New energy sales in April: BYD reached the peak again, and Xiaomi was the first on the list

Electric

2024-05-06 15:09Posted on the official account of Shanghai Electric Pai

The Beijing Auto Show has fallen silent in the hustle and bustle. This year's traffic is overly focused on people and neglected cars. Some people are indignant, some people are puzzled, but this is the normal state of market competition, and the first thing we need to do is to "adapt", and then "change".

At the beginning of May, various brands successively announced their new energy sales in April. As usual, we take a look at the new trends that emerged in the automotive market in April.

In April, the automotive industry is waiting for two signals: first, the Beijing Auto Show, after four years, debuted again, blockbuster models and marketing bullets, will be arranged during the auto show; second, the "trade-in" policy was released, and the relevant subsidies should play a good role in stimulating the auto market.

Looking specifically at the data, BYD's sales in April were 313245, a year-on-year increase of 49%, and a month-on-month increase of 3.57%. Maintained at more than 300,000 units, BYD has completely gained a firm foothold. From January to April, BYD's cumulative sales also came to 939,500 units, a year-on-year increase of 23.24%.

After the Spring Festival, the launch of the "Glory Edition" model played a key role. "Oil is lower than electricity", this packaging word goes straight into the minds of users, and the effect of the price war is also immediate.

Judging from the sales of models in April, Dynasty sold 158678 units and Ocean Network sold 139046 units. Each of the two sales networks has its own best-selling main models. In April, the sales exceeded 30,000 units, and there were 6 models, namely 51,170 units of the Qin series, 43,738 units of Song PLUS, 37,122 units of Song PRO+ Song L, 34,832 units of Seagull, 34,701 units of Yuan, and 32,800 units of Destroyer 05.

It is worth mentioning that the destroyer 05 was revitalized, and together with the Qin series, it won the sales of 84,000 units. The Song family is another pillar, including the Song PLUS, Song Pro, and Song L, with a total of 80,000 units sold.

Other matrices: Denza sold 11,122 units in April, Yangwang sold 952 units in April, and Formula Leopard sold 2,110 units in April.

2024 is a big year for Denza, Yangwang, and Equation Leopard products. Moreover, the products they are going to launch are all non-mainstream products on the surface, but they are full of design confidence. For example, the Denza Z9GT with a hunting outfit, the super sports car Formula Leopard SUPER 9, and the D-segment sedan look up to the U7.

There is another line that is rushing and surging, that is, the process of going to sea. In April, BYD exported 41,011 passenger cars, a year-on-year increase of more than 1 times.

If it really wants to become a world-class car company, the domestic market must be stable and steady, and the foreign market must continue to break the situation, which is the only way for BYD.

The new energy market has always been a situation of "one super and many strong". A super, refers to BYD, and how strong, it was too complicated before, and now it has begun to precipitate, after Xiaomi gets the "last ticket", there will be no new companies to build cars, and open up a new situation.

Moreover, no matter how strong this is, there is no longer an obvious "sense of boundary". For example, it was previously divided into the new power camp and the "second generation car" camp. In fact, with the growth of sales of various companies and the launch of more models, the new forces and independent brands are completely intertwined.

On the one hand, it is because the products of the "second generation of the car" are gradually recognized. Many new marketing methods, there are no barriers, the "second generation of cars" can also learn, on the other hand, the new forces should also get out of the "novice village". The term "new force" originally had an exclusive aura, but it will slowly weaken until it disappears.

Taking the new energy sales list as an example, it is more appropriate and fair to measure it under the same scale.

In April, Hongmeng Zhixing delivered 29,632 vehicles. It is no longer a lonely question world, and the intellectual world has also begun to contribute sales.

Since Huawei and Chery eliminated internal disputes, the delivery data of Zhijie S7 has climbed rapidly, with 4546 units delivered in April; the new Wenjie M7 has delivered 10896 units, just over 10,000 units, and the momentum has slowed down a bit; correspondingly, the delivery speed of Wenjie M9 has rushed up, delivering 13391 units, after all, M9 has accumulated more than 70,000 units.

In addition, the new Wenjie M5 was also listed before the Beijing Auto Show, the biggest feature is, the whole system is Huawei's intelligent driving system, 24 hours of total Dading more than 4000 units; Xiangjie S9 debuted at the Beijing Auto Show, its target customers or are somewhat similar to the Wenjie M9, "old money luxury" + "Huawei's endorsement", it will be launched in June.

At present, what Huawei wants to do is to dilute the "question world" and emphasize the "Hongmeng Zhixing", so as to make market space for the wisdom world and the enjoyment world, so start adjusting the sales list.

In April, Li Auto delivered 25,787 vehicles. On the outside and inside, it is basically determined that the ideal MEGA "has missed the front hoof". At the same time, it also proves one thing to the market, "high-end pure electric is difficult to do".

