Judging from the recently announced domestic high-end pure electric brand insurance volume in March, the luxury pure electricity market pattern is changing, unlike the BBA list in the era of fuel vehicles, the era of new energy vehicles, the top three sales lists of pure electric brands are Tesla, Weilai and BMW.
In March, in the pure electricity market of more than 300,000 units, Tesla sold 39,353 units, winning the first place with an absolute advantage, the Chinese brand Weilai ranked second with a sales volume of 9829 units, and the traditional luxury brand BMW ranked third in the list with a result of 3123 units. Interestingly, the total sales of the three BBA companies, Mercedes-Benz + BMW + Audi is 4438 units, less than one-half of the sales of the second Weilai 9829 units, which is not expected by many people.
In terms of sales, Tesla and Weilai have opened an absolute gap with BBA, and from the average transaction price, in fact, Weilai also has advantages. We can compare with recent data: the average price of Tesla bicycles is 285,000 yuan, the average price of Mercedes-Benz, BMW and Audi bicycles is 481,900 yuan, 402,300 yuan and 326,800 yuan respectively, and the average price of Weilai's brand is more than 440,000 yuan. That is to say, in addition to the average transaction price of Weilai, which has surpassed BMW, Audi and Tesla, second only to Mercedes-Benz. That is to say, Weilai has jumped out of the model of low-price sales that Chinese car companies have always had, and is one step closer to rewriting the luxury market pattern from BBA to NBA's "small goal".
In addition, in terms of product layout, NIO will deliver three second-generation technology platform NT2 models in 2022, of which NIO ET7 has started delivery on March 28, while ET5 and ES7 will also be delivered within the year. In addition, NIO will continue to enter the European five-country market this year, including in the BBA's hometown of Germany will also achieve the landing of NIO's system-wide capabilities such as products and services, and the sense of crisis in the BBA is bound to be stronger.