New car maker orders more delivery slow new brand is difficult to eat

When everyone said that they were PPT makers, some new car makers used products to crack the query. However, new doubts came again. With the "model" of Tesla model 3 delivery time being delayed, some domestic new-build car companies were also trapped in the shortage of R&D, capital, and production conditions, despite nearly half a year. In the coming days, Weilai and Weimar have successively announced the listing of new cars and opened their bookings. Can these new car companies deliver cars on time?

New car delivery time continuously "jumps"

With the "jumping" of the time of delivery, new car companies are constantly killing the patience of prospective car owners.

For example, model 3, which is known as the “cheapest Tesla,” was mass-produced in February 2017, and only 1,550 vehicles were delivered globally in the past year. The reporter recently landed on Tesla's official website, and model 3 is in the “sales” mode, but the delivery time has been postponed from early 2018 to 2019. All media reporters consulted Tesla on the official reply that the current model 3 orders still remain in one year. The reporter's investigation found that, first of all, do not envy the "hot" orders of model 3. Behind the continuous selling of two electric vehicles, Tesla was deeply trapped in the plight of being unable to deliver the car due to the limited production line.

Similar cases took place in domestic new car companies. After the listing of the ES8, Weilai official APP and its executives repeatedly stated that the ES8 founding version will be delivered from March 2018, and the caliber will be unified into April.

During the Beijing Auto Show this year, the reporter visited the first Weilai Center in Beijing. The on-site staff responded that: “Shanghai users should get the car first, probably around the end of April, a few days ago; Beijing's first scheduled customers 5 The car can also be obtained in the month. The first mentioned is the founding version of the ES8.” In the blink of an eye, May is almost half of May, and the ES8 is still “invisible”.

In response, an affiliate of Guangzhou, who paid a "small set" (5,000 yuan in intention) in January this year, was interviewed by reporters and expressed concern about when he could mention his car, he said at a rider forum. Today, many booked customers come together and express their concerns about the time of delivery.

The reporter noticed that because of the long wait, there were some users who expressed concern about the quality of the car after delivery. “After all, it is a mouse. We hope that Weilai can do the first batch of products better.”

New car companies enter the "window period"

According to incomplete statistics by the media, the Xiaopeng car production version G3 promises to begin delivery to customers before the end of 2018; the first batch of 1000 vehicles of Beiteng will be listed and delivered in limited quantities in 2019; Weima EX5 promises delivery within the year. Most new car makers bring their products to market and deliver them before the end of 2019. This is consistent with the basic consensus of the auto industry: The window period of new automakers is from 2018 to 2019.

With the increase in the number of orders for users, new car manufacturers are increasingly anxious. Regarding the timing of the handed-in vehicles, Li Bin, the founder of Weilai, said in an interview with reporters: “We will strive to start delivery within May, batch deliveries to owners in June, and complete 10,000 by the end of September. The founding version of the car was delivered.” The reporter noticed that the customers who recently handed in “Dading” (an additional 40,000 yuan on the basis of “small-scale”) have just conducted a test drive. Li Bin stressed: "We have ample funding today and there is no problem in delivering vehicles." But he admitted that ES8 delivery time has indeed been delayed compared to "early radical internal planning." However, he promised that the promised delivery time to the user must be done, "We now each booking user, according to the color, number, scheduled time, the system has a very clear promise to reply." Recently Weilai also announced that signed with JAC The second vehicle OEM agreement. Li Bin himself admits that at present, Weilai is indeed facing many challenges, such as ensuring the consistency of production, improving product quality, the final status of some components still need to be confirmed, as well as the combination of software and hardware tests, which all take time. .

Financing and Production Pain: The Confrontation between Profit and Delivery is as Hard as Don Juan’s Western Bible

All-media reporters note that new car manufacturers have recently been reported as "Jiebao": Ranger Motors has received 5 billion yuan in round B financing, Chehe Home has announced that it has completed 3 billion yuan in round B financing, and Aichi has announced it has received a new round of cumulative financing 7 billion yuan, electric coffee car, etc. announced the construction of the factory. Beteng also announced that it had obtained B round of financing but did not disclose the amount, but FAW joined as a strategic investment shareholder.

In fact, “How much time can capital be burned? How long does it last?” This is a common cause for anxiety among new car makers. Even Xiaopeng’s chairman, He Xiaopeng, once sighed after completing the A+ round of financing: “Look at other people’s cars and think that 10 billion yuan is too exaggerated, and now you jump in to know that 20 billion are not enough.”

For consumers who want to buy a new brand of early adopters, in addition to the time for picking up the car, follow-up support services are also an important consideration. Yang Hao, president of Baowo Auto Group, told reporters that although he personally admires the new car companies, he is not optimistic. “A car company that simply produces pure electric vehicles is hard to profit. Nowadays, new car manufacturers, like Tang Xi’s Bible, will experience many hardships.” He pointed out that the current new car companies do not have traditional motivation and lack of core technologies. Everything is "taken" and then put together, this model does not see profitable prospects.

In fact, a senior executive of a traditional car company who did not wish to be named told reporters that the new car makers currently dare not “flatter” their plans to increase production capacity because of the current production capacity because the cost of each car is high. Basically, it is losing money to sell. The more you sell, the faster you burn the money and the faster the car prices die. In fact, the current profitability of traditional car companies is no longer on the sale of cars.

At present, the founders of many new car manufacturers are strongly aware that 2018-2019 is a critical period for development. Capital, products, users, and channels must be established. If the production and sales service network is not successfully established within two years, the It will be harder. Baiteng co-founder Dai Lei said that if they have not yet brought the product to market in 2019, then the future will be even more difficult to go. In view of these entrepreneurs: Within two years, whether or not products can be successfully delivered will be the decisive point for deciding whether companies can continue to obtain financing. After the products are sold out, they can generate cash flow and then gain a firm foothold to stay alive in the Chinese auto market. .

"Industry voice"

Cui Dongshu, secretary-general of the CLUCC National Committee, said that the new car companies are not as good as traditional car companies, existing production platforms, and no management technology. The launch of products is relatively slow, and delayed delivery will be the norm.

Jia Xinguang, chief analyst of China's auto industry, said that Weilai currently uses the “manufacturing model”, and it takes time to start with the foundry's Jianghuai company to run in and debug its own production line. Therefore, it is not surprising that production is problematic. He said that many car companies may not be able to get out of the car this year, and it is very likely that they will directly “down” a car company.