This is crazy! 15,900 units were sold in a single month, and the M9 topped China!

Livestock Corps 2024

2024-06-06 14:51Posted in Guangdong Finance and Economics Creator

This is crazy, in the past May, the M9 sold 15,900 units, topping all luxury brands in China! This is also the first domestic luxury model in the history of China's automobile industry to beat the German BBA. At the beginning, when Yu Dazui said that the M9 would surpass BBA, no one believed it, but no one expected that it would come too quickly.

Correspondingly, the price of BMW's electric cars has collapsed. BMW's pure electric model i3, the price fell by 160,000, and the guide price of BMW i3 was 350,000, and the actual transaction price was only 190,000. If you take out a loan for 5 years, the price of this naked car can be cut to 170,000! The cheapest BMW sedan in history was born in China.

You must know that the price of this car in Germany is 35,000 euros, which is equivalent to 275,000 yuan. In other words, the same BMW i3 pure electric sedan can be bought at the lowest price of 170,000 yuan in China, while in Germany, it still costs 275,000 yuan, and there is a price difference of 100,000 yuan between the two. Why is the BMW i3 becoming less and less popular in China?

The core is that in the era of electric vehicles, BBA has fallen seriously behind. If you pay 300,000 yuan to buy a fuel version of BMW, people can also say that you have feelings and love BMW's excellent mechanical performance. But if you pay 300,000 yuan to buy a BMW i3 electric car, in the eyes of others: "Isn't this a fool?" "The BMW i3 is not without its highlight moments, and in 2023, it will sell 53,000 units. This data may seem like a bad one, but when you compare it with NIO, 53,000 units of a single model have been sold, which is already a very strong performance.

But this achievement is not won by technology, but by brand halo. The biggest controversy about the BMW i3 is that some people think that it is converted from oil to electricity, while others believe that it is based on the fuel version of the BMW 3 Series, which has undergone a large-scale electrification transformation, which not only maintains the mechanical handling performance of fuel vehicles, but also increases the intelligence and acceleration of electric vehicles. There are also some radical traditionalists who only recognize the petrol BMW, and the i3 is an electric BMW that directly expels the BMW family tree.

In the captain's view, the i3 is a "mean-gt;" product. It can't get rid of its dependence on BMW's fuel technology, nor can it completely evolve into the electric field. Such a mediocre product is bound to be a "transitional", and an avalanche of price and sales will happen sooner or later. Correspondingly, domestic luxury new energy vehicles are making great progress under Huawei's operation. Yu Chengdong's boasting is becoming a reality step by step.

A year ago, who would have thought that the M9, with an average price of 500,000 yuan, would sell 15,900 units in a single month? An independent luxury brand made in China not only entered the base camp of the German BBA, but also the Audi A6L, BMW 5 Series, and Mercedes-Benz E-class. The new Mercedes-Benz E-class can't bear the pressure, and the price of the whole series is reduced by more than 50,000 yuan. The entry-level Porsche Macan, whose price is closer to that of the M9, was also collapsed, and sales fell sharply, forcing a price cut to clear inventory.

Originally, Mercedes-Benz and BMW both wanted to pull away from domestic independent new energy brands through price increases and implement dislocation competition. But what Mercedes-Benz and BMW didn't expect was that its product power could no longer pull up the price. At the same price, the M9 has a higher configuration, is more intelligent, backed by Huawei, and its brand appeal is not inferior to BBA. The key is that the intelligent driving technology possessed by the M9 is something that BBA does not have. Huawei has it, BBA doesn't, it's not a matter of price and brand power, it's not on the same track.

In the captain's opinion, those who want to buy Audi A6L, BMW 5 Series, and Mercedes-Benz E-Class should not be in a hurry for the time being. Because BAIC and Huawei jointly launched the Xiangjie S9, which is about to go on the market. Its pricing is comprehensively benchmarked against the 5 Series, A6, and E-class. As soon as the S9 is listed, the price system of the traditional BBA will inevitably suffer a destructive blow as soon as it is released. At that time, it will not only be second-tier luxury brands such as Cadillac, Lexus, and Volvo that will reduce prices.

Judging from the hot sales of the M9, there is a high probability that the S9 will also blow up the traditional market of 56E. The domestic Mercedes-Benz is produced by BAIC, and with BAIC's industrial manufacturing capacity and the Xiangjie S9 jointly built by Huawei, it will not lose to Mercedes-Benz in terms of quality.

If you don't work hard, you can only buy BBA, which will not be a joke, but will become a real thing. The price of BMW i3 was hit to 170,000, Audi A4L was also hit to 210,000, and it is very likely that Audi A6L, BMW 5 Series, and Mercedes-Benz E-class will be hit within 300,000 in the future. After all, the Porsche Macan has dropped to 448,000.

In addition to Hongmeng Zhixing, NIO, which focuses on the price range of more than 300,000 yuan, has also begun to exert its strength, and its monthly sales have returned to more than 20,000 units. Under the attack of Huawei, NIO, and Ideal, the living space of BBA will only get smaller and smaller.

Independent upward, joint venture downward, no matter how hard you work, you can really only buy BBA in the future.

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