Reporter Fang Chao Xingjing Shanghai Report
"One word, follow!", 13:21 on February 19, SAIC -GM Wuling brand businessZhou Yan, deputy general manager of the ministry, posted the above information on his personal social media. A picture released by Zhou Yan showed that "the Glory of Wuling Starlight 150km Glory Price is 99,800 yuan."
The reporter of "China Business Daily" noticed that behind SAIC-GMP quickly released the price reduction information of star models, On the morning of the morning, the "first shot" of the new energy vehicle price war in the year of the Dragon of the Dragon, announced that the two models of the Qin Plus and the destroyer 05 were listed on the market.
A new round of price war in the auto market can be described as "hot and hot".According to incomplete statistics from reporters, after BYD official announced the price reduction, SAIC-GMP, Changan Qiyuan, , Beijing Hyundai and Buick Auto companies followed up to announce the price reduction information of related models., Officially opened the car market price battle in 2024.
"No price reduction promotion may not be able to win the favor and recognition of consumers, because the purchase habits of Chinese consumers are buying up and not buying."Tell reporters how to make profits at the same time when car companies realize the scale, "it is an imminent problem."
"Electric vehicle price competition is a full market competition in the new technology field, the gospel of consumers, and a competitive weapon for Chinese electric vehicles to the world." Cui Dongshu, secretary general of the Federation of FederationRecently, it said, "In the high -speed growth of the next few years, 2024 is the key year for new energy vehicle companies to stand in a foothold, and the competition is destined to be very fierce."
Open it open"Electricity is lower than oil" curtainAt 9 am on February 19th, BYD shouted the slogan "Low Electric Permanent Oil" on the official Weibo and launched QinPlus/destroyer 05 Honor version, of which, the Qin Plus Honor version of the DM-I version 5 models, the official guidance price is 79,800 yuan-125,800 yuan. The price means that the BYD mixed model enters the 70,000 yuan range for the first time.
After BYDs price reduction, SAIC -GM Wuling also quickly "received". On February 19, it announced that its Wuling Starlight 150km advanced version of the sedan price dropped to 9.98 to 9.9810,000 yuan, and the model was originally priced at 105,800 yuan, that is, a one -time price was 6,000 yuan.
Not only BYD and SAIC -GM, but also on February 19th, Changan Qiyuan announced that the price of its A05 of the Qiyuan A05 dropped to 78,900 yuan, and the model of this model, and the modelThe official guidance price starts from 89,900 yuan.Not only that, Nezha Motors also announced on February 19 that a number of main models were reduced. For example, the entire price of Nezha X was reduced by 22,000 yuan.
"We also take the initiative to roll." On February 19, Nezha Motors Zhang Yong also revealed to the outside world at the same time that the "four old models of the four old models of Nezha Motors continued to increase sales volumeThe two new cars are about to start promotion and publicity. "
It is quite interesting that after the announcement of new energy brands such as Nezha and BYD, many fuel car brands have quickly followed up and pushed the industrys price war to white thermalization.state.
On February 19, the Internet reported that the official price reduction of Beijings modern Iron model was officially reduced.Starting from 10,000 yuan, that is, the price reduction exceeds 20,000 yuan. However, it is reported that the relevant person in charge of Beijing Hyundai responded to the outside world that the above -mentioned models were reduced by unofficial activities.
And Buick Automobile also announced on February 19th that it will launch a price reduction or replacement subsidy to some of its models in a limited time. Among themKewei PLUS provides a discount of 35,000 yuan, 55,000 yuan, and 65,000 yuan in bicycle discounts for replacement subsidies.
The reporter noticed that after February 19, many car companies still announced the price reduction information, such as on February 20, the emperor L-HIP Longteng version of Geely AutomobileIt is reported that two models were launched, with a price of 89,800 yuan and 99,800 yuan, of which the price of the new car was reduced by 20,000 yuan.
"On February 19th, BYD Qin Plus Honor Edition and the destroyer 05 Honor Edition were officially launched at 79,800 yuan. On the same day, Wuling Starlight, Nezha, Changan Qiyuan A05 A05Wait for the price to reduce the price, ranging from RMB 55,000 to 22,000, "Federal Reserve Store Research Report said," It is expected that other car companies may follow up. "
decisive battleA -class car market
"The raw material raw material of power batteries has greatly reduced prices, giving the electric electric vehicle price reduction space." Zhang Hong told reporters.And Cui Dongshu also recently believed that "electric vehicle battery costs account for about 40%of the entire vehicle cost. The price of lithium lithium carbonate in the first two years has risen to nearly 600,000 yuan/ton.The decline created space. "
Not only that, Zhang Hong also believes that the product lines of various car companies are increasingly richer. Many car companies have developed 3-5 electric models at different levels within a year.And pushing to the market, "The decline in cost and the increase in models has formed a fierce competition pattern, prompting various car companies to reduce prices."Sohu Auto data also shows that in 2023, domestic listing in China, domestic listingThere are 742 new cars, which are further increased compared to 2022.Among the 742 new models, there were 655 models/replacement products, accounting for 88.27%, and 87 new models, accounting for 11.73%.
