It was under pressure in July and August, but recently saw more confidence.
Editor’s note: This article is from “Future Car Daily” (WeChat public ID: auto-time), author: Xiao Cheng Yi.
Author | Cheng Hao
Editor | Li Huanhuan
On November 20, Li Bin, founder, chairman and CEO of Weilai Automobile, said in a speech at the 2019 China Automotive Industry Forum that Intelligent electric vehicles have reached a new turning point, and the spring of electric vehicles is not far away. .
“In September, the total sales volume of domestic electric vehicles was 61,000, which was down, but the drop was in the demand for operating cars. If automakers carefully analyze, it will be found that the sales of private users are actually rising. The same is true for ES6. This is a very interesting trend – although the total is falling, but (market) is healthier.” Li Bin said.
Talking about the subsidy of electric vehicle subsidies, Li Bin believes that subsidies will be very stressful for the sales of new energy vehicles in the short term, but the figures behind them do not need to be so worried.
“We, like everyone, suffered some pressure in July and August this year, but if we see the recent sales figures, we still see more confidence.” Li Bin said frankly, in the past sales, policy-driven, subsidized The promotion effect is very large. After the subsidy has subsided, the market will enter a new era and truly win customers by products and services.
According to Li Bin, as of November 19, the total mileage of the owners of Weilai has exceeded 380 million kilometers, and it can travel to and from the moon many times, and Weilai Automobile has spread all over the country in 296 cities, about 90% of China’s prefecture level. The city can see Weilai’s cars driving on the road. In terms of sales volume, Wei has sold 2,000 units in March for three consecutive months since August (2000 in August, 2,190 in September, and 2,526 in October).
“I said this data is not to say that Weilai cars are doing very well, others are not doing well.” Li Bin said that he hopes that everyone will recognize the changes in the electric vehicle sales market through the recent sales changes of Weilai Automobile – Individual car purchase demand is getting stronger and stronger, more and more good products, more and more rational users.
Li Bin believes that the market will change the electric car in the future, and slowly take a rational view of the advantages and advantages of electric vehicles. “The electric vehicle market will become more and more healthy and more promising.”
The following is the full text of Li Bin’s speech:
Hello everyone! In fact, I have recently come out a little less, mainly selling cars, but I have said that I was the worst person in 2019. I know that everyone has a lot of attention to Wei Lai, and I would like to share with you. New developments in the car.
Everyone has given Weilai Automobile a label of new vehicle power, and finally speaks with numbers. Weilai is also the most heavily-trafficked car in the new car industry. It is also the earliest delivery company.
The moderator just said that my topic is a little bigger. Today I am a little more specific, and I will show you the new progress of Weilai Automobile. We delivered the ES8 last year and delivered the ES6 this year. The average unit price is over 400,000, and the figures are OK. From other figures, our cars are distributed in 296 cities across the country, a figure more than we think. Everyone has always been worried about whether I can buy an electric car, whether it can be opened, and the users of Weilai have proved that our car can be opened with actual actions. To make a metaphor, 296 cities, basically 90% of China’s prefecture-level cities have China’s Wei La Auto.
Look at the numbers a bit and see the numbers around the world. I am a little happy after seeing this number. From October, our ES6 has become the world’s number one in the sales of luxury electric vehicles with more than 50,000 US dollars; we look at the market segments. After all, we don’t have enough models now. If we look at luxury pure electric SUVs, we have already exceeded them. a lot of. I took the world number one in October, and this number gives me a better feeling.
There are some other numbers that are very interesting. As of yesterday, the car owners of Weilai have been exercising more than 380 million kilometers, and they can go back and forth to the moon. This number also shows that our users drive this car, the activity track. Very wide. Let’s take a look at our NIO Pilot. Because Weilai is a smart electric car, our automatic assisted driving is an important function. During the National Day, the total mileage of the owner using NIO Pilot is 1.3 million kilometers. The car’s technology has indeed been able to really help our users, and the driving experience in the car has become more convenient. These figures can sum up the efforts made by Wei Lai.
Everyone is very concerned. What should I do now after the subsidy for electric vehicles subsides? We are like everyone. We suffered some pressure in July and August this year, but if we see some recent figures, we still see more confidence.
After this year’s subsidy retreat, the sales of electric vehicles are indeed relatively high, basically a lot less than the same period last year, especially pure electric cars, the days are not very good. The short-term pressure on subsidies for new energy sales is still very large. But look at the numbers behind, and don’t need to worry so much. Take Weilai Automobile itself, we paid 2,000 units in August, 2019 units in September, 20% more than we expected, and 2526 units in October. The better number is our big number in November.The amount is better than I expected.
What is the final meaning? Weilai Automobile is a pure user for individuals. We sell it to 2C purely. There are only a few cars in the operating vehicle. If we look at the 61,000 electric vehicles in September, the main drop is the number of operations. If every car manufacturer analyzes itself seriously, the amount of 2C and the amount sold to individual users are rising. It is the same as Weilai’s own ES6. It is all rising. This is very interesting. The trend, although the total is falling, but healthier, this is what I want to convey to you.
From my personal point of view, I think that new energy vehicles are already at a new turning point. In the past, it was indeed policy-driven subsidies in sales, and the proportion of promotion was very large. In a new era, it is really time to win users by products and services, and to compete for users from users of gasoline vehicles with better products and services.
Wei Lai’s attempt is still worthy of attention. We are paying more attention today. There are a lot of reports and news that are not in line with our situation. I think there is no way, we have to bear this thing. But even in such a situation, we can still guarantee sales growth, it must be that the user’s mind has also begun to turn to an inflection point, many users are very rational to see the advantages brought by electric vehicles, such as the use of cheap . Now the most user car is about 100,000 kilometers, one kilometer can save a dollar. He used to drive a relatively large displacement SUV. The fuel cost is more expensive. It saves a lot of money and saves 100,000 a year. After years of cultivation, more and more individual users have realized the benefits of electric vehicles. The benefits of smart electric vehicles have almost reached a new turning point.
Now more and more products and new products are put into the market. I have seen that Mercedes-Benz EQC is also invested in the Chinese market. Tesla is also made in China. More and more Chinese brands such as GAC, SAIC, Geely, BYD, etc. Many automakers’ electric vehicles and very good smart electric vehicles have started to enter the market. Everyone is in the education market. From this perspective, I think the spring of electric vehicles is not particularly far away.
What makes sense for electric cars is that the infrastructure has grown tremendously over the past few years. On the App of Weilai Auto, our users can directly scan the code to fill the pile quickly, and can directly charge the 13 brands of fast-filled piles. There is basically no problem in running high speed. There is no such thing as the endurance mileage anxiety. There is mainly the heart of the gasoline car users who are operating the electric car users. It is really good to drive. Weilai’s users have already opened more than 300 million kilometers, and our entire infrastructure is getting better and better.
In addition, I believe that the media environment is getting better and better. In the past year, electric vehicles are the traffic force, not only Wei, but also other electric vehicles, so there is traffic, we have also done media after all. We still understand. After all, 99%The user is using a gasoline car, saying that the electric car is not good, there are many people who like it, this thing will change slowly, and the advantages of the electric car will be slowly and rationally treated.
I said this data is not to say that Weilai cars are doing very well, and others are not doing well. I hope that through the two-month sales change of Weilai Automobile, I realize that the electric vehicle sales market is undergoing great changes. The demand for personal car purchase is getting stronger and stronger, more and more good products are being used, and rational users are getting more and more. many. I believe that with this year’s subsidy retreat as a new starting point, the electric vehicle market will become more and more healthy and more promising. Thank you!
