Zhu Jiangming counterattacked and rose! NIO has no future, zero run becomes the leader?

Mondo Cars Updated on 2024-02-01

Text |Haidian is no less.

Edit |Small balls.

Shibei should be impressed on the third day, zero run for four or five years, drive low and go high to reverse and counterattack!

Zhu Jiang is very skilled, not only in the matter of building cars, but also in terms of employment, financing and other comprehensive dimensions, for a long period of time in the past, the outside world and even most people in the industry have seriously underestimated and underestimated him.

It's really in response to the old saying, don't be three years, you should be impressed! It is estimated that too many people inside and outside the industry generally did not expect that in the past, they were once not optimistic, and even inconspicuous in the complex army of new energy car manufacturers (call it a small fight"Leftovers".is not an exaggeration), after the fierce market struggle in the past three or two years, it quickly counterattacked and jumped up; It has become a new star with momentum and prospects, and it is not an exaggeration to say that "it is not an exaggeration to overshadow two of the top three new forces in the past such as Weilai and Xiaopeng"! Facts speak louder than words, and you can't believe it or accept it.

Stellantis Group Tang Weishi (left) Leapmotor Zhu Jiangming signed a contract Following the strategic investment of 11.5 billion yuan from Stellantis Group in October last year, the annual sales volume in 2023 exceeded 140,000 units, and further moved towards the head camp of new forces, the first shot at the beginning of 2024, the C10 bombshell shown by Leap can also be described as quite explosive. As an independent observer of the new generation of automobiles born in the 90s who has been paying attention to and reporting on the new forces for a long time in the past seven or eight years, Leduo can be said to have witnessed too many things along the way in the past few yearsRanger, LeTV, Singularity, Skyrim, Yangtze River EVand other new car-making forces rise and fall. Of course, for a long period of time in the past, Weilai, Ideal, and Xiaopeng, which have been labeled as "Wei Xiaoli" by the industry, are naturally included. After several years of competition, standing at the moment: Wei Xiaoli has the lowest starting point (the first EV project of the ideal car and home is a miniature electric scooter that is not an A00 level), the ideal that ranks the lowest, with the ideal ONE, and the popularity of the L series that quickly adopted the nesting doll strategy in the past two years and became popular, but later came to fame and fortune. If you don't like it, you can't accept it. Renjia Ideal is not only far ahead in sales, but also the first to achieve "profitability" among all the new power brands in China! This is the only point, and it will be difficult for Weilai Xpeng to do it in three or two years, let alone achieve it.

Leap C10, a "more ideal home", can be described as a pun on the second echelon of the former new forces, what are the players such as Weima, Skyrim, Nezha, and Leap? At present, Weimar has become a dangerous horse, or more directly a "dead horse", Tianji is also half-dead and is quickly marginalized, Nezha's overall production status is okay, but the brand image and product positioning are still dominated by 100,000 entry-level products; On the contrary, it was the zero run that was once not well known and recognized by the mainstream vision, and it ran quickly in small steps and quickly adjusted, and then successfully counterattacked. Not to mention anything else, just as mentioned at the beginning, it has received a strategic investment of 11.5 billion yuan from the world's top three multinational car companies, Stellantis Group (the parent company of many European brands such as Peugeot Citroen); And the overall sales of more than 140,000 units last year (the overall price of the C series products basically reached the level of 150,000 and above), who else was in the second echelon?! Back to the C10 that Zhu Jiangming released for pre-sale tonight, the pre-sale price is also very well controlled in the price range of 15-200,000 yuan, and the new energy SUV with the highest "price-to-price ratio" within 500,000 yuan is worthy of its name.

