Last week, a weekly sales list exploded in the automotive industry. Leap Race C11 topped the mid-sized pure electric SUV list with a score of more than 1,000 vehicles per week, and Ledao L60, which was on the list for the first time, went directly to the fourth place. This result instantly caused thousands of doubts to emerge in the comment section: "Are the new forces really going to swallow the cake of traditional car companies?"
Among the top seven of this list, new forces occupy four seats. Traditional car companies such as Tang New Energy have transformed products that rely on 1,179 vehicles to squeeze into the top camp, but luxury brands such as BMW iX3 are only at the waist. When consumers vote with real money, the market is disrupting everyone's expectations.
The Zero-Road C11, which has firmly ranked among the top three in the weekly sales, has lowered the price threshold for mid-sized pure electric SUVs to the range of 150,000. Compared with the Model Y standard version of the same size, it still costs 249,900 yuan after the price reduction. Zero-Player directly provides a configuration combination of front double wishbone rear five-link suspension, Qualcomm 8295 chip, and a maximum range of 650 kilometers.
Last week, a weekly sales list exploded in the automotive industry. Leap Race C11 topped the mid-sized pure electric SUV list with a score of more than 1,000 vehicles per week, and Ledao L60, which was on the list for the first time, went directly to the fourth place. This result instantly caused thousands of doubts to emerge in the comment section: "Are the new forces really going to swallow the cake of traditional car companies?"
Among the top seven of this list, new forces occupy four seats. Traditional car companies such as Tang New Energy have transformed products that rely on 1,179 vehicles to squeeze into the top camp, but luxury brands such as BMW iX3 are only at the waist. When consumers vote with real money, the market is disrupting everyone's expectations.
The Zero-Road C11, which has firmly ranked among the top three in the weekly sales, has lowered the price threshold for mid-sized pure electric SUVs to the range of 150,000. Compared with the Model Y standard version of the same size, it still costs 249,900 yuan after the price reduction. Zero-Player directly provides a configuration combination of front double wishbone rear five-link suspension, Qualcomm 8295 chip, and a maximum range of 650 kilometers. A car owner posted a screenshot of the order on the forum: "Originally the budget was BMW i3, but now the Zero Race can save money on Shanghai license plates."
An insider of a leading new force revealed that the gross profit margin of Zero-Pony's bicycle has been compressed to below 5%, but through the control of the entire region's self-development and supply chain, the 300,000-level configuration is installed into the 150,000-level body. While traditional car companies are still struggling with the cost of "oil to electricity", new forces have already seized the minds of users with the strategy of losing money to make money.
Ledao L60, who made it to fourth place for the first time, stood the big tree of Huawei behind it. This car is equipped with Huawei ADS 3.0 intelligent driving system, but the starting price is 229,900 yuan, which is nearly 70,000 yuan cheaper than the Wenjie M5 equipped with the same system. Some industry insiders calculated that for every Ledao L60 sold, Huawei will have to supplement the cost of the smart driving system at least 20,000 yuan.
This strategy of play has triggered polarized comments: Supporters believe that this is Huawei's strategic layout of "technology sinking", while opponents question that excessive reliance on capital transfusions will undermine market fairness. It is worth noting that the sales of the M5, which is also part of the Huawei series, sold 291 units this week, less than one-third of the L60. When the technology halo encounters a price war, consumers seem to be more willing to pay for the price-performance ratio.
Among the top seven lists, Tang New Energy is the only traditional car company product to break through the siege. This car is known as the "most expensive BYD SUV", but it covers different user groups with hybrid + pure electric dual routes. Data from sales feedback from 4S stores shows that more than 60% of car buyers are converted from fuel vehicles such as Highlander and Guandao.
But the crisis has emerged. The director of a self-owned brand research institute pointed out that Tang New Energy's CLTC has a maximum range of 730 kilometers, 80 kilometers more than the Leap Race C11, but the price is nearly 100,000 yuan higher. When new forces start counterattacking the range, the battery technology advantages that traditional car companies are proud of are being quickly diluted.
In the waist camp, the Alpha T5 of the Fox scored 743 units and sold only 9 units. Both cars are produced on the same platform, but the Alpha T5 cut off the lidar and replaced it with lithium iron phosphate batteries, reducing the starting price to 150,000.
At the end of the list, the weekly sales of joint venture models such as Toyota bZ5 and GAC Honda P7 are less than 60 vehicles. These products with traditional major manufacturers have common problems such as CLTC battery life of less than 500 kilometers, lag in the car system, and low charging efficiency. A Japanese brand dealer admitted: "Eight out of ten customers who came to see the car finally bought LeBron."
What’s even more embarrassing is Hongqi Tiangong 06, an independent high-end model that is highly anticipated, the official has not yet announced the specific sales data. Information obtained from third-party monitoring agencies shows that its delivery volume may be less than 50 vehicles per week. When the "domestic high-end" label meets a price of 300,000+, the market's response is particularly cold.
The Sea Lion 07 EV, which reached 14th place for the first time, hid BYD's ambitions. This car uses CTB battery body integrated technology to press the wind resistance coefficient to 0.219Cd, but the starting price is controlled at 189,800. Some industry insiders noticed that its pricing strategy is highly overlapping with Song PLUS EV, and it is suspected that it is implementing the "same-school strangle" tactic.
The mid-size pure electric SUV market has been reshuffled faster than everyone expected. When the Leapmotor C11 redefines the "high-end configuration" with a price of 150,000 yuan, when the Ledao L60 enters the 200,000 yuan range with Huawei technology, when Tang New Energy is forced to fight with its own brothers in close combat, there is no place for bystanders in this battlefield.
Who should be most nervous at this moment? Perhaps it is those brands that are still using "oil to electricity" to deal with the market, or the upstarts who are guarding the lidar and refuse to lower prices. After all, in the face of sales numbers, all business stories have to give in.
