The past 2023 is the year of the explosion of new energy MPVs, including Denza D9, VOYAH Dreamer, WEY Blue Mountain, ZEEKR 009, Xpeng X9, Trumpchi E8, Ruifeng RF8 and Trumpchi E9 and other independent MPVs have launched a round of impact on traditional fuel MPVs, making the entire MPV market lively.
Under the interweaving of old and new forces, the MPV market segment has become very lively, especially after the unprecedented success of the DENZA D9, which has made the successors eager to try, and everyone expects to replicate the success of the DENZA D9.
However, judging from the MPV sales data in January 2024, there is a big gap between the actual situation and the expectations of major car companies.
The direct manifestation of this is still the Denza D9, which sold 8,360 units in January. As for the above-mentioned domestic new energy MPVs, the sales of the VOYAH Dreamer and Trumpchi E8 are more than 3,000 units, the sales volume of Xpeng X9 is more than 2,000 units, the sales volume of Trumpchi E9 and Wei brand Gaoshan is more than 1,000 units, and the sales of the remaining models are mostly in triple digits.
In other words, the domestic new energy MPV is on the market, which seems to be very lively, but at present, there is only one Denza D9 that can be talked about successfully.
What's more interesting is that the success of the DENZA D9 actually depends mainly on the DM-i version of the model, because the EV version of the model basically has no sense of existence.
Looking at the data, sales of the Denza D9 DM-i reached 8,030 units in January, compared to only 330 units of the EV model. In proportion, the DM-i version accounts for 96% of the total sales of the DENZA D9, i.e. for every 100 DENZA D9 units sold, 96 units are DM-i hybrid versions, and only 4 units are pure electric versions.
This also explains why the monthly sales of ZEEKR 009, which costs more than 500,000 yuan, are only 704 units, and the high-end pure electric MPV has no successful breakthrough cases at present.
Under the "round bombardment" of domestic new energy MPVs, traditional fuel MPVs are really inadequate. No, Buick GL8, which has always been at the top of the mid-to-high-end MPV sales list, is now in decline, with sales of only 4,989 units in January, not to mention being surpassed by Denza D9, and even FAW Toyota Grevia's 5,368 unit sales can't be compared.
However, it is not difficult to find that the recent sales of Buick GL8 are only 3,531 units in December last year, showing a downward trend from the continuous sales of more than 10,000 units in October, but it began to reach 4,989 units in January this year.
It can be predicted from this that Buick GL8 may have taken into account the inventory and sales situation in the fourth quarter, and after adjustment, it is expected to enter the sales track at the beginning of 2024.
In addition to the Buick GL8, Toyota Sena and Grevia performed remarkably, with a combined sales of 12,344 units, which actually surpassed the first-ranked Denza D9. You must know that Sena and Grevia belong to a typical "one car, two sales" strategy, similar to Lei Ling and Corolla, regardless of whether you buy Sena or Grevia, the money goes into Toyota's hands. And along this line of thought, it seems that Toyota is the biggest winner in the MPV market, do you say this is the truth?
In fact, it is not difficult to understand that Sena and Grevia are selling well, although they are on the blue plate, but because they are equipped with Toyota THS hybrid system, the fuel consumption of such a large car is only about 5L per 100 kilometers, which is the fuel consumption of many domestic plug-in hybrid MPVs. In addition, the Seina and Grevia are now sold at a low price, and the space utilization rate is as good as ever, which makes the two cars stand tall in the impact of domestic new energy MPVs.
Conclusion] Judging from the recent news of 2024 new cars released by major car companies, more new energy MPVs will enter the market, which will make the competition in the MPV segment more intense. At that time, whether the order of the market will change, let's wait and see.