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30,000 cars sold for 10.6 billion yuan, and the profit per bicycle exceeded 10,000 yuan. Ideal ONE became Li Xiang's money printing machine?

The core judging criterion for the success of an enterprise is whether it can achieve benign profits. Enterprises that can protect themselves and make profits are undoubtedly successful. This is more worthy of study than those with high-end and huge sales volume.


A few days ago, Li Auto released its Q4 financial report. On the basis of completing the sales of 30,000 new cars, its sales exceeded 10.6 billion yuan, and its profit also reached 300 million yuan.


In the entire automotive industry, such data may not be outstanding, but if you only start from the perspective of only one model and a company history of only 3 years, the ideal is the fastest profitable company.


You must know that in the same period in 2020, its data performance is still in a state of loss. It has turned losses into profits in just one year and is guaranteed to grow at a faster rate. The ideal has clearly pinpointed the pain points of consumption.


As a company that currently only operates complete vehicles, its 10.6 billion revenue comes from selling vehicles, and the more than 30,000 new cars in Q4 means that its single-vehicle profit is close to 30,000 yuan. More than 30,000 cars have earned 300 million, which means that Ideal ONE's bicycle profit exceeds 10,000. From its monthly sales of more than 10,000, and the market positioning analysis of the price of more than 300,000 bicycles, the ideal has more than 30 yuan every month. billion turnover.


It is roughly speculated that the ideal will usher in 40 billion revenue this year only with the ideal ONE car.


At present, there is a key to restrict the development of the ideal. As a new force, the number of ideal products is still only one ideal ONE, and the product matrix is not rich, which makes its market development difficult to grow. However, from the analysis of the plan, the new MPV will be launched. market, which also means that Ideal will usher in a blowout period in the new product launch market.


In fact, the new power enterprises are not short of production capacity. At present, in the way of order production, it basically takes two months from the customer's order to the delivery of the vehicle. In order to maximize the saving of resources, this kind of order production has lengthened the delivery cycle. , but it is very good to ensure the living space of the enterprise.


Many people mistakenly think that the production capacity of the new forces cannot keep up, but in fact, the new forces are unwilling to blindly produce.


As the first model, the Ideal ONE must wear a successful hat. Under the promotion of the new energy license plate, it cleverly uses the extended-range architecture to solve the problem of battery life, while ensuring the advantages of design, technology, comfort and control. Disintegrating the pain points of the 300,000-class SUV market.


Some people like the size of the Highlander but can't accept the problem of intelligent performance and poor control. Some people have a demand for new energy license plates but can't stand the short battery life and high price of the ES8. Comprehensive analysis, the ideal ONE is actually stepping on the Highlander. As well as the good combination of ES8, combining its advantages with each other has become a phenomenal product in the Chinese passenger car market.


Large, high-tech, comfortable, well-designed and free of anxiety, these advantages are on the 300,000-level price tag, making it a goddess, and this also makes the Ideal ONE a money printing machine for Li Xiang.


As of the close on Friday, the market value of Ideal Auto was as high as 220 billion yuan, which has surpassed that of Weilai Auto and has become a very reference company among the new forces in China.


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