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Shanhai sequence released, Jietu sword points to the million-year sales target, Shanhai L9 interprets ＂the first hybrid off-road＂

"In the future, hybrid off-road SUVs still have to look at Jietu. Jietu Shanhai, the world’s first hybrid off-road SUV brand", on November 14, Jietu Shanhai new energy sequence was released and Shanhai L9 listing conference, Zhang Guozhong, executive deputy general manager of Chery Automobile joint stock company, shouted loudly!

That is, from this moment on, Jietu car Shanhai new energy sequence officially released, this year, is the fifth year of Jietu car station in the Chinese auto market, according to the official press conference, this year Jietu car sales will break through 300,000 cars, cumulative sales are expected to break through 950,000 cars.

Five years! In five years, Jietu Automobile had become a car company with a cumulative sales volume of nearly one million. The release of the Shanhai sequence was undoubtedly another witness to the "Jietu Speed", but more importantly, it was a milestone for Jietu Automobile to "mature". After all, having the "sequence" at least means that a car company has begun to "spread branches and leaves", which also means that it will be more comprehensive.

Of course, the Shanhai sequence will also become the second growth pole of Jietu Automobile. Li Xueyong, deputy general manager of Chery Automobile joint stock company, general manager of Chery Automobile Marketing Company, and general manager of Jietu Automobile, said that Jietu Shanhai will launch 8 new hybrid products within two years, helping Jietu Automobile to achieve annual sales of one million by 2026.

On the same day, the first model of Jietu Shanhai series, Shanhai L9, was also officially launched. The new car was positioned as a "big family seven-seat super hybrid SUV", and a total of 4 models of Air Light, Air, Pro and Max were launched. The official guide price 16.69-18 8,900. It should be mentioned that the current hard-core hybrid SUV actually lacks 7-seat models, which cannot solve the pain points of family travel. Jietu Shanhai L9 can be described as "born at the right time", and from the perspective of the product itself, you will find that it still has considerable advantages compared to star models such as Tang DM-i.

Starting with "Shanhai", Jietu Automobile is becoming more and more "mature"

The fierce competition in the domestic SUV market is obvious to all. In its short growth history, Jietu Automobile, born in 2018, not only has to deal with fierce market competition, but also has caught up with the first decline in the domestic passenger car market, the switch of national standard emissions, the COVID-19 pandemic, the supply chain crisis, the price war and other major rim events that can set off the knockout competition in the car market.

However, such a "backwards" Jietu car still stood out in the cruel market competition and achieved a cumulative sales volume of nearly one million in five years.

The reason is that on the one hand, Chery’s strong system capabilities, Chery’s technology and talent resource sharing make Jietu Automobile far superior to its peers; on the other hand, it is because Jietu Automobile has found a very suitable route for itself. Through the "travel +" strategy, Jietu Automobile has found a group of consumers who love life and travel, and has become one of the most distinctive brands in the market.

Interestingly, after several years of "back time", Jietu Automobile has ushered in the era of the transformation of the automobile industry to new energy and the rise of the plug-in hybrid technology route in the new energy vehicle market. Frankly speaking, Jietu Automobile has once again ushered in a challenge. And this is actually the background of the birth of Shanhai Sequence, and it is also a new action of Jietu Automobile to understand the new trend of travel.

It is worth noting that today’s Jietu Automobile is no longer as weak as it was. From January to October this year, Jietu Automobile sold 232,082 vehicles, an increase of 64.7% year-on-year, and won the favor of 39 million fans on the whole network; in terms of "travel +" travel ecology, 780 Jietu Stations and 117 ecological alliance units have been built; by the end of 2023, Jietu Automobile’s annual sales are expected to exceed 300,000 vehicles, and the total sales in the first five years are expected to exceed 950,000 vehicles. With the emergence of the Shanhai sequence, Jietu Automobile will also realize the cohesion of new sequences, new products, new channels, new ecology and new teams. An increasingly mature Jietu Automobile is gradually taking shape.

According to official news, Jietu Shanhai covers use scenarios such as hybrid family travel and hybrid off-road travel, and will successively launch products such as urban Yueno SUV series, hardcore off-road SUV series, and pickup truck series. Of course, it will also undertake the results of Chery’s new energy transformation. With the help of Kunlun off-road platform, Kunpeng super hybrid C-DM technology, Lion Smart Cabin/Dazhuo Smart Driving, combined with Jietu Automobile’s own core advantages such as extreme changeable space scene capabilities and travel + ecological platform, it will further move forward.

Perhaps it is also because of these that Jietu Automobile has the confidence to shout "2026 to achieve annual sales of one million".

Shanhai L9 has great potential, with better space and energy consumption as a bright spot

There is no doubt that the growth and success of a car brand must be inseparable from strong or competitive products, especially in the current situation of serious involution, everything needs to be spoken by products. As the first flagship product of Jietu Motors Shanhai Series, Shanhai L9, which is the key to the market awareness war, must also be able to produce enough strong product power.

