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ledao, xiaopeng, zeekr... new energy vehicles are listed on the market. he xiaopeng: producing and selling 1 million vehicles per year is the bottom line for "survival"

2024-09-20

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china business news (reporter lei kexin)as the new energy vehicle market continues to heat up, september has become a popular month for major automakers to showcase new models. new energy vehicle brands such as ledao, denza, xiaopeng, and zeekr have chosen to release new models in september, which not only brings more choices to consumers, but also further intensifies the competition in the new energy vehicle market.
the zeekr 7x pure electric suv media tasting event was held in beijing. the picture shows media reporters checking the exterior details of the car. (photo provided by cnsphoto)
multiple new models are launched intensively
on september 19, the first model of nio's new brand ledao, the l60, was officially launched, with an official price starting at 206,900 yuan. it is reported that this new model was clearly benchmarked against tesla model y when it was released, and once the news of its launch was released, it attracted widespread attention from the industry.
li bin, founder, chairman and ceo of nio, recently expressed his high hopes for ledao auto, hoping that it can help nio gain a favorable position in the mass market. li bin said: "in the long run, with the continuous release of new products and the continuous updating of existing products, the monthly delivery volume of the nio brand in the chinese market is expected to reach 30,000 to 40,000 vehicles."
on the same day, at the 2024 yunqi conference, he xiaopeng, chairman and ceo of xpeng motors, announced the launch of a new model, the xpeng p7+. he xiaopeng said that the xpeng p7+ is positioned as the world's first ai car, and more news about the xpeng p7+ will be released in the coming october and november.
prior to this, xiaopeng motors released a new model, mona m03, on august 27, with a starting price of 119,800 yuan. this model directly hits the main passenger car consumption market and will compete with popular 100,000 yuan models of automobile brands such as byd and gac aion.
in addition, a number of new energy vehicle models including zeekr 7x and byd ...
wang peng, an associate researcher at the beijing academy of social sciences, said in an interview with china business news: "the addition of new models provides consumers with more choices. models of different brands and characteristics will meet the needs of more market segments. in order to gain a competitive advantage in the market, automakers will continue to improve the performance of their products, including driving range, charging speed, vehicle handling and other aspects."
new energy vehicle market continues to be hot
with the arrival of the "golden september and silver october" consumption peak season, the auto market has ushered in a sales peak. major automakers are working hard to speed up sales and strive to boost sales during this period.
on september 19, the latest sales data of emerging brands in the chinese market showed that in the week from september 9 to september 15, ideal, q3 and leapmotor ranked the top three with 12,600, 9,600 and 7,900 vehicles respectively. zeekr, xpeng, nio and other brands followed closely behind, with corresponding weekly sales of 4,700, 4,300 and 4,200 vehicles respectively.
the latest data from the passenger car market information joint branch of the china automobile dealers association shows that from september 1 to september 15, the retail volume of the passenger car market was 828,000 vehicles, an increase of 18% year-on-year and 12% over the same period last month; the retail volume of the passenger car new energy market was 445,000 vehicles, an increase of 63% year-on-year and 12% over the same period last month. among them, in the second week of september, the average daily retail volume of the passenger car market was 63,000 vehicles, an increase of 26% year-on-year and 18% over the same period last month, both of which achieved double-digit growth.
"in september, various provinces successively released car replacement policies, which effectively eased the wait-and-see sentiment of consumers under the 'price war' and vigorously promoted new car consumption. the incremental potential of new energy products exceeded historical expectations, especially in the entry-level market, where consumers' demand for replacement purchases of the same level and price but higher quality was effectively stimulated. the local subsidy policy was effective in the initial stage, not only increasing consumers' willingness to buy cars, but also injecting strong momentum into the sales growth of the 'golden september and silver october'." a relevant person in charge of the passenger car market information joint branch of the china automobile dealers association said.
competition in the new energy vehicle market intensifies
with the delivery of similarly positioned and priced products such as ledao l60, zhijie r7, and zeekr 7x, the competition in the new energy vehicle market has intensified. a large number of domestic new energy vehicles have entered the mainstream price range. will new sales champions emerge in various new energy market segments?
wang peng told china business news: "the addition of new models will change the distribution of the auto market share. some automakers may gain more market share with new models. in the fierce market competition, some less competitive automakers may face elimination, thus promoting the integration and optimization of the entire industry."
at the 2024 yunqi conference, he xiaopeng said: "in the future, there will be very few car companies left at the table. to gain a foothold in the elimination round, the key lies in whether they can produce and sell 1 million new energy vehicles each year. this number only represents the bottom line for companies to avoid being eliminated. to truly win the market, it will take more years of observation."
it is worth noting that more and more automobile companies are beginning to transfer high-level intelligent driving functions to models with a price of around 200,000 yuan. reducing costs, exploring the market, and increasing market share have become new trends in the development of automobile intelligence.
"these new models generally emphasize intelligent driving functions, which will accelerate the popularization and application of intelligent driving technology. automakers will continue to increase their research and development investment in the field of intelligent driving to promote the maturity and progress of related technologies." wang peng told china business news.
he xiaopeng also expressed a positive attitude towards the combination of big models and intelligent driving. he believes: "in the next 36 months, the application of end-to-end big models in autonomous driving will allow everyone to drive like an experienced driver in every city. end-to-end big models are gradually becoming the 'intelligent senses' of most users."
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