There are three levels of differentiation in the new forces of making cars. The five companies in the first echelon account for more than 90% of sales.

On July 5th, the car prophet learned the information from relevant channels. In June-June, 2020, China new car manufacturing enterprise * * * completed the sales of about 40,000 vehicles. Among them, the top 5 companies accounted for 90% of the sales.

On the whole, although the new energy market is depressed due to the epidemic this year, the performance of new power car companies has shown overall growth, which may also benefit from the continuous growth of sales of head car companies.

In terms of specific sales volume, the first echelon represented by Weimar, Weilai, Tucki and He Zhong still maintained steady development. As the last new force car company to deliver, Li also successfully squeezed into the first echelon. New car companies such as Aichi and Zero Run are in the second echelon, and their performance is relatively moderate; However, new car companies such as Singularity and Min 'an Automobile are still struggling.

After entering the so-called 2020 knockout, the new forces of car-making have entered an important stage of polarization. What are the outstanding problems of the new forces building cars? The car prophet tried to analyze the industrial structure of the new car-making forces by combing the data.

1

The first echelon: five head enterprises monopolize more than 90% of sales.

In terms of sales volume, most of the first echelon are absolutely strong enterprises among the new forces of car making, including Weilai, Ideality, Weimar and Tucki. However, it also unexpectedly includes He Zhong, a company that doesn't often appear at the top of the list of new automobile manufacturing forces.

Source of data: disclosure by network and related enterprises.

* Weilai Automobile: Sales rebounded sharply? Gross profit has increased significantly.

According to the latest delivery data in June 2020 provided by Weilai Automobile. In June 2020, Weilai * * * delivered 3,740 vehicles, which reached a new monthly high after breaking the record in May. Historical data shows that since March, Weilai has achieved month-on-month growth for four consecutive months, and the delivery volume in June increased by 179% year-on-year. From June to June, 2020, Weilai Automobile sold 65,438+0,465,438+0,69 vehicles, which is the absolute head enterprise of the new car-making camp.

It is worth noting that in addition to sales growth, in 2020, Weilai added 44 Weilai spaces in 24 cities. As of June 4th, Weilai has opened 1 16 stores nationwide, including 22 Weilai Center and 92 Weilai Space, and its sales network covers 76 cities nationwide.

Automobile is an industry with high cost and slow recovery. With the landing of a number of convertible bonds financing and the orderly promotion of Weilai China project, Weilai has accumulated financing of over 654.38+0 billion yuan this year. In terms of gross profit that the outside world is most concerned about, in the first quarter financial report, Weilai's gross profit exceeded 5%, and the gross profit of the whole vehicle reached double-digit expectations at the end of the year.

However, it is worth noting that with the continuous improvement of sales volume, the service pressure brought by sales volume has also doubled. Previously, Wei Lai once said Wei Lai NIO? The construction cost of a single house is 6,543,800 yuan, which may greatly test Weilai's operation ability.

* ideal intelligence: sales have risen sharply? Financing continues to accelerate.

As a "rising star", Li, although different from other pure electric new energy vehicles, adopted the scheme of increasing the use of Li ONE, but as a member of the new force, he jumped to the second place of the new force in less than half a year, and was often in the forefront of domestic plug-in vehicles. In mid-June, Ideal officially announced that its cumulative delivery in Li ONE reached 65,438+00,000 units. Compared with domestic and foreign car companies that have completed the first delivery, the ideal speed is the fastest. According to the sales data of Ideal Official and Auto Federation, Li ONE delivered 8695 units from February 4th last year to May 30th this year. It is only about whether the owner can accept frequent and ideal quality problems and the improvement of quality in the later period.

Not long ago, it was confirmed that the US delegation led the investment of 500 million US dollars to participate in Li's D round of financing. According to the information from Tianyan, Che Xianren said that the financing was completed by Meituan and Li Xiang, with a total investment of 550 million US dollars, of which Meituan led the investment of 500 million US dollars and Li Xiang, the founder of Li Xiang, invested 30 million US dollars, with a post-investment valuation of 4.05 billion US dollars. It is worth noting that this round of financing is one of the few financing obtained by the new car-making forces after Weilai Hefei's financing.

In addition, Li plans to open 60 new stores this year, three times more than the 20 previously planned. Ideally, in the third quarter of this year, Li Retail Center will cover 30 cities. Li's after-sales service network will also cover all provinces in Chinese mainland in the third quarter and increase to 65,438+000 cities before the end of the year.

