Under the rectification of the Iron Lady Wang Fengying, the sales volume of Xiaopeng Motors will continue to grow in the second half of 2023, and under the influence of external factors such as Zeekrypton 007, Galaxy E8, and the price reduction of the ideal system, the opening of the door will be unfavorable in 2024, and the sales volume will remain at more than 1,000 units per week for three consecutive weeks, and the monthly sales of 4,000 or 5,000 units are not an ideal number for Xiaopeng.
In the face of the decline in sales at the beginning of the New Year, Xiaopeng made a big move, P7i models are all reduced in price, and the Pengyi performance version is a vertical price reduction of 50,000, which is not insignificant! I believe that after joining the price war, Xiaopeng Motors can get a significant increase in sales in the fourth week of January and even the next two months, and use price concessions to resist the impact of competing factors such as Krypton 007 and ideal price reduction!
But after all, the price reduction of a model is not wide, and the sales increase brought by it is still limited, but it is only in January at the beginning of the year, and it is not possible to play all the cards, and the next few months will not be hungry. It is expected that in the second quarter, Xpeng Motors will also choose some models to reduce prices significantly, in exchange for a relay increase in market sales!
Let's boldly predict what models Xpeng Motors may have to reduce the price and change the volume next, and why them?
Why Xpeng P7i will be slashed in January, sluggish sales must be the primary reason, and in addition, there will be a B-class sedan in June, positioned at 20-300,000, it is estimated that it will be named P6, to replace the P7i gear.
At the beginning of April in the second quarter of 2024, it is likely that the Xpeng G3i model will continue to reduce the price after the P7i, Xpeng G3i as an upgraded version of the old car, G3 has announced the discontinuation of production, and G3i may also have to cut the price to harvest a wave, but whether it will be discontinued depends on the sales situation. Another reason is that an A-class SUV will be launched in August, positioned at 150,000-200,000 yuan, and may be named G5, which happens to overlap with the G3i to achieve a perfect replacement. It also staggered the Model 2, a 150,000-class low-cost model that will be launched in 2025.
In the middle of the second quarter, if it is early, it will even be at the same time as G3i, Xpeng G6 may also face a small amount of promotion, not only to boost sales and competitive pressure, but also because a new model B-class SUV will be launched in the third quarter, which is slightly higher than G6, positioned at 250,000-300,000, and may be named G7, so G6 will be staggered with G7, overlap and reduce internal friction.
At the end of the second quarter, Xiaopeng P7 may carry out a significant price reduction promotion, because in October, there will be a new car B-class coupe on the market, and the price is also 200,000-300,000, overlapping with Xiaopeng's current P7, so this new car may be an upgraded new model of Xiaopeng P7, and it is also necessary to do price reduction traffic harvesting at the same price and level before the new car is launched, and then make room for the new model.
In addition, in the fourth quarter, a positioning in the 150,000 level of A-class pure electric sedan will be launched, this car may be the first model of Xiaopeng and Didi's cooperation, that is, the first car of Xiaopeng's sub-brand MONA, the price is in the low-end market, and Xiaopeng and Didi signed a gambling agreement, that is, Didi must have sales guarantee for this car, and Xiaopeng will give Didi more rights and interests in the future. Of course, the car may also be named the P5 as a complementary gear to the P6 that was launched in June.
Have you noticed that Xiaopeng's sales in the first half of 2024 are relatively difficult, and only rely on the main sales force G6 and G9 to fill the façade, of course, the P7i price reduction will also bring objective growth, and join hands with P7 to raise the proportion of sedan sales.
But in the second half of the year, starting from the third quarter, Xiaopeng not only has a number of cars that can be reduced in price promotions in exchange for sales, but also how wide new models have been launched one after another, greatly enriching Xiaopeng's product line, dividing Xiaopeng's existing model gears into more detailed and more, forming a price matrix, bringing more choices to consumers, and the listing of new cars will inevitably bring immediate growth to overall sales.
Therefore, starting from June, Xiaopeng will inevitably grow by leaps and bounds in sales, and in the third quarter, there will be a headwind reversal in sales, and explosive models and sales blowouts will begin to appear. Then put an end to Xiaopeng's year-long sales rhythm of small steps and fast running, and achieve a big leap in sales.
Therefore, Xpeng Motors' official forecast to achieve breakeven as early as 2025 and achieve positive growth in hematopoietic capacity is supported by the product lineup. In 2023, the sales and service channels have been changed, and after another organizational adjustment will be carried out at the beginning of 2024, the sales volume will be completed only after the product ammunition is in place.
At the beginning of 2025, Iron Lady Wang Fengying will frequently appear in the media, marking that the reform has been effective, and Xiaopeng will get rid of the risk of being eliminated by the market in the continuous downturn, and officially enter a healthy large-scale speed and quality improvement track development.