BBA can't bear it? The price has taken a big dive! I can really afford it!

Livestock Corps 2024

2024-06-20 16:04Posted in Guangdong financial field creators

Domestic production is getting more and more expensive, and I can't afford to ask for M9 and U8, but if the joint venture BBA is so reduced, I really want to afford it! If you don't work hard, you're going to have a BBA, it's not a joke, it's a reality that's happening. BBA couldn't withstand the brutal price war and started a new round of price cuts. The captain will show you a picture first:

As can be seen from this chart, the decline in BBA's main sales models is basically more than 20%. Among them, the worst fall is Mercedes-Benz's EQB model, the official guide price is 352,000, but the retail price of dealers has fallen to 176,000, a drop of up to 50%, which is equivalent to a five-fold discount. 170,000 Mercedes-Benz, we are really witnessing history. The retail price of Mercedes-Benz's EQE SUV also fell by 180,000 yuan between the guide price, the BMW i3 and ix3 electric vehicles fell by more than 100,000 yuan, and the i5 also dropped by 60,000 yuan. Previously, there were second-hand car dealers in Shenzhen, and the BMW i3 was directly sold to the lowest price in history of 180,000.

It can be seen that BMW Mercedes-Benz's electric cars are very difficult to sell, and the price has fallen very badly. In the past, there were Internet memes that BBA electric vehicles were miscellaneous brands, and many people still didn't believe it, BMW achieved the goal of monthly sales of 8,000 units with i3 and ix3 electric vehicles, and once tied with Weilai. But this is the first electric car owner to pay for BMW's faith. When this group of faith car owners were gradually harvested, the leeks of BMW i3 and ix3 were not enough to be cut, and no new users came in.

Mercedes-Benz EQ series electric vehicles are even worse than BMW, BMW i3, ix3 have had their own highlight moments, Mercedes-Benz EQ series has never been popular, since its birth, it has become an unpopular model. Audi's electric cars are even more bleak, almost unattended, and monthly sales are not worth mentioning. In the past May, only seven Audi e-trons were sold. The Audi Q5 e-tron also sold only 370 units in April. This sales, not to mention making money, even the Audi brand will be smashed.

BBA's electric vehicles can be said to be a comprehensive failure, crushed by domestic new energy. The fuel vehicle market, which can be the pillar of BBA, is also in jeopardy, and exchanging price for volume has become the new normal for BBA. BBA is no longer unattainable, and the lowest price of Mercedes-Benz C-class has dropped to 202,700, a price reduction of 132,100. Mercedes-Benz GLC has also dropped by 127,000, and 300,000 can get an entry-level version.

BMW 3 Series and Audi A4L have fallen below 250,000. Among them, the Audi A4L has fallen to 200,000, and about 220,000 or 230,000 can be picked up. The price of Camry, Passat, and Magotan in the past can now be bought at 34C. BBA's last pride is only 56E. But the market competition faced by 56E is not optimistic, one is that the Xiangjie S9 created by Huawei and BAIC is about to go on the market. This is an executive pure electric flagship sedan that comprehensively benchmarks the 56E, and once it is listed, with Huawei's intelligent driving technology and brand appeal, it will inevitably have a major impact on the traditional market of the 56E.

A question M9 has already reduced the price of the Porsche Macan to 440,000. Before the M9 was not listed, who would have thought that a domestic car with an average price of more than 500,000 yuan could sell 18,000 units in a single month? This is still a case of limited production capacity, because of 80,000 orders, the monthly sales of Wenjie M9 is more than 20,000, which is completely possible.

Can the S9 create the miracle of the M9 again? It will pose a huge challenge to the BBA. Once the Xiangjie S9 succeeds and disenchants the brand halo of BBA, then, 56E can only end up fighting a price war. The hot sales of Ideal L7, L8, L9, Wenjie M7 and M9 have robbed a large number of BBA's traditional customers. Enjoy the world S9, will be pushed to the BBA dominoes, add another force.

On the other hand, with the continuous expansion of the battery swap alliance and the continuous improvement of its service capabilities, NIO has also begun to open up the market, with monthly sales returning to more than 20,000 units. Coupled with the release of the Ledao brand, the first Ledao L60 was launched, which will continue to impact the BBA market. HarmonyOS Zhixing, led by NIO, Li and Huawei, has become the three leading high-end new power brands in China's automobiles, and continues to eat into the market share of 56E.

This is the core market of BBA. 34C is mainly responsible for volume, while BMW 7 Series, Mercedes-Benz S-Class, and Audi A8 occupy the ultra-luxury market and raise the brand premium. But if you want to say that you really have both volume and money, you have to rely on 56E. 56E is the absolute core market that BBA can't afford to lose. But in the transition to electrification, BBA is indeed lagging too far behind.

If you want to drive intelligently, you don't have intelligent driving; To serve, not to serve; To be hybrid, not hybrid; Even the three-electric system cannot be controlled independently, and relies on Chinese suppliers. Why does such a BBA conquer the Chinese market in the new energy era? In the captain's opinion, this round of price reductions has not yet bottomed out. At present, the main BBA electric sector and 34C sector have been sharply reduced, while the core 56E sector is still relatively strong.

In order to truly shake the dominance of BBA and carry out "brand disenchantment" on BBA, it is necessary to pierce the core position of 56E. NIO, Ideal, and Huawei will be the main force of the first array in the decisive battle of 56E. If you want to buy a car, don't worry, wait.

500,000 Wenjie M9, 1 million Yangwang U8 can't afford it, don't buy 34C now, you can really buy 56E after a while!

View original image 87K

• 

• 

• 

• 

• 

• 

Take the network and carefully screen