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Tesla’s price reduction at the beginning of this year was a "fierce drug", which put pressure on a number of new domestic car companies. It is reported that Tesla China won an order for 30,000 new cars within three days after the official announcement of price reduction on January 6, 2023.

On February 1, a number of new energy automobile companies announced the delivery of new cars in January 2023. From the data point of view, at the beginning of the new year, the "national subsidy" for new energy vehicles that lasted for 13 years officially stopped. Most new energy vehicle companies generally experienced an expected decline in January, but some car companies significantly exceeded expectations. Among them,Only one new car-making force has achieved a monthly delivery of over 10,000 vehicles.

Watchmaking: Every reporter Sun Lei

The new forces are only ideal over 10,000, and the zero run is reduced by 80%.

Specifically, LI still maintained a strong momentum. Although it failed to deliver more than 20,000 vehicles per month again, it still ranked first in the new car delivery list of the new car-making forces in that month. Data show that in January, LI delivered a total of 15,100 new cars, up 23.4% year-on-year. Since the delivery, the cumulative delivery volume in LI has reached 272,500 vehicles.

LI said that as of January 31, 2023, LI had 296 retail centers nationwide, covering 123 cities; There are 320 after-sales maintenance centers and authorized car body panel spraying centers, covering 222 cities. In addition, the new car ideal L7 will be officially released on February 8, 2023.

Image source: Photo courtesy of the enterprise

After LI, Weilai delivered 8,506 new cars in January 2023, including 2,190 high-end intelligent electric SUVs and 6,316 high-end intelligent electric cars. As of January 31, 2023, Weilai has delivered a total of 298,000 vehicles.

Nezha ranked third, delivering 6,016 new cars in January, down 45.4% year-on-year. Among them, 3,487 vehicles were delivered by Nezha V, 1,012 vehicles by Nezha U and 1,517 vehicles by Nezha S. As of January this year, Nezha has delivered a total of 254,000 vehicles.

Image source: Every reporter Zhang Jianshe (data map)

Xpeng Motors delivered 5,218 new cars in January, of which G9 delivered 2,249. Xpeng Motors said that the change in delivery data was due to the delay of some deliveries during the Spring Festival, and the monthly delivery volume reflected the seasonal slowdown of the Spring Festival holiday since mid-January.

Image source: Every photo by reporter Zhu Wanping (data map)

National business daily reporter learned that the newly redesigned Tucki intelligent coupe P7 will be unveiled in the near future. According to the plan, Xpeng Motors will have two new cars on the market in 2023, and replace the existing three old models, with the goal of delivering 200,000 vehicles throughout the year.

In January, the fifth place in the new car delivery list of the new forces was the zero-running car. It is worth noting that,Zero-run cars have been going downhill since the IPO, with only 1,139 vehicles delivered in January, a sharp drop of over 80% from the previous month.The zero-run car announced that the C11 extended-range version of the zero-run car will be pre-sold on February 9 this year.

In terms of new car brands of traditional car companies, the latest sales data released by Ai ‘an showed that its sales volume in January was 10,200, but it was 36.3% lower than the same period last year. On February 1st, GAC Aian announced that the new version of AION S Plus, 70 Lexiang Edition, was officially launched, with a price of 149,800 yuan, with a view to accelerating the sales target of 500,000 vehicles in 2023.

Watchmaking: Every reporter Sun Lei

According to the delivery data released by AITO brand, the delivery volume of the series in January reached 4,475 vehicles, and more than 80,000 vehicles have been delivered. It is worth mentioning that at the beginning of January, AITO officially announced that some models of its M5 and M7 cars would be adjusted in price. Among them, the adjusted price of Wujie M5 EV starts from 259,800; After adjustment, the price of the M7 in Wenjie started at 289,800.

It is worth mentioning that, after the price adjustment, the price of the M5 EV has been the same as the starting price of its extended-range model. In the past, due to the cost of raw materials, the price of the pure electric version of the same model was generally higher than that of the extended-range or plug-in hybrid version. For example, the starting price of the pure electric model of Changan Deep Blue SL03 was 189,900 yuan, while the starting price of the extended-range model was 171,900 yuan. The starting price of BYD Han EV is 2000 yuan higher than that of Han DM model.

