大家好，我是 长安启源的销售顾问 ，今天说的是 11月09日正式上市的全新A06，看看这款车最近的情况怎么样。 当地 有两 家 长安启源的体验中心，另外一家刚开业没多久。我们也是和特斯拉、理想这些品牌一样，采用的是订单、交付、维保三中心模式。 之前也有叫A06的，但那只是UNV-iDD的换标版，当时销量平平。后来我们听说，会重新设计全新A06。直到上个月新车到店，果然不负众望。 销量如何?卖得最多的是什么配置和颜色？ 上市以后每天的进店量，也从之前的5-6组，直接翻倍上升到了10-12组。其中80%的客户都是来看A06的。截止到我在写这篇的时候，店内差不多订了30 多台，我自己也小定了10台，销量是真的起来了。 纯电版占比能够达到八成左右。这其中，630舒享Ultra和630激光Ultra卖得更好，指导价都是13.99万。 谁在看这个车？买车用户都是什么样的？ 全新A06和之前的老款相比，客户群体差距比较大，覆盖更广。之前是追求颜值的年轻人，现在扩展到了20-40岁之间的用户，工作都比较稳定，比如护 士、老师、基层公务员，还有一部分是个体老板。 我的第一个订单客户，就是在乡镇开火锅店的老板娘。有意思的是，介绍 ...

Core Insights - The automotive industry is witnessing a significant shift, with internal combustion engine (ICE) vehicles showing signs of recovery despite the prevailing dominance of electric vehicles (EVs) [1][9][12] - The sales of ICE vehicles have increased consistently from June to September, indicating a potential turning point in the market dynamics [1][9][11] Group 1: Sales Performance - In June, the retail sales of ICE vehicles reached 973,000 units, a year-on-year increase of 6.2%, ending a previous decline [1] - By July, sales rose to 981,000 units, with a year-on-year growth of 8.4% [1] - In August, sales surpassed one million units, reaching 1,074,000, representing a month-on-month increase of 9.5% and a year-on-year increase of 12.9% [1] - In September, the retail sales of ICE vehicles continued to climb, reaching 945,000 units, higher than previous forecasts [2] Group 2: Market Dynamics - The recovery of ICE vehicle sales is closely linked to improvements in smart technology and competitive pricing strategies [2][6] - The J.D. Power 2023 NVIS study indicates that the importance of smart technology in consumer purchasing decisions has increased, with its influence rising to 14%, just behind vehicle quality and performance [2] - The average promotional discount for traditional ICE vehicles in September was 23.9%, reflecting a 1 percentage point increase from the previous month [6] Group 3: Competitive Strategies - New models like the Volkswagen Sagitar L have introduced advanced hardware and software features, enhancing the smart driving experience and addressing previous shortcomings [5][8] - The introduction of competitive pricing strategies, such as one-price sales, has significantly boosted the sales of models like the Buick Regal and Nissan Sylphy [6][8] Group 4: Future Outlook - Despite the recovery of ICE vehicles, the market for EVs continues to grow, with a retail sales figure of 1,296,000 units in September, marking a year-on-year increase of 15.5% and a penetration rate of 57.8% [9][12] - The upcoming implementation of reduced vehicle purchase taxes in 2026 is expected to stimulate consumer purchases, potentially benefiting ICE vehicles in the long run [11][12] - The ongoing technological advancements and competitive pricing strategies are crucial for ICE vehicles to maintain their market presence amidst the rapid growth of EVs [12]

Core Insights - The launch of the Li Auto i6 has successfully targeted a younger demographic, redefining the value proposition in the five-seat SUV market [1][2][11] - The i6's pricing strategy, with a base price of 23.98 million yuan after discounts, positions it competitively against rivals like Tesla Model Y and Xiaomi YU7 [4][5] Market Response - The i6 has generated significant interest, with sales staff reporting high order volumes and a quick decision-making process from customers [3][4] - The customer base for the i6 includes a notable increase in childless families and single individuals, contrasting with previous models [3][5] Competitive Landscape - The i6's pricing and features, such as air suspension and a refrigerator, provide a strong competitive edge over similar models from Tesla and Xiaomi [4][5] - The electric vehicle market is becoming increasingly competitive, with various brands launching models targeting the same demographic [6][8] Brand Strategy - Li Auto's decision to engage a young celebrity as a brand ambassador reflects its strategy to appeal to a younger audience and shift away from its previous image as a family-oriented brand [1][11] - The company aims to leverage its established brand reputation to penetrate the younger market segment, which has shown a higher acceptance of electric vehicles [9][12]

