Edit the search image.
The exchange of price for volume in the rim will continue to intensify. Author |Myths.
Edit |Juice Rim Battles Escalated!Nearly 14 car companies sold more than 10,000 new energy vehicles. Chexi reported on December 2 that within 36 hours, more than 18 car companies announced the sales data of new energy vehicles in November. 
Edit the search image.
NEV sales of major automakers in November.
Che Dongxi reviewed and analyzed the relevant data of car companies throughout the year and found that: 1. The sales of many car companies have a large year-on-year difference, but the month-on-month growth of sales is weak, BYD, Xiaopeng, Zeekrypton and other car companies have only increased their sales by dozens of vehicles compared with the previous month, and the sales of Weilai have declined slightly. 
Edit the search image.
Changes in sales volume of new energy vehicle companies in the past two months.
2. In terms of sales targets, only the ideal completed the annual sales target one month ahead of schedule, BYD completed the target of 3 million vehicles in December, and the pressure should not be too big. 
Edit the search image.
The achievement of the annual sales target of new energy vehicle companies.
There are also two leading player CEOs, Yu Chengdong and Li Xiang, who have also made military orders to challenge the delivery of 230,000 units, 50,000 units for the ideal challenge. 3. Price reduction is the first growth force!Although the sales sprint in 2023 is coming to an end, the exchange of price for volume will intensify in the future. 01.Sales growth hits the ceiling Month-on-month growth is sluggishOverall, the year-on-year changes of various automakers vary greatly. 
Edit the search image.
The overall change in the sales volume of new energy vehicle companies in the past two months.
Considering the large environmental impact, the sales growth ability of car companies has to look at the month-on-month comparison
Edit the search image.
The month-on-month change in the sales volume of new energy vehicle companies in the past two months.
Judging from the data in the table, among the 18 car companies that released the data, 11 of the top 14 car companies in terms of monthly sales volume increased month-on-month in the single-digit range, and 1 showed negative growth. Only Wenjie Automobile, Wuling New Energy, and Zhiji Automobile have achieved a month-on-month increase of nearly 50% or more, respectively. The average growth rate of the last three car companies such as VOYAH, Jihu and Skyworth does not exceed 25%, the reason is that their sales base is small, the growth volume is expanding, and the month-on-month increase is understandable. This also fully illustrates that by the end of the year, the sales growth capacity was limited, and the month-on-month growth was generally weak. 02.More than 7 companies may be difficult to achieve year-end KPIs
The ideal is stable, BYD is not under much pressure This month, the 2023 car circle melee is coming to an end, and the industry torture is becoming more and more profound: can the annual sales target be achieved?According to public reports, Che Dongxi reviewed the sales slogans shouted by many car companies and found that among the car companies that had revealed their sales targets, only Li Auto achieved the annual target in January ahead of schedule, with cumulative sales reaching 32570,000 units, with a KPI achievement rate of 1086%。
Edit the search image.
KPI progress of new energy vehicle companies.
Specifically, the sales chart of Li Auto in the first 11 months can be said to be very good. 
Edit the search image.
Ideal car sales.
A total of 4 new cars were delivered in November this year10,000 units, a year-on-year increase of 1729%, and the monthly delivery exceeded the 40,000 mark. By the end of November, Li Auto had delivered a total of 32 new vehicles60,000 units, ahead of schedule to achieve the sales target of 300,000 units in 2023. The atmosphere has come to this, and Li Xiang, CEO of Ideal, also immediately signed a military order: Ideal Auto will challenge the delivery of 50,000 vehicles in December this year, and Ideal L7 will challenge the delivery of 20,000 vehicles. 
Edit the search image.
Li Xiang's delivery target.
The popularity of Li Auto is closely related to its product positioning, Li Auto faced less market competition in the early stage, tasted the dividends first, accumulated a first-mover advantage, and continued to improve product competitiveness in the subsequent development, and achieved a continuous jump in sales. 
Edit the search image.
In contrast, BYD, which has set an annual sales target of 3 million units, has achieved a cumulative sales volume of 26720,000 units, the degree of completion is 89%, and there is still a gap of 3280,000 units!The year-end KPIs of NIO, Xpeng, and Leap are 20 or 250,000 units, and the current target achievement rate of the three companies is close to 60%, and the sales of these three companies have not met the previous expectations. In addition, I don't know if Nezha's previous sales target was too optimistic, Nezha's goal achievement rate was the lowest, only 488%, and the cumulative sales volume in the first 11 months reached 1220,000 units, 130,000 sales short of the target of 250,000 units. On the whole, only the "sales madness" ideal boasted of the bull can be realized, BYD sold 330,000 units in December, and the pressure should not be great, VOYAH has the hope of selling a total of 50,000 units, but the remaining car companies such as Krypton and Nezha will have a hard time achieving their goals. 03.Price reduction is the first growth force.