Is the hybrid market also "lying down"?

Some people think that as Tesla, Tucki and AITO reduce the price of their pure electric vehicles, the market popularity of extended-range or plug-in hybrid vehicles may be affected. According to the data of the Federation, in 2022, the cumulative retail volume of domestic PHEV models was about 1.42 million, up 160.5% year-on-year, and the growth rate was better than that of pure electric vehicles and the market.

However, there are also views that with the expansion of the market scale, the supply of range extenders, hybrid engines, reducers and other components carried by extended-range or plug-in hybrid vehicles has formed a scale effect, and it has a certain price adjustment space. On the other hand, due to the particularity of vehicle structure, the cost of power battery is not high in extended-range or plug-in hybrid vehicles, which also enables it to better cope with risks such as cost fluctuation of raw materials related to power battery.

Image source: AITO auto official micro-screenshot

Yantu Automobile also announced the delivery data in January 2023. The data shows that Lantu Automobile delivered 1,548 new cars in January, down 10.5% from the previous month, and the average transaction price exceeded 382,000 yuan. Lu Fang, CEO of Lantu Automobile, said: "In January, it was the Spring Festival holiday, and the daily operation of national sales stores and users’ licensing were greatly affected."

In addition, 3,116 new cars were delivered in January, a year-on-year decrease of about 12%. On January 10, Extreme Krypton said that the Extreme Krypton Smart Factory will use the Spring Festival holiday and the period before and after it to upgrade its production line. It is estimated that the time for upgrading the equipment production line will be from January 11 to February 1, 2023.

It is worth noting that,BYD’s sales of new energy vehicles remained bright in January, with a sales volume of 151,300 vehicles, a year-on-year increase of 62.44%.Among them, the sales volume of pure electric passenger cars was 71,300, a year-on-year increase of 53.79%; There were 78,800 plug-in hybrid passenger cars, a year-on-year increase of 69.37%.

Image source: Every photo by reporter yan wang

BYD’s Tengshi brand continued to grow, with sales of 6,439 vehicles in January, up 7.3% from the previous month. Among them, the average transaction price of Tengshi MPV D9 was 410,000 yuan, which also broke the old pattern of foreign brands dominating the traditional luxury MPV market. It is reported that since its listing, the cumulative order volume of Tengshi D9 has exceeded 50,000 vehicles.

According to the data released by the Association, the retail sales volume of narrow passenger cars in January is expected to be 1.36 million, down 34.6% year-on-year and 37.3% quarter-on-quarter. Among them, the retail sales volume of new energy is expected to be 360,000 vehicles, with a year-on-year increase of 1.8%, a month-on-month decrease of 43.8% and a penetration rate of 26.5%. According to the analysis of the Federation, in January, under the influence of factors such as pre-consumption, epidemic distribution and early Spring Festival, the growth rate of the automobile market declined.

At the beginning of the new year in 2023, the subsidy for new energy vehicles that has been implemented for 13 years has withdrawn from the historical stage. The so-called subsidy refers to the purchase of qualified new energy vehicles, which can get a one-time subsidy. In 2010, the Ministry of Finance began to pilot subsidies for privately purchased new energy vehicles, and in 2013, a unified national subsidy standard was officially introduced. After that, for more than ten years, the subsidy standard was 60,000 yuan for buying a new energy vehicle at the beginning, and finally the benefit amount was reduced to 10,000 yuan. According to the latest statistics released by the Ministry of Industry and Information Technology, from the beginning of the policy in 2010 to 2020, the subsidy for new energy vehicles has exceeded 152.1 billion yuan, covering at least 3.17 million vehicles.

Cui Dongshu, secretary general of the National Passenger Car Market Information Association, believes that the sales growth of new energy vehicles has entered a bottleneck stage, and it will be a serious problem after the new energy subsidy policy is withdrawn from the market in 2023. "The price increase of new energy vehicles in the early stage was too high, and the orders were less. Then the price reduction of head enterprises such as Tesla was superimposed, which caused consumers’ wait-and-see mood, and the sales volume dropped significantly from the previous month." Cui Dongshu said.

Weilai’s highest discount is over 100,000? Official response

On February 2, some media reported that Wei Lai (09866.HK)The price reduction promotion was started for the 2022 ES6 and ES8 models, with a maximum drop of over 100,000 yuan.

