In June, 2022, according to the inventory of data of new forces of car making, the delivery volume of Xiaopeng cars was 15295 From Pinjia

The following is the In June, 2022, according to the inventory of data of new forces of car making, the delivery volume of Xiaopeng cars was 15295 From Pinjia recommended by recordtrend.com. And this article belongs to the classification: New energy automobile industry, Smart car, Automobile industry.

Wei Xiaoli was finally relieved by the delivery volume in June. Xiaopeng maintained the first sales volume in a single month, and ranked first in the delivery volume in the first half of the year. In June, Xiaopeng delivered 15295 vehicles, an increase of 133% year-on-year. Among the three models, P7 is still the “backbone”, with 8045 delivered in June; Xiaopeng P5 also began to increase, reaching 5598; 1652 cars of Xiaopeng G3 series were delivered.

Source: Xiaopeng automobile

Ideal car delivered 13024 vehicles in June, with a year-on-year increase of 68.9%, maintaining the record of explosion of ideal one.

The performance of Weilai automobile is still in the spotlight this time. First, the performance in the first half of this year was poor. The monthly sales volume of Weilai was as low as about 5000, which was far lower than that of the other two. The outside world once questioned that Weilai’s sales volume had fallen behind – “weixiaoli” pattern left only the title. Second, the et7 model of the new nt2.0 platform of Weilai has been officially delivered for more than two months. Compared with the other two, Weilai is the new power car enterprise with the most product camp planning at present. Due to the listing of the new platform, it was also affected by the supply chain in Shanghai in the past few months, so it was difficult to reflect and analyze the real demand level of this company.

From the perspective of the company, recently, Weilai automobile has also been involved in the test vehicle crash and the public opinion event of grizzly, an overseas short selling agency, which inevitably needs some positive factors to boost.

However, it can be seen from the sales volume in June that this is a slightly anxious month for the three companies, and also a month for Wei Lai to recover its “vitality”.

Wei Lai delivered 12961 new cars in June 2022, with a year-on-year increase of 60.3% – approaching the ideal in terms of sales volume and slightly inferior to Xiao Peng. However, this is also the only month in the first half of the year that Weilai’s monthly sales exceeded 10000, creating a new record for Weilai’s monthly delivery.

Wei Lai: help me up and fight

In the first half of the year, affected by the production capacity of finished vehicles caused by the supply chain and the Shanghai epidemic, the sales volume of a single month has repeatedly fallen behind with the largest number of products. However, the objective environment of sales response in June is having a smaller impact on the delivery rhythm of Weilai, but Pinjia also found that Weilai did not announce the delivery volume of specific product models. The performance of the four products that Weilai has delivered may be the “weakness” of Weilai at this stage.

Pinjia also found that in the sales report of the previous may, from the delivery in March, Weilai mainly disclosed the sales volume of et7 in the product camp: Weilai et7 was delivered on March 28, and 163 units had been delivered as of March 31; Weilai delivered 693 et7 in April; In May, 1707 et7 were delivered.

Source: Weilai automobile

Among them, ES6 has always been the main model of Weilai. By contrast, the monthly sales of ec6 are basically below 3000, while es8 hovers around 1000. From the performance of the recovery of Weilai’s sales in June, it is also likely that et7 has withstood the ramp up of production capacity and achieved an increase in delivery.

Source: from the network

From February to May this year, Wei Lai and Xiao Peng had no intersection in the pure electric segment

Xiaopeng automobile is the most driven by the new model. Xiaopeng P5, which had been delivered since the end of last year, was once delayed due to lack of core. As the delivery volume of Xiaopeng P5 rebounded, the monthly sales volume of Xiaopeng also doubled.

However, Xiao Peng seems to be facing the same problem as Wei Lai: while the number of new models is increasing, the sense of existence of the next generation of models is also becoming lower and lower.

Of course, this kind of problem does not make the ideal headache. In addition to February and April this year, ideal has maintained a delivery volume of more than 10000 per month, and ideal one also continues the myth of hot money. However, this also means that only new models can promote the desired sales volume to have substantial changes.

Source: ideal car

Throughout the first half of the year, Wei Xiaoli gave full play to their respective advantages in their past product strategies, and there was no intersection in the market segments. In June, because of Wei Lai’s rebirth, Wei Xiaoli was close to each other again in sales.

This anxious state will also intensify with the launch of new models ES7 and ideal L9 in June, because this time, Wei Xiaoli began its first positive confrontation in the market segment.

Wei Xiaoli’s “mutual attack”

The title of “Wei Xiaoli” should have started in 2015, because among the three companies, Wei Lai is the first new power car enterprise to be established, and it is also the leading brand with the most benchmarking significance among the new power car enterprises at present. Although the three new power car companies have experienced similar changes like “Li Xiaowei” in the past due to the back and forth of sales, the name of Wei Lai has always been put in the first place.

