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At the end of the year and the beginning of the year, everything is good. Can the future car-making rookie be expected?
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At the end of the year and the beginning of the year, you always have good expectations for the future.

It is said that 20 19 is a year when the automobile market in China is shrouded in cold winter. China automobile circle, which once developed at a high speed, has lost its aura and fallen into anxiety about its present survival and future development. Especially for rookies who build cars, "elimination" is undoubtedly the most mentioned keyword.

Of course, any rookie who still has some fighting spirit hopes to win some prizes at the end of the year and the beginning of the year. First, do another performance at the end of the year; Secondly, it can also make a good start for next year's development.

In the last few days of 20 19, many new car-making rookies expressed positive confidence.

Tesla: Domestic models? 3 Advance delivery

On the morning of February 30th, 65438, Tesla held a simple and grand ceremony in Shanghai Lingang Super Factory and delivered the first batch of 15 domestic models? 3。 Although the car owners delivered on that day were all internal employees of Tesla, including sales and technical personnel from Shanghai, Beijing, Shenzhen, Chengdu, Hangzhou and other places, it was quite self-directed, but it also revealed Tesla's eagerness to deliver to the China market.

The person in charge of Tesla Greater China said at the scene that the second batch of domestic Tesla will also be delivered to official customers soon, probably before the Spring Festival, that is, 1 month. Some analysts said that if the Shanghai factory is fully put into production, Tesla's production capacity will increase to 500,000 vehicles, an increase of 65,438+067% compared with 2065,438+09.

Not only is the speed of mass production increased, but the domestic price of Tesla also has a lot of room for decline. On February 6, 65438, the Ministry of Industry and Information Technology announced the eleventh batch of recommended vehicles for the promotion and application of new energy vehicles this year, including those from Tesla Giga Shanghai? Three models. This means that at present, domestic Tesla models? 3? On the basis of the official guidance price of 355,800 yuan, it will also receive a subsidy of 24,700 yuan.

At the same time, on February 27th, 12, the Ministry of Industry and Information Technology announced the latest batch of new energy vehicles that are exempt from vehicle purchase tax. 3 is still in it. This means that domestic Tesla will also receive preferential treatment of exemption from vehicle purchase tax on the basis of subsidies. In 2020, domestic Tesla may cut its price by 20%.

Most importantly, the financing agreement signed between Tesla and China Joint Reception Organization will guarantee the development of Tesla China. . According to the documents submitted by Tesla to the US Securities and Exchange Commission, Tesla reached a financing agreement with China's loan alliance on 20 19+02+ 18.

According to the agreement, Tesla will receive 9 billion yuan of secured loans and 2.25 billion yuan of unsecured loans, totaling about 65.438+065.438+25 million yuan. According to the plan, Tesla will use part of the loan to repay the old debts of Tesla Giga Shanghai and the other part for the expansion and development of the factory.

The acceleration of Tesla's domestic speed is not only good for Tesla, but also an incentive for the new domestic car-making forces.

Wei Lai: Revenue rose in the third quarter.

As the first force in new car manufacturing in China, Weilai has always been regarded as the "Tesla" of China by the outside world. At the end of 20 19, Weilai chose to release the third quarter financial report to dispel the doubts of the outside world.

19 On the evening of February 30th, Weilai Automobile released the third quarter financial report of 20 19. The financial report shows that Weilai Automobile's revenue in the third quarter was 65.438+83.68 billion yuan, a year-on-year increase of 25.0%, and its net loss was 245.65438+0 billion yuan. Although it is still in a loss state, its loss rate has narrowed by 23.2% month on month, with a slight increase of 3. 1% year on year.

Of the total income, automobile sales revenue was 65.438+0.7 billion yuan, up 22.5% from the previous month and 265.438+0.5% from the same period last year. Other sales income was 654.38+003 billion yuan, up 9.9% from the previous month and 654.38+042. 1% from the same period last year.

The most direct reason for the increase in income is the increase in sales. The data shows that Weilai Automobile delivered 4,799 new cars in the third quarter, an increase of 35% compared with the second quarter, exceeding the previous expectation of 9%. Among them, ES6 delivered 465,438+096 vehicles and ES8 delivered 603 vehicles. Moreover, in June 5438+065438+ 10, the sales volume of Weilai automobile reached 2528, which has been a record high for four consecutive months.

Based on the sales growth for several months in a row, Weilai expects to deliver 8,000 new cars in the fourth quarter, an increase of 66.7% compared with the third quarter, and the total delivery volume for the whole year is expected to exceed 20,000. Based on this, Weilai expects revenue to increase by 53% in the fourth quarter.

Just two days ago (65438+February 28th), Weilai also held the annual "NIO? That night, the man who was called "the worst" by 20 19 released three messages at the scene. First, the 100KWh liquid-cooled constant temperature battery pack and 20 kW household DC charging pile were released. The original owner can replace the new battery pack in the fourth quarter of next year to get a higher cruising range.

Secondly, the electric coupe SUV Weilai EC6, the third mass production model of Weilai Automobile, made its debut. The configuration and price of the new car will be announced in July next year, and delivery will begin in September next year. Third, the overall upgrade of the models currently on sale is equipped with 100KWh liquid-cooled constant temperature battery pack, and the NEDC battery life can reach 580 kilometers.

Different from the ordinary car brand launch conference, Weilai NIO? More than 7,300 Weilai users invited by DAY show the identity of "user enterprise" that Weilai brand has always believed in, that is, the core of enterprise management with customer service as the core. It is precisely because of this that we achieved excellent results in the third quarter financial report. In the end, US stocks soared by 80% and the market value exceeded 4.5 billion US dollars.

Write it at the end

Both Tesla's domestic production and Weilai's stock surge are good news for the development of new energy vehicles in China.

But as the British writer Charles Dickens said in A Tale of Two Cities, "this is the best time and the worst time". Every coin has its two sides. For example, Pang Qingnian, who has declared bankruptcy; For example, the ranger car on the verge of bankruptcy.

20 19 has passed, and the more difficult 2020 is about to begin. Nowadays, although the sales of the whole industry are declining, the top car-making rookies are still working hard in the established direction.

We believe that, just like "big waves wash sand", the enterprises that stay in the end are the most conducive to the development of the industry. And the whole automobile industry, the future is still promising.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.