February is the off-season for sales, and both traditional car companies and new forces have seen a decline in sales. Even BYD, which sold 340,000 units a month, only sold 12 units in February20,000 new vehicles, down nearly 40% month-on-month. New power car companies such as Zeekr, Xiaopeng, and Leap have delivered more than 40% in February compared with January, and VOYAH has even fallen by about 55%.
The auto market is "falling endlessly", but the show will officially start in March.
The top three new forces are no longer Wei Xiaoli
The disintegration of "Wei Xiaoli" is the inevitable result of the rise of some car companies, and now it seems that only one car company is ideal. The new forces have been building cars for ten years, and it is remarkable that a car company can break through and stand shoulder to shoulder with traditional car companies.
In 2023, Li Auto's monthly sales will soar from less than 20,000 to 50,000, completing the counterattack of new car companies. In 2024, the ideal will fall from 50,000 to 20,000 units per month, on the one hand, due to the impact of the off-season in sales, and on the other hand, due to the intensification of market competition.
The rise of AITO Wenjie has made Li Auto feel a chill in 2024, and from January to February, the sales champions of new power car companies were all snatched by Wenjie, and Ideal immediately released the 2024 L7 8 9 and its first pure electric model MEGA, using fully upgraded products to compete with Wenjie.
The goal of Li Auto is:In March, it returned to the level of 50,000 units per monthIn this way, it is possible to deliver 100,000 vehicles in the first quarter of 2024, while the annual delivery target of the network is 800,000 units, and the remaining three quarters are under great pressure. However, Ideal is very confident that in the new energy vehicle market of more than 200,000 yuan, there will be the top three by the end of this year, and they will even occupy 70% of the market share. And ideals and questions must be among them.
The delivery volume of NIO and Xpeng has been questioned and the ideal has been thrown away for a distance, so the third car company is undoubtedly Tesla. In the camp of traditional car companies, fierce competition is also being staged.
Chery defeated BYD, Geely "Longteng" vs. BYD "Glory".
In January of this year, Geely Automobile won 21The sales figure of 30,000 units beat 2010,000 BYD, this is the first time that BYD has been overtaken by other independent brands after the counterattack, considering that in December last year, BYD in order to impact 3 million annual sales, it is possible to overdraft part of the sales, for BYD's **, everyone does not doubt it.
Surprisingly, BYD sold 1220,000 units, sales reached 14Chery, which has 30,000 vehicles, overwhelmed one end and once again missed the sales crown.
The reason why Chery was able to surpass BYD naturally relied on strong exports, with Chery exporting nearly 70,000 vehicles in January, almost twice that of BYD. However, BYD is also accelerating the layout of overseas markets, and the export volume has increased significantly in the past year, and the export gap between car companies will gradually narrow in the future.
Successively overtaken by Geely and Chery, BYD was also "a little panicked", starting from the launch of the Qin plus Glory Edition, 9 glory version models were launched in one go, **Compared with last year's champion version of the model, it was reduced by about 20,000 yuan, which directly triggered a new round of price reductions, and even appeared "9 car companies cut prices within 1 day".
In order to compete with BYD's more competitive Glory Edition models, Geely has also launched the Longteng version of Emgrand L HIP, Galaxy L7 L6, Binyue Binrui Cool and other models, maintaining its competitive advantage through "price reduction and additional configuration".
In the past two years, independent car companies have carried out new energy transformation, and actively explore overseas markets, now domestic brands began to roll crazy involution, not only to roll joint venture brands, but also to roll other independent brands, the competition in the domestic car market will be more fierce in the next few years, BYD will not be replaced by Geely again is also unknown.