Recently, more and more detailed information about Ledao L60, interior spy photos, space display, Fire Mountain live test, power station operation, etc., although it has not been officially listed, but there are many people treat Ledao L60 as a flat replacement of Model
So, is Model Y afraid of it?
▲ Photo source: Ledao, Tesla official website
Shape design itself is a subjective factor, the single shape of the Model Y is not amazing, compared to the domestic new force of six months to change the bold design, it is even a little conservative. And some time ago, it was reported that Tesla’s layoffs have involved the exterior design department, and it can be inferred that the subsequent Model Y design will not have a particularly large change, you can refer to the Model 3 new edition.
In contrast, the newly launched Ledao L60, a homogenized split headlight, quite a bit of the pole star 4 instant sense. Both Model Y and Ledao L60 cars have made prominent treatment of the waist line to improve the sense of muscle strength and optimize the wind resistance coefficient.
▲ Photo source: Ledao official website
An interesting thing to say is that the wind resistance coefficient of the Ledao L60 is 0.229Cd, 0.001Cd lower than the Model Y, which is known as the lowest wind resistance of the world’s production SUV.
Wind resistance may be a gimmick, whose power consumption is low is the most absolute skill. The power consumption of Ledao L60 is 12.1kWh/100km, and the power consumption of Tesla Model Y is 13kWh/100km. From the data point of view, Ledao L60 is a complete victory, looking forward to our follow-up measured performance.
According to the information reported by the Ministry of Industry and Information Technology, the Ledao L60 standard battery life version is equipped with 60.6kWh battery pack, and the battery life is 500km according to 12.1 power consumption. In the declaration information of the Ministry of Industry and Information Technology, it is known that its two-drive version of CLTC has a range of 555/525km, and the four-drive version of CLTC has a range of 525/501km.
▲ Photo source: Cheju network
In the highly competitive assisted driving, the computing power of the L60’s assisted driving chip is inferior to that of the Model Y, but considering that Tesla is a pure visual program, and the full version of FSD has not been realized in China, and the L60 is equipped with 30 sensing hardware such as 4 starlight 360° cameras, 1 4D imaging millimeter wave radar, 7 8 million pixel cameras and so on.
In terms of hardware accumulation and local optimization, Ledao L60 dominates. But see the overseas version of Tesla FSD road video, after the release of all FSD, who is strong is not necessarily weak.
▲ Photo source: Ledao official website
Then there is the recently very hot high-voltage architecture, Tesla has the so-called V3, V4 supercharge, Ledao L60 has the global 900V architecture. However, whether it is supercharge or high-voltage architecture, it has special requirements for charging piles, and it is more competitive with ordinary charging piles or multiple forms of power replacement and recharge.
There are many rumors on the Internet that the Ledao L60 follow-up BaaS rental price may be about 170,000 yuan, and the monthly sales may reach more than 20,000 units, which car Jujun feels is not too good.
Car Jujun asked Tesla store manager friends, if Ledao L60 really down to 200,000 Model Y how to do? Competitors are welcome, he said without hesitation.
Since today’s theme is “Three Ying battle Lv Bu”, who are the other two heroes?
Another is the newly upgraded M5, a “far ahead” so that AITO series of models sales growth. Unfortunately, after December last year, the sales of M5 fell off the cliff, and the monthly sales were difficult to thousands of units, and the monthly sales began to recover to about 6,000 from May. On the single driving level, M5 is a good car to drive, car Jujun had a 22 M5 extended range four-wheel drive performance version, all aluminum chassis feel really good, toughness, support foot.
The new M5, priced from 249,800, still uses all-aluminum subframe, suspension rod, swing arm and other chassis parts. And the whole system is equipped with Lidar and Huawei high class intelligent driving hardware.
▲ Photo source: Ask the official website
In the pre-sale 12 hours, the order volume exceeded 10,000 units, and now the monthly sales data is about 6000. Car Jujun speculated that the price of the new M5 will have further space to explore, and from August 7, a limited time to book a car free ADS advanced function pack and the corresponding optional rights and interests, this late preferential policy and car jujun in the M5 listing speculation is the same.
Car Jujun asked the offline sales staff, the customer group of the world and Tesla do not coincide, perhaps because the brand belief and the family feelings and that sentence is far ahead.
To the three heroes have been queued up, why are they still singling out the ideal L6 in the above table?
▲ Photo source: Ideal official website
Che Jujun’s Tesla store manager friend said: Ledao, pole Krypton, millet, ask the comparison of these users is relatively small, we do to the store data statistics, the comparison of ideal L6 and Model Y users accounted for slightly higher. It is difficult to understand is a pure electricity, a range extension, a technology, a physical stacking will have a lot of difficult points?
The above is the situation reflected by the store manager in the third-tier cities, perhaps the proportion of pure electricity in the first-tier cities may be larger.
However, see the new energy sales list just released in July, Model Y sales of 36,299, ideal L6 sales of 24,856. Compared with Model Y, there are still more than 10,000 units, but the first few months are the climbing stage, and subsequent sales may stabilize at 25,000 monthly sales. Che Jujun feels that it is unlikely to replace Model Y, but it will certainly suck up a large part of Model Y’s customer base, resulting in a short period of sales powerlessness. After all, in the domestic vehicle use environment and purchase decisions, family occupation is more important.
Cars gather into a small knot
The sales of the new power circle of car making is very magical, mostly with faith and personality worship have some adhesion, such as the sales of Model Y, in addition to their own product power, there are some personal factors of Musk. Another example is a certain meter, a certain want, a certain sector, car Jujun has a classmate, bought a brand of stock, and now has raised the brand of car (yes, it is up). If you do not look at the sales data, it does not seem to exist in who flat for who, but the brand honor of offline owners.
In the end, absolute price preference determines product sales. However, traditional forces have withdrawn from the price war, and what will happen next for new power brands
