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[YesAuto News] 2018 is the first year of the delivery of new car companies. After announcing multiple rounds of financing and setting various flags at the “pre-stage” press conference, the “behind-the-scenes” product that determines the fate is about to enter the delivery stage. According to statistics, in 2018, a total of 5 new car manufacturers started and planned to deliver. Among them, Weilai Automobile took the lead in launching the delivery in various queries. The delivery test of Weimar Motors, Xiaopeng Motors, Qiantu Motors, and Singularity Motors also followed closely. Rear. In the battle of the auto industry to accelerate the survival of the fittest, these five companies have officially entered the “battlefield” with delivery as a bargaining chip.

Read the full text in 30 seconds:

● In 2018, a total of 5 new car manufacturers started or planned to deliver, and 2 of them promised to deliver more than 10,000;

●Long delivery time: new car orders should be delivered in 2019 at the earliest;

●Double problems of production capacity and qualification: OEM and M&A models emerge;

●The Matthew effect is emerging: delivery will speed up the “survival of the fittest” of auto companies.

1. Small-scale delivery of 5 car companies “test the water”

Entering June, Weilai Automobile, which has been established for more than three years, has entered the “delivery” stage first, but this is obviously not easy. Since Li Bin announced at a press conference of nearly 10,000 people at the end of 2017 that the Weilai ES8 (hereinafter referred to as “ES8”) with a pre-subsidy guidance price of 44.80-54.80 million (hereinafter referred to as “ES8”) went on the market, the quality and capacity release of cooperation with Jianghuai OEM have been extremely controversial.

Qin Lihong, co-founder and president of Weilai Automobile, said that Weilai Automobile and Jianghuai have formulated strategic cooperation-related matters earlier than the establishment of Weilai Automobile Company. They responded to the strong willingness of the two to cooperate, and Jianghuai also adhered to the “foundry.” Obligations: Never speak publicly at various press conferences of Weilai Automobile, and the logo of “Jianghuai Weilai” has also been removed from the ES8 tail of Weilai Experience Store.

However, the delivery progress pushed Weilai to the forefront again, and there were continuous reports of unannounced visits by the media. According to the plan, Weilai Jianghuai’s production base in Hefei plans to have a full-load double-shift capacity of 100,000 vehicles (a single-shift capacity of 50,000 vehicles). The capacity of its free factory in Jiading is between 100,000 and 20 vehicles. However, at this stage, the product's offline progress is still climbing: It is reported that Weilai Automobile plans to roll off 10 vehicles in April, 60 vehicles in May, 1,000 vehicles in June, and a cumulative delivery of 10,000 vehicles in September.

This is basically the same as NIO’s commitment to “complete the delivery of the founding version at the end of September”, but in terms of delivery time, NIO has changed from the “successive delivery in the first quarter of 2018” planned at the end of last year to the “first quarter of 2018” in late April. “Batch delivery”, and then Weilai public relations personnel said that they will “start delivery at the end of May”, and the time node has been changing. At present, Weilai Automobile has officially entered the delivery stage, and Li Bin also resolutely said: “We must deliver 10,000 founding versions this year.”

In contrast, Weimar Automobile directly set the delivery schedule in September 2018, and the delivery vehicle is the Weimar EX5 (hereinafter referred to as “EX5”) with a guide price of 179,800 to 298,800 yuan.

On March 28, 2018, the production line of the Weimar New Energy Automobile Intelligent Industrial Park was fully implemented, with an annual production capacity of 100,000 vehicles. After all, it will have an annual production capacity of 200,000 new energy smart vehicles. Weimar Motors founder, chairman and CEO Shen Hui said in an interview with the media that EX5 has been scheduled to exceed 10,000 in 63 days, but at this stage we must pursue quality rather than quantity. The delivery plan for 2018 is more than 10,000. . This also means that if you book a Weimar car now, delivery will have to wait until early 2019 at the earliest.

Xiaopeng Motors is a bit special. In fact, the production of Xiaopeng Motors 1.0 has already been off the assembly line, but it has delivered nearly 200 employees for internal testing. Xia Heng, co-founder and president of Xiaopeng Motors, emphasized that “we can’t let our The user is a'test driver'”. On the morning of April 23, He Xiaopeng, Chairman of Xiaopeng Motors, announced the pre-sale price of the first externally-sold model Xiaopeng Motors G3 (hereinafter referred to as “G3”): 200,000-280,000 yuan before subsidy, and it will open on April 26 Booking. It is reported that G3 may be officially launched before the 2018 Guangzhou Auto Show and will be ready for mass delivery.

