20,538 units - this is the report card handed over by SAIC Volkswagen New Energy in December 2023, which can be said to be more satisfactory than the traditional new forces, NIO and Xpeng, and it is not an exaggeration to call them joint venture new forces.
Among them, the large single product ID3Since its launch, the cumulative sales volume has exceeded 100,000+ units, and in 2023, it will rank first in the sales of joint venture pure electric vehicles and A-class hatchbacks. In 2023, SAIC Volkswagen will launch its name with ID3 is the key anchor, idThe family has sold more than 10,000 for 6 consecutive months, and the annual sales are 10970,000 units, with cumulative sales of more than 220,000 units, far ahead in the joint venture pure electric market. As of December, ID3Sales have achieved month-on-month growth for five consecutive months, and the annual sales volume has increased by 215% year-on-year.
And it is foreseeable that in 2024, SAIC Volkswagen IDIt can be said that it is easy for the family to break through the key node of 20,000 monthly sales. In 2024, SAIC Volkswagen's IDThe family lineup will continue to expand.
In addition to the launch of ID3 2024 model, IDThe 4 x 2024 model brings a new mix of configurations outside of the entire IDThere will also be two new products in the family. One is the upcoming IDthe next production version, which is a mid-level pure electric sedan; In addition, the ID., an electric MPV model, has attracted a lot of attentionThe Buzz is also expected to be imported by SAIC Volkswagen within the year. At the same time, id3、id.4 x、id.The 6 x will also continue to be upgraded, and its competitiveness will be further enhanced.
In terms of cumulative sales performance, SAIC Volkswagen IDThe sales volume of the series has exceeded 220,000 units. id.It only took two years for the family to enter the market in 2021 and then to enter the first echelon of the new energy market in 2023.
In the Chinese electric vehicle market, says IDIn fact, it is of little significance for the family to maintain the first joint venture in a row, for IDAs far as the family is concerned, the biggest breakthrough is that it has entered the real first echelon in the electric vehicle market. Horizontally, in the entire market, there are very few car companies (single brands) that can achieve annual sales of more than 200,000 in the pure electric vehicle market. According to sales data, companies with more than 200,000 pure electric vehicle sales in 2023 include a few car companies such as BYD, Tesla, SAIC-GM-Wuling, and Aion.
Among the new power car companies with the largest number of topics, excluding the current ideal of only selling range extension products, the annual sales of Xpeng, Weilai, Nezha, and Wenjie have not yet exceeded 200,000 units. In this way, SAIC Volkswagen IDThe significance of the family being able to enter the first echelon of the electric vehicle market is very straightforward:
That.
First, Volkswagen's electric vehicles still have market appeal, and it is a false proposition that joint venture brands cannot do electric vehicles;
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Second, SAIC Volkswagen has entered a new stage in terms of market response speed and decision-making speed, which are the two most positive signals for SAIC Volkswagen's transformation;
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Third, the joint venture electric vehicle still has its own advantages, and enterprises should be good at exploring and cultivating.
SAIC Volkswagen's successful breakthrough in electric vehicles lies in the word "change". In July 2023, SAIC Volkswagen changed from ID3. At the beginning of the year, the electric vehicle terminal ** was adjusted. At that time, the management made the decision to "temporarily sacrifice part of the profits" under pressure, so that consumers could be the first to experience the product with a more affordable **, and then gain more user trust and market share.
Now, id3. It has become the "first choice for 120,000-level pure electric vehicles", and the market popularity is still improving. In addition, the current IDThe user's recommendation rate is higher than 25%, which means that every 100 users can help SAIC Volkswagen recommend 25 transactions. This proves the correctness of the strategy at that time, and also proves that the reputation of Volkswagen's electric vehicles after use is at the forefront of the industry.
And with ID3. As a breakthrough, this has fully empowered SAIC Volkswagen's brand influence and market share in the new energy market, and also made it more possible to operate flexibly in the market. It's like playing chess, one step at a time and one thing at a time.
SAIC Volkswagen was the first to change the pricing model and market competition model of the joint venture in China, and it was not easy to find a new path outside the fuel vehicle market. But this is only a small part of what SAIC Volkswagen has changed in China and in the new energy market.
In the current new energy market, the core word is "volume", and the Internet-style play has been copied to the car, and the early stage is to expand the market share by temporarily sacrificing profits. Under this kind of competition, the consistent business principles of traditional car companies have been impacted. In the face of these new changes, SAIC Volkswagen's senior management pointed out that the company "should not only focus on the immediate gains and losses, but also think about the future way out of the joint venture".
This year, SAIC Volkswagen has set off a series of reforms, which cover organizational models, R&D models, product strategies, user service models, etc., to promote the rapid transformation of the enterprise.
In 2023, SAIC Volkswagen promoted the transformation of the Anting base, readjusted the production layout, and upgraded the MEB project in Changsha. SAIC Volkswagen draws the best technology and talents from both shareholders to create a "new take-it-or-leave-it" doctrine with strong support. For example, this year, SAIC Volkswagen has established a PHEV strategy, which will be developed in full accordance with local needs, matching large batteries and reducing costs, and the technology will be launched in 2025.
In addition, in order to accurately understand the rapid consumption rhythm of the Chinese market, SAIC Volkswagen has established a new VLE organizational model, focusing on efficiency and focusing on the needs of Chinese users.
At present, lithium carbonate and other core battery raw materials** have been reduced to less than 100,000 tons, and in 2024, SAIC Volkswagen will reap positive cyclical growth in terms of cost control and market feedback. With the continuous empowerment of SAIC and Volkswagen in the future, SAIC Volkswagen's transformation will also enter the acceleration mode. 2025 is a key year for the formation of the electric vehicle pattern, and before that, SAIC Volkswagen will continue to run, continue to accumulate, accumulate steadily, and enter the decisive battle with the strongest attitude.