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In September, Weilai finally has no "crotch pulling"

Publish Date: 2022.10.05

As the title of the article said, with the official release of the terminal report card in September, this time Weilai finally did not "pull the leg". As the best argument, it delivered 10878 new cars and 31607 new cars in the third quarter of 2022, a year-on-year growth of 29.3%, a record high.

9月的蔚来,终于没有“拉胯”

From January to September 2022, 82434 new cars were delivered, with a year-on-year growth of 24.2%. Since the establishment of the brand, Weilai has delivered 249504 new cars in total. For specific models in September, 1895 ES7, 2928 ET7 and 221 ET5 were delivered from NT2 platform. In contrast, 5853 ES8, ES6 and EC6 vehicles were delivered from NT1 platform.

To be fair, after seeing the above performance, the biggest feeling in my heart is: "Weilai is really very stable in the high-end luxury market where it is located. The capacity of three new cars on the NT2 platform has steadily climbed, and the three new cars on the NT1 platform can still play."

More importantly, on September 30, Beijing time, as its recognized "sales responsibility" in the future, ET5 has been delivered nationwide.

From the perspective of product strength, ET5 represents the strongest technical reserve of Weilai at present, no matter electronic and electrical architecture, intelligent reserve, or vehicle design. In addition, it has also made corresponding reinforcement in terms of workmanship details, interior materials and ride comfort that are relatively missing in Model 3.

Furthermore, ET5 owners can also enjoy the increasingly sound energy supplement system, service system and user care system. Combined with its lowest selling price of 258000 yuan after using BaaS electric separation, its comprehensive competitiveness can be said to be maintained at a very considerable level.

It is precisely because of his full confidence that Qin Lihong said confidently at the Chengdu Auto Show, which has ended, "I would like to advise friends who are considering high-end fuel medium cars to come and have a good look at ET5, which may refresh your understanding of what equipment a medium fuel car at this price can carry." Later, he invited everyone to witness: "The sales volume of ET5 is bound to surpass that of BMW 3 Series within one year."

However, what is still worrying about ET5 is its capacity, and whether it can guarantee sufficient power. As a reference, according to the relevant retail data released by the Passenger Car Association, the BMW 3 Series sold 170249 cars in China in 2021, averaging 14187 cars per month. From January to August this year, although there was a certain year-on-year decline, 106508 vehicles were sold, averaging 13314 vehicles per month.

Obviously, it is still very difficult for ET5 to truly surpass its sales volume, and it will also put forward a very severe test on the pressure resistance and stability of Weilai's supply chain. In this sector, combined with past experience, there are undoubtedly defects and weaknesses in this new force. Somehow, they are always criticized by the outside world because of various force majeure deviations.

Just because of this, it is increasingly expected that the ET5, the first off the line new car of the second factory of Weilai, can complete the whole manufacturing process with a more leisurely attitude, change the above situation, break all doubts, rather than continue to struggle

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