Xiaomi SU7 delivery broke 1,000 in 5 days! Tesla fell off the altar, and the ideal weekly sales exceeded the world
Car stuff
2024-04-10 12:05Posted in Beijing Automotive Creators
Xiaomi SU7 deliveries may exceed 100,000 units by the end of the year, and Tesla's weekly sales will fall below 2,000 units.
作者 |Janson
Edited |
Xiaomi SU7 broke 1,000 units in 5 days of delivery, and Tesla's delivery "myth" is no longer there.
Chexi News on April 10, a few days ago, some media released the delivery data of domestic new energy models last week (April 1-April 7), and announced the delivery of a number of new car companies.
▲Last week's (4.1-4.7) domestic new energy vehicle deliveries (data from the Internet)
Judging from the data, there are several car companies that are particularly noteworthy. The first is the Xiaomi SU7, a recent hit model, which delivered a total of 1,091 units last Monday.
It is worth noting that Xiaomi cars were officially delivered on April 3, that is to say, it took only 5 days for Xiaomi cars to achieve more than 1,000 deliveries, which was also mixed with the Qingming holiday. Roughly calculated, Xiaomi Auto is very likely to achieve more than 6,000 deliveries this month.
For the first car of the new brand, this is a very good result.
▲Xiaomi SU7 delivery site
Secondly, Li Auto sold 5,626 new cars last week, once again surpassing its old rival Wenjie, which delivered 4,189 units last week.
After entering 2024, Li Auto's new power sales champion position has been taken away by Wenjie for three consecutive months, and even the single-week sales champion has been taken away by Wenjie many times. And last week the situation finally reversed.
However, it should also be noted that Wenjie Automobile also announced a price cut of 20,000 yuan last week, and the impact of the price reduction may be gradually released this week.
The most surprising may be Tesla, which sold only 1,907 new cars last week, which is obviously not in line with Tesla's usual performance.
For a long time in the past, Tesla has maintained a stable level of weekly sales of more than 10,000, but last week's sales shrank severely. What's even more embarrassing is that Tesla's global sales in the first quarter were 387,000 units, a year-on-year decrease of 36,000 units.
Since the end of 2019, Tesla has been rampaging in the new energy market, maintaining high sales while activating the domestic new energy vehicle industry, and with the gradual increase in the competitiveness of domestic new energy vehicle companies, Tesla is facing increasing dangers.
Last week's sales may be a signal that this year has not been easy for Tesla.
On the whole, the delivery of domestic new energy vehicles last week was not too good, compared with the previous decline to a certain extent, which may be related to the Qingming Festival holiday in the middle, but it also more or less reflects the current seat order of domestic car companies.
Among them, BYD is still the industry leader that cannot be beaten, and Tesla, which once won the second place in sales, is facing short-term pain, and the struggle between ideals and questions continues.
The high popularity of Xiaomi cars is also reflected in the sales volume, and it can appear in the top 10 of the new power weekly list in the first week of delivery, which shows its great potential. With nearly 50,000 orders in hand, the biggest problem of Xiaomi Auto is only production capacity, and once the production capacity problem is solved, it may be able to go further on the list.
Welfare of this article: After the official delivery of Xiaomi cars, the competition in the new energy market began to intensify. Share the report "The sales volume of new energy vehicle companies has increased significantly, and the penetration rate is expected to reach a new high", and the dialog box replied to [Che Xi 0616] to download the report.
01.
Xiaomi SU7 delivered 5 days to break 1,000 C-level pure electric melee began
Recently, with the start of the delivery of Xiaomi SU7, there have been new changes in the market competition pattern.
In the list of more than 200,000 pure electric vehicles sold last week, the Xiaomi SU7 quickly rose to prominence, ranking among the top five in the first week of delivery, with 1,091 units delivered.
You know,The list counts the data of the whole week from April 1st to April 7th,And Xiaomi SU7 was officially delivered on April 3rd,It can be said that it only took 5 days to rank among the top five,Xiaomi SU7The delivery level is really strong。
▲The first batch of Xiaomi SU7 owners were delivered to the site
There are still 39 weeks until the end of the year, and at the same time, the production capacity is gradually climbing, and it is reported that the daily production capacity of Xiaomi SU7 will be pulled to the level of 400 units/day. At this pace, the Xiaomi SU7 is likely to achieve 100,000 deliveries this year. In addition, it is reported that up to now, the waiting time for different models of Xiaomi SU7 has come to 25 to 33 weeks.
In addition, the current pure electric market also has an overall promotion role after the official release of Xiaomi Auto on March 28, and the number of new energy vehicles entering the store has increased, and Zeekr has won a lot of orders.
