On the first day of May, as usual, a number of new car-making forces announced their sales results.

It's just that compared to the usual fanfare, this time it's much more low-key.

　　Affected by the epidemic and the supply chain, none of the new car-making forces sold more than 10,000 cars in April.

Xpeng Motors, which is in better condition, delivered a total of 9,002 vehicles, down 42% month-on-month.

NIO delivered 5,074 vehicles, a decrease of 49.18% from the previous month; the most upset was that Li Auto delivered 4,167 vehicles in April, which is only equivalent to 1/3 of March sales.

　　Sales are directly fed back to stock price fluctuations.

On May 3, the Hong Kong stock market opened with a collective decline in the auto sector. As of the close, the leading Ideal Auto fell by more than 5%, Weilai Motors fell by more than 4%, and Xiaopeng Motors fell by 1.2%.

　　According to Shen Yanan, co-founder and president of Ideal Auto, more than 80% of Li Auto's parts suppliers are located in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu. Some suppliers are unable to supply, and some suppliers even Complete shutdowns and shutdowns have made it impossible to continue production after the existing parts inventory has been digested.

　　The production process of the automobile industry is complex, the supply chain is long, and it cannot be delivered without a single part.

In fact, not only the new car-making forces, but the entire auto industry ushered in the "darkest moment" in April this year.

　　According to the data of the Passenger Car Association, the retail sales of major domestic auto manufacturers fell by 32% and 39% year-on-year on the first and second Sunday respectively. Affected by production stagnation and terminal closures, the narrow-sense passenger car market declined significantly. The Passenger Car Association estimates Retail sales in April were 1.100 million units, down 32% from a year earlier.

　　Suffering from "lack of cores", "rising prices of raw materials", and shutdown of the epidemic, auto stocks have also become one of the "least resistant" categories in the stock market.

　　Not long ago, when the Shanghai index fell by more than 5% and fell below the 3,000-point mark, the automobile manufacturing sector fell by 8% as a whole, and many individual stocks fell by the limit, which made investors panic.

In addition to the new car-making forces, the stock price of traditional cars is also "falling and falling".

According to statistics, in the past six months, the share prices of more than 80 auto-related stocks have shrunk by more than 30%.

　　Take the A-share Great Wall Motors as an example. From October last year to the present, Great Wall Motors has dropped from the previous peak of 69.8 yuan to the current 24 yuan, a drop of 65%.

The market value evaporated by 436 billion yuan, and the actual controller Wei Jianjun, who holds 34.5% of the shares, lost 150 billion yuan of his shareholding net worth.

According to industry analysts, the poor performance of Great Wall Motors in the capital market is related to its in-depth layout in the new energy field.

In 2021, Great Wall Motor will sell 1.28 million vehicles, of which only 139,000 are new energy vehicles, accounting for less than 11%.

Since the beginning of this year, Great Wall's new energy brand ORA Motor has encountered the "chip door" and "stop sale door" one after another.

　　The auto market continues to decline, and auto stocks seem to have become a "nightmare" for investors. When will the auto industry recover?

　　Active rescue is the top priority.

On April 25th, an "Opinion on Further Unleashing Consumption Potential and Promoting Continued Recovery of Consumption" was released. As a bulk consumption item, automobiles are mentioned in many places in the "Opinion", and the most attractive point is this: the removal of restrictions Barriers to consumption.

Measures to promote car consumption such as "suburban indicators", "relaxation of qualification restrictions" and "shift to usage management" are being implemented.

In addition, a number of provinces, cities and regions have successively introduced measures to stimulate automobile consumption, which will also inject a stimulant into the market to a certain extent.

　　With the progress of resumption of work and production in various places, the short-term "haze" shrouded in Autobots is dissipating.

The auto industry, especially the booming new energy vehicle field, still has a bright future.

　　Our reporter Wang Jing and Wang Jingyi