What are the major events in the new energy vehicle market this week? Xiaopeng latest sales: a total of 9026 new cars were delivered in March, an increase of 29% over the same period last year.
On April 1, Xiaopeng announced its latest delivery results.
In March 2024, Xiaopeng delivered a total of 9026 new cars, an increase of 99% month-on-month and 29% year-on-year.
In terms of subdivision, Xiaopeng X9 delivered 3946 units, with a total delivery of nearly 8, 000 units in March, continuing to lead the pure electric MPV and pure electric three-row seater market.
From January to March 2024, Xiaopeng delivered a total of 21821 new cars, an increase of 20% over the same period last year.
Photo Source: Xiaopeng Automobile, Global comments: monthly sales of more than 10,000 is the strength of the former “new car-building power”.
Let’s see how Xiaopeng’s car sales are achieved next month.
BYD sold more than 300000 vehicles in March, and overseas sales reached a record high.
on April 1, according to the latest production and sales data released by BYD, it sold a total of 302459 new energy vehicles in March, an increase of 46.
06% over the same period last year and a month-on-month increase of 147.
29% from an ultra-low base in February.
Against this background, BYD took only four months to achieve the offline of the seventh million new energy vehicles.
As of march 25, most of the models owned by BYD had completed the switch to the glory version, according to gus statistics, so BYD occupied seven of the top 10 passenger car sales in the third week of march.
Compared with the dismal results in January and February, March sales finally returned to 300000 clubs, finally achieving the first sales peak in 2024.
Gaishi comments: in the new energy vehicle market, the price reduction method has been tried and tested all the time.
Nowadays, BYD is one of the few new energy car companies that can afford a “price war”, and this strength advantage is self-evident.
Q1 delivery suffered a Waterloo, Tesla fell off the altar? On April 2nd, Tesla announced the worldwide sales of 386810 vehicles in the first quarter, which can be said to surprise many people.
Analysts all said that they thought it would be bad, but they did not expect it to be so bad.
Dan Ives, an analyst at Wade Bush Securities, who has been bullish on Tesla for a long time, even bluntly said that “this is a complete disaster.
” In fact, a few days before Tesla announced the sales volume, industry analysts had predicted that Tesla’s delivery volume would be depressed in the first quarter.
At the time, according to the average forecast of 18 analysts surveyed by Visible Alpha, Wall Street expected Tesla to deliver 454200 vehicles in the first quarter, down more than 5 per cent from the previous quarter, but still expected to be up from 422875 in the same period last year.
Photo: Tesla, however, Tesla’s final delivery result was far lower than even the most pessimistic analyst expected, not only down more than 20% month-on-month, but also 8.
5% year-on-year.
Tesla’s last quarterly sales decline was in the second quarter of 2020, when the COVID-19 epidemic forced Tesla to stop production.
Tesla blamed three reasons for the decline: a factory in Fremont, California, which is upgrading its production line for a refurbished version of Model 3, a brief shutdown caused by arson near the plant in Berlin, and the Red Sea conflict that disrupted Tesla’s parts supply and car transportation.
World comments: shuttling back and forth between price increases and price reductions, we can see Tesla’s hesitation in raising the gross profit margin of bicycles and promoting market demand.
This is not a long-term solution.
Tesla urgently needs to find a balance between the two, but it is by no means easy.
Ideal new adjustment: the launch of Matrix Organization 2.
0 to integrate products and commerce.
On the afternoon of April 3, Galaxy was informed that ideal Automobile issued a full announcement announcing the launch of Matrix Organization 2.
0 upgrade and restructuring of several departments at the same time.
It is reported that the CEO office department of ideal Automobile has officially changed its name to “Product and Strategy Group”, which focuses more on products and strategies and weakens the supply chain and commercial sales functions.
Among them, the Ministry of Commerce in charge of Liu Jie has changed its name to “Product Line” and will be responsible for the full life cycle operation of ideal models in the future, and the PDT team of Fan Haoyu’s original product department has also been moved into this department.
Under Zou Liangjun, Senior Vice President of sales and Service, ideal Motor officially set up a new GTM (Go to Market) team, which is responsible for the landing of the new product listing plan and is responsible for the market results.
Some relevant media learned from insiders close to the change: “this adjustment does have something to do with MEGA.
” Before the internal review, the company did not think clearly in terms of user value and operating efficiency, and the implementation of decisions was not in place.
So keep the organization flexible through upgrades.
” In addition, the announcement also said that the ideal interior should continue to learn from Huawei about organizational capacity building, focus on user value, and improve decision-making quality and operational efficiency.
At the same time, through organizational upgrading, reduce non-value-creating processes, reduce the number of meetings, improve employee productivity, and increase employee returns.
Photo Source: ideal car, Global comments: review, reflection, and then adjustment, this seems to have become the only way for new car-building companies to grow up, including Xiaopeng, Weilai, Nezha, and so on.
Only through continuous innovation can we continue to make efforts in the right attitude.
The delivery volume in March exceeded 30,000 vehicles, and the cumulative delivery volume in the first quarter exceeded 85000 vehicles.
After a brief decline in February, the delivery volume of AITO in March reached 31727 vehicles, an increase of 50% compared with the previous month.
So far in the first quarter of this year, the total delivery volume of Hongmeng Zhihang’s AITO new cars has reached 85842, slightly higher than the ideal car’s 80400.
Photo: Hongmeng Zhihang, specifically, the new M7 delivered 24598 new cars in March, up 33% from 18479 in February.
Since it officially launched in September 2023 and started delivery at the same time, the cumulative delivery volume of the new M7 has exceeded 120000.
The M9 delivered 6243 new cars in March.
The car went on sale at the end of 2023 and officially launched national-scale delivery on February 26.
According to the official data released earlier, the order of the M9 has exceeded 60000 as of late March.
This means that under the condition that production capacity is guaranteed, the next delivery volume of the M9 will continue to increase, thus promoting the overall delivery of the boundary to increase synchronously.
Global comments: as a new energy vehicle brand that is regarded as a “strong competitor” by the ideal, the sales volume of the new energy vehicle brand has repeatedly risen, which makes the ideal “stable day” a little more uneasy.
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