during the peak season of "golden september and silver october", car companies "reduce prices and increase configurations" to boost sales丨first-line
2024-09-17
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"science and technology innovation board daily" september 15th(reporter tang zhixiao), with the new round of government trade-in policies, the auto market has entered the traditional sales peak season of "golden september and silver october". some automakers have chosen to "decentralize" high-end intelligent driving configurations, and some automakers have chosen to provide subsidies based on discounts in order to achieve sales growth in the fourth quarter. the reporter of "science and technology innovation board daily" visited offline stores of several new energy vehicle brands and found that the number of customers in the store has increased due to the decentralization of intelligent driving to lower-priced models. a salesperson said that users who buy 150,000-level models will also compare the differences in intelligent driving solutions of multiple models. in addition to "price reduction and additional configuration", the reporter found that most automakers still attract users to the store and increase sales through price reduction and subsidies. data shows that the retail penetration rate of new energy vehicles in august rose again, reaching 53.9%, an increase of 16.6 percentage points from the penetration rate of 37.3% in the same period last year; the monthly retail sales exceeded one million vehicles for the first time this year, reaching 1.027 million vehicles, a year-on-year increase of 43.2% and a month-on-month increase of 17.0%. from january to august 2024, the retail sales of new energy vehicles reached 6.016 million units, a year-on-year increase of 35.3%.
high-end intelligent driving price reduction drives sales growth
a salesperson at a new energy vehicle store in shenzhen told reporters that the recently launched model xiaopeng mona m03 has lowered the high-end intelligent driving configuration to models below 150,000 yuan, snatching away many of his orders. "most of the users who changed their orders for mona m03 are targeting the intelligent driving system of mona m03." at present, in the price range of around 150,000 yuan, the intelligent driving function has a greater impact on consumer decisions. recently, including xiaopeng, baojun and changan deep blue, a number of models have been released, and the high-end intelligent driving function has been lowered to models below 200,000 yuan, and the order volume has increased. previously, shen shaojie, the head of dji's vehicle-mounted vehicles, also publicly stated that the configuration of high-end intelligent driving for new energy models above 300,000 yuan is already very high, and the sum of high-end + low-end (intelligent assisted driving installation rate) is close to 100%. according to xiaopeng officials, the number of large orders for mona m03 exceeded 10,000 within 24 hours after its launch. then on august 30, xiaopeng motors officially announced that the mona m03 had received over 30,000 orders within 48 hours of its launch. a reporter from the science and technology innovation board daily visited xiaopeng motors' first-line stores, and a salesperson told the reporter: "when the mona m03 was first launched, it only took 1-2 weeks to wait for delivery after placing an order, but now the delivery time has been extended to 4-7 weeks." another typical example is the compact suv released by baojun with a starting price of around 120,000 yuan. it uses the lingmou intelligent driving 2.0 max solution provided by zhuoyu technology (formerly dji car). with the support of the "end-to-end model", it also supports map-free city memory navigation assistance and high-speed intelligent navigation assistance, and also uses high-end intelligent driving as a selling point. a salesperson at wuling baojun's store told the reporter: "most of the users who come to the store to see the car have a certain interest in the high-end intelligent driving of the 150,000 yuan level car, and will also compare it with changan deep blue and xiaopeng mona."
reporters from the deep blue store learned that the changan deep blue s07 is a model that can be equipped with huawei qiankun se intelligent driving system. the price after the option is about 180,000 yuan. it is also the lowest-priced model currently equipped with huawei's intelligent driving system.
according to the offline sales of deep blue, the current pricing of models with huawei intelligent driving has been reduced by 10,000 yuan compared to before, and the advanced intelligent driving function has been upgraded from free for half a year to free huawei qiankun intelligent driving ads se advanced version. "the price of the qiankun intelligent driving advanced version of the wenjie m7 pro version is more than 250,000 yuan, and now the deep blue s07 is less than 200,000 yuan. if you have a scrapped or replaced vehicle, it can be even lower with various subsidies." regarding the current automobile consumption situation, yuan bo, vice president of banma intelligent driving, once said at the china electric vehicle hundred people forum: "according to the market price range distribution map in 2023, more than a quarter of the models are priced between 100,000 and 150,000 yuan, and more than 65% are priced below 200,000 yuan, and the data has been very stable in the past three years. i believe that (the market below 200,000 yuan) is the point where everyone will exert their strength and roll up in the next two or three years, and it is also the price range of smart car 'thousand-yuan phones'."
local governments promote replacement subsidies, and car companies follow suit
according to incomplete statistics from the reporter of the science and technology innovation board daily, since the end of august, more than 15 provinces and cities, including beijing, guangzhou, tianjin, shenzhen, foshan, chongqing, anhui, zhejiang, shanxi, hubei, hunan, qinghai, heilongjiang, shandong, and jiangxi, have issued the latest automobile "trade-in" policy, with a maximum subsidy range of 20,000 yuan per vehicle. compared with the scrapping and replacement subsidy standards issued in the first half of the year, the preferential policies of this policy have been further increased. on the basis of local subsidies, brands have launched their own factory replacement subsidies: saic motor's roewe and feifan motors announced that they would invest more than 550 million yuan to subsidize a number of models such as roewe d7 ev and feifan r7. consumers can apply for an additional 3,000 yuan car purchase voucher on the basis of the vehicle transaction price; polestar motors launched a limited-time discount. before december 31, the purchase of polestar 4 can enjoy a limited-time discount, with a maximum subsidy of 85,000 yuan, including a limited-time brand subsidy of 65,000 yuan, a national scrapping subsidy of 20,000 yuan or a local replacement subsidy, and a limited-time optional subsidy of up to 50,000 yuan, and a limited-time 0 down payment 0 interest financial plan. the reporter visited many stores in shenzhen and found that the subsidies and discounts offered by dealers were different. for example, a gac aion dealer provided an additional 3,000 to 10,000 yuan replacement subsidy on top of the 5,000 yuan district subsidy provided by bao'an district, shenzhen; a saic roewe dealer provided a 10,000 yuan discount for the new roewe d5x dmh, and also provided an additional cash subsidy of up to 30,000 yuan. a dealer told reporters: "the subsidy for scrapping old cars, combined with the preferential activities in the store, has attracted many customers with limited budgets but the intention to buy a car. more than half of the customers who entered the store purchased new energy vehicles through replacement." "in august, the terminal sales volume of the new energy vehicle market showed a trend of 'not being dull in the off-season', and the incremental consumption of new energy vehicles has made a huge contribution." cui dongshu, secretary-general of the china passenger car association, believes that with the further efforts of the scrapping and renewal policy and the introduction of local "old for new" policies, the terminal prices have begun to stabilize after the country called for anti-"involution", and the wait-and-see sentiment of consumers holding money has been further alleviated, and the overall car market has rebounded. (reporter tang zhixiao of cailianshe)