维持稳态能力
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定量分析理想各车型维持稳态能力以及与部分友商车型比较
理想TOP2· 2025-07-16 14:58
Core Insights - The article analyzes the stability of various electric vehicle models' sales performance over a defined period, highlighting the Ideal L series as having strong stability compared to competitors [1][2]. Group 1: Stability Analysis - The Ideal L series maintains a relatively strong stability capability among competitors, with the L8 being slightly less stable and the MEGA showing significant fluctuations in monthly sales [1]. - By June 2025, the sales stability of the Xiaopeng P7 and M03 over 8 and 10 months, respectively, is significantly better than that of the L689 over the same duration, and comparable to the L7 under a lenient calculation method [1][2]. - The Wanjie M8 has only 3 months of data, making it less meaningful for comparison, while the M9 is noted as the strongest in stability within the Hongmeng system but still weaker than the Ideal L series over the same time frame [1][2]. Group 2: Variability Coefficient (CV) Definition - The stability capability is defined as the coefficient of variation (CV), calculated as the standard deviation divided by the average monthly sales over a specific period; a lower CV indicates stronger stability [2]. - The article emphasizes that due to limited data for many models, the CV should not be the sole measure of stability, and other factors such as outliers and cross-year influences should be considered [2]. Group 3: Statistical Results - Among 30 models analyzed, the Xiaopeng P7+ and MONA M03 have the lowest CVs at 14.11% and 17.35%, respectively, with both models having data spanning across years [3]. - The Ideal L series models have varying CVs, with L6, L7, L8, and L9 showing CVs of 38.05%, 18.08%, 21.59%, and 20.06% respectively over the first 8 months [4]. - The Wanjie M7 has a notably high CV of 87.02%, indicating the weakest stability among the 30 models analyzed, while the D9 shows a strong stability with a CV of 20.74% [5]. Group 4: Long-term Sales Implications - The article suggests that while short-term sales may correlate with brand momentum, long-term sales will tend to revert to the average product strength, indicating that the M9, despite being stronger than the M7, still has weaker stability compared to the Ideal L series over the same time period [5].