Since August, a number of Chinese new energy vehicle companies have launched a new round of price cuts and limited-time discounts in order to increase sales.。And now that August is over, the report card has been "released," the price reduction effect geometry？

             

"Wei Xiaoli": ideal, Xiaopeng rose month-on-month, Wei Lai fell month-on-month

            

In August, Ideal delivered a total of 34,914 new cars, up 663 from a year earlier..8%, the ideal L series of three models monthly delivery exceeded 10,000 vehicles.。

Li Xiang, Chairman and CEO of Ideal Motors, said that the popularity of the three models of the Ideal L series has consolidated our leading sales position in the new energy vehicle market and the luxury brand car market.。Ideal L9 has been ranked first in large SUV sales for 12 consecutive months, with cumulative deliveries of more than 100,000 vehicles since its first offline in August 2022; Ideal L7 and Ideal L8 models are ranked first and second in medium and large SUV sales respectively.。From January to August 2023, the cumulative delivery volume of Ideal cars has reached 208,165, and Ideal's market share in the domestic new energy vehicle market of more than 300,000 yuan has exceeded 30%, successfully winning the luxury new energy vehicle sales championship.。Starting from the second quarter, Ideal has been the number one brand in China's sales of high-end SUVs (including fuel vehicles and new energy) of more than 300,000 yuan for five consecutive months.。

Ideal delivery data recorded a year-on-year surge mainly due to the low base in August last year, and on a month-on-month basis, Ideal grew by only 2.3%。And since breaking through monthly sales of 30,000 vehicles in June, the ideal delivery data has stayed at 3.Below 50,000 vehicles。And this monthly data month-on-month upward weakness comes from the company's capacity bottleneck.。

At the Q2 earnings call, Li Xiang said, "Currently, the company operates two L8, L9 and L7 production lines in Changzhou.。The total capacity of the two-shift system is about 50,000 units per month.。The bottleneck of production is still the supply of parts.。In response to the additional demand, the company made plans to expand production in the second quarter, but it will take some time to test the production line and validate these plans。Ideal's outlook for third-quarter delivery figures also reveals this production bottleneck.。In the Q2 quarterly report, the ideal outlook for the third quarter is between 100,000 and 103,000 vehicles, or a monthly average of 3.330,000 to 3.430,000。However, Li Xiang also said that the company expects to increase production capacity in the fourth quarter after the monthly delivery of more than 40,000 "no problem."。

Although the capacity bottleneck has been resolved on the way, but in the face of fierce competition, the ideal is also looking for ways to retain market share to prevent the loss of customers.。On August 30, Ideal Motors said that to celebrate the first anniversary of the delivery of the Ideal L series, the cumulative delivery exceeded 250,000 vehicles, and Ideal launched a limited-time insurance subsidy.。From August 30 to September 30, any new model of ideal L9, ideal L8 and ideal L7 will receive an insurance subsidy of 10,000 yuan if it purchases car insurance through a cooperative insurance institution.。

Xiaopeng's August deliveries were good, reaching 13,690 units, up 24% from the previous month and 43% from a year earlier, with deliveries exceeding 10,000 units for the second consecutive month.。Since the beginning of this year, Xiaopeng's monthly deliveries have maintained steady growth for seven consecutive months.。In August, Xiaopeng G6 delivered 7,068 units, up 80% from the previous month, with cumulative deliveries exceeding 11,000 units.。The company said, in the early preparation and supply, production and delivery side of the rapid response, G6 production capacity climbing effect is remarkable, open delivery only 45 days to reach the delivery milestone of 10,000 units.。At present, Xiaopeng Automobile is further improving G6 production capacity and accelerating the delivery of orders in hand.。

