The first month of 2024 ended like this, and on the first day of February, car companies successively announced the first report cards of the new year.
But this year's report card seems to have a lot to look at. The sales crown changed hands, the ideal price reduction was ineffective, and Xiaopeng was miserably ...... the bottomFor major car companies, the start of 2024 does not seem to be going well.
In the past, the pattern of the new force "Wei Xiaoli" leading was very stable, but with more and more entrants, the pattern of the market is also quietly changing. And in the first month of this year, the pattern of the new forces has changed dramatically.
In January this year, Wenjie delivered 32,973 new cars, surpassing the ideal 31,165 vehicles, and won the monthly sales championship of the new force for the first time. For this achievement, Yu Chengdong was very excited, saying that his estimate of the popularity of the smart car was conservative, and "Yu Dazui" directly became "Yu Xiaozui".
Winning the championship in the world is undoubtedly a blow to the ideal. It is worth noting that this time, 31,253 units were delivered with a single model of the new M7, which directly overturned the entire ideal system.
Not long ago, Ideal had a big price reduction for all models, but the effect did not seem to be ideal, and it failed to maintain the name of the first brother of the new force.
And Li Xiang also said that the old Wenjie M7 almost disabled the ideal ONE, and now the emergence of the new M7 has disabled the entire ideal system. What Li wanted to worry about back then finally happened. Next, with the stable delivery of the M9 and the launch of the M5 facelift, the monthly sales of the M9 may be stable at 50,000 and the annual sales target of 600,000 after the year.
After 24 years of competition between Ideal and Wenjie, I am afraid that it will become more intense.
The world is still immersed in the joy of winning the championship, but other new power brands over there are holding a "miserable conference".
In addition to Wenjie, AVATR and Nezha, other new power brands have seen a month-on-month decline.
ZEEKR delivered 12,537 new cars in January, down 7% month-on-month. Compared with other car companies, the month-on-month decline of ZEEKR is not large. And since July last year, ZEEKR has maintained a sales level of 10,000 units. At the beginning of the year, ZEEKR 007 was delivered, and now Dading has exceeded 250,000 units. If there is no problem with production capacity, 007 should be able to become the new sales leader of ZEEKR.
Both Leap and NIO have entered the 10,000 club. Leapmotor sold 12,277 vehicles in January, down 34% month-on-month06%。At present, the number of reservations for Leapmotor C10 has exceeded 23,500 units, and if the conversion rate is high enough, the follow-up sales of Leapmotor should increase. NIO sold 10,055 vehicles in January, down 44% month-on-month18%。In 24 years, NIO will carry out an annual facelift of a number of models, and at the same time launch a second brand. It remains to be seen whether its sales will increase steadily.
But the worst of them is Xiaopeng. Xpeng delivered a total of 8,250 new vehicles in January, a far cry from the impressive monthly sales of more than 20,000 at the end of last year. Xiaopeng, which used to be on an equal footing with the ideal Weilai, is now at the bottom. However, fortunately, Xpeng X9 delivered 2,478 units, and Xpeng officials also said that Xpeng had a backlog of tens of thousands of X9 orders in January, and it will work overtime during the Spring Festival to quickly increase production capacity to ensure delivery. Next, it's time to see the real chapter in sales.
It can be seen that the sales crown has changed hands, sales have declined, and most car companies have not been happy in the first battle of the year.
According to the data released by the Passenger Car Association a few days ago, as of January 28, the penetration rate of new energy vehicles in January was 349%, not only fell below the long-term penetration rate of more than 35% last year, compared with 40 in December last year2% is a drop of more than 5 percentage points.
So the problem that we can't ignore is that the growth of the new energy vehicle market in 24 years is hitting a bottleneck. With the entry of new players, in the new year, the market competition will only be more intense, the speed of survival of the fittest will only be faster, and the first battle will still be the main theme, and the involution will be more serious.
For car companies, it is indeed full of infinite challenges on the road to maintaining their existing share and making every effort to lay out 2024.