverage of Xiaopeng automobile .“ In the fourth quarter , Our monthly delivery will continue to increase , And expect a breakthrough 1.5 The monthly peak of 10000 vehicles .” As this year Q2 What he Xiaopeng said at the financial report meeting , Stimulated by a series of new cars , Xiaopeng automobile is expected to Q4 Another peak .
Wei Lai is also optimistic about the future .“ What you can see now , In terms of orders 8 After a record month of orders ,9 Orders in may still maintain a very strong momentum . As long as the supply chain does not deteriorate further , In the fourth quarter, it will increase month on month .” Ma Lin said .
source ： Times Finance