In March, the sales ranking of the new forces was released, and it can be seen that the market pattern has quietly changed, and the former "Wei Xiaoli" is almost difficult to reproduce.
With 31,727 units delivered, AITO won the sales championship again, widening the gap with Li Auto to nearly 3,000 units, and it is worth mentioning that it has surpassed Li Auto for three consecutive months. Among them, 18,479 units of the new M7 were delivered in a single month, accounting for 77.5% of sales. At the same time, the price adjustment of the new M7 has lowered the purchase threshold, which will undoubtedly bring greater market pressure to Ideal and other competing products.
Li Auto delivered 28,984 units in March, below expectations, but up 39.2% year-on-year, and cumulative deliveries in the first quarter reached 80,400 units, up 52.9% year-on-year. The listing of Ideal MEGA did not meet expectations, resulting in a slowdown in growth. Ideal plans to announce the L6 price at the 2024 Beijing Auto Show, against the new M7, whether it can bring new growth, how much market energy it can have, it is not easy to say, after all, because of some negative news, the ideal brand image has been damaged, and the sales of the entire product family have been implicated.
Xpeng sold 9,026 units in March, of which 3,946 units were delivered for the X9. However, an MPV has become the main sales force, which is not a good phenomenon in itself, indicating that other Xpeng main models such as P7, P5, G6, and G9 have not become popular models. On April 1, Xpeng Motors announced that it would reduce the price of the G9, and the current car will be reduced to up to 20,000 yuan for a limited time, and the current car will start at 243,900 yuan after the subsidy.
Leapmotor also hasn't been in the top three for a long time, with 14,567 units delivered in March, up more than 136% compared to the same period last year. It is worth mentioning that Leapmotor is also the fourth new power company to be listed in Hong Kong after Ideal, Xiaopeng and Weilai. On March 2, the Leapmotor C10 was launched, with a starting price of 128,800 yuan, and the intelligent driving experience is higher-level, which is also worth paying attention to whether it can help Leapmotor further expand sales and consolidate its market position.
Compared with other fast-growing new forces, Nezha Automobile was a little disgraced in March, delivering only 8,317 vehicles, down 17.55% year-on-year, and 24,434 vehicles in the first quarter, down 6.65% year-on-year. The industry analysis is mainly affected by the reconstruction and expansion of the factory.
Although the ranking is not particularly high, Zeekr's March report card is very golden, with 13,012 units delivered, a year-on-year increase of 95%, especially the new 001 exceeded 30,000 units in the first month of launch, reflecting its strong competitiveness. With the delivery of orders, ZEEKR is expected to improve its sales ranking, and it will not be too surprising to break into the top three.