Ideal is one of the new forces to build cars that are different from pure electric car manufacturers. The most important issue before is the containment of the production side. Previously, Li had delayed delivery many times. In addition, Li also plans to launch an IPO plan in the United States this year, which is an important pressure to test Li at present.

* Tucki: The P7 market has not been developed yet? The market performance is relatively stable.

From June to May in 2020, the sales volume of Xpeng Motors * * * was 4,558, and the sales volume in the first half of the year was less than 6,000. It is worth noting that the second paragraph is regarded as a model? In May this year, the wholesale sales volume of rival P7 was only 65,438+092 vehicles, which was obviously less than expected. However, on Xpeng Motors, it was said that the sales volume of P7 was mainly limited by the production capacity. At present, the orders received have exceeded 15000 vehicles, exceeding the sales volume of Tucki G3 last year.

On May 19, 2020, with the announcement of the Ministry of Industry and Information Technology, the former Guangdong Fudi Automobile Co., Ltd. was officially renamed as Zhaoqing Tucki New Energy Investment Co., Ltd., and Xpeng Automobile successfully obtained the automobile production qualification, bidding farewell to the "borrowing chickens to lay eggs" model (Tucki was contracted by Haima for lack of production qualification), and this change will undoubtedly become a "bonus item" for its listing.

In terms of financing, public information shows that Xpeng Automobile has completed eight rounds of financing so far, and * * * has received financial support of about 654.38+068 billion yuan. The last round of financing took place on 20 19, 1 1, and the C round of financing was completed, with a total financing of 400 million US dollars.

Some time ago, the competitor of Tucki P7 was Tesla Model? 3。 He Xiaopeng also publicly stated at the press conference: "If Tesla is an industry subversive, then Tucki P7 is a subversive."

However, it is worth noting that Tucki is currently at the critical stage of product climbing. Although Xpeng Motors has made remarkable achievements in China, it remains to be seen whether its current glory can stand the test of the capital market and stand out in the whole electric vehicle market, at least from the current situation.

* Weimar Automobile: Limited sales growth? Financing remains difficult.

According to the information obtained by the car forecaster from Weimar Automobile in this issue, the sales volume of Weimar Automobile in June was 2,028 vehicles, an increase of 34.9% from the previous month and a continuous increase of 4 months. From June to June, 2020, 65438, Weimar Automobile sold 6450 vehicles.

According to the latest data, as of July 6th, the sales volume of Weimar EX5 in China has exceeded 30,000. From June to June, 2020, the proportion of Weimar users born after 1995 increased by 43.4% year-on-year, and the proportion of parent-child family users reached 69%.

In terms of financing, since Weimar Automobile announced in March 2065438+2009 that it had completed the C-round financing with a total amount of RMB 3 billion, the D-round financing plan has not landed. Freeman Shen, chairman of Weimar Group, said that Weimar is moving forward, not desperately.

It can be concluded that Weimar did not show a strong offensive posture on the road of financing. 2020 is the first year of the reshuffle of new forces in the true sense, and any car company will fall into crisis if it is not careful. Whether Weimar can stick to its existing market share still needs continuous observation.

* He Zhong New Energy: Make a fortune by muffling your voice? Sales are almost the top four.

June 5438 +202010-May, * * * completed the sales of 3,758 vehicles, ranking the fifth echelon of new car-making forces after Weilai, Ideality, Weimar and Tucki.

For a long time, He Zhong is not the most radical brand in the new force of car making. Compared with Weimar and Weilai, He Zhong's offensive to build cars is not very fierce. There is only one reason for success. In the entry-level market, Nezha quickly opened the market.

So far, He Zhong Automobile has achieved the stable delivery of Nezha N0 1 in the entry market of less than 654.38 million; 1.5-0.2 million yuan The high-end market is close to being officially listed. Start from the low-end market and achieve delivery as soon as possible, establish initial brand influence in the market, and at the same time, build a foundation for the next step to expand into the middle and high-end market.

Objectively speaking, we have experienced the most tumultuous years of the new car-making forces, some of which were eliminated, some were flashy, and some were in danger, but this big screening is not over yet, and it is still difficult to decide who can stand out and who can go to the end. The most promising car companies may not be the most flamboyant car companies.