What does the update of the seat table reflect in the continuous increase in the sales volume of many car companies?Price reduction is the last word, and the entire new energy vehicle industry is still in the year-end sprint stage of exchanging price for volume in the near future. Recently, BYD's official website has given limited-time preferential policies to models including Destroyer 07, Corvette 05 Champion Edition, Dolphin, Seal Champion Edition, Song Plus Champion Edition and other models. According to domestic ** reports, some of BYD's champion model terminals can be discounted up to about 30,000 yuan. From the perspective of BYD's sales composition, passenger car sales were 30140,000 units, a year-on-year increase of 311%。And the dynasty and ocean sales reached 28850,000 units, a year-on-year increase of 274%。This also reflects that BYD's products have penetrated into multiple market segments, and the Dynasty Ocean brand has a certain control in the mainstream market, and to a certain extent, it has also been affected by price reductions. In addition, BYD's high-end road in November went out of effect. The high-end brand DENZA Auto reached 1180,000 units, a year-on-year increase of 243%, and the monthly sales of super luxury cars priced at one million have reached more than 400 units. The just-launched Formula Leopard contributed 626 units to sales. I have to say that the consumption power of BYD users is still very strong. In addition to the traditional car company BYD, the monthly sales of new car players Zhiji have more than doubled and are also related to the listing pricing strategyA total of 8,703 units were sold, of which the LS6 increased by 125% month-on-month with 8,158 units, successfully topping the monthly sales champion of "medium and large pure electric SUVs". 
Edit the search image.
Zhiji LS6This is due to the fact that Zhiji LS6 gave a very great sincerity as soon as it was listed: the whole system MAX, the whole system is equipped with ultra-long-range lidar as standard, and the cost of the lidar model on the car has been lowered to 200,000 yuan, of which the MAX super performance version is not more than 280,000 yuan. However, it is worth noting that the combined sales of Zhiji's other two cars, the LS7 and L7, are less than 600 units, indicating that the competitiveness of the other two products needs to be improved. Also affected by the price cuts is VOYAH Automotive, which delivered 7,006 vehicles in November, up 365% year-on-year. Since June this year, the delivery volume of VOYAH vehicles has achieved six consecutive increases, showing a good upward momentum, and is sprinting towards the goal of monthly sales of 10,000 units. The surge in VOYAH sales was related to price reductions and kingpin mixing, as well as increased delivery capacity. In the second half of this year, VOYAH's Dreamer adopted a price reduction policy, with a maximum price reduction of up to 30,000 yuan, plus VOYAH's plug-in hybrid models, which are larger than the pure electric market. In addition, Lu Fang, CEO of VOYAH Automotive, said: "With the acceleration of the iterative upgrade of VOYAH products, both supply and demand of VOYAH have made concerted efforts, and production and sales have been booming and the momentum is good. In November, the pre-sale of the VOYAH Chasing Light PHEV began, and VOYAH started a 24-hour double-shift production mode, and at the same time, VOYAH launched the brand in the Netherlands, which means that the development of VOYAH has reached a new level. In addition to traditional independent car companies and new cars, price reductions can be said to solve the urgent needs of joint venture car companies. Volkswagen IDFamily sales took off, with Volkswagen ID3 price reductions are closely related. According to the official information of SAIC Volkswagen, Volkswagen IDThe family sold 1560,000 units, a new monthly sales high, of which ID3 is even more popular, and the delivery in November reached 120,000 units, a positive month-on-month increase for the fourth consecutive month. As of now, Volkswagen IDThe cumulative sales of the family have exceeded 200,000 units. When many car companies start a war, it is inevitable that some car companies will be impacted. In November this year, NIO delivered less than 1 new car60,000 units, a year-on-year increase of 331%, but down from the previous month. The overall sales volume ranked behind Xiaopeng, Wenjie, and Leap. In the first 11 months of this year, a total of 14 new cars were delivered20,000 units. In fact, NIO has not had particularly effective price reduction measures in this year's ** war. Previously, the official price reduction of 30,000 yuan was achieved by stripping the battery swap service, and the price was not reduced much. In addition, Weilai is also facing cost control problems caused by battery swapping, first-class chain construction, and new brand extensions, which determines that Weilai cannot throw off its "arms" to engage in first-class wars, and must adhere to the mid-to-high-end route. In addition, there is also Leapmotor delivered 1. in November850,000 new vehicles, a year-on-year increase of 130%, compared with the previous month, the performance is not outstanding. Nezha Automobile delivered 1250,000 units, Nezha X orders exceeded 20,000 units. Although than October 1In terms of monthly sales of 210,000 units, it was slightly higher than the previous month, but it was still lower than the 13,211 units sold in September.
Edit the search image.
id.304.Traditional car companies have not changed much.
