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more than 40 new cars were launched in september, and consumers really don't have enough to buy

2024-09-21

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introduction

Introduction

it looks lively, but it's actually terrible.


author: du yuxin

editor: li sijia

editor: he zengrong

on september 20, eight new cars from eight automobile companies were launched into the market.

zeekr7x, tengzhong z9gt,dark bluel07, elf #5, bingo suv 5-seater version, new modeljietu dashengruiqi 6 pro, the new grand cherokee, with price ranges from over 70,000 to over 500,000, from sedans to suvs to pickups, from domestic cars to imported cars, we have everything.

this is another day after september 10th when a large number of new cars are launched on the market.

in fact, it is not just these two days that there are a lot of new cars. in september, new cars are coming in droves. according to incomplete statistics, at least more than 40 new models, or modified models, or new models have been launched on the market. this is almost the month with the most new cars launched except during the auto show. the auto market seems to be unusually lively.

it is not difficult to understand that after crossing the golden september and october and entering the end-of-year time to rush to sell sales and submit report cards, major car manufacturers are working hard and looking forward to stimulating the market and consumption with new products.

however, this prosperity is not the most realistic portrayal of the current automobile market. instead, it forms a sharp contrast with the situation of increasingly severe competition, too many cars and too few sellers, and the pressure on the upstream and downstream industrial chains is stretched to the limit. it looks very lively, but it is actually very bad.

retail data from the china passenger car association shows that the narrow passenger car market has been declining for five consecutive months, and the market situation is not optimistic. what's more, this is the result of a number of policies to stimulate automobile consumption introduced by the state and local governments.

it is basically certain that among these more than 40 new cars, except for a few products that have sufficient market influence, the vast majority will become runners-up and become moths to a flame.

when price wars have lost their incentive to consumers, when automakers continue to spend money to launch new products but have no obvious results, and when competition has entered a situation where it is not a "you die or i die", the darkest moment of the auto market is inevitable. but what is certain is that the current chinese auto market is only in the preliminaries stage, and the real elimination has not yet come.

new cars are crowded and dazzling

let’s first take a look at the several new cars that were launched yesterday. in fact, each new car has certain representative value and significance.

for example, the zeekr 7x is zeekr's first model to enter the mainstream household pure electric suv market. it is also the model that has the best chance of entering the mainstream household consumer market and is likely to become a hit after zeekr launched five new models. the 58,000 orders in 20 days of pre-sale seem to be a proof of this.

the price of zeekr 7x from 229,900 yuan to 269,900 yuan does seem to have a competitive advantage, at least compared with its competitors.tesla model yhowever, the competition in the 200,000 yuan household pure electric suv market has become fierce.tesla40,000 to 50,000 vehicles per month grab the biggest piece of the pie, while latecomers such asledao l60、zhijie r7、avitawith products like 07 eyeing the market, and a number of competitors lining up to grab a share of the 200,000 to 300,000 yuan suv market, this battle will not be easy.

for example, the tengzhong z9gt is in the range of 300,000 to 400,000 yuan.bydthe mission of continuing to rise and the importance of consolidating the foundation of byd's brand image, especially since denza boughtbenzthe 10% stake in hand means that byd will be able to accomplish its luxury-oriented mission more independently.

for the current denza, the tool-like d9 accounts for too high a proportion, and with the entry of more hybrid mpvs, denza's advantages in the mpv market have been challenged unprecedentedly. the tepid performance of the n7 has put great pressure on the z9 series to increase sales. therefore, on the z9gt, denza's multiple first-launch black technologies and the improvement of intelligent driving capabilities are denza's efforts to seek greater market opportunities. the retention of 20,000 pre-sale orders and the growth of subsequent orders and sales are all tests of denza's true capabilities.

