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This is the 859th original article on the front of new energy
Time flies too fast, the first month of 2024 has passed in the blink of an eye, and the car companies have also handed over the sales data of the past month on time, and they have all collapsed, just like the big A, which collapsed in January, but the sales crash of the car companies in January is a bright card, but the big A is not, who would have thought that there would be a stock market crash at 3000 points......
The range-extender duo is strong
Since there are more or less actions in December to complete the impulse of the 2023 sales target, the sales in January will not look good, but just like the wind knows the grass, the more in this unfavorable environment, the more you can see the background of car companies, especially in 2024, where the competition is bound to become more and more fierce, the sales volume in January can be used as a preview of the annual sales ranking to some extent.
GAC Aion's sales in January were 24,947 units, a month-on-month decrease of 45.70%, and last month's sales were 45,944 units.
In the case of the old brand Aion car, the sub-brand Haobo is not very successful, how to break through Aion in 24 years is a problem, last year's goal is to protect 500,000 and 600,000 vehicles, but in the end even 500,000 are not guaranteed, this year's goal is 800,000 vehicles, how to complete such a radical goal, and see how the company plays the card, anyway, the new energy is more pessimistic about it.
Ideal January sales of 31,165 units, down 38.11% month-on-month, last month's sales of 50,353 units, although the month-on-month decline does not seem small, but we all know the reason, on the contrary, seeing the ideal sales target of 31,000 units, the new energy front can not help but sigh again: ideal is ideal, always exceed market expectations!
In the field of extended range, the ideal competitiveness is needless to say, now it depends on the sales performance after the official launch of the pure electric MEGA in March, if it can also be successful, the 24-year goal of 800,000 units may really have a chance to achieve!
The sales volume in January was 32,973 units, an increase of 34.76% month-on-month, and the sales volume last month was 24,468 units.
However, many people advocate that Wenjie has since surpassed the ideal to become the new king of extended range, or be objective, relying on Huawei's strong brand appeal, coupled with the competitiveness of its own models, Wenjie is indeed expected to become an important role in the new forces, but the sales in January are largely due to the delivery of previous stock orders, and more importantly, the continuation of the future.
Having said that, looking at the ideal from the January sales of the question world, I feel that the ideal company is really powerful, and in the case of almost close hand-to-hand combat with the question world, it can still achieve sales of 31,000 units in January, which is incredible, and can compete with a giant like Huawei at this level, whoever comes has to have a few thumbs.
Difficult brothers
Xpeng sold 8,250 units in January, down 58.99% month-on-month, and sold 20,115 units last month.
Although the official deliberately picked a year-on-year increase of 58% data to look a little better, but what the hell was like last year, don't you know what it looked like?
According to the official statement, Xpeng X9 delivered 2478 units in the first month, that is, there are only 5772 remaining models, and the main models are p7i and G6, which is really disappointing.
Then the question arises: whether it is the X9 or the previous G6, the official statement is that the orders are very considerable, but why is it very bad in terms of sales in the end?
Either the production capacity can't keep up, or the order data is flooded, of course, it may also be because the production capacity can't keep up, coupled with the fierce competition in the industry, the production capacity slowly rises and the orders are lost, running to competitors.
Although the official and online have blown G6 into the sky before, LEO said at the beginning, "I am not optimistic about G6, because the design is too ugly!"
How important is the appearance for the sales of a car, it cannot be overemphasized, you must know that the main force of domestic car sales is still family users, and the purchase decision of family users depends to a considerable extent on the hostess, whether the hostess likes a car or not, and whether to buy a car, the most important factor is the interior and appearance, and other performance, intelligent driving level are secondary, and they may not even be ranked first.
A big reason for the success of Xpeng P7 is the appearance, and the dividend of intelligence was enjoyed at the beginning, but after P7, the company seems to have lost the ability to design a good-looking model, and the models that came out later are more ugly than the other.
On the contrary, the ideal is too smart, and the materials are carefully used in places that consumers can see, and the appearance of the car, especially the L series in the back, makes me, a straight man, excited, and the interior is also at first sight, not to mention lesbians.
That's why it is said on the Internet, "Don't take your wife to test drive, otherwise you will most likely become a car owner." ”
If the models behind Xiaopeng can't solve the problem of appearance, then its target can only be positioned at young male technology enthusiasts, they can care less about the appearance of the car, and pay more attention to the configuration and intelligent driving level, but how big is this group, in addition, they should consider finding a girlfriend, and there is a question of whether to respect the idea of a girlfriend.
Xiaopeng's intelligent driving image has not only been robbed of a lot by other car companies, especially Huawei, but even last year because of the "He Yu War", there was a serious problem of disenchantment.
And when will the capacity problem be solved?
At this time, look at the ideal,The first month of the new model can achieve the level of delivery of more than 10,000,You know that this company is not so simple,It is by no means as simple as many people say"Refrigerator color TV sofa",Its user demand insight ability、Product delivery ability、Supply chain management ability,It is a lot of new forces and even many old host manufacturers to learn and make up。
NIO's January sales were 10,055 units, down 44.18% month-on-month, and last month's sales were 18,012 units. Although it is also the result of price reduction, it can at least be seen that Weilai's price reduction is still a little more effective than Xiaopeng's price reduction, after all, Weilai's previous brand building was relatively successful. Judging from the situation in January, NIO is likely to be less pessimistic in 24.
Slightly more than expected
ZEEKR sold 12,537 units in January, down 6.97% month-on-month, and sold 13,476 units last month, which was quite strong, which has a certain relationship with its failure to rush sales in December, and it also shows that the company's sales are in the process of recovery. It has been said that in terms of starting point and hardware, ZEEKR has enough imagination, but the development behind it has been average, and I hope it is a thick accumulation.
Leap's sales in January were 12,277 units, down 34.06% month-on-month, and last month's sales were 18,618 units, which can be said to be quite good. For Leap, this year's sales volume will not necessarily be a problem, but profitability may be postponed again, unless the volume increase rate can be greater than the price reduction.
VOYAH sales in January were 7041 units, down 29.71% month-on-month, and last month's sales were 10017 units.
Finally, BYD, sold 200,000 units in January, a year-on-year increase of 34%, a month-on-month decline of 41%, it should be said that the sales level of 200,000 units is still quite good, which is thanks to the acceleration of going to sea, 36,000 sales in January, that is, more than 160,000 in China, as said before, BYD's core point of interest this year is whether exports can be increased, from the perspective of January, it may be worth looking forward to.
Several high-end new cars also performed well, looking up to U8 sold 1652 units, Equation Leopard sold more than 5200 units, it can be said that it has initially opened a hole in the high-end market, proving that BYD's way of lifting high through black technology is quite effective, and the follow-up high-end models continue to be worth looking forward to.
But having said that, BYD's growth rate this year should not be overly optimistic, especially in the domestic market, if the year-on-year growth rate in January can be maintained throughout the year, that is, a growth rate of more than 30%, it is very good, which has to be expected to be a good export performance.
In short, the growth rate of the new energy vehicle market this year should not be overly optimistic, but because the secondary market has fallen too much, the valuation is generally low, and there is no need to be too pessimistic.
Statement: The article only records the author's thoughts, does not constitute investment advice, investment has huge risks, need to be cautious and cautious, I hope you treat your investment like decorating a house, don't let the time to pick a company is not as much as the time you pick furniture, you can repeatedly weigh small money, how to treat big money is so sloppy?