The ideal to sell a car will lose 23,000. Can the "second child" bring good luck?

Radar finance produced | Meng Shuai editor | Shenhai

On August 15th, the ideal car started the "head cannon" of the first half -year report on the new domestic car building forces, but the ideal car financial report was not very beautiful.

In the first half of the year, the ideal car revenue was 18.295 billion yuan, an increase of 112.4%year -on -year, but the operating loss was also expanding simultaneously. From the same period last year, the operating loss of 944 million yuan expanded to 1.392 billion yuan, which is equivalent to the ideal car in the first half of the year. The average operating loss will exceed 23,000 yuan.

It is worth mentioning that only the ideal car of the ideal ONE model for a long time will officially deliver their "second child" -ideal L9 at the end of August. As of August 1, the cumulative booking volume of the ideal L9 exceeded 50,000.

According to Zhang Xiang, the dean of the New Energy Vehicle Technology Research Institute of New Energy Technology Vocational College of New Energy Technology, the delivery of the ideal L9 will affect the market share of the ideal ONE to a certain extent. But overall, the sales volume of the ideal two cars is expected to be better than the sales of only one car. From a long -term perspective, a variety of models will also be more conducive to the development of the ideal car.

Selling an average operating loss of 23,000

The financial report shows that the ideal car achieved a total of 18.295 billion yuan in revenue in the first half of the year, which doubled compared with the same period last year, and the increase of 112.4%. In the single quarter, the revenue growth rate of the ideal car in the second quarter was 73%, but compared with the previous growth rate of more than 150%, the performance was not bright.

While the annual growth rate of the ideal automobile revenue has slowed down, the business loss is also expanding simultaneously. In the first half of last year, the operating loss of the ideal car was 944 million yuan. The operating loss of the ideal car in the first half of this year reached 1.392 billion yuan.

Radar Finance noticed that the ideal car delivered a total of 90,491 cars last year, and the operating loss of the ideal car at the same time was 1.02 billion yuan. This means that every car sold by the ideal car last year, it will generate an average operating loss of more than 11,000 yuan. In the same way, in the first half of this year, the average operating loss of an ideal car sold a car exceeded 23,000, which was more than doubled compared with last year.

Some reasons for the increase in losses in the first half of the year are from the rise in costs and expenses. In the first half of the year, the sales cost of the ideal car was 14.25 billion yuan, an increase of 102.3%compared with the same period of the previous year, mainly due to the growth of car delivery in the first half of the year.

At the same time, the R & D expenses of the ideal car in the first half of the year reached 2.91 billion yuan, an increase of 148.8%year -on -year. The growth of ideal automobile research and development costs is mainly related to the increase in R & D personnel and the development of new models.

In the first half of the year, the sales, general and administrative expenses of the ideal car reached 2.53 billion yuan, an increase of 87.9%year -on -year. This is due to the increase in ideal cars at the same time, which led to an increase in employee salary, and as the sales network expanded, the ideal car -related rent expenditure also increased. As of the end of the first half of the year, the ideal car had a total of 247 retail centers in 113 cities, and operated 308 after -sales maintenance centers in 226 cities and the ideal car authorized sheet spray centers.

In the first half of the year, the ideal car, which was flat, was more conservative for the performance outlook for the next third quarter. In the third quarter, the ideal car is expected to be delivered to 27,000 new cars to 29,000 vehicles. If the 10,422 vehicles that have been delivered in July will be removed, the expected amount of delivery in August and September will fall to less than 10,000 vehicles.

The ideal car liberalized "second child"

The radar Finance learned that since the official mass production of production in November 2019, the ideal car has only the ideal ONE model for a long time. As the "only child" of the ideal car, the ideal ONE has achieved a total of 194,913 delivery since its listing; with this model, the ideal car has also created the fastest of the new domestic car manufacturing forces to produce the fastest production of 100,000 or 200,000 online. Record.

In July of this year, the ideal ONE delivered a total of 10422 units, an increase of 21.3%year -on -year. Although the delivery volume of the ideal car in July exceeds 10,000, the answer sheet handed in the ideal car is not very beautiful. From the previous quarter, the ideal car's delivery volume fell by 20%in July, and the delivery of delivery in January, March, and May during the year was not surpassed.

Compared with the opponent, the delivery volume of the ideal car in July has not achieved surpassing Xiaopeng Automobile. It was thrown behind Xiaopeng Automobile at a amount of 11524. At the same time, the ideal car was also thrown away with the gap between 3,615 and 1622 vehicles and 1622 vehicles in the second echelon of the second echelon of the new forces of the car.

However, the ideal car has only one "only child" situation, and the ideal car is about to usher in the "second child". According to the ideal car, the ideal L9 will officially start user delivery at the end of August, the ideal L9 will be officially launched.