The author asked Xiaopeng Automobile’s specific delivery plan. An insider said: “There is no official plan to announce to the public, but it will be listed this year and delivered this year.” He Xiaopeng expects to complete the first 3 next year. Delivery of ten thousand vehicles. In terms of production capacity, Haima and Xiaopeng Motors signed an OEM agreement with an annual production capacity of 50,000 vehicles. The first phase of the self-built Zhaoqing plant also has an annual production capacity of 100,000 vehicles.

Although Singularity Automobile and Qiantu Automobile, which have a similar establishment time as NIO, have already unveiled their first products, they have not yet been promoted to the market. As early as April 2017, Singularity Motors announced the Singularity iS6 (hereinafter referred to as “iS6”) model with a pre-sale range of 200,000 to 300,000 yuan, and a plan for “formal small-volume production in the fourth quarter of 2017”. However, the time to market for iS6 is still pushed to the second half of 2018, and recently announced that it has reached an foundry cooperation with BAIC New Energy. The relevant person in charge of the Singularity Public Relations Department responded: “We are going public in the second half of the year, and there is no detailed delivery plan for the time being. It will follow the progress of the listing.”

In terms of the future, its executives have stated that the first pure electric supercar future K50 (hereinafter referred to as “K50”) will be listed at the end of 2017, but it seems that it is obviously too optimistic at present, and there is news that the K50 will be listed around the middle of 2018. Its first-phase production capacity in Suzhou is 50,000 vehicles, and the specific delivery plan has not yet been announced. Lu Qun, chairman of Qiantu Motor, said: “Delivery when listed.”

2. Delivery under “OEM”: Solving anxiety or promoting anxiety?

In the NIO experience store in Oriental Plaza, Chang’an Avenue, Beijing, a salesperson told the author: “I’m pre-ordering ES8 now, and the delivery date is already in December, so it’s in short supply.” He also emphasized: “Even if you increase the price, you have to Sort order on the APP”.

A famous saying can be applied: car companies with sufficient capacity are generally similar, while car companies with difficult capacity are different.

But in fact, these five new car manufacturers with delivery plans in 2018 are relatively abundant in production capacity layout, but they are still in the initial stage of production and manufacturing, and it takes enough time for the capacity to ramp up to transition.

Information sheet of 5 new car companies planning to “deliver” in 2018
enterprise Established (Coming soon) Models on the market

Cruising mileage (comprehensive working conditions)

New car guide price (ten thousand yuan) (Coming soon) time to market 2018 delivery plan Annual production capacity (vehicles)
NIO 2014.11 ES8

355km

44.8-54.8 2017.12.16 10,000 or more

Jianghuai Weilai:

5-10 million

Jiading, Shanghai:

10-20 million

Weimar Motors 2015.12 EX5

300-460km

17.98-29.88 2018.4.20 10,000 or more

Wenzhou Factory:

10-20 million

Hubei Huanggang Industrial Park

Dalian Yellow Sea

Xiaopeng Motors Mid 2014 G3

330km

20-28 (pre-sale price) Before the 2018 Guangzhou Auto Show Delivered before the end of the year

Seahorse Xiaopeng:

50000

Zhaoqing Factory:

100,000 upfront

Singularity car 2014.12 iS6

400km

20-30 (pre-sale price) Second half of 2018 Delivered before the end of the year

Singularity BAIC New Energy: unknown

Tongling Factory:

200 thousand

Suzhou Factory:

50000

Future car 2015.2 K50

More than 300km

No offer 2018 Delivery on the market Suzhou factory: 50,000 yuan in advance
Tabulation: Autohome New Energy Channel

At present, among the five car companies that entered the delivery stage in 2018, Weilai Automobile and Weimar Automobile are faster in launching their products, but in terms of time and quality control, the challenges of delivery have become increasingly prominent; and small Peng Auto, Singularity Auto, and Qiantu Auto are more cautious, slowing down the progress of product launches. But in addition to the product level, the application for production qualifications and the control of production costs are also issues that new car manufacturers have to face before delivery.

A senior analyst in the automobile industry told the author that most of the new car-making forces with the Internet background do not have much background in the automobile system, and it is difficult to get a clue in the qualification application. In addition, companies that truly achieve subversive technologies are still scarce, and the core competitiveness under the integrated model is doubtful; people with traditional car-making backgrounds and Internet backgrounds in the team gather together, and different cultural backgrounds are very difficult to test management; and there are Faced with more and more rational capital, the pressure on new car companies is also increasing day by day.

