Xpeng's sales plummeted in January, what is the reason?
On February 1, 2024, Xpeng Motors (hereinafter referred to as "Xpeng") released its sales data for January. In January, Xpeng delivered only 8,250 vehicles, a sharp drop of 59% month-on-month compared with the sales of more than 20,000 vehicles in December, becoming the car company with the largest month-on-month decline among the new forces that announced sales in January.
Perhaps anticipating that this report card was "not glorious", He Xiaopeng indirectly interpreted the sluggish sales of Xiaopeng in January in a Weibo post on January 31. It said,In January, there was an actual backlog of orders for more than 10,000 Xpeng X9, which even indirectly affected the ** of G9.
This means that Xiaopeng's sluggish sales in January are not due to problems on the demand side, but because the production capacity side has not kept up, which is basically close to Fangdezhi's previous inference.
The orders for the Xpeng X9 launched on January 1 are still hot, but Xpeng has not kept up with the production side and delayed the delivery of the X9; The X9's emergency production schedule has affected the production of other models (Xpeng X9 and Xpeng G9 have common parts, and the ** chain is not sufficient, resulting in a decrease in the production of other models), which led to the sluggish sales of Xpeng throughout January.
At the same time, He Xiaopeng clearly emphasizedRecently, the core stuck point problem of X9 has been solved, and we will work overtime during the Spring Festival to quickly increase production capacity. This also means that Xpeng's sales will return to "normal levels" in February.
It is worth noting that although Xpeng's sales in January fell by 59% month-on-month, butThe delivery volume of Xpeng X9 has reached 2,478 units, which has actually reached the first place in the high-end pure electric MPV market. In December 2023, in the pure electric MPV market, the sales volume of the Zeekr 009 will be 2,310 units, and the pure electric version of the VOYAH Dreamer will be less than 500 units.
In addition, Xpeng X9 still continues the consistent "tradition" of Xpeng, and the proportion of people who choose to adapt to high-end intelligent driving (MAX version) is close to 70%.
This also directly shows that intelligent driving is gradually becoming the first element for users to choose Xiaopeng.