Market Overview - The current customer traffic in the store is approximately 5 to 6 groups daily, increasing to around 10 groups on weekends, with nearly half of the customers interested in the Wei brand Blue Mountain model [2] - The popularity of the Blue Mountain model has decreased since its launch a year ago, but customer traffic has started to grow again after the manufacturer began promotional activities in mid-month [2] Sales Insights - The best-selling configuration is the four-wheel drive Max version, which accounts for nearly 100% of sales, while the Ultra version is less popular due to its higher price despite similar features [3] - The most popular colors are Canglang Qing and Lijiang Blue, with no waiting time for delivery, while the least popular color is Liuguang Jin, which has not sold at all [3] - The final price for the Max version, after subsidies, is slightly over 250,000 yuan, with no cash discounts currently available [3][5] Financial Offers - A financial quote indicates that the total cost for the Blue Mountain Max version with financing is approximately 100,100 yuan, with a monthly payment of 3,665 yuan [6] - Current offers include a 30,000 yuan trade-in subsidy and complimentary insurance until the end of July, with uncertainty about future policies [5][7] Customer Preferences - Customers typically compare the Blue Mountain with competitors like Li Xiang L8 and Wenjie M7, with increasing mentions of the upcoming Galaxy M9 [8] - A notable customer, referred to as "Wu Ge," demonstrated extensive knowledge about the vehicle and expressed concerns about brand perception and competition, ultimately deciding to purchase the vehicle outright [10] Customer Feedback - Common complaints from customers include dissatisfaction with the vehicle's front design and frequent changes in offered benefits [11] - Employees of China's top 500 companies can receive an additional 3,000 yuan discount when purchasing the vehicle [12]

Summary of Conference Call Industry and Companies Involved - The conference call focused on the automotive industry, specifically discussing two new vehicle models: Geely's Galaxy Star 8 and Great Wall's new model, the Wei brand's High Mountain [1][13]. Key Points and Arguments - **Geely Galaxy Star 8 Pricing and Subsidies**: The effective price after a manufacturer replacement subsidy of 10,000 yuan is between 115,800 and 155,800 yuan. The replacement subsidy is notably easy to obtain, requiring only the vehicle registration document of the owner or a relative, making it effectively a cash discount [2]. - **Product Features of Galaxy Star 8**: The vehicle includes advanced configurations such as the Qianli Haohan high-end intelligent driving system and Flyme Auto system, with various battery options providing different ranges (60 km and 130 km) [3][4]. - **Comparison with BYD Han DMI**: The Galaxy Star 8 is compared with the BYD Han DMI, which has a price range of 168,800 to 225,800 yuan. The Galaxy Star 8 is expected to achieve monthly sales of 7,000 to 10,000 units based on the performance of similar models [6][12]. - **Great Wall's High Mountain Model**: The High Mountain model was launched with prices of 309,800 and 353,800 yuan, which are lower than the pre-sale prices by 20,000 and 26,000 yuan respectively. The model emphasizes spaciousness and safety, featuring a design that allows for comfortable seating in the third row [7][8]. - **Sales Projections for High Mountain**: The previous model had average monthly sales of around 1,000 units. The new model is expected to achieve a combined monthly sales target of 5,000 units for both High Mountain 8 and 9, given the significant improvements in product features and competitive pricing [12]. Other Important Details - **Configuration Enhancements**: The High Mountain model includes upgrades such as a 12.3-inch front display and dual 15.6-inch screens, enhancing the overall user experience [9][10]. - **Market Positioning**: The Galaxy Star 8 and High Mountain models are positioned in different market segments, with the former targeting a more economical segment and the latter focusing on larger, more spacious vehicles [1][7]. - **Competitive Analysis**: The High Mountain model is compared with competitors like the Blue Sky Dreamer, highlighting its competitive pricing and features, which are expected to attract consumers looking for value [11]. - **Overall Market Sentiment**: The conference reflects a positive outlook on the sales potential of both models, driven by their competitive pricing, advanced features, and favorable market conditions [12][13].