AutoBeta(AutoBeta.net)03/21 Report--

On March 19th, ideal announced its latest weekly sales, and the long-awaited MEGA sales finally surfaced.

Judging from the sales list of new energy brands in the Chinese market, BYD and Tesla are both above 10,000 vehicles. BYD continues to rank first in sales with 56706, followed by Tesla and Wuling with 12591 and 8789 respectively. Wuling car is 7767. As strong competitors, the sales of ideal cars and Q & J are 7135 and 8694 respectively, a difference of 1500 vehicles, and the ranking of ideal cars has slipped from the previous week. The sixth to tenth places are GAC Eian, Zero running Automobile, Changan Qiyuan, Volkswagen, and Polar Krypton respectively.

Judging from the sales list of new power brands in the Chinese market, the sales volume of the former is still higher than that of ideal cars, with 8694 for the former and 7135 for the latter, with a sales gap of 1500 between the two car companies. Since 2024, the ideal car has been questioned and surpassed, which brings great pressure on the sales of the ideal car. The data show that the three L7+L8+L9 cars are still suppressed by the M7, with weekly sales of 2476 L7, 2147 L9, 1453 L8 and 7076 M7.

Ask the new M7, under the blessing of Huawei to become the big BOSS of the new power brand market, a model directly chasing L9, L8, L7 dozen. Before the change, the two models basically could not be sold. The M7 sold only a few hundred in July, while the price of the new M7 was reduced by tens of thousands while the configuration was upgraded. Not only the ideal L series was affected by sales, but also its own M5 could not be sold. In addition, the M9 was also pre-sold in December 2023, received 30, 000 orders in July, began delivery at the end of February, and delivered 1453 vehicles in the latest week, underperforming the L9 and comparable to the L8.

In order to change the market trend, the ideal car brought the 2024 L-Series on March 1st, upgrading the configuration while keeping the price unchanged, which is actually a way to reduce the price in disguise, but compared with the direct price reduction, this kind of "additional configuration without price increase" is actually not easy for the market to accept. The name of the L7 and L8 models was changed from Air, Pro and Max to Pro, Max and Ultra. At the same time, the new Air version (eliminating empty suspension) was sold at 301800 yuan and 321800 yuan respectively, which was 18000 yuan lower than the 2023 model. In addition, the L9 Max is also synchronously adjusted to the L9 Ultra, and the price remains unchanged. Li Xiang said that with the release of the new car, it will return to the delivery level of 50, 000 vehicles in March.

The MEGA, which is the next popular style in Li Xiang's words, was officially delivered on March 11, with a total delivery of 1058 vehicles a week, ranking sixth in the MPV market and third in the new energy MPV market. As a pure electric MPV,MEGA with a price of up to 550000, the weekly sales performance is actually not bad. First of all, the high price means that the audience is limited. Coupled with the fact that the pure electric MPV is not easy to sell, the possibility of MEGA selling is basically slim. Of course, if MEGA is really popular, it will really subvert the market. after all, even the Tengli D9Magi EV version, which sells for 300000 yuan, contributes only 5% to sales.

It is understood that the ideal car will challenge the sales of Mercedes-Benz, BMW and Audi in China in 2024, with a target of 800000 vehicles for the whole year. Judging from the current results, it seems difficult for ideal cars to reach the delivery target of 800000 vehicles. 51416 vehicles were delivered in the first two months, with a target completion rate of 6%, and the next average monthly sales need to reach more than 75000. According to officials, this year will be an unprecedented year for ideal cars, with four extended-range models and four pure electric models, and the L6 with less than 300000 will be released soon.

The ideal car and the boundary are maintained at the level of more than 5000, while the performance of other brands is relatively mediocre, with zero running, polar krypton, Teng Teng, Xiaopeng and Weilai all above 2000, dark blue, Lanto and polar fox in about 1000. Avita, Wei Brand, Nezha are all less than 1000.

China's new power pattern has quietly changed, the former "Wei Xiaoli" has been broken, the ideal car and the world of inquiry are competing for the title of new power, and other new power brands are constantly looking for their own position in the market. Admittedly, the market competition in 2024 will only be fiercer. The competition between brands is not only reflected in the price, but also in the competition of product power, technological innovation and service experience. Of course, for consumers, price reduction can still stimulate the acceptance of new energy vehicles, more choices and better experience is undoubtedly the biggest dividend brought by this competition, the new energy vehicle market will continue to grow.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat