Shulou(Shulou.com)11/24 Report--

January 10 afternoon news, 2022 has passed, various new energy car companies have also announced the sales of 2022. However, compared with the previously set goals, new energy car companies collectively entered anxiety in 2022. With the exception of BYD, GAC Ean, Nezha and very few krypton companies that have completed the KPI, star car companies, including Tesla and Wei Xiaoli, have all failed to meet their 2022 sales targets.

The best performer was BYD, which sold 1.8685 million vehicles in 2022, an increase of 152.5% over last year. By contrast, Tesla delivered 1.31 million vehicles worldwide in 2022, failing to meet the previous sales target of 1.5 million. As a result, BYD lost its position as the top seller of new energy vehicles in 2022 and was ousted by Yadira.

Recently, Tesla announced a price cut in the Chinese market, with the price of models on sale falling by 20, 000 to 48000 yuan, which is seen by outsiders as a way to further stimulate sales. However, this has also triggered Tesla car owners to protect their rights, and some Tesla car owners who just bought cars before the price reduction even went to Tesla stores to ask for a "refund."

In 2022, the three closely watched new car-building forces, Wei Xiaoli, became brothers and brothers, and all encountered certain difficulties in terms of sales.

Among them, it is ideal to deliver a total of 133000 new cars for the whole year, an increase of 47.2% over the same period last year. In the first quarter of 2022, the ideal target for 2022 was to sell 200000 vehicles, which was later reduced by 15%, or 170000, as a result of the epidemic. But even so, the ideal car fell short of its 2022 target of 78.2% completion.

In 2022, Xilai delivered a total of 122486 new cars, an increase of 34% over the same period last year, but failed to meet the 2022 target of 150000. Recently, Li Bin, chairman of Xilai, issued a letter listing eight internal deficiencies in 2022, which attracted the attention of the outside world. For 2023, Weilai's plan is to deliver 200000 new cars, surpassing Lexus.

Xiaopeng also suffered a Waterloo in 2022 and fell behind in sales at one point. Xiaopeng's cumulative delivery volume in 2022 was 120757 units, an increase of 23% over 2021. However, it is a far cry from the annual target of 250000 vehicles, with the target completion rate of only 48.4%, which is the worst performance in Wei Xiaoli.

Xiaopeng also launched a large-scale structural adjustment in 2022. In October 2022, Xiaopeng established five virtual committee organizations, including strategy, production planning, technical planning, production and marketing balance and OTA committee; established three product matrix organizations: e, F, H platform product matrix, from the marketing, customer service, communication, sales, training, sales management and other functions to coordinate At the end of December, Xiaopeng set up a new financial platform, which aims to improve the fine level of cost control and the compliance ability of the financial system, while recovering the management authority of "funds".

In addition, Zero run, Mengjie and Lantu also failed to meet their 2022 sales targets, with deliveries of 111000, 75000 and 19000 vehicles respectively, with a target completion rate of 92.5%, 93.8% and 61.3%, respectively.

For 2023, as the national new energy subsidy (state subsidy) policy is coming to an end, new energy vehicle companies will also face the pressure between demand and pricing. According to the forecast of the Global Automotive Research Institute, due to excessive overdraft market demand in 2022, superimposed economic recession, geopolitical conflicts and other factors, the overall car market may fall into negative growth in 2023, among which the new energy vehicle market will enter a stage of slow growth, with an expected growth rate of less than 30%.

Under the slowdown of the new energy vehicle market, at that time, new energy vehicle companies may usher in a new round of reshuffle.

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