Sales of new forces in May: Aion broke 40,000 alone, Weilai is back on track, and Xiaomi has begun to exert its strength?

Kung Fu shooting

2024-06-02 16:17Posted in Guangdong automotive creators

On June 1, the major new forces announced their sales in May.

Aion once again regained the position of the top seller and became the only new force with sales exceeding 40,000; Ideal and Hongmeng Zhixing are still entangled in quantum entanglement, and the sales of the two companies have exceeded 30,000 units simultaneously, but their moods are very different; NIO demonstrated the "off-season", with monthly sales exceeding 20,000, a record high, and officially entering the sales period; Although Xiaomi's popularity is gradually fading, with the increase in production capacity, sales continue to rise, after all, there are a lot of orders waiting to be cashed.

What are the highlights of the sales volume of the new forces in May? Which new forces have better prospects? Let Kung Fu Motors take you to take a look.

(1) Aion is back strong and more stable?

Among the many new forces, Aion is a very special one. It was born out of traditional car companies, and the performance of the B-end market is much higher than that of other new forces, which is not only an advantage, but also an obstacle to high-end volume.

After entering 2024, Aion began to reduce its dependence on the B-end market, and there were also some shocks in sales. But judging by the current performance, Aion has broken through the predicament and is more stable.

As we all know, Aion has two major sales aces, Aion S and Aion Y, and these two cars no longer need to prove themselves.

Taking Aion S as an example, this model made its debut in 2020, but with the design concept of "human-machine symbiosis aesthetics", 6-second splitting performance, and full perceptual interactive experience, it has always been at the forefront of the sales of pure electric A+ models, which is a rare evergreen tree in the current new energy market.

Aion Y is a "100,000-level first-class technology cabin", although it is only an entry-level compact SUV, it has a unique super space beyond the S-class in the same class, and the blessing of the "Sky City" with a variety of shapes, which is also an instant hit and has continued to this day.

Now, these two magic cars have ushered in a new partner. The all-new AION V will be officially launched in July, and this hard-core intelligent driving SUV with the support of "pure electric Tyrannosaurus Rex" has attracted a lot of attention, and has been the focus of attention at the Beijing Auto Show before.

The new car adopts a new hard-core mechanical design, and the "keel" waistline and "dragon claw" headlights are very eye-catching. With the support of the new generation of AEP pure electric digital platform, the 4605mm car has a wheelbase of 2775mm, which is 20% larger than that of similar models.

In addition, the new car is also equipped with Pad-type central control, one-key flat seats, cold and warm refrigerators and other high-end configurations, supporting mapless intelligent driving and AI cockpit, and a new explosive model may be born.

(2) Hongmeng Zhixing is ready to go, and the ideal picture is poor?

For Ideal and Hongmeng Zhixing, in fact, the sales performance in May was not good.

Ideal hit 50,000+ sales last year, and now two new cars, MEGA and L6, have been added, and selling 35,000 units is really not much. Hongmeng Zhixing is more of a strategic adjustment, the big hit M7 has been accumulating strength in recent months, and the new M7 Ultra has exploded in the market after it was launched.

When there are only three models of L7/8/9, Ideal can basically easily sell more than 30,000 yuan a month. But now that the MEGA and L6 cars have been added, the ideal sales are still hovering at the 30,000 level, and there is a downward trend, and the state is really not good. But what worries the ideal even more is that the sales of the two new cars are "reversed".

The ideal thing to sell most must be MEGA, after all, the price is 500,000+, and the positioning is also a high-end pure electric flagship MPV. First, the profit is higher, and the second is to expand the ideal living space. After all, it is difficult for the extended-range electric SUV to achieve the ideal level, and then it is difficult to make a big breakthrough.

Unfortunately, the better seller is the Ideal L6, which has sold more than 15,000 units since deliveries began on April 24. The ideal market has not changed, but the sales volume has changed from the more expensive L7/8/9 to L6, and all kinds of experiences are known only to the ideal himself.

Hongmeng Zhixing is more self-adjusting, for example, the new M5 only sells the intelligent driving version, and the new M7 Ultra simply only sells the top version. Imagine that the new M5 is like the previous new M7,Pull the price to the 200,000 level,Absolutely not worry about selling,But it is set at 249,800;The new M7 Ultra is completely small in terms of appearance and configurationM9,If you cut some configurations and push a 250,000 version,It is definitely a random kill,But Hongmeng Zhixing did not choose to do this。

Even so, the new M7 Ultra debuted at a price of 289,800 yuan, and still won more than 10,000 lock orders within a few hours, and the momentum is even stronger than last year's new M7, and the M9 is still the top SUV sales in all categories with more than 500,000 yuan.

