Wei Lai: the global chip shortage will affect the automobile supply chain in mid May

Wei Lai, the leader of domestic electric vehicle enterprises, said that it is expected that the world chip The shortage will drag down its delivery in the second quarter.

Some time ago, Wei Lai chip The supply of components was insufficient, and the production was stopped for 5 days at the end of March, affecting the delivery in April.

The fire at a Japanese chip factory owned by Renesas in March exacerbated the shortage of existing semiconductors and forced major carmakers to reduce production.

Li Bin, chairman of Weilai, said at the financial report teleconference that the negative impact of the fire is expected to affect the automobile supply chain in mid May. However, he believes that the chip shortage in the automotive industry will usher in a turning point in the third quarter. In addition, despite the global chip The shortage continues to affect the electric vehicle supply chain, and the first vehicle et7 is still expected to be delivered as scheduled in the first quarter of 2022.

Previously, Weilai had to stop production for five working days at the end of March, affecting the delivery in April. Weilai predicts that the delivery volume in the second quarter will be 21000-22000 vehicles, an increase of 5% - 10% over the first three months of this year, but compared with the previous rapid growth, the current growth rate has slowed down significantly.

However, in terms of automobile profit margin, which measures the profitability of automobile companies, Weilai increased to 21.2% from 17.2% in the previous quarter. Weilai's management said that this increase was mainly due to consumers buying Weilai's driving assistance software and upgrading to a more expensive battery ordering plan.

The battery power of 100 kwh is planned to be 1480 yuan per month, and the battery power of 70 kwh is planned to be 980 yuan per month. The president of the company also said that about 60% of future users have chosen the battery service plan since it was launched in August last year.