On August 8th, Xpeng Motors formally submitted its prospectus to the US Securities and Exchange Commission (SEC), intending to be listed on the NYSE, so as to fight a tough battle in the most critical stage of this new energy market. Weilai achieved a positive gross profit margin for the first time in the second quarter, with a comprehensive gross profit margin of 8.4%, a vehicle gross profit margin of 9.7% and a gross profit of 3 13 1 100 million yuan. After winning the title of "the worst person" last year, Li Bin may be the "most envied person" of other new forces this time.
In addition, the sales volume of the new car-making forces is also rapidly picking up. In July, Weilai harvested 3,533 vehicles, a year-on-year increase of 322.6438+0%; From June to July, the cumulative sales volume was 17702 vehicles, up11.3% year-on-year. In July, the total number of insured vehicles in Tucki reached 2,532, an increase of 1.30% from the previous month, making it the best month for insured vehicles in 2020. The sales volume of Tucki P7 has obviously started to increase rapidly. In July, the number of vehicles insured in a single month was 1723, an increase of over 450% from the previous month.
Ideal followed closely, with sales of 25 16 vehicles in July, up 33% from the previous month, and cumulative sales of 12 182 vehicles from June to July. In China's new energy medium and large SUV market, the sales volume of Li ONE exceeds that of Lexus RX? 450h, Weilai ES8 and other competitors. Weimar sold 2,036 vehicles in July, nearly doubling year-on-year, achieving "five consecutive increases" from the previous month, once again setting a new record for monthly sales in the year. Moreover, the cumulative sales volume of Weimar EX5 has exceeded 30,000, and it continues to be the champion of new power bicycle sales.
Looking back on the development of new forces in car-making in recent years, we have seen many brands come and go. From the very beginning, PPT was used to build cars, and there was a lack of money and technology. Later, it experienced problems such as mass production delay and quality questioning. After many difficulties, Lindsay, Bojun, Baiteng and other companies collectively "exploded" in the first half of this year and fell into operational difficulties; Weilai, Ideality, Tucki and Weimar became more and more frustrated, and initially established the position of the head enterprises of the new forces.
The same beginning and different endings can't help but make people sigh. As the first batch of new forces, Weilai and Tucki have laid a competitive foundation in financing, factory building and manufacturing. If the latecomers don't have enough financial support, they can only accept the fate of being eliminated after the capital cools down.
In addition, for the new forces making cars, it is not only fate but also the choice of technology that determines the result. We know that building a car is a high-investment, long-term thing, and it can't be done overnight. Weilai and Tucki have been accumulating strength and giving full play to their differentiated advantages while financing. Weilai focuses on service, while Tucki focuses on intelligence. The ideal is to solve people's mileage anxiety at this stage.
Moreover, whether it is Ideal, Weilai, Tucki IPO or Weilai's gross profit margin turning positive, it is precisely because of years of accumulation that it has been recognized by investors. Therefore, they can get more resources when the automobile market is in a downturn and further expand their market leading position.
So, has the new force of building a car gained a firm foothold?
In recent years, with the vigorous development of new car-making forces, we can see that new car-making forces have new ideas and models, and also have their own unique advantages in the field of intelligent technology and the control of young users, which can bring new development ideas to traditional car companies. As Gu Huinan, general manager of GAC New Energy, said: "The new energy industry has just begun to mature and its competitiveness has begun to take shape. The new car manufacturers have greatly promoted the industry. "
Although many new forces have waved goodbye, as far as the new energy industry is concerned, it is still in its infancy, and the market still has great potential to be tapped. The new forces left behind today may not only become "senior players" in the future, but also become Geely and the Great Wall in the next era.
However, it needs to be clear that in the face of technological changes brought about by 5G and big data, automobile manufacturing has entered a new stage, and the technical problems such as engines and gearboxes faced by car companies in the past no longer exist.
There are new problems in the new era. Both traditional car companies and new forces should think about how to use capital flexibly, how to better approach and understand users, how to build core competitiveness and realize mental occupation. Moreover, the future new energy market will be determined by software. There is also the mountain of Tesla in this respect, which puts a lot of pressure on many car companies.
Everything is unknown. As a practitioner in the automotive industry, Shuidi Auto APP believes that it is a good thing to have more entrants in the new energy field, which can promote the vigorous development of the industry and bring more vitality and energy. Here, let's keep our confidence and curiosity and see how high the new energy industry will develop. Who can have the last laugh?
Text/Li Liping
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.