The delivery volume of the new car-making power is increasing. Why are so many people not buying it?

　　Yangcheng Evening News financial commentator Qi Yaoqi

　　On February 1, NIO, Xiaopeng, Lili, and Nezha, four new car manufacturers, handed over the transcripts of their deliveries in January this year.

Among them, Xiaopeng delivered 12,900 units, and Ideal delivered 12,300 units of Ideal ONE, a year-on-year increase of 128.10%.

In terms of cumulative deliveries, as of the end of January this year, NIO had delivered about 176,700 smart electric vehicles in history, Xpeng Motors had delivered over 150,000 vehicles, and Ideal ONE had delivered about 136,000 vehicles.

But this achievement can only be said to be making progress compared with our own company.

　　For a long time, the domestic auto industry has unconsciously formed a "prejudice": new energy is about equal to new forces.

Because behind the new forces seems to represent the victory of Internet car manufacturing, the opening of a new world, the trend of a new generation, and a sample of new gameplay and new life.

However, just staring at the focus and shouting of the new forces is very narrow.

Because almost all large car companies in China are making new energy vehicles, you are a new force, I am a strong force, you say to lead young people, I say that I lead all people, who can go better?

　　BYD's new energy vehicle sales last year were close to 600,000 units. In January this year, new energy passenger vehicles sold 92,926 units, a year-on-year increase of 367.60%. One of the flagship models, the Han, sold 12,780 units in January.

As for Tesla, an international celebrity, the Shanghai Gigafactory took the lead in hitting the annual delivery gate of 500,000 vehicles with an annual delivery of 484,130 vehicles last year, a year-on-year increase of 235%.

The cumulative sales of new energy vehicles of SAIC Group reached 732,600 units, a year-on-year increase of 128.93%.

Even GAC New Energy, which has few models, sold more than 140,000 passenger vehicles last year, a year-on-year increase of 86.30%.

　　Is it because the new forces cannot see the existence of traditional car companies, or is the logic of public relations communication of the new forces always like this?

　　From the perspective of the great future of the development of new energy vehicles, the current major car companies, whether foreign-owned, state-owned or private, have only run a distance of 100 meters on the 1000-meter race.

In recent years, consumers have gained short-term happiness and excitement from the experience of the new forces, and the new forces favor customers more than traditional car companies.

However, there is no obstacle for traditional car companies to learn from the new forces - as long as the company's equity incentive mechanism and R&D investment mechanism can provide real support.

Over time, new shuffles and rankings will continue to emerge.

　　In addition to bringing a dazzling experience, new energy vehicles have to achieve real breakthroughs in battery life, charging, stability and safety in the final analysis.

These are also the ultimate reasons for consumers to decide whether to buy a gasoline car or an electric car.

Compared with traditional car companies, new forces must not only continue to work hard on product strength, but also form an advantage in brand power.

It is precisely the latter that cannot be formed quickly by capital games.

It has been more than ten years since Tesla launched electric cars. How many years have there been new domestic forces?

Every new domestic force takes Tesla as an example and believes that capital investment can completely win and surpass traditional car companies.

However, how many car companies can understand and master Elon Musk's technical logic and long-term layout?

　　Last year, my country sold 26.275 million vehicles, of which about 3.52 million were new energy vehicles.

This 13% ratio is surprising, and will even complete the 20% target for 2025 ahead of schedule.

However, it also has a great relationship with the restrictions on purchases and shootings in various places, and the choice of new energy vehicles for families to upgrade their consumption and buy a second car.

Can the young new auto forces go out of their own circles and see why so many people buy gasoline vehicles and new energy vehicles from traditional companies, maybe they can get more inspiration for moving forward.