Elated? BAIC BJEV's sales increased suddenly in March, and the target of 100,000 was a play?

On April 7, BAIC Blue Valley released BAIC BJEV's march production and sales data, and BAIC BJEV's sales reached 5735 vehicles in that month, with a cumulative sales volume of 9120 vehicles in the first quarter of this year, an increase of 189.62% year-on-year. Objectively speaking, the sales volume of BAIC BJEV is not high compared with the current mainstream car-making new forces and the new energy brands of traditional car companies, but the growth rate is amazing.

Compared with the sales of 1,065 vehicles in the same period last year, BAIC BJEV's sales in March increased by more than 400% year-on-year, and compared with the sales of 1,263 vehicles in February this year, its month-on-month increase also exceeded 350%. It is worth mentioning that BAIC BJEV's sales in March exceeded the sum of the first two months of this year, and if it is counted from January last year, its sales of 5735 vehicles in March are also at an all-time high, at this time BAIC BJEV seems to suddenly have a feeling of raising its eyebrows.

It is understood that BAIC BJEV currently has two brands, "BEIJING" and Jihu, of which "BEIJING" tends to be economically positioned for public sales, and Jihu is inclined to high-end positioning to target the C-end market. The editor of "Dao Ge Say Car" consulted BAIC BJEV insiders about the sales growth of BAIC BJEV in March, and the above-mentioned person told the editor of "Dao Ge Say Car" that the sales growth in March constituted both Zhongji Fox and "BEIJING", as for the reason, it did not reveal too much, only said that "accompany the market".

The B-end has more power or the C-end has a greater impact

From the perspective of car companies that are known to disclose sales in March, including new car-making forces and new energy vehicle brands or enterprises under traditional car companies, although they are mainly based on substantial growth, they have increased by more than 400% year-on-year, and it is rare to increase by more than 350% month-on-month. Of course, the terrible growth rate is related to the low base of BAIC BJEV, but it cannot be denied that the increase of more than 4,000 is definitely rare good news for BAIC BJEV.

What is the sudden increase? Which of the two brands "BEIJING" and Jihu has made greater contributions to the growth rate is undoubtedly easy to arouse people's curiosity.

As we all know, BAIC BJEV was a very representative new energy vehicle company in the past, and it has won the honor of winning the domestic new energy vehicle sales championship for seven consecutive years. In this process, it has also accumulated a good operating ability and operating advantages for the public sector, and Dai Kangwei, manager of BAIC Blue Valley and general manager of BAIC BJEV, has also said that BAIC BJEV will not give up its deep cultivation in this sector. The sudden increase in sales is easy to think of whether BAIC BJEV has secretly taken a big order for the public market behind our backs.

But at the same time, the increase of the Jihu brand may not be ignored, after all, BAIC BJEV's investment in Jihu is unprecedented, only the channel, by the end of 2021, Jihu Automobile has completed more than 120 authorized construction outlets, it is expected that in 2022, the marketing storefront will reach 150, and it is planned to cover 100+ cities and 380+ outlets in 2025. For large consumer products such as automobiles, the importance of channels is self-evident. Coupled with the recent wave of new energy vehicle price increases, Jihu is almost the last to join, and has not officially begun to increase prices so far, what should this wave of stimulation say?

All in all, this surge in sales is somewhat unpredictable. But in any case, BAIC BJEV or BAIC Blue Valley should be happy.

The sales target is no longer a castle in the air Beiqi Blue Valley raises its eyebrows?

Prior to this, Beiqi Blue Valley set the sales target for 2022 at 100,000 vehicles, and beiqi Blue Valley set a sales target of 100,000 vehicles, of which 40,000 were Extreme Foxes, so the sales target of the "BEIJING" brand will be 60,000 vehicles.

From the past data, this goal is more like a castle in the air, after all, the sales volume of the Pole Fox in 2021 is only more than 6,000, and the sales volume of Beiqi Blue Valley in 2021 is only 26,127 units, although the new energy vehicles are hot as usual, but the overall sales target is 100,000, and the sales target of the Pole Fox is 40,000, which is also a bit unattainable for the Beiqi Blue Valley, which is not a high base.

However, the surge in sales in March has undoubtedly brought greater confidence to BAIC Blue Valley to complete the sales target, and if the growth rate of sales in a single month of sales of more than 400% year-on-year continues, then according to the sales base of BAIC BJEV last year, this goal is not impossible to achieve. Even if you take a step back, in the next time, if BAIC BJEV can maintain its sales volume of more than 5,700 in March, there is no surprise that its sales will double at least in 2022.

And this is not impossible, as long as the "accompany the market" can do, industry data show that in February this year, the production and sales of new energy vehicles increased by 2.0 times and 1.8 times year-on-year, respectively, still continuing last year's high growth trend, and BAIC BJEV's sales only need to accompany the market, and there will be no accidents in the double sales volume. Of course, a good market does not mean that the company's sales will increase with it, ANDC BJEV's sales in the past year have obviously outperformed the industry, but only in terms of Sales in March, BAIC BJEV's 2022 seems to be very promising.

Judging from the performance released by major listed car companies, the profit loss of Beiqi Blue Valley is more obvious, although the revenue is also growing, and the profit is also reducing losses, but the performance pressure is still hanging on the head of Beiqi Blue Valley, and the signal of good sales is an excellent boost for this car company that is under performance pressure. It is worth mentioning that from all aspects of the news, the high-profile Jihu Alpha S new HI version will be delivered in the first half of the year, which is also a boost to the sales growth of BAIC BJEV.