Li Auto quickly made adjustments, both in terms of organizational structure and market focus, leaving more chips for the facelifted L9, L8, and L7. At the same time, before the Beijing Auto Show, the ideal L6 was also launched, with a lower entry price and higher delivery speed.

According to the latest news, this "May Day", Li Auto's order results are quite good (or 4,000), creating the best results in a single day.

In April, ZEEKR delivered 16,089 vehicles, a year-on-year increase of 99% and a month-on-month increase of 24%, creating a record high.

As the "second generation of cars", ZEEKR has already made a name for itself, and 2024 is another big year for products, and there should be a good return in terms of sales. On April 1, ZEEKR 007 added a rear-wheel drive enhanced version of the model, which is equivalent to "increasing the configuration without increasing the price", with a price of 209,900 yuan, which is obviously aimed at Xiaomi SU7.

At the Beijing Auto Show, the flow of ZEEKR MIX is also very large, there is no B-pillar, and the seats can be rotated, mainly because of the novelty of the design, which can be regarded as a hole card.

In April, NIO delivered 15,620 new vehicles, a change from the sluggish state of the previous three months. At present, NIO is mainly doing two things: 1) battery swap stations and charging networks are key resources, so it has reached an "energy replenishment alliance" with many other brands; 2) the competition for intelligent driving in urban areas has accelerated again, compared with landing and mass production.

Leapmotor is a bit low-key, but the results are quite good. In April, 15,005 units were delivered, and the Leapmotor C11 and C10 became the main models, with a total delivery of more than 10,000 units. C10 is the essence of "ideal car", extended range power, plus refrigerator color TV large sofa, the key price is cheap, so, it became an instant hit.

The next car is the Leap C16, which has a "2+2+2" seat layout, and also invented a new term "MPSUV", known as "SUV styling + MPV comfort", and has great potential.

The sales of the other two "second-generation cars" are also gradually improving. Deep Blue delivered 12,744 units in April, and the S7 and SL03 played steadily. Judging from the news revealed at the Beijing Auto Show, Changan Mazda's new energy vehicles will be directly developed by borrowing the technology platform of Deep Blue, which also reveals a new industry trend.

In addition, the next thing that has attracted much attention is the dark blue G318, which will be equipped with dark blue range extension 2.0 technology for the first time, which is quite attractive in appearance and takes a hard off-road route.

Geely Galaxy sold 12,725 units in April. In late April, the Geely Galaxy hybrid series joined the "price war", with the Geely Galaxy L6 starting at only 99,800 yuan, and the Geely Galaxy L7 dropping to 113,700 yuan, "uncoiling" in the mainstream budget market.

At the Beijing Auto Show, Geely Galaxy also had key products shown, officially called the "Galaxy Starship" SUV. At the same time, a complete set of technical solutions was displayed, such as 11-in-1 intelligent electric drive, AI digital chassis, and silicon carbide hybrid. In a word, the Galaxy can roll up the price, but it doesn't want to roll the low-end, and it is still its "main channel" to break through.

Xpeng's problem is still not completely solved, and 9,393 vehicles were delivered in April, which did not exceed 10,000. I don't know, will the new brand MONA be a "white horse savior"?

Nezha delivered 9,017 vehicles in April, ranking last in the initial list of new power definitions. The recent turning point may lie in the high-profile Zhou Hongyi, and I don't know if he can bring traffic to Nezha?

Xiaomi made the list for the first time, with a total of 7,058 units delivered in April. Everyone envies Xiaomi's traffic, but it is difficult for everyone to become Xiaomi, because it has a card called "Lei Jun Card".

At the Beijing Auto Show, Xiaomi Auto announced the lock order data, as of April 24, Xiaomi SU7 lock order volume of 75,723 units. After that, the main task was to expand production capacity. Some users have reported that the delivery cycle has been shortened.

In addition, there is news that Xiaomi has laid out 7 models. Among them, there are 3 models of extended range power, benchmarking ideal L9, L8, L7, 1 pure electric SUV, benchmarking Tesla Model Y, 1 pure electric sedan, that is, the sedan version of Xiaomi SU7, and a high-performance product, benchmarking ZEEKR 001 FR.

It sounds complete and beautiful, but Wang Hua, an executive of Xiaomi, responded as "false news".

In April, the new energy market, the most typical two conclusions:

1. The new forces no longer have exclusive boundaries, they are completely mixed with their own brands, and they are also participating in fair competition;

2. The market potential of range extension and plug-in hybrid has been strongly proven, and it is still difficult to do high-end pure electric vehicles.

Almost, the door to building a car has long been closed, and all that remains is "Crazy Battle Royale".

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