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Nio Exec Asks Li Auto to Stop Sharing Weekly Sales Figures

Nio Exec Asks Li Auto to Stop Sharing Weekly Sales Figures

Nio高管要求理想汽車停止公佈每週銷售數據
CnEVPost ·  07/30 15:55

A Nio executive has asked Li Auto to stop sharing weekly sales rankings, saying it's a low-level competition that interferes with other companies' operations.

Nio的一名高管請求理想汽車停止分享每週的銷售排名,稱其是一種低級競爭行爲,會干擾其他公司的運營。

(A Nio ET5 on display at the June 2024 Shanghai new energy vehicle show. Image credit: CnEVPost)
(Nio ET5在2024年6月上海新能源車展上展出。圖片來源:CnEVPost)

A Nio (NYSE: NIO) executive has asked Li Auto (NASDAQ: LI) to stop sharing weekly sales rankings, saying it's a low-level competition that interferes with other companies' operations.

Nio(NYSE:NIO)的一名高管請求理想汽車(NASDAQ:LI)停止分享每週的銷售排名,稱其是一種低級競爭行爲,會干擾其他公司的運營。

The Chinese government has called on industries not to engage in low-level "involution", Nio's assistant vice president of branding and communications, Ma Lin, said in a Weibo post today.

Nio的品牌和傳播助理副總裁馬琳在今天的微博帖子中表示,中國政府呼籲各行各業不要參與低水平的“內卷化”競爭。

"Involution" is a term that has become popular in Chinese over the past few years, often referring to fierce competition between stakeholders that doesn't benefit anyone.

“內卷化”是一個在過去幾年中在中國變得流行的術語,通常指的是各利益相關者之間的激烈競爭,沒有對任何人有利。

Publishing weekly sales rankings is more or less the same thing as low-level involution, Ma said, calling on Li Xiang, Li Auto's founder, chairman and CEO, to get his team to stop continuing to do so.

馬琳表示,發佈每週的銷售排名與低水平的內卷化本質上是一樣的,他呼籲理想汽車的創始人、董事長兼CEO李翔停止繼續這樣做。

"The mission of Chinese car companies at the moment is to achieve technological breakthroughs through R&D, isn't it?" Ma said.

馬琳說:“目前中國汽車公司的使命是通過研發實現技術突破,不是嗎?”

Each month, automakers publish audited deliveries, a monthly figure that essentially reflects the business situation at the time, Ma said, adding that the weekly rankings, however, can be disruptive to normal business operations.

馬琳說,每個月,汽車製造商都會發布審核過的交付量,這是一個基本上反映當時業務情況的月度數字,他補充說,然而,每週的排名可能會干擾正常的業務運營。

Ma attached four images to his Weibo post, one of which was a screenshot of a media report showing China's Politburo asking industries to strengthen self-discipline and prevent "involutional" competition. The other three images were about Nio's July 27 Nio IN event where it announced progress on the Shenji NX9031 chip and SkyOS.

馬琳在他的微博帖子中附上了四張圖片,其中一張是一篇媒體報道的截圖,顯示中國政治局要求各行各業加強自律,防止“內卷化”競爭。其他三張圖片是關於Nio的7月27日Nio IN活動的,該活動宣佈了神機NX9031芯片和SkyOS的進展。

Li Auto has been publishing weekly sales rankings every Tuesday since the end of March 2023, covering the weekly sales of major new car makers, luxury brands, and major new energy vehicle (NEV) makers.

自2023年3月底以來,理想汽車每週二發佈一次銷售排名,涵蓋主要的新車製造商、豪華品牌和主要的新能源汽車製造商的每週銷售業績。

These weekly sales figures are measured in terms of insurance registrations of cars, unlike orders or deliveries, and are seen by many investors as an important reference for tracking carmakers' monthly deliveries.

這些每週銷售數據以汽車的保險註冊爲衡量標準,不同於訂單或交付,被許多投資者視爲跟蹤汽車製造商月度交付情況的重要參考。

Li Auto stopped sharing these figures in the first half of May last year, which Li said on Weibo at the time was due to complaints from some of the company's peers.

理想汽車在去年5月上旬停止分享這些數據,當時李翔在微博上稱是由於一些公司的投訴,而在2023年5月23日再次公佈這些數據,以繼續顯示它在中國新能源汽車初創企業中處於領先位置。

Interestingly, Li Auto restarted sharing those numbers on May 23, 2023, to continue to show that it's ahead of the pack among China's EV startups.

理想汽車似乎希望展示其強勁的每週銷售業績,以加強其在公衆心中的領導地位,從而推動訂單增長。

Li Auto seems to be hoping to show off its strong weekly sales to reinforce its leadership position in the public mindset, which in turn drives order growth.

理想汽車似乎希望展示其強勁的每週銷售業績,以強化其在公衆心目中的領導地位,從而推動訂單增長。

But its rankings have sparked discontent among some of its peers.

在馬琳今天的評論之前,Nio的聯合創始人兼總裁秦理宏在7月27日Nio IN 2024活動後接受媒體採訪時表達了不滿。

Prior to Ma's comments today, Nio's co-founder and president, Qin Lihong, had expressed his displeasure in a media interview after the July 27 Nio IN 2024 event.

秦理宏當時說,Nio從未授權任何其他組織以公司名義發佈每週排名,也從未批准這些數字,據CnEVPost觀看的視頻顯示。

Nio never authorized any other organization to publish weekly rankings with the company's name on them, and the numbers were never approved by Nio, Qin said at the time, according to a video seen by CnEVPost.

秦表示,其他公司沒有授權發佈提到Nio的榜單,並表示希望Nio被排除在這類排名之外。

Qin said other companies have no authorization to publish lists that mention Nio, and said he hoped Nio is excluded from such rankings.

今天早些時候,理想汽車像往常一樣發佈了最新的每週排名,顯示上週有12800次保險註冊,而Nio則有5400次。

Earlier today, Li Auto, as usual, released the latest weekly rankings showing it had 12,800 insurance registrations last week and Nio at 5,400.

2023年7月28日截至的中國新能源汽車保險註冊情況:Nio 5,400,特斯拉13,500,小米3,900,比亞迪70,600

China EV insurance registrations for week ending Jul 28: Nio 5,400, Tesla 13,500, Xiaomi 3,900, BYD 70,600

截至7月28日一週,中國電動汽車保險註冊情況:蔚來5,400,特斯拉13,500,小米3,900,比亞迪70,600

譯文內容由第三人軟體翻譯。


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