Recently, Xiaopeng can be regarded as "full of spring breeze."。In July, "hand in hand" Volkswagen, in August and Didi reached a strategic cooperation agreement, but also acquired Didi's smart electric vehicle project-related assets and R & D capabilities.。After reaching the cooperation, Xiaopeng's next development is also full of expectation.。On the one hand, Xiaopeng and Volkswagen will jointly develop two Volkswagen brand B-class electric vehicles for the Chinese market.。On the other hand, Xiaopeng will release A-class intelligent electric vehicles with a new brand (project code "MONA") on top of the cooperation with Didi.。What sparks will be collided by the "strong alliance" to lift the appetite of the outside world。

Unlike the other two "Wei Xiaoli," Wei Lai's August delivery data unexpectedly fell month-on-month.。NIO delivered 19,329 new cars in August, up 81.0%, down 5.5%。From January to August 2023, NIO delivered 94,352 new cars.。Weilai has delivered a total of 383,908 new cars.。

Weilai just touched the threshold of 20,000 in July and slipped down again in August。Perhaps influenced by the July and August delivery data, NIO's delivery guidance forecast for the third quarter is very conservative.。In its Q2 results released at the end of August, NIO's delivery guidance for the third quarter was 5.5-5.70,000 vehicles, i.e. monthly delivery of 1.83-1.90,000 vehicles。July-August performance has exceeded the average forecast level, so it seems that the September data floor is much lower.。

Weilai also launched a limited-time discount in August, from August 1 to August 31, the purchase of cars to give away electricity exchange experience coupons; from June 1, the price of a variety of home filling piles to be adjusted, the price reduction range of 2,000 yuan to 2,700 yuan; and the introduction of 15% down payment for the purchase of cars in August from the installment and 0 down payment of the purchase of financial division.。But in the increasingly fierce competition, the attractiveness of this limited-time offer is not strong, and the effect of boosting sales has not been shown.。For Weilai, there is still a need to find a way to reverse the decline。

               

After a new round of price war, some people are happy and some are sad.

           

Unlike Weilai's painless offer, Nezha began to cut prices in August.。On August 5, Nezha Automobile officials announced that from now on, a total of five of its Nezha S models to open the "Tanabata put price" activities, of which the 520Lite version of the price reduction of 30,000 yuan, adjusted guidance price of 15.980,000 yuan, 520 version price reduction 2.60,000 yuan to 17.380,000 yuan。However, 2022 715 medium edition, 715 large edition and 650 four-wheel drive large edition are all reduced by 4.90,000 yuan, the adjusted guidance price is 19..980,000 yuan, 22.380,000 yuan, 23.380,000 yuan。At the same time, car owners participating in this promotion will also enjoy a financial discount or replacement subsidy of $8,000.。

And this range of price cuts on sales is very obvious.。Nezha delivered 12,103 units across the board in August, up 21% from the previous two months, stopping the decline in the previous two months.。

In August, Nezha moves frequently。On August 10, Nezha Auto signed a strategic cooperation agreement with Dassault Systèmes, the world's leading provider of digital transformation solutions.。This year, many vehicle and parts factories of Nezha Automobile at home and abroad will deploy the MOM solution DELMIA APRISO based on Dassault Systèmes 3D experience platform.。On August 19, Nezha launched a 3-day free in-depth test drive, covering 19 cities across the country.。On August 29, Nezha also announced that it had completed a Crossover round of financing of RMB 7 billion.。On August 31, Nezha Motor signed a memorandum of cooperation with the Hong Kong Science and Technology Park.。

Another month-on-month increase in delivery data is Geely's high-end smart electric vehicle brand pole krypton.。Deliveries of polar krypton in August were 12,303 units, up about 72% year-on-year and 2% month-on-month, a new all-time high.。Pole krypton became the only pure electric brand with the same and double growth for 7 consecutive months, with a cumulative delivery of over 140,000.。Among them, the delivery of polar krypton 009 exceeded 10,000 units, setting a record for the fastest delivery of pure electric luxury MPV.。

