This week, the new powers are generally restless, especially Wei Xiaoli, who contributed the most topics to the auto industry.
Due to the similar establishment time, the market performance at the beginning of the establishment of the three car companies is similar, and the founding world all have an Internet background, so they are often discussed together.
In the blink of an eye, these three enterprises have been established for almost 10 years, and they have come to their own crossroads, and the road ahead does not look easy.
Let’s start with ideals.
This company was once thought to be the first of the three Wei Xiaoli to succeed in the robbery last year, delivering 376000 new cars in 2023, with a cumulative delivery of more than 600,000 by the end of 2023.
This delivery figure is still under the premise that the ideal selling product is located in the 30-400000 price range, and the performance is really gratifying compared with the other two competitors.
What’s more, ideal is not only the most delivered among the new forces, but also the first to make a profit.
As long as this momentum can be maintained, the ideal will gain a firm foothold in the car circle.
But just as the development of anything can not be linear, the development of the ideal enterprise can not be linear, just when everyone thinks that the ideal future will become more and more popular, the market must throw cold water on it.
Since January this year, the ideal trouble has not stopped.
First, MEGA is not as expected, ideal to reduce the annual sales forecast, and then by U. S. stock investors class action, layoffs caused an uproar.
And all this is reflected in the financial report, that is, increasing income without increasing profits.
This week, the ideal first-quarter results will be released.
According to the financial report, the ideal new car delivery in the first quarter was 80400, up 52.
9% from the same period last year.
revenue was 25.
6 billion, up 36.
3% from the same period last year, but the ideal profit was declining.
In the first quarter, the ideal operating profit changed from profit to loss, which was-580 million, a drop of more than 200% compared with 410 million in the same period last year, indicating that more cars were sold, but the ideal profit was less.
relying on 1.
069 billion interest income and investment income, it offset the loss at the operating level and finally made a net profit of 590 million, down 36.
7% from the same period last year.
The ideal free cash flow also changed from positive to negative, to-5.
1 billion, down 176 per cent from a year earlier.
To some extent, the ideal financial report confirms the usefulness of a price war, but not everyone can afford a price war, even if there is a good way to make money.
Xiaopeng also announced its financial results this week.
Contrary to the decline of most indicators of the ideal financial report, many of Xiaopeng’s indicators are growing.
In the first quarter of this year, Xiaopeng delivered 21800 cars, an increase of 19.
7% over the same period last year, and revenue of 6.
55 billion, up 62.
3% from the same period last year.
Of course, for Xiaopeng, who has not yet made a profit, the outside world is more concerned about its gross profit margin.
In this regard, Xiaopeng did not disappoint.
Xiaopeng’s gross profit margin on car sales in the first quarter was 5.
5%, which was negative in the same period last year and 4.
1% in the fourth quarter of last year.
This shows that Xiaopeng’s anti-corruption in the supply chain last year still played a role.
However, the biggest focus of Xiaopeng’s first-quarter financial report is not on the above indicators, but on the overall gross profit margin.
Under the premise that the gross profit margin of car sales is only 5.
5%, Xiaopeng’s overall gross profit margin has actually risen to 12.
9%, compared with 1.
7% in the same period last year and 6.
2% in the fourth quarter of last year.
Hey, how do you do that? At this point, we have to talk about the man behind Xiaopeng-Volkswagen.
Last year, Volkswagen and Xiaopeng reached a cooperation on platform and software technology.
As a result, Xiaopeng was able to charge Volkswagen a “quarterly fee” in addition to making money by selling cars.
Xiaopeng earned nearly 1 billion yuan in auto services and other services in the first quarter, an increase of nearly 100 percent over the same period last year.
This income brought Xiaopeng’s overall gross profit margin to 12.
9%, and Xiaopeng’s share price jumped by more than 25% at one point.
And it is said that there will be more software revenue from Volkswagen Group in the future.
Ordinary people who are keen on stock speculation may consider Xiaopeng.
But then again, although the ideal is mainly declining, other people’s market share and sales are still there after all.
although Xiaopeng is growing on the whole, it is mostly because Xiaopeng’s financial report in the same period last year is really indescribable.
Look at Xiaopeng’s recent sales structure, Xiaopeng G6, G9 these two SUV sales from 200000, unexpectedly not compared to Xiaopeng X9 this 300000 class MPV, this sales structure can not be said to be unhealthy, at least worthy of he Xiaopeng vigilance.
After all, Xiaopeng is still a car company, and its main business is still selling cars, not selling software.
Finally, let’s take a look at Wei Lai.
Since the beginning of this year, this guy has announced that he is going to build a long-life battery, lobbied a bunch of competitors to join his own power exchange alliance, and released the sub-brand Lodao.
So it doesn’t seem to blame it for not issuing a financial report so far.
Let’s get back to the point.
Wei hasn’t done anything big this week.
What’s more worth mentioning is its founder Li Bin.
A few days ago, Li Bin and Qin Lihong drove from Frankfurt to Amsterdam, the Netherlands, with a live broadcast.
A total of nearly 10 hours of journey, people can not help but respect Li Bin, a 50-year-old middle-aged entrepreneur, but also can not help but sigh that the recent car circle leader is really hard enough for the flow.
But it must be mentioned that after all, Li Bin is still a sober boss, who broadcasts and uses traffic, but does not blindly believe in traffic, at least in terms of his words.
“Traffic is a very interesting thing, and the superposition effect is very obvious.
Live broadcast allows more people, who have never come into contact with Weilai users, to understand a real Weilai, which is what we should do.
But it’s definitely not addictive.
Everyone is tired if they are addicted to it.
This is not good, and it’s quite exhausting.
‘” Qin Lihong’s words are even more correct: “cars should return to products, technology and services in the final analysis.
” Car bosses who are caught up in traffic anxiety, as well as bosses who think they have grasped the traffic password, listen to Qin Lihong, whether he means it from the bottom of his heart or not, and think about Li Xiang, who used to play with traffic.
By the way, think about why Ren Zhengfei is so wary of bundling Huawei with patriotism, and he should be able to understand where to focus his work in the future.
Don’t play with traffic.
Instead, it will be played by traffic.
When it comes to traffic we have to mention Lei Jun.
The founder of the newest new power, this week, topped the list of “singer” rockers.
His personal response is to let the majority of netizens “stop joking” and “concentrate on getting the car done”.
I can only say that I hope Lei Jun can do what he says.
After all, too many people complain about the average quality of Xiaomi’s home appliances.
Now that they are in the car circle, don’t appoint them again.
We can achieve the lowest price by reducing the quality, not to mention that except for the top-end version of Xiaomi SU7, other versions are not cheap.
, As for Zhou Hongyi, another traffic leader at the Beijing Auto Show, the Nezha Automobile he invested in this week also caused some trouble.
First, it was revealed that Zhang Yong would personally go to the field to focus on R & D, and then he signed a 10-year comprehensive strategic cooperation agreement with King Ning.
, that is, I don’t know when the IPO will be smooth.
There is also a new overseas force, Tesla.
The layoffs have not subsided yet.
The recording of the regional director’s fierce lectures on the shop chief has been exposed again.
It seems that Tesla is in greater trouble than we thought.
I just don’t know whether Tesla’s troubles are mainly caused by its delay in product iteration or by overestimating the growth prospects of pure electricity.
Personal hope is that the former is the main reason.
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