"The 2022 ES8, ES6 and EC6 are about to usher in a new generation of models.At present, there are still a small number of exhibition cars and stock cars available for sale, and these vehicles can enjoy the exhibition car policy.. In response to the above news, the relevant person in charge of Weilai replied to the reporter of national business daily.

However, the report said that the maximum decline of over 100,000 yuan has not been clearly confirmed by Weilai. The above-mentioned person in charge of Weilai only explained that Weilai Japan often has replacement policies, financial policies and technology configuration packages for users to choose from. At present, it is still valid for 2022 ES8, ES6 and EC6 models, among which financial policies are more favorable to car buyers. "The 2022 ES8, ES6 and EC6 models are equipped with 8155 intelligent cockpit chips and Alder intelligent system, and they are still very competitive intelligent electric vehicle products on the market. Weilai will update and maintain the Alder intelligent system software for a long time." The relevant person in charge of Weilai said.

According to the above media reports, the 2022 ES8 and ES6 can still enjoy the subsidy of over 10,000 yuan from Weilai for national new energy vehicles, and the loan has zero interest and zero handling fee for three years. If the old car is replaced in Weilai, Weilai will also give a replacement subsidy of 15,000 yuan. If it is a vehicle with an inventory cycle of more than 120 days, not only can you enjoy a cash discount of up to 40,000 yuan, but Weilai also presents a worry-free service package (including commercial insurance) worth over 10,000 yuan to the owner. In addition, for the promotion of the 2022 ES6 and ES8, Weilai also directly presented NIO Pilot complete package worth 39,000 yuan. If users choose 4,900 yuan NOMI and 6,500 yuan augmented reality, Weilai can also give a discount of 9,600 yuan directly.

Image source: Wei Lai official website

In December last year, Qin Lihong, co-founder and president of Weilai, told reporters that before June 2023, Weilai would complete the iteration of the full range of ES8, ES6 and EC6 models to NT2.0 platform. At the "NIO Day2022" held in December last year, Weilai built a replacement model based on the second generation technology platform NT2.0 — — The new ES8 has been released to the public, and it is planned to start delivery in June this year.

The reporter checked Weilai official website, APP, etc. and found that the specific preferential sales plan for the 2022 ES8, ES6 and EC6 model exhibition cars and stock cars has not been announced. As for the opening time of the price reduction promotion activities of the above three replacement models, Wei Lai has not responded as of press time.

According to the previously disclosed plan, in the first half of 2023, Weilai will launch five new models. By June, 2023, Weilai will have 8 models on sale simultaneously, among which three models are the new generation models of ES8, ES6 and EC6.

Image source: Every photo by reporter Zhu Wanping (data map)

Li Bin, chairman of Weilai, made it clear at the "NIO Day2022" media meeting that it is expected that by the fourth quarter of next year, the outside world will see the sales potential of Weilai’s entire second-generation platform product portfolio.

Reporter |Sun Lei Li Xing　Edit |Fan Wenqing Pei Jianru Lu Xiangyong Du Hengfeng

Proofread |Sun Zhicheng

| national business daily 　nbdnews　　Original article |

Reprinting, editing, copying and mirroring are prohibited without permission.

CCTV News:In March this year, the State Council issued the Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods. Subsequently, the Ministry of Commerce and other departments successively issued the Action Plan for Promoting Trade-in of Consumer Goods and the Implementation Rules for Automobile Trade-in Subsidies. Various localities have successively issued implementation plans and introduced policies such as subsidies and concessions.

In the past two months, the reporter visited and found that, driven by the policy, the number of consumers who are willing to redeem has increased significantly. However, some consumers have encountered difficulties in recycling. In particular, some old large household appliances are difficult to handle. Where are the blocking points and difficulties? How to make consumers "easier to get rid of the old and more willing to replace the new"? Let’s take a look at the difficult problems in home appliance recycling.

Mr Meng, who lives in Beijing, wants to buy a new refrigerator recently, but the old refrigerator has not been disposed of. "This refrigerator cost more than 1,000 yuan when it was bought. It has been used for three or four years. Now it looks a little small, and it is a bit old. I want to change it to a new one, but I found a recycler and only agreed to receive the goods from 20 yuan. This is too cheap."

