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Generally speaking, the sales of a car company can not only reflect whether its models sell well, but also represent whether its performance-to-price ratio is high or not. But in today's environment of declining subsidies for new energy vehicles, Li Bin, CEO of Lulai, said his model is still selling well.

Today, Li Bin, founder, chairman and CEO of Xilai Automobile, said at the innovation evaluation conference of Chinese automobile enterprises that Xilai is actually doing a good job. Although the new energy sector will be affected in the current environment, Xilai cars are still selling well. "the sales figures we have seen so far are not enough, not because the sales are not good, but because we do not produce so much," it said. We produce on demand, and now we have to wait at least a month for the car to be booked, and the exhibition cars are all sold out. "

For such a reply, some netizens do not understand, "production on demand" is not how much the customer ordered, how much to produce, and then how much to sell?

In fact, "on-demand production" is the current production mode of most start-up car enterprises. due to the use of direct operation mode, the management is relatively direct, which not only ensures the user experience, but also flexibly adjusts the production schedule according to the order situation and reduces the inventory pressure. After the customer orders the car to carry on the scheduled production, finally carries on the delivery, all needs to coordinate in each link. It takes only a few days to book a car to pick up a car, but consumers need to wait from booking to production to delivery.

For example, Tesla is the most typical case. At the initial stage of the delivery of Tesla's Model S and Model X, the monthly new orders far exceeded the capacity, while the capacity shortage of Model 3 was even more serious. It hoarded 320000 orders in the first week of release, and many users withdrew their orders because of the serious lack of capacity and delayed delivery.

Unlike Tesla, Chinese start-ups such as NIO and Xiaopeng face insufficient demand at the beginning of delivery. due to the lack of production capacity of new cars, these car companies are slow to deliver, and it is only after consumers have placed orders that the new power car companies arrange production. Previously, it has been forced to slow down production to adapt to the slowdown in demand growth because of the decline in orders from Lulai ES8.

According to November sales figures released by Xilai, 2528 units were delivered by NIO in November, of which 2067 were delivered by ES6 in November and 461 by ES8. From January to November, 17395 units were delivered by NIO, 8896 units were delivered by ES6, and 8499 units were delivered by ES8 throughout the year. From the current point of view, there are some signs that the market is picking up. However, judging from the current volume of the whole new power, it still does not occupy too much share of the whole new energy market.

The rise in sales is good news for NIO, but it is still unable to make a profit. therefore, Li Bin is also outspoken about NIO's loss of money, without hesitating and frankly saying, "everyone saw that NIO lost a lot of money." but the money was spent on research and development and user services, not on food and drink. "

According to the financial report of Lulai Automobile, the operating income in the second quarter was 1.508 billion yuan, with a net loss of 3.285 billion yuan belonging to the shareholders of the listed company. After all, even the special envoy can't pull such a high output and delivery volume without losing money, let alone come.

Li Bin blames the lack of production capacity for whether the sales of NIO cars are good or not. of course, in the near future, sales have indeed gone up, and how to solve the problem of production capacity will also become a problem that needs to be solved. as for the inability to expand production capacity to increase sales, only Li Bin knows.

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