Electronic Enthusiasts Network reported (text/Liang Haobin) On the Children's Day on June 1, various new forces released their transcripts for May. Affected by the epidemic, there were major obstacles from the supply chain to the delivery side, none of the new forces delivered more than 10,000 in April. In May, the situation has improved significantly. Among the five major new car manufacturers, four have delivered more than 10,000 vehicles, and the gap is quite small.

Getting rid of the haze of the epidemic, the new energy market bottomed out in May

Li Auto, which ranked first in May, dropped sharply to below 5,000 deliveries last month. At that time, Li Auto said that due to the epidemic in the Yangtze River Delta, some suppliers in Shanghai and Kunshan were unable to supply, which greatly affected production in April. influences. However, Li Auto recently stated that although the delivery returned to normal in May, suppliers in the Yangtze River Delta region still have a shortage of supply. The production of the Changzhou factory has not fully returned to normal, and the delivery of new cars to some users has been delayed.

The other three companies that delivered over 10,000 yuan were Nezha, Xiaopeng, and Leaphorse. Since the end of last year, Nezha and Leap Pao have begun to attack the first camp of the new forces, and the pattern of "Wei Xiaoli", the top three new forces in the past, has also begun to change. In May, the delivery volume of Nezha and Leaprun both increased by more than 100% year-on-year. The main cost-effective route seems to be the sales password.

However, NIO, the former new power, has been in constant supply chain situation recently. In April, NIO CEO Li Bin said that due to the supply of parts and components, NIO only relied on part of the inventory to barely maintain production, and was eventually affected by the epidemic. forced to temporarily suspend production. However, after the release of the May data, a person from NIO revealed that production will resume further in June, and new car deliveries will be accelerated.

Of course, each company has accumulated a large number of orders that have not yet been delivered, including new cars to be delivered in the second half of the year. Leapmotor achieved a record high delivery volume in May. At the same time, it was officially announced that orders for its new model Leapmotor C01 had exceeded 48,000 units. Xiaopeng Motors also resumed two-shift production at its Zhaoqing plant in mid-May, accelerating the delivery of orders that have been backlogged this year.

The traditional car company camp has also grown significantly. GAC Aian surged 64% month-on-month in May, with sales hitting a record high of 21,056 vehicles, crushing various new power brands. It shows that the supply chain and production capacity of traditional car companies still have certain advantages compared to new forces.

The new energy big brother BYD has achieved sales of more than 100,000 vehicles for three consecutive months. In May, BYD's new energy vehicle sales reached 114,943 vehicles, and the cumulative sales this year exceeded 500,000 vehicles, reaching 507,314 vehicles, a year-on-year increase of 348.11%. The high-end new energy brand AITO launched by Xiao Kang Celis delivered more than 5,000 vehicles for the first time in May. Although it is extremely far from Yu Chengdong's annual sales target of 300,000 units, as a model that was only delivered in March and is a new brand, Such data is already quite good. Geely's new energy brand Jikr also achieved a new monthly delivery record in May, reaching 4,330 units, a month-on-month increase of 102.6%. In addition, Jikr also stated that its only model 001 received more than 10,000 orders in April.

In the second half of the year, many new energy vehicle companies will usher in a time node for the delivery and release of new cars. In terms of new forces, the Leapmotor C01 delivered in the second half of the year has received nearly 50,000 orders; NIO's mass-market model ET5 is expected to be delivered in September; the ideal L9 and Xiaopeng G9 are two medium and large SUV models, as well as those just released in May. The released Nezha S is also expected to be delivered in the second half of the year.

Good news about the auto market has been breaking out recently. On May 23, the State Council executive meeting deployed a package of measures to further stabilize the economy and decided to reduce the purchase tax of some passenger cars by 60 billion yuan in stages. On May 31, the Ministry of Industry and Information Technology and other four departments jointly released the list of subsidies for the 2022 new energy vehicle going to the countryside activities, mainly for new energy models within 150,000 yuan, including 70 models from 26 car companies.

In addition, various localities are also implementing more preferential policies to promote the automobile market. For example, Jiading District of Shanghai has launched a car purchase subsidy. For new energy vehicles and fuel vehicles registered in Shanghai, a subsidy of 10,000 yuan will be given to those whose car price is less than 150,000 yuan, and a subsidy of 20,000 yuan will be given to those whose car price is above 150,000 yuan (inclusive). Nanshan District, Shenzhen, subsidizes new energy vehicles ranging from 10,000 to 25,000 yuan based on the price of the car purchase invoice; many provinces and cities have launched trade-in subsidies, or direct car purchase subsidies ranging from 2,000-10,000 yuan.

Therefore, in the second half of the year to catch up with the new car release node, after the new energy vehicle market experienced a bottoming out in May, the auto market may usher in a new wave of peaks in June and even the second half of the year.

The supply chain gradually recovered in June, and the price increase of chips and batteries continued to affect car companies

Although for the consumer market, the state has introduced a number of measures to promote the recovery of the auto market, but for new energy vehicle companies, compared to orders, the supply chain is the biggest problem at present. In the past period of time, due to the continuous shortage of automobile chips, and Shanghai, as a major center of the domestic automobile industry, has been hit by the epidemic, production and logistics have been seriously affected. Therefore, it can be seen from the delivery volume in April that the epidemic has led to the stagnation of logistics, and the delivery volume of new power car companies with poor control over the supply chain has dropped sharply. Of course, the drop in delivery is also related to the direct selling model of the new forces.

Shanghai announced on June 1 that it has entered a stage of fully restoring the normal production and living order in the city, and is expected to fully unblock by mid-June. Therefore, I believe that in June, the auto parts supply chain will recover quickly, and the production capacity of various new forces will gradually resume in June.

However, in addition to the impact of the epidemic, the supply problem of automotive chips has lasted for nearly two years, and it is still a problem for major car companies to face. Recently, He Xiaopeng, CEO of Xiaopeng Motors, posted on Weibo, "I'm looking for chips urgently," saying that many of the chips that are currently out of stock are low-end proprietary chips, but the prices are very expensive. At the recent Guangdong-Hong Kong-Macao Greater Bay Area Auto Show, He Xiaopeng also said in his speech that chips with an original price of about 3.5 to 7 yuan are now priced as high as 2,500 to 3,000 yuan.

Weimar CEO Shen Hui recently complained on Weibo that Bosch and other Tier 1s are raising prices. "We made a simple assessment and the cost of chips for smart electric vehicles has exceeded that of battery packs."

For the current new energy car companies, the price of batteries and chips are also rising, which is really difficult. Since the beginning of this year, almost all products of new energy car companies have increased their prices to varying degrees. First, due to the refund of new energy subsidies Slope, because the price of power batteries has increased significantly. But the good news is that this did not have much impact on the new energy vehicle market, after all, the oil price on the other side rose even more.

From the market point of view, due to the promotion of preferential measures, the discussion on car purchase has indeed increased a lot. In particular, the recovery of the new energy vehicle market is basically a clear signal, but how much growth can ultimately be brought about requires continuous attention.

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