As a "big family seven-seat super-hybrid SUV", one of the major advantages of Shanhai L9 is space. Jietu Shanhai L9 has a body size of 4862 * 1925 * 1784mm and a wheelbase of 2850mm, which is more advantageous than Yadi Tang DM-i (wheelbase 2820mm). Of course, the 30mm gap is not enough to make consumers look for Shanhai L9, but don’t forget that Jietu Motors started with "space". Shanhai L9 has as much as 41 storage spaces, which is enough to hold all consumers’ expectations for travel, and this understanding of space is also a unique advantage of Shanhai L9.

At the same time, the delicacy and intelligence of Shanhai L9 have not fallen behind. The rich color scheme in the cockpit plus the 15.6-inch narrow frame central control screen, crystal electronic stop bar and a large area of soft materials make the vehicle more delicate, and the 62-inch panoramic sunroof highlights the "travel" scene. In terms of intelligence, the Lion Smart Cabin supported by the third-generation 8-core 8155 chip of Qualcomm Snapdragon and the L2 automatic driving assistance system can bring consumers the experience of the new era model.

In addition, behind Chery’s Shanhai L9, power is also its most shining bright spot. Jietu Shanhai L9 is equipped with Chery’s fifth-generation 1.5TGDI high-efficiency hybrid special engine, with a thermal efficiency of up to 44.5%. Its P2 + P3 dual-motor drive architecture, the maximum power of pure electric drive is 199kW, and the maximum power of HEV drive is 314KW. In two-drive PHEV mode, the 0-50km/h acceleration is only 3.4 seconds, and the 0-100km/h acceleration is only 7.8 seconds.

It is worth mentioning that due to the top-notch engine thermal efficiency, Shanhai L9’s economy is very high. Jietu Shanhai L9’s comprehensive operating conditions have a maximum battery life of 1100Km, of which CLTC’s pure electric battery life reaches 108km, and the fuel consumption of 100 kilometers of feed is only 5.3L. In terms of feed fuel consumption, it has even surpassed BYD Tang DM-i (5.5L). Of course, Shanhai L9, which is built with a travel mindset, also plays to the advantages of new energy models in travel scenarios. It discharges 6.6KW external power and supports a variety of camping equipment such as outdoor refrigerators and electric cookers.

As for safety, the Chery models that have made a name for themselves on the Internet do not need to be questioned. Jietu Shanhai L9 cage body design, high-strength steel accounts for 80% of the leading in the same class, and the high-protection ternary lithium battery supports IPX7 waterproof, 24-hour cloud detection and guardian battery safety system. Coupled with AEB active protection, the sense of security brought to consumers will not disappoint.

Jietu Shanhai new energy series was released, and Shanhai L9 was officially launched, which was the acceleration point of Jietu Automobile’s comprehensive new energy transformation, and it was also a climb for Jietu to achieve brand upward and value leap, and it was also the second growth engine of the brand. With the release of Shanhai series, Jietu Automobile has become more and more mature, and Jietu Automobile, which has achieved "Jietu Speed" in five years, is moving towards an annual sales of one million.

LI Q2′ s revenue and delivery reached a new high, and it welcomed high-speed expansion with ＂ideal speed＂.

　　A few days ago, LI released its Q2 financial report for 2023, with revenue and delivery reaching record highs of 28.65 billion yuan and 86,533 vehicles respectively, with year-on-year growth rates exceeding 200%. In addition, the company’s operating capacity continued to improve, and Q2′ s gross profit margin increased steadily to 21.8%, making it a new force in car making and even a star in the entire automobile industry.

　　First, focus on the highlights in LI Q2 financial report.

　　In terms of financial data, LI Q2 has made a series of encouraging achievements. Revenue reached 28.65 billion yuan, a year-on-year increase of 228.1%; Operating profit and net profit both climbed, reaching 1.63 billion yuan and 2.31 billion yuan respectively; The gross profit margin increased to 21.8%, and the company’s profitability rose steadily; Free cash flow increased to 9.62 billion yuan, a substantial increase compared with the same period; By June 30, 2023, the company’s cash reserves reached 73.77 billion yuan … Both the positive and positive business trend and the ever-increasing abundant cash reserves have laid a solid foundation for the sustainable development of LI.

　　The strong market performance is undoubtedly one of the sources supporting LI’s good business. By the beginning of July, LI had delivered over 400,000 vehicles. From November 2019, when the first Li ONE rolled off the assembly line, to October 2021, when the 100th car rolled off the assembly line, it took 23 months. It took 10 months for 100,000 to 200,000 vehicles to go offline. From 200,000 vehicles to the cumulative delivery of more than 300,000 vehicles, it ideally took 5 months; From 300,000 vehicles to 400,000 vehicles today, the ideal took only three months, which not only explained the "ideal speed", but also highlighted the deep recognition of LI by China consumers …

　　At the same time, driven by the hot sales of L series models, LI also showed an accelerated expansion trend. In June, its delivery volume exceeded 30,000 vehicles for the first time, and this highlight performance continued in July; By the end of July, more than 200,000 ideal L series models had been delivered. With the release of its first all-electric flagship model MEGA approaching, LI, which has built a dual technical route of "all-electric+extended range", is worth looking forward to in the future.

