guandianpai｜surpassing model y has become the current mission of chinese car people
2024-09-21
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when surpassing model y becomes the "political correctness" of mainstream car companies, and when family suvs are ranked higher and higher in the product planning list of car companies, who can truly understand the real needs of family users? new forces are groping, and traditional car companies are even more faltering.
ledao l60 is now on the market and has received a huge sales volume
event overview: on september 19, the first model of nio's second brand ledao, ledao l60, was launched, with a price of 206,900-235,900 yuan. the next day, nio chairman li bin said in an interview with the media that l60 was in great demand. he also revealed the production ramp-up rhythm of this car, which is roughly 5,000 units in october, 10,000 units in december, 16,000 units in january next year, and 20,000 units in march.
september 19, 2024, hefei city, ledao l60 launch conference.
reviews：this is expected. ledao l60 is the first product of the nt3.0 platform. the 900v platform of ledao l60 built on the nt3.0 platform is currently the strongest underlying architecture in the industry. in other words, it is stronger than the weilai brand on the nt2.0 platform in some product strengths. the differentiation caused by different platforms includes the efficiency, energy consumption, and interior space layout of the three-electric system. just look at a few parameters: a car length of more than 4.8 meters, a wheelbase of 2.95 meters; a 60-degree battery, a range of more than 500 kilometers; 10 minutes to charge from 20% to 80% of the power. these are all specific gains achieved by the powerful three-electric system.
as for other core parts, such as intelligent driving, ledao l60 adopts a pure vision solution that is lower in cost than lidar. it sounds like a "low-end solution", but the industry has reached a consensus that with the development of ai capabilities, pure vision solutions are the "right way" for autonomous driving.
in terms of comfort, the fusion of various materials achieves a support that is both soft and tough. the passenger seat can be laid flat and connected to the back row to form a sofa; the super hard seat in the middle of the back row has also become a comfortable and equal soft seat; the leg space in the back row is even more exaggerated. unless a normal person deliberately stretches his legs, he will not be able to touch the front seat anyway.
the extra-large trunk space achieved by the fastback design is also surprising. the storage compartment under the trunk floor alone can accommodate a cabin suitcase, and the main storage space above is even wider and deeper.
this car has taken all the "family" related aspects to the extreme in terms of product strength. for the consumer group in the 150,000 to 200,000 yuan range, there are indeed not many cars that have both quality and functionality.
more importantly, the competitiveness of l60 is not just the product strength, but the nio system behind it. no new brand has 350 service centers and 1,000 battery swap stations available across the country when it is first established. it can be said that the technical foundation and system layout built by nio in 10 years constitute the necessary conditions for ledao to "peak at the debut".
the only thing left is the price. with the baas solution, the l60 can be driven home for as low as 149,900 yuan, with monthly battery payments starting at 599 yuan. in comparison, the model y costs 249,900 yuan. even though it is the originator of new energy vehicles, even though it is the world's top-selling model in all categories, as li bin said in an interview, "who would have a problem with money? comparing the 149,900 yuan l60 with the 249,900 yuan model y, i think it's a bit ridiculous."
the only problem now is that nio owners are a little unhappy. why is the car bought for more than 400,000 yuan not as good as the 200,000 yuan ledao l60? we can look at the problem from another angle. will anyone compare the configuration of the porsche macan and the haval h6? the former does not even have a reversing image, but everyone still thinks it is reasonable to buy the former for 600,000 yuan. then why are they unhappy when the scene is transferred to nio and ledao? after all, in addition to the fact that nio is more sophisticated in materials than ledao, it is normal for it to have a premium as a luxury brand.
however, even if nio owners are unhappy, it will not affect ledao’s business. according to information disclosed by ledao’s president ai tiecheng, the overlap rate between ledao users and nio users is only 5%. this means that only 5% of ledao’s potential customers are already nio owners.
haval h9 temporarily postpones its launch
event overview:at noon on september 19, haval brand general manager zhao yongpo posted on weibo that "the leadership believes that the launch conference originally scheduled for today lacks creativity, so they asked us to come up with new ideas as soon as possible and organize the most creative and meaningful launch conference."
comments:on september 19, the second-generation haval h9, which was originally scheduled to be launched on the same day, was postponed because the leadership felt that the creativity was not explosive enough and needed further polishing.
september 3, 2024, chongqing, inspectors test the haval h9 off-road vehicle on the production line.
industry insiders know why the launch was delayed. the night of september 19 belongs to ledao and weilai. in the era of smart electric vehicles, any attempt to steal the limelight from the popular new forces is unwise. although the positioning level of haval h9 is different from that of ledao l60, the price is highly consistent.
the current price of the 2024 haval h9 is 205,900-235,900 yuan, while the ledao l60, which was just launched yesterday, is priced at 206,900-235,900 yuan.
although the strength of haval, a traditional suv powerhouse, should not be underestimated, the current market voice is controlled by new forces that are good at making new energy vehicles.
in fact, with the support of china's powerful new energy industry chain, the product strength of electric vehicles of the same price is not only a "dimensionality reduction attack" on fuel vehicles, but is at least "far ahead".
let's take a look at a few points. in terms of space, the 5.07-meter h9 has a wheelbase of 2850 mm, while the 4.82-meter l60 has a wheelbase of 2950 mm. this is the natural advantage of the electric vehicle architecture. there are too many parts in fuel vehicles, so there is no solution in this regard.
in terms of intelligence, the h9 is equipped with voice control, remote control, lane keeping, adaptive cruise control and other functions, which only reach the mainstream level; the l60 can come with the top configuration of 8259p, orin x and city pilot assistance that can be used throughout the country.
i will not list all the configurations here. in short, the reason why haval h9 temporarily canceled its launch on september 19 is obviously not due to "lack of creativity".
in the early days, haval h9 became a leader in the domestic medium and large suv market with its affordable price of 200,000 yuan, with retail sales of 17,300, 11,500 and 12,400 units from 2020 to 2022. however, starting from 2023, as the market involution intensified, haval h9 sales began to decline, falling to 5,792 units in 2023, and the cumulative sales in the first eight months of this year were only 2,743 units.
in this context, the second-generation haval h9 is undoubtedly under tremendous pressure. it is not only a new car, but also a strategic car that affects its position in the suv market.
from the perspective of traffic, it is a wise decision to avoid the killer products of new forces and postpone the release.
the paper reporter zhou chunlin
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