"In terms of orders, we have received a large number of user orders. Therefore, the biggest risk is still the supplier's capacity recovery. As for the ideal L9 plan, we plan to deliver in the third quarter of this year."
Shen Yanan said that from the end of April to now, although many suppliers have not been able to resume production, there have been positive signals. "At present, about half of our suppliers have resumed production. However, there is still some uncertainty about the development of the next stage."
Shen Yanan believes that the future uncertainty mainly comes from two aspects: first, the recovery and stability of the supply chain; Second, if affected by the continuous epidemic, consumers' purchase intention may be weakened to some extent. Shen Yanan said he would pay close attention to these situations.
On supply chain management, Shen Yanan revealed that measures had already been taken to increase the number of qualified suppliers to ensure stable supply capacity.
"This fundamental aspect will not change. In view of the special situation of the current epidemic, we will also consider taking some short-term measures to deal with its impact, because the resumption of production of suppliers in the future is indeed facing some uncertainty. However, from a long-term perspective, our supply chain management strategy will not change significantly. In our view, the COVID-19 epidemic is still an accidental event, not a normal situation, and the supplier management policy Slightly serve the long-term. "
The first quarter financial report of the ideal mentioned the battery cost, the price fluctuation of raw materials and the influence of the production end. In response to this problem, Shen Yanan revealed that the predictable rise in the price of raw materials had been taken into account when adjusting the price of 2021 ideal one on April 1. We will continue to pay close attention to the fluctuation of material market prices.
"At present, we don't think it is necessary to further adjust the price," Shen Yanan said
Shen Yanan said that in terms of battery price, it is ideal to have a framework agreement with relevant suppliers, so there is no need to renegotiate the price in the next few quarters. " Of course, we will continue to work with suppliers to reduce costs. As mentioned earlier, the increase in product prices has also been combined with our consideration of the rise in raw material prices in the next few quarters. "
Shen Yanan believes that the battery cost, especially the cost of raw materials, has obviously deviated from the reasonable price range. When the supply rises, the unit price should gradually decline.
"But on the whole, we will still stay in a higher price range this year, which is our prediction of this year. Of course, the high price of raw materials will be passed on to end consumers, which will eventually affect market demand."