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On June 6, at the launching ceremony of the first NIO Center in Harbin, Qin Lihong, co-founder of Lulai Automobile, said in an interview with the media:

"the main reason for the slight decline in our sales in May and April is not the chip, but the revision of the national car invoice rules by the State Administration of Taxation." Qin Lihong said that because the past car invoice rules may allow individual enterprises or dealers to take advantage of loopholes and falsely issue invoices, in May this year, the national tax system carried out a complete upgrade to the invoice. the main content is to correspond to the frame number and certificate of the car before issuing the ticket. Car companies will have some initial adaptation periods for the new system. "this upgrade will have a greater impact on enterprises that sell directly in this way, because NIO implements an order system, from receipt of orders to individual delivery. The process is very tight. This change delayed the average delivery by four days. " Qin Lihong said that if the invoice factor is not taken into account, Lulai can basically achieve the time from order to delivery in more than two weeks in May.

According to the latest data released by Xilai, 6711 vehicles were delivered in May, up 95% from the same period last year and down 5.51% from the previous month, including 1412 for ES8, 3017 for ES6 and 2282 for EC6.

For outsiders, it is believed that the reason for the month-on-month decline in sales in May may be due to the lack of chips. Qin Lihong said: "many people say that the entire automotive industry has been short of chips for more than half a year, how can it not recover?" The fact is that the automotive industry has been facing a shortage of chips in the past three quarters, but the lack of chips is different every week, and we don't know what chips are missing next, just like cooking in a restaurant, now there is less oil, the next less vinegar, it is a local influence, and different local influences persist. We estimate that the impact of the chip in June is similar to that in May, but it can be overcome. " Qin Lihong said that on the issue of chips, NIO is still affected by insufficient supply. The supply difficulties of chips have continued from the end of 2020 to the present, which has had a partial impact on the delivery of NIO, but has not had an absolute impact. Chip shortage is a dynamic and very uncertain phenomenon.

It is worth noting that on April 30, Xilai announced its financial results for the first quarter of 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 response to the net homing loss of 4.875 billion yuan in the first quarter, NIO explained that NIO bought back 3.305% of the 3.305% stake held by some strategic investors in China in the first quarter of 2021, and therefore confirmed an increase of 4.4 billion yuan (US $671.6 million) in the redeemable value of uncontrolled rights and interests. In his conference call, Li Bin said that the Jianghuai NIO plant suspended production for five working days due to a shortage of chips, which had a negative impact on production and delivery in April. The main challenge in the second quarter of this year remains the supply chain risk caused by the global chip shortage, with 21000-22000 vehicles expected to be delivered in the second quarter of 2021, taking into account current order growth potential and overall environmental volatility.

For the second quarter sales target of 2.1 to 22000 units, Qin Lihong said: "delivery of Lulai cars will increase in June because I have more than 10, 000 orders waiting to be delivered." The impact of the upgrading of the national tax system has been solved, and it will not be a big problem as long as it is downstream. "

Recently, many car companies in the global automobile industry have announced that they have stopped or reduced production because of the lack of supply of chips. this problem has affected domestic automakers. Many car companies have announced the suspension or reduction of production because of the loss of the supply of chips. The supply crisis caused by the chip shortage, coupled with the rise in the price of raw materials for its batteries, will also have a certain impact on the development of new energy vehicles as a whole, and production and sales are expected to change to a certain extent in June.

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