Wei Xiaoli's sales in October were announced. The highest is NIO 10059 vehicles, surpassing Ideal 10052 vehicles, and Xiaopeng has the lowest 5101 vehicles. Xiaopeng didn't even announce sales on App and Weibo , and it seems that he is not satisfied.
first talk about NIO, and community comments are generally disappointed. After all, the popular ET5 has begun to be delivered, but sales have not increased. NIO has not announced the sales volume of the specific model, and it may be that the delivery of ET5 is not enough. The official attributes the reason to that matter. I hope that the subsequent increase in production capacity and can be reflected in sales.
But my personal opinion is that if NIO wants ET5/ET7 to achieve a big explosion, it is best to launch the "Youth Edition". For example, remove lidar , less Orin X, less camera, and single motor. I don’t think it will lower NIO’s high-end image.
ideal delivery is quite strange, with very small volume in the first three weeks and a blowout in the last week. But ideal is the positive reason, and adjusting the production line in advance is to prepare for ideal L8. Li Xiang said, "the monthly income of over 10 billion will be achieved in 2022." Based on the average price of 400,000, Li Xiang handed over about 25,000 cars in a single month. Even if the revenue plus other revenues are added, 20,000 cars will have to be delivered in a single month, and there are two opportunities to play licenses. If it can be realized, it will definitely be the highlight of domestic new energy.
Finally, Xiaopeng. Unfortunately, I just fell behind. This kind of falling behind is not only the current sales volume, but also the future expectations. I went to the store to experience Xiaopeng G9. I felt a little sorry for its name when I sat on it. 9. It should be big and luxurious, but the G9 is even small. Is G9 the highest-end car of Xiaopeng? Or will the higher-end ones be called G10 and G11 in the future?
will not comment on G9 in detail for the time being, but in short, it feels like it cannot be a hit product after touching it statically. The last chance for Xiaopeng to play cards is next year's , Xiaopeng P7, , I really hope that the four 2+ two kings will not be used as an "airplane".
