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At present, Wei Xiaoli, a new force in car building, has all announced its results for the second quarter of 2022. According to the second-quarter results announced by the three companies, the total losses of the three companies in the first half of the year are nearly 9.6 billion yuan. The losses of the three companies were 45.4,44.02 and 652 million yuan respectively, with a combined loss of nearly 9.6 billion yuan. This year, due to the impact of the epidemic in Shanghai and the shortage of the supply chain, the delivery volume of the three companies has been affected accordingly. In addition, the rise in upstream raw materials has also led to a decline in vehicle gross margins of the three new car-building forces.

The three companies also responded to the drop in gross profit margin. Xiaopeng said that the decline in gross profit margin was mainly due to the increase in battery costs, which partially offset the increase in revenue from sales price adjustment. At present, Xiaopeng has listed three models, including G3i, P5 and P7, among which G3i and P5 have a very low profit level. although compared with the delivery volume of the three companies in half a year, Xiaopeng has the highest delivery volume, but its gross profit margin is the lowest. Xiaopeng, which plans to launch its G9 model in September, needs to rely on scale to boost profits. The launch of the G9 model will also directly affect Xiaopeng's gross profit margin, but it depends on the delivery of the G9.

In response to the decline in gross profit margin, Xilai said: it is due to the decline in vehicle gross profit margin and the expansion of investment in energy and service networks, which has led to a corresponding decline in other sales gross margin. As early as the first quarter, Li Bin, chairman of Xilai Automobile, pointed out: "the industry is facing rising prices of batteries, raw materials and chips, and our vehicle gross profit margin has also been affected." The ideal gross margin is 21.2%, down 1.2 percentage points from the first quarter of 2022. Shen Yanan, president of ideal Automobile, said, "the new model will certainly provide favorable support for the company to increase profits, improve cash flow and enhance profitability."

Judging from the cumulative delivery volume of the three companies in the first half of this year, Xiaopeng had the highest sales volume, with a cumulative delivery volume of 69000 vehicles. However, the new car makers of the three companies are selling more cars and their losses are also expanding. For the delivery forecast for the third quarter, the ideal car is expected to deliver between 27 and 29000 vehicles in the third quarter, which is a gap from the earlier market forecast of 40, 000. Xiaopeng Motor is expected to have a sales guidance of 2.9-31000 vehicles in the third quarter. Judging from the current Xiaopeng car sales, there is no difficulty. After all, Xiaopeng Automobile only needs to deliver 6583 vehicles in September to achieve its target.

Lulai is expected to deliver 3.1-33000 vehicles, which have been released on the market, including ES8, ES6, EC6, ET7, ET5 and ES7, all of which are priced at more than 300000 yuan. According to official news, delivery of ES7 began at the end of August, and ET5 will be delivered on September 30th. It is not difficult to see that NIO is the company with the most perfect product matrix among the new power car companies. This year, the delivery of three new cars, ET7, ES7 and ET5, will also play a certain role in the follow-up sales. As for future planning, Li Bin has said, "the second half of 2022 is a critical period for the expansion of production and delivery of a number of new products. Now it is stepping up the introduction of new suppliers and accelerating the increase in factory capacity. Prepare for the rapid growth in production and delivery in the fourth quarter."

At present, the ideal car does not seem to be having a good time recently, and the "replacement storm" has sprung up again, with more than 1000 car owners initiating collective complaints. It is understood that earlier there were rumors in the market that the ideal car would soon launch the L8, and for the L8 ideal car, CEO Li Xiang once said on Weibo, "Don't buy the ONE at this stage of the L8." On September 1, the ideal car news, the ideal L8 will be released in early November, and delivery will begin that month. A salesperson from Shanghai ideal Automobile revealed that due to the demand for a new generation, the price of the ideal ONE has dropped by 20, 000 yuan. In the follow-up, on the production side, the ideal car will also give priority to the production and sales of the ideal L8, and the ideal ONE will gradually withdraw. As soon as the news came out, many owners of ideal ONE cars were dissatisfied with the original price. Subsequently, the ideal car also issued in the official App "instructions on ideal ONE after-sales guarantee and software upgrade service", indicating that after the release of the ideal L8, the basic after-sales protection of the ideal ONE will not be affected, and the ideal car will strictly fulfill the quality assurance commitment for all car owners, and provide original pure accessories for maintenance and quality assurance services in the process of use.

At present, the three new car-building forces are facing a large amount of R & D investment, and they are still in a state of loss, and there is still a long way to go to make a profit. As traditional car companies accelerate the pace of electrification, and technology companies such as Huawei, Baidu and Xiaomi join, Wei Xiaoli will also face great challenges and shocks. In addition, the new energy vehicle industry chain shortage price rise, the expansion of losses has also become the norm of new energy vehicle enterprises. Some industry insiders pointed out that few new energy vehicle factories can make money, and most of them are in a state of loss. Zeng Qinghong, chairman of GAC GROUP, also joked: "at present, all new energy factories except Tesla are losing money, because the cost of power batteries accounts for 40% of the total cost of cars. Don't I work for the Ningde era now?"

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