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Since last week, withBMWBe the first to withdraw from the price war,Benz、AudiThere was also news that the price would no longer be reduced, and what followed was what the salesmen said: "The price went up, but the orders increased."

As weekly sales data came out,BBA did pull back the game。

This afternoon, sales data for the third week of July (July 15th - July 21st) showed that BBA sales all rose, with varying degrees of improvement compared to the previous week.

Moreover, Audi has surpassed Ideal andTesla, finally ranked among the top three with Mercedes-Benz and BMW.

In addition, there are also undercurrents in the new power list.NIOSales increased by more than 1,000 units last week., becoming the new car brand with the most obvious boost.

Unexpectedly,MilletThe weekly sales volume dropped significantly, from the seventh place in the previous week to the ninth place, and the sales volume also dropped from 2,300 to 1,500 units.XiaopengAnd Tengshi overtook.

01 

Xiaomi Motors continues to decline

Compared with last week, the sales of new forces have declined overall, but it is still surprising that Xiaomi Auto has dropped to ninth place, with sales of 800 fewer than last week, and the tenth place is still far behind.ZhijiThe gap is only 200 vehicles.

The first week of July (July 1st - July 7th),Zeekr、Zero RunThe sales of Xiaomi were 3,800, 3,800 and 3,700 respectively. The gap between Xiaomi Auto and the first two was only 100 vehicles. However, a week later (July 8th - July 14th), Xiaomi Auto's weekly sales fell back to 2,300 vehicles, a 38% decline compared with Xiaomi's first week of July.

In the third week of July, Xiaomi Auto’s sales fell again, with a year-on-year decline of35%, downTo 1,500 units, which is also the highest sales volume of Xiaomi in the past two months.Worst week for sales。

Poor sales for two consecutive weeks, the direct reason may beProduction line adjustment。

In early July, Wang Hua, general manager of Xiaomi Group’s public relations department, responded to rumors of “shutdown” on Weibo, saying that Xiaomi Auto will carry out a new round of production line optimization and maintenance in the near future to prepare for further increasing production capacity.

In addition, according to the 385th batch of new product announcements of the "Announcement of Road Motor Vehicle Manufacturers and Products" disclosed on the official website of the Ministry of Industry and Information Technology, the rear of four "Xiaomi" pure electric sedan products are marked with "Xiaomi" and the company name is "Xiaomi Automobile Technology Co., Ltd." This means that its manufacturer isBAICBy switching to Xiaomi, Xiaomi can fully control the production process independently and adjust the production plan more flexibly.

Although sales have declined, an automobile blogger revealed that Xiaomi had locked in 9,300-9,500 units of orders in July and 3,200-3,400 units of orders last week.

Last weekend, Lei Jun opened his annual speech, sharing the ups and downs of Xiaomi's three years of car manufacturing, which not only brought another wave of popularity, but also added four new sales outlets in Jinan, Guiyang, Changchun, and Changzhou, and opened 13 new stores.

Xiaomi Motors also said,Production line optimization and maintenance will not affect the goal of continued delivery volume exceeding 10,000 in JulyThere is still a week left, and Xiaomi Auto needs to work harder.

02 

BBA wins first battle against price hike

Last week, “BBA price increase” was frequently searched.

BMW All ModelsPrice increase: 30,000-50,000 yuan, 170,000 yuan is no longer enough to buy an i3, and Mercedes-Benz and Audi have also begun to stabilize their prices. A terminal salesperson revealed that after the price increase, the store's customer flow and transaction rate have increased.

Judging from the sales list, it is true.

BMW, Mercedes-Benz and Audi all saw a significant increase in sales.Audi saw the largest increase, an increase of 2,400 vehicles; Mercedes-Benz was second, with an increase of 2,100 vehicles; BMW, which was the first to officially announce a price increase, added 1,400 vehicles.

BMW was overtaken by Mercedes-Benz in sales ranking and ranked second. Audi surpassed Tesla and Ideal, rising from fifth to third. Compared with the fourth-place Ideal, the sales gap is as high as 1,600 units.

From this list, we can also see a detail that compared with the second week of July, the weekly sales gap between BBA and Ideal and Tesla was less than 1,000 units, but last week's weekly sales gap was as high as3000 vehicles。

Although BBA has indeed collectively increased its sales after changing its sales strategy of trading price for volume, BMW, which was the first to withdraw from the price war, has sent many potential consumers who have been waiting to see what will happen to Mercedes-Benz and Audi. In addition, the shortage of BMW's i3 and other models, which previously had large discounts, is also one of the factors that led to the smallest sales growth.

Interestingly, Mercedes-Benz and Audi are also raising prices. Audi's price increase last week was not large, but now it seems that the prices of all its products have basically increased.10,000 Yuan,evenAudi Q7 The price of the 3.0T version has increased by about 40,000 yuan, and the price will be further increased.

The price of Mercedes-Benz is relatively more stable. Although we are still waiting for notification, some stores have already withdrawn the price discount in advance because the price will definitely increase in the future.

Judging from the current sales list, BBA made the right move by reducing production to maintain value. However, if it only relies on the brand efficiency of traditional luxury cars, it may not be able to compete with domestic independent brands in the long run.

03 

Tesla, Ideal, and Wenjie love and hate each other

Last week, Tesla's sales performance in China was not as good as in the second week of July, and it was surpassed by Ideal, with sales of 10,500 vehicles. Ideal's weekly sales were 10,900 vehicles, and the weekly sales gap widened from 100 vehicles to 400 vehicles. Wenjie has always been closely behind, with sales of 9,300 vehicles this week.

Ideal AutoalreadyRanked first in weekly sales for 13 consecutive weeksAccording to Sun Shaojun, an auto blogger, Ideal had accumulated 30,000 orders in July and about 12,000 orders last week. Customers in summer vacation started to rush for high sales in late July, with the proportion of high-end intelligent driving exceeding 55%, and the 1.99% low-interest weekly sales policy had a significant stimulating effect.

Hongmeng Intelligent DrivingIn July, the cumulative number of locked orders was about 16,000 to 16,500 vehicles, and last week, the cumulative number of locked orders was about 6,500 vehicles.QJM9 The proportion is still increasing, reaching 50~55% in the third week.

In the list of emerging brands, Ideal and Wenjie firmly occupy the first and second positions, and Wenjie has long become the "eternal runner-up".

This is inseparable from the support of popular models, such asbrand newIdeal L6Less than three months after its launch, the cumulative delivery exceeded 50,000 vehicles.QX M7 UltraThe number of orders exceeded 30,000 units 20 days after its launch, and the number of deliveries exceeded 30,000 units 50 days after its launch.

Ideal Auto delivered 188,981 vehicles in the first half of the year, a year-on-year increase of 35.8%. Among them, 47,774 vehicles were delivered in June, a year-on-year increase of 46.7%.

The performance of the new M7 and the new M5 was similar, with 181,153 units delivered in the first half of the year, a difference of only 7,828 units. The brand delivered 43,146 units in June, including 17,241 units of the new M9, 18,493 units of the new M7 and 7,046 units of the new M5.

Judging from the delivery results, users of the Wenjie brand are more willing to buy high-end models, while users of the Ideal brand prefer the Ideal L6 model with a higher cost-effectiveness.

According to the current trend, there is still a lot of room for growth in the industry.