Zhang Hong told reporters further that in January this year, only BYD and Tesla took the lead in reducing prices.Price reduction ranks. "
In addition to factors such as the decline in the price of power battery raw materials, the increase in models, and fierce competition, the model information that has recently announced the price reduction of official announcements can be found that many car companies can produce it.Behind the price war, the real intention is to compete for the A -class car market.In the industrys opinion, whether it is the Qin Plus Honor version of the Qin Plus Honor version of DM-I, Changan Qiyuan A05, or enter the 100,000 yuan price rangeWuling Starlight 150km advanced version plug -in car, and many car companies have recently set off the price of the price war models below 100,000 yuan.The brand is popular with consumers.
Not only that, the market space of the A -class car reached millions of units, which is one of the largest market segments in the automotive industry.Although it dropped to 4.75 million units, the proportion of the entire cars market share still reached 46%.
In the aspect of car purchase costs and use costs, the industry forecast will form a strong alternative effect on traditional joint venture A fuel models.Zhang Hong said: "The relationship between fuel vehicles and electric vehicles is no longer a coexisting competitive relationship, but is evolving towards the long competitive relationship, that is, selling one more electric car will sell one less.Fuel cars. "
Industry shuffling or acceleration" The price reduction in early 2023, some car companiesIt is because the sales plan for 2022 has not been completed, and some car companies have received subsidy support from the local administrative department. "Zhang Hong believes that in the first quarter of 2024, some car companies will not complete the sales plan for 2023, so there will beThe motivation to digest inventory pressure as soon as possible.
The reporter had previously sorted out the sales target of car companies to find that in 2023, only the three car companies of the ideal car, BYD and Lantu car completed the annual sales goals, including new forces of car manufacturingThe sales rate of more new energy vehicle companies, the completion rate of the sales target of new energy vehicle companies is only about 70 %, and even some car companies have less than 50 %.
Cui Dongshu said recently that the national passenger car market price war will still be fierce in 2024. It believes that the fundamental reason for the recent price war in the passenger car market isThe alternative process of energy vehicles to fuel vehicles, in the process of establishing a new market order, the competition for new and old manufacturers is fierce. It is expected that this process will last for several years until the new pattern is formed.
"As the penetration rate of new energy vehicles has increased rapidly, the scale of the traditional fuel vehicle market has gradually narrowed, and the large traditional production capacity and gradually shrinking fuel vehicle market contradiction brings a fierce price war war.. The scale determines the cost and the state of survival of the enterprise. Most manufacturers prefer the prefabricated share, which will inevitably form further intensify price competition. "Cui Dongshu said so.
It is worth noting that behind many new energy vehicle companies have reduced prices to increase sales, the difficulty of profitable profit has attracted much attention from the outside world, and even caused the industry to question.
"Everyone cant just stare at the penetration rate. If the development of new energy vehicles is to lose money, most car companies development is not sustainable, and it is not a good phenomenon.High -value and good experience must be market. "Yang Xueliang, senior vice president of Geely Holding Group, publicly stated publicly.
"This year is the first year of Chinese car brands to enter the blood -sea competition, that is, the first year of the knockout." Xiaopeng Automobile Chairman and CEO He Xiaopeng recently said.The CEO of Geely Automobile Group also stated in the start -up letter to all employees that in 2024, it will be a "most volume" year."Everything is time to see the true chapter ."
Zhang Yongwei, deputy director and secretary general of the Chinese Electric Vehicle Hundred People Association, once bluntly stated that from the perspective of the competitive environment, the automotive industry, especially the new, is especially new.In the energy vehicle industry, "the development environment of 2024 and 2025 shows more internal rolling features, and it is not easy."After a breath, it can only run faster and faster in the new energy vehicle industry. It does not provide you with the opportunity to stop, slow down, and breathe. This is the competitive environment of our industry.Hurry up, depending on who can resist pressure than who can resist. "Zhang Yongwei added.
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