9月20日，曾在上月底亮相的极氪SUV极氪7X正式上市，其包括后驱智驾版、长续航后驱智驾版和长续航四驱智驾版三个版型，官方零售价为22.99万元、24.99万元和26.99万元，与早先行业预计的价格区间几乎一致。这也意味着，极氪7X正式加入纯电SUV大战之中，且特斯拉Model Y是其绕不开的一个对手。In just the third week of September, several domestic car companies have already or are about to launch a total of 5 models, all targeting the Model Y. From September 19th, NIO's sub-brand's first model, the Ledao L60, went on sale, to the September 20th release of the G7X and smart Elf #5, and to the upcoming launch on September 26th of the X LS6 and Avita 07.
Reported by Caixin on September 23rd, as the sales champion in the domestic SUV market for August, and even the first 8 months of the year, Tesla's Model Y is facing more and more encirclement from independent brands.
According to Caixin reporters' incomplete statistics, in just the third week of September, several domestic car companies have already or are about to launch a total of 5 models, all targeting the Model Y. 'The goal of the G7X is to become the benchmark in the pure electric SUV segment.' As for the recently launched G7X, Geely Holding Group President and CEO of GIK Intelligent Technology, An Conghui, told reporters that the G7X broke through 0.058 million orders in the 20 days from pre-sale to official launch. 'The goal of the G7X is to become a benchmark in technology, safety, sales, and financial performance.'
On September 20th, the previously unveiled GIK SUV, G7X, was officially launched with three models including rear-wheel drive intelligent driving version, long-endurance rear-wheel drive intelligent driving version, and long-endurance all-wheel drive intelligent driving version, with official retail prices of 0.2299 million yuan, 0.2499 million yuan, and 26.99 million yuan, almost in line with the earlier industry expected price range. This also means that the G7X has officially entered the pure electric SUV battle, with Tesla Model Y as an unavoidable opponent.
"In the SUV market of over 200,000 yuan, the competition is the most intense." An Conghui frankly stated that most of the models in the pure electric SUV market have not yet broken away from Tesla's product definition logic, becoming followers of the Model Y. 'Although there are more and more subsequent products, they are still striving to create a product more like the Model Y than the Model Y.'
"Tesla will not release a redesigned version of the Model Y this year." In June of this year, Musk's intention to stabilize Model Y sales gave independent brands the best opportunity to encircle the Model Y. In just the third week of September, from the 19th of September with the official launch of NIO's sub-brand's first model, the Ledao L60, to the release of the G7X and smart Elf #5 on September 20th, and to the upcoming launch on September 26th of the X LS6 and Avita 07, all are in the same subcategory track as the Tesla Model Y.
"With the decrease in battery costs, and the further grasp of technologies like the three electric systems and intelligence, the collective explosion of domestically produced pure electric SUVs in the 200,000 yuan level has arrived." In the view of industry insiders, whether GIK, NIO, Huawei, and others can widen the crack with their product strength remains to be seen, 'but undoubtedly, the most exciting show in the Chinese electric vehicle market has already begun.'
After easily winning the title of the best-selling model in 2023, the Model Y's power remains undiminished. From January to August this year, Model Y's domestic sales reached 0.2894 million units, a year-on-year increase of 3.9%, with an average monthly sales volume of 0.0362 million units.
From the perspective of product strength, compared to Tesla Model Y, (Lantu Zhiyin) did indeed do a little better. CEO Lu Fang of Lantu Auto stated regarding the upcoming launch of Lantu Zhiyin in October that Model Y has the advantage of the brand, which Chinese car companies need to acknowledge, but independent brands must use better products and services to build the advantage of the Chinese brand.
On the eve of the launch of Leahead's first new car L60, Leahead's President Ai Tiecheng once stated that currently Model Y does dominate the mid-size SUV market, but a good product that is not updated for too long is also unsustainable. Leahead L60 was benchmarked against Tesla Model Y from the beginning of its development, positioned as an upscale, enlarged, battery-swappable Model Y, but the cost needs to be 10% lower than Model Y. "Model Y was released 5 years ago, and in these 5 years, technology has rapidly iterated, new technologies have led to cost reductions for us."