It can only be said that Hongmeng Zhixing can play too many cards, and it has not yet reached the time when it feels like it needs to fight bayonets.

(3) NIO is making a comeback, and the clouds are clearing?

Among all the new power brands, NIO is a very special one, that is, this brand is so good at "burning money" that almost everyone is watching to see how long it can "last".

Judging from the performance in May, NIO has done well, and the sales of 20,544 units have also hit a record high, and even a little bit of a feeling of seeing the sun has appeared.

On May 9, NIO's 500,000th mass-produced vehicle rolled off the assembly line; On May 26, the 200,000th ES6 was officially delivered to users; On May 31, NIO received a strategic investment of 1.5 billion yuan from Wuhan Guangchuang Fund and other institutions.

This seems to be the epitome of what NIO has always been, with ups and downs in sales, but it is still persistent. Then it is to get new financing and continue to improve its own system. Several of them encountered very severe crises, and NIO also survived, and NIO's battery swap system began to receive more and more recognition.

In May, GAC, FAW, and Zhiji reached a strategic cooperation with NIO on battery charging and swapping, and the 150kWh ultra-long-range battery pack finally started a flexible and upgraded daily rental service, and it seems that everything is starting to develop in a good direction.

What's more, NIO's second brand has finally debuted, which also means that NIO's price system, which has been tight, can finally have a gap to release.

On May 15, the Ledao L60, a smart electric mid-size SUV, opened reservations, with prices starting at 219,900 yuan. In addition, the initial equity is 2,000 to 6,000, which is equivalent to 215,900 yuan. There are still a lot of advantages of this car, good design, 900V architecture, power consumption of 12.1 degrees per 100 kilometers, turning radius of 5.4 meters, plus the trump card of battery replacement, the market feedback is quite good.

Li Bin's official statement is that Ledao L60 orders exceeded expectations by 2-3 times, and it is rumored that the number of reservations for this new car has exceeded 60,000 units, and the lock order is more than 75%. However, because NIO never announces pre-sales, this answer will not be revealed until September.

Overall, NIO seems to be finally out of the woods.

(4) Xiaomi's potential energy is still the same, and the New Year's Eve is also waiting?

In May, Xiaomi delivered 8,630 new vehicles. At present, the statement given is that double shifts will be opened in June, and strive to achieve more than 10,000 units delivered in a single month. But what's even more surprising is Xiaomi's "potential energy".

According to the latest news, Xiaomi's current weekly lock order volume is still a few thousand, one brand and one car, and the sales volume has exceeded the full range of models of many brands, and the continuity of orders is also good.

But the crux of the problem is that the current Xiaomi SU7 has to wait for nearly 30 weeks to pick up the car, that is to say, now the lock order and production scheduling will have to wait until next year, when Xiaomi is likely to have a facelift, or the new SUV is coming out, it is really not worth it, it can only be said that Xiaomi's brand charm is indeed unique.

However, Kung Fu Auto still wants to say that there are actually many choices in the new energy vehicle market, and there are many models whose strength is not inferior to SU7 at all, but their reputation is slightly inferior, and these models deserve more attention.

(5) Kung Fu shooting

Today's new forces have been divided into several distinct categories, first of all, they have been ashore, the more typical ones are Aion, Hongmeng Zhixing, Xiaomi, the common feature is that they do not worry about selling, the foundation is strong, and the brand reputation is good. From the perspective of sales, although the ideal is not bad, but from L9 all the way to L6, if there are no new channels to be explored, the road has become narrower and narrower.

NIO is still an incomprehensible car company, and after so many years of sticking to the price system, in the current environment of deep involution, the pressure on NIO is unimaginable. But relying on continuous financing and continuous promotion, NIO waited for a series of battery swap cooperation, and also got the second brand Ledao to open pre-sale. So will it be smooth sailing after NIO? This is not necessarily, after all, the whole business logic is still not so smooth.

This is probably the charm of the new forces, it is the norm not to understand, and it is perverted to understand?

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