As of August 31, extreme krypton energy self-built stations have covered nearly 130 cities across the country, totaling 790.。A total of 348 extreme charging stations, 2,000 + extreme charging spaces, car companies self-built ultra-fast charging station ownership first。Achieve every 2.One of the five ultra-fast charging stations is extremely krypton.。The company expects to complete a total of 450 pole charging stations in 2023 and plans to build 450-550 pole charging stations in 2024.。

Like Nezha, Extreme Krypton is also one of the car companies that started the "price reduction mode" in August.。On August 11, Pole Krypton 001 announced a time-limited reduction of 30,000-3.70,000 yuan。From August 11 to December 31, the WE version of polar krypton 001 was reduced by 3.10 thousand yuan, the purchase price is 26.Starting at $90,000, the ME version is reduced by $30,000 and the purchase price is $31..90,000 yuan, YOU version reduced by 3.70,000 yuan, the purchase price is 34.90,000 yuan。

August 25, J, the world's leading consumer insight and market research organization.D.Power|Jundi officially released 2023 China New Energy Vehicle Customer Experience Value Research (NEV-CXVI)。The study released the New Energy Vehicle Customer Experience Value Index (1,000-point scale), which is based on the evaluation of various measures of the three experience stages of car purchase, car use and service by different customer groups.。Polar Krypton topped the list of Chinese brands with 792 points, followed by Deep Blue Motor and NIO。

In the "price reduction" car companies, there are also results are not ideal, such as zero run。On August 1, Zero Run Auto announced that the price of two C11 models was reduced by 10,000 yuan, and the price of three C01 models was reduced by 20,000 yuan.。However, the delivery data for August did not show a significant increase from the previous month.。Zero Run's August delivery data was 14,190, down 1% from the previous month, with the C-series accounting for more than 85%, of which the C11 series delivered more than 10,000 vehicles in a single month.。

In addition, AITO, a co-brand of Cyrus and Huawei, remained sluggish in August, with the series delivering a total of 5,018 new cars in August, still far from the "10,000" mark.。

         

BYD is far ahead, GAC in August appeared "delivery upside down" phenomenon

           

BYD sold 274,386 vehicles in August, of which 274,086 were passenger cars, up 57.5%。BYD's Dynasty and Ocean series sold 262,571 units in August, up 50.9%。In terms of exports, BYD exported 25,023 vehicles in August, up 37.7%。The car brand, a joint venture between BYD and Mercedes-Benz, sold 11,515 vehicles in August.。

On August 9, BYD's 5 million new energy vehicles officially rolled off the production line, becoming the first car company in the world to reach this milestone.。BYD overtook Mercedes-Benz and BMW in the first half of the year to break into the top 10 global sales for the first time。In the first half of this year, the gross profit margin of BYD Auto and related products reached 20.67%, more than Tesla in the first half of 17.Gross margin of 9%。

Let's take a look at Tesla China, which has been compared with BYD.。According to August data from the Federation of Passengers, Tesla sold 84,159 wholesale vehicles in August, more than three times worse than BYD, which ranked first.。But recently, Tesla China official website news, Tesla has announced the launch of the new Model 3 sedan, it is reported that the new Tesla Model 3 will usher in a major upgrade, appearance, interior and configuration will be a new look, I do not know whether Tesla can reverse the situation with this new model。

"National team," SAIC sales of new energy vehicles in August 9.20,000 vehicles, which have been rising for eight consecutive months, with new energy vehicle sales ranking second among Chinese automakers.。

GAC Aean, August sales of 45,029 vehicles, up 67% year-on-year, terminal delivery broke 50,000, reaching 52,057 vehicles, the phenomenon of "delivery upside down"。January-August cumulative sales of 299,390 vehicles, an increase of 97%。

On August 8, GAC officially launched the latest research and development results of AI big model technology - GAC AI big model platform, the platform is the first big model platform technology in the automotive industry, will be carried in the near future on the high-end intelligent coupe Haobo GT debut.。

