The month is special, but the ending is not unexpected.
This year's February is very special, there is a Spring Festival holiday in the middle. Not only will this reduce the time to sell cars by a week, but at the same time, the pace of sales will also be affected. After all, no one wants to sell a car well before the year, and the year after the year will also go through a "start-up period".
This February, it passed in such a hurry.
Therefore, when it was just March, when the monthly sales should have been released, the usual excitement was lost. Some speak in a low-key voice, while others even choose to hide.
In fact, the more horses are together, the more you can see who is Maxima.
The truth of "the strong will always be strong" was even more true in February.
BYD sold 122311 units in February, a month-on-month decline, but it still ranks first on the new energy list. After the Spring Festival, BYD took the lead in attacking, wielding a machete, and directly provoked a "** war".
Qin plus and destroyer 05 took the lead and launched the "Glory Edition", and the guide price ranged from 20,000 yuan. Looking back, in 2023, BYD will launch the "Champion Edition", and in 2024, it will enter the market with the "Glory Edition", but the ** battle is more ruthless.
Moreover, we had already predicted at that time that Qin plus was the "first shot", and in the future, other BYD models will follow. Sure enough, Han, Tang, Song, and many models of Ocean Network have launched the Glory Edition, and they have all lowered their guide prices.
BYD's price reduction action has affected the whole body, whether it is independent or joint venture, it has already responded. The price adjustment is adjusted, and the update is updated.
Wenjie sold 21,142 vehicles in February, winning the new force delivery championship for a second time.
Among them, the performance of **M7 is still eye-catching, with 18,479 units delivered in the month, and the cumulative delivery has exceeded 100,000 units. Who would have thought that Wenjie could really rely on a "hot product" to reverse the downward trend and turn to the list of new forces.
The stamina of the question industry should not be underestimated, because the delivery of the M9 will also be accelerated. At present, the information I have seen is that the cumulative number of vehicles in the 62 days of the launch of the M9 has exceeded 50,000, and even on the day of the Lantern Festival, the car has been locked for more than 1,500 vehicles.
Ideal sold 20,251 units in February, slightly inferior to Wenjie. However, the strength of breaking 20,000 in the "dry period" has distanced the ideal from Weilai and Xiaopeng.
On March 1, the ideal MEGA was launched, selling only one car at a price of 55980,000 yuan. Observe for another month, whether MEGA is hot or not, there will be a clear answer.
The degree of discussion of mega actually hides one thing. At the same time, the Ideal L series was all renewed, and the upgrade intensity was acceptable.
Whether it is to defend the world, or to continue to consolidate the competitive advantage against other new forces, the practice of the Ideal L series often thinking about updating shows that it is always vigilant internally, and has been prepared for the more volatile 2024.
The knockout rounds are getting more and more intense, and there is one situation that is more obvious. It is not the new forces that really support the new energy market, but the traditional manufacturers.
In particular, Gaohe entered the ICU, and Apple also announced the cancellation of car manufacturing, and those who can continue to play cards on the table have to rely on large groups.
Therefore, the traditional large factories should not be underestimated. When it comes to protracted warfare, they have more experience, and their sales in February have also been demonstrated.
Changan Deep Blue, sold 9,994 units in February. It's very interesting, the brand of dark blue, the action of change is very fast. The market judged that the extended range was easy to sell and easy to sink, and the cost was more controllable, so the extended range version was launched very early; After the Spring Festival, following up on the ** battle, Deep Blue was also quite active, and launched the Glory Edition on SL03 and S7, giving a limited-time discount of 10,000 yuan on **.
GAC Aion is also a new energy brand incubated by traditional car companies. Of course, it is not a new brand anymore, it is already a veteran of the battlefield. In February, Aion sold 16,676 vehicles, judging from the list, second only to Wenjie and Ideal.
But it should be noted that Aion slipped from above, and it used to be in the same camp as BYD and Tesla, but now the situation is a little difficult. There are many reasons for the analysis, Aion relied too much on the online car-hailing market before, but it was easy to be saturated, so it was powerless.
Geely Automobile sold 33,508 new energy vehicles in February, including 9,120 units of the Galaxy series, 10,514 units of Geometry, 7,510 units of Zeekr, and 6,200 units of Lynk & Co.
The Galaxy series, worth observing, has sold more than 110,000 units since its first year of release. The core play is still a "fast" word, and 650 offline stores have been built, and there are 3 models on sale. "* War" is also following up quickly, Galaxy L6 and L7 launched the Dragon version, ** has been explored.
In 2024, ZEEKR should be more confident, because it has finally waited for product reinforcements. ZEEKR 007 has been listed a year ago, and the starting price is 20990,000 yuan; **ZEEKR 001 has also appeared, with no price increase, and the starting price is 2690,000 yuan. It is equivalent to reorganizing the product layout of 20-300,000 yuan, and in the face of a bit of a "volume" in 2024, ZEEKR is working hard to adjust the course.
2024 will be another year full of trials. The river flows slowly, seeing more cold and warm, and the new forces feel it more deeply.
mentioned Gaohe again, this wave of shutdown and shutdown, on the one hand, shattered the previous halo of new forces, and on the other hand, it also sounded the alarm for other new forces. Suddenly, the disembarkation was only in progress, but it was never easy to sit back and relax.
In February, NIO sold 8,132 units, but it did not break 10,000. This year, the most tricky thing in front of NIO is that "there are no new cars on the market throughout the year". The recently announced 2024 refresh plan for all models is only an upgrade of the 8295 chip. It seems that the upgrade efforts are limited. So, how to get through this year, at least not lose on the field, is really a problem.
Xpeng sold 4,545 units in February, highlighting the delivery of 1,448 units of the Xpeng X9. Is a pure electric MPV an outlet? It's hard to say, but it can always contribute to the increment, so you might as well grab it. It is reported that Xpeng X9 has delivered nearly 4,000 vehicles, and the delivery speed will be accelerated in the future. Xiaopeng G6 seems to be a little dumb, the biggest problem is that the competing products are too dense, and the ** battle is also very fierce.
Leap sold 6,566 units in February, with average results. However, Leapmotor recently launched a new car, namely Leapmotor C10, which is positioned as a medium-sized SUV, which is very similar to the ideal L7, with pure electric and extended range, and the main "half-price ideal L7". After all, the starting price is 12880,000, and to the top configuration of 160,000, lidar and 8295 chips are available, and the stamina is still worth looking forward to.
In February, Nezha sold 6,085 units. Recently, Nezha's ** environment is a bit bad. is always led by the rhythm, saying that after Gaohe, the most likely problem is Nezha Automobile. Nezha's cards are currently limited. It is reported that Nezha L will be launched in April and can be delivered quickly. Sales are going to go any further, and this car will make or break it.
It's just that the automobile market is really too volatile, and there can be no shortcomings in products, channels, and services, otherwise it is easy to be forgotten.
February has passed, pack up your mentality, and welcome the eventful years ahead.
In this market, there are not many victorious generals, and there is no such thing as going ashore forever. Constantly adjusting the direction, just so as not to be abandoned by the times.
The author of this article is Kick Car Gang Xibei.