AutoBeta(AutoBeta.net)10/17 Report--

Since the second half of the year, the recovery trend of domestic new energy vehicles along with the passenger car market has gradually improved, achieving year-on-year growth for three consecutive months since July. According to data from the Federation of passengers, sales of new energy passenger vehicles in September were 111000, an increase of 84.2% over the same period last year and 18.5% month-on-month growth.

With the release of the FIFA data, its official sales ranking has also been officially released. Since Truss domestic Model 3 became the top seller of the month in February, it has maintained the top selling position and was not overtaken until September. But it is worth noting that it is still an independent brand that surpasses Tesla's Model 3 model this year.

According to the specific sales ranking, the winner in September was the Hongguang MINI under the independent brand Wuling Hongguang, and the reason why it was able to achieve a big sale is that it gained many people with a lower price and a higher performance-to-price ratio. For the current electric minicar price generally reached 50, 000 or so, and Hongguang MINI once listed on the market to explore the starting price of 30, 000 yuan, it can be said that the guiding price is very close to the people. However, compared with the same class model, the mileage of the car is only divided into two versions: 120km and 179km, which is relatively small, but it can still meet the rigid needs of many consumers.

In fact, Hongguang MINI sales in August this year has caught up with the "signs" of Model 3, according to the United passenger Association data, Hongguang MINI went on sale in late July and rose to the second place of pure electric models in August, with cumulative sales close to domestic Model 3 reaching 9150, less than 2000 vehicles short of the first place.

Although Hongguang MINI gives people a sense of "old man's happiness", its starting price of 28800 yuan is very rich in configuration, equipped with tire pressure alarm, ABS anti-lock braking system, reversing radar and uphill assistance, as well as child seat interface and so on. To tell you the truth, the latecomer of Hongguang MINI has indeed taught brands such as Zhi Dou and Zhongtai New Energy a lesson.

Although the sales of domestic Model 3 were surpassed by Hongguang MINI in September, perhaps in Tesla's view, the market share of B-class luxury cars is Tesla's "battlefield". After all, the cake of B-class luxury cars is huge, and Tesla is bound to accelerate the increment.

On October 1st, the authorities were caught off guard by an official downgrade, which is a bit unpleasant for consumers who have already bought models, but it will still be favored by more consumers through lower prices and the high performance prices at the core of the brand. After all, the "law of true fragrance" often appears on the Tesla brand.

Throughout the current sales of domestic Model 3 has been maintained at about 10, 000 vehicles, it is said that there are bottlenecks, so Tesla wants to achieve electric vehicles to replace traditional fuel vehicles, to achieve maximum incremental effect, through price reduction to achieve increment is also inevitable. In this regard, Cui Dongshu, secretary-general of the Federation of passengers, has previously posted that Tesla may continue to reduce prices in the future.

Because this is a normal phenomenon, Tesla's modulus is increasing rapidly, the increase in modulus will inevitably lead to a reduction in the cost of bicycles, and the decline in cost will inevitably lead to the adjustment of pricing, if its profit margin is not changed, it is naturally necessary to adjust its price.

However, Cui Dongshu analysis, before Tesla achieved large-scale mass production, domestic new energy vehicles still have differentiation advantages, so Tesla does not pose a threat to domestic new energy brands for the time being.

Compared with the first two models, there is still a gap in the magnitude of pure electric vehicles, with 5000 or less since the third place, followed by Euler R1, a small car. Looking at the ranking of pure electric models, it also confirms the view of Xu Changming, deputy director and senior economist of the State Information Center: car companies are either more attractive or more economical for the future development of new energy models. It's better to have both. Considering the consumers of these two models, either because of Tesla's "freshness" or economy, the A00-class models are cheaper and cheaper to recharge.

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