2

Intermediate echelon: the competition behind mass production

Compared with the first echelon, the second echelon, a new force in making cars, does not have the strong brand appeal of the first echelon, and the enterprises of the first echelon have completed this leap in the past time. From the perspective of enterprises themselves, most enterprises in the second echelon have just finished mass production of products after listing, which is at a critical stage.

Source of data: disclosure by network and related enterprises.

* Guo Zhijun: There is a crisis behind the seemingly good sales.

From June 20438 to May 2020, Guo Zhijun * * * completed the sales task of 584 cars. According to the information learned by Che Prophet, about 80% of the above-mentioned 584 vehicles were arranged by enterprises and institutions around Ganzhou as welfare vehicles for relevant individuals.

Guo Zhiwei Jun is a new energy automobile manufacturer established with 40% investment from SINOMACH, with 7 shareholders. Its main production base is located in Ganzhou, Jiangxi. Relevant information shows that SINOMACH is one of the top 500 enterprises in the world directly under the central government. It has rich experience and resource base in the equipment manufacturing industry and perfect automobile sales and service channels.

Up to now, Guo Zhiwei Jun owns three pure electric vehicles: GX5, GC 1 and GC2. 20 19 and 10 have been introduced to the market, all of which are mass-market oriented products. However, judging from the previously disclosed insurance data, these three models only have insurance records in surrounding areas such as Jiangxi.

From June 5438 to June 2020 10, Guo Zhijun was violently laid off, which aroused the concern of the outside world about Guo Zhijun's capital operation. According to relevant insiders, at present, the internal funds in Guo Zhijun are tight, and the R&D and production work previously established have been partially stopped.

* Zero sports car: personnel structure changes caused by sales volume and product quality crisis.

According to public information, since its establishment in 20 15, Zero Run has owned three platforms of intelligent pure electric vehicles: S, T and C. 20 19 1 month and 65,438+1100 million yuan intelligent pure electric coupe Zero Run S0 1 went on the market. In May 2020, T03, a long-life intelligent pure electric vehicle, went on the market. In 20021year, the intelligent pure electric crossover SUV will also go on the market at zero run C 1 1. It is worth noting that the quality of the models currently put into the market by Zero Run has been complained many times. Not long ago, more than 200 car owners organized collective rights protection.

On June 23rd, Zero Run appointed Wu Baojun, the former chairman of Zhongcheng Insurance, as the co-founder and president of Zero Run Automobile according to the resolution of the board of directors, and was fully responsible for the operation of the enterprise. According to the data, Wu Baojun joined GAC Peugeot on 1993; From 2008 1 1 to 2002 1, he served as the director of the planning and marketing department of Guangzhou Automobile Toyota Sales Headquarters.

Two months before Wu Baojun joined Zero Car, Zhao Gang, then vice president of Zero Car, announced on social media that he had left Zero Car for personal reasons. At the beginning of 20 17, Zhao Gang joined Zero Run Automobile as the vice president of strategy, products, marketing and after-sales service, and his work was mainly based on operation. As for the reason for Zhao Gang's resignation, it is generally believed in the industry that it is directly related to the poor sales of the first product of Zero Run S0 1.

* reading: the new rivers and lakes of the old scooter

According to the data, from June 5438 to May 2020, Wenwen Automobile * * * completed the sales of 16 1 set, and became one of the enterprises that realized the delivery of the whole vehicle in the new car-making army.

June, 5438 +2020 10, Mustang Motor was strategically reorganized, and the low-speed electric vehicle company Reading Motor held Mustang Motor. After that, the management team of Mustang was taken over by the senior management team of the former Reading Automobile, and Wang Qingli was also the deputy general manager of Reading Automobile.

The reorganized mustang is aimed at the post-90 s youth in third-and fourth-tier cities. According to its "2025 Strategy" released on March 27th this year, the new Mustang will focus on passenger cars above A0 level, build the first car in urban areas after 1990s, and set the short-term and long-term goals of "sales exceeding 6,543,800+0.5 million in 2020 and 700,000 in 2025".

If calculated according to this goal, there is still a gap of 6.5438+0.5 million from the passenger cars sold in Reading.

* Aichi Automobile: Fully enter the European market

From June 5438 to May 2020, Aichi Automobile sold 150 vehicles. At present, Aichi Automobile has only one model on sale, Aichi U5, which is positioned as a pure electric medium-sized SUV. The official cruising range of NEDC is 503km, and the pre-sale price range after the subsidy is announced is 19.79-30.2 1 10,000 yuan.

