Since January, Zeekr, Galaxy, Tesla, Star Era, Ideal, Xpeng, and Tesla have lowered prices or prices. After the end of the year, BYD also began to enlarge the move, the new year, the car circle on one word, volume, now many people know that this is the consensus, the idea of consumers: I know you are very rolled, but not enough volume.The new energy blood war of 100,000 has begun.
On February 19th, BYD took the lead in throwing out a "king bomb": the Qin plus glory version of Dynasty Network was officially launched, with an official guide price of 7From 980,000 yuan.
Changan Automobile, Nezha Automobile, Beijing Hyundai, SAIC-GM and other car companies have joined the battle and collectively announced a number of models to reduce prices. Five car companies have started a first-class war, and the "smell of gunpowder" is full.
Properly stimulated consumption, and a bunch of old cars were mainly stabbed in the back, because the price was greatly reduced as soon as the car was purchased.
You must know that the A-class sedan market has the largest user base, and it is also the new energy segment with the largest sales volume in 2023.
The start of the year's first battle of A-class new energy sedans basically indicates the competitive situation of this year's auto market.
In my opinion, rolling up like this is just a symptom of the competition among car companies. The deep reason behind all this lies in the economic downturn + the wave of substitution of new energy vehicles for fuel vehicles + the bottleneck period of technology development, and the collapse of the value system under the superposition of these three factors.
Did you notice? After BYD hit the king bomb, those who dare to compete are actually old drivers, Chang'an, Wuling, Hyundai, the next one who dares to take over should be Geely, as for the new forces, there may be strategic considerations, will not easily follow the trend, Tesla is variable, this fish is very catfish.
This is still the funniest modern Elantra, slapping a swollen face and shouting the slogan "oil is stronger than electricity".
This time the curtain of the battle is the plug-in hybrid model, the plug-in hybrid model cut away not only the cake of pure electric models, but also the market share of traditional fuel vehicles. Prior to this, the main market segment for plug-in hybrid models was the mid-range segment. Judging from the statistics of the Passenger Association, the core main models of passenger cars in the country are concentrated in 50,000-150,000 yuan, and traditional fuel vehicles account for the highest proportion in this major market.
Behind the "involution" price reduction of car companies, it is inseparable from the decline in battery costs, and the sharp price reduction of raw materials has directly lowered the production cost of the whole vehicle.
Compared with the peak of lithium carbonate** soared to nearly 600,000 tons, it has now fallen to less than 100,000 yuan, which is also a direct factor in the price reduction of car companies. Founder ** has made calculations, taking the standard version of the BYD seal model as an example, when the lithium carbonate ** drops from 500,000 tons to 100,000 tons, the bicycle will release 0930,000 yuan cost space.
Whether it is fuel or new energy, the speed at which third- and fourth-tier brands are integrated will only get faster and faster. Personally, I think the most affected is pure electric vehicles, and the 70,000-level BYD Seagull and Wuling Binguo will be directly stunned. Pure electric car down a wave **, I think it is very necessary, 998 Volkswagen ID3 and Aion AION Y, 898 Buick Micro Blue 6 and Baojun Yunduo, who doesn't want it?
This year, the smell of gunpowder in China's auto market will undoubtedly be stronger, and friends who are determined to buy fuel vehicles may wish to wait. February** Dynamic Incentive Program