The higher the price range, the less likely it is to focus only on first-tier cities. The information saturation of the audience in this area is too high. The super transparency of products/channels/prices has now made everyone enter a wait-and-see state, and the sales curve will be much flatter. No matter what kind of car it is, everyone hopes to have a Honor Edition like BYD$BYD COMPANY(01211)$  $Li Auto(LI)$ $XPeng Inc.(XPEV)$ $NIO Inc.(NIO.SI)$    HK.

Of course, having too many Honor Editions would also be harmful to Di Zi himself, at least he would definitely be hurt by the blow from Fang Bao. If you take a look at the table of the Honor version, you will know that this is actually a liquidation of Dynasty.com products before a major product change. However, a liquidation can also disrupt the rhythm of new product launches in the second half of the year, so the gain is really not worth the loss. This problem just hasn’t broken out yet. Also, even with this move, BYD’s target achievement rate this year seems to be average, right?

I still hold the same view. Involvement to the extreme is not the way to solve the problem. When the price war comes to an end, consumers may find that the car they buy has either an abnormally low residual value or a very poor after-sales experience. The wait-and-see atmosphere created by this matter will definitely It will have a negative impact on the subsequent new cars entering the market (everyone owns them, not everyone’s Boomerang). Who wants to be the Honor version as soon as they are launched? Car companies are not philanthropic. Do you think the new car of Leapmotor.HK is very curly? As a result, as soon as it was listed, there were many orders, but the stock price was falling. You have made enough money by shouting, but when will the company make a profit?

After talking about the big cities, let’s look at the lower-tier cities: the pressure of life is not as high as the first-tier cities, and people don’t have too many ideas about houses. It is not a problem for children to go to school. Several mountains are much shorter. Buying a car is a serious need for improvement. , the budget is sufficient. The most important thing is that the access resistance for this group of people is not as great as that of high-tier cities, and the replacement rate of stock in small cities is much slower than that in big cities. The ideal confidence is not only for first-tier luxury customers to add more tool carts to their homes, but the greater potential lies in the existing BBAT old cars from the third and fourth tiers. As the 201x V/Alfa/Senna/GL8 are slowly being phased out, it is natural that this pool will be taken away by models that come first + have strong positioning. The difference is just pure electric or extended range (no matter which one is in the small market) The urban experience is much better than that of old fuel vehicles).

The same principle is also applicable to cars/SUVs, such as Weilai's ET9 and Wenjie's M8. If you want to make a breakthrough, it makes no sense to play the Honor version in Beijing, Shanghai, Guangzhou and Shenzhen. It is more effective to surround the cities in the countryside.$Nasdaq100 Bear 3X ETF(SQQQ)$  

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