It is worth noting that the above sales statistics are only domestic sales, and Aichi Automobile has already completed overseas vehicle export business. Relevant information shows that on June 6th, the first batch of European version of Aichi U5 exported by Aichi Automobile to the EU was officially sent to Corsica at haitong international Automobile Terminal.

It is understood that Aichi Automobile is one of the few China brands that have established a perfect marketing system in Europe. According to Aichi's previous introduction, Aichi's sales in Europe adopt a combination of forward-looking online direct sales and light operation financial leasing, and establish cooperation with well-known local after-sales service providers to provide perfect after-sales service experience for European users and solve the worries of partners.

* Jianghuai Volkswagen: Looking forward to the market performance of Volkswagen after 75% holding.

Judging from the sales data in 2020, Jianghuai Volkswagen's performance is not outstanding, and only 130 vehicles were sold from June to May. There is only one model on the market: Sihao E20X.

It is worth noting that on June 1 1, the Anhui Provincial State-owned Assets Supervision and Administration Commission, Volkswagen China Investment and Jiang Qi Holdings signed an investment agreement on Anhui Jianghuai Automobile Group Holding Co., Ltd., and Volkswagen China Investment subscribed for 50% equity of Jiang Qi Holdings at a consideration of 2.383 billion yuan. In addition, with the relaxation of China's foreign investment policy on commercial vehicles, audi ag also took the opportunity to increase its shareholding in Jianghuai Volkswagen to 75%.

According to the investment agreement, Volkswagen Group will award Jianghuai Volkswagen 4-5 brand pure electric vehicle products, and achieve the goal of producing 200,000-250,000 vehicles in 2025. If this goal is successfully achieved, it will become an absolutely strong enterprise among the new forces in China.

* Du Yun Auto: The Change Behind the Difficulties

From June 20438 to May 2020, 95 cars were sold in Du Yun. Relevant information shows that Du Yun is the first new power enterprise in China to obtain qualification and launch products. Three products and seven models of π 1, π3 and π7 have been introduced successively.

However, the cloud that started earlier did not reap the dividend of the industry. Since 2065438+mid-2009, news of salary reduction and layoffs has been continuously spread in Du Yun. At the same time, a number of new car manufacturers have entered the stage of mass production and delivery, and the cloud degree has fallen into a marginalized crisis and gradually faded out of people's horizons. From the management's point of view, in 20 19 years, Du Yun Automobile was only1040,000 yuan, with a loss of1770,000 yuan. This is the third consecutive year that new energy has suffered huge losses after the net profit loss of 654.38 billion yuan in 2065.438+08 and 2065.438+07, and the losses have increased year by year.

Du Yun's poor market management has attracted the attention of shareholders. On May 18, 2020, Du Yun Automobile announced that Lin Mi had officially become the CEO of Du Yun New Energy Automobile Co., Ltd., and was in charge of the overall strategy formulation and daily operation of the company. Before 20 19, Lin Mi Ceng Yun was the deputy general manager of the automobile and the general manager of the marketing company, creating the cloud speed. Lin Mi's return was also interpreted by the outside world as the performance of Du Yun's return to the mainstream.

* Xinte Automobile: Is it still difficult to land the production base?

According to statistics, Xinte Automobile sold 75 vehicles in June 5438+10-May, and most of them landed in Guiyang Xinte Automobile Demonstration Company.

The establishment time of Xinte Automobile is unknown, but it has the investment background of FAW Group. The A0 car DEV 1 of Xinte Automobile is still manufactured by FAW Group.

20 19, the factory project of Xinte Automobile, a new force in car manufacturing, located in Gui 'an New District, Guiyang City, Guizhou Province has been suspended, and the local trial production workshop is also in a state of suspension. Xinte Automobile said that due to the development difficulties of 20 19 Changjiang Automobile, the national passenger car production qualification management has changed, and the new energy project in Gui' an New District is also in a state of suspension, so it is impossible to produce Xinte Automobile.

In terms of financing, Xinte Automobile expects that the B+ round of financing in 20 19 is still in progress.

three

The third echelon: the new force of building cars that has not yet achieved mass production.

Judging from the current international definition of 40 sets as mass production standards, there are still many new forces that have not reached the mass production standards. As the third echelon of new car companies, the cumulative delivery volume this year is only single digits, which is mainly due to the continuous decline of the market and the epidemic environment since 2020, and some car companies are still under pressure.

Source of data: disclosure by network and related enterprises.

* Changjiang Automobile: On the verge of bankruptcy.

