On April 1 day, most new energy vehicle companies announced their sales in March, and the results were unexpected. Let's look at the specific situation.
Aian -400 16 Guangzhou Automobile Aian was founded in 2020 and renamed Aian in 2022. After becoming an Ai 'an brand independently from GAC New Energy, the effect has been obviously improved. 20 190 1, independent in 2020, sold in 2022 1 10803. It seems that the new energy sources of traditional car companies should be independent as soon as possible, such as Chery New Energy and Wuling New Energy.
Ai 'an insists on deeply cultivating the mid-range market, with a sales volume of 276,5438+0,000 vehicles in 2022, ranking first among traditional new energy vehicle enterprises. Demand exceeded supply last year, and a new factory was added at the end of the year. This year's sales will definitely increase substantially. In 2022, it is difficult to exceed 30,000 vehicles, and now the new factory can exceed 40,000 vehicles (4001June and March). It seems that traditional new energy car companies still have to focus on the mid-end market.
Ideal-20,823 New Power Automobile Company, if the tone of the first product is relatively high (the price is above 300,000 yuan) and the gameplay is novel enough, it can get more attention, and it is easier to raise funds round after round, forming a positive cycle. The ideal of the sun is an example. It delivered 20,823 cars in March and 52,584 cars from June to March. Among the 300,000-500,000 yuan SUVs, the market share has exceeded 20%.
It is reported that the ideal L7 Air after lowering the threshold of 20,000 yuan will be delivered in April. On February 13, 2003, Li Xiang once said, "Without L8 Air and L7 Air, 25,000 units/month will be guaranteed, and 30,000 units/month will be guaranteed after Air starts to deliver." You know, Ideal L7 Air went on sale on February 8th. In five days, Li wants to know the ability of the ideal L7 Air to attract new orders. So this statement is highly credible. Judging from the current data of 16620 and 20823 vehicles in February and March, it is not difficult to break through 25000 vehicles/month after the delivery of the ideal L7 Air.
Weilai-10378 vehicles. In 2022, Weilai delivered a total of 122486 vehicles, with an average of10/67 vehicles per month. In the past March, Weilai delivered 10378 vehicles, which was not obviously affected by the price reduction tide. In Li Xiang's view, it is a fact that this wave of price cuts will hardly affect luxury brands (including first-line traditional luxury brands and new power luxury brands).
Although Weilai has no explosions, its sales volume has always been reasonable, and it can maintain normal operation under high-end positioning. It is reported that as of March 2023, 15, Weilai has deployed 1322 power stations (including 35 1 expressway power station) in China. Weilai said in February that 1000 power stations will be added this year, covering a large number of second-and third-tier cities. After a large number of new third-generation power stations are laid, the sales volume will be significantly improved.
Compared with the same period in 2022, the sales volume of Nezha-10087 decreased slightly, mainly due to the wave of price reduction. Although it is a new car company, the prices and selling points of its main sales models are close to those of traditional new energy car companies, so it is inevitably affected.
I hope that next, Nezha can give full play to the advantages of new car companies, make its products more "radical", differentiate itself from traditional car companies in selling points, and provide consumers with completely different new products. By then, the impact of the price war itself will also be reduced.
Deep blue -8568 vehicles In April last year, Changan Deep Blue brand was independent. In March of this year, Changan Deep Blue changed its name to Deep Blue Automobile. Brand independence, the strong product of the first model, and the use of a hot plug-in hybrid (while avoiding direct competition with BYD), its sales have improved rapidly. A dark blue SL03 sold as many as 8,568 vehicles in March. What level is this? FAW Toyota Asia Dragon, which sells well at the same price, has a total sales volume of 1 12002 vehicles in 2022, with an average of more than 9,000 vehicles per month. As a brand-new energy vehicle, Deep Blue SL03 has just been listed, and its sales volume can reach the level of mainstream B-class fuel vehicles.