Shang Libo, a citizen of Qingdao, also said: "When the washing machine was bought at that time, it was more than 4,000 yuan. Now it is only a few tens of dollars to check the recycling on the Internet. There is also a refrigerator, which was also three or four thousand yuan when it was bought. Now it is only ten pieces and eight pieces to recycle. People say no, it is not enough to lift it down, so heavy."

Why is the recycling price so low? The reporter saw a car of used household appliances being unloaded at this recycling point.

In the interview, the reporter learned that recyclers will not refer to the brand and market price when recycling used household appliances, but only evaluate them according to the size and transportation distance of used household appliances. In Beijing and other cities, because of the high rent and remote location of transit sites, the recycling cost is high. The difficulty of small cities is mainly that there are fewer recycling outlets and there are no large-scale and standardized recycling enterprises.

Shi Feng, deputy manager of China Renewable Resources and Environment Co., Ltd. said: "At present, the enthusiasm of the operators at the recycling end and the front end is not particularly high, and the profits are relatively low."　

Why does the replacement of used household appliances emphasize "recycling" at the same time?

In fact, in this round of documents related to promoting the trade-in of consumer goods, it is also mentioned that it is necessary to improve the recycling system of used household appliances. Why should we emphasize recycling? What is the value of recycled waste household appliances?

In this waste household appliance dismantling factory in Yutian, Hebei, the reporter saw that workers were skillfully dismantling refrigerators on the assembly line. Here, 3 million sets of waste household appliances can be dismantled every year, and 60,000 tons of resources can be recovered. After that, these recycled materials extracted from waste household appliances will be transported to manufacturing enterprises to become raw materials for new products.

Experts say that renewable resources are an effective supplement to primary resources. In 2023, China recycled about 260 million tons of waste steel, which ensured more than 20% of crude steel production needs. Up to now, the number of household appliances such as refrigerators, washing machines and air conditioners in China has exceeded 3 billion. Every year, 100 million to 120 million used household appliances are eliminated. If these used household appliances are not disposed of properly, it will harm our environment.

Zhu Liyang, president of China Circular Economy Association, said: "Waste household appliances contain a lot of heavy metals such as lead and mercury, and hazardous wastes such as fluorescent powder and waste oil. If they are dismantled through informal channels, it will increase the risk of environmental pollution and cause serious waste of resources."

Experts said that waste household appliances entering the standardized recycling channel can not only reduce potential safety hazards and promote consumption, but also save resources, promote energy conservation and carbon reduction and protect the environment.

"internet plus Recycling" household appliances recycling is more convenient.

Now, it seems that low price, few outlets, and no one coming to recycle are the "embarrassing" problems encountered in the replacement of home appliances. How to get through this blocking point and smooth the consumption cycle of household appliances renewal? What are the practices in various places? Let’s go to Hangzhou, Zhejiang first.

Zhang Xiaoyi, who lives in Yuhang District, can’t use his computer because it is old and damaged. Under the recommendation of the community, he made an appointment for recycling used household appliances from the mobile phone applet. The staff of the recycling company came to the door soon, and Zhang Xiaoyi got the environmental protection fund from 20 yuan.

These waste household appliances will be clearly marked on the mobile phone applet. After recycling, they will be transported to the sorting center for sorting and warehousing, waiting to be sent to the downstream for dismantling and sales. Each household appliance will be labeled with a QR code, and the staff can scan it and enter the relevant information into the big data platform.

At present, Hangzhou, Zhejiang Province has established a whole chain of waste household appliances recycling from user recycling, transportation to dismantling enterprises. The reporter learned from the Yuhang District Bureau of Commerce that in 2023, only Yuhang District recycled more than 82,000 tons of used household appliances, and the retail sales of household appliances exceeded 5.76 billion yuan, a year-on-year increase of 43.5%.

Fu Rong, director of the Yuhang District Bureau of Commerce, expressed the hope that consumers can replace outdated household appliances with smarter, greener and more environmentally-friendly high-tech products by exchanging old ones for new ones, and enjoy the dividend of the times when technology is changing with each passing day.