Changjiang Automobile completed the sales of 15 vehicles from June to May in 2020. Changjiang EV evolved from Hangzhou Changjiang Bus Company and was later merged by Wulong Group. At that time, after the merger of Hangzhou Changjiang Bus, Wulong Group successively acquired Yunnan American Bus Company, thus successfully winning the second new energy vehicle production license in China (the first one was Beiqi New Energy), and Changjiang EV became the fifth new energy automobile enterprise in China to obtain "double qualifications" from the Development and Reform Commission of the Ministry of Industry and Information Technology. The speed also surprised the industry.

Since 20 17, there have been many negative reports about the suspension and resignation of Changjiang EV. The R&D center of Yangtze River Hydroelectric Power (Foshan) with the first phase investment of/kloc-0.2 billion yuan has been shut down for a long time, and more than 20 employees of Guizhou Yangtze River Factory have been blocked at the company gate to ask for salary. The salaries of nearly 300 employees of Hangzhou Changjiang Automobile have not been settled.

It is worth noting that at present, among all the negative public opinions of Changjiang Automobile, there are endless reports about the infighting of Changjiang Automobile. Changjiang Automobile missed a market opportunity because of the infighting of listed companies, and now there is not much time left for Changjiang Automobile. If this endless internal friction continues, this automobile brand, which once had high hopes and still maintains the international high-end market, will die out, the persistence of all employees will be wasted, and the hard-earned money of all shareholders will be wasted.

* Singularity car: holding a lot of financing? The mass production of the first model is far away.

According to the data, from June 5438 to May 2020, Singularity only completed the landing task of three new cars. Become one of the single-digit delivery enterprises in the new force of building cars.

The main reason for the low delivery of Singularity cars is the delay in the launch of mass production models. According to the data, in April of 20 17, Singularity Automobile officially released its first production model-Singularity? The preview version of iS6, designed with opposite doors, has a driving range of 400 kilometers and costs 200,000 ~ 300,000 yuan. It is planned to realize small batch production by the end of the year. But so far, Singularity has not given a specific time to market.

In terms of financing, Singularity Automobile has completed eight rounds of financing since its establishment, with the total financing exceeding 654.38+0.7 billion yuan. Investors include Qihoo 360, Lenovo Star and Taoyun Capital. Singularity even plans to go public on the science and technology innovation board, seeking larger-scale financing.

It is worth noting that Singularity has built three production bases in Tongling, Suzhou and Zhuzhou with less than double-digit sales. Become one of the most productive enterprises in the new force of building cars.

* Skycar: mass production is about to enter the market.

Tianji Automobile was founded on 20 15, and it is an innovative new energy automobile enterprise with Internet attributes, integrating the research and development, manufacturing, sales and service of pure electric vehicles. On April 20 19, Sky Motor completed a series of financing of 2 billion yuan, and on June 20 1 1 of the same year announced the completion of equity financing, but the specific amount was not disclosed.

20 19 12, Skycar announced that the new car will be officially delivered in the first quarter of 2020. However, due to the epidemic, the expected delivery date was affected. From the product point of view, the competitiveness of Tianji ME7 products is acceptable, and it needs to enter the market quickly to seek the positive development of brands and enterprises.

* Min 'an Automobile: Poor management? Continue to lay off employees

On the cable-shaking engine, the latest news about Min 'an Automobile was updated on 20 19 1 1. As of now, Min 'an Automobile has no other news.

Min 'an Automobile was established on 20 15, initiated by Qin Ronghua, Chairman of Shi Min Group, Zhantu (China) Investment Co., Ltd., Chinese mainland Investment Company, and Huai 'an Development Holdings Co., Ltd., which is a company entrusted by Huai 'an Municipal Government to manage Huai 'an Economic and Technological Development Zone. 20 18 has obtained relevant qualifications, and it is one of the few new energy automobile enterprises with "double qualifications" at present.

However, qualification is not an amulet for the sound development of Min 'an Automobile. 20 19, 1 1, Min 'an Automobile issued a holiday announcement: "Due to the influence of national policies, the new energy vehicle consumption market environment and changes in national and local subsidy policies, the company is experiencing phased operational difficulties, and is steadily implementing adjustment and reform and actively seeking breakthroughs."

Up to now, the number of layoffs of Min 'an Automobile has exceeded 400. The above-mentioned holiday notice was also interpreted by the media as the beginning of another disguised layoff.

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