In November, Xpeng Motors just handed over a satisfactory third-quarter report card to the market, and then the delivery volume continued to maintain more than 20,000 units in November, and the new force returned to the fast lane of rapid development.
At the same time, Xpeng's new car plan for 2024 has also attracted much attention - in addition to the Mona (about 150,000 A-class sedans, launched in the third quarter) in cooperation with Didi, there areA B-segment sedan codenamed F57, ** between 25-30W, may be named "Xpeng P6 or P8".
According to the plan, Xpeng will launch at least 3-4 new cars next year, 2 of which will be modified on existing models. According to the speculation of netizens-
F57, B-class sedan, **20-30W, launched in June, or named Xpeng P6;
F61, A+ class SUV, **15-20W, launched in August, or named Xpeng G5;
E39, B+ class SUV, **25-30W, Q3 listed, or named Xpeng G7;
E29, B-class coupe, **20-30W, launched in October, probably **P7;
F59, A+ class sedan, **15-17W, launched in December, probably **P5;
In the 20-300,000 pure electric car market, domestic independent brands have long been "overcrowded", why does Xiaopeng still launch models that overlap with the P7?
First, there are more and more opponents
In the more than 200,000 pure electric car market, there are both classic models such as Xiaopeng P7i and Han EV, as well as rookie products such as Seal EV, Weilai ET5, Haobo GT, and now Zhijie S7, AVATR 12, Galaxy E8 are also flocking out, next year Xiaomi SU7, Extreme Krypton 007, Jiyue 02, Zhiji L6, Star Era ES will also be listed one after another, endless new models, users are very selective, who gives the most cost-effective, who is likely to stand out.
Second, the advantages of the "Fuyao" architecture
Although Xpeng P7 has been selling well, but after all, it is a product of the E platform, compared with the technical integration of the F platform under the "Fuyao" architecture, Xpeng needs a car that can be compared with the G6 product strength, so as to recover the decline in the car market. It was revealed that the F57 will be based on the Fuyao 2Built with 0 architecture, equipped with 800V and XNGP, it provides three kinds of battery life: 550km, 600km and 700km, and the product power will surpass that of Xpeng P7.
Third, the volume of models is the key to Xiaopeng's "turnaround".
The positioning of P7 is relatively niche, and it is difficult to break 10,000 per month. Xpeng P5, which lost in the family car market, has no sound in the market at all, and Xpeng needs a volume model that takes into account space, performance, intelligence and cost performance, to gain a firm foothold in the sedan market, and at the same time help Xpeng achieve a "turnaround" in 2025.
Conclusion
After experiencing a trough period in 2022-2023, Xpeng will completely explode in 2024. Xpeng's total sales this year are expected to be less than 150,000 units, and with the addition of these new cars in 2024, Xpeng is expected to sprint to 280,000 units, and it is one step closer to the day of profitability.