"One-stop" for recycling, dismantling and reuse of recycling factories in home appliance enterprises

In Shandong, not only did the government implement relevant reward and compensation programs to help household appliances trade in old ones, but some household appliance enterprises also used their own production lines and logistics advantages to establish a more sophisticated recycling system for used household appliances. Let’s watch together.

In Laixi, Qingdao, Shandong Province, this home appliance recycling interconnection factory, which integrates "recycling, disassembly, regeneration and reuse", iron, aluminum, copper, some hard plastics, wires and wires produced by dismantling waste home appliances can be utilized as resources.

The person in charge calculated an account for us: taking a 220-liter refrigerator as an example, about 9 kilograms of plastic, 38.6 kilograms of iron, 0.6 kilograms of aluminum and 1.4 kilograms of copper can be produced after disassembly and circulation; A drum washing machine can remove about 11 kilograms of plastic, 23 kilograms of iron, 1.5 kilograms of copper and 0.5 kilograms of aluminum. These materials can be recycled.

Household appliance stores integrate resources for new ones and collect old ones at the same time.

In order to make it easier for people to replace their home appliances with new ones, many shopping malls and e-commerce platforms have now launched a one-stop service of "buy+collect old ones". Whether online or offline, when buying a new machine, just fill in the old model and express logistics personnel can come to the door for recycling.

In this home appliance store in Beijing, the salesperson told the reporter that recently, according to Beijing’s old-for-new subsidy policy and the preferential conditions of home appliance manufacturers, a home appliance can be given a maximum discount of 15%. At the same time, the price of used household appliances evaluated by small programs can be deducted to buy new machines. Household appliances that used to cost 10,000 yuan can now be cheaper than 1,500 yuan through trade-in, and manufacturers have also introduced convenient services. Users only need to move their fingers on their mobile phones to complete the replacement.

It’s easier to get rid of the old and more willing to get new ones.

It is easier to get rid of the old and more willing to get a new one. If the recycling channels are unblocked, the people can better enjoy the policy and upgrade their home appliances to intelligent and green, which will eventually benefit the environmental construction of energy conservation and emission reduction.

　　When you shop online, will you take out a single "freight insurance"? Or will you give priority to the store that has already purchased "freight insurance" to place an order? Recently, many users have found that the online shop they often buy suddenly doesn’t give away shipping insurance. Have you encountered this situation?

　　It is understood that freight insurance was first introduced in 2010 to reduce the cost of returning goods to consumers. Due to the good market response, this type of insurance has gradually become the "standard" for major e-commerce platforms to attract customers. However, in the past ten years, freight insurance has not only optimized the shopping experience, but also pushed up the return rate to a certain extent, and even bred the "professional wool party" of "false insurance fraud", which greatly increased the operating pressure of merchants and insurance companies. When all parties lose enthusiasm, where is the future of freight insurance? How to plug the loopholes in the compensation mechanism?

　　Online shop merchants: "worry-free order" pushes up the return rate

　　The data shows that in e-commerce sales, the return rate of shoes, clothing, accessories and other categories remains high. Some shop merchants said in an interview with reporters, "Shut down ‘ Freight insurance ’ Worried about fewer orders and lower store scores; If it doesn’t, the return volume is really scary. "

　　The reporter interviewed an e-commerce operator, Zhang, who had previously run a women’s clothing store, which was closed in the second half of last year. The owner said that the competition for women’s wear is fierce and it is normal for consumers to shop around. However, she said that under the "worry-free return" mode, some customers are too "impulsive" to place an order. "The same dress, three yards each in two colors, and two of them are returned halfway." The reporter observed that in addition to women’s wear, the return rate of children’s wear, men’s wear, daily necessities and other categories is also increasing year by year. From the merchant’s point of view, the premium cost of each item will be increased by about 5 yuan when giving away the "freight insurance" service. If the return rate is too high, it will be "not worth the loss".

　　Online shopping returns have a scam freight insurance "bonus hunter" of more than 3 million

　　The problems brought by "freight insurance" are increasingly apparent. For merchants, the increase in return rate invisibly increases operating costs; For insurance companies, payout ratio is high, and there is still the risk of being cheated. Recently, the Shanghai police cracked an insurance fraud case in which an online shop made a fictitious transaction to defraud the return freight insurance, and arrested 13 suspects, involving more than 3 million yuan.

