After achieving 100 billion revenue and 10 billion profits, the ideal stock price has plummeted?
On March 4, according to relevant data, shortly after the opening of the Hong Kong stock market, the share price of Li Auto suffered a sharp **, and once fell by more than 13% at the lowest. * Li Auto's share price was HK$160, down nearly 12%. On the same day, the value of Ideal Port evaporated by 36 billion yuan.
It is reported that the ideal ** big dive may be related to the fact that the sales of the ideal mega did not meet expectations, and the number of orders on the market still did not exceed 10,000.
According to the statistics of car blogger Sun Shaojun, the total order volume of the ideal MEGA in 72 hours is about 2800-3200, but after the announcement, many customers have not arrived at the store, and many customers who choose to wait and see think that the difference between ** and the expectation is too great** and choose to unsubscribe, accounting for 10%-15%.
There are even netizens who found that on some trading platforms, there are a large number of mega transfer orders, which can't help but remind us of the scalper orders of a certain car brand, with more than 40,000 orders for a week of pre-sale, and the order transfer ** is ranging from 2,000 yuan to 40,000 yuan. It's also worth discussing.
So far, Li has not responded to such rumors, and has not released the order data after the car is launched. This is completely different from the previous practice of announcing data immediately after the launch of other models of Ideal.
The ideal of "highway high-speed rail", which has attracted much attention since the first time, is now falling short of expectations. Although the ideal side has shown the greatest sincerity, the 800V platform, 5C Kirin battery, pure electric range of 710km, 0The ultra-low drag coefficient of 215cd is ......However, in terms of product power and market performance, everyone does not seem to be optimistic about this car, which claims to be "the No. 1 sales volume of more than 500,000 yuan regardless of energy form".
Ideal MEGA was scheduled to make its debut at the Guangzhou Auto Show on November 17 last year, and according to Ideal Data, the pre-sale orders exceeded 10,000 in less than two hours. But after that, the ideal side is to continue to delay the official delivery of MEGA, and there are rumors of "returning to the furnace and rebuilding" of the ideal. At the same time, the relatively novel body shape of the ideal mega has also been controversial since the first time, and was once called "high-speed rail" and "hearse" by netizens, which also made the reputation of the car appear significantly differentiated, and not everyone can accept this design language.
On the other hand, customers' range anxiety about pure electric vehicles can also be seen from the market response, and from the sales ranking of new power models in the Chinese market, plug-in hybrid models still occupy a dominant position relative to pure electric models.
Also as an MPV model, the Denza D9 has a plug-in hybrid version and a pure electric version, according to statistics, in January, the car sold 8,030 and 330 units respectively. As a pure electric model in the same period, the Xpeng X9 sold 2,478 units in January. At present, Ideal MEGA is still full of challenges on the road to enter the pure electric market.
At the same time, two days ago, the ideal L7 8 9 also ushered in the market, and the products of the L series models have also been greatly improved, but the price is basically the same as the old model, and the increase is not increased.
On the eve of the press conference, Li Xiang said that the number of ideal MEGA 5000 yuan small orders has far exceeded the performance of the ideal L9 in 2022 in the same period, you must know that the ideal L9 at that time exceeded 30,000 small orders within 72 hours. Although the ideal L9 is inferior to the ideal MEGA in terms of vehicle configuration and body size, compared with today's ideal MEGA, the L9 seems to be more favored by customers.
According to the ideal goal, the ideal annual sales volume will be 800,000 units this year. By the end of this year, Ideal will also achieve a product matrix of "4 extended range + 4 pure electric" to impact sales.
If Ideal MEGA, as the first pure electric product under Ideal, really fails to meet expectations, it basically means that Ideal electrification transformation has a bad start. But this may not be a bad thing, this may make the ideal have a clearer understanding of the entire market environment, so let's continue to look forward to the performance of the ideal mega, and see how the ideal side responds.