As of March 26, the “King of Weibo” Li Xiang has not posted on Weibo for 24 days.
At the same time, the "Three Melons and Two Dates List" that Ideal Auto always posted on Tuesday was no longer posted. Someone soon pointed out that Li Xiang was "strange" on Weibo in November 2023: the weekly sales rankings were not posted yet. , the delivery volume must have collapsed.
Of course, the weekly sales list was still posted on Tuesday, just a little later than usual, but this time it was really not posted.
Of course, there are many such "boomerangs". For example, Li Xiang said before that he would not make "nondescript" MPVs, but now he has launched mega; he said that lithium iron phosphate batteries would not be used in extended-range vehicles, but now they will The launched L6 comes standard with a lithium iron phosphate battery.
Of course, there is also the most popular theory of "light countering darkness". Previously, Li Xiang said that "the darker we are, the higher our sales will be"...
The reason why there are so many "boomerangs" is first of all because the ideals are in the new forces. Sales continue to be surpassed by and .
Wenjie is working hard, and "Huawei phobia" is in effect.
In the latest list of new forces in the week, Wenjie sold 7,300 units, ranking first, while Ideal only sold 0.6,700 units. This is not the first time this question has been asked. The world has surpassed the world. The key is that the current Wenjie m9 is still "exploding in production capacity". There are still some problems with the supply of chips in March. The production capacity will increase significantly in April and beyond. After all, we already have 60,000 yuan in hand. Wenjie It’s not a big problem for m9 to sell more than 10,000 yuan a month, but it will definitely put a lot of pressure on ’s ideal l9.
At the same time, the follow-up Wenjie m5 will also receive a facelift. The Wenjie m8 will also be launched next year. It can be said that it will compete head-on with the ideal L series. They are all extended-range large-space SUVs, and in terms of brand, intelligence, and organization, Huawei It is not inferior to Ideal at all, so it can be said that Ideal’s judgment is very accurate, and the real threat to itself is Huawei.
mega failed in its first battle, and the road to pure electric power is not easy.
There are many reasons for the failure of mega in its first battle, but judging from the fact that the sales ratio of Wenjie m9 extended range and pure electric vehicles is close to ten to one, for a car with more than 400,000 yuan, purely electric Electricity is indeed a question mark. The Xiaopeng x9 is 200,000 cheaper than the mega, but the combined sales volume of the mega is less than the sales of the Denza D9. More than 90% of the sales of the d9 come from the hybrid dm-i model.
In fact, among the companies that currently only make pure electric vehicles, basically only and Tesla are profitable, and the Y and 3 mainly sold by Tesla are also in the price range of 200,000-300,000.
’s ideal answer for the mega and next m series is: low wind resistance shape + 5c supercharged .
At present, both of these points are questionable. The low wind resistance shape is indeed very sci-fi, but customer acceptance is not necessarily high. It is very dangerous to rashly challenge the traditional aesthetics. The eq series of Mercedes-Benz has failed.
From the current point of view, the next few pure electric vehicles of Ideal will also be similar to the "small mega" shape. It is certain that its space performance will be very good and the wind resistance will be very low, but the shape may not be acceptable to most people.
On the other hand, Ideal’s solution for energy replenishment is 5c overcharging. Currently, Ideal has more than 200 overcharging stations and will invest 6 billion yuan in the next few years to build 5,000 overcharging stations.
is of course very good from a planning point of view, but it is still difficult for ideal pure electric users to experience 5c overcharging frequently. In addition, in order to overcharge the 5c, the ideal mega is only equipped with a 102-degree battery. For the ultimate overcharging, the volume energy density and mass energy density are sacrificed. The next door extremely krypton 009 is smaller in size than the mega, but can be installed With 116-degree and 140-degree batteries, there is still a question mark as to whether consumers must charge their cars so fast. Most of the time, a charging speed of about 3c is enough, which means it takes about 15-20 minutes to charge from 10% to 80%. 5c however reduces this process by about 5 minutes.
l6, Ideal Family’s hope
Ideal mega and the next m pure electric series are question marks, but the l6, which will be launched in April, undoubtedly has the potential to be a hit.
According to the news that has been exposed, the ideal l6 will be equipped with a 35.8-degree lithium iron phosphate battery. Compared with the 41-degree ternary battery on the l7 and l8, the cost is obviously much lower.
At the same time, from the perspective of body size, the length, width and height of the L6 are 4925/1960/1735mm respectively, and the wheelbase is 2920mm. In fact, it is almost the same as the L7. The L7 is 5050/1995/1750mm, the wheelbase is 3005mm, and the length of the car is different. 12.5 cm, with an 8 cm difference in wheelbase. It is still a "big car", but the price is expected to be much lower, possibly starting at 240,000, which is very consistent with the "small skin but big filling" and "spend a small amount of money to buy a big car" "The psychology of buying a car, Li Auto's expectation for the L6 is to sell more than 20,000 yuan per month, which is actually very likely to be achieved.
There is an old saying in China that "the first bird is shot with a gun." Li Auto and Li Xiang himself were "too rough when the wind was favorable" and lost too much popularity among passers-by. When they encountered some setbacks, various "boomerangs" Just came over, it is also a very normal phenomenon.
From the current point of view, the future of Ideal's pure electric series may not be bright, but the L6 is expected to be a big seller. Although 800,000 units a year cannot be sold, 500,000 units are still no problem. Ideal still has the capital to continue to waste money, but Apparently Li Xiang himself has to keep a low profile on Weibo.
