Behind the delivery volume, people reached a “consensus.”
Editor’s note: This article is from the micro-channel public number “geek park” (ID: geekpark), Author: pull the wind geeks.
It’s another year of earnings season.
Different from previous years, 2020 is a year of “great reversal” for new energy vehicles, especially the three new car-building forces running in the first echelon. The nightmare of getting rid of the capital, the doubling of the stock price, and the delivery volume are no longer worrying. If 2020 is full of uncertainty for everyone, then the new cars represented by Xiaopeng, Weilai and ideals, The certainty achieved with reality has truly completed the transformation in people’s cognition.
Starting from the delivery volume, we may be able to see the shift in the position of smart electric vehicles in the automotive industry and the new trends that can be found behind the delivery volume numbers.
In 2020, new cars will grow rapidly
Recently, Xiaopeng, Weilai and Ideal have successively announced the monthly deliveries in February 2021, which are 2223, 5578 and 2,300 vehicles respectively.
This figure is hard to be called satisfactory, and some people may even have questions: Is this figure too low than the monthly delivery of nearly 10,000 units or tens of thousands of units?
But from an industry perspective, the delivery figures for February are not surprising. “February is the low sales season of the year, and during the Spring Festival holiday, the delivery of all models is relatively bleak.” An auto industry analyst said.
According to the February weekly wholesale data of major manufacturers released by the Federation of Passenger Transport Associations, it can be seen that the vehicle wholesale of manufacturers in February only increased by 3% in the first week of February compared with the same period in January, and fell sharply in the next two weeks. .
If you lengthen the time and compare it with the delivery volume in the same period of the previous year, you can find that this is actually a business rule every year. February 2020 is the most severe time of the new crown pneumonia epidemic in China, which has a huge impact on automobile production and sales and cannot be used as a reference standard. Therefore, the Geek Park (ID: geekpark) will also include January. Delivery volume comparison:
Comparison of delivery volume between Weilai, Xiaopeng and Ideal for two consecutive years from January to February｜Geek Park Mapping
As you can see, the three new car companies are all in early 2021A big step forward in the delivery volume. Xiaopeng Automobile officially stated that the cumulative delivery volume for January-February 2021 increased by 577% compared to the same period last year.
Back to 2020, it is also a year worthy of reference. After running for a whole year, it can be seen from the delivery curve that the new car-building forces have completed the “transformation.”
Taking Xiaopeng Motors as an example, its delivery volume in 2020 is shown in the figure below:
Xpeng Motors’ monthly delivery curve in 2020｜Xpeng Motors
In 2020, the delivery volume of Xiaopeng Motors has been on the rise, especially in the fourth quarter, where the delivery volume of 1,000+ vehicles has risen every month, reaching the peak of the year.
Not only Xiaopeng, but Weilai and Ideal, after experiencing the epidemic in the first half of 2020, quickly recovered in the second half of the year, completing record delivery figures time and time again faster than people expected.
According to the 2020 financial reports of the three companies, not only did each of them double their delivery volume year-on-year, but the combined delivery volume of Weilai, Xiaopeng and the ideal delivery exceeded 100,000 vehicles. For China’s high-end smart car market, it is a big breakthrough.
Behind the delivery volume
100,000 vehicles are not an amazing number for the automobile industry that has been in operation for a hundred years, but behind it, it actually represents a concept that people have reached a consensus in the development of smart electric vehicles.
If you set the time back to 2019 or even a period of time before, whether at the level of capital or public opinion, you will have doubts about the start-up companies that have plunged into the building of cars and even the electrification of cars. A few years ago, people were still experiencing a “new car” reshuffle, which became the best proof of their remarks.
Under this background, even Xiaopeng and Weilai, which are in the first echelon of electric vehicle startups, have a very difficult development path. When the product is launched and has a certain scale, users get a good experience and bring positive feedback, thus forming a positive cycle.
For deeper reasons, Geek Park mentioned in a previous article that the activeness of new cars in the capital market and users represents to a certain extent people’s perception of “intelligence and new energy belong to the future trend.” Event, a consensus gradually emerged. It can also be seen from the phenomenon that there is uncertainty in all aspects. 202In 0 years, the newly built cars ushered in a big turnaround and became the “sweet and pastry” in people’s eyes.
Why did this change happen? A core reason is that the standard for building a car has changed from “being a good car” to “being a smarter car.”
On the one hand, the internal structure of the car has undergone drastic changes. Although the electronic and electrical architecture inside the traditional car is full of ECUs (Electronic Control Unit, on-board computing unit), these components do not have much computing power. It is also destined that the entire car basically relies on mechanical and first-level electronic computing , Cannot be linked with the word “smart”.
Nowadays, the pursuit of smart cars will use fewer chips to control more functions in the architecture of the car. Of course, the computing power of the chips is much higher than before. According to this trend, it is possible to control all the functions of the entire car with a chip, just as the brain controls the human body.
Moreover, the intelligentization of cars can interact with the outside world to realize more advanced functions such as autonomous driving and vehicle-road collaboration. Xiaopeng Motors recently launched the NGP automatic navigation assisted driving function, which is the result of the interaction of external information such as advanced assisted navigation maps on the basis of automobile intelligence.
Xpeng Automobile’s NGP auto-navigation assisted driving function officially claims that the mileage exceeded one million kilometers in 25 days｜Weibo
On the other hand, in the current era, users have more and more demand for intelligent products. Entrepreneurs with Internet thinking have a deeper understanding of intelligence.
A practitioner in the automotive consulting industry analyzed to Geek Park that the traditional car team and the new car team thought about the same function in the car in completely opposite directions. “For example, the location of the wireless charging board in the car. In order to make the use of the space in the car reasonable, the traditional car team will install the wireless charging board in a separate part of the space under the large screen of the car, but this will cause the signal of the mobile phone to be blocked. , So they have to continue to do research and development work to solve the signal problem, which is a typical engineer thinking; and the new car team will put the wireless charging board around the gear, the reason is very simple, this is the user’s demand.”
Internet thinking caters to the appetite of consumers. As cars become more and more like smartphones, it is more in line with the needs of users.
Therefore, it is not difficult to see that smart electric vehicles have great potential in terms of the increase in delivery in the next few years, and many car companies and crossovers have entered or are breaking into this market. For cars, it is even more necessary to prepare for long-term delivery growth.
According to Geek Park, Xiaopeng Motors’ factory in Zhaoqing, which is currently the only mass production location of Xiaopeng P7, has stepped up to complete the restructuring and upgrading of the factory around the Spring Festival, which is obviously for the fast-growing order demand. ready. In addition, it may be China’s first mass-produced car equipped with lidar, and Xiaopeng’s new model will also be launched in the first half of 2021. As the most “technical stream” among the new car-building forces, Xiaopeng is also making actions that match the times under the background of continuous iteration of technology.
On this basis, regardless of the predictions of the new cars, or our judgments about their future deliveries and development, they all have higher expectations.