January New Force Sales List: This time, please give them a like

Based on the sales data of the Passenger Car Association and related algorithm calculations, we have initially drawn a conclusion that the new car-making force that started in 2014, that crazy era commonly known as "PPT car-making" has passed.

This also means that about 10% of the surviving new car-making forces have entered the door of car-making with difficulty. Congratulations to them, they have been favored by the god of luck. Of course, building a car is a marathon and is never a smooth road, just like the outbreak of the new coronavirus on January 20.

At present, whether it is a natural disaster or a man-made disaster, the national losses caused by the epidemic have long been immeasurable. For these new forces that have just entered the door of car manufacturing, it can be described as a "cradle-like stranglehold." .

As far as the reporter knows, the capital chains of many new forces are already in crisis, which means that they are always at risk of "sudden death." However, they are still gritting their teeth and persevering, and even donated money and materials to the disaster areas, completely showing a warm image of "rebels in the automotive industry".

Yes, during the current epidemic, these remaining new forces have not chosen to retreat naturally. On the contrary, they are bravely and fearlessly fulfilling their social responsibilities. This time, they deserve a thumbs up.

The mirror of the epidemic reveals a warm new force

Under difficulties, those who are most seriously injured are often those who are weak, and the epidemic has the same impact on car companies. Compared with those joint ventures and even independent brands, new forces are the first to feel the coming of the cold winter. Weilai has raised funds one after another, Nezha Auto has mortgaged chattels for financing, Qiantu Motor has been rumored on the Internet to "sell cars at half price", etc.

In 2019, it was "too difficult" for us. Now in 2020, it is "more difficult than anyone else" for new car-making forces. What is unexpected is that at this increasingly difficult time, some new car-making forces are acting as "rebels".

On January 28, Nezha Automobile led the new car-making forces and took the lead in donating 1 million yuan to the disaster-stricken areas in Hubei, and later provided multiple Nezha N01 vehicles for epidemic prevention. In addition, in order to pay tribute to front-line personnel such as medical staff and volunteers, Nezha Automobile has subsequently introduced a number of favorable measures.

After this battle, we believe that a warm Nezha Automobile brand image has been established, which will inevitably provide more brand support for its subsequent development, such as the upcoming Nezha U with a higher positioning.

After Nezha Automobile, new forces such as Xiaopeng, WM Motor and Weilai also began to donate materials, and together they became a part that cannot be ignored in the donation army of car companies. The reporter combed through the donation list of new forces and found that most of the donations were from brands that had already delivered, and the only ones that had not delivered were AIWAYS and Hengchi.

As a car brand of the Evergrande Group, which is a large and powerful company, it is not difficult to understand Hengchi Automobile’s donation (and of course, it must be praised), but AIWAYS Automobile is surprising. After all, the AIWAYS U5 has just been launched and has not yet been delivered. The lack of income means that AIWAYS is still in the net expenditure stage. It is not easy to actively carry out donations at such a difficult time.

Let’s take a closer look, how to understand the donation behavior of this wave of new car-making forces?

Are they rich? No, because there are multiple signs that the new car-making forces are in their darkest moment. For example, behind the "Geely NIO" incident - even NIO can't survive, and other new forces can also be seen. Therefore, it can only be described as pure national plot and corporate social responsibility.

As Zhang Yong, President of Hezhong New Energy, said, “We firmly believe that with the concerted efforts of the whole country, we will be able to win the battle against the epidemic at an early date. Nezha Automobile will also actively fulfill its corporate social responsibilities, join hands with industry colleagues and people from all walks of life to help each other, overcome the difficulties, and make due contributions to defeating the epidemic! ”

Building new cars! Power, a term that everyone once despised, feels very gentle after this battle, and there is a trend of word-of-mouth reversal, which everyone is happy to see.

Fighting the epidemic is important, but self-rescue is even more important

The market has also given positive feedback.

According to data from the Passenger Car Association, new car-making forces sold a total of 5,765 vehicles in January, achieving a growth of 7.1% despite the entire new energy passenger car market being cut in half. In addition, the sales of new forces accounted for 13.3% of the total sales of new energy passenger vehicles in January, more than double the 5.8% in the same period in 2019.

Under the epidemic mirror, traditional new energy car companies are on the decline, while new car-making forces are on the rise. In the words of Cui Dongshu, secretary-general of the Passenger Car Association, "New power car companies have gradually become an important participating force in the market."

This changing trend, whether it is from new power models or car company sales lists, has Show something.

After launching a wave of continuous attacks at the end of last year, Weilai ES6 was slightly misfired in January, with only 1,493 units sold, a month-on-month decrease of 41.2%. Of course, the objective reason for the decline lies more in the multiple impacts of the Spring Festival and the new crown epidemic. Despite this, ES6 still defends the honor of the new force's monthly sales champion.

Some people say that the second-ranked Li Auto ONE is the biggest surprise on the January list. In fact, this is not the case. As early as the end of last year, Li Auto had delivered 1,000 units, but it was not included in the passenger car association data at that time. .

The sales volume has exceeded 1,000 for two consecutive months since its launch. The Ideal ONE has received good market response, which is actually not surprising.

Theoretically, as an extended-range hybrid vehicle equipped with a 3-cylinder turbine and a 40.5-degree battery, the Ideal ONE does not have the range anxiety of pure electric vehicles, which means that the pure electric market is not mature enough. At the moment, it has a greater chance than other models on the list, and has the potential to rival the sales of fuel vehicles.

However, technology has its pros and cons. Although it has chosen a more pragmatic technical route, its relatively more complex technical support is always testing the still weak Ideal Car and the patience of Ideal car owners.

The most disappointed may be Xpeng Motors. After being occasionally overtaken by Nezha Motors last year, Xpeng Motors was overtaken by Ideal and Nezha Motors in January, slipping to fifth place. Looking at last year's sales fluctuations and Ideal's strong entry this year, Xpeng Motors' vision of being a top-three new force is becoming precarious.

In the face of the epidemic, He Xiaopeng, chairman of Xpeng Motors, just published an article "Life can be affected by the epidemic, but Xpeng Motors will never be defeated by the epidemic." As a Hubei native, I feel the same way. But the real problem is how to prevent Xpeng Motors from being defeated by the epidemic. This is the top priority.

After all, after the epidemic, the cheap version of Tesla Model 3 is coming one after another. It is inevitable that the price will cross with that of P7. How to win? This is not only a test for Xpeng Motors, but also for all new forces.

Text/Feng Jingang

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This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.