In fact, Weima Shen Hui has long said this point of view. He believes: "For new power car manufacturers, whether sales can reach 100,000 units in two years is a time window. New car manufacturers cannot pass it. It is difficult for the company to continue to survive. "It's just a pity that as of the end of May this year, the cumulative sales of Weimar during the same period as Wei Xiaoli were less than 100,000. However, Nezha and Lingpao, who are in the second echelon, have come from behind.
htmlOn June 28, Leapmotor ushered in the 100,000th production vehicle rolling off the production line. From the first mass-produced car, the Leapmoor S01, rolling off the assembly line on June 28, 2019, to the 100,000th mass-produced car, the Leapmoor C11 performance version, it took Leapmoor three years to complete the technological intelligent electric car The leap from 0 to 100,000 units, and if calculated based on the time from 50,000 units to 100,000 units, this process only lasted half a year.
In fact, when Leapao's first product S01 was launched, it was also questioned due to product design and positioning. Finally, after adjusting the product line and launching T03, Leapao was revitalized. The launch of C11 laid the foundation for Leapao's brand improvement. Finally, in 2022, Leapmoon has achieved great development: in March, Leapmoon’s monthly delivery volume exceeded 10,000 units for the first time, successfully entering the first camp of new car-making forces; in April, Leapmoon released the first mass-produced car in China. Intelligent power CTC battery chassis integration technology; at the same time, Leapao won the first place in delivery in April; in May, Leapao C01, the world's first electric car equipped with CTC technology, was pre-sold, and the current order has reached 60,000 Taiwan; at the same time, Leapao's delivery volume in May reached a new high, achieving a year-on-year growth of more than 200% for 14 consecutive months, and ranking first among new forces in year-on-year delivery growth this year.
So far, Leapmotor is the fifth new car-making force to reach 100,000 sales. Let’s take a look at the current status of the other four new car-making forces.
In May of this year, NIO took the lead in announcing that it had completed the delivery of 200,000 mass-produced cars . The delivered model was ET7. From the first mass-produced car ES8 rolled off the assembly line in May 2018, to the 100,000th unit It took NIO three years to roll off the production car; and it only took NIO 13 months to build the second 100,000 units. However, entering 2022, although Weilai has new products such as ET7, ET5, and ES7 to attract attention, its overall sales have lagged behind, and many times its monthly sales have even ranked fourth or fifth among new car-making forces.
Following Weilai, Xiaopeng also announced on June 22 that it has reached the mass production model delivery mark of 200,000 units. , although the 100,000th and 200,000th vehicles are both slower than Weilai. It took half a beat, but Xiaopeng completed the leap from 100,000 vehicles to 200,000 vehicles in just 8 months, which was even shorter. Judging from the current Xpeng P5, P7, and G3, sales are very stable.
And Ideal Auto As of the end of May this year, has delivered a total of 171,467 units, and there are still about 2 months left to achieve the 200,000 unit mark. If the ideal production capacity can keep up, it is expected to reach 200,000 units in early August. Even if the time from 100,000 to 200,000 vehicles is longer than that of Xiaopeng, it will be shorter than that of Weilai. In fact, Ideal achieved its first 100,000 units in only 708 days, less than 24 months. It is the brand with the shortest time to achieve 100,000 units among the new car-making forces. Moreover, it is still based on the Ideal ONE model. , its strength cannot be underestimated.
Currently, with the Ideal L9 opening reservations for 459,800 yuan, it is reported that more than 30,000 orders have been received in 72 hours. People have to guess whether Ideal will cut off Weilai or even the 500,000-level BBA?
Nezha, as the leading brand in the second echelon, reached 100,000 units in January this year. Although it was 5 months earlier than Lingpao, it took Nezha 42 months to go from 0 to 100,000. Nezha currently sells two major products, Nezha U Pro and Nezha V Pro. Nezha S has received more than 5,000 orders for pre-sale for half a month. The overall momentum of Nezha seems to be good, but it has just been revealed that Nezha Automobile has lost 4.2 billion yuan in two years, and 360 has given up on increasing capital, which may temporarily drag Nezha into a sales trough.
Conclusion: Among the new car-making forces, these five brands have good channel construction. However, Weilai and Xiaopeng can be said to be developing simultaneously on the side of the product and the energy supplement side, which is the most comprehensive for consumers. Ideal, Leappo, and Nezha respectively offer technical advantages such as range extension, CTC, and Shanhai platform, which is enough to illustrate their investment in research and development. These are the basis for them to break through 100,000 each. Even though they are still losing money selling cars, the author firmly believes that as long as the products are excellent, they will eventually have a glorious day.