The new "killing god" also found an interesting phenomenon in this sales review: the seats of traditional car companies have not changed much, and Wuling New Energy has shown a "sudden rise", with sales soaring and surpassing Aion. And the new car Wenjie ran very far ahead this time, and truly realized the "resurrection" in Yu Chengdong's mouth. 1. BYD's monthly sales exceeded 300,000 again, and Geely New Energy sold twice as much as the Great Wall in the camp of traditional car companies, and the overall ranking of seats did not change much. However, this time, Wuling New Energy's sales ranked ahead of GAC Aion. From high to low, they are BYD, Geely, Wuling, and Great Wall.
According to Geely's official data, Geely's new energy sales reached 650,000 units, up 88% y/y and 5% m/m. From January to November, Geely Group's cumulative sales of new energy exceeded 420,000 units, a year-on-year increase of more than 50%. Up to now, the Group's new energy sales volume has hit a record high for four consecutive months and achieved year-on-year growth for six consecutive months. For Geely, the increase in sales is mainly due to the diversified layout of the new energy matrix. At the specific brand level, Geely Galaxy sold 1380,000 units, monthly sales exceeded 10,000 for 5 consecutive months, and Geely Geometry was 2030,000 units, up about 47% y/y. Lynk & Co brand 3010,000, a year-on-year increase of 66%. The high-end new energy brand Zeekr won 130,000 sales, a year-on-year increase of 19%, a solid performance. A few families are happy and a few are sad, GAC Aion is "holding its breath"!GAC Aion's monthly sales are 4160,000 units, a year-on-year increase of 45%, almost surpassed by the ideal car behind it. The cumulative sales volume from January to November was 4340,000 units, up 80% y/y. The slowdown in the growth rate of GAC Aion is mainly due to the stagnation of production capacity, citing domestic first-class news, GAC Aion responded that the production of new models is not ready enough, and the current production capacity is greatly challenged. Finally, Great Wall Motors, which sold 3 new energy passenger cars in November120,000 units, a year-on-year increase of 14232%。At the same time, sales from January to November 2320,000 units, a year-on-year increase of 9194%。Officially, sales volume continued to increase quarter-on-quarter in the first three quarters, and achieved year-on-year growth for 8 consecutive months. The increase in sales of Great Wall is related to the launch of a number of popular models in the first three quarters and the acceleration of going overseas, Great Wall Motor's Haval Raptor, new Haval H5, tank 500Hi4-T, and Shanhai Cannon Performance Edition are mainly plug-in hybrid, and Great Wall continues to make efforts in the new energy track. Models such as Haval H6, Haval Jolion, Haval Big Dog, Ora Good Cat, Tank 300, and Great Wall Cannon were launched in Cambodia, Vietnam, Brazil and other places, helping global sales continue to rise. 2. The fierce rise of Wenjie Yu Chengdong set a monthly sales target of 30,000 units, compared with the stability of the top three private independent car manufacturers, the sales of some new brands derived from traditional car companies, Wenjie, Zhiji, and VOYAH have soared.
In particular, according to official data, in November 2023, AITO Wenjie will deliver new cars for all models880,000 units, a direct increase of more than 6,000 units from the previous month. Among them, the new M7 delivered 150,000 units, while 10,547 units were delivered last month, and it has just achieved more than 10,000 deliveries of a single model in a single month, and the new M7 has been delivered a total of 270,000 units. Yu Chengdong previously said that the delivery in December will reach 230,000 units, with a monthly delivery capacity of 30,000 units from 2024.
Edit the search image.
Yu Chengdong's delivery target.
It can be said that since October, Wenjie Automobile has been a topic in the car circle, and the continuous ** has allowed Wenjie Automobile to bring its own traffic. To say, why is the delivery speed so fast?The new M7 is undoubtedly the biggest contributor, carrying the expectations of Huawei and Cialis to "turn the tables against the wind".
Edit the search image.
Yu Chengdong introduced the M7
In addition to increasing manpower investment, Huawei and Cialis have even spent huge sums of money to improve the level of excellence. According to domestic ** reports, Cialis insiders revealed that when the new car was just released, the first chain team, product team, and quality team were directly stationed in the Cialis factory. Not only that, Yu Chengdong, the soul of Huawei's smart car, has appeared at the Wenjie automobile manufacturing plant many times to personally supervise production. In addition, according to domestic ** reports, in order to improve the quality and efficiency of the delivery of the new M7, Huawei and Cialis have invested more than 1 billion yuan in the entire ** chain, and the funds are mainly used to improve the production beat, process, and effect. Judging from the results, the "resurrection" in Yu Chengdong's mouth is not exaggerated. 05.Conclusion: The price of the car rim for volume intensified Two days ago, Tesla CEO Elon Musk said that China's new energy vehicle industry is the most competitive. Judging from last month's sales data, price reduction is the last word!If it doesn't work, it's likely that it's not enough. In the penultimate month, many car companies fought for sales. Most of the car companies that have reduced prices in a variety of ways have achieved an increase in sales. In the new energy vehicle market, the situation of sacrificing profits for sales will continue and even become more intense. In the last month, we will continue to pay attention to the extent to which the circle battle is about to enter.