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since the launch of ledo l60 on september 19, the market for model y has been extremely busy.

during this period, jikrypton 7x, zhiji ls6, avita 07, zhijie r7 and other models focusing on the 200,000-300,000 class and mainly pure electric suvs were launched successively. this is the first time that model y has been so intensively attacked.

soon, the traffic battle of this wave of new cars immediately moved to the "battle report" link, and there was a trend of consecutive orders.

the first one to hit the shelves was ledo l60. although weilai does not have the tradition of announcing order quantities, terminal data from third-party data - car fans statistics show that the number of lodo l60 units within 72 hours of its launch has reached 30,000; as of the morning of september 24, lodo l60 received 65,000 orders, with a lock-in rate of 70%, and secured a firm order of 45,000 in 6 days.

letao has started nationwide delivery. source: letao

the jikrypton 7x, which was launched on the second day of the launch of the ledo l60, has a large order quantity of 20,000 units within one week of its launch. at the same time, data released by car fans shows that within 24 hours of its launch, the number of orders for the jk 7x was 6,000.

the production numbers of the zhiji ls6, avita 07, and zhijie r6, which were launched on september 26 and 27, all exceeded 11,000 units in different statistical periods.

this wave of effects has made tesla unable to sit still. soon, tesla announced that it would extend its 5-year 0-interest rate financial installment policy until the end of october.

source: tesla official website

continuous sales, is it true or false?

in fact, there are still subtle differences between each brand in how to define a large order.

the large deposit is usually 5,000 yuan, and will be accompanied by certain deposit rights. at the same time, each brand has a hesitation period for large orders, which is generally 72 hours. there are also cases where the hesitation period is extended in order to increase the quantity of large orders.

during the hesitation period, large deposits support cancellation, and selected vehicle configurations support modifications. after the hesitation period, the large order will enter the order locking process. the deposit is non-refundable and the user needs to pay the balance. if the user cancels the order during the order lock period, the large deposit cannot be refunded.

this means that there will be a certain gap between the large order and the locked order quantity, and there will eventually be a certain gap between the locked order and the final delivery quantity.

so,the difference between the large order and the final delivery volume may be due to moisture.this includes not only the amount of return orders, but also some "expert" operations performed by salesmen to offset orders.

in order to boost order volume, the exciting phase really started after this wave of new cars were launched.

two days after the launch of zhijie r7, user rights and interests were urgently revised. among them, the option gold rights were adjusted to 12,000 yuan. the option gold can also be used to purchase a 100-degree battery.

upgrading the zhijie r7 max's 82-degree battery pack to 100-degree battery pack costs 20,000 yuan. after the rights adjustment, it means using the 12,000 yuan option gold to upgrade the battery, and adding an additional 8,000 yuan to the original car price of 299,800 yuan.

source: zhijie r7 entering the store after its launch

immediately afterwards, avita 07 also updated its personalized option plan, adding ultra-clear electronic exterior mirror option packages and four-drive power upgrade packages to increase user rights.

it is said that the orders for the ledo l60, which exceeded expectations, were "stabbed" by rivals after it was launched. some users received information about order grabbing, "all of them unsubscribed from ledo and went to buy xx."

there is also a passage on the order poster for the zhiji ls6 that is worth pondering: the cumulative orders within 48 hours of its launch exceeded 110 million, and orders must be locked before september 30 to enjoy the last 2,000 units delivered in october.

source: zhiji official

chiji seems confident about october delivery volumes.

this competition on the surface to besiege the model y soon turned into a battle for orders for several new cars.

behind the popularity of posting singles, there are still tests

of course, compared to the xiaomi su7 launched in march this year, the large number of new cars in this wave is not worth mentioning.

after xiaomi su7 was launched, it made history at multiple time points: the number exceeded 10,000 in 4 minutes; the number exceeded 20,000 in 7 minutes; the number exceeded 50,000 in 27 minutes; and the number of sets exceeded 88,898 units within 24 hours of its launch.

the record-breaking number of large orders still cannot escape the ramp-up in production capacity. at present, after xiaomi's monthly production capacity ramped up to 10,000 units, the cumulative delivery volume since its launch is 45,000 units. at the same time, xiaomi officials said that it is expected to launch in november this year. , xiaomi will complete the full-year delivery target of 100,000 vehicles ahead of schedule.

although no fixed quantity has been announced, li bin, the founder of weilai, clearly mentioned when communicating with the media that ledo will continue to increase production capacity: ledo l60 will strive to achieve a production capacity of 5,000 units in october and a minimum of 10,000 units in december. next year at least 16,000 vehicles will be produced in january, and it will exceed 20,000 vehicles by march.

in the past two years, after new cars are launched, creating a "prosperity" of orders has become a new tradition. if we are really serious about some high-order models, the final delivery volume may not be consistent with the order quantity. after all, there are many new cars whose orders are overwhelming, subsequent delivery capabilities are insufficient, and even the cumulative delivery volume has never reached the order volume.

for this new round of new cars, next, in addition to testing its production and delivery capabilities such as ramping up production capacity and ensuring supply, and maintaining long-term and sustained order growth, can it truly tear off a piece of meat from tesla.

delivery speed is also a necessary part of the order-grabbing battle. source: ji krypton

it is undeniable that this wave of hot new cars, in addition to gathering 5 new models at once to seize the model y share, and catching up with the holiday consumption during the national day golden week, various brands are making every effort to refresh store sales and sales. order conversion.

li bin's expectation for ledo l60 is that monthly delivery will eventually reach more than 20,000 units. avita and zhiji both hope to refresh sales by relying on this main sales market.

in addition, the highlights of this round of new cars are also the competition between huawei smart car and huawei hi mode models, the launch of jikrypton’s first pure electric suv, nio’s power swap system dimensionality reduction impact, and so on.

within a week, there are five new cars on the same track, each with its own characteristics, and competition between them is inevitable. whether it is a new king or a melee among the gods, the answer may be revealed by the delivery performance in the next few months.