"Wei Xiaoli" has a loss of nearly 10 billion yuan in half a year?What should I do after the new forces of domestic vehicles?

Recently, the Chinese new energy vehicle market can be described as lively. Various new energy vehicle companies have announced their own transcripts. From the perspective of the transcript, it is quite good. The problem of losing money in China's new energy vehicle industry has never been resolved. What should we think of this? What should I do after the new forces of domestic vehicles?

1. "Wei Xiaoli" has a loss of nearly 10 billion yuan in half a year?

According to the China Fund News, with the announcement of the Weilai Interim report, all the new vehicles "Wei Xiaoli" have been "submitted".

According to Weilai, Xiaopeng Automobile, and the ideal car interim report, although the three new forces have increased significantly in the first half of the year, the increase in ideal cars and Xiaopeng cars even exceeds 100%, but the profit is still "weakly soft ribs of the new forces of car manufacturing forces. "The total loss of the three companies in the first half of the year reached 9.594 billion yuan. Among them, Xiaopeng Automobile's losses expanded by 122.21%, with an average of 63,800 yuan for each car.

Since the beginning of this year, in the background of domestic new energy passenger cars, "Wei Xiaoli" has achieved good delivery results in the first half of the year.

Data show that the three new forces delivered a total of 180,200 cars in the first half of this year. Among them, Xiaopeng Automobile delivered a total of 69,000 units to win the semi -annual sales of the new forces. This number was also 2.2 times the cumulative delivery amount of the same period last year; the ideal car delivered 60,400 units, an increase of 200.3%year -on -year; Weilai delivered 5.08 5.08 Thousands of units, a year -on -year increase of 21.1%.

Corresponding to the delivery, "Wei Xiaoli" confirmed that the income also increased accordingly. Looking at the "Wei Xiaoli" interim report, in the first half of this year, Weilai, Xiaopeng Automobile and the ideal car revenue were 202, 148.9 and 18.295 billion yuan, respectively, up 22.96%, 117.94%, and 112.65%, respectively. Compared to the other two competitors, Weilai was a lot slower in the first half of the year.

Although revenue has increased to varying degrees, the three new forces of the three cars are quite weak in the profit link. In the second quarter of this year, all three companies appeared the highest single -quarter loss since 2021. Weilai, Xiaopeng Automobile, and ideal cars lost 27.57, 27.01 and 641 million yuan, respectively. In the first half of this year, the losses of the new forces of the three vehicles were 45.4, 44.02 and 652 million yuan, respectively, totaling 9.594 billion yuan.

Not long ago, the topic of "Weilai selling a car over 100,000" also appeared on Weibo hot search. China Economic Weekly said that because the price of power batteries is getting higher and higher, the more they sell The higher the high loss of pure electricity, the average losses of each car are increasing, not only Weilai, but also the predicament facing the current new energy vehicle enterprise.

In this regard, some netizens said, "If you don't buy it, you won't lose money." "How many new energy vehicle companies say that they sell a lot of money, who will make money for money?" "I don’t buy a car, you Give me 50,000 yuan directly, so you can save 50,000 yuan, win -win "" Weilai can charge or change power, this is still very good "" This is the rhythm of price increase? "

2. What should I do after the new forces of domestic cars?

Faced with the current losses faced by the new domestic car building forces, many people are asking how long can this model last in the end? What should we think of this?

First of all, the whole industry is almost normal to work for the "Ningde Times". Faced with the loss of various new energy vehicle companies, the core difficulty is the cost, just as the former chairman of GAC Group Zeng Qinghong once said: "The cost of power batteries has accounted for 40 %, 50 %, and 60 of our cars. %, And it is continuously increasing, then I am not working for Ningde Times now? "

Although many people are unwilling to say this, the actual situation is indeed the case. In a sense, various car companies are migrant workers of these battery companies in the Ningde era. The core difficulties of the entire new energy vehicle industry are in power batteries. In the industry, although we have been talking about a market logic before, this is that "the golden gold is never better than selling water" in the entire market. However, the current new energy vehicle industry cannot say that money has been earned by the Ningde era. The core reason is that the Ningde era was not the ultimate profitable person.

根据宁德时代掌门人曾毓群的说法，真正新能源汽车市场赚钱的人其实是上游资本，他曾经直言不讳的表态“上游原材料的资本炒作，给动力电池产业链带来了短期困扰，碳酸锂、 Lithium fluorophytic, petroleum coke and other lithium batteries upstream materials have skyrocketed. "

在这样的情况下，其实整个新能源汽车的利润都被上游通过虹吸效应吸取，而对于新能源汽车企业来说，最大的难题在于一方面，由于受到新能源汽车和传统燃油车的竞争，新The market price of energy vehicle companies cannot really raise prices. On the other hand, because there is no ability to control the upstream industrial chain, it directly leads to a high price of new energy vehicle companies. This is the current new energy vehicle industry. The core difficulties faced by the chain.

Secondly, the new energy vehicle industry still needs to invest on a large scale. We carefully study the development logic of "Wei Xiaoli" in fact. In fact, whether it is the hybrid mode of the ideal car or the "change gameplay" of Weilai Automobile actually requires long -term market investment and market education. For the present For new energy vehicle companies, the large investment in the market is almost the inevitable market. This is also a trend of the development of the new energy vehicle industry in recent years. On the one hand, major new energy vehicle companies need to continue to develop technology to develop technology. Burning money has almost become inevitable in research and development. In the second quarter of this year, Weilai R & D expenditure was 2.15 billion yuan. The expenditure was 1.53 billion yuan and 1.27 billion yuan. The continuous investment of so many resources and funds is not only because the inevitable result of the development of the entire new energy vehicle industry, but also to promote the overall technological progress, so each new energy vehicle company has no choice but to continue to invest in market.

On the other hand, the cost of market education still requires payment of new energy vehicle companies. Although a series of industrial giants represented by Tesla are constantly supporting the development of the market, the current entire market education still needs a lot of costs. Especially how to make consumers truly accept new energy vehicles from their hearts, this is actually a question that every market participant must answer.

Therefore, for the current new energy vehicle market, it is almost impossible to spend a lot of money in the market.

Third, what should I do if the new forces of domestic car manufacturing? From the above discussion, we can see that the current new vehicle manufacturing enterprise may be relatively difficult to achieve profit in a short period of time, but the space for the current capital market to give new automotive enterprises is becoming smaller and smaller The degree of patience of the capital market for losses is also declining. Under such circumstances, there are actually more and more things to do for new domestic car manufacturing forces. For the current new forces of domestic car manufacturing forces, we must How many things are done:

The first is to find ways to confirm the correctness of your road. Whether it is Weilai's power change path or the ideal hybrid road, there are two completely different path choices. Each new power manufacturer must prove the correctness of its own path to the market. Once this kind of The correctness is confirmed, and it is likely to get more trust in the market, but from the current concern, the confirmation of this path correctness is relatively difficult.

The second is to truly give the market profits. For the current new energy vehicle market, it may not require real profit. As long as it can prove the confidence and possibility of profitability to the market, compared to other practices, proves that the possibility may be more profitable than direct profitability than direct profitability It's easier, which is the easiest to do by new energy vehicle companies.

The third is to break the cost rigidity with technological innovation. This is also difficult to look, but once it succeeds, there is no doubt that the current market has huge demand for lithium batteries. If you can make a difference in getting rid of the dependence of lithium products. For example Give the market more confidence and expectations.

For the current new domestic vehicle -made enterprises, the most difficult period of time, but as long as some business breakthroughs can be achieved, the possibility of each family still exists. Things.

- END -