Weilai, Ideal and Xiaopeng, the new Chinese car manufacturers listed in Hong Kong, have just disclosed their 2021 annual financial reports, which also means that "Wei Xiaoli" has handed over a transcript. A strong growth driver for energy vehicles.
Who will become "Huawei" and "Xiaomi" in the Chinese auto market in the future, some clues can also be seen from the 2021 financial report.
It will be the biggest challenge and the most important opportunity for “Wei Xiaoli” to catch up with Tesla in 2022.
If "Weixiaoli" is regarded as the first echelon of the new car-making forces, the annual sales of each company will be close to 100,000 vehicles in 2021, and the three major brands will add up to 280,000 vehicles, which is the same as Tesla. The gap between the two companies is also narrowing, and companies such as Nezha and Leapao, which are waiting for IPO, are in the second echelon, and they are also making continuous efforts in sales, taking "Weixiaoli" as the goal of surpassing.
Founded in 2014, NIO is the big brother of China's new car-making force. Not only is it the first to build and launch cars, but its revenue has always been far ahead. In 2021, NIO's revenue will rank first with 36.136 billion yuan; ideal Auto ranked second with a revenue of 27.01 billion yuan, and Xiaopeng Motors ranked third with a revenue of 20.988 billion yuan.
In terms of new car deliveries, NIO has been the leader for a long time in the past. In the end, Xiaopeng's deliveries ranked first with a growth rate of 259% and 98,155 units.
If "Wei Xiaoli" wants to run out of the new energy vehicle market, he must increase investment in research and development, otherwise he will lose the qualification to compete with Tesla.
As Li Bin, the founder of Weilai, said that he hopes that Weilai can achieve profitability in 2024, that is, it will only aim to be profitable after two years, and it is still in the "burning money" stage.
From the perspective of sales in 2021, it is only a single brand. The annual sales volume of "Weixiaoli" is nearly 100,000 units, and the annual growth rate is ahead of Tesla, but in terms of absolute sales, it is far from Tesla's in the Chinese market. The sales result is 320,000 units, and there is still a huge gap.
Not to mention Tesla's global sales of more than 900,000 units in 2021, which is both a realistic challenge and a goal that must be pursued for "Wei Xiaoli" who has already deployed in overseas markets.
Considering that Tesla’s Berlin plant has been put into operation smoothly, and its Shanghai plant’s production capacity will gradually be tilted toward the Chinese market, then how “Wei Xiaoli” catches up with the behemoth Tesla is still the biggest challenge in 2022.
Li Bin, the founder of Weilai, said that it will take two years to make a profit target, and it is still in the "burning money" stage.
For details, please read the 311th issue of "Hong Kong 01" Electronic Weekly (April 4, 2022) "
Wei Xiaoli" Financial Report Competition: Xiaopeng's sales volume is the top ideal and close to
profitability
.
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