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

On November 1, NYSE:NIO; HKEX:9866; SGX:NIO released the latest delivery information: Weilai delivered a total of 16074 new cars in October, an increase of 59.8% over the same period last year, and a total of 126067 new cars were delivered from January to October 2023. A total of 415623 new Weilai cars have been delivered.

Looking back on the "Golden Nine and Silver Ten", the price war in the new energy vehicle market is raging, many brands and new models are competing to appear on the market, and the starting price can be described by the word "volume", and some brands also take the initiative to lower the prices of products on sale in order to seek "price for volume." In this context, Weilai keeps its price system basically stable. After the delivery volume reached an all-time high in the third quarter, the delivery volume in October is still stable at a high level, so the gold content is extremely high.

In order to efficiently deliver products that satisfy users, Weilai is well prepared in the field of intelligent manufacturing. The second advanced manufacturing base of Lailai has broken through the contradiction between traditional mass production and personalized customization and realized efficient and flexible production. On October 20, the second advanced manufacturing base of Lulai officially opened to the public to make an appointment to visit, fully demonstrating its high-end intelligent manufacturing strength and advanced technology.

Continue to lead the high end, the strongest product matrix helps steady growth

Xilai's leading position in China's high-end pure electricity market is constantly strengthening. The latest data show that from January to September this year, Xilai accounted for 61.1 per cent of the pure electricity market of high-end brands with an average transaction price of more than 300000. Among them, Jiangsu, Zhejiang and Shanghai accounted for 51.4% of the country's total sales, and the average transaction price in Jiangsu, Zhejiang and Shanghai reached more than 300000. The market share of high-end brand pure electricity reached 68.6%. Forty-eight per cent of Weilai's additional car buyers are from BBA, and some of the second-generation technology platform models are as high as 56 per cent.

At present, eight second-generation technology platform models have been fully delivered, and the strongest product matrix continues to be effective, fully meeting the diversified needs of users in the price range of 300000-600000, covering the main market in which BBA accounts for 80% of sales. The vitality of new ES6, ET5, ET5T and new ES8 and other products is in the explosive stage, and played a beautiful "combination of punches", continue to contribute to the steady growth of sales.

In fact, since the second quarter of this year, Xilai has completed the high-quality delivery of six new models in just more than four months, with higher-than-expected customer satisfaction, fully reflecting its ability to quickly iterate products and manage the complexity of many products.

Among them, the new ES6, which opened delivery in late May, has broken through 10,000 deliveries in July, setting a new monthly delivery record for a single model. The new ES6 is based on the second generation technology platform of Xilai, and the process accuracy and reliability of the products have reached a very good state. The new ES6 is equipped with ISS intelligent comfortable braking system, combined with CDC dynamic suspension damping control and ICC intelligent chassis domain controller, the chassis texture and driving experience have been greatly improved. Like other second-generation technology platform models, the new ES6 is equipped with 33 high-performance sensing hardware and 4 Orin X chips, with the highest computing power reaching 1016TOPS. The ceiling-level hardware performance provides enough redundant space for the continuous iteration of the intelligent driving software, and keeps the intelligent driving technology of Kailai in the first echelon of the industry.

At the same time of the continuous outbreak of the product power of the second generation technology platform, Lai is also vigorously promoting the building of sales capacity from many aspects, such as sinking channels, expanding the sales team, adjusting the organizational structure around sales and so on. Next, the results of the construction of Weilai sales energy will gradually appear, and lead to a steady increase in sales.

Industry insiders generally believe that as the leader of high-end pure electricity brands, the steady growth of its sales is of great significance to the development of pure electric products, which will lead pure electric products into a state of outbreak and drive more brands to participate in the development of pure electricity.

Plus intelligent manufacturing, Weilai technology continues to work in the whole stack.

With only two months left in 2023, the competition in the new energy vehicle market has further intensified, making full preparations for the final battle at the end of the year. At present, the competition in the new energy vehicle market is not only the popularity and reputation of the brand and its products, but also the R & D capability, intelligent manufacturing ability and supply chain capability behind the enterprise.

Since its inception, Weilai has adhered to long-term doctrine, resolutely invested in core technology, product research and development and intelligent manufacturing, and achieved a series of results.

On the "NIO IN 2023 Innovation and Technology Day", the Lai system demonstrated its layout of 12 full-stack technologies and actions for smart electric vehicles. " The full stack of Weilai Technology covers the panorama of intelligent electric vehicle business, including: chip and on-board smart hardware, battery system, electric drive and high voltage system, vehicle engineering, vehicle global operating system, panoramic interconnection, smart driving, intelligent cockpit, smart energy, intelligent manufacturing, artificial intelligence and global digital operations, 12 key technology areas, such as intelligence, electric, automobile, products, services, community, etc. Multi-brand, multi-platform, multi-regional three dimensions, nine elements of R & D and operation needs.

In the field of intelligent manufacturing, the second advanced manufacturing base of Xilai is playing an important role. As the world's leading full-link digital intelligent factory, the most distinctive feature of the second advanced manufacturing base of Lailai is that it breaks through the contradiction and limitation of traditional mass production and personalized customization. a number of world-leading fully automatic intelligent equipment and highly flexible manufacturing processes are introduced into the production workshop. Under the condition of meeting nearly 3.6 million personalized configurations, it takes only 14 days from the user to place the order to the vehicle offline. It is called "the model factory of the new generation of automobile intelligence".

The effective application of R & D results also makes Weilai have excellent product quality. In July this year, ET5 and EL7 (ES7 for the Chinese market) both won the Euro NCAP European Association for New car Safety Evaluation, one of the most authoritative safety testing institutions in the automotive industry (new 2023 regulation). Since the new rules were put into effect, Xilai is the first car brand to achieve a five-star safety rating. In October, ET5 Touring (ET5T for China) became the third model to receive a five-star safety rating of Euro NCAP (new regulation 2023). ET5T scored high scores on passenger safety, child safety, vulnerable road user safety and auxiliary safety, and the two tests of side deformable barrier and side post impact were close to full scores. In the same month, ET5 won the Innovation Award at Reuters'"D.R.I.V.E" 2023, which is well-known and authoritative in the global press and aims to recognize brands and products with outstanding performance in the automotive industry. In addition, the new ES6 is the only one with a comprehensive evaluation of all G (excellent) among more than 60 models.

At present, Xilai has set up R & D and production facilities in Shanghai, Hefei, Beijing, Nanjing, Shenzhen, Hangzhou, San Jose, Munich, Oxford, Berlin, Budapest and Singapore. By the end of September 2023, more than 7500 patents were pending and granted worldwide.

Under the concept of long-term development, "Weilai Technology Stack" will continue to upgrade, as Weilai founder, Chairman and CEO Li Bin said: "Weilai always revolves around the whole scene and the whole product life cycle, continues to innovate for the enhancement of user experience, and leads scientific and technological change. Behind the long-term R & D investment and many technological achievements is a value-driven technological innovation system, which is also a necessary condition for the long-term development of an intelligent electric vehicle company based on global operations. "

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