Under the "Wei Xiaoli", impact Tesla, new energy compete for 500,000 single -iron throne

Source | Tech Planet

Wen | Qiao Xue

Time has changed, and new energy vehicles are no longer as unfamiliar, fresh and not trusted as when they were born. From the earliest time of the entry of a group of players, it has been calculated for more than 10 years. In the first half of this year, the record of the forces of all parties can be seen, and the different curves of various car companies can be seen in the tube, and the trends that contain them behind them.

The penetration rate of new energy vehicles in my country has taken nearly 12 years from 0%to 5%, and from 5%to more than 10%. It only took less than half a year. This also means that new energy vehicles in 2022 are from "Spring and Autumn" to the node of the "Warring States Period". After this critical point, the entire industry will accelerate development and continue to reshuffle.

In the past 10 years, the new forces of car construction have been constantly changing. Now the competition pattern of "two super (Tesla, BYD) (Weilai, Xiaopeng, ideal)" has been formed. Under the strong pressure of continuous shuffling, the survival of the fittest and closer to centralization will be an irreversible trend.

Now, the competition is far from over. Even if it is sitting on the throne now, it cannot be said that it is the winner. The "song and fire song" of the new forces of the car will continue in the new energy market for a long time.

The new forces of the flowing car are sold, and the iron throne is frequently changed.

The sales champion of the new forces of the car is once again easy. In the new forces in May, the sales champion was still ideal car, and Xiaopeng's turn in June.

For Weilai, June is full of public opinion crisis such as falling, lying on the nest, but June is also an important node. After 5 months, Weilai finally returned to the 10,000 clubs. Essence

In the six months of the first half of the year, Xiaopeng won three championships and won twice. Later, the power zero -run car won once, while the old champion Weilai did not reach the top. And before, Weilai has never entered the throne of the championship since September last year.

The change is obviously existed. The new second -tier car building forces have been strongly advanced into the first echelon.

All parties in the new forces of the car were led alternately, and the championship did not sit more than February.

The change was produced in 2021. This year, Xiaopeng and Weilai took the lead in the new forces of the car, and the ideal then reached, but the location of "Wei Xiaoli" has not yet been steadily. After the beginning of the second half of last year, Nezha Auto broke the growth. The traditional "Wei Xiaoli" three giants have become dark horses. In the first six months of this year, Nezha's delivery volume steadily occupied the top three seats in the new forces.

The followers are also continuing to catch up. Relying on ICT's technical strength, Zero Run relies on the technical strength of ICT. With the models welcomed by consumers in third- and fourth -tier cities, they have got rid of the long -term bottom. The sales volume was 5,1994, and even won Weilai.

Both are undoubtedly divided into markets that have not yet been involved in "Wei Xiaoli". The scale effect of the mainstream new energy vehicle product market of 150,000 to 250,000 yuan is gradually prominent.

However, there are still stronger players who want to seize food from players who already have a certain market foundation. As soon as Huawei's Selis was released, it was fierce. In June, 7658 vehicles were sold, which rose 524.12%year -on -year. It accounted for 7021 vehicles, and the new order in June reached 10,685. The follow -up of the questioning industry M7, which was later listed, was considered to be directly competing with the ideal. Although the current sales have not exceeded 10,000, it is still a force that cannot be underestimated.

The numbers may be more convincing. According to the TECH planet statistics, the ideal car successfully delivered 10,000 cars on 195 days; Xiaopeng quickly caught up with 169 days. It took only 99 days by 10,000 vehicles; and according to the official data released by AITO, I asked Jie M5 to shorten this data to 87 days.

The subsequent forces are driving the previous players at a more turbulent speed.

In the current rankings, the top five of the new forces have begun to take shape, but the competition of players in the market is by no means only these. The monthly sales volume is 10,000, it is only enough to reach the threshold.

The "two super -strong" patterns, disrupted with the Internet cross -border car

Although the new forces of the car building are desperately catching up and fighting in front of the monthly, quarterly, and annual sales championships, don't forget to remove the protective color of the "new forces", another more severe fact is that the new energy sources are the new energy sources. The "two super" patterns of the two giants Tesla and BYD have basically taken shape.

The comparison of power is quite different: BYD's new energy vehicle sales in June were 1340,000, and the sales volume of more than 100,000 units for four consecutive months. Sales have exceeded the annual sales of last year.

Tesla also handed over the first half of the transcript: the global delivery volume was 565,000 units, which was slightly inferior to BYD. The results under the simultaneous influence of the factory also increased by 46%year -on -year.

Compared with the record of the two giants, the monthly sales of new forces are still hovering around 10,000.

The epidemic in Shanghai has basically stagnated the car companies around the Yangtze River Delta automobile supply chain, and BYD's strong self -proclaimed ability allows it to have BYD Minimize the impact of the epidemic, and the sales volume of March, April, and May exceeds 100,000 units

An industry insider of a listed battery company said that "BYD's original battery technology is a great magic weapon in the field of new energy, with blade batteries and more than 70%of chip self -supply rates, and will become Tesla suppliers. These Even if it still stands in a complex environment, for the new forces of car building, the dependence of the supply chain first has greatly reduced their ability to resist risks. "

On the other hand, behind the confidence, the two giants are enough to plan a longer -term strategy.

The short -term shutdown has made Tesla pay more attention to production capacity. The Shanghai plant and Berlin Super Factory will suspend the car production for two weeks in mid -July to upgrade to improve the output of the plant. In addition, the super factory in Texas will expand 500,000 square feet.

After the transformation, Tesla will include three super factories in Europe, the United States, and China. After operation, the production capacity will rise rapidly.