This kind of promotion is especially obvious in ZEEKR, the delivery of ZEEKR cars also reached 3200 units last week, on the one hand, such results are due to the strength of ZEEKR itself, on the other hand, it is also the limited delivery speed of Xiaomi SU7, which makes some potential users switch to ZEEKR.
As the hottest Xiaomi car in the current new power camp, it has made good connections on the one hand, and has hit the other.
Yesterday evening, Xiaomi and Zhijie cheered each other to attract attention, Lei Jun personally sent a Weibo congratulations to be released on Thursday, the same is a C-class pure electric car, Zhijie S7 is a big sale, and emphasized that the next ten years are intelligent decade, and China's new energy vehicle industry needs to move forward together.
▲Lei Jun wishes the wisdom S7 a big sale
To this end, Hongmeng Zhixing also replied to Weibo, "business blowing" SU7 is a big hit, emphasizing that we will work together on the future journey.
▲Hongmeng Zhixing responded to Lei Jun's congratulatory message
In addition, on April 8, Zhiji Automobile held a press conference to benchmark Xiaomi many times, but there was an oolong with wrong parameters, for this kind of mistake, Xiaomi Auto is also a heavy blow, and issued an apology three times overnight, and Zhiji was also forced to apologize three times.
02.
Ideal weekly sales exceed the world L7 accounted for half of the sales
In addition to the increasingly fierce pure electric C-class sedan market, the extended-range SUV segment also shows fierce competition.
In this market segment, the two major brands of Wenjie and Ideal have long been the market leaders.
The latest sales data shows that in this week's competition, Li Auto surpassed the 4,189 units of the Wenjie brand with a total delivery of 5,626 vehicles.
▲Ideal L7 (left), M7 (right)
In detail, Li Auto's sales performance is mainly due to the balanced contribution of its multiple models.
Among them, the facelifted L series is particularly prominent, with the Ideal L7 contributing 2,413 units alone, while the Ideal L8 and Ideal L9 delivered 1,235 and 1,539 units respectively, demonstrating the competitiveness of the facelifted L series in the extended-range SUV market.
In addition, 439 MEGA models were delivered, which is likely to be closer to the actual performance of MEGA than the more than 1,000 deliveries in the first week, which may include data such as test drives and license plates.
According to the current delivery rhythm, the ideal MEGA is likely to be able to achieve 16,000-20,000 units of delivery this year, and according to the data of 2023, it is basically at the same level as the Mercedes-Benz V-class, and can rank about tenth in the sales list of models with more than 500,000 yuan.
Although the brand lagged behind in sales this week, its M7 model still maintained a strong market performance, with 2,282 units delivered, accounting for more than half of the total sales of Wenjie.
Despite the price reduction strategy of the M7 model in response to market competition, its deliveries last week did not exceed the ideal. However, as the price war for the M7 deepens and the Ideal will release a cheaper Ideal L6 next week, the battle between the two may continue.
03.
Tesla's deliveries weakened, with weekly sales of only 1,907 units
Even more surprising was Tesla's deliveries last week.
Tesla's total sales reached 132,800 units in the first quarter of this year, with an average weekly sales of about 10,000 units. However, entering April, Tesla's weekly sales have declined significantly.
Tesla, which has always been worried about selling, only delivered 1,907 units last week, and it can be said that Tesla's "lying win" in sales has become history, and even Musk has to lower his sales forecast.
He mentioned in X that this quarter (Q1 2024) is really difficult, and BYD's sales have all dropped by 42%. It is not difficult to see that Musk believes that the decline in sales is also a cyclical problem.
However, it should be noted that Tesla began to raise prices for some models on April 1, and Tesla's sales have been uneven throughout the quarter, with low at the beginning of each quarter and high at the end of the quarter.
▲ Tesla waiting for delivery
However, it is undeniable that if the overall sales decline continues, it is expected that Tesla's cumulative sales in the next nine months may not reach the threshold of 100,000 units.
In this regard, Tesla may have to start a "price war" again to boost sales. Previously, Tesla announced a free selection of 12,000 yuan of starry sky gray paint, and there was also news of the resumption of insurance subsidies.
If you look at it this way, Tesla's price cut again may be on the agenda.
In the first quarter of this year, Tesla's stock price fell all the way, and its market value has shrunk by about 200 billion yuan in the first quarter.
04.
Conclusion: Competition in the new energy market has further intensified
As more and more models equipped with new technologies and new architectures are launched, consumers have more and more choices, and at the same time, the "price war" between different models of car companies has further continued, and the competition in the entire new energy vehicle market is gradually intensifying.
On the one hand, the continuation of the price war has forced the entire new energy market to compress gross margins to obtain more customers while facing R&D spending, and on the other hand, with the gradual popularization of new technologies, the strategy of buying all the way to the end with one or two models may also need to change.