It can be predicted that the next "100,000 vehicles" will be faster than 7 months.

It is really difficult for Weilai in 2019. Battery recalls, financing failures and losses continued to expand, and even the curse of "the fastest this year, the latest next year" has been shrouded. Li Bin, the founder, was also named as the "saddest man in 2019". The whole industry regarded this car company as politically correct.

Weilai in 2020 began to counter attack. "Compared with 2019, which is full of difficulties, this year's Weilai has been transferred from the intensive care unit to the general ward." Obviously, with the help of the Hefei government, the situation of this car company has gradually improved after surviving the dark time, and has gradually achieved multiple improvements at the substantive level, the delivery level, the revenue level, the user level, and the energy supplement level.

Weilai in 2021 is running like crazy. After being transferred to the general ward, facing the "temptation" of final recovery and discharge from hospital, under the leadership of Li Bin, the development rhythm of this new force car building is back on track, the landing of the second generation power station, the layout of Norway's strategy, and the opening of the second factory all point to the fact that after a brief stagnation, Weilai is re establishing its own barriers.

Weilai in 2022 continues to squat. When we have more and more food and grass in our hands, ET7, ES7 and ET5 under the NT2 platform are delivered separately, the second factory is officially put into operation, and the strategy of going to Europe is implemented in stages. The total number of replacement power stations is nearly 1300. There is no doubt that the ambition of this new force to build cars seems to be imminent.

However, after 1400 days of profound experience. On December 12, Weilai ushered in its own milestone again - the launch of the 300000 new car. It is worth mentioning that the third "100000 vehicles" took 7 months in total, much faster than expected.

From this perspective, on the conference call after the release of the third quarter financial report, Li Bin responded that "previously, for various reasons, we encountered some problems, but now we have basically got rid of the supply chain and capacity constraints."

Later, he also expressed with confidence that ET5, which was highly expected by the outside world, could complete the ramp up of production capacity at the end of November and would further climb in December. With the contribution of this product, Weilai also has the opportunity to hit the goal of delivering 20000 vehicles per month. At that time, many doubts will disappear.

Of course, regarding the ongoing fourth quarter, the delivery guidance given by this new force is also very optimistic, reaching 43000 to 48000 vehicles.

At the beginning of this month, Weilai officially released the terminal report card for November, delivering 14178 new cars, with a year-on-year growth of 30.3% and a month on month growth of 40.9%, hitting a record high. From January to November 2022, Weilai delivered 106671 new cars in total, and the annual delivery exceeded 100000 for the first time, with a year-on-year growth of 31.8%.

Although there is still a gap between this performance and the high expectations, it has been able to give Weilai a long sigh of relief in an environment that is not friendly.

Of course, in terms of specific models, the three new models ET7, ES7 and ET5 under the NT2 platform quickly became the main sales force, with 11072 new vehicles delivered. Among them, ES7 exceeded 5000 vehicles in a single month. It can be predicted that with the continuous release of ET5's production capacity in December, it is not impossible for Weilai to break through the 20000 vehicle barrier.

At this point, I would like to continue to extend the timeline. According to the summary of various information at present, next year, the sales series of this new force's car making products will rapidly expand to 8 models. It can be predicted that the next "100,000 vehicles" will be faster than 7 months.