Sampan
2024.04.21 14:22

This month, as the Beijing Auto Show kicks off, the product lineup of domestic automakers will also be fully deployed. However, I believe that the 50% penetration rate of new energy vehicles itself is not the biggest positive, and the market doesn't take this number too seriously.

What truly breaks through the market barrier is no longer products, but distribution channels. Currently, almost