"Yu Dazui" becomes "Yu Xiaozui".
Author: Qin Zhangyong, Wang LeiIn the first month of 2024, the monthly sales crown of the new force that has been ideal for a long time was snatched away.
The new sales champion is Wenjie Automobile, the opponent that Li Xiang is most worried about.
In January, the ideal delivery volume was althoughA year-on-year increase of 1058% to 31,165 vehicles, but the stamina of the question is more fierce, and it continues to be in full swing near the end of the year, with a month-on-month increase of 3476% to32,973 units
Although the lead is less than 2,000 units, the greater significance is that the ideal of the first round in 2024 will fall behind, and the close hand-to-hand combat between the two will be more intense in the future.
We have predicted before that there will be a battle between Ideal and Huawei, and even within Ideal Auto, there is a consensus:This year is the main battlefield between Ideal and Huawei
Li Xiang himself regards Huawei's management model as a guideline, and Li Auto is implementing "learning from Huawei" up and down.
Now that the storm is coming, the fight between the two has officially begun.
"Yu Dazui" becomes "Yu Xiaozui".
The 32,973 vehicles delivered in January are not the limit of the end market.
At present, the new M7 has exceeded 140,000 units, which means that the more than 30,000 units delivered in January are only backlogs. Next, with the increase in the production capacity of the Cialis factory, the sales data of the new M7 and Wenjie will be further refreshed.
In contrast, Ideal has already started a wave of discounts in January**, with a range of 3 discounts for different models30,000-360,000 yuan, and 10,000 yuan for Shanghai subsidy. The ideal sales side said that it was to cope with the competition of BBA, and the real reason for it is only known to them.
Whether it is explosive power or staying power, the momentum of the question is more sufficient.
Under the Wenjie automotive product system, the new M7 is still the main forceA total of 31,253 new vehicles were delivered in a single month, exceeding 30,000 for the first time
Even though the sales volume of the new domestic car companies has not been fully announced, Wenjie has already announced that it has won the monthly sales championship, because the ideal car with the most strength to compete with it has already released data.
After the announcement of the delivery volume, Yu Chengdong, CEO of Huawei Device BG and chairman of Che BU, posted on Weibo that he underestimated the popularity of smart cars.
Yu Dazui has become "Yu Xiaozui", and the next focus is to work with partners to ensure high-quality delivery and deliver more new cars to consumers.
This self-deprecation is really Versailles.
Some netizens ridiculed, "The big mouth is still too low-key, and this year the small mouth will become the xxxxxl big mouth", "medium mouth, big mouth, super big mouth".
According to Late Auto, the annual sales target of AITO in 2024 is 600,000 units, and the above sales target has been communicated to upstream **chain manufacturers, which meansThe average sales volume for the next month will exceed 50,000 units
In addition to the new M7, there are also M5 and flagship SUV M9 on sale, and Wenjie will also plan to launch and mass produce M8, when the product line will increase to 4 models, from the perspective of product positioning, M8 will also be a volume model.
Both Huawei and Celis said that their joint business goal is to achieve the production and sales of new energy vehicles by 20261,000,000 units
In addition to the highly anticipated new flagship SUV Ideal MEGA, there are also new members of the L series, the Ideal L6, and three high-voltage pure electric models that will be launched in the second half of the year.
Ideal L6 can be said to be the absolute sales responsibility,** will not only drop to less than 300,000, but even touch the bottom line of 250,000, once this car is launched, it will most likely become the highest selling model in the L series.
In 2024, the ideal sales target is 800,000 units, and judging from this figure, the development potential of the ideal is also huge.
In addition, in the face of Huawei's opponent, the ideal posture has always been very low, Li Xiang said during the financial report meeting last year that in the face of Huawei, the management of Li Auto has a unified cognition:
YesLearning, 20%.It is a sign of respect, zeroGrumble.
As a start-up, we are still very admired and excited to meet such a model who has made nearly one trillion dollars of revenue when we enter the scale of 100 billion revenue, which is our true mentality. ”
In November last year, Li Xiang's attitude can also be seen in the "AEB dispute" between Huawei and Xiaopeng, "If you don't quarrel with Huawei, you can't quarrel." ”
Therefore, the roles of Li Auto and Wenjie Auto are very delicate, Huawei is the leader of technology companies, and Ideal is the new force with the highest sales volume in the past year and the most nourishing operation, but from the perspective of market value and brand precipitation, the latter is obviously inferior to Huawei.
When Huawei enters the automotive industry, it is exciting to see what kind of chemical reaction the two will have.
It's better to extend the range
From the green and yellow not to become the sales champion, the world is only usedFour monthstime.
You must know that even among the new forces of car manufacturing, Wenjie is also a young brand, and it has become the sales champion in a short period of time, not only because of the "Huawei effect", but also because of the bet on the right product route.
Looking back, one of the reasons why Ideal and Question have shined is that both focus on range-extender hybrid technology.
