Shulou(Shulou.com)11/24 Report--

The correct way to open gold, nine and silver

Author | Truman

Unexpectedly, the fuel car companies with thick eyebrows and big eyes also joined the volume of the sales volume of the 1st report of the month.

According to incomplete statistics, on September 1, more than 20 car companies and brands announced sales or delivery, including these traditional giants such as Guangzhou Auto Toyota and SAIC Volkswagen.

And there is another obvious change in August sales: traditional car companies are catching up fast, and new carmakers no longer have an absolute say in the new energy market.

Without saying much, let's look at the sales volume first. BYD has more than 270000 cars and is still riding without dust, while GAC's monthly sales have exceeded 50,000 for the first time, leaving new forces behind.

Among the new forces, ideal took the lead with a score of 34914, followed by Weilai and Zero, delivering 19329 and 14190 new cars respectively in August.

In order to get a head start in gold, silver and silver, the price war continues.

Tesla first presented the killer's mace. The highest drop of Model Spicer X was more than 150000, while Xiaopeng and Zero run also introduced a policy of price reduction and subsidy, and even the best-selling ideals among the new forces also reduced their prices in disguise, providing an insurance subsidy of 10,000 yuan.

In order to sell cars as much as possible, everyone is ready to go.

The ideal continues to take the lead, and Xiaopeng rolls forward in the wave of car-building in the spring. In fact, very few contestants are still sitting on the card table. "Wei Xiaoli" still occupies the head position, but the order has become "Li Wei Xiao".

Ideal sales continued to rise, delivering a total of 34914 new cars in August, an increase of 663.8% over the same period last year. The monthly delivery of the three models of the Perl series all exceeded 10,000.

This is the ideal three consecutive months of sales of more than 30,000 units, as of August 31 this year, ideal 2023 cumulative delivery of more than 208000 vehicles, far exceeding the delivery volume for the whole of last year. Since the ideal delivery, the total delivery has exceeded 450000 vehicles.

On August 30, the first model of the ideal L series, the L9, ushered in its first anniversary of delivery, officially achieving the 100000 vehicles, while the cumulative delivery of the L series has exceeded 250000.

In order to celebrate the first anniversary of the delivery of the L9, the ideal launched a policy of time-limited insurance subsidy of 10,000 yuan. From August 30 to September 30, 2023, any model of the ideal L9, L8, and L7 will be purchased through cooperative insurance institutions. Ten thousand yuan can be subsidized.

With this disguised price cut, ideal September sales are likely to rise to another level.

After sales exceeded 20,000 last month, Weilai remained stable in August, delivering a total of 19329 new cars, an increase of 81 percent over the same period last year, with a cumulative delivery of more than 380000 vehicles.

Although it is down slightly from the figure of more than 20,000 in July, it is not a big problem.

Because of the second "6" of the Weilai 5566 model, the new EC6 of the medium-sized sedan SUV will be delivered in September. At that time, all eight models of the second generation technology platform will be put on the market.

In addition, as in August, Xilai continued to introduce preferential car purchase policies in September: users of a new car in Dading in September will receive a gift package of 10,000 yuan after picking up the car, including 30 electric test coupons, 2000 yuan car mall coupons, 4560 yuan worth of NOP+1 annual free use rights and 10000 car purchase points.

It seems that it will not be long before Weilai will reach the milestone of cumulative delivery of 400000 vehicles.

Although the sales volume of ideal and Wei is gratifying, the most popular one among the three brothers of the new power is Xiaopeng.

After sales returned to 10,000 units in July, Xiaopeng delivered a total of 13690 new cars in August, up 24 percent from the previous month and 43 percent over the same period last year, and delivered more than 10,000 units for two consecutive months.

Xiaopeng sales are supported by the delivery of more than 7000 units this month, accounting for more than half of Xiaopeng's delivery. from mid-July to the end of August, Xiaopeng G6 reached the milestone of 10,000 units in only 45 days.

As factory capacity climbs, the G6 has taken over the responsibility of P7 sales that year.

Although Xiaopeng has suffered a lot in the flagship model G9, the commercial performance is not satisfactory, but the G9 as a flagship model product strength is very able to fight. It is reported that the revamping of the Xiaopeng G9 is coming. While retaining the advantages of cash, it has also made a lot of improvements and upgrades. It is expected that the new G9 will enter the store in September and start delivery in October.

In addition, after reaching a cooperation agreement with Volkswagen in July, Xiaopeng held hands with Didi and took over Didi's car-building business.

The two sides will cooperate on a Class A smart electric vehicle, which will enter the market as the first product of Xiaopeng's new brand, and is expected to start mass production in 2024, under the project code "MONA".

This also means that Xiaopeng Automobile will officially enter the stage of multi-brand strategy. There is no doubt that the above news is revealing a positive signal of Xiaopeng's "rejuvenation" to the outside world.

02. Zero run and Nezha struggled to move forward with zero running cars. On the same day that sales were announced, prices were cut again.

The reason for saying "again" is that before the announcement of July sales on August 1, Zero announced price cuts for some of its C-series models, including three C01 models and two C11 models, with the C01 model falling by as much as 20,000 yuan.

In August, Zero delivered 14190 new cars, slightly less than 14335 in July, with more than 10000 of the higher-priced C-Series models delivered, accounting for more than 85 per cent of sales.

