Is there a feeling that after Li Auto resumes updating its sales list, it seems that it has regained what it once lost?
On May 14, Li Auto announced its weekly sales list as scheduled, which was the second update after the weekly update of Li Auto's recovery. According to the release of Li Auto, in the 19th week of 2024 (5.6-5.12), Li Auto ranked first in the list of new domestic forces. Wenjie followed closely behind, and Zero Run returned to the top three.
The second rankings are NIO, ZEEKR, Deep Blue, Xiaopeng, Denza, VOYANT, and Xiaomi.
Ideal sold 8,000 units last week. 51 Jun looked at the ideal sales volume of last week (April 29-May 5) and sold 5,300 units. Judging from last week's sales performance, there is an increase, which is a good sign for ideals.
However, the recovery in sales is not surprising. In May, Ideal adjusted the price equity of L6 and gave back to users in the form of deposit inflation. It can be seen that this strategy has shown a positive effect. The ideal car price itself is positioned high in the new domestic forces, and if the price is not reduced, it is difficult to impress domestic consumers.
The second place is the question world, last week's sales performance of 6,000 units, and the ideal is still 02,000 units, which is not very big, and you should work hard to pull it back.
Compared with last week's sales, Wenjie has also improved, selling 1,200 more units. After Yu Chengdong withdrew from the position of CEO of the terminal BU, it seems that the volume of questions about the world has been much smaller, including the Shanxi Yuncheng incident, which has also been quiet. I hope that the follow-up launch of new cars will come up with better product power to convince the public, and there will be less words similar to the far ahead of the thunder.
Leapmotor is the most improved car company in the list. Not only has sales increased, but so has the rankings. Last week, Leap sold 4,700 units, 2,400 units more than last week. There is a feeling of leaps and bounds.
Leap has always been known for its cost performance. Recently, Leap C01 was launched, with a price range of 128,800-168,800 yuan. There are many models with a price of 12-150,000 yuan, but Leap C01 is equipped with 8295 chips and lidar, which highlights the sincerity in terms of cost performance. It may be that more people choose Zerorun.
In view of the layout of foreign markets, Leapmotor International Joint Venture was officially established recently, and began to sell electric vehicles in 9 European countries in September this year, planning to launch T03 and C10 first, and launch a new car every year in the next three years. There is no doubt that this plan will enhance the competitiveness of Leaprun.
NIO and ZEEKR sold 4,400 and 4,000 units respectively last week, a slight increase from the previous week, but the magnitude was not large. However, because of the progress of Zerorun, the rankings of NIO and ZEEKR have been brushed down.
Recently, car companies have been relatively involuted in price, although Zeekr is positioned as the son of Geely's high-end new energy, but in the face of the general environment, it has to compromise on price. It is rumored on the Internet that ZEEKR recently launched the "2023 ZEEKR 001 Employee In-App Purchase Discount", with a maximum discount of 5.7%.
Among them, the original price of the WE version of the 86kWh battery dual-motor four-wheel drive model is 328,000 yuan, and the price of the employee-limited version is 200,900 yuan, with a discount of 127,100 yuan.
The original price of the WE version of the 100kWh battery single-motor rear-wheel drive model is 334,000 yuan, and the price of the employee-limited version is 205,900 yuan, with a discount of 128,100 yuan.
The original price of the YOU version of the 100kWh battery dual-motor four-wheel drive model is 416,000 yuan, and the price of the employee-limited version is 235,900 yuan, with a discount of 180,100 yuan.
Many analysts pointed out that this is to clear the old ZEEKR 001 and make room for the new ZEEKR 001. But to say that there is nothing wrong with making space, this price reduction is more than enough to buy a Leap C01.
Look at this price is also really fragrant, you can get 300,000 krypton 001 in your early 200,000s, I don't know how the old car owner feels when he sees it? Maybe I can only use this to comfort myself with the rights and interests of internal employees.
Speaking of employee care, on May 10, everyone knows that ZEEKR was listed on the New York Stock Exchange in the United States, and this listing also made ZEEKR successfully become the fourth listed new power car company in China. Congratulations.
ZEEKR ticker symbol "ZK", priced at $21 per ADS, valuing it at about $5.1 billion. After the stock opened, ZEEKR shares rose 34.57% to $28.26 per ADS, and the market capitalization rushed to $6.867 billion. According to this Prospectus, each ADS corresponds to 10 Common Shares on the NYSE.
According to previous reports, in 2022, ZEEKR applied for an IPO in the United States, planning to raise more than $1 billion, seeking a valuation of more than $10 billion. This is compared with the valuation of ZEEKR after its listing, which has been cut in half.
At the same time as ZEEKR was listed, there were many doubts inside. It is claimed that an internal employee of ZEEKR revealed that when he joined the company, he used 100 yuan of ordinary shares to calculate the value of the option, but according to the conversion of "1 ADS = 10 ordinary shares", the employee stock part was discounted by 1.5%.
If it's a discount, it's not necessarily that hard. On the employee side, years of hard work in exchange for thousands of dollars in option value are obviously unequal. However, the above statement has not been confirmed, if it is not true, ZEEKR should hurry up and come out for public relations. Otherwise, it will be innocently labeled as an unscrupulous enterprise.
Xpeng sold 2,300 units last week, 00,900 more than last week, although it is not much, but at least it can prove that it has not been forgotten by consumers. Rival Xiaomi sold 1,100 units last week, 00,200 fewer than last week. It seems that there are still many people who are in a wait-and-see mode for the Xiaomi SU7.
Xiaomi Auto officially announced on May 1 that the number of orders locked for the Xiaomi SU7 reached 88,063 units. This amount is simply staggering, and the dare to schedule production will have to be scheduled until next year.
However, Xiaomi has also had frequent negative incidents recently, such as brake failures, complaints about slow response speeds, and so on. I hope that manufacturers will pay attention to it, after all, Xiaomi is a new force, and the car is not a 3C product, so it is necessary to respond and solve the safety problem in a timely manner.
Denza sold 2,200 units last week, and VOYAH sold 1,200 units last week. The sales volume of these two brands increased slightly from the previous week, and the performance was relatively stable. The sales growth trend of DENZA and VOYAH also shows that the acceptance of independent high-end new energy in the domestic market is constantly improving.
That's it for last week's sales rankings. Some brands on the list have seen an increase in sales, while others have seen a decline in sales. The list is the report card of car companies, which will change with the changes in the market, but the quality of the results depends on the market score. Regarding the ranking of the above list, which new force do you think can maintain the growth trend and reach the top position in three to five years?
Copyright Notice
Some of the pictures in this article come from the Internet
If copyright issues are involved, please contact this official account with the ownership certificate
If you need to reprint, please apply to the background of this official account and obtain authorization
Legal adviser
Beijing Weiheng (Fuzhou) Law Firm, Lai Chenglong, lawyer