The market share of the new energy market is still rising at an alarming rate, and when it comes to April 2022, major brands were supposed to release a series of blockbuster products at the Beijing Auto Show, but because of the new crown epidemic, they were indefinitely postponed and had to rearrange the product schedule, including a number of new power brand new cars.
In the head of the "Wei Xiaoli" camp, the interiors of the Weilai ES7, Ideal L9 and Xiaopeng G9 were originally scheduled to be released at the Beijing Auto Show in April, but at present, it may be later to meet with everyone.
However, this does not prevent us from continuing to analyze each car, and today we are focusing on the ideal L9.
As the second brand new model of the ideal car, the ideal L9 has always been very concerned, some time ago the official also regularly released some breaking news, which could have been seamlessly connected with the release date of the Beijing Auto Show, but now the postponement of the auto show, the product has not been released, the material exposure is almost the same, and the heat has also appeared some breaks.
Compared with Weilai and Xiaopeng, the ideal currently has the fewest products on sale, only the ideal ONE car, but the sales volume is not much at all, can be called the "efficiency" of the highest product, which can also reflect that the ideal ONE does meet the needs of a part of the group, achieved a market breakthrough, has its own place, rather than simply relying on the new energy of dongfeng to obtain sales.
The ideal L9 is still the positioning of the Dad car, but it does not aim at the low-end market, but aims at a more high-end market, not only the size is larger, the length of the car reaches the 5.2m level, which is comparable to the Mercedes-Benz GLS BMW X7, which costs more than one million, and the power system still continues the ideal ONE range extender power form, but it is upgraded to a 1.5T four-cylinder range extender, and the official news shows that the car is priced between 450,000-500,000 yuan according to different configurations.
In view of the highlights of the configuration and functions of the ideal L9, the major platforms of the whole network have long been able to check, and the official itself has also carried out several rounds of revelations, which are no longer listed in detail here, and today we still talk about the problem of the ideal L9 market level.
Although today's ideal car has been in the head of the new force, but due to the lack of product quantity, the impact of bicycle sales is very large, once the ideal ONE is a little windy, it will lead the whole body, from this point of view, compared to Weilai and Xiaopeng, the ideal is to be more passive, in the head chair "sitting less stable" state.
Even in such a state, the ideal car still bet the second product on a full-size SUV with a starting price of nearly 500,000 yuan, then behind it shows that the ideal side is full of confidence that such a car can be sold, and it has been determined that the ideal L9 will definitely sell well.
In fact, this does not need to speculate, from a variety of information can find evidence, a recent official news shows that Sichuan Ideal Xinchen Technology L2E15M range extender officially rolled off the production line, marking the phased success of the cooperation between Xinchen Power and Ideal Automobile, the first phase of the project capacity planning 200,000 units, of which 2022 is expected to have an estimated production capacity of 80,000 units.
According to public information, Sichuan Ideal Xinchen Technology is a joint venture company formed by Ideal Automobile and Mianyang Xinchen Power, and this range extender, code-named L2E15M, is the new 1.5T four-cylinder range extender on the Ideal L9.
At present, there is no news that the ideal ONE will switch to this four-cylinder range extender, for this joint venture company led by the ideal, the probability of the range extender being exported to other car companies is obviously not too high, which means that this range extender will only be used by the ideal L9 for a period of time in the future.
Previously, the ideal L9 was planned to be released at the Beijing Auto Show, and it would be able to be mass-produced and delivered in about May, which was calculated by combining the expected production capacity of 80,000 units of range extenders, which meant that the sales of the ideal car for the ideal L9 in 2022 were expected to be 80,000 units, and the average monthly sales were exactly 10,000 units.
With a monthly sales of 10,000 vehicles, it doesn't seem like a big problem, but don't forget the positioning of the ideal L9, which is a 5.2-meter long + three-row new energy SUV.
In fact, such a positioned product, whether it is a luxury brand, a traditional joint venture brand or an independent brand, has not had any precedent for continuous monthly sales of more than 10,000, and even 5,000 monthly sales are extremely rare.
The data is not deceiving, we first take the ideal L9 misplaced competition Mercedes-Benz GLS and BMW X7 data comparison, first of all, for the single car price of more than one million yuan user group, will consider a 500,000 yuan car, this matter itself has doubts, we temporarily avoid talking about, only from the market size point of view, Mercedes-Benz GLS and BMW X7 monthly sales of only more than a thousand vehicles, in 2021, Mercedes-Benz GLS annual sales of 15,000 vehicles, BMW X7 annual sales of 11,000 vehicles. Even if the ideal L9 snatches away all the customers of both, it is only 26,000 vehicles, and this market is not large.
If you do not compare the official benchmark GLS and X7, only consider the medium and large SUV of 500,000 yuan, and none of them has a monthly sales of more than 10,000.
Volkswagen Tuon, as the largest SUV of the Volkswagen brand size, is a full circle larger than the Audi Q7, wearing a VW gold signboard, and a VR6-cylinder engine is also provided with a high-end, which is not a weak competitiveness, right? In 2021, the company will sell 39,000 units, an average of more than 3,000 units per month.
Changan Ford Explorer, built on a vertical rear-drive platform, in the mouth of many fans of a car full of sense of justice, the top model configuration and materials are not stingy, such an authentic American-derived three-row SUV, sales of 29,600 in 2021, the average monthly sales of less than 2500.
From this point of view, if the ideal ONE priced at 300,000 yuan can be sold hot, it is to grab the market for Toyota Highlander and other models, then for the ideal L9, which has jumped to the price of 500,000 yuan, the ideal car may not be ready to grab whose market, but to create a new market.
People in this market are firmly believe that the ideal L9 can indeed use 500,000 prices to achieve a luxury brand million-level SUV, and then pay the bill, or do need a dad car that can hang a green card, and feel that the ideal ONE is not high-grade, 500,000 is just right, and the reason why they did not buy other joint venture cars at the same price before is only because they do not meet their various needs, as for the "just need with children", before the advent of the ideal L9, it was fictional.
China is rich in land and has all the needs, which is naturally true, but 120,000 per year is not a small number, and the ideal can find so many potential users, we will wait and see.