From the perspective of manufacturers, the top three sales of new energy vehicles are SAIC-GM-Wuling 24386, BYD 19048 and Tesla China 1 1329. ,
Among them, the sales volume of A00 class was 32,500 vehicles, and the share increased to 32% of pure electric vehicles. In September, the new energy vehicle market was diversified, with 24,386 vehicles from SAIC-GM-Wuling, BYD 19048 and Tesla China 1 1329, ranking among the top three new energy enterprises. New car companies such as Weilai, Tucki, Weimar, He Zhong and Zero Run have excellent data and good sales growth. Guangzhou Automobile New Energy has also experienced high growth, and the differentiation of new energy performance of large groups has intensified. In September, 33,700 ordinary hybrid passenger cars were wholesale, an increase of 17% compared with last September.
The sales volume of SAIC-GM-Wuling reached the top, which is closely related to the sales volume of Wuling Hong Guang MINI, especially in August. A month ago, Tesla Model topped the list. 3. Last month's sales volume was11811,which has set a myth in the history of new energy vehicles in China, but it is still inferior to Wuling. Hong Guang Mini? Small car EV overtook and became the new sales champion of pure trams in China.
This car not only fills the huge market gap of AOO-class electric vehicles, but also cuts the pain point of consumers' car purchase. At present, the prices of Baojun E 100, Euler R 1 and Claiwei can be seen from 50,000 yuan to 60,000 yuan, while Wuling Hong Guang MINI? The minimum price of EV is less than 30,000 yuan, which can basically cover all consumer groups.
There is another point that is particularly critical. There are really too few car companies in China that can sell tens of thousands of cars a month without delaying delivery. One of the hard strengths of Wuling Hong Guang is its sufficient production capacity.
Models? When it was first made in China, everyone said that Tesla was a catfish in China's new energy market and would revitalize the whole market. However, judging from the report card since March, it was not a catfish, but an ambitious shark. Yeah, Tesla model? Generally speaking, the data of 10 may set a new record again. Models? 3 Replace it with the lithium iron phosphate battery of contemporary Amperex Technology Co., Ltd. with lower cost, and the price will be reduced to 230,000 yuan.
Domestic models? Last year, the official price was 355,800 yuan. In just one year, the price will be lowered to 249,900 yuan, which will also worry potential consumers. Tesla model? Will it continue to reduce prices? The answer is yes.
At the beginning of this year, domestic Tesla models? Formal delivery in Shanghai factory has great advantages over imported cars in terms of production cost and state subsidies. With the continuous improvement of localization and production capacity, Model? It is bound to reduce the price again.
However, the worst model among the new domestic car-making forces? 3, the biggest impact may be Tucki P7, who is facing the enemy. Before the new car went on the market, he Xiaopeng said the model? At least 1 10,000 USD is needed to get the value for money. As a result, at the beginning of the year, domestic models? 3 price adjustment has been made. What do the students think? Nothing. Tucki P7 takes a long-distance cruise route. What kind of car? The standard endurance model can only run 445km, and the rear-drive long endurance model will not run so fast. After all, leeks don't grow so fast.
As a result, everyone knows that in April 10, domestic Tesla models? The 3-long-life rear-drive version was officially released, and the subsidized price started at 339,050 yuan. On April 27th, Tucki P7 Online was officially listed, and the subsidized price range was 229,900-349,900 yuan.
However, Xpeng Motors performed very well in September, with a total monthly delivery of 3,478 vehicles, up 145% year-on-year, and 8,578 vehicles in the third quarter, up 266% year-on-year, setting a new high in quarterly delivery. Among them, Tucki P7 delivered 2,573 vehicles per month, which actually achieved good results in the competition with Tesla.
However, the next step is the moment to truly witness the strength. In June 10, 1, Tesla China once again announced the downgrade of domestic models? 3. The price of its standard endurance upgraded version has dropped to 249,900 yuan, and the price has entered the range of 250,000 yuan. Tucki and Tesla really stand on the same starting line, both positioning pure electric vehicles, and their prices are in the same range. It can be predicted that the sales pressure of Tucki P7 will further increase.
Tesla model? At present, the phenomenal explosion of 3 is actually a good state for Wei. The more people who are interested in new energy vehicles are attracted by Tesla, the more opportunities Weilai has. After all, there are fewer types of mid-to high-end models on the market, and Tesla has not covered this field. There are even fewer models with both cost performance and brand power.
Weilai sold 4,708 vehicles in September, up 133.2% year-on-year. Weilai delivered ES8 1482 vehicles, ES6 and EC6 * * 3226 vehicles, which continued the upward trend in recent months. In addition to Weilai's rising production capacity, it is also related to Weilai's announcement that free power exchange for life will go offline. Weilai officially announced that from June 10 to June 12, users will get free power exchange rights with monthly limit, but this policy also squeezed the demand for car purchase in the fourth quarter.
Of course, Weilai shouldn't steal the joy and think that his ES6 and ES8 are SUVs, so he can escape. The second phase of Shanghai Super Factory is in the final stage, and some second-phase factories already have production equipment, which means Model? The production of Y type is expected to be advanced. Domestic version? Y has already made a reservation. The long-life version costs 488,000 yuan, and the high-performance version costs 535,000 yuan. How does it compare with this year's model? 3 price diving all the way, model? You can also imagine how much water is in the pre-sale price of Y, and Weilai ES6 itself is the benchmark model. Y was born, and this time I can have a real fight. Wait until the model? Y began to deliver, and the price range of the two cars basically coincided, and the impact really began.
The core purpose of localization is to reduce costs, and switching to lithium iron phosphate battery is also to reduce costs. Tesla related personnel revealed that? 1 month, the localization rate of parts in Tesla Shanghai factory is about 30%, and it is planned to increase to 70%-80% by July 2020. By the end of 2020, Tesla Model will be made in China. 3. Domestic substitution of 100% parts will be realized. Someone on the internet said Tesla model before? 3 the price can be reduced to less than 230,000, which is an official rumor, but as far as this trend is concerned, the author thinks that when the model? When y is mass-produced or reduced in price, is it also a model? 3 when the price is adjusted again.
The trend of domestic new energy market is excellent, but Tesla, as a foreign capital, has the possibility of monopoly. Independent manufacturers need to start from the hard power of their products and confront them head-on to avoid Tesla's anti-customer orientation. Of course, at present, it seems that independent manufacturers have realized this and the market response is improving. We all have bright futures.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.