According to the introduction, GAC AI big model platform aggregates a variety of AI big models, and deeply integrates with the underlying capabilities of GAC intelligent network, not only can call the ability of general-purpose big models, but also can build special models based on the application scenarios of smart cars, to achieve the transition of the whole scene intelligent experience.。

           

A number of car companies to speed up the pace of sea

           

In August, a number of Chinese car companies to speed up the overseas layout。

In terms of new car-building forces, Nezha Automobile announced on August 10 that the company made its debut at the 2023 Indonesia International Motor Show (GIIAS) with its products Nezha S, Nezha U-I and Nezha V.。On the day of officially entering the Indonesian market, Indonesian Minister of Economic Affairs Coordination Airlangga Hartarto (Airlangga Hartarto) and his party visited the Nezha car booth, not only to understand the Nezha car globalization strategy, but also "zero distance" to experience the overseas best-selling models of Nezha cars.。During the show, Nezha began accepting sales reservations and will begin selling its products in Indonesia in the fourth quarter of 2023.。Before entering the Indonesian market, Nezha Automobile had already shone in Thailand, Malaysia, Myanmar, Brunei and other ASEAN countries.。

In terms of Xiaopeng cars, the company will make its debut at the Munich Motor Show on September 4-10.。At the auto show, Xiaopeng G9 and P7i (international version) will also be exhibited in the center of Munich for the first time, accelerating the expansion of the international market。

The "national team" is the main force for car companies to deploy overseas。

According to the official introduction of polar krypton, on August 2, the first European version of polar krypton 001 officially rolled off the production line of Ningbo Hangzhou Bay polar krypton wisdom factory。On August 25, the first European version of the polar krypton 001 officially shipped to Europe, from pre-sale to official shipment less than 50 days。It is reported that the European version of the car machine software version of krypton 001 is redeveloped according to the European market, and the vehicle has European OTA capability.。At the same time, the car supports 9 European languages, map navigation in 32 European countries, and third-party apps are compatible with mainstream European applications such as Youtube, starting at €59,490 (contract 46.90,000 yuan)。

Prior to this, on June 28, polar krypton 001 and polar atmosphere x had been pre-sold in Sweden and the Netherlands.。In the fourth quarter of this year, polar krypton will be delivered in the two countries mentioned above.。

At present, polar krypton has set up a global design center in Gothenburg, Sweden, which has more than 400 members from 30 different countries and regions.。In the near future, polar krypton will enter the markets of core Western European countries such as Norway, Germany, Denmark and France, and will enter eight countries by 2025.。

In addition to Europe, polar krypton has set its sights on Central Asia。On August 7, polar krypton reached cooperation with Kazakhstan ORBIS AUTO and formally signed an agreement。Under the agreement, ORBIS AUTO will launch polar krypton 001 and polar krypton X for the local market, with the company planning to open pre-sales and subsequent delivery in the fourth quarter of this year.。Chen Yu, Vice President of Pole Krypton Intelligent Technology, expressed full confidence in this cooperation: "We are very pleased to have successfully reached an agreement with ORBIS AUTO, which is a milestone for Pole Krypton to expand its territory in Central Asia in its global strategy.。Kazakhstan as the "Belt and Road" initiative, the local government is committed to promoting sustainable development and new energy transformation, its new energy vehicle penetration rate continues to improve and break through, is the key market for the overseas layout of the high-end luxury brand as a pure electric krypton.。"

GAC, August 21, 100 AION Y Plus in Guangzhou Nansha Port ready to go, GAC Aean first export vehicles shipped with the ship to Thailand Linchaban Port。This is also the first time GAC Aean has shipped a complete vehicle to an overseas market.。The first AION Y Plus model to go to sea is the overseas version of the right rudder tailored for the Thai market and has been certified by the Thai Land Transport (DLT)。

