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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 |
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