On May 11, the Federation of Passenger Cars released an express report on the ranking of retail sales in April. According to the data, the retail sales of narrow passenger cars in April were 1.532 million units, a year-on-year decrease of 5.7%. From January to April, the cumulative retail sales of narrow passenger cars reached 6.364 million units, a year-on-year increase of 8.0%. In terms of new energy, the retail sales of new energy passenger vehicles in the narrow sense were 674,000 units in April, a year-on-year increase of 28.3%. What is the specific performance of new energy manufacturers in April? Today, let's take a closer look.
BYD is the first, but there is still the possibility of being pulled down
In the new energy era, BYD has taken the lead in accumulating a good reputation and achieving a far lead in sales. In April, BYD still ranked first on the list, with specific retail sales of 254131 units, a year-on-year increase of 31.1%, and a market share of 37.5%. Judging from the data, BYD's sales are much higher than the second place, but it still has the possibility of being pulled down.
The first half of the NEV competition is electrification, and the second half is intelligence. BYD took the lead in the first half, so it was able to rank first in the new energy retail sales list. However, in the second half of the intelligence, BYD did not occupy an absolute advantage, but the new energy vehicles empowered by Huawei have a lot of market attention, such as Wenjie M9, Zhijie S7, etc.
In fact, BYD also has active intelligence, such as the newly launched Hiace 07EV, which has a high-end version of the intelligent cockpit DiLink 100 and the Eye of the Gods high-end intelligent driving assistance system DiPilot 100. However, the official said that the Hiace 07EV supports the high-speed navigation function, and does not say that it supports intelligent driving without a map. It seems that BYD has to speed up the upgrade of intelligent driving in order to keep up with Huawei. If intelligence lags behind, BYD still has the possibility of being overtaken.
Cialis skyrocketed by more than 700%, but this is not the limit
Unlike Tesla's sharp decline, Cialis achieved a surge in sales in April, with an increase of 725.7%, with specific sales of 25,075 units, slightly lower than Li Auto. In fact, this sales volume is not the limit of Cialis, because the production capacity of the M9 is still climbing. According to data released by Hongmeng Zhixing, 13,391 units of the M9 were delivered in April. Yu Chengdong has said that he hopes that the monthly shipment volume of the M9 will quickly increase to 25,000 units.
The M9, a large SUV of about 500,000 yuan, can become a high-volume model, thanks to Huawei's deep empowerment. The addition of HarmonyOS Cockpit and Huawei ADS 2.0 has significantly enhanced the attractiveness of the M9, giving it the opportunity to become a high-end volume model. We all know that Huawei ADS 2.0 is already a mapless intelligent driving and is very intelligent, but Huawei has not stopped moving. At present, Huawei has released ADS 3.0, and the more advanced intelligent driving capabilities are bound to further enhance the competitiveness of new vehicles.
It is reported that GAC Trumpchi will combine leading technologies such as the Qiankun intelligent driving system ADS 3.0 and the new generation of Hongmeng cockpit to create a new flagship model. In addition, VOYAH has also confirmed the use of Huawei's Qiankun Intelligent Driving. It can be seen that Huawei's high-end intelligent driving has been recognized by more manufacturers. In the future, most of the domestic high-end models may have the shadow of Huawei.
The Great Wall's ultimate is coming
Great Wall Motor ranked ninth in March and tenth in April, with specific retail sales of 20,352 units, which was not as good as Geely and Changan. But it is too early to say that Great Wall Motors has failed. Because Great Wall Motor's next big move, it is likely to achieve a qualitative leap in its new energy sales.
It is reported that the Wei brand Blue Mountain intelligent driving version is expected to be launched at the end of June. The new car adds a blue color scheme and a new interior design. But the biggest highlight of the Blue Mountain Smart Driving Edition is that it supports true no-map full-scene NOA, which is the full-scene NOA previously tested by Wei Jianjun. The full-scene NOA of the Blue Mountain Intelligent Driving Edition can cover various driving scenarios such as highways, urban areas, and townships, so that you can drive wherever you have a road.
Now Huawei's high-end intelligent driving is intelligent driving without a map. If Great Wall Motor's true and intelligent driving can compete with Huawei, it is bound to significantly enhance the competitiveness of Great Wall models, and at the same time break Huawei's dominance situation. The Great Wall really has no plan to drive intelligently, which may be a powerful weapon for the Great Wall to change its position in the new energy market.
The new energy retail sales list in April 2024 is still familiar to us, but the intelligent competition behind it is already very fierce. Now, Huawei has released Qiankun ADS 3.0, and Great Wall Motors is preparing to popularize its own true and unintentional intelligent driving. The performance of Great Wall Intelligent Driving is very exciting, if it can compete with Huawei, then there will be a good show for intelligence.