After a wave of intensive product launches before the holiday, as well as the stimulation of factors such as limited-time discounts and replacement subsidies, many new forces have ushered in a surge in orders during the National Day holiday. According to the official data of Hongmeng Zhixing, from October 1st to 7th, the cumulative number of all brand models exceeded 28,600. Among them, on October 1, Hongmeng Zhixing's single-day order volume was 5,200 vehicles, and the order volume fluctuated in the middle days, but they all remained at the level of more than 3,200 vehicles, and on the last day of the sprint on October 7, Hongmeng Zhixing's entire series of Dading reached 6,000 vehicles.
In terms of models, during the National Day holiday, the Zhijie R7 large-scale quantity exceeded 9,600 vehicles, the Wenjie M9 large-scale quantity exceeded 7,800 vehicles, and the Wenjie M7 large-scale quantity exceeded 9,000 vehicles. Among them, the Zhijie R7 is a new car launched before the National Day. In addition, according to the above data, the total number of the three models of Wenjie M5, Xiangjie S9 and Zhijie S7 during the holiday is about 2,200 units, which is not an optimistic data. In particular, Xiangjie S9, this model and Wenjie M9 are known as the "Double 9 Flagship Products" of Hongmeng Zhixing, but it has not yet shown the momentum of explosive products after 2 months on the market.
According to third-party data, Hongmeng Zhixing's old rival Ideal, the number of new Dading during the National Day holiday also exceeded 20,000. Compared with Hongmeng Zhixing, Ideal has no new models in the near future, and the core still relies on L6, L7, L8 and L9 models. This also shows that the ideal L series models still have the ability to harvest stable sales after passing the traffic period of new cars on the market, which is also a capability that many car companies lack in new cars.
And Leap, which is known as the "half-price ideal", also ushered in a burst of orders again during the National Day holiday. Zhu Jiangming, the founder of Leapmotor, announced on the evening of October 7 that from October 1 to October 7, the total number of Leapmotor vehicles reached 17,397. Among them, the number of locked orders reached 3,576 on October 7, breaking the historical record of a single day. According to third-party sources, Leap C16 added more than 1,000 new units on the last day of the holiday; During the entire National Day holiday, the proportion of C16 orders surpassed that of the pure electric microcar Leap T03. It can be seen that with the launch of more C series and more models, the sales structure of Leapmotor is continuing to be optimized.
Thanks to the launch and delivery of the MONA M03, Xpeng added more than 16,000 new orders from October 1 to October 7. According to Xpeng's official data, the MONA M03 exceeded 10,000 units delivered in September. In addition to MONA M03, Xpeng is another main model called G6, which is the main force for order growth during the National Day.
According to Lei Jun, chairman of Xiaomi, it was previously revealed that the new weekly lock orders of Xiaomi SU7 are more than 4,000 vehicles, and the delivery cycle has been scheduled after February 2025. During the National Day holiday, the number of Xiaomi SU7 weekly locks rose again, exceeding 6,000 units. Lei Jun said that in October, Xiaomi will sprint to the goal of producing and selling 20,000 vehicles.
In terms of new brands of traditional car companies, many brands have also achieved good results during the National Day holiday from October 1 to 7. Specifically, the total number of dark blue models is 14,465, of which the S07 equipped with super range extension and Huawei intelligent driving is the main sales force. ZEEKR and DENZA also added Dading during the National Day holiday, and both broke 10,000. The two companies launched new models ZEEKR 7X and Denza Z9GT respectively before the National Day holiday, and both models have achieved good results.
Jihu also continued to make efforts in the second half of the year, with new orders reaching 5,252 vehicles during the National Day. Among them, 2,172 new orders were placed for the Alpha T5 and 1,873 for the Alpha S5. In addition, the all-new Zhiji LS6 locked more than 1,000 orders in a single day on October 6; On the last day of October 7, the single-day lock exceeded 1,600 vehicles.
Among the many car companies that have posted orders, there is also a joint venture brand - SAIC-GM Buick. Before the National Day, the Buick Envision Plus was listed at a price starting at 169,900 yuan. During the National Day, Envision Plus directly received orders for more than 7,000 vehicles. This shows that there are still a considerable number of consumers who are willing to pay for joint venture fuel vehicles. In addition, third-party data shows that during the National Day, Mercedes-Benz added about 20,000 new orders, BMW about 18,000, and Lexus between 6,000 and 7,000.
Entering the fourth quarter, car companies will enter the impulse stage at the end of the year, and the hot National Day Golden Week is just the beginning. From the perspective of target completion, from January to September this year, the cumulative sales of Li Auto were 341812, completing 61% of the annual target of 560,000 sales; The cumulative sales volume of Leapmotor was 172861 units, which was 69% of the annual sales target of 250,000 units; NIO's cumulative sales volume was 149281 units, achieving 65% of the annual sales target of 230,000 units; Xpeng's cumulative sales were 98,561 units, 35% of the annual target of 280,000 units; Nezha's cumulative sales volume was 91,028 units, completing 30% of the annual sales target of 300,000 units; Xiaomi is unable to estimate as it does not publish detailed monthly figures. However, when Xiaomi Auto announced its sales in September, it said that the delivery target for October was 20,000 units, and it is expected to complete the annual delivery target of 100,000 units in November ahead of schedule.
In terms of new brands of traditional car companies, from January to September, Aion's cumulative sales were 283894 units, completing 41% of the annual sales target of 700,000 units; The cumulative sales volume of Deep Blue was 143419 units, with an annual sales of 51%; The cumulative sales volume of ZEEKR was 142873 units, 62% of the annual sales target of 230,000 units; VOYAH's cumulative sales volume was 52,548 units, achieving 53% of the annual sales target of 100,000 units; The cumulative sales volume of AVATR was 40,904 units, completing 45% of the annual sales target of 90,000 units; Zhiji's cumulative sales were 39,917 units, 33% of the annual sales target of 120,000 units.
Obviously, with the exception of a few brands, most car brands have not achieved their goals to a high degree. Entering the final juncture of the impact, the competition between car companies will be more intense, and the wave of new cars before the holiday is the best example. This is also a comprehensive year-end comprehensive test of these new brands' product strength, production capacity and channels.