Nissan Motor(US:NSANY) Xi Niu Cai Jing·2025-12-04 02:44Core Insights - Nissan's Ariya has experienced disappointing sales in the competitive Chinese electric vehicle market, with only 1 unit sold in September 2025 and a maximum monthly sales of 988 units in October 2023 [2] - Despite being an early entrant in the electric vehicle sector with the Leaf, Nissan has struggled to replicate this success with the Ariya, which has seen persistently low sales since its launch in 2022 [2] Pricing Strategy - The pricing strategy for the Ariya, set between 270,000 to 340,000 RMB, has been a significant factor in its poor sales performance, placing it in a highly competitive segment against established brands like Tesla and emerging Chinese manufacturers [3] - Nissan's brand value does not sufficiently support the high price point in the electric vehicle market, leading to consumer reluctance to purchase [3] - Attempts to lower prices later on have resulted in negative perceptions among early buyers and potential customers, creating a cycle of distrust regarding the brand's value retention [3] Product Performance - The Ariya lacks key selling points such as advanced technology and smart features, which are crucial for attracting Chinese consumers [4] - While it maintains Nissan's traditional strengths in comfort and build quality, its performance metrics, such as a CLTC range of approximately 600 kilometers and acceleration times of 5-7 seconds, do not stand out against competitors [4] - The vehicle's software and user interface fall short compared to systems from competitors like Huawei and Xiaopeng, diminishing its appeal [4] - Issues with winter range reduction and reliability have further tarnished the Ariya's reputation, contradicting earlier claims of its battery's performance in extreme conditions [4] Market Adaptation - In contrast, the Nissan N7, launched at a starting price of 119,900 RMB, has achieved monthly sales of around 6,000 units since April 2023, indicating that Nissan may have learned from the Ariya's challenges and is adapting to the Chinese electric vehicle market [5]