On the first day of October, AION couldn't wait to announce its sales in September. Behind the impatient situation are achievements worth showing off to the entire industry.
data shows that it completed sales of 30,016 new cars in September, and this year it completed a total of 182,321 units, an increase of up to 132% year-on-year, becoming one of the few phenomenal players in the new energy track. The weight of
AION has quietly stepped onto the main stage of history.
It is worth mentioning that Trumpchi's average monthly sales in the traditional fuel vehicle track are only around 30,000 units. In September this year, AION sales exceeded 30,000. In a broad sense, it is the critical point for GAC Group's independent brand new energy to surpass fuel vehicles.
01 Why did AION succeed?
It is not an exaggeration to describe AION as success. AION is one of the few new energy vehicle brands that can achieve self-profit, and it achieves rational development of new energy vehicle brands that can achieve capital-based and rational development.
completed 30,000 monthly sales with a single EV power system and a relatively simple product layout, which means that AION still has a lot of room for development. After filling in the segmented market models in the later stage and enriching power performance, there will still be room for incremental sales performance in the future.
For AION, there are many things that can be done in the future.
In addition, AION is rooted in the passenger car market within 200,000. This year, the consumption of the new energy market is awakened, and the expected share will reach the 5 million magnitude, and the market share of passenger cars within 200,000 will exceed 80%.
This means that after the awakening of consumption, the first thing that expands and fissions is the new energy market within 200,000.
New forces are rooted in the consumer market above 200,000 yuan, which means that most new forces that are partners with capital will find it difficult to have a sales outbreak period, while AION is obviously different. The two 150,000-level models, Y Plus and S Plus, face the working class. When ensuring battery life, quality, space and comfort, they will naturally become C-stop models.
This is a kind of compatibility between China's mainstream consumption concept and mainstream product strength. The AION brand that has entered the sales pool will usher in a boom next year.
02 Being friends with users
Build electric cars was unfamiliar to GAC at first.
is the same as other large automobile groups. GAC also has excellent profits. GAC Fengtian and GAC bentian provide GAC Group with extremely considerable profits every year.
GAC can be said to be a very good investment group. From GAC Gio to GAC sanling and GAC Fick , GAC has been looking for ways to share business risks. After the era of electrification came, the path of electrification, which was completely parallel to fuel vehicles, has become another path for GAC Group's investment and development.
This is an active attack and a passive defense.
The huge sales of fuel vehicles put huge pressure on them to win sales rights. In order to win the right to sell, the road to electrification must be fast. At the same time, the rapid development of new energy vehicle can also find new hope in the future market development. The positioning of
AION is actually the same as Guangben, Guangfeng and Trumpchi, and are both typical working-class consumer goods. The average price of
bicycles is within 200,000, in order to meet basic consumer needs. This is the case in the era of fuel vehicles, and the era of electric vehicles has not changed.
In fact, most electric vehicle companies will not be friends with working class. The reason is the high production costs and sales costs. If the mainstream sales model of the brand is less than 200,000, this means that the brand wants to make a profit.
So we see that after the rise of the new energy market, a strange phenomenon was born. New energy vehicle models cost 300,000 yuan, which directly kicked the working class out of their circle of friends. Many new forces choose to race against capital, because only high pricing can guarantee high profits and allow them to survive barely.
But AION is not in a hurry.
On the one hand, GAC Group has formulated a long-term development plan. AION can lose money in order to achieve more consumption needs of fundamentals . New energy is the new energy for all users. It is better to be friends with users than to be friends with capital.
On the other hand, new forces are busy telling stories to capital, ignoring the real big market within 200,000. Even in the medium and long term, it is difficult for new forces to get rid of the fact that they cannot make profits, so AION has enough time to operate in the market within 200,000.
can afford to lose money and have a long-term vision, so AION's operation is relatively solid, and the product design and product expression are strong enough.
For example, the S Plus, which is crazyly increasing in volume, is a pure electric vehicle for household use of 150,000-200,000 yuan. The body size of the 4-meter-8 class brings spacious rear seating, trunk storage space, 510km pure electric range and mainstream smart technology.
is within the range of large-sized electric vehicles within 200,000 yuan, and S Plus is a difficult choice to avoid.
For example, the 150,000-level Y model not only provides excellent space design expression, but also can dispel the consumption anxiety of many users who "can't buy a car on a low budget".
03 There are many stories about AION
. For AION, the key to its rapid development is not just a simple low price. There are many stories about AION. In the past two years, AION has not told me well, but good products can speak.
A good electric car should first be a good car.
has lifted the threshold for building new energy vehicles, which does not mean that the threshold for a good car has been lowered. Even if a large number of new forces have a "birth certificate", it is still difficult to compete with large automobile groups in terms of product quality, process, cost and design.
, especially for companies like GAC Group that are good at absorbing the concept of Japanese car manufacturing, GAC Fengtian and GAC bentian have the most basic production talents, providing AION with production guarantee in the basic sense.
So let’s look at it, as a car, the failure rate of AION is very low, which greatly reduces the number of complaints and increases the reputation for daily use. The savings of electric vehicles should not be limited to "charging savings", but should also bring a deep experience with low maintenance costs.
At the same time, the three-electric technology reserves are strong.
AION's understanding of strength does not broadly reach the industry level, but narrowly starts from the pricing perspective, and makes products with the strongest and most stable technology at the same level.
For example, in terms of battery stability, after replacing the magazine battery, the reliability of S Plus and Y Plus has been greatly enhanced, and few spontaneous combustion occurs, ensuring travel safety. The ADiGO smart cockpit not only has an excellent intelligent experience, but also an autonomous driving assistance system can bring a safer travel experience.
The premise of these product power is that the price of AION is lower than that of new forces, and it truly starts from user consumption.
For AION, a monthly sales of 30,000 yuan is indeed not a very difficult thing to do. Be friends with users, start research and development of core technology, do not operate for a long time at the same time as capital, and accurately position within 200,000 yuan, making it a huge beneficiary after the market boom period arrives.
It is worth mentioning that the passenger car market subsidies will decline after 2023, which means that the purchase cost of new energy will continue to increase. New energy will enter the Colosseum where fuel vehicles are fighting naked. The brand that can compete for the best will definitely be a brand that is friends with users.