for example, deep blue l07, although it has a new name of "7 series" and a higher price than sl03, all these efforts are made on the basis of improving configuration and product strength. the price range of 150,000 to 170,000 yuan is to prevent the deep blue brand from being dragged down to the market range of changan qiyuan like sl03, leaving room for the next layout of qiyuan. at the same time, the price range basically hits the entry-level position of joint venture mid-to-high-end cars. the adjustment from naming to price can be regarded as a strategic evolution of deep blue.

however, in the mid-to-high-end sedan market, strong competitors are still the traditional fuel-powered "maypa brothers" and the three japanese giants. in addition, byd qin l and haibao 06 have swallowed up a lot of market capacity with their powerful hybrid appeal in a leapfrog manner. new forces of the same product type, such as leapmotor, have already stood at the center of the market one step ahead of deep blue. how much market space is left for deep blue l07 to start again?

another example is the smart 5, which is another move by the niche brand smart to grow bigger. it has moved from a small car to a mid-size car in terms of space and size, and has entered the fiercely competitive pure electric market of 200,000 to 300,000 yuan. unlike other pure electric suvs such as tesla model y, smart continues to take a personalized route, and its design also breaks the style of the smart 1 and smart 3, which is a mixed blessing.

perhaps it was a correct choice for smart not to join the market war of 200,000-300,000 household pure electric suvs. after all, the war in that market is not something smart can accept or resist. but the next challenge is still to re-establish brand awareness and reach consumers, especially from smart to personalized crossover, from first- and second-tier cities to the broader market of sinking. the challenge left for smart and elf #5 may be greater than the previous two models.

for wuling bingo suv, the situation may be even more serious. on the one hand, wuling's position in the entry-level market is being challenged by byd and geely. from wuling hongguang miniev to wuling bingo, every market that wuling wants to focus on has been cut by its competitors. in addition, the weakness of the xingyun, xingchi, xingguang and other series of products means that wuling has no other products to rely on.

therefore, from bingo to bingo suv, wuling once again strengthened its product ip by increasing the body size, adding seats, optimizing the range options and configurations, and constantly adapting to market demand and the attack of its competitors. the price of 75,800 to 95,800 yuan, and the 510-kilometer range of the electric car is only 100,000 yuan, is also wuling's helpless move to strengthen the cost-effectiveness once again.

in addition, the competitive advantages of the new jetour grand cherokee, ruiqi 6 pro, the new grand cherokee and other products, whether they are pickups or imported cars, are average in the market. on the one hand, they are not very mainstream market and consumer choices. on the other hand, in terms of communication, voice and consumer awareness, it is difficult to have a direct connection with popular products. at most, they can only be regarded as supplements to car companies and market segments.

of course, these 8 new cars are just a drop in the bucket of the new cars launched in september. according to incomplete statistics from the automobile commune, there are more than 40 new cars that have been launched or will be launched in september. with so many new products, not only are consumers unable to remember them, but even the media and industry professionals who are busy running around between major press conferences feel exhausted and even numb.

demand creates prosperity, not new cars

the cruel reality is that the days when new cars can be sold well as long as they are launched are gone, and the dreams of automakers to stimulate sales by releasing new cars have been shattered.

in the past, selling cars in the huge chinese market was a very easy thing. for most mainstream manufacturers, once they launched a new model, they basically had no worries about sales. even some popular models required a price increase before they could get the car. in the incremental market, from car manufacturers to downstream dealers, life is not too easy.

however, in recent years, when the passenger car market has stagnated and shifted from competition in the incremental market to competition in the stock market, the trend of the new energy era has driven changes in consumers' car purchases. coupled with the continuous entry of new forces in car manufacturing and changes in the economic environment, fundamental changes have taken place in automobile consumption trends.

looking at these new products, we can actually discover many trends and general directions.

for example, everyone is talking about the transformation to new energy, but from the form of these products and the market they are in, we can see that there are still many types, including pure electric, plug-in hybrid, extended range, and fuel vehicles. this is the result of the huge and diverse chinese auto market. although the monthly market share of new energy vehicles has exceeded half, the demand for fuel vehicles still exists. many chinese car-free consumers and families, or consumers who have been taught a lesson by new energy vehicles, will still embrace fuel vehicles without hesitation.

