In November, it was still hot in Guangzhou after beginning of winter. The opening of the auto show is just around the corner. At the entrance of the exhibition hall, billboards of BAIC Polar Fox, Dongfeng Nissan and Lincoln China have occupied conspicuous positions and are ready to go.
In September this year, the profit rate of the automobile industry hit a new low in the year-3.4%. In the first three quarters of this year, the profit rate of the automobile industry was only 4.6%, which was 1.6 percentage points lower than the industry profit rate in 2019. The net profit of multinational car companies such as BBA and Toyota has halved, and the net profit of Nissan has dropped by 90%, only among independent brands., the Great Wall,Ideal is one of the few car companies that are still increasing profits. At the end of 2024, the state compensation and land compensation ushered in the end of the year, and major car companies were ready to sprint.
Compared with last year, the number of cars in this exhibition increased by 39.The number of cars and the world’s first cars are more, and the number of cars accounts for 40%. According to the official information of Guangzhou Auto Show, the total number of cars exhibited at this year’s Guangzhou Auto Show is 1,171, including 78 cars starting in the world, 6 cars starting from multinational companies and 512 cars.
From the perspective of booth layout, the sub-brands of various car companies are more concentrated and pay more attention to group operations. After the merger of SAIC Roewe and Feifan, Feifan no longer has an independent booth at this auto show; New motorcycle brand "soul"Realize six brands on the same stage at Guangzhou Auto Show; Different from the previous decentralized arrangement, Changan’s Deep Blue Automobile and Aouita "become neighbors"; After the Chengdu Auto Show, a new exhibition hall was contracted; hostBring Guangqi Honda and other five sub-brand pavilions to the exhibition …
Some imported and joint venture brands are absent from the auto show, while independent brands are stepping up to make up.
Janice, Gaohe, Chery Jaguar Land Rover, Subaru, Chevrolet, Jetta, Yuanhang Automobile, Polar Star, Qichen, Blue Power,A total of 12 brands of Maisharui were absent from this auto show;
Dongfeng Ying finidi, FAW Pentium, Dongfeng Fengxing, Baojun and Wenjie returned to Guangzhou Auto Show after their absence;
Yizhen, 212 off-road vehicle, Xiaomi, Jishi and Ledao participated in Guangzhou Auto Show for the first time.
Huawei has started a "team battle", and the "respect boundary" of cooperation between Huawei and Jianghuai will soon be announced.
At the same time, BBA, which smelled the crisis, began to transform desperately. In BBA, Audi is the first to embrace Huawei and will launch the first Audi A5L equipped with Huawei’s intelligent driving solution. The letter logo of AUDI’s new logo "Audi" announced on the eve of the auto show will also be on the Guangzhou Auto Show.
Auto shows come and go, and Xiaomi and Huawei are still hot. Some people leave because of poor performance, some are newborn calves, and many car companies compete on the same stage, which is opening up more imagination for future travel.
Chery Jaguar Land Rover is absent, and Gaohe’s voyage is "in jeopardy"
Compared with the number of 9 brands absent from Guangzhou Auto Show last year, there are more brands absent this year, reaching 12.
After at least 10 years of continuous participation, Chery Jaguar Land Rover, a frequent visitor to this year’s auto show, missed the Guangzhou auto show for the first time. Since the beginning of this year, Jaguar Land Rover’s sales have been flat. According to the data of the Association, in the first half of this year, the cumulative terminal sales of Jaguar Land Rover was 29,000 units, a year-on-year decrease of 44.27%.
The situation of Chery Jaguar Land Rover is a true portrayal of some joint venture car companies in China. However, Chery Jaguar Land Rover, which has entered the strategic adjustment period, is choosing a road that is more suitable for the China market-choosing a deep "binding" with Chery. In June this year, Jaguar Land Rover and Chery Automobile signed a letter of intent for strategic cooperation around jointly promoting a new cooperation mode. The two sides intend to jointly promote the new cooperation mode and further strengthen the product matrix of their joint venture company in China. Chery Jaguar Land Rover will launch and manufacture a series of electric products on the basis of Chery’s electrification platform to serve the electrification era.
The days of importing brands are also difficult. The imported high-end brand Janice is facing the siege of joint venture high-end and independent high-end For Jenniseth, it has been unable to open the China market for many years, and the dark cloud of low sales has been shrouded. In 2023, the annual sales volume of new cars in China was only 1,558, which was less than the monthly sales volume of some new power models. For Subaru, Chevrolet and Jetta, the volume of sound in China is gradually being buried by independent brands.
Gao He struggled on the line of survival. Previously, Gao He had been absent from Chengdu Auto Show for two consecutive years. Gaohe Automobile, which has been shut down since February this year, has entered the pre-restructuring stage in September. Due to poor management and anxious competition, Gaohe, which was established two years later than the ideal, has entered the elimination bureau.
Yuanhang cars, which often appear on billboards at airports, will also miss the Guangzhou Auto Show for the first time this year. As a high-end under the Universiade Group,The new energy brand, Yuanhang Automobile, which was established only two years ago, was exposed to the business crisis in October, and the R&D personnel were lost, and the company’s funds were tight. Yuanhang Automobile responded that it is "undergoing strategic adjustment, and is currently in a state of reorganization. After a while, it will return to normal after the adjustment is completed."
Between the coming and going of auto show brands and their mobility, the knockout stage has already begun.
Xiaomi Ledao made its debut, and Hall 17.2 was the most lively?
