10 new energy market analysis: the warming trend is obvious. These three people must be very happy this month.

If time goes back, who would have thought that the new power brand with an average selling price of more than 400,000 can sell more than 5,000 units a month? But Wei Lai did it!

According to official sources, Weilai Automobile delivered 5,055 new cars in June this year at 65,438+10, setting a new record for brand delivery in a single month! In addition to Weilai, Tucki, Ideality and other brands in New Power also achieved 3000+ sales in June 5438+ 10. As the "Three Musketeers", Weilai, Ideality and Xpeng Motors gathered in US stocks. At first glance, the ranks of the new forces are full of thriving scenes.

However, this is not the whole picture of the new forces, and there is another scenery behind the performance of the "Three Musketeers". Some have just obtained financing and successfully reborn; Some newborn calves are not afraid of tigers and just ran into the goal field; Others have been completely indifferent and declared bankrupt. Come on, let's talk slowly.

■? There are always stragglers-Changjiang Automobile won't be the last one.

There are still many brands in the whole new energy automobile industry that are still in the biting cold wind. Lindsay and Bojun cars are history. Recently, some media reported that Changjiang Automobile failed to survive this winter and started bankruptcy liquidation recently.

Changjiang Automobile was founded on 20 13, which is regarded as the earliest player in the field of new energy vehicles. In 20 16, when many new car-making forces were still in infancy, Changjiang automobile has become the second car enterprise with "double qualifications" after BAIC new energy. In the same period, the Hangzhou factory was officially put into production. Besides, behind Changjiang Automobile is the Hong Kong listed company Wulong Electric Vehicle, and behind Wulong Electric Vehicle is the Hong Kong tycoon Li Ka-shing. Even so, Changjiang Automobile failed to escape the fate of bankruptcy.

After so many years, I guess you haven't seen a bus on the Yangtze River on the road. As can be seen from official website, Changjiang Automobile has only one pure electric SUV-easy cool in the field of passenger cars. It is reported that Yiku has not been delivered since it was released in April, 20 16 ... It is really enough to be alive now.

Combining the previous fallen Lindsay, Bojun and the current Changjiang Automobile, we can see:

1, early entry is not a reason to win, so latecomers still have a chance;

2, without excellent products, it is not good to have a gold master father;

3. Qualification and factory are not sufficient conditions for success, but excellent products are!

Brands without much strength are facing the possibility of falling behind at any time, and Changjiang Automobile will not be the last one. In short, the lessons of history have shown that as long as there is no excellent product, it will be eliminated by the market sooner or later!

■? The central army is still trying to catch up-who is the king and who is the coach has not yet been decided.

In addition to the "two worlds of ice and fire" at the beginning and end, the brands of the new power waist are still struggling, such as Weimar and Skycar. Everyone wants to live hard and enjoy the carnival that belongs to the winner.

Weimar automobile-the strong man on the edge of "Three Musketeers"

At present, in addition to the "Three Musketeers", the market performance of Weimar Automobile is also good.

In terms of products, Weimar Automobile mainly faces the compact SUV market. Weimar EX5-Z and Weimar EX6? Plus the main price range falls between10-200,000 yuan. Although the competition in this market is fierce, Weimar has achieved very good results. According to the latest official data, Weimar Automobile sold 3,003 vehicles in June 5438+ 10, a year-on-year increase of 46.1%; During the period of 1- 10 this year, the cumulative sales volume of Weimar vehicles was 16889. It can be seen that Weimar automobile still has certain strength. Secondly, MAVEN, Weimar's first car, is expected to achieve mass production in 20021year, and the launch of new models will definitely help Weimar to a new level.

In terms of funds, Weimar officially announced the completion of the D round of financing in September this year, with a scale of 654.38 billion yuan. It is reported that this is the largest single round of financing in the history of the new forces to build cars. At the same time, on September 30th, Weimar and CITIC Securities signed a listing counseling agreement, which will be listed in science and technology innovation board. Taking advantage of the recent spring breeze of the concept of new energy vehicles in China, Weimar automobile should still be favored by capital.

Speaking of which, Bang Lao suddenly thought of the recent recall of Weimar cars. Although Weimar's practice of throwing the pot directly to the supplier is rude, compared with some car companies that do not directly face the problem, Weimar's recall is a responsible practice. As long as we have this attitude of "correcting mistakes when we know them", we will certainly be able to move in the direction of progress.