The “Automobile Industry Investment Management Regulations (Draft for Comment)” issued by the National Development and Reform Commission recently refined and improved all aspects of project investors, investment locations, R&D capabilities, after-sales service, and construction scale, which undoubtedly further enhanced new car manufacturers. The threshold for applying for qualifications.

Policy regulation has activated the rise of the foundry model to a certain extent. Weilai Automobile, Xiaopeng Auto, and Singularity Motor have previously selected JAC, Haima, BAIC New Energy and other traditional companies to achieve the “foundry” model. Li Bin of Weilai Automobile said that there are at least three considerations when choosing OEM: start-up companies will not do better than existing auto companies in manufacturing from scratch, respect the manufacturing industry, choose what they are good at, and ease the company’s financial investment in new factories. pressure.

However, “OEM” is still listed as a “derogatory term” by some car companies, and Weimar Motors is one of the representatives. Shen Hui publicly stated: “If I choose OEM production, I will not sleep every day.” However, although Weimar did not follow the foundry model, its method of obtaining qualifications through holding Zhongshun Motors in disguise was a trick: On January 16, 2018, the Ministry of Industry and Information Technology announced the “Announcement on Road Motor Vehicle Manufacturers and Products” (the 304th batch). ), in the proposed change of enterprise access information, Zhongshun Automobile Holdings Co., Ltd. was changed to Weimar Automobile Manufacturing Wenzhou Co., Ltd. This also means that Weimar obtains the production qualification of new energy vehicles by controlling Zhongshun Automobile.

This also provides ideas for other new car companies. For example, the executives of AIWAYS told the author that they do not rule out acquiring qualifications by acquiring other companies.

The only vehicle that relied on self-built factories to deliver to the market in 2018 was Qiantu Automobile. Lu Qun once said to the author: “You don’t try yourself and let others try. This is an irresponsible behavior to consumers…We don’t worry about it. Give Future Cars to (other manufacturers) foundry”. In addition, in Lu Qun's view, the competitors of Future are traditional car companies, and they have never been Internet car companies.

3. Life and death contest: “delivery” will speed up the survival of the fittest by car companies

In recent years, the discussion about survival of the fittest in the auto industry has been spreading, and “delivery” is undoubtedly the first answer to the auto industry and the consumer market by a new car company. Once the paper is handed in, the market and consumers have a “score”. The power of power, the strengths and weaknesses of the pros and cons will also be examined and amplified.

As early as the end of 2016, Wei Lai Automobile Li Bin predicted at a meeting: “It would be good if two or three of the more than a dozen new car manufacturers survive.” Zhu Huarong, president of Changan Automobile, also publicly mentioned: “After the new car-building forces are eliminated in the next 3-5 years, I think 90% of them will become'martyrs' with a high probability, and I think this is a very ideal ending.”; Director of BAIC Group Chang Xu Heyi also recently stated that China’s reduction of tariffs and the abolition of joint venture equity ratios will accelerate industry consolidation, and at least one-third of the entire vehicle companies will be dumped “between 2020-2022”; Weimar Motors COO Xu Huanxin believes that, The decisive battle will only be in the next two or three years.

However, when asked whether they were anxious and worried about being eliminated, new car companies seemed confident. Weilai Automobile Qin Lihong once said to the author: “For me, this year, next year, and the next year are both important and not important. I am more concerned about things in 10 or 20 years from now.”

However, it is reported that the “player” car and home, Byton Motors, Aiway Motors, Ranger Motors, etc., which have attracted much attention among the new car forces, will all focus their efforts in 2019; It passed the approval of the Ministry of Industry and Information Technology on June 6, becoming the seventh car-making company in the country to obtain the qualification for producing pure electric passenger vehicles. The first model will be launched in the third quarter of this year.

Full text summary : The automotive industry is not what it used to be. Data shows that by the end of June 2015-2017, more than 200 new energy vehicle projects have been implemented in China, and the relevant investment amount is more than 1 trillion yuan. The new energy vehicle capacity plan has been published There are more than 20 million vehicles, which is 10 times the target set in the “Medium and Long-term Development Plan for the Automobile Industry”. In the face of fierce industry competition, whether it is a traditional car company in transition or a swarm of new car manufacturers, it will not take decades to win or lose, and may only be at hand.