　　In January this year, an insurance company in Shanghai reported to the police that the logistics information of part of the return freight insurance claimed by the company was completely inconsistent with the information of the person who placed the order, the address of the order and the return time. Some orders were even returned much earlier than the receipt time, and these abnormal orders were concentrated, which was suspected of being cheated.

　　Liu Qin, deputy head of the second brigade of the first detachment of the Economic Investigation Corps of Shanghai Public Security Bureaugovern：The concentration of this abnormal situation in which criminals place orders in these online stores is quite obvious. In other words, these so-called false orders are concentrated in those more than 100 stores.

　　The police found that these online stores immediately received more than 100 orders after successful registration. After obtaining the compensation for the return freight of the insurance company, these online stores no longer have new orders. And these logistics document information of delivery and return are forged, and some of them are even thousands of kilometers apart from the delivery address of the order and the delivery address of the return.

　　Liu Qingovern：In order to implement insurance fraud to the maximum extent, these criminals artificially pulled the distance between the two places of origin to the longest. For example, in our case, the store may be set in Tibet, and the so-called receiving logistics address of the brush hand is set in Guangdong.

　　The police immediately filed a case for investigation.

　　After investigation, the criminal suspect Wang used more than 100 online shop accounts opened, together with Peng, Chen Mou and others, to defraud the return freight insurance claims in the form of fictitious transactions. In the meantime, Wang paid the relevant funds for ordering, and 12 people, including Peng and Chen Mou, placed orders in batches to buy small commodities.

　　Liu Qingovern：They, a group of people, first placed an order for low-priced mobile phone cases in these props stores. After placing the order, they immediately uploaded the fake logistics information of the fake delivery. After the brush saw it, they immediately ordered a refund. After the refund, they then sent the fake logistics information to the platform.

　　False application for return, forged thousands of documents to defraud insurance

　　Wang and others falsely applied for a return when the store didn’t actually deliver the goods. By forging the delivery and return logistics documents, they falsely applied to contact the express logistics to return the goods, and defrauded the insurance company of more than 3 million yuan in refund insurance claims. After finding out the criminal facts of the gang, the Shanghai police launched a network-closing operation.

　　By the end of April this year, the police had arrested 13 suspects, including Wang. After investigation, the criminal gang arranged for the fraudulent delivery and return of logistics documents, with 10% of each freight order as a reward.

　　Liu Qingovern：Every day, dozens of brushes are the least, basically hundreds, and many have nearly a thousand orders.

　　At present, five suspects, including Wang, have been arrested by the procuratorate for alleged insurance fraud, and the remaining eight suspects have been criminally compulsory according to law. The case is under further investigation.

　　According to the police, the follow-up of the case will also be traced and cracked down on the brushing personnel and the source of express information, and the financial black and gray industrial chain will be cut off.

　　Deceiving insurance to a certain amount will commit insurance fraud.

　　In addition to "false order" fraud, now a small amount of "single fraud" has also formed a gray industrial chain. Specifically, the payment amount of freight insurance is relatively fixed, but if you choose to send it back by yourself, there is room for bargaining the actual return fee, and some buyers will return it maliciously after placing an order in batches to take the difference between the claim and the courier fee. Article 198 of China’s criminal law stipulates that those who engage in insurance fraud activities with a large amount shall be punished as insurance fraud.

　　How to crack down on insurance fraud without "accidentally injuring" consumers?

　　For consumers, online shopping can’t touch the real thing and see the effect. Without freight insurance, the cost of trial and error becomes higher, and even the desire to shop is reduced. However, some people use the "bonus hunter" of freight insurance and the high rate of commodity exchange, which really makes businesses complain. How to crack down on insurance fraud without "accidentally injuring" consumers?

　　At present, the existing platforms have introduced measures to reduce the merchant’s freight insurance, such as simplifying the return procedures and judging abnormal accounts to solve the problems. Legal experts also believe that it can be comprehensively managed by raising premiums, or stipulating deductible or deductible, and improving consumers’ platform credit rating. Some insiders also said that e-commerce platforms should also break the "information island" mode, so that accounts with bad behavior on one platform can be quickly identified on other platforms.

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