Skycar-gorgeous turn, and then seek rebirth

It is estimated that many people are not familiar with Skycar. I don't know if you have noticed the news on June 5438+ 10 that "Skycar recently completed a new round of financing of more than 5 billion yuan". It is reported that the financing is led by the local government industrial guidance fund and large state-owned banks, with 5 billion yuan, which is not a small sum!

Skycar was actually founded on 20 15, formerly known as Zhejiang Dianka Automobile Technology Co., Ltd. ... At that time, the electric coffee was positioned at the low end, and there was no storm. Then in 20 18, I turned around and launched the skyline brand. In this way, the electric coffee has become the current skyline car!

In terms of products, Skycar got up early and caught a late episode! On September 19 this year, Sky ME7, the first product of Sky Auto, was officially launched. Perhaps there are not many amazing places in Sky ME7, but according to Mr. Bang, one of the great advantages of Sky Auto is that it has experienced failures, and such experiences and lessons will be its greatest wealth.

At that time, the electric coffee came back to life and became a flying car. We have always insisted on independent research and development in the fields of Sandian, intelligent driving and intelligent network connection. SkyMe7 has only been launched for two years, so there are still two brushes. Secondly, there are only a handful of new forces that can still find more than 5 billion financing, but Skyline has done it. Generally speaking, the opportunities left for Skycar still exist.

China Express-a latecomer to running.

As a junior among the new forces to build cars, Chinese Express began to enter the market when others started to sell cars (Chinese Express was founded on 20 17).

However, the late arrival did not affect the speed at which Chinese Express launched its new car. At this year's Beijing auto show, the appearance of high-tech HiPhi? X really earned enough eyeballs. ? The appearance, interior, performance and configuration of the new car are very interesting. 0- 100 km/h acceleration takes only 3.9 seconds, and the cruising range can reach 6 10 km. It is equipped with a dual-redundancy L3 conditional autopilot system ... absolutely good everywhere. Of course, its price is not low, starting from 680 thousand yuan!

Recently, there has been a high-tech HiPhi? X the news that the first batch of trial cars rolled off the assembly line. 10 year 10 30, the new car successfully started its own production line without driving, which is the first time in the history of the whole automobile industry. This latecomer who ran into the goal surprised everyone and subverted one industry after another.

Of course, in addition to the above, Nezha, Zero Run, Evergrande Automobile and other brands also have certain promotion opportunities. Nezha Automobile recently launched the third new car, Nezha V, and plunged into the small electric SUV market; The self-developed chip "Lingxin 0 1" released by Zero Run Automobile is to lead other brands in this respect. Not to mention Evergrande, along the way, "buy in and buy in", waving a gold dollar stick to clear all obstacles. ......

In a word, all living new forces are striving to build their own country and avoid being driven out of the market like Lindsay, Bojun and Changjiang Automobile. But this is not an easy thing, the market competition is becoming more and more fierce!

■? Bangping branch

Generally speaking, the sales of The Three Musketeers in the past 10 month are really gratifying, but don't think that the revolution has not been successful when it comes to drinking the celebration wine, and comrades still need to work hard!

Looking back at the previous new energy vehicle market, it was mainly a contest between new forces and a few independent brands. Tesla is more lethal and has limited fire coverage. But in the future market, there will be more masters entering the game. Independent brands began to exert their strength, such as ZERO of Lectra? The concept is getting closer and closer; Major joint venture brands will also participate. The North-South Volkswagen will be a combination boxing in one hand, and the ID.4 will sell for less than 250,000 ... The elephant is likely to run lightly after turning around. Secondly, Tesla will gradually expand its product matrix to domestic models? Y, is there a model down there? 2. Domestic models with multiple price reductions? 3。 Think about it and be afraid!

In addition to the competition between peers, the national level has to take action. 165438+ 10. On 2 October, the General Office of the State Council officially issued the Development Plan of New Energy Automobile Industry (202 1-2035), which formally made it clear that it is necessary to give full play to the role of market mechanism, promote the survival of the fittest, and make the domestic new energy industry develop well and rapidly. As for the specific measures, friends can imagine for themselves that everyone will be overwhelmed in terms of land and bank loans!

The new forces in the middle of the team still have to speed up the pace of progress. There are strong enemies before, chasing after, and a slight negligence may be eliminated by the market. Of course, whoever wants to survive must rely on powerful products to speak!

Perhaps, the confrontation between the masters has not yet begun, and the new energy track is about to enter a more intense and cruel stage. The new forces are in adversity and under siege, so it is not so easy to survive. But water under the bridge!

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