As early as June, GAC Aean signed a memorandum of cooperation with the first dealer in Thailand, and the official announced that it would enter the Thai market.。In July, the delegation of Thailand's Eastern Economic Corridor (EEC) paid a return visit to GAC Ean, where the two sides held in-depth discussions on localized production and investment matters.。EEC Secretary-General Chula Sukmanop (Chula Sukmanop) said after experiencing the Ean model, the advanced technology and luxury quality of the Ean model will be a dimensionality reduction blow to competing models in the Thai market。GAC Aean will set up its Southeast Asia headquarters in Thailand this year, and localized production is also under active preparation.。

On August 25, GAC Aean and seven dealers from Thailand, Myanmar, Vietnam and Singapore held a signing ceremony in Bangkok, Thailand。At the scene, AION Y Plus made its official debut at Tai。Officials say this is an important part of the company's ASEAN strategy, and in the future GAC Aean will continue to radiate Southeast Asia and surrounding areas with Thailand at its core.。

Promoting car exports is only a "simple model," and there is an "advanced model" for car companies to go to sea.。On August 29, CSSC Jiangnan Shipbuilding officially launched the first ocean-going car carrier (ro-ro ship) "tailor-made" for SAIC.。The new carrier, which will be operational next year, is planned to be "resident" on European routes and the upcoming Australia-New Zealand route.。From 2024 to 2026, a total of 12 new ocean-going ships of 7600, 7800 and 9000 class will be "listed" in the SAIC Anji Logistics ocean-going fleet.。

SAIC's Anji Logistics is the world's largest automotive logistics company, with a distribution network covering nearly 600 cities in China and more than 100 countries overseas, with annual shipments of tens of millions of vehicles.。At present, SAIC Anji Logistics has established the largest self-operated fleet of automobile enterprises in China, with 30 automobile ships of various types, including 11 river ships, 11 domestic trade ships and 8 special foreign trade ships; it has opened 7 international routes in Southeast Asia, Mexico, South America and Europe.。

The main reason for SAIC's large-scale "buying ships and going to sea" is that its overseas business continues to "soar."。From January to July this year, SAIC sold 630,000 vehicles in overseas markets, maintaining rapid growth and continuing to lead the industry.。In Europe, SAIC MG accumulated 13 sales in the first seven months.50,000 vehicles, up 148% year-on-year, ranking among the best in new car sales in developed countries such as the UK, Germany, France, Italy, Spain and Sweden.。In Australia, SAIC MG accumulated 3 sales in first seven months.50,000 vehicles, ranking top 10 in auto brand sales。

                 

Some car companies will be new in September.

          

Looking ahead to September, there are still plenty of new models from car companies poised to launch。

On August 26, AITO asked the world's new M7 big five at the Chengdu auto show officially unveiled and opened a small order, pre-sale price of 25.From $80,000, orders had exceeded 5,000 as of August 31.。According to the official, ask the world new M7 big five overall upgrade investment of more than 500 million yuan, in a number of places to achieve a comprehensive upgrade, the car will be officially released on September 12 and start delivery。

In September, Zero Run's first global new car will be unveiled at the Munich Motor Show in Germany.。NIO will launch a new version of the mid-size coupe SUV-EC6, which will be delivered in September。

On September 1, Pole Krypton unveiled its luxury hunting supercar ZEEKR O01 FR on its Technology Evolution Day. The car opened reservations on September 1 and delivered 99 units per month to high. Delivery is expected to start in October。

In addition, during the Chengdu Auto Show held from August 25 to September 3, Ideal announced its home technology flagship, Ideal MEGA, which will be officially released in December 2023, will enter the store in January 2024, and will be delivered in February.。

From the words of Liu Jie, Vice President of Ideal Automotive Commerce, it can be understood that the ideal MEGA pricing will be more than 500,000 yuan。He said: "Ideal MEGA will become the number one product with more than 500,000 sales, regardless of energy form or body form, breaking the traditional perception that high-end pure electric vehicles cannot become explosive products! Truly exceed user needs and create the most outstanding products and services.。Ideal also said: "The launch of Ideal MEGA will help Ideal Cars achieve its goal of being the first luxury car brand in the Chinese market by 2024.。"