After completing the achievement of the 100,000th car in 230 days, Xiaomi made his debut at the Guangzhou Auto Show, and also brought the prototype of Xiaomi SU7 Ultra, which had just returned from the New North Circuit. Prior to October 29, Lei Jun was atThe latest achievement of Xiaomi’s challenge to New North was announced on the website-Xiaomi SU7 Ultra prototype set the fastest four-door car record in the history of New North Circuit with a score of 6 minutes 46 seconds 874.
The production model of Xiaomi SU7 Ultra, which is scheduled to be officially launched in March next year, is also welcomed after the pre-sale. Only 10 minutes after the pre-sale, the order quantity of Xiaomi SU7 Ultra production version exceeded 3,680 units. Lei Jun revealed that Xiaomi expects to complete the annual delivery target of 100,000 vehicles ahead of schedule in November.
Since the appearance of Xiaomi SU7 in March this year, Xiaomi’s "sudden emergence" has opened the imagination of China automobile market. The appearance of Lei Jun turned the Beijing Auto Show in March into a car show that fights for traffic and CEO. The reform of automobile marketing channels has set off a wave. Creating a CEO who can personally market has become the direction for more car companies to imitate and learn.
There is Ledao in the same exhibition hall as Xiaomi. Ledao, which landed at Guangzhou Auto Show for the first time, will display its first model, Ledao L60. asAiming at the mainstream brands in the family market segment, Ledao also undertakes the task of "making money to support the family".
Li Bin has publicly stated that multi-brand strategy is beneficial whether it is to share the fixed cost of R&D, share the manufacturing cost or reduce the cost of supply chain. It can help the whole company to increase profitability. However, the following month, the announcement showed that Ledao brand delivered 4,319 cars in October 2024.
Also in Hall 17.2, adjacent to Ledao and Xiaomi.It will also show the Tucki P7+ model that was launched a few days ago. Light map, light radar, and recalculation power are all equipped with high-level intelligent driving. Tucki P7+ is a "new sample" for Tucki’s high-level intelligent driving. Tucki P7+ fully applies the end-to-end big model, and is equipped with AI Tianji XOS 5.4.0 system for the first time. It is reported that it can reach the level of "door-to-door" intelligent driving.
Judging from a variety of new cars sold or unveiled at this year’s Guangzhou Auto Show, extended range and plug-in are the mainstream solutions in the industry at present, with the layout of "asking the world, zero running and Geely" one after another. A number of brands have attacked the A-class SUV market, such as the Lectra Z20, Zero Run B10, iCAR V23 and Galaxy Starship 7, which were unveiled this year, all positioning compact SUVs.
Gathering in the four realms, Huawei entered BBA.
At this year’s Guangzhou Auto Show, Huawei HarmonyOS Zhixing, which participated in the exhibition in the second year, will welcome Huawei’s "four worlds" on the same stage.
The brands of Landian, which were absent from the 2024 Chengdu Auto Show, no longer participated in the exhibition, but asked the world to have an independent booth. Wenjie brand was launched at the end of 2021. With the aura of Huawei and HarmonyOS Zhixing, Wenjie became the fastest growing brand of new energy vehicles at the beginning of its launch, and its annual sales in 2022 exceeded 75,000 vehicles.
This year, the world of inquiry has become a well-deserved "dark horse". According to the announcement, in the first three quarters of this year, the sales volume of Wenjie series climbed and the revenue exceeded the level of last year. The best-selling series of Wen Jie directly pulled Cyrus, who had lost four years, back into the profit line. After turning losses into profits in the first quarter of this year, Cyrus once again handed over the eye-catching third-quarter transcripts. In the third quarter of this year, Cyrus’ single-quarter profit exceeded the first half of this year, with a net profit of 4.038 billion yuan, turning losses into profits year-on-year, with a year-on-year increase of 276%.
From a cumulative loss of 14.2 billion yuan to a net profit of 4 billion yuan, the success of the industry is not unrelated to Huawei. Since the beginning of this year, Huawei has become the "toon" of major car companies.
In HarmonyOS Zhixing booth, the new S7 in Zhijie, which was pre-sold on November 12th, will be on the Guangzhou Auto Show.
Enjoy the world model will also board the Guangzhou Auto Show for the first time. Previously, the Enjoying World S9, the benchmark Mercedes-Benz E-Class, was listed in August. In September, Enjoying World S9 delivered more than 2,169 vehicles. The official said that it ranked first in the 400,000-class pure electric car market, but it still had a gap with the asking world M7, which is also a Huawei smart car.
The first model of "Zunjie" that Huawei cooperates with Jianghuai will also be unveiled. Yu Chengdong had previously revealed in advance at the 2024 World Intelligent Networked Automobile Congress that Zunjie would board this year’s Guangzhou Auto Show. In the distribution of booths, HarmonyOS Zhixing andApproaching, releasing momentum for the new car.
Yu Chengdong once pointed out that "Zunjie" will strive to build products that are comparable to super-brand models such as Maibakh and others, and its market position is ultra-high-end, and the estimated price will reach one million yuan. He also revealed that Zunjie plans to go public before next spring.
Recently, Zunjie brand has registered accounts on various social media platforms in order to prepare for the announcement of new cars. According to public information, the new car will be built on the brand-new X6 luxury new energy platform, and the product positioning will surpass the M9 and S9.
Positioning as a high-end luxury brand, the cumulative sales volume of the customer M7 has exceeded 200,000 vehicles since its listing, ranking at the forefront of the market. Huawei is constantly breaking into the hinterland of BBA, and whether it is cooperation or a final battle has also attracted much attention from the market.
BBA is not to be outdone. The Audi A5L, which was unveiled at Guangzhou Auto Show, is the first vehicle equipped with an intelligent driving solution with deep cooperation between Audi and Huawei. This is the first time that Huawei has sold the intelligent driving solution to BBA.
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