In September, with the entry of Ledao L60, Polar Krypton 7X, Wisdom R7 and Avita 07 one after another, the so-called “four Little Dragons” began the encirclement and suppression of Tesla Model Y.
In the eyes of most onlookers the star contestant who has long dominated the monthly sales of single-car models in China is facing the cruelest battle since he entered China and the days of lying comfortably and making money are completely over.
However using September sales as an argument does not seem to be very convincing.
Tesla Model Y sold 48202 cars crazily and even reached a new high for the year at one point.
To this end, we have to continue to lament its strong enough recognition, and also pinch a sweat for the encirclement and suppression trip of the “four Little Dragons.
” Of course, in the face of the above results, some people will certainly think: “September sales alone does not mean anything.
After all, Lodao L60, Polar Krypton 7X, Wisdom R7 and Avita 07 have just started delivery and have not yet entered the steady-state delivery stage.
As for whether Tesla Model Y will be pulled down from the altar, or whether he will be severely torn off a piece of meat, it is far from the point where the coffin is settled.
” The implication is that October sales may be more meaningful.
Unexpectedly, just last week, with the official release of everyone’s long-awaited terminal report card, the answer was revealed.
First of all, I can’t help but ask, how do you feel when you see Tesla Model Y still sell 36204 cars? Anyway in my mind I just want to describe it as “horror”.
Although there has been a sharp decline of about 12000 vehicles compared with September, considering that the production capacity of the Shanghai plant of the US new energy car company is more likely to be guaranteed for overseas markets in the first month of each quarter, combined with the increasingly effective “five-year interest-free” car purchase policy can be extended for the fourth time, in addition, it will do everything possible to ensure that it reaches the set target by the end of the year.
As well as rumors that the “refurbished version” has begun trial production and will enter the market in the first quarter of next year.
The obvious opinion is that Tesla Model Y has not ushered in the kind of hard life described at the beginning.
He still has a lot of cards to play and does not feel too worried about its future as much as in the future.
By contrast, the intensity of competition given to it by the “four Little Dragons” at this stage is still very limited.
However, ideally and objectively, if the timeline is lengthened to make the sample size larger, Ledao L60, Polar Krypton 7X, Wisdom R7 and Avita 07 have been fighting together, and it is not impossible to tear a piece of meat from Tesla Model Y.
The following space attempts to summarize and look forward to the present and future of the “four Little Dragons” by combining their respective performances.
Thus focus your attention on Ledao L60.
Thanks to the clever “subtraction” at the configuration level, wearing the aura of brand, energy supplement, service and other dimensions, and adopting the BaaS car-electric separation scheme, the starting price is less than 150000 yuan.
In the “four Little Dragons”, the cumulative order at the beginning of listing is definitely the most explosive existence.
But the problem is production capacity.
In October, the Ledao L60 delivered a total of 4319 new cars at first glance, but combined with the complaints of all kinds of unpicked-up car users, you will find the dilemma it faces.
It is very responsible to say that due to the drag of the manufacturing end some of the intended owners of the Ledao L60 are being robbed and lost rapidly.
There are several real examples around me.
What is even more frightening is that the adoption volume of this product is getting weaker and weaker because the cycle of delivering the product to consumers is too long.
Now, let’s go back to Li Bin’s spoiler about the pace of the Ledao L60 in his previous interview: “our internal expectation is to reach 5000 in October, 10000 in December, at least 16000 in January and 20000 in March next year.
” Obviously it is far from enough and poorly prepared and there is no hoarding in advance.
In the end, it leads to the last thing you want to see: “good products are dragged down by production capacity.
” As for the follow-up, the above-mentioned “pain points” L60 must be resolved, otherwise it is by no means alarmist, and the only way ahead is: “repeat the mistakes made by Wei Lai ET5.
” By contrast the polar krypton 7X which announced its price a day later did not make a similar mistake.
It is no exaggeration to say that it has become the most well-prepared existence on the production side in the “four Little Dragons”.
Because of the boost of hoarding in advance, it was possible to be on the market that is to be delivered, successfully seizing the first wave of consumers.
This past October Polar Krypton 7X delivered 11643 new cars.
According to its official data, the cumulative delivery of 50 days after the release has exceeded 20000.
In the face of such a result, I would like to say: “products do not have obvious shortcomings, pricing must be full of sincerity, lift cars must be efficient and controllable, is the key element for a new energy vehicle to stand out, and none of them are indispensable.
” There is no doubt that polar krypton 7X did it.
But it can not be ignored that looking inside the polar krypton, its increasingly dazzling actually has a great impact on the share of polar krypton 001 and polar krypton 007.
The “cake” is so big that the problem of building cars for this new power focuses on how to solve the problem of left-handed and right-handed bloggers.
In contrast, Wisdom R7 has the aura of Huawei, coupled with its own product positioning, making it the most expensive player among the “four Little Dragons”.
And in the page of PPT in its press conference, you can see what it wants to target.
Tesla Model Y, which has always been Tesla Model X.
By this standard it won with a total of 4730 new cars delivered in October.
After all, the latter, which owns the “gull wing gate”, can’t sell so much in China in a year.
But anyone with a discerning eye knows that choosing the former is the long-cherished wish of R7 in the intellectual world.
Judging from the currently known information, its sales undoubtedly make the whole Hongmeng Zhixing feel gratified.
In just two days from November 9 to November 10, Beijing time, Dading exceeded 1500 vehicles.
In addition to sweeping away the haze that the S7 is not as good as expected, it also proves the preference of Chinese consumers for SUV models.
In addition just last week in the latest issue of the new car catalogue of the Ministry of Industry and Information Technology the extended range version of the intellectual R7 was impressively listed.
Such an urgent rhythm also proves Huawei’s determination to sell it well.
In the future, with reference to the output of question M9 and question M7, the monthly delivery volume of more than 10,000 may just be the passing line.
As for Avita 2007 5636 new cars were delivered in October.
It must be admitted that when it comes to numbers alone, BilleThe Dow L60 does need to be more fully prepared in terms of production capacity.
However, I thought that it would gain a certain first-mover advantage among the “Four Little Dragons” with “both oil and electricity”.
However, judging from the temporary results, there is still a lot of room for improvement due to various reasons.
For Avita 07, how to open up its popularity to more potential customers, make users who don’t understand it willingly include it on the alternative list, and amplify its own advantages in design, texture, and intelligence.
, constantly testing the marketing capabilities and team efficiency of this new force in building cars.
Next, similar to the situation in the intellectual industry R7, a monthly delivery volume exceeding 10,000 may be its passing line.
Only in this way can the entire Avita truly stand firm in the cruel Red Sea.
, and it is still too early to say that the “Four Little Dragons” campaign against the Tesla Model Y will win, and it is not even worth tearing off a piece of meat.
, , the situation, this is the situation.
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