In January, the sales of new forces were released, and the question world was super ideal, and Xiaopeng was cold
Text/Hughes
The first month of 2024 has ended, and various car companies have also announced corresponding sales data, and the sales of most car companies have declined to a certain extent compared with December last year, but some car companies have increased accordingly. Let's take a look at the performance of each car company among the new power brands.
The first to win the sales championship of the new forces was not the ideal of dominating the list many times before, but was won by the questioning world. The delivery volume of Wenjie reached 32,973 vehicles in January, an increase of 34.76% month-on-month, which also had a certain increase compared with December, of which the sales volume exceeded 1,000 for 24 consecutive days, which was also the first time in the history of Wenjie to win the sales championship of new forces.
In terms of the sales of specific models, in the case that the M5 was forgotten and the M9 has not yet been delivered, the M7 has undoubtedly become the sales leader, selling 31,253 units, which is also the sales champion of the new power model, which is enough to see that after the production capacity of the Wenjie is improved, the delivery capacity has been greatly improved, and the previously squeezed orders can be released faster, and it can also be seen that consumers are very recognized by the M7, and the sales are rising.
In the future, the production capacity of the M7 will be further improved, and it is not impossible to eventually reach 40,000 units per month, coupled with the delivery of the M9 and the facelift of the M5, the overall brand sales can also go to a higher level, and it is no longer the M7 alone.
The previous new energy sales champion Li Auto sold a total of 31,165 units in January, a decrease of 38.1% month-on-month and a year-on-year increase of 105.8% compared with December last year. It can be seen that in the hot December, the ideal sales have dropped to a certain extent in January, compared with the sales of more than 50,000 have a lot of decline, but the gap with the sales of Wenjie cars is not large.
At the beginning of January, after smelling the strength of Wenjie, Ideal carried out price reduction promotion for all models, which made the sales in the second half of the month rise to a certain extent, and finally narrowed the distance between it and Wenjie. Li Auto's sales target for this year is 800,000 units, which seems to be quite difficult to achieve at the moment, but the overall performance will improve after the subsequent launch of the lower-priced Li L6 and the all-new Li MEGA MPV. The new L-Series will also be launched in March, but pricing is a problem, and if it returns to the previous guide price, overall sales may fall again, and it will also be compressed by the Ideal L6 of the same door.
The delivery volume of the other three new power car companies, Leapmotor, Weilai Automobile and Nezha Automobile, exceeded 10,000 units in January, although there was a certain degree of decline compared with before, but it is reasonable to say that the sales volume was low in January.
It is worth mentioning that Xpeng Motors delivered only 8,250 units in January, falling into a significant trough, as a member of the three dragons of the previous new forces, such a result is indeed surprising.
Since the second half of last year, Xpeng's sales have been good, and the overall trend is still on a steady upward trend, and finally 20,115 units were delivered in December. Among the deliveries of specific models in January, the new MPV Xpeng X9 launched in January reached 2,478 units, which means that the total deliveries of the rest of the P5, G6 and other models were only more than 5,000 units, which was indeed lower than expected. In this regard, Xiaopeng has specifically pointed out that January is the off-season for industry sales, and Xiaopeng still has a lot of cards that have not been played, and the executives are making rapid adjustments in recent days, and the forecast for the whole year is still quite optimistic.
Write at the end:
In January, the off-season of sales, not only the new forces declined, but also the traditional car company BYD also fell accordingly, and this trend is expected to spread to February. If they want to achieve good results, car companies also need to spend more thought on the overall strategy.