On September 5, Beijing time, Wei Lai, who had been silent for a long time, came to the Ministry of Justice for another “heavy blow.
” , released the article “the person involved in creating malicious rumors was arrested by the police”: “Today, Weilai received a reply from the police that the party suspected of creating and publishing related rumors had been arrested.
Weilai expressed his heartfelt thanks to the police for their cooperation, rapid response and efficient law enforcement.
Next, Weilai will continue to cooperate with the police and relevant departments to dig deep into the organizers behind the rumors.
” From this, we briefly review the cause and process of the whole incident.
On August 30, Beijing time, the false information of “Weilai declared bankruptcy” suddenly appeared on the Internet, and then it was spread maliciously.
A day later, the Weilai legal Department issued a statement on malicious rumors, emphasizing: “the news is not true and has been suspected of breaking the law seriously.
” Immediately, the new force chose to call the police and announced that it would take other legal measures to investigate the lawbreakers who planned, manufactured and spread the rumor.
In the end, after continuous follow-up and efforts by all parties, the result can be said to be “very happy”.
The reason for throwing out the above episode at the beginning is to confirm a point of view from the side: “in the ten years since the establishment of the brand, the doubts, misunderstandings and even malice of Weilai have been maintained at a slightly exaggerated high point.
” Although this new power does have some shortcomings and troughs, it is far from being targeted.
After all, in terms of transcripts, it has found its own position in China’s high-end market.
How many independent brands have done it before? ” It is precisely against this background that every time we talk about Wei, we hope to be more rational and objective.
As everyone knows, also yesterday, this new power car-building officially announced its second-quarter results.
On the whole, it shows a lot of positive signals.
First of all, delivery reached an all-time high of 57373 vehicles, successfully exceeding the relevant guidelines in the first-quarter earnings report.
It is precisely because of the gradual recovery in sales that its car sales revenue doubled to 15.
68 billion yuan, an increase of 118.
2% over the same period last year.
At the same time, in another dimension of considerable concern to the outside world, thanks to cost optimization, especially renewing procurement contracts with suppliers, the gross profit margin of the whole vehicle rose to 12.
2% in the second quarter, an increase of 6 percentage points from the same period last year and 3 percentage points from the previous quarter.
And in terms of R & D investment, Weilai still maintained a state of determination, reaching 3.
218 billion yuan, an increase of 12.
4% over the previous month.
As for cash and cash equivalents, restricted cash, short-term investments and long-term term deposits, the new power still has 41.
6 billion yuan on its car-building account.
It must be admitted that it is not as abundant as imagined, but it is not so shabby.
By contrast, Weilai has shown good confidence in the ongoing third-quarter delivery and revenue guidance, combined with the current good momentum.
The two figures are 61000 to 63000 and 19.
11 billion to 19.
67 billion respectively.
If it can hit the line smoothly, this new power’s car building will undoubtedly hit an all-time high again.
Of course, what cannot be ignored is that the net loss still amounts to 5.
046 billion yuan.
Even if Weilai’s new car sells better and better, it has not ushered in the long-awaited “inflection point”, and there is still a long way to go to turn losses into profits.
However, it is slightly lucky to be able to narrow 16.
7% compared with the same period last year, which also reflects the improvement in the efficiency of the system made by this new power.
After chatting about the “basic offer” of the second-quarter results, Li Bin’s appearance on the stage in the conference call was more interesting.
As for the most important theme, it refers to Ledao L60, which is officially listed on September 19, Beijing time.
It is believed that many readers have understood how important this medium-sized pure electric SUV, which has entered the mainstream market, is to come.
It is no exaggeration to say that as long as it can completely incarnate into the “popular style”, the many difficulties and challenges facing this new power in building cars will quickly find ways to solve them.
On the other hand, if it is not as expected, then Weilai is bound to encounter more trouble.
Starting from September, there will be some deliveries of the Ledao L60, but the volume will not be particularly large.
This year’s delivery volume will mainly occur in the fourth quarter, with a total delivery target of 20,000 vehicles in the fourth quarter and 10,000 vehicles per month in December.
I hope the gross profit margin of the Ledao L60 can reach 15%.
” In terms of production capacity, we do prepare for the full range of products for 25-26 years.
We have two factories, F2 has already started double-shift production, and the two factories will reach double-shift production capacity from the end of September to October.
Meanwhile, Weilai is already building a third plant, which will be officially put into production in September next year.
In other words, by the third quarter of next year, we will have at least three factories to meet our long-term production needs.
” Li Bin’s two statements full of information density have actually shown the planning rhythm of Ledao L60 to some extent.
But in my heart, I always feel that the preparation of this product in the manufacturing side, we have to work harder.
After all, no one wants to see the tragedy of ET5 happen again.
Moreover, combined with the latest rumors, the new version of Tesla Model Y, the biggest competitor of Ledao L60, will most likely enter the market in the first quarter of next year.
In other words, from September to December this year, it belongs to the “window” in which the former accumulates potential energy and widens the gap.
Ledao L60, we must seize this hard-won opportunity to harvest as many terminal lurks as possible.
In the second quarter earnings call, Li Bin also talked about his various plans, expectations and forecasts.
In the future, the Weilai brand, that is, NIO, will mainly target the market of more than 300000 yuan, with a long-term goal of selling 40, 000 vehicles a month and achieving a gross profit margin of 25%.
” We will eventually have three brands covering a range of 140000-800000 and a target range of 10-700000 in the words of BaaS, which is broader than that of our competitors.
” In about two years, the penetration rate of China’s NEV market will exceed 80%.
I am very sure that the speed of replacing traditional fuel cars will be far beyond imagination.
” Obviously ambition determination and confidence have all been demonstrated in a more all-round way.
At this point, the article is drawing to a close, and the last thing I would like to mention is that by the close of US stocks on September 5, US Eastern time, the share price of Weilai had risen 14.
39%, and the total market capitalization was back above the $10 billion mark.
The feedback given by the capital markets to its second-quarter results is still positive.
In short, after reading this report card, it is said that this new power is going to build a car.
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