AutoBeta(AutoBeta.net)04/02 Report--

On April 1, the new forces of car building released their transcripts in March 2023 one after another. Judging from the delivery sales data released by major brands, ideal car continues to sit firmly in the first place in the delivery of new cars, reaching 20823, while the delivery volume of Lulai also reached more than 10,000, to 10378, while Xiaopeng fell again, delivering only 7002 new cars in March, down 54.57 percent from the same period last year.

The ideal multi-model sales strategy has played a significant role. In March 2023, a total of 20823 new cars were delivered, an increase of 88.72% over the same period last year. At present, ideal cars on sale include L8, L9 and L7, of which L7 began delivery on March 11. It is understood that the L7 is divided into three versions: Air, Pro and Max, with prices of 319800 yuan, 339800 yuan and 379800 yuan respectively.

Earlier, ideal car CEO Li wanted to reveal: "this year we will challenge all luxury SUV markets in the price range of 300000 yuan to 500000 yuan to win 20% market share." According to the data, a total of 52584 ideal cars were delivered in the first quarter, an increase of 65.8 per cent over the same period last year.

Although the delivery volume of NIO has also reached more than 10,000, it is more or less unsatisfactory. In March, Wei delivered 10378 new cars, an increase of 3.94% over the same period last year, which is only a normal level. In the face of the current fierce market competition, Li Bin lamented, "the uncertainty of the whole industry is very great, and the recent price reduction has made everyone very uncomfortable." With the change of the international political situation, the reverse globalization, the decoupling of the supply chain, and the pace of the development of the industry from oil cars to trams, there is a lot of confusion, including myself. "

Previously, Li Bin said, "in 2023, the annual sales of Lexus are still a long way from the sales targets of BMW and Mercedes-Benz, but they are very confident that they will exceed the sales of Lexus fuel vehicles." Lexus sales are expected to be close to 200000 in 2023, meaning that Lexus's target sales in 2023 will be around 200000. Data show that a total of 31041 vehicles were delivered in the first quarter, an increase of 20.46 per cent over the same period last year.

Xiaopeng cars and zero-running cars, which were seriously left behind, once again showed a sharp decline in March compared with the same period last year, with Xiaopeng cars falling by 54.57%.

According to the plan, Xiaopeng will launch five new cars this year, with a cumulative delivery target of 200000. In March, Xiaopeng delivered 7002 new cars, down 54.57% from the same period last year. 18230 vehicles were delivered in the first quarter, down 47.25% from the same period last year, with an annual target completion rate of only 9.1%.

On March 10, Wang Fengying launched the first model, P7i, which was led by Xiaopeng, with a price range of 24.99 yuan to 339900 yuan. Whether the new Xiaopeng P7i can survive in this industry-wide price war and lead Xiaopeng to get back on track will be worthy of attention.

He Xiaopeng believes that the extremely aggressive price volume in the past two years is inevitable, especially fuel vehicles will face great challenges, and fuel vehicles will certainly fight back. In the future, Xiaopeng will be in the forefront of autopilot, or even the first, Xiaopeng will also aggressively occupy a higher position in the relevant pricing market.

As for zero-running cars, the number of cars fell 38.64% year-on-year to 6172 in March. In fourth place was Nashi, which delivered 10378 new cars in March, up 3.94 per cent from a year earlier. It is not difficult to see that the car mainly depends on the V, which is the low-end model of the car, and it is also the only model priced within 100000 yuan, while the S, which is hoping to hit the high end, has not yet received positive market performance.

In addition to the independent development of new forces, relying on traditional car groups of the "new second generation" are also very active.

GAC GROUP's Ian delivered 40016 new cars in March, up 97 per cent from a year earlier. It is important to note that Ian announces wholesale sales.

Changan Automobile's Deep Blue SL03, the only model on sale, delivered 8568 vehicles in March, up 109 per cent from a month earlier. A few days ago, "Changan Deep Blue" changed its name to "Deep Blue Automobile". The relevant person in charge of Changan Automobile responded: "Changan Deep Blue has been changed to Deep Blue car to make the brand clearer, and nothing else has changed."

Geely's polar krypton delivered 6663 new cars in March, a year-on-year increase of 271 per cent. According to Polar Krypton CEO an Conghui, the annual delivery target of Polar Krypton will be 140000 in 2023, four new models will be added in 2024 and 2025, and the target of eight models to support annual sales of 650000 vehicles will be achieved in 2025.

In addition, Dongfeng Motor's Lantu and Selis Group have not announced the sales volume. A few days ago, Huawei CEO Ren Zhengfei issued an internal announcement once again emphasizing that "Huawei does not build cars" and put forward strict requirements for the exposure of Huawei logo in automobile design. Huawei / HUAWEI cannot be used in vehicle promotion and appearance.

Yu Chengdong said, "originally we hoped to use QQ as a brand for cross-border cooperation, so we added 'HUAWEI',' in front of it. In the past two days, our company also said that we would get rid of 'HUAWEI', which became a stir in the media." Huawei does not build cars, but helps car companies build good cars together, and we have always adhered to this idea. It's just that we want to turn HUAWEI into an ecological brand, so that consumers won't be confused when they choose. "

Ouyang Minggao, academician of the Chinese Academy of Sciences, said that 2023 will be a painful period for the revolution of new energy vehicles and the deep transformation of the automobile industry, including: first, the price competition of the whole vehicle and the transformation of the automobile industry chain, and the new energy vehicles have squeezed the fuel vehicle market in an all-round way. on the whole, new energy vehicles are growing rapidly and lack of profits, while fuel vehicles lack growth and profits. Second, the difficulty of charging electric vehicles and the pains of the transformation of the energy industry chain, the large-scale and rapid popularization of electric vehicles exceeds the expectations of the power industry, the load pressure of urban distribution network is great, there are many challenges in the interaction between orderly charging and vehicle network, and the demand for fast charging and fast replacement increases rapidly. the development of hydrogen fuel business is slow. Third, battery lithium price fluctuations and battery industry chain transformation pains, lithium price fluctuations, capacity expansion, increased competition, unstable performance, vehicle batteries still account for 70% of battery applications, how to optimize the positioning of battery enterprises and innovative business model has become a top priority.

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