The more and more losing Weilai, the new forces that are becoming more and more difficult to submit ...

If you ask, who is the first echelon of the new forces of the car, the high probability that everyone thinks first is the "Wei Xiaoli" with the first advantage.

Because of the first advantage, Wei Xiaoli became a nail household in the awareness of Volkswagen's new forces.

In addition to being built on the first -mover advantage, such a cognition is that new forces of car manufacturing always like to hold sales.

Especially in the past few years, the new forces will make public sales at the beginning of each month.

But in fact, since this year, Wei Xiaoli has been continuously overtaked in terms of sales, and signs of falling behind are becoming more and more obvious.

From the perspective of sales data, in July, in addition to Xiaopeng's top three in the top three, the three -digit decline in sales;

In August, in addition to the year -on -year year -on -year sales of Weilai and the first three -month -old growth, the sales of Xiaopeng and the ideal car were still double -digit.

If this data is enlarged to the entire new energy industry, from January to July this year, except Xiaopeng entered the top 10 sales list.

Among them, Weilai ranked 13, with a total sales of only 60,878 vehicles.

According to Weilai's previous KPI, the overall sales of 2022 reached 150,000 to 200,000 vehicles.

Today, two -thirds have passed one year. Weilai's cumulative sales are 7,1556 units, which is not half the target. According to the lowest standard of its target 150,000 units, can Weilai sell 80,000 vehicles in three months? Intersection

Let's answer it with Weilai Li Bin's own scene!

Of course, as a track with a very large price difference between cars, it is difficult for us to use sales to assert whether a company is the first echelon. After all, the ability to make money is the king.

For example, like Wuling Hongguang and Nezha cars rely on cost -effective running, the sales volume is available, but the ability to make money may not be stronger than other brands.

But it will come back again, and this breaking ship will be opened first. This can not only be complained that the people of the melon are still the heroes.

But Xiao Chai has to say that with the gradual increase of the penetration rate of new energy vehicles, consumer groups have gradually become popular from the beginning.

In terms of product terminals, it will also become more and more diversified. Looking at the strength of a car company, it is no longer applicable to the sales volume. Those sales lists once in January, even once a week, should also converge.

So what about the overall strength of Weilai, who has lost the sales volume, except for sales? Yesterday, Weilai released the second quarter financial report, which hidden a more three -dimensional and real Weilai.

The financial report shows that in the second quarter of 2022, Weilai achieved revenue of 10.29 billion yuan, an increase of 21.8%year -on -year. This is also the first brand in the new automotive -making forces to achieve a single quarter revenue of 10 billion yuan. Such achievements are really rare.

However, another key indicator, that is, in terms of profit, Q2 losses in a single quarter of a single quarter of 27.575 billion yuan, an increase of 369.6%year -on -year, and the net loss attributable to Weilai ordinary shareholders was 2.186 billion yuan, which was 551.1%from the same period last year. Essence

It is worth noting that in 2021, Weilaita's loss was 4.0169 billion yuan, which also meant that Weilai's losses in the past quarter exceeded half of last year.

Behind revenue growth, the main reason is that the price of product sales rises. According to financial report data, Weilai car sales in the second quarter increased by 3.5% to 9.57 billion yuan in the first quarter.

Weilai explained in the financial report that it was mainly because the average price of vehicles rose and drove income; secondly, financial services and used car business also increased to varying degrees of growth in the previous quarter.

Losses are many aspects. On the one hand, Weilai's R & D expenses in the second quarter were 2.1495 billion yuan, an increase of 22.0%month -on -month;

On the other hand, Weilai's sales costs further increased, and the sales cost in the second quarter reached 8.952 billion yuan. From the perspective of the growth rate, it increased by 5.8%month -on -month, exceeding the growth of revenue, which was a very unfavorable signal.

Among them, in the second quarter, Weilai's investment in sales, general and administrative expenses increased by 2.283 billion yuan, an increase of 13.3%month -on -month.

This has further led to the continuous decrease in Weilai gross profit margin. According to the financial report data, in the second quarter, Weilai's gross profit margin was 13.0%, 14.6%in the previous quarter, and 18.6%in the second quarter of 2021;

In the second quarter, the gross profit margin of the vehicle was 16.7%, and the previous quarter was 18.1%, and the second quarter of 2021 was 20.3%. The overall gross profit margin and the gross margin of the vehicle were declining continuously.

In comparison, the gross profit margin of ideal in the second quarter of 2022 was 21.5%, while Tesla's vehicle gross profit margin was about 30%.

We can calculate the account from another angle. According to Weilai's car sales, revenue and losses in the second quarter, it can be simply calculated. Weilai bicycle income exceeds 380,000 yuan, but the bicycle loses 110,000 yuan, which is selling one, which is 110,000 yuan. Essence

In addition, according to media reports, in the first seven months of this year, Weilai's share in more than 300,000 high -end pure electricity markets has fallen from 39.48%last year to 26.07%, a decrease of almost 13 percentage points.

Once the high -end market is lost, it is not dangerous for Weilai, which has always positioned high -end.

In fact, Weilai's current situation is also common in the new forces of most car building, but the situation of Weilai is more severe.

This includes revenue growth, losses, decreased gross profit margins. It is difficult for everyone to get rid of this strange circle of income. Taking the ideal as an example, Q2 ideal car achieved revenue of 8.73 billion yuan, an increase of 73.3%year -on -year, and a net loss of 641 million yuan, an increase of 172.2%year -on -year. This is also the worst transcript since its listing.

From the perspective of sales, revenue and losses, the average loss of bicycles of the ideal car has exceeded 23,000 yuan, which is better than Weilai, but it is difficult to break the predicament of selling losses and one car.

Similarly, Xiaopeng's total revenue in the first half of this year reached 14.891 billion yuan, an increase of 121.85%year-on-year, but its net loss reached 4.402 billion yuan, an increase of 122.18%year-on-year, and the net profit margin was only -29.56%.

Of course, from a macro level, with the gradual intensification of the new energy market competition, the cost of new forces can only increase in the future in terms of research and development, or sales, and will be long -term.

This will also further break the myth of the high gross profit of new energy vehicles. More importantly, more than 200 billion losses in a single quarter are still the primary problem of Weilai.

Especially in the face of the acceleration of the new energy layout of traditional car companies, the new forces are selling the network, especially the offline terminals to be invested in heavy money, and traditional car companies are reuse of existing resources.

In other words, there are more and more places where new forces spend money, and in terms of making money, competitive pressure will be greater.

Faced with the sluggish car sales market, more and more people grabbing soup, and the answers of new forces are getting worse and worse. There is a problem with sustainability.

There is also a more critical point that the new forces of the first echelon of Wei Xiaoli have seized the first -mover advantage in the past few years. The concept of some flowers and whistle has enough freshness for consumers. Buy for these freshness.

However, with the gradual maturity of the market, the concepts of the past, such as automatic assisted driving, rolled over one after another, the more low cost of driving trams, and those intelligent concepts that were at first feel tall. Let new energy began to return to the essence of the car.

In other words, the slogans such as driving for breakfast, no opponent within 5 million, the highest value in the world ... and so on, will gradually fail in subsequent publicity.

That is to say, consumers are getting worse and flicker, and new forces have to prepare how to take the move ...

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