BYD also noticed this. Even when the current capacity is not saturated, it is still planned to build more than ten new factories in 2022-2023.

On the other hand, BYD is turning its focus to a wider market. Even if there are already a variety of flagship models of the "dynasty series", BYD still adopts the "car sea" tactics in the first half of this year. Including the new Han family, Tengshi D9, seal, 2022 Tang EV, Tang DM-P, basically maintain the rhythm of a new car listed for half a month. According to BYD's plan, several new cars will be listed in the second half of the year. By then, BYD will deeply capture the consumer markets of various models and price range on the market.

The competition between the giants is also very fierce. Although the total sales are higher than that of Tesla, BYD is only 15.6%in the gross profit margin of the car business, Tesla reaches 32.9%, Tesla's average price is about 300,000 or so And BYD is only half of it. Therefore, compared with the new forces of car building, the two giants consider more issues to enter the higher profit while attacking more market share.

From the perspective of market value, BYD is the only Chinese car company that enters the trillion yuan club. Although the market value was left behind by Tesla, in June, BYD won the global championship for the first time, which is a historic scene. This may be more convincing than the market value. Who sitting firmly is the moment when he is victory.

The area of ​​the two giants is relatively stable, which makes the giant uneasy. Today, the environment of new energy vehicles is different, especially when Internet genes are getting deeper and deeper. Letting this huge cake also greatly improves the efficiency of new vehicles. Even if you sit on the iron throne, you are not worrying about it.

Just like BYD Chairman Wang Chuanfu, at the previous shareholders' meeting, "The process of electrification is accelerating. At this time, it depends on who has a lot of resources, the supply chain is more complete, and the product has a greater product advantage, and anyone can win more. Big market. "

At the tip of the real pyramid, competition is about speed and efficiency. This also means that the follow -up channel of the new forces has not been completely clear.

The new energy vehicle industry ushered in an inflection point, and the large shuffle accelerates

"From 0 to 100,000, there are a lot of emotions. For most of the vehicle manufacturers, this is a small goal, but it is really difficult for us." This is the first time that Xiaopeng Automobile was the first time in September 2021 After the monthly sales of over 10,000, the chairman He Xiaopeng's emotion.

And this year, this worry has become a faint self -confidence: "The delivery of 200,000 is just a small number for the automotive industry."

The era of grass has passed.

There is a long string in the list of bankruptcy and bankruptcy of new energy vehicles in 2020: a promising car that has broken cash flow and the industry competition, and Byton cars with 8.4 billion have not created a mass production car announced the bankruptcy liquidation In 2021, Bojun and Sailin also embarked on the end for similar reasons.

For the current stage, sales are the most basic admission vouchers. The competition in the second half is not only electrified, but also intelligent. In this field, there are still many challenges.

Intelligence is mainly reflected in two aspects, one is intelligent driving, and the other is smart cockpit. As the earliest players who entered the new energy vehicle, Tesla's visual road showed a single show, which can save costs and get the most order recognition. BYD, who is similar to a similar camp, is not as good as the former. The hidden concerns in the future may be far from the supply chain. The ability to autonomous driving and intelligent may become a constraint.

The OEM has also noticed this trend.

The new energy ace of the new energy ace, which is hoped by Geely. Although the hardware configuration is excellent, it is still criticized because of the backward vehicle. The acquisition of Meizu is the appearance, and the improvement of the vehicle may be a deep plan.

Practicing internal skills and complementing shortcomings will also be a major trend. Compared with the compulsory course of intelligence, the elective courses that each one must make up for is different.

The hidden concerns of intelligence are reflected at the other level, which is the insufficient profitability caused by the difficulty of high -end layout.

From the perspective of this year's new energy vehicle market, the sales of low -end models are constantly shrinking, and the market of mid -to -high -end models has grown rapidly. With the advent of the post -subsidy era, the cost pressure faced by car companies is deepened. Therefore, whether it is from the perspective of competition for market sales or from the perspective of increasing profits, car companies that have no corresponding products at present are planning to enter the high -end market.

As for the first echelon of the new forces, the first echelon of the new forces will also be able to take out the technological progress and the enrichment of the model, so that it is enough to cope with the increasing competitive pressure in the new energy field. For Weilai, which has already played high -end cards, there are new problems to be solved. In addition to intelligentization, it is necessary to create a explosive product and masterpiece. At present, 5 models are held in hand. It is really a small crisis.

In addition, the old car companies such as BMW, Mercedes -Benz, Volkswagen, etc. have gradually awakened and began to put new energy models in large areas in the domestic market. Although no considerable sales have been formed, the independent brands in the next stage will face more severe in the new energy market. test.

In comparison, many brands are still on the verge of danger. Weimar 3, who was once regarded as one of the most promising new automotive manufacturing forces in China, was in the same echelon with "Wei Xiaoli". The delivery volume of Yuewima Automobile (the number of risks) was 3240 vehicles. From January to May, the number of Waidian insurance was only 18,061. There are also the same problems with Lan Tu and Jihu. The monthly sales volume of 906, the latter only 4302, all need to break through the delivery volume.

In the second half, new players including Baidu, Apple, and Xiaomi will end. Whether in smart driving years of experience, technical reserves, and rich user bases, or even in terms of funds and mobilized resources, market competition will become more intense in the future.

Wang Yan, a car supply chain, told the TECH planet, "The current new energy vehicle industry has ushered in an inflection point. The competition, game, and replacement of the new generation of new energy vehicle characters cannot follow the static thinking of the traditional fuel vehicle era to judge."

In 2022, it will be a year for new energy vehicle companies to accelerate the shuffle.

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