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For the new car-building forces that have swarmed in the past two years, new energy vehicles can be called a carnival. Whether it is the mass production of NIO, Weimar, Xiaopeng or the controversial future of Faraday, or other new forces on the road, they all point the sword at new energy vehicles.

However, with the gradual approach of the delivery period of many new car-building forces, and the large-scale decline of new energy vehicle subsidies, the capital, manufacturing capacity, supply chain, products, channels, market and other links of car-building new forces are facing greater tests. In addition, the relaxation of restrictions on foreign investment, coupled with the traditional giants' comprehensive foray into new energy, behind the capital carnival, a bleak autumn wind elimination contest is about to begin, it can be predicted that there are only a handful of people who can swim ashore naked.

For the new car-building forces in 2019, they will not only face the delivery test, but also gradually begin the countdown to the ultimate test of life and death. In the first half of the year, a number of car companies have been listed and delivered one after another, and the remaining players, forced by the final window, have to speed up and catch up in "fast".

Since 2015, according to incomplete statistics, the number of new forces in car building has exceeded 500. But so far, only 9 have been delivered, namely, NIO, Weimar, Xiaopeng, Hezhong, Suntech, Yundu, Future, Electric Cafe and Zero cars. Among them, NIO, Weimar and Xiaopeng formed a "tripod" situation, with a cumulative delivery volume of more than 10,000 vehicles respectively.

Judging from the "report card" in the first half of this year, Xiaopeng had the largest delivery volume, with 9596 vehicles, Weimar ranked second with 8747 vehicles, and NIO ranked third with 7481 vehicles. But according to its annual plan, Weimar has a delivery target of 100000 vehicles in 2019 and a full-year sales target of between 40, 000 and 50, 000.

In the "second echelon" of the new power, the sales of new special cars and Yundu cars are only at the stage of a few hundred. The S01, a zero-running car that went on sale in early 2018, recently held its first delivery ceremony, with only 10 cars.

According to the relevant media, Mr. Ma in Hangzhou has been watching cars recently. he originally wanted to buy a new energy vehicle, but recently, a series of problems, such as subsidized slope, made him wait and see again. He thought that in the past, electric cars would have been more favorable and cheaper, but now if the subsidy becomes less, I can choose other gasoline cars with similar prices.

Therefore, the subsidy retreat is affecting the choice of consumers, and because of fear of the loss of consumers, it has been nearly a month since the formal implementation of the subsidy slope, although the price of new energy vehicles has not changed much, but the discount has indeed been reduced. Except for a small number of high-end models, the prices of the new power of new energy cars are mostly concentrated in the range of 100000 to 200000, and the strategy of not raising prices has also retained some consumers.

Although they have retained consumers, after they have borne some of the subsidies, the financial pressure of new energy and new forces in building cars has also been highlighted. According to relevant statistics, according to the average number of cars built by new forces per month, enterprises bear an average of 25000 yuan per car, and the monthly cost of the whole industry is about 160 million yuan. Therefore, many enterprises are reducing costs and living within their means.

It has to be said that the new car-building forces are in a very difficult situation. As the initial funds have been exhausted within the budget, if there is no large amount of capital in the later stage, the enterprise will be in jeopardy. And some car companies have now begun to face marginalization, becoming the existence of "dispensable" or even "roughly ignored" in the industry. Now the dividend period of new energy vehicles has passed, and some car companies have disappeared after they can no longer get government subsidies.

In addition, at the time of the transformation of traditional car companies, in order to seize the new energy vehicle market, more and more new car-building forces have entered the Chinese automobile market. Not only domestic car companies, but also more multinational car companies are launching new energy plans to seize the market. It can only be said that the development of new energy is not only a new market but also the direction of future development.

As for why it should be refunded, in the final analysis, this is a market rule and means to make the new energy vehicle saturated automobile industry, when it reaches a certain height, it must begin to clean up and let the superior stay and the inferior be out.

Many industry insiders say that it is obviously impossible for the market to accommodate more than 100 new car-building forces, and that only a few companies will survive in the future.

Du Ligang, vice chairman of Weima Automobile, said that the quality and reliability of the car-building products built by the car itself, as well as the technical ability of the team, as well as the ability to manage and control the entire industry chain.

After all, car building is not a game that can operate only on capital, but ultimately depends on products to gain a foothold in the market.

In the view of Cui Dongshu, secretary general of the all-China Federation of passengers, in the face of the decline of subsidies and the decline of the market, the situation of the new forces of car building is difficult. Although 2019 will be the beginning of the withdrawal of a large number of brands, the market pattern has not yet been determined. Some brands may suddenly fall behind due to sudden factors, or some brands may take advantage of the opportunity to rise to the top quickly. In the face of policy fluctuations, each family needs to make a good product and a smooth transition. Products, capital, business operations and so on are all very important, and only enterprises with endurance can come to the end.

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