On June 1, Shanghai fully restored the normal production and living order, and the automobile industry chain related enterprises that have successively returned to work and production have stepped up their efforts to actively promote the recovery of production capacity. On the same day, a number of new energy vehicle manufacturers released the delivery data for May. The monthly delivery volume of ideal automobile, Nezha automobile, Xiaopeng automobile, Zero run automobile and Weilai increased month on month and year on year.
Ten thousand "clubs" were delivered back
In April, affected by the epidemic and other factors, the domestic automobile supply chain was under pressure, and some automobile enterprises were forced to stop production and reduce production. In the face of the crisis of the whole industry, the new car manufacturing enterprises that are in the process of climbing sales have also been impacted. The monthly delivery volume of "Wei Xiao Li Na" showed a downward trend month on month.
In May, with the gradual alleviation of the epidemic, the resumption of work and production of automobile enterprises and parts manufacturers was gradually put on the agenda, and the delivery volume of new automobile manufacturers also improved significantly.
According to the data released by ideal automobile, in May, ideal automobile delivered 114.96 million ideal one, a month on month increase of 175.8% and a year-on-year increase of 165.9%, temporarily ranking first among the new forces of car making. Since the delivery, the cumulative delivery of the ideal one has reached 171500 vehicles.
The ideal car was followed by Nezha automobile, which delivered 11009 vehicles in May, a month on month increase of 24.92% and a year-on-year increase of 144%. From January to may, Nezha delivered 49974 cars, a year-on-year increase of 213%.
In May, the delivery volume of Xiaopeng automobile and Nezha automobile was very close, with a total of 10125 new cars delivered, a month on month increase of 12.48% and a year-on-year increase of 8%. Among them, Xiaopeng P7 delivered 4224 vehicles, Xiaopeng P5 delivered 3686 vehicles, and Xiaopeng g3i delivered 2215 vehicles. From January to May this year, Xiaopeng delivered 53688 cars in total, a year-on-year increase of 122%.
The delivery performance of Zero run vehicles that achieved the "great counter attack" in April this month is still eye-catching. In May, a total of 10069 new cars were delivered, with a month on month increase of 10.81%, and the year-on-year growth rate exceeded 200% for 14 consecutive months.
Wei Lai, which was forced to stop production due to the epidemic, did not deliver more than 10000 in May, but also achieved double growth month on month and year on year. According to the data, in May, Weilai delivered 7024 new cars, a month on month increase of 38.43% and a year-on-year increase of 0.47%. As of May 31, Weilai has delivered a total of 204900 new cars.
Before the U.S. stock market on June 1, the general shares of three new energy vehicles, Weilai, ideal automobile and Xiaopeng automobile, rose by more than 3%.
Supply chain recovers gradually and capacity climbs gradually
Xiaopeng automobile insiders disclosed to the securities times that the increase in delivery in May was mainly due to the recovery of the supply chain and the rise of production capacity.
It is reported that with the core supply chain enterprises accelerating the resumption of work and production, Xiaopeng automobile resumed the double shift production in Zhaoqing factory in mid May to accelerate the delivery of a large number of orders on hand accumulated since the first quarter.
Weilai also disclosed to the reporter that Weilai's order demand continued to be strong in May. With the resumption of production by supply chain enterprises, it is expected that production will further resume in June, and the delivery of models including et7 will be accelerated.
At the same time, Weilai has also released new product release information. In the near future, it will release an intelligent cockpit hardware upgrade plan composed of 8155 chip, intelligent gateway, HD camera, 5g module, etc.
On June 1, as a local enterprise in Shanghai, Weilai also actively responded to the resumption of work and organized personnel to work in an orderly manner.
The relevant person in charge of Weilai disclosed to the securities times that 27 stores of Weilai in Shanghai have resumed work one after another, 14 stores have officially opened for business on June 1, another 10 stores will resume business on June 2 and June 3, and the remaining 3 stores are in the preparatory stage of resumption of work, which have been opened successively according to the resumption plan of the shopping mall. At the same time, Weilai Shanghai delivery center has also begun to put into intensive delivery work, and it is expected to start batch by batch delivery on June 2.
It is understood that according to the plan, Weilai will deliver the first batch of Shanghai et7 vehicles in Shanghai Weilai delivery center in the near future, with a total delivery volume of 50 vehicles.
(commencement of Weilai Yidian store on June 1)
Recently, most new car manufacturing enterprises are speeding up the recovery of production capacity. According to shenyanan, co-founder and President of ideal automobile, although the ideal auto parts suppliers in the Yangtze River Delta are gradually resuming some production, there is still a shortage of parts supply. At present, the production of ideal automobile Changzhou factory has not fully returned to normal, resulting in the delay in the delivery of some users' new cars. Ideal auto is working with its suppliers to actively restore production capacity and shorten the waiting period for car collection for ideal one users, while meeting the requirements of epidemic prevention and control.
According to the analysis of Tianfeng securities, Shanghai will enter the stage of "comprehensively restoring normal life order" from June 1, and will cancel the approval review of enterprises' resumption of work and production, and support all enterprises that meet the requirements of epidemic prevention to resume work and production. It is expected that by the middle and late June, Shanghai is expected to restore normal production and living order, and the production and sales of various car enterprises are expected to accelerate the repair.
At the same time, according to the judgment of Tianfeng securities, the core logic that the automobile board sector is expected to continue to strengthen in the second half of the year and improve in the medium and long term lies in the alleviation of the epidemic, the gradual stabilization of the supply chain, the recovery of production and sales, and the recovery of residents' consumption will.