In the first quarter, the ideal profit per car was 180,000, NIO lost 1530,000, Xiaopeng lost 1280 thousand.
Some time ago, Azure officially released the report for the first quarter of 2023, and seriously, the data is not pretty, with a total revenue of 106$7.6 billion, a year-on-year increase of 77% and a profit of -47$400 million.
One of the most worrisome was gross margin, which was 146% and 3. in the fourth quarter of 2022Compared to 9%, the gross profit margin actually dropped to 15%。
Meanwhile, 31,041 vehicles were delivered in the first quarter, an increase of 20 percent from the previous quarter5%, a decrease of 225%。
With the release of Dujuan's financial report, a new force in car manufacturing"Cuckoo Xiaoli"The three main forces were all unveiled.
From the statements of these three car-making forces, we can draw this conclusion: Du Juan and Xiaopeng are losing money, while Ideal is making money. In terms of profits and car sales, the cuckoo and Xpeng together did not defeat the ideal.
First of all, the data on the number of car deliveries, the ideal first quarter delivery volume is 52,584 vehicles, while NIO is 31,041 units, Xpeng is 18,230 units, and NIO and Xpeng combined are 49,271 units, which is not as much as the ideal 52,584 units.
Looking at the income again, the ideal revenue in the first quarter is 187900 million yuan, and the revenue of the cuckoo in the first quarter was 1077.6 billion yuan, Xiaopeng's revenue is 40300 million yuan, Du Juan and Xiaopeng combined are only 14.8 billion yuan, which is about 4 billion lower than the ideal first quarter.
In terms of profit, the ideal net profit in the first quarter was 9300 million yuan, NIO lost 47400 million yuan, Dapeng lost 23400 million yuan, with a total loss of 70 million yuan for Weilai and Dapeng800 million yuan.
You can also compare gross margins, which ideally can reach 20% compared to 15%, Xpeng is 17%, the gap is so stark.
Deliveries. Financial data.
Comparing car deliveries and profits, we can come up with a number: the ideal earns 1. per car$80,000;NIO lost 15 per car$30,000;Xpeng lost 12 per car$80,000;
There is a more obvious indicator, that is, look at the market capitalization, the current ideal market value is as high as 33.1 billion US dollars, while the market value of Cuckoo is 13 billion US dollars, and the market value of Xpeng is 7.7 billion US dollars, and the combined value of Cuckoo and Xiaopeng is the ideal two-thirds, and there is still a long way to go.
At first, Li Auto was the bottom of Wei Xiaoli's ranking, and everyone thought that Li Auto's range extender technology was backward, inferior to pure electric vehicles, and was at the bottom of the chain of contempt.
But now Ideal has become the boss, it sells more cars, makes more money, and has the largest market capitalization, and Weilai and Xiaopeng together can't beat Ideal.
Next, Weilai and Xiaopeng Motors really have to take good action, otherwise the three forces in the automotive industry will begin to **, Weilai and Xiaopeng Motors will stick to their ideal cars, but they can't wait for these two brothers.