　　LI is also favored by the capital market because of its positive circulation performance and broad prospects for development. In the first half of the year, the share price of US stocks in LI rose from $21.760/share on the first day of opening to $35.100/share on the last trading day of the first half of the year, with an increase of 61.31%. As of the release date of Q2 financial report, the closing price of LI has risen to USD 42.630/share, with a total market value of USD 44.435 billion, or about RMB 320.118 billion, and it has secured the second place in the market value of China automobile enterprises.

　　So, what factors have helped LI to achieve a leap-forward development?

　　First, LI’s precise brand positioning and product hard power, which conforms to the development of the industry and has a deep insight into the market demand. With the transformation of China’s automobile industry from big to strong, "upward" development is the only way for China’s automobile. As a "latecomer", LI lacks brand shackles and focuses on the high-end market to give it an inherent advantage; And the sweeping rise has also given it the confidence to wrestle with the traditional luxury giants, and even broken the difficulty of China brand upward.

　　In terms of products, in view of the demand of consumers in China and the control of various market segments, the products launched by LI won the hearts of the people. The product distribution of L7, L8 and L9 meets the purchase range of most consumers. The products themselves are not only smart and comfortable configurations such as "refrigerator, sofa, big color TV" that people talk about and even change consumers’ car habits, but LI has also spent a lot of R&D investment on more cutting edges, which has effectively improved consumers’ sense of comfort in car use. For example, in the development of L-series chassis, in order to change the air suspension from the exclusive luxury car of one million to the technology that can be used by more families, LI established R&D centers in the north and south, and developed the intelligent ideal magic carpet air suspension by itself.

　　In addition, in order to better serve users, the network scale of stores in LI is also increasing. As of July 31, 2023, LI had 337 retail centers covering 128 cities, and operated 323 after-sales maintenance centers and authorized car body panel repair and spraying centers in 222 cities. The integration of online and offline integrated sales has promoted the improvement of sales and service efficiency.

　　Based on the above, LI’s unexpected market performance is also natural. More importantly, the expansion of sales volume has also brought about the appearance of scale effect: the cost of vehicle R&D and production has been greatly reduced. According to the plan, the overall R&D expenditure rate of LI will continue to be stable at around 10%, even comparable to that of large multinational automobile groups; Have more say in the supply chain, so that it has more resilience and anti-risk ability; The geometric growth of brand recognition allows it to cope with the current "price reduction tide" safely, maintaining the price and showing the brand’s strength.

　　The rising brand recognition, the continuous hot sale of products, the reduction of R&D costs, the upgrading of business process systems, etc., complement each other with the steady rise of the company’s operating performance, and thus form a sustainable positive cycle.

　　Looking ahead, whether it is the company’s own development momentum, the continuous evolution of market demand, or the overall development direction and prospects of the industry, LI will achieve a higher leap.

　　Personally, LI’s upcoming first pure electric vehicle will make its product matrix more perfect; Intelligent assisted driving functions such as urban NOA and commuter NOA, which will be pushed one after another, as well as vehicle capabilities that are constantly upgraded through OTA, will continuously enhance user stickiness and brand awareness; However, the company’s insistence on self-research of core technologies and increasing investment in R&D of product core technologies will become the guarantee of product hard strength.

　　In terms of market demand, the mid-to-high-end incremental market has gradually become the main battlefield of consumption, which coincides with the positioning of LI. Family users’ demand for car purchase is diversified, but the purpose is clear. LI L7, L8, L9 and the upcoming MEGA can fully meet the needs of various consumer groups.

　　From the overall prospect of the industry, new energy and high-end are also development trends. According to the data of passenger car market information association, from January to July, the total retail sales of new energy passenger cars in China reached 3.725 million, up 36.3% year-on-year. In July, the retail penetration rate of new energy passenger cars reached 36.1%.

　　Based on the above, it is reasonable for LI to be optimistic about the future.It is predicted that the cumulative delivery volume in the third quarter will reach 100,000 to 103,000 vehicles, up by 277.0% to 288.3% year-on-year, among which the monthly delivery volume of L8 and L9 will exceed 10,000 vehicles, and the ideal L7 will challenge the monthly delivery target of 15,000 vehicles; The quarterly revenue is expected to reach 32.33 billion yuan to 33.30 billion yuan, a year-on-year increase of 246.0% to 256.4%. In the fourth quarter, LI will deliver 40,000 vehicles a month.