On March 5, we learned from the official NIO brand that its second brand "Alps" will be released in the second quarter of this year, and the first product will be launched in the third quarter and delivered on a large scale in the fourth quarter. Among them, the first model of Alps has completed the trial production line in the fourth quarter of 2023. In addition, the new brand will adopt an independent sales network, and the after-sales part will involve part of NIO's existing after-sales system. At the same time, the brand will focus on the home market, and the first model will compete with the Tesla Model Y, one of its advantages is the ability to swap batteries (** The battery swap station will be compatible with both brands, and the layout will start in April this year). At the same time, the second model is positioned as an SUV and will be introduced to the market in 2025, while the third model is in the process of being developed and has not been revealed much.
Judging from the overall performance of the current domestic high-end car market, the proportion of fuel vehicles in the market of more than 300,000 yuan is actually larger. This gives more market space for electric vehicles. And the best sales in this range is Tesla modely, almost every pure electric SUV with a price of about 20 300,000 yuan will take Tesla Model Y as a potential competitor.
Recently, there has been new news about the new Alps.
Spy photos of the Alps, a mid-size pure electric SUV, were tested on the road in Heihe, although the vehicle was covered with camouflage, but it can be clearly seen that the car adopts the styling design of a coupe SUV, equipped with hidden door handles and black wheels. At the rear of the car, there is also a "ducktail" design, and the tail lights are slender.
One detail is that the words "better than edamame" are written on the rear windshield of the vehicle. Literally, it is to directly use Modely as a competitor.
As a test car, this slogan on the rear windshield is most likely a corporate action.
In terms of power, the official plan for this car is about 60kWh and 90kWh two versions, the new battery pack size will be compatible in the current third-generation battery swap station, but the thickness will be thinner, making more space for the cockpit of the vehicle. In addition, DOM will adopt a new generation of motors developed and produced by NIO to optimize size and cost. According to previous news, the DOM model is scheduled to be put into trial production in July 2024, and it is expected to be mass-produced and delivered in the second half of 2024. In addition, Alps will focus on the new energy vehicle market of 200,000-300,000 yuan, and all models will be based on NIO's third-generation technology platform NT30 for development.
Li Bin, chairman of NIO, also recently said that Alps' target is the Tesla Model Y, which has the largest sales, and the price will be 20% lower than the Tesla Model Y. Li Bin also revealed that the second model of Alps has entered the stage of opening the mold, which is an SUV for large families, and the third model is already in the process of development.
Just earlier this month, the NIO brand delivered 8,132 new vehicles in February, and so far, NIO has delivered a total of 467,781 new vehicles. At the same time, on February 22, the NIO brand officially announced the starting prices of a total of seven models of the 2024 ES, ES, EC, E, ET, ET, and ET5T, with a starting price range of 2980-59.800,000 yuan. It is understood that NIO's 2024 model will use a new ** computing platform ADAM, equipped with Qualcomm Snapdragon *** cockpit chip (SA8295P).
In 2023, NIO will deliver 1600,000 units, a year-on-year increase of 37%. However, this result is still far from NIO's expectation of "stabilizing at more than 20,000 units", and only about 65% of the sales target has been achieved. NIO expects revenue of 10.5 billion yuan to 110.0 billion yuan in the first quarter of 2024900 million yuan, the market expectation is 157400 million yuan; Deliveries are expected to be between 31,000 and 33,000 units in the first quarter, compared to the consensus of 44,035 units.
In terms of operating data, the annual revenue in 2023 will be 55617.9 billion yuan, a year-on-year increase of 129%；Net loss in 2023 is 20719.8 billion yuan, a year-on-year increase of 435%。In addition, NIO's cash reserves rose to 57.3 billion yuan; R&D expenditure 39700 million yuan, exceeding 3 billion yuan for 5 consecutive quarters. Its old rival, Li Auto, will have a revenue of more than 100 billion yuan in 2023 and has already achieved profitability. This puts pressure on NIO, which may not have a future if it does not achieve revenue growth and profitability within two years, despite its abundant cash reserves.
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