The extended-range hybrid system, simply put, is that in order to increase the range, the pure electric vehicle directly adds an engine of the internal combustion engine to charge the power battery, and then drives the motor to increase the mileage of the vehicle, which is equivalent toAn external power bank is connected
It is precisely because there is an "external charging treasure" that the battery life of the extended-range vehicle can easily exceed 1000 kilometers, so that "will the battery life be anxious when the battery life reaches 1000 kilometers" has become a false proposition, because where there is a gas station, you can replenish energy.
Yu Chengdong also publicly said that the charging pile is not perfect now, and the range extender is the best solution in the current new energy market, and he also specifically mentioned the ideal, saying that he is grateful to the ideal for driving the further development of the range extender, which also made Li Xiang specially praised.
From the consumer's point of view, although the comprehensive fuel economy performance of the extended-range hybrid model is not as good as that of the dual-motor series-parallel hybrid, the gap is not large enough to influence the purchase decision.
The most important thing is to satisfy the user".Both and more"Psychology.
The structure of the extended-range model is simple, because the engine does not participate in the drive, so there is no complex gearbox, and the R&D cost and manufacturing cost of the car company are lower, so it will have more advantages in terms of price and configuration. And the simple structure will also make the failure rate lower, and the later repair and maintenance will be more worry-free.
* Cheap, not low configuration, worry-free maintenance, and most importantly, both oil and electricity, these advantages are enough. As for whether the technology is lagging behind, it can be implemented is what consumers like to see the most.
After all, buying a car is not a mathematical problem compared to numbers, nor is it an analytical problem for the comparison of technical parameters, but to start withWith the car scene andDeparture with car needsThe right fit is the best.
Under the premise that the current pure electric vehicle technology still has the pain points of energy replenishment and battery life, it is necessary for the extended-range vehicle to exist as a transitional technology.
At the very least, consumers will pay, and quite positively, justify their existence.
Sales volume is the best proof, in January, the main range of car companies, most of the good results, such as Wenjie, ideal, dark blue, zero run, are in the forefront of the list of new forces in January.
For example,Deep Blue delivered 17,042 units in January, beating Weilai and Xiaopeng, ranking fourth in the sales list of new forces in JanuaryLeapmotor also delivered 12,277 vehiclesAlthough there is a big gap with the world and ideals, this achievement is not low among the new forces.
After-effects of the year-end impulse
Finally, let's take a look at how other car companies sold in the first month of the year.
BYD continues to dominate the position of the domestic new energy boss with monthly sales of 200,000 units, Geely New Energy also won a record high, and the Great Wall is also in a hurry, with a 300% surge in new energy models.
BYD sold in January201493 cars, a year-on-year increase of 3314%, specifically, BYD Dynasty and Ocean Network sold a total of 185096 vehicles, a year-on-year increase of 288%；DENZA Auto sold 9,068, a year-on-year increase of 408%。
In addition, the U8, which has already entered the million-dollar club in terms of price, was delivered in January1652 cars, You must know that this domestic car that can be sold for more than one million, one of the top ten of BYD, these 1,653 can make BYD directly account for more than 1.5 billion yuan. In addition, the sales of the high-end Equation Leopard have also been reached5203 units
Geely New Energy sold 65,826 vehicles in January, a year-on-year increase of more than 591% and a month-on-month increase of more than 14%, once again setting a new record for Geely New Energy. Moreover, Geely's total sales reached 213478 units, a year-on-year increase of 110%.
Among them, ZEEKR has become the leader of Geely's system sales this time12,537 units were sold, a year-on-year increase of more than 302%. The previously unpromising Geely Geometry series also delivered 20,722 vehicles in January, a year-on-year increase of about 256%; Geely Galaxy's sales are also good, reaching 19,223 units, and it continues to climb.
NIO and XPeng were affected by the year-end impulse in January, and their sales declined, with NIO performing better, delivering 10,055 vehicles. A year-on-year increase of 182%, down 44% month-on-month.
Xiaopeng is more miserable, with a total of 8,250 vehicles delivered in January, a year-on-year increase of 58%, and a month-on-month reduction of nearly 60%.
What's interesting is that Nezha Automobile, which should have been in the off-season, showed signs of contrarian growthIn January, 10,032 vehicles were deliveredAmong them, 2,821 units were sold overseas. You must know that in December last year, Nezha Automobile delivered only 5,135 vehicles, and in January, on this basis, it achieved a significant increase month-on-month.
In addition, the results of the first month of the remaining car companies were mostly not good, and VOYAH delivered new cars in January7041 units, at the end of the year, it just broke 10,000, and the prototype was returned. Zhiji Automobile was delivered in January5305 units, almost halved from the previous month.
Most car companies were affected by the impulse overdraft at the end of the year, and their sales performance in the first month was generally not good. But it is not difficult to see that the pattern of rivers and lakes is quietly changing, and the question and ideal are obvious examples, and Geely Automobile has also begun to fire on its full power.
However, 2024 has just begun, and the more brutal competition is yet to come.