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五月第一周销量解读
数说新能源·2025-05-08 09:40

Group 1: Li Auto - Li Auto achieved a sales volume of 11,400 units in the first week of May, ranking first in the sales chart, with an increase of 2,800 units compared to the previous week [1] - The L6 model contributed 5,620 units, L7 sold 2,560 units, L8 reached 1,530 units, and L9 had sales of 1,465 units [1] - The company's success is attributed to its efficient delivery service system, which allows for vehicle registration upon delivery, avoiding delays due to the holiday [1] - Despite strong sales performance, Li Auto's market capitalization has decreased by 50% year-on-year, with stock prices dropping from 150 to 100 [1] Group 2: Tesla - Tesla ranked second with a sales volume of 7,290 units, a decrease of 2,990 units from the previous week [2] - The introduction of a new interest-free policy attracted many orders, but delivery progress was hindered by the holiday [2] - With the resumption of normal operations at vehicle registration offices, Tesla's sales are expected to rebound to around 10,000 units in the following week [2] Group 3: AITO - AITO's sales volume in the first week of May was 6,700 units, maintaining the third position, with the M9 model delivering 3,210 units, showing an upward trend [3] - The M8 model delivered 1,340 units, while the M7 saw a decline with 720 units, and the M5 remained stable at 1,410 units [3] - AITO has over 50,000 pre-orders for the M9 and M8, with production and delivery rates aligning closely [3] - The monthly delivery target for M9 is set at 14,000 to 15,000 units, while M8 aims for 20,000 units [3] Group 4: Denza - Denza's sales in the first week of May reached 2,880 units, placing it fourth [4] - The D9 model sold 1,890 units, with a total of 9,045 units delivered in April, performing strongly in the MPV market [4] - The N9 model maintained a monthly sales threshold of 4,000 units, while the Z9 and N7 models underperformed, with combined sales of only 1,000 units in April [4] Group 5: Zhijie - Zhijie's sales in the first week of May were 1,100 units, just 100 units short of the critical threshold of 1,000 units [5] - Concerns are raised about the M7 model's lack of significant updates, which could impact overall sales performance [5]