Tucki -7002, although Tucki's "technology-oriented" label is deeply rooted in people's hearts, the price range of its main sales models mostly overlaps with BYD's, which is greatly influenced by BYD's price reduction in this fierce price war. Tucki sold 7002 vehicles in March,1total sales in March 18230 vehicles. In 2022, Tucki's total sales volume was 65,438+020,757 vehicles, with an average monthly sales volume of 65,438+00063 vehicles. Now, it is somewhat declining.
The redesigned Tucki P7i went on the market in March, and its cost performance and technology configuration have been greatly improved. It has also been shipped, and sales will pick up. In addition, according to the plan of Xpeng Motors 2023, in addition to P7i, there is a G6 (a medium-sized SUV) with a lower threshold than G9, which is expected to be launched in mid-2023, and a pure electric seven-seat MPV will be launched in the second half of the year. After the product line is enriched, the selectivity of Tucki models will be greatly increased, and the sales volume will pick up.
The Krypton -6663 aircraft is similar to the polar fox and Lan Tu. Although Extreme Krypton is also a high-end new energy brand owned by traditional car companies, only Extreme Krypton has the confidence to position itself at the high end. It has a huge intelligent evolution experience architecture of SEA jointly developed with Volvo, and has built centralized ROBO-0 1 and Lotus ELETRE under this architecture.
In addition, although krypton has a high tone, its model is also very cost-effective. By comparing and analyzing Krypton 00 1 and BYD Korea EV with the same price, we can find that the configuration level of Krypton 00 1 is actually higher under the condition of close price.
Zero Run -6 172 Theoretically, the price war is about cost performance, and the new force car companies with cost performance as the core selling point will bear the brunt. In fact, the sales of zero-run have been seriously affected. In 2022, new cars11168 vehicles were delivered, with an average of 9,264 vehicles per month. In March this year, its sales volume was 6 172 vehicles, and the total sales volume in June-March was 10509 vehicles, which was lower than the average level of last year.
Smart-59 1 1 Early smart fortwo and smart forfour are mini-cars jointly manufactured by German Benz and Swiss Swatch Watch Company, which belong to Daimler Group. In 20 19, smart became an independent brand, and Mercedes-Benz and Geely Automobile Group each held 50% of the shares, producing and operating electric vehicles.
At present, there is only one model under the smart brand, smart Genie # 1, which has a high value and high cost performance (the cost performance is not even lower than that of the joint venture brand electric vehicles), so it has been selling well since its listing. Even the "scandal" of paying for unlocking multiple functions still does not affect its best-selling. In March, the sales volume was 59 1 1 vehicle, and the total sales volume in March was 13349 vehicles.
Skyworth-1282 Skyworth with the label of "health preservation" has a unique selling point, and its propaganda style is quite similar to that of the new forces. However, the reason for its long-term sales of "thousands" is mainly because of the huge terminal concessions. It is reported that the guide price of the main sales model Skyworth HT-i is14.68-24.28 million yuan, and the starting price of terminal transactions is about 654.38+10,000 yuan.
65,438+10,000 yuan, plug-in hybrid, medium-sized SUV, only on the cost performance, it has far exceeded BYD Song Pro new energy. As the saying goes, "under the four rewards, there must be a brave man." Under the huge price advantage, even a new brand like Skyworth Auto has many early adopters.
Since the beginning of the last price war, the high-end new forces, the traditional new energy vehicle companies in the middle and Wuling, which mainly focuses on the low-end market, have not been significantly affected, and even the sales volume has increased. This shows that the new energy alternative fuel vehicle has inertia and the operation difficulty is much lower than that of the fuel vehicle. Major new energy automobile enterprises should seize the opportunity and seek development.
For consumers, the price of mainstream new energy vehicles is not affected by the tide of price reduction. If you plan to buy a car in the near future, don't wait and see.
This article comes from the automobile field of the author Che Yi, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.