Introduction | Innovation is the first productive forces
on the number of insurance show that in September total sales of 41,738 units of electric vehicles, accounting for 2.4 percent of the total sales volume of passenger cars. Electric car sales in the overall market, down 19.4 percentage.
car poly Jun think, because there are basically three:
▎ First, during September and October, the traditional fuel vehicles more aggressive discounting, promotions, and more abundant. The price of leeway electric vehicles already small, plus the cost Tuibu swells, resulting in electric vehicles lose the price advantage.
▎ Second, people in September to buy a car, for a considerable part of the National Day Golden Week traveling by car. The electric car is not naturally good at long distances, and therefore are excluded from the list.
▎ Third, with the arrival of the winter capital, many travel platform very difficult, or even have closed down, directly reduce the bulk purchase of electric vehicles.
In this “quasi-shuffle” of the situation, how each of the major manufacturers of electric vehicles specific performance? With the view of table talk.
a car prices Rank: rapid rise in the impact BAIC Tesla
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sales of the top 15 brands, the highest Beiqi new energy, in September sold 6,620 electric vehicles, but there has been a marked decline, the gap is being narrowed second Mingtesila. Minimum sales of Volkswagen brand, sold 638, which is in addition to Tesla outside the only foreign brands to enter the Top 15.
the whole market is the long tail phenomenon can be roughly divided into two camps.
There are four first camp: Beiqi new energy, Tesla, BYD, Baojun, 4,000 vehicles are club members. The second camp are: Chi Chuan, Geely, to Wei, CheryEuler, Xiaopeng, Weimaraner, majestic, have exceeded the monthly sales of 1,000 units.
If the front nine months of average sales ratio, most car prices in September were down there.
BYD electric car sales in September, only 5,628 units, less than half the average monthly sales of 12,264 vehicles. Geely also fell from 4388 the average amount of the 2193, Chery cars fell to 1,949 vehicles from 3,431, Euler from 3186 fell to 1,753 vehicles from 2,619 vehicles Roewe fell to 1,172 vehicles from 2,995 vehicles Changan fell to 1,046 vehicles.
In short, most of its own brand of electric car sales in September compared to usual there was “cut” type decline. Reasons, such as the beginning said.
However, we still see a small number of electric car companies still achieved better sales than usual.
such as Tesla, which in the first nine average monthly sales 3,597 units in September month we sold 5,936 cars. First, because Model 3 start gradually on the amount, and second, Elon Musk customary to implement a variety of “end of season promotion law”, which every quarter home sales are the highest. The third is, from the beginning of September, Tesla owners do not need to pay purchase tax, and it saved several million. Ma Ying-jeou should thank our good policy.
Trumpchi also results 2335, higher than the average monthly sales. Aion S fame, in addition to product strength, but also dip net about car light – the beginning of the tremendous sales 2B, 2C will bring confidence to the market, the formation of inflated reputation. In addition to its campaign of a high standard, the management public release of rhetoric: we have to do first!
to Wei Xiaopeng, us three new forces, have higher monthly sales than usual. Among them, Wei to 1975 results to exceed Chery, Great Wall, SAIC, Chang’an and other old car prices electric car sales, indicating that the new forces are not really so unbearable. toLess, they bring new inspiration to the industry on the Internet thinking, service innovation, channel innovation.
Second, the model ranking: Model 3 double into textbooks
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a quick look at the top 20 best-selling electric car, you will find such a law:
▎ is still the best-selling high-tech feel. The Model 3, Xiaopeng G3, Wei to ES6. They are not necessarily more expensive, but certainly there is a distinct advantage, allowing users to pay for and ignore their shortcomings and weaknesses brand.
▎ cost is still popular. Po Chun E100 ranked No. 3, yuan EV row 5, EQ1 ranked No. 7, Euler ranked No. 8, BYD e2 ranked 12th …… industry has been one view: the electric car is only suitable for small cars. Its purchase cost and the cost is lower, it can stimulate the user just need to overcome the subsidies back slope of adverse effects. Especially the 234 line market, these small / mini electric car is actually selling the previous “low-speed electric vehicles,” an upgraded version.
▎ high-light type car will be sold. For example Aion S, BYD e2, Qin Pro and so on. Automotive electronics increasingly closer to consumers, consumers showed a characteristic of grass is always greener. If a car can enter the “red network” list, its sales will grow spontaneously.
A is the geometric volume of 465 of September, the 21 row failed to enter the Top 20 list. In fact, its product strength is quite strong, probably because there is no formation of “fame” event marketing. It’s true, repairer is a long-distance running, still waters run deep and perhaps a strategy.
we have to pay attention to Tesla, it’s super factory in Shanghai only a 10 months to build, has created a miracle in the world history of the automobile. and, Which in the third quarter of the third-quarter earnings, GAAP net income was $ 143 million, gross margin was 22.8 percentage.
This makes a lot of people envy, you know Porsche’s gross profit percentage was about 16. And, before we talk about the new forces are not profitable, always willing Natesila as a shield: it was founded 17 years only two quarters of profit, so we lose how many billions is normal.
Voice hardly ever, popping up her face.
Tesla in Q3 quarterly report says, the future free cash flow will be substantially positive, the business has grown to be a financial self-sufficiency. Moreover, Model 3 trial production in Shanghai has begun to advance, Model Y will also be launched in early summer 2020, next year will be a small amount of Semi-output electric trucks.
quarterly mentioned an interesting point: thanks to the experience obtained in the Shanghai plant, Tesla Model Y for mass production significantly ahead of plan, and unit production cost than the current US Model 3 50 low percentage. China really blessed all the new forces ah.
Weimaraner founder Shen Hui circle of friends with emotion: Tesla’s development has proved that this market is verified, the only thing we have to do is execute relentlessly.
car poly Summary
When we are talking about the electric car market, in fact, there are two camps. A traditional view is: foreign camp. That is, in Tesla representative of the “three-body man,” and all Chinese car guard – the traditional state-owned enterprises, private enterprises mainstream, repairer new forces, they constitute the “earth.”
Another view is that: the old and new camp. That is represented by Tesla “International repairer new forces” led by its Chinese disciples of “domestic repairer new forces”, collaborated to form different from the traditional thinking repairer of “new forces united front.” A bit like the ETO organization before the arrival of the three-body people, as security forces or after arrival.
they are against the whole tradition camp, such as the Great Wall, Geely, SAIC, BYD, Volkswagen, Toyota, General Motors, Porsche.
no right or wrong, win in the end must be wisdom, courage and love of people.