After July, Nezha and Zero Run continued to lead the top two positions in the new power delivery list in August.
In fact, since the beginning of this year, Nezha and Zero Run have been firmly at the forefront of the delivery list, and the year-on-year growth rate has continued to suppress Wei Xiaoli.
So, is the new faction going to change?
In terms of August deliveries, Zero Run hit a new high for the fourth consecutive month, with a year-on-year increase of more than 180% year-on-year to 12,500 units, and 77,000 vehicles have been delivered this year.
As for Nezha’s monthly deliveries, it increased by 142% year-on-year to 16,000 vehicles, with a total of 93,000 vehicles delivered this year, of which Nezha founder Daniel Zhang previously said that if it goes well, the delivery volume in 2022 will exceed 200,000 vehicles.
In contrast, Wei Xiaoli, after the monthly delivery volume ranked 10,000 vehicles, the three have bid farewell to the three-digit monthly increase, of which the ideal is because it is in the product handover period, and the delivery volume in August has declined year-on-year.
After Wei Xiaoli entered a stable period, the results of Nezha and Zero Run at this stage were particularly outstanding.
Nezha Auto founder Daniel Zhang (left)
However, for the delivery volume exceeds Wei Xiaoli, Daniel Zhang still has the right understanding.
He said, “I don’t think that this year, Nezha has surpassed Weilai in sales, surpassing whom, how good it is, and there is no point in short-term surpassing, and Nezha’s user base is more popular.” According to this logic, only sales to Weilai, the ideal of 2 to 3 times is as good. ”
In fact, if Wei Xiaoli is classified as the first echelon of the new forces, and Nezha and Zero Run are viewed according to the second echelon, the former is actually already competing more for internal strength.
Among them, Weilai is brewing the launch of the second and third brands on the one hand, and will soon launch the third-generation replacement power station, and will vigorously enter the European market, and next year, Weilai’s “886” three models will also be replaced.
The ideal continues to consolidate the market positioning of family cars, dares to use L8 to revolutionize the life of ONE, and seeks new breakthroughs with an unbreakable attitude.
On the contrary, Xiaopeng has launched a new electronic and electrical architecture and S4 ultra-fast charging technology in adhering to the brand positioning led by science and technology, further aligning with Tesla.
In view of this, the sales performance is important to Wei Xiaoli, but its importance is already different from that of Nezha and Zero Run.
In addition, now Weilai and Ideal both want to fight for market share downwards, of which the explosive characteristics of Weilai ET5 and Ideal L8 have been revealed, so the temporary sales of these two are flat, and will soon restart with the delivery of new cars.
Previously, some media asked Daniel Zhang, “Wei Xiaoli has begun to differentiate in strategic layout after experiencing from 0 to 1, what do you think are the similarities and differences between Nezha’s model and theirs?” ”
Daniel Zhang pointed out, “No matter what the model, we must first focus on the user and do a good job in the product and service.” The first thing we provide is the product, not the function of intelligent driving, not the power exchange service, nor the system, what we provide is the product, which is the first step. ”
Obviously Daniel Zhang is very clear, Nezha is still in the stage of 0 to 1, and it is still necessary to provide brand development potential through products.
Because of this, both Nezha and Zero Run hope to achieve brand upward with the help of new models, but it will take time to wait and see whether the market will accept it in the end.
If the amount is the first threshold for survival, then Nezha and Zero Run are facing the second threshold of crossing the class.
How to cross, is a problem.