AutoBeta(AutoBeta.net)05/02 Report--

As of May 2, a number of domestic car brands have released the latest delivery data one after another.

There are three models on sale: the ES6, the ES8 and the EC6, which delivered a total of 7102 units in April. Among them, 1523 units were delivered by ES8, 3163 by ES6 and 2416 by EC6. The cumulative delivery volume from January to April was 27162, and by the end of April, Ulai had delivered a total of 102803 units.

Some analysts expect Lailai to deliver 95000 vehicles for the whole year and 42000 in the first half of the year, but how to solve the chip shortage will be the key to determine whether NIO can achieve the above delivery target.

On April 30, Xilai released its first-quarter results for 2021, showing operating income of 7.98 billion yuan during the reporting period, an increase of 481.8% over the same period last year. The net loss of common shareholders belonging to the parent company was 4.875 billion yuan, down 182.96% from the same period last year. In a conference call, Li Bin said that the main challenge in the second quarter of this year is still the supply chain risk caused by the global chip shortage, taking into account the current order growth potential and the volatility of the overall environment. 21000-22000 vehicles are expected to be delivered in the second quarter of 2021.

Xiaopeng currently has two models, Xiaopeng G3 and Xiaopeng P7, which are on sale. The delivery volume in April 2021 was 5147, of which 2995 were delivered for Xiaopeng P7 and 2152 for Xiaopeng G3. In the first four months of this year, Xiaopeng delivered a total of 18487 new cars.

In terms of products, Xiaopeng unveiled the third mass-produced model, Xiaopeng P5, at the Shanghai Auto Show. According to reports, the Xiaopeng P5 positioning pure electric compact car, the world's first production car equipped with lidar, will be put into mass production in the third quarter and officially delivered in the fourth quarter. According to the official announcement, the order of Xiaopeng P5 has exceeded 10,000 in only two days. Although we do not know how much water there is, only from the official data, Xiaopeng P5 is still very popular.

Ideal ONE is currently the only model on sale, with delivery of 5539 vehicles in April and a cumulative delivery of 18118 vehicles from January to April. By the end of April, the cumulative delivery of ideal cars had reached 51715. With only one model, the cumulative delivery volume of more than 50,000 vehicles in 17 months, in terms of bicycle sales, the performance of the ideal car is stronger than that of any domestic car brand.

According to media reports, the new ideal ONE is expected to sell for about 35-360000 yuan (328000 yuan for the current 6-seat / 7-seat version). The new car has made minor adjustments to the appearance and interior, may also have some upgrades, and is expected to be unveiled this year. In addition, ideal's second production car will be launched in 2022, and the LRM2.0-based platform will create a large 6-seat SUV with an internal code name X01 and a price range of 35-500000.

In addition to the above three car companies, zero-running cars and Nashi cars also announced the latest sales. Zero-running cars delivered 2770 vehicles in April, with a total of 5905 vehicles delivered in 2021. Nashi sold 4015 cars in April and 11458 from January to April.

Judging from the delivery results of domestic car-building new power brands, April is still a giant in the car-building industry, leading Xiaopeng and ideal, while ideal car also successfully overtook Xiaopeng Automobile in April. Of course, in terms of bicycle sales, the ideal performance is better than other brands. In addition, the sales of car brands such as Nezha and Zero have also increased, while the sales of car brands such as Weima and Aichi have not been updated for a long time, which is expected to be lower than market expectations.

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