But it’s not entirely because it’s flattering.

In the first few years of new energy vehicles, the three colleagues had a hard time: they encountered problems in supply chain delivery, worried about raising money for the company, and had to educate users externally… Of course, these were all encountered by Wei Lai, who was also the first to encounter – for the other two, Wei Lai, the eldest brother, was the first brand to go to mines for them.

From the heart, the three families sympathize with each other, and the muzzle of the gun is also consistent with the outside world. The name Wei Xiaoli also has a more far-reaching significance of alliance from the beginning.

But Wei Xiaoli is not peaceful recently. Wei Xiaoli, who has always been a group, first set off a “secret war” on social media.

At Wei Lai NiO day at the end of last year, Li Bin, the founder of Wei Lai, said when introducing the panoramic digital cockpit of the new model et5 equipped with ar/vr technology, “in fact, the car doesn’t need so many large screens.”

2021nio day Weilai et5 release site source: Weilai automobile

Li Xiang, the founder of the ideal car who received the “irony”, fought back on his microblog: “don’t easily define which products you haven’t even used.”

This is not a quarrel. Li Xiang listed many problems of VR interaction one by one, and said that misleading consumers about the uselessness of the screen before any function is realized is the lack of the most basic product attempt and awe.

This also makes me think of the harmonious picture of Li Bin’s platform commerce when Wei Lai es8 first appeared.

Source: official of Weilai

This kind of questioning of each other’s product concept leaves no room, and has begun to appear gunpowder.

This mutual choke between Li Bin and Li Xiang is on the node that each has reached an annual sales volume of nearly 100000 vehicles, which is also what Li Xiang calls the “0-1” verification period. In 2021, Xiaopeng has the highest delivery volume, Weilai has the highest revenue and the highest ideal gross profit margin, and each has achieved the desired success in the first stage.

At that time, Wei Xiaoli’s accounts were covered with cash reserves of 40 billion to 50 billion yuan, and remarkable results had been achieved in the fight against BBA – and “Wei Xiaoli”, a symbol of China’s new power in car manufacturing, was not only a symbol of the first tier, but also meant innovation ability and leading ability. Looking at the entire automobile market, it was difficult to create a “joint name” to describe such a echelon with similar status and market influence.

This is a very successful joint brand similar to “down with BBA”. It is said that many traditional car companies’ products that will be launched later also need to learn to make a joint name for themselves. For example, Ford “electric horse” Mustang mach-e once wanted to make a joint name with Tesla.

Of course, this is not what the marketing department is joking about. In fact, it is to frame a solid market positioning for itself.

However, it is difficult for the Jianghu to have another Wei Xiaoli. Also from this stage, every time a new car is released or listed, “Wei Xiaoli” will also have a “intersection of time and space”. Whether this intersection is presented through irony or encouragement seems to be less important, and it is reaffirming its position in the Jianghu.

Ideal for L9 listing, he Xiaopeng, founder of Xiaopeng automobile, has an ideal connotation on Weibo: which good product can gain advantages in the medium and long term by precise positioning.

Of course, Xiaopeng is the biggest headache after the listing of Weilai ES7 and ideal L9 in June. ES7 is priced at 468000 -526000 and will be delivered on August 28. The ideal L9 is priced at 459800, which is also delivered before the end of August, and it is said that the order number of vehicles after 72 hours of listing is more than 30000.

Xiaopeng is also prepared for the 400000 market. In order to maintain “synchronization”, he Xiaopeng “officially announced” the progress of the new model G9 on his microblog: the reservation was launched in August and officially launched in September, and he said that G9 was “the best SUV within 500000”.

Source: screenshot of he Xiaopeng’s microblog

Is it the same as “the best flagship SUV for household use within 5million”? He Xiaopeng’s “precise positioning” implies that he kills Weilai ES7 and ideal L9.

At this juncture, teacher Xiaopeng must brush the sense of existence and throw a shoe, regardless of brotherhood.

Without Wei Xiaoli, who used to sympathize with each other in the past, when there is price overlap in the segment market, from mutual attack to overt and covert fighting, the real competitive relationship also begins.

From holding “crying” to “fighting”

It can be said that the three bosses did show different brotherhood in different market conditions.

In 2019, the three founders who were all looking for money had a classic story: Li Bin, who couldn’t get money, complained to he Xiaopeng, who came across on a business trip, saying Wei Lai was like lying in the ICU. He Xiaopeng said, “brother, don’t worry, I’m sitting at the door of the ICU. Maybe the next person to hang up is me.”

It is said that Li Bin, Li Xiang and he Xiaopeng, who were brothers and sisters at that time, built a wechat group in which they often “said something they couldn’t say”.