Leap C10, a more ideal home for young people! Although the ideal is good, it is not affordable or even unattainable for most young people (after all, in reality, Accord Magotan is already the ceiling of too many young people); Zero, which has a high degree of vertical integration of the industrial chain, has obvious advantages in cost control, and the threshold of more than 15w is indeed quite attractive for young people. Therefore, from the perspective of ** and young people's audiences, there is nothing wrong with its 'more ideal' advertising slogan. "To be honest, after seeing the advertising slogan of the C10 new car pre-sale and Zhu Jiangming's release of the pre-sale price information of the new car, my personal first reaction and intuitive feeling are as above. In this context of the global economic situation is not optimistic, the people generally make money and the consumption is downgraded, Leap C10 can achieve half of the ideal **, giving consumers the same ideal or even better product experience. The mass line rural areas surround the city, as long as the production capacity and quality control do not keep up with the chain, the explosion is basically stable! As an early batch of ideal L7 car owners, as well as a long-term concern about Leap, but once biased (Leaprun's initial marketing style, as well as the S01's poor ** and user reputation), after seeing the actual results of Leap in the past two years, I was really surprised by it.

The Leapmotor C10 has an interior that is comparable to that of the Ideal L series.

This can't help but make people sigh - NIO has no future, and zero running has become a leader. NIO has burned so much money and invested tens of billions of dollars to build and market the so-called high-quality brands and product personalities, and the more it goes on, it will only be slapped in the face by more players like Leap who "emphasize equal rights in science and technology and do not play cards according to common sense". It's not that Weilai's brand and products have no bright spots and moats, it can only be said that under the offensive of the new forces of Leap, the ideal price of three or four hundred thousand yuan is still more and more compared to "no price-to-price ratio" at all, not to mention that the brand premium is much higher than the ideal Weilai. For younger consumers in the future, whether it is NIO Ideal Xiaopeng or Leap, it is essentially opposed to BBA and other traditional heroes, and they all belong to new forces and new brands without deep brand roots and history. Let's ask, when the size level, space configuration, and intelligence level of Leapmotor C10 are similar to the ideal Xpeng NIO in the same level, or even slightly better in some dimensions; Half**, or even less than half**, how will the majority of young consumers who have not enough money bags judge and choose? !

In fact, it is just a practical example of Letu's classmates, one is Lao Lu, a neighbor who plays well in the community (a self-employed entrepreneur born after 85), who raised a Leap C11 on May Day in 2022 (it was still close to 200,000 at that time);

Then around the National Day last year, the eldest son of the post-00s of the proprietress of the Furong Xingsheng store at the entrance of the community also mentioned a C11 (about 160,000 landing).

Lao Lu didn't need to say much, what he valued at that time was the ultra-high price-to-price ratio of Leap C11 at the same level, and the young man born in the 00s actually chose the new brand of Leap, which is very revealing.

It should be emphasized that we do not think that the emergence of Leapmotor C10 will attract or cause much impact on the same level products of Ideal Xpeng Weilai in the short and medium term, but in the long run, invisible pressure will inevitably be transmitted layer by layer. Including the ideal L series, which has a very strong sales momentum, the pressure of the next terminal price reduction will only increase. The ideal discount is greater, and the product power and price-to-price ratio of subsequent iterations and upgrades are higher, and NIO Xpeng will naturally be under greater pressure and impact.

Of course, in the short and medium term, the ideal sales base has jumped to the level of three or four hundred thousand units, and there is a high probability that it will challenge six or seven hundred thousand units in 2024 (it is foreseeable to jump over the annual sales mark of 500,000 units, and it will be on L6 this year), so there is no suspense in continuing to lead the new forces. However, due to the overall brand positioning and price point, Leaprun is more close to the people, and the consumer group in the price range of 10-250,000 yuan is naturally wider in theory, so the follow-up sales growth trend and potential of Leap should not be underestimated. In the long run, Leap's mainstream mass positioning, target market capacity and plates are undoubtedly much larger than Wei Xiaoli. So the time dimension is pulled a little bit more in the long runFor example, in three or five years, zero running to leading, is by no means a fantasy. No matter what the final outcome of the competition and knockout between domestic fuel vehicles and new energy vehicles, traditional car companies and new forces in the next one or two years, or even three or five years, is the final outcome of the competition and knockout round, at least at this juncture: the once inconspicuous and unpopular Zero Run has indeed completed a very rare and amazing transformation!

Four years ago, S01 debuted very unpopularly, and Zhu Jiangming, a zero-run runner.

From this point of view, Zhu Jiang is really very skilled. Not only in the matter of building cars, but also in terms of comprehensive dimensions such as employment and financing, for a long time in the past, the outside world and even most people in the industry have seriously underestimated and underestimated him.

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