A car may halve the sales of 20-300,000 yuan joint venture SUVs this year. The spy photos of this car have been released recently, and its mission is to help a car company achieve its goal of selling 800,000 units a year. Last year, after completing monthly sales of 50,000 units, the automaker reached the delivery target of 370,000 units per year, which is considered a year of oversales. So, what are your sales targets for next year?
It is reported that the car company's goal is to double its sales in 2023, and it is more than Mercedes-Benz's sales of 750,000 units in 2022, and it needs to reach an average monthly sales of 660,000 units to achieve it. In the current range of 30-600,000 in the whole system, it is not easy to achieve this goal. However, the automaker is enriching its product matrix, which includes the MEGA model, which is scheduled to be launched on March 1, as well as an ideal L6 model for road testing.
In the second half of the year, there will be three new cars to join it, one of which will be "small mega", after these products are added, they will continue to explore and drop to less than 300,000 yuan. In this way, the automaker's product matrix is enriched, and it is possible to achieve the sales target of 800,000 units. However, in this market segment, there is only one player who can run through this sales. Now that the car has been exposed, it is believed that more news will surface soon.
Li Auto's goal is to deliver 30,000 units per month for a single model, a task that seems impossible. The lower-priced Ideal L6 seems to be the only model up to the task, but its benchmark is definitely not the Model Y. It is more likely to target the gasoline vehicle segment, such as Japanese and German brands in the mid-size and compact SUVs.
Tiguan L, R**4 Rongfang and Highlander models can maintain an average of 10,000 units or even 0The sales volume of 60,000 units at least proves that there is a demand in the SUV market below 300,000 yuan. If you look at this expectation, the monthly delivery volume of Li Auto's L series models is expected to exceed 10,000 units. The idealized speculation is that 800,000 units are likely to be completed. But there will definitely be pressure, mainly from AITO and NIO. The highlight of this year is the range extender products of the L series.
Li Auto's growth rate in 2023 will far exceed the overall growth rate of the entire new energy market. This growth rate is surprising, but it also means that Li Auto is facing uncontrollable variables in this year's market competition. There are pressures in both range extension and pure electric fields, and after the launch of the 2024 AITO M7, sales have begun to be extremely hot. A new product is about to be launched, which will become a strong competitor to the L7 and L6, and will also have a certain impact on L9 sales.
However, in this field, AITO can be an uncontrollable factor. In addition, Ideal will also face an increase in pure electric products and corresponding market competition this year, so their energy supplement plan will become the key. NIO already has a clear advantage in this regard, but as consumers pay more attention to energy replenishment solutions, Li is planning to build 2,000 charging stations by 2024.
At the same time, competition in the end market will also intensify, and NIO and Alps will continue to offer sales of existing models, will the market respond to greater discounts?The new growth area is likely to be in Shanghai and the Middle East, especially in Shanghai, where the acceptance of new energy vehicles is very high. Ideal has already begun to carry out market precipitation in the Shanghai market, which may pave the way for the launch of new pure electric vehicles in the second half of the year. In this highly competitive market, Ideal needs to strengthen its energy replenishment program, and at the same time, they need to think about how to stand out from the competition.
When you come to Shanghai, you come to Tesla's home field. This point also reveals what kind of products and pricing strategies the ideal BEV model might be introduced. In addition, there is a new growth point - overseas markets. Although Li Xiang has said that he will not enter the overseas market before 2025, Li Auto has already begun to promote overseas business as early as the second half of 2023, and the Middle East market will be their first stop.
It is rumored that this year, Li Auto will export its vehicles to the Middle East market in parallel in a private form, which means that the zero-kilometer used cars after the domestic license will be transferred to the overseas market, and there is no official policy on this. This is a market worth looking forward to, and we will wait and see how Li Auto will develop in the international market in the future.