It is understood that this new car is positioned as an intelligent flagship SUV that serves the family. There are 6 seats inside the car. It is equipped with the flagship extended electric and chassis system of the ideal car. The CLTC comprehensive battery life reached 1315 kilometers, and the WLTC comprehensive battery life reached 1100 kilometers.

As for the pricing problem that the outside world cares about, the ideal car set the price of this new car to 459,800 yuan, which is higher than the ideal ONE currently on sale. The current official website of the ideal ONE is 349,800 yuan. It is worth mentioning that the ideal car CEO Li wants to have high hopes for this new car, not only calling it "the best home SUV within 5 million", but also optimistic that the sales volume of the ideal L9 will definitely be better than the ideal ONE. It soon reached the level of 10,000 units a monthly sales.

Although the ideal L9 has not yet been officially delivered, its performance in the market has already available data for reference. As early as June this year, the ideal car held a press conference for this new car, and the date of L9 was released simultaneously. According to the data released by the ideal car, the 72 -hour reservation of the ideal L9 has exceeded 30,000 units; as of August 1 this year, the cumulative booking volume of the ideal L9 exceeds 50,000.

However, radar Finance noticed that the ideal L9 has not really drove to the owner's home, and the question of the ideal L9 is the first.

According to "Yangguang.com", in July of this year, a test drive suspension problem with the ideal L9 was problematic. The left front wheel of the vehicle was caught in the body and could not drive normally. At that time, the staff of the ideal car responded that the failure of the case of non -production models had been found to be found out, and the problem would be solved on the final mass production vehicle.

In the same month, some consumers reported that in the process of participating in the ideal L9 of the test drive, the test driver demonstrated accelerated and encountered three changes in the three roads. According to the consumer's chat records, the vehicle's active braking was invalid at that time, the front axis airbags were bursting, and the shaft was lying on the nest.

In addition, the ideal car of the ideal car was also involved in the fire in early August. According to the instructions released by the ideal car on August 4, an ideal ONE was launched on August 1st at the Chengdu -Chongqing highway in Sichuan Province. The four were burned and left the vehicle quickly. Regarding the cause of the fire, the ideal car believes that the fire based on the current information is not caused by the quality of the vehicle. The ideal car will cooperate with the fire department to investigate the specific reasons for the vehicle.

The ideal car further explained that the fire point of the incident vehicle was in the cabin. The front process system and the battery and fuel tank at the bottom were not burned, and the fuel was not leaked. Through the comprehensive analysis of video and vehicle data, such a big fire occurred in just 9 seconds, which was not caused by the vehicle itself. The ideal car suspected that there was flammable and explosive items in the car and was ignited.

How will the ideal car product pattern change?

The delivery of the ideal L9 will bring to the ideal change of the car product of the ideal? According to Zhang Xiang, the dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College, there are currently many orders for the ideal L9, and the ideal L9 will inevitably rob the market share that originally belongs to the ideal ONE.

Dean Zhang Xiang further explained to the radar Finance that on the one hand, because the ideal L9 and the ideal ONE are produced by the same line, the price of the ideal L9 is higher than the ideal ONE, and the profit space is correspondingly greater. Starting, the first level of the ideal L9 will be higher than the ideal ONE. In the same case, the ideal car will give priority to the ideal L9.

On the other hand, because the ideal ONE is an old model that has been on sale in the market for a long time, L9, as a new car created by the ideal car, has updated and higher -end technologies, and has higher cost performance. Therefore For more than 10,000 consumers, the ideal L9 is more in line with their own car purchase needs than the ideal ONE.

In Zhang Xiang's view, the listing delivery of the ideal L9 will help the overall sales of the ideal car. The sales of the two cars will definitely be higher than the sales of only one car. According to the current development of the industry, only one model of car companies is too narrow. When dealing with fierce market competition, there is only one model of car companies. Market segments.

As for whether there are plans to build more models in the future, the ideal car has mentioned in the announcement many times that the company's independent research and development work is mainly concentrated in its unique processing system, next -generation electric vehicle technology, and smart cars. To further expand the user group, the ideal car will launch more pure electric vehicles and extended electric vehicles to expand the product line.

It is worth mentioning that when the ideal car CEO recently interacted with netizens on Weibo, it also revealed the plan of the ideal car may create more models.

Some netizens said they have been waiting for L8 models. In this regard, Li wants to reply, "Don't buy ONE at the present stage of L8", Li Xiang also said that the two new models that can be delivered to over 10,000 in the first complete month can be climbed at the same time. First complete the delivery and capacity of the ideal L9.

In addition to the L8 model, some netizens are also looking forward to the launch of the X03 model. The netizen hopes that the ideal car will have a large five cars, and people can also take people in the middle of the vehicle, similar to the back row of the Audi Q7. In this regard, Li Xiang said that X03 is far greater than Q7, and you can refer to the latest Tim Yue L's five -seater version of the rear space, and the X03 surpasses Curinnan and the rear space and comfort.

- END -