therefore, the continuous update of fuel vehicles such as passat, haval h6, toyota suv, nissan teana, new generation changan cs75 plus, cadillac xt5, etc. is an important basis for maintaining the continuous consumption of fuel vehicle market. after all, with a market demand and capacity of more than 10 million vehicles per year, no car company can ignore this sweet cake.

moreover, judging from the monthly sales, leading automakers such as volkswagen, toyota, geely, chery, changan, and great wall have not only not lost market share in the fuel vehicle market, but their influence in the fuel vehicle market has become increasingly stronger. they even need to use the revenue and profits from the fuel vehicle market to fill the financial pressure and deficit of new energy and intelligent transformation. this will be the basic rule for the survival and development of large automakers for a considerable period of time in the future.

we just talked about fuel vehicles. the direction of electrification is actually undergoing new changes. in the past, we only talked about pure electric vehicles, but as a batch of pure electric vehicles have been tested by consumers in the market, current consumer demand is moving more and more towards diversification. needless to say, fuel vehicles still account for half of the demand, while pure electric and hybrid vehicles are forming a new differentiation.

for example, entry-level products are moving towards electrification, such as the arrival and promising prospects of wuling bingo and geely xingyuan, and the continuous dominance of byd seagull, dolphin, yuan up and other products in the market are the most sufficient proof.

for household a-class cars, both pure electric and hybrid models are flourishing, such as the geely galaxy e5, which delivered over 20,000 units in just over a month after its launch, and the hot sales of the xiaopeng m03, which are the truest reflection of the entry of pure electric vehicles into the mainstream household market. the hybrid models are represented by byd's a-class products, which basically dominate the top of the list. however, the arrival of new hybrid products from changan, chery, and geely will continue to strengthen the influence of hybrid products in the household a-class car market.

medium and large cars are more inclined to hybrid, including the extended-range vehicle, which was originally considered a backward technology, and has been recognized by more and more car companies. at present, except for tesla and nio, all new power brands have joined the extended-range technology embrace. it is worth mentioning that the list of medium and large suvs in august was dominated by extended-range vehicles, which is enough to illustrate the trend and direction.

of course, there is another trend that is the irreversible trend of intelligence, including smart cockpits and smart driving. in terms of cockpits, traditional fuel vehicles represented by passat pro and the new generation changan cs75 plus have also brought the latest technologies such as large screens, smart voice, and advanced chips to the vehicles, including geely xingyuan's flyme auto being put on entry-level products, constantly adapting to the needs of chinese consumers for screens and applications.

in terms of intelligent driving, the intelligent driving capabilities that come as standard on the xpeng 07, zeekr 7x, and xiaopeng m03 have promoted the popularization of intelligent driving and consumer awareness; wuling yunhai has brought high-end intelligent driving to the 100,000 yuan price range, further lowering the threshold for intelligent driving.

finally, it should be said that the current auto sales and brand concentration are getting higher and higher, leaving fewer opportunities for auto brands in the middle and back. from the monthly sales list, we can see that the sales and momentum of the top five are getting higher and higher. eating meat in the front, drinking soup in the middle, and smelling the smell in the back will become the new pattern of the future auto market.

despite the large number of new products in september, there are actually only a handful of products that truly have market and industry influence and even contribute to sales. moreover, to become a hit in the current stock competition market, it is not as simple as product strength and price. these are only the most basic factors. it also includes brand influence, corporate strength, manufacturing capabilities and system advantages, communication and marketing strategies, channels and sales capabilities, none of which can be missing.

perhaps, the increasing number of new cars gathering together is the final frenzy before the knockout rounds. however, the current knockout rounds are still in the qualifying stage, and the cruelest situation has not yet arrived.