At the same time, Zero run Huan Guan Xuan will soon go to Germany to participate in this Munich International Auto Show, and announce its global development strategy to the outside world. It is worth mentioning that Zero run is also one of the four Chinese car companies (whole car factories) participating in the Munich International Auto Show.

The sales announcement comes a day after Reuters reported that India's Iron and Steel JSW Group was in early talks with zero-running cars to obtain technical permits to build electric cars in India.

That means running zero or marching into India, which is likely to be part of its forthcoming global strategy.

For a long time, Zero has relied heavily on its A0-class pure electric car, the T03, but the situation has improved with the popularity of the C11, with only more than 2100 T-series models sold in August, according to 85% of the C-series.

On the morning of the sales announcement, Zero announced that from September 1 to September 30, the purchase of the T03 series would be subsidized up to 10,000 yuan, and the starting price of the T03 would be 49900.

Obviously, Zero wants to "add fire" to sales by lowering the price of subcompact cars.

There are a lot of zero runs, and the same is true of Naha, who is in the second echelon of the new power.

Nezha delivered 12103 cars in August, up 21% from a month earlier, but down from 16000 in the same period last year. By the end of August 2023, Naha had delivered a total of 332609 cars.

On the same day as the announcement of sales, Najia announced that it had signed a memorandum of cooperation with the Hong Kong Science and Technology Parks Corporation on August 31 to set up an international headquarters in Hong Kong, with plans to build more than 40000 square feet of intelligent R & D center and big data center in the future.

Prior to this, Naha Automobile had completed a total of 7 billion yuan in Crossover round financing.

While we took stock of August sales, we found that unwittingly, the new forces of car building have experienced a round of reshuffle. Although we can still see their news, such as Aichi, Weima, Skyline and so on, we have not seen their actual sales for a long time.

03. BYD has excelled in traditional car companies, and the gap in sales is even more obvious.

At 8 o'clock last night, BYD reported August sales of 274000 vehicles, up 57.5 per cent from a year earlier. Among them, 25023 passenger cars were exported, a total of 262571 were sold by Dynasty + Ocean net, and 11515 new cars were sold by the Tengli brand.

BYD has sold 1.783 million passenger cars in the first eight months of this year, getting closer to its target of selling 3 million a year.

Next, BYD's two new brands look up and equation Leopard will have new cars coming on the market one after another. According to incomplete statistics, BYD will launch four or five new cars in the second half of the year.

Geely's high-end brand, extreme Krypton, delivered 12303 new cars in August, up 71.7% from a year earlier and 2.19% from a month earlier, a record high.

Polar krypton has also become one of the few pure electric brands to achieve year-on-year and month-on-month growth for seven months in a row.

On the same day, Polar Krypton held the Polar Krypton Evolution Day, which launched a million-level luxury hunting suit supercar Krypton 001 FR, with an acceleration of only 2.07 s per 100 km, surpassing Tesla Model S Plaid to become the fastest mass-produced pure electric car.

At present, polar krypton 001 FR has begun to order, but the price has not been disclosed, up to 99 units per month, delivery is expected to officially start in October. According to polar krypton officials, 99 polar krypton 001 FR were ordered 15 seconds after opening the reservation.

Ean, which is also born in a traditional car company, also reached a new high in August, with monthly sales exceeding 50,000 for the first time, and even "delivery upside down", which officials boast of being directly "sealed".

A total of 52057 new cars were sold in August, up from a year earlier and from a month earlier to 92.7 per cent and 15.6 per cent respectively.

Ian officials said that at present, the factory's production capacity is limited, with sales of 45000 vehicles in August this year, but terminal delivery has exceeded 50,000 vehicles, which is in a state that "supply exceeds demand".

It is probably because everyone is in a good mood. In order to express his gratitude to the car owners, Ean also announced that the "Thank you" activity will be launched this Sunday. Ean car owners across the country will be able to recharge free of charge on September 3.

Of course, some people are happy and others are worried about the monthly "transcript" of other new players. In addition to the above new and old forces, there are a number of car companies with sales of less than 10,000 in August.

Mengjie, jointly built by Huawei and Cyrus, delivered 5018 new cars in August.

Born in Dongfeng, Lantu delivered 4009 vehicles in August, up 65% from the same period last year and 17.50% from the previous month. Cumulative sales in the first eight months of this year doubled over the same period.

Smart,8, which is jointly controlled by Geely and Mercedes-Benz, delivers 3201 new cars a month, with a total of 31000 delivered in China this year.

Skyworth, which makes cross-border cars, delivered a total of 3693 units in August and exported 987 units overseas, an increase of 132.41 percent over the same period last year.

It is said that monthly sales of more than 10,000 is the threshold, but in fact, even if monthly sales of more than 10,000 vehicles, it may not be able to cross the life-and-death line.

In addition, whether they are not worried about sales or those whose sales figures are not so "beautiful", they are all cutting prices and introducing various preferential policies, which precisely shows that everyone is so nervous that no one dares to take it lightly.

It can be said that on the first day of the "Golden Nine", the auto circle was bustling, and various schools posted their transcripts wildly, adding various attributives to highlight their own advantages.

But don't forget that Tesla is a catfish. The price of the new Model 3 is around 260000, which exceeds many people's expectations.

However, according to Musk's idea of "selling cars with zero profit", there is a good chance that he will kill a "horse gun".

Gold, nine, silver, ten, there's something to see.

This article is from the official account of Wechat: Super Electric Lab (ID:SuperEV-Lab). Author: Truman.

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