Yu Chengdong announced: more than 50,000 vehicles! The clerk was too busy
Per reporter: Li Xing, Dong Tianyi, per editor: Sun Lei
"The new M7 will exceed 50,000 units in 25 days after its launch." This is the most sales pitch heard by the "Daily Economic News" reporter when visiting a number of AITO experience centers in Beijing a few days ago.
"We're all too busy making decisions for online and offline users right now, and we can't keep busy." On October 9, a salesperson of an AITO experience center in Beijing told reporters, "Compared with competing models, the cost performance of the new M7 is very high in all aspects, and many customers are rushing to place orders." ”
Photo source: Photo by reporter Li Xing
On the evening of October 5, Yu Chengdong, executive director of Huawei, CEO of Terminal BG, and chairman of Intelligent Vehicle Solutions, announced on social platforms that since September 12~October 6, the new M7 has been on the market for only 25 days, and the cumulative number of Dading has exceeded 50,000 vehicles. On October 8, Yu Chengdong announced the latest "war report" on social media: on October 7 (as of 10 o'clock), the total number of new M7s was 55,506 in Dading, and 4,197 new units were added in a single day. Among them, the five-seat version accounts for 81%, the five-seat Max version ADS high-end package selection rate is 70%, and the six-seat Max version ADS high-end package selection rate is 68%.
The above-mentioned sales staff of an AITO experience center in Beijing also told reporters that he sold 5 cars on the last day of National Day. "Because the National Day is a few days off, everyone goes back to their hometown or travels, and there are very few customers looking at the car in the store. Until October 4~6, everyone returned to Beijing, and the number of people who went to the store to see and buy cars gradually increased. The above-mentioned sales staff of an AITO experience center in Beijing revealed to reporters that since the launch of the new M7, he has sold more than 20 vehicles.
The delivery of the new car will wait 4~6 weeks
"You first go to Huawei to see your phone and computer, and I'll receive customers who arrive earlier than you." On October 8, Zhang Heng (pseudonym), a sales worker at an AITO offline experience center in Changping, told reporters, "Before you, there were already several customers queuing, all waiting in the Huawei store. There are too many customers looking at cars and test drives, and they are really too busy. ”
A middle-aged and elderly couple who were looking at the car in the store told reporters that they have been paying attention since the launch of the new M7. "While we are paying attention to the new M7, we are also looking at the same level models of other brands, but in comparison, we still feel that we are most satisfied with the new M7. Because we not only believe in the Huawei brand, but also fancy the intelligent black technology equipped with the new M7. We also want to try new technologies to keep up with the times. ”
Photo source: Photo by reporter Li Xing
The reporter learned from a number of sales staff of AITO Boundary Offline Experience Center that the current delivery cycle of the new M7 is expected to be 4~6 weeks.
For the refund situation that the outside world is concerned about, Zhang Heng told reporters that users who have paid 5,000 yuan can only be refunded on the first day of Dading, and they cannot be refunded if they are outdated. "Because after the user selects the vehicle configuration, etc., the vehicle enters the scheduling period." Zhang Heng explained.
With the large increase in order volume, the delivery pressure is transmitted to Cialis. "In order to meet the delivery demand of 50,000 vehicles, Cialis Automotive Smart Factory is accelerating production capacity increase and making every effort to ensure the delivery of new vehicles." The relevant person in charge of Cialis told reporters that at present, the new M7 is undergoing mass production, and delivery has been opened in many cities, so users do not need to worry about delivery.
Recently, a picture with the theme of "Contact letter about AITO's new M7 supply chain being increased to 750 vehicles per day" circulated on the Internet. As you can see from the picture, Cialis is in contact with major supplier partners to improve the supply capacity of the new M7.
The picture shows that by October 5, the new M7 will complete the first phase of 450 vehicles per day supply capacity, according to market demand, Cialis Plant 2 will be produced on November 1 at 750 vehicles per day, and now requires the supply capacity of the whole supply chain to be upgraded to the same level by October 30.
For the content of the above-mentioned circulating pictures, the reporter immediately verified with Cialis, and the other party only said that he "saw" and did not deny the authenticity of the content.
The race against the ideal L7 continues
After the hot sale of the new M7, Li Xiang, chairman and CEO of Li Xiang, did not express his position, but the latest news on his personal Weibo was: "The delivery exceeded 40,000 / month in the fourth quarter, and went to another level!" Previously, Li Xiang revealed on Weibo that the M7 had brought a lot of trouble to the ideal car.
According to public data, the M7 sold 4,746 units in September 2022, and then exceeded 5,000 units in October. At the same time, Ideal ONE sales fluctuated.
"In the third quarter of 2022, the release and operation of the M7 directly crippled the ideal ONE, we have never encountered such a strong opponent, and we have no way to fight back for a long time." Li Xiang said that the super ability of "Huawei" directly caused the sales of ideal ONE to collapse and stop production early, losing more than one billion yuan in one quarter, and the team was crippled, which caused a large number of product experts who were struggling on the front line to leave.
