[Introduction: Various car companies have announced their sales in November this year. As the day of revealing the annual sales is approaching, everyone is also working hard and setting off a new round of ** battle, hoping to hand over a better report card at the end of the year. 】
Written by |Zhang Dachuan, editor|Grass.
Recently, the growth trend of electric vehicles in the European and American automobile markets has slowed down. A number of multinational automakers, including Volkswagen, GM and Ford, are more or less facing a shortage of EV orders. However, in the domestic auto market, although the new energy vehicle market is still heating up, the degree of involution has far exceeded that of the European and American auto markets.
In the November new energy vehicle sales list, in addition to BYD is still far ahead, the new energy vehicle market is undergoing some changes. Among them, the comprehensive rise of traditional car companies is a very obvious phenomenon. Through some adjustments, traditional car companies have shown very strong competitiveness in the field of new energy vehicles, especially in the field of hybrid vehicles.
Taking Geely as an example, Geely New Energy as an overall group recorded more than 650,000 units. Geely is a new energy package Geely, Lynk & Co, Zeekr and Ruilan and other brands. Among them, the hot sales of the Galaxy series and Zeekr brands have brought Geely great progress in the sales of new energy vehicles. Whether it is Galaxy E8 or ZEEKR 007, they have earned a lot of eyeballs at the just-concluded Guangzhou Auto Show. Driven by Geely's new energy sector, Geely's sales exceeded 200,000 units in November. In 2024, Geely will launch its strongest challenge to BYD.
Compared with the past, where only Egypt was in the top rank, Wuling New Energy and Great Wall New Energy have seen a very rapid increase in sales. Wuling NEV's sales were mainly contributed by the Wuling Binguo and Wuling Hongguang MINI EV models. The battle between Wuling Starlight, which has been delivered since December, and BYD Han DM has become a new bright spot in the market. The front foot starlight is 9380,000 yuan of ** attached to Qin plus DM-i 9980,000, the latter immediately discounted 10,000 yuan to 8980,000 yuan entered the range of 80,000 yuan.
In addition, SAIC Volkswagen, which was once the hegemon of China, has also begun to perform well in terms of new energy vehicle sales, which is similar to ID3 of the terminals are inextricably linked. id.The sales volume of the 3 series reached 1 in NovemberWith 20,000 units, it is the main sales model of SAIC Volkswagen's ID pure electric series. For SAIC Volkswagen and other mainstream joint venture car companies in the era of domestic fuel vehicles, through the brand appeal accumulated in the past, the price reduction can bring good sales. In 2024, traditional joint venture car companies with fuel vehicle business subsidies should continue to fight again.
Among the new car companies, Li Auto took the lead, with the L7, L8, and L9 extended-range models, it has secured the top spot of the new forces. In November, Ideal completed the annual sales of 300,000 units ahead of schedule with monthly sales exceeding 40,000 units. In December, the ideal is to hit the sales of 50,000 in a single month to draw a successful end to 2023, or to reserve strength to meet next year's good start, which will become the highlight.
Xpeng and Leapmotor, which have been invested by Volkswagen and Stellantis respectively, and AITO, which is supported by Huawei, form the second echelon of new forces. Aside from Xiaopeng and Zerorun, AITO has also staged a wave of Jedi ** this year. Under the premise of sluggish sales in the first half of the year, the facelifted M7 actually received as many as 100,000 orders, and drove the M9 and Zhijie S7 to also receive considerable orders. I have to say that the NIO Hongmeng 4 cockpit plus ADS 20 high-end driving assistance is still competitive in the market.
But I have to say that Weilai and Nezha, who used to have unlimited scenery in the new forces, are currently experiencing difficulties. Among them, the new ES6 did not help NIO to stand on the 20,000 monthly sales level, and NIO carried out internal layoffs, as well as suspended some projects that are difficult to make profits in the short term, including battery manufacturing, and also accelerated the process of NIO opening up the battery swap network. The strong debut of the new M7, which is similar to the new ES6 customer base, is one of the reasons why NIO failed to achieve this year's target. In 2024, both NIO and Nezha need to do their best to avoid being marginalized by the market. In particular, NIO's new brand Alps can only succeed and cannot fail. Once you slide down, it may be difficult to get back up.
At present, except for Li Auto, which has completed the target, and BYD, which is expected to hit again in December, and Aion and VOYAH, whose goals are more reasonable, it is very difficult for other car companies to complete the goal for the whole year.
In order to achieve the goal, BYD released a price reduction strategy for its main sales models such as the Dynasty series on December 1, following the November promotion. Among them, the most eye-catching is the Qin Plus DM-i Champion Edition, which has entered the range of 80,000 yuan. The best of this hybrid model has not only achieved the same price of gasoline and electricity, but now it has the best advantage over some joint venture brands of the same level.
Many domestic car companies have cut prices throughout the year, and some models that have just been launched have offered large discounts, which has also become the focus of attention of all parties. For example, the Jiyue 01, which has just been on the market for a month, has a new price cut of 30,000 yuan, and the Roewe D7, which was only launched on November 8, has also reduced the starting price from 12580,000 yuan was directly pulled to 10980,000. For these newly launched models, such a large drop in one or two months after the launch shows that manufacturers have put seizing market share as the main consideration. As for the impact on the brand, it may have been thrown aside.
Comments. China's auto market is one of the most volatile in the world. Especially the new power brand, from the technology volume to the service volume and then to the first. However, the war cannot be endless, and each car company has its own bottom line. In recent times, lithium carbonate has continued. To a certain extent, it indicates that capital with a keen sense of smell has begun to make judgments on the future sales trend of new energy vehicles. In the case of overcapacity of automobiles and capital is not optimistic, 2024 may only be more difficult for car companies.
This article is the original of "Heyan Reading Cars", and it is not allowed to be unauthorized **).