Aian As a sub-brand of GAC Group , it was originally just the name of a car series, but later GAC chose to independently operate it into a new brand, specifically responsible for the new energy sector.
Compared with the new domestic car-making forces, Aion "debuted" a little later, but with GAC Group's deep car-making technology and experience, Aion quickly went to . Today's market sales have surpassed many new power brands such as NIO , Ideal, Xiaopeng and other new power brands. Although they have taken the lead in sales, Aion's development path is still facing a relatively embarrassing situation.
First of all, from the product . Currently, Aion has 5 products including AION S, AION Y PLUS, AION S PLUS, AION V PLUS, and AION LX PLUS, with prices covering the range of 140,000 to 470,000 yuan. As Aion's first model, the AION S is also Aion's highest-selling product at present. Another "selling capacity" is AION Y. The cumulative sales of the two products can account for more than 80% of Aion's total sales in a single month.
Because the two main products sold are priced at around 150,000 yuan, this has also made Aion's brand image always positioned as a "low-end". In addition, Aion has a large number of vehicles sold to B-end markets such as online car-hailing. According to relevant data, the proportion of AION S in B-end markets such as operation and leasing in 2021 will be as high as 60%-70%. Obviously, "middle-end online car-hailing" has become a tag that Aian cannot get rid of.
In fact, Aian's current dilemma is the same as Nezha and Zero Run. Although Nezha and Zero Run are now rising in the market, no matter how good the sales are, no matter how much sales are, no matter how much sales are, it still cannot change the stereotype of "low-end and cheap" in consumers' minds ; if you want to transform into high-end and seek breakthroughs, you cannot succeed overnight.
In fact, among the domestic new energy vehicle brands, there are many car companies that want to impact the high-end market. Although the transformation to high-end cannot be achieved overnight, fortunately, in the newly launched electrification and intelligence track, the original fuel vehicle era is no longer applicable, and there is no support from brand effect and halo. It can be said that all car companies are standing on the same starting line. It is precisely because of this that opportunities and challenges are the same for every car company.
The same is true for Aion. It is not impossible to transform into high-end. , but the primary goal is to tear off the Aion brand's "cheap online car-hailing" tag . After all, in the current domestic market, if you have something to do with "online car-hailing", it is equivalent to not having a chance to get high-end.
In addition to tearing off the tags and rebuilding the brand image, Aion will also release a higher-end pure electric platform, and can also better break through the low-end positioning. AEP3.0, a new generation of high-end pure electric exclusive platform, will be named "Hyper Tec", which can realize superchargeable, upgradeable, and fast switchable technologies; in the future, electric products based on the AEP3.0 platform will be equipped with fast charging and fast battery swap technology and GAC 900V high-voltage architecture, which can achieve ultra-fast charging at a charging power of up to 480kW.
The Hyper SSR pure electric supercar released by Aion was the first model of this platform. As the first model of the new high-end product series Hyper, the Hyper SSR will be equipped with a dual-motor four-drive system, with an acceleration time of only 1.9 seconds from 000, with outstanding performance and will be mass-produced and delivered in October 2023.
However, the price of the new car is between 1.286 million and 1.686 million yuan, and the price exceeds hundreds of thousands and goes directly to the million-level. It can be seen that Aion is very urgent for the transformation of high-end; in addition to the pure electric supercar of Hyper SSR, In the future, Hyper will also launch a series of products such as coupes, SUVs, MPVs and new species.
Perhaps many people will think that Aian has a large span in high-end transformation and is too radical, and even gives people the feeling that "propaganda is greater than substance".In fact, this is not the case. The reason why Aian pushed the progress so fast is because of his own value and his confidence.
At present, Aian has successfully completed its Series A financing, with a total financing amount of 18.294 billion yuan, and its post-investment valuation has reached 103.239 billion yuan. Whether it is the amount of the first round of financing or the post-investment valuation, Aian sets a new record in China's new energy vehicle industry. On the other hand, the new car-making force represented by "Wei Xiaoli" in China has fallen sharply, while the stock price of Tesla , which has always been strong, has also risen and fall, but Aian has been in a steady state of winning. It is no exaggeration to say that under the "capital winter", Aian's operation has won.
As for what Aion relies on to attract the capital market?
- First of all, Aion has a strong "backer" like GAC Group, and can share GAC Group's strong R&D strength and strong supply chain system. These are capabilities that new car-making forces do not have;
- Secondly, Aion boldly innovated last year and launched the mixed-owner reform work to create the "upper and down" holding model, establishing a more market-oriented corporate governance structure and a more market-competitive shareholder structure, which is also the point that the capital market values the most;
- , and now Aion's market sales have been rising steadily, achieving leapfrog growth from 2020 to the present, and has stood firm in the first echelon of domestic new energy vehicles.
includes from the perspective of development, the development of new domestic auto companies is not smooth. Most new car-making forces lack the genes and technology accumulation of car-making. Under the increasingly fierce survival competition, if you are not careful or the industry trend is not good, it may lead to huge fluctuations in the brand's sales, stock prices, etc. It is precisely because of the great uncertainty. In contrast, Aian, with a state-owned background, has a brighter prospect and a more stable development.
Now Aion has completed the stock reform, sprinted to IPO, established a new high-end new energy brand, and brought the first pure electric supercar HyperSSR,... All of this is conveying to the outside world that "Aion is ready for high-end transformation". As for whether it can break through the siege in the high-end track? How competitive is it? All conclusions must be tested by the market.
