Target Delivery Volume for April: Impact of epidemic is severe. There might be an improvement in May.

In April 2022, a total of 4,167 Ideal ONE vehicles were delivered, with a cumulative delivery of 35,883 vehicles from January to April 2022.

Like Zeekr, Ideal ONE has been the only model under Ideal’s umbrella until the launch of the new flagship L9. Shen Yanan, co-founder and CEO of Ideal Auto, attributed the decline in Ideal ONE deliveries in April to the impact of the epidemic since the end of March in the Yangtze River Delta. Some suppliers in Shanghai and Kunshan, Jiangsu Province, and other areas were unable to supply or even had to suspend operations, leading to the inability to maintain production after existing parts inventory was exhausted. This had a significant impact on Ideal’s production in April and caused delays in the delivery of new vehicles for some customers.

Ideal’s production center is located in Changzhou, Jiangsu Province, in the center of the Yangtze River Delta. More than 80% of Ideal’s parts suppliers are located in the Yangtze River Delta, with a large number of them located in Shanghai and Kunshan, Jiangsu Province, which is close to Shanghai.

In addition to the impact of the epidemic on the supply chain, Ideal’s new flagship L9 for BBA large SUVs may have also had a negative effect on Ideal ONE delivery numbers. Some car owners who were waiting for a larger and stronger full-size new energy SUV than Ideal ONE chose to wait for Ideal L9 instead of rushing to buy. This caused the delivery fluctuations of Ideal ONE in April to be even more severe.

The good news is that Shanghai and the surrounding automobile industry have been actively promoting the resumption of work and production, and the actual delivery of Ideal ONE should be able to recover to the normal fluctuation range. According to the current rate of recovery, the delivery situation in May is expected to improve significantly.

This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.