With the rapid rise of new energy vehicles, the popularity of new energy manufacturers in the market is also quite high, such as BYD, Tesla, ideal, Wenjie, Xiaomi and other car companies, can be described as the "traffic password" in this circle, because in terms of sales and traffic, they are indeed difficult to ignore, selling very well.
However, in addition to the above-mentioned well-known car companies, in fact, there is a new energy brand that can be regarded as "making a fortune in a muffled voice", although it is not as good as the former in terms of popularity, but the market performance of others is not weak, and even the monthly sales at the peak of the month exceeded 50,000 units, which is GAC Aion. According to the latest data from GAC Aion, it sold a total of 35,027 new cars in June this year, and the official also said that it ranked among the top three mainstream pure electric vehicles.
From the perspective of market performance, GAC Aion's monthly sales of more than 35,000 vehicles are very good as a new energy brand. But if you compare it with the past, it still has declined, for example, the sales volume in June this year fell by 22.18% year-on-year; Compared with May 2024, it is down 12.59% month-on-month. It is worth noting that Ideal, which has been pressed by Aion before, also sold more than 45,000 units in June, which is better than Aion.
From the monthly sales of 50,000 units to the current monthly sales of 35,000 units, what happened to GAC Aion?
Looking at it carefully, Aion mainly relies on the support of AION S, AION Y, AION V, AION LX, which are characterized by large space, high cost performance, stability and durability. However, most of these cars have flowed into the B-end field, which means that a large part of its sales performance is supported by the online car-hailing market.
But as we all know, if you want to compete in the fierce automobile market today, it will definitely not work if you only rely on the B-end market. After all, unlike the way of private cars, the biggest function of online car-hailing is the means of transportation for Chinese people, at this time, only the car needs to be cheap, low cost and durable, and the driver and even passengers do not have great requirements for the mileage, comfort and intelligence of a car, which is the crisis of Aion.
After all, you must know that today's Aion is actually subconsciously regarded as an online car-hailing, and this label is difficult to tear off once it is attached. In other words, even if you buy it and drive it yourself, many people still think that you are no different from an online car-hailing driver, which is somewhat faceless. And in the minds of many consumers, the new energy vehicles that can be used to run online car-hailing will be somewhat cheap, in fact, this is also the case, for example, Aion's best-selling are AION S and AION Y, and they are also the two cheapest cars under Aion, accounting for more than 90% of Aion's share. Just imagine, with this kind of model, who would want to use it as a family car? In any case, there are no other alternatives in the market.
In addition to this, the ride-hailing market is also saturated. It is important to know that online car-hailing has been developing in China for many years, and it is not as optimistic as imagined in terms of industry prospects and user consumption scale. For example, the size of ride-hailing users is declining. Data shows that in 2022, the number of online ride-hailing users in the country will be 437 million, nearly 16 million fewer than the 453 million in 2021. Obviously, the scale of online car-hailing users is declining, and the income of drivers is also declining, so there will be fewer and fewer people willing to buy online car-hailing.
Write at the end
I have to admit that today's GAC Aion can be regarded as breaking out of its own world in the new energy vehicle market, after all, not everyone can achieve monthly sales of more than 50,000 units. But what you should know is that behind this rise is actually mainly relying on online car-hailing, for GAC Aion, how to launch more competitive products and occupy a certain share in the C-end market is also the most important thing it should think about at present, otherwise it will only fall even more.
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