The three people who experienced the most painful period of car building together are also called “three fools of car building”. At that time, Tesla, which was made in China, was their common “enemy”, and all three of them attacked Tesla from time to time.

From surviving the financing difficulties to the gradual stability of the market, Wei Xiaoli maintained a similar pace of development relying on their unique positioning.

In the first stage of the development of Wei Xiaoli, there is actually a consistent development concept. We have successively completed the listing of US stocks and Hong Kong stocks, and dredged financing channels; Create their own brand barriers: Weilai’s power exchange and service, the ideal ultimate product definition, and Xiaopeng’s self-developed technology. And with the switch of Xiaopeng to the full stack self-study track, Wei Lai and ideal have also increased their investment in self-study.

During this period, the main models of the three have formed unique advantages in their respective brand barriers, which cannot be replaced by each other.

Previously, when Wei Lai was asked whether it would compete with ideal and Xiaopeng, Qin Lihong, the co-founder and President of Wei Lai automobile, said something that might be very consistent with the common mood of Wei Xiaoli in the early stage of development: there is no comparison between Wei Xiaoli, the three as a whole, and their common competitor is fuel vehicles.

However, as Wei Xiaoli takes a new generation of technology and jointly goes deep into the common price range market, the relationship between the three has become subtle.

The dimensions of competition are multifaceted: from the innovation of intelligent cockpit interaction to the landing of intelligent driving scene technology, we can solve the problem of mileage anxiety by changing power, high-voltage overcharge and increasing programs. It is not difficult to imagine that the three have realized the intersection of market segments since the irony of products.

It is not difficult to imagine that if the price of Xiaopeng G9 is below 450000, the situation will be very embarrassing. The subtle price war is the beginning of market provocation. Among users who have a high acceptance of the new power brand, the multiple-choice questions of models at this level will be carried out between Wei Xiaoli.

Comparison of ideal L9, Weilai ES7 and Xiaopeng G9 source: autofans official account

A few days ago, grizzly, an American short selling agency, released a short selling report on Wei Lai, pointing out that Wei Lai’s baas model was suspected of falsely increasing revenue.

With the financial institutions and media taking the lead in the first round of counterattack against the grizzly report, this time Li Xiang and he Xiaopeng did not “support” their former comrades in arms with a high profile.

Even such a crisis may be staged in Xiao Peng and his ideal. However, in the eyes of the three founders, it seems that they are no longer on the same boat.

In 2021, Pinjia was interrupted by his assistant during an interview with Li Bin at the Shanghai auto show. The assistant said: brother bin, here comes Xiao Peng. The media showed their eyes: call President Xiao Peng to come in and chat.

Later, of course, he didn’t visit. Brother bin quickly got up to receive him, but there was the widely circulated photo of Li Bin and Xiao Peng at the auto show on the Internet. At that time, fans saw two bosses at the auto show and shouted “get rid of Tesla!”

It turned out that at every auto show, the two of them would get together and talk when they had time.

Li Xiang himself doesn’t seem to appear at the auto show. He seems to prefer to bow his head to learn apple and study market positioning. I just don’t know if we can have a chance to see the new three “in the same box”.

Image source: from the network

Read more about self driving: Q3 in 2021, compared with the financial reports of the three companies in Wei Xiaoli in February 2022, the data inventory of the new car making force showed that none of them delivered more than 10000 rings, with a decline in the ring ratio. In March 2022, the data inventory of the new car making force in March 2022, the delivery of Xiaopeng cars reached 15414, and once again became the monthly sales crown ride Association: the collective sadness of the new car making force made in 2022, February off, 2021 Q1, the three brothers of the new car making force made in China, Wei Lai, ideal Xiaopeng data inventory of the financial reports of China’s new car making forces vs. Weilai ideal Xiaopeng three pk2020 October ideal, Xiaopeng Wei Lai sales inventory Xiaopeng automobile: 1q21 financial report teleconference interpretation benefited from the p7 delivery of a single quarter revenue of nearly 3 billion. China electric vehicle 100 people’s Association: in the next 3-5 years, 80% of China’s traditional fuel vehicle brands will be shut down and transferred. Xiaopeng automobile: the revenue in 2020 exceeded 5.8 billion, and the annual gross profit was confirmed for the first time. Xiaopeng automobile: 1q21 revenue was 2.95 billion yuan, an increase of 616% year-on-year. It is reported that Xiaopeng automobile’s Q3 financial report in 2020 has defects. The official response will be investigated for legal responsibility Peng: 4224 units were delivered in November 2020, a record high. Xiaopeng car: 3q20 revenue was 1.99 billion yuan, with a year-on-year increase of 342.5%. Wei Lai: 4q19 financial report teleconference record Li Bin said that the production capacity of Hefei factory will reach 4000 units / month

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