The ideal car will reduce the delivery outlook in the third quarter. It is expected that the delivery in September is just over 10,000, almost all from L9

On the evening of September 26, the ideal car (02015.HK/Li.us) announced at the Hong Kong Stock Exchange that the company expects that its vehicle delivery in the third quarter of 2022 is about 25,500 vehicles. Earlier, the delivery guidance given by the ideal car was 27,000 to 29,000. The ideal car said that this is mainly caused by the supply chain limit, and the potential demand of the company's vehicles remains strong. The company will continue to work closely with the supply chain partner to solve the bottleneck and accelerate production.

Affected by this news, as of the press release of the Red Star Capital Bureau, the ideal car diving has dropped nearly 3%in front of the US stock market, and the previous rose exceeded 2%.

↑ Ideal Automobile Hong Kong Stock Announcement

The ideal car's delivery volume in July was 10,422, a year -on -year increase of 21.3%, a decrease of 20%from the previous month; 4,591 units were delivered in August, a year -on -year decrease of 51.54%, and a decrease of 55.95%month -on -month. According to the previous three quarters of the delivery outlook, 11,987 to 13,987 units needed to be delivered in September. After looking down, it is expected that the delivery volume in September is 10,487.

Delivery in July and August was mainly related to the ideal L9 of the new model. Industry insiders pointed out to the Red Star Capital Bureau that the ideal One has entered the end of the product life cycle, some consumers turned to the ideal L9, and the order of the new models devoured the delivery volume.

On June 21, the ideal L9 was released, and the delivery was officially opened on August 30, which was delayed than the scheduled time. The ideal car customer service personnel explained that "the supply of supply factories in Mianyang, Sichuan, the supply delay of supply factory in Mianyang, Sichuan, which leads to the desire L9 delivery delay." The ideal car founder and CEO Li Xiang once said on Weibo that it is expected that the ideal L9 delivery in September is expected to be delivered in September There can be more than 10,000 vehicles.

Most of the delivery volume of the ideal car will come from the ideal L9. At the beginning of September, the ideal car announced the ideal one of the ideal ONE model. At the same time, the news that the ideal ONE was about to discontinue was officially confirmed, causing a stir. Some ideal ONE owners collectively complained to the ideal car to deceive consumers and "cut leeks".

↑ Ideal L9 Figure according to IC Photo

There are front -line salespersons told the Red Star Capital Bureau that "there is basically no customer purchased an ideal ONE in September, and everyone knows that the previous outlets have been discontinued. In addition, although the passenger flow has not decreased, the old car owners have fewer customers introduced less customers. A lot. "

The ideal car previously announced the after -sales instructions for the ideal ONE: to ensure that the original factory after -sales parts will be supplied until it is not less than 12 years after the production is discontinued, and users who enjoy the same after -sales service as the new model are not affected. OTA upgrade service; the free traffic of 20G per month for three years on the basis of the original "three -year traffic worry -free plan" will be added.

The ideal L8 will be officially released on September 30 with a price of less than 400,000 yuan. After the price is announced, Ding Ding will be opened. The delivery is officially opened in early November.

Red Star News reporter Wu Danruo

Edit Yu Dongmei Wang He

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