Nowadays, the price range of the new M7 has been reduced by more than 38,000 yuan (249,800~329,800 yuan) compared with the previous model, and the price has once again widened the gap with the ideal L7 (319,800 yuan) and L8 (339,800 yuan) of the same class.
In addition, the most popular configuration of the new M7 is equipped with HUAWEI ADS 2.0 high-end intelligent driving system, and the intelligent driving assistance (urban NCA) function will cover urban areas across the country in December this year. In contrast, although the ideal intelligent driving has also entered the urban scene from the high-speed scene, the ideal AD Max 3.0 urban NOA navigation assistance driving system will start pushing internal test users from the second quarter of this year, and by the end of 2023, the number of domestic cities is expected to exceed 100.
Although it has advantages in price and intelligent driving functions, the new M7 has not yet formed an effective blow to the ideal car. After the launch of the new M7, Li Auto announced the latest sales data. A total of 36,000 new vehicles were delivered in September, an increase of 212.7% over the same period last year, setting a new record for monthly deliveries.
Image source: Sina Weibo (@李想)
Cialis came out of the trough of sales
When Yu Chengdong lamented that the new M7 explosion order "It's really not easy to come back from the dead", Cialis also had the same feeling. "It's kind of survived." Cialis relevant staff told reporters.
On October 9, Cialis' stock price rose again, reaching 61.29 yuan, with a total market value of 92.387 billion yuan. Since September, Cialis' stock price has risen continuously since the first limit increase on September 14, and the cumulative increase has exceeded 54%. Prior to this, due to the continuous decline in sales and the unsatisfactory performance of the half-year report, the stock price of Cialis once fell to 36.69 yuan, compared with the highest point of 90.5 yuan in June 2022, a drop of nearly 60%.
At that time, sales of the Qianjie series continued to decline. According to public data, in January this year, the sales of the Qianjie series were only 4,475 units, down 56% from the previous month; Monthly sales in February~March were 3,505 units and 3,679 units, respectively. It was not until June that the overall sales of the series recovered to nearly 7,000 units. However, in July~August, sales of the Qianjie series fell again when sales of emerging automakers such as Wei Xiaoli rose sharply month-on-month.
In particular, the old M7 also suffered cold in the first half of this year. According to public data, in January this year, the sales of M7 were 1,737 units, down 56% from the previous month. Since April this year, the sales of the M7 have been below 1,000 units in July, and the lowest was only 432 units. "Over the past year or so, Huawei has stepped into a completely new field and made some achievements. At the same time, because of lack of experience and experience, some detours were taken. In July, Yu Chengdong said this when asked how he thought about Qianjie's sales.
With the hot sales of the new M7, Cialis' sales are also growing rapidly. A few days ago, Cialis released the latest production and sales report. Data show that in September, Cialis new energy vehicle sales were 10,246 units, a year-on-year increase of 64.12%, temporarily out of the trough of sales.
Image source: AITO Auto WeChat public account
"We believe that investors should not only see that the M7 exceeds expectations at the level of cost performance, but also pay attention to the work of Huawei and Cialis in product definition, channel operation, pricing method (smart driving package charging rights adjustment), and the system ability to quickly adjust product strategy." CITIC Securities commented in its research report that the new M7 is only the first shot of the cycle rebound of the Qianjie model, and the subsequent models are worth looking forward to.
According to the product plan, AITO M9 will be released in December this year. Yu Chengdong said that since the blind booking opened on September 25, the M9 with a pre-sale price of 500,000~600,000 yuan has won a large number of orders with only a few renderings and a small amount of configuration information. Yu Chengdong revealed that as of October 7, M9 has generated a total of 10,450 blind orders, and retained 8,040 orders; On the same day, 333 vehicles were blindly ordered, 26 vehicles were cancelled, and 307 vehicles were net blindly ordered.
"The momentum is still too strong, and next year's deliveries must be carried out, and the plan is guaranteed by the positive mass supply." Yu Chengdong said.
In addition to the M9, the "LUXEED Intelligent World" brand cooperated by Huawei and Chery is also accelerating. Recently, in the 374th batch of "Road Motor Vehicle Manufacturers and Products Announcement" of the Ministry of Industry and Information Technology, Chery pure electric coupe officially passed the declaration (including 3 models). According to the information, the body of the car has the "LUXEED" brand logo, and the rear of the car uses the logo of the "Chery Automobile" manufacturer and the "Zhijie S7" model name.
According to Yu Chengdong, the Zhijie S7 will be equipped with the Harmony 4 system and Huawei's high-end intelligent driving system ADS 2.0, which is expected to be released in November. "The Smart S7 surpasses the Tesla Model S in every specification." Yu Chengdong said. With the gradual release of new cars, Huawei's smart car model is also fully rolled out.
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