To The Moon

I think after the release of sales data in January this year, the competition between the new forces of car manufacturing is still fierce. Among them, only Ideal Automobile grew by 23.4%, and the rest of $NIO Inc.(NIO)$ NIO $XPeng Inc.(XPEV)$ Xiaopeng Automobile recorded a decline in sales. Among them, the decline of Xiaopeng Automobile did not stop. The main reason for this very general sales performance is that the price war of new energy vehicles is going on, and there will inevitably be a wave of price reductions in every car company, in order to win the source of customers. In addition, at that time, it faced difficulties such as COVID-19, rising prices of raw materials, lack of cores, high costs, and obstruction of logistics, and the costs controlled by each car company and the needs of customers were also different, resulting in different sales of each car company. Among them, the ideal car is the most popular, and there are many models to choose from. Among them, the Ideal L9 is a full-size model, which is mainly responsible for attacking the high-end market, with a price of between 400,000 and 500,000 yuan; the medium and large ideal L8 and L7 are in the price range of 300,000-400, while the most popular L 5 is between 200,000 and 300,000. Therefore, the ideal car has the highest sales. 

So how will the new forces of car manufacturing develop in the future? 

We can analyze it from the following points: 

1) The price of battery-grade lithium carbonate has been falling since December last year. Lithium carbonate is one of the main raw materials for new energy vehicle power batteries, which indirectly reduces the costs of various car companies and strengthens their profitability.

2) The successive price reductions of major car companies and the surge in orders after the price reduction of a well-known car brand may stimulate more new energy vehicle companies to enter the trench of price war.

3) The global new energy vehicle market is expected to maintain the growth trend. In the long run, the marketization stage of new energy vehicles has officially opened, ushering in new development opportunities. Among them, the power of science and technology will become an important engine for the transformation of the automobile industry. With the implementation of the "New Ten Articles", production and life have begun to return to normal. After enterprises resume work and production, it is a good for car companies. 

4) The addition of Wang Fengying, the new president of Xiaopeng Automobile, has helped Xiaopeng Automobile to improve the sales and R&D of Xiaopeng Automobile, and should achieve a great improvement in performance. It is expected to follow the distance between NIO and the sales of the ideal car.

5) In addition to the completion of the automobile subsidy policy within this year, Ideal Automobile will focus on the research and development of new products. On NIO, in addition to developing new products, there is also a main theme in the new year, that is, expansion. That is to say, while stepping up the improvement of production capacity and marching overseas, we continue to promote cross-border businesses such as mobile phones. Judging from the above points, NIO has its own different strategies and the whole new energy vehicle industry sees the dawn. And everyone competes with each other.

As the saying is, only when there is competition can progress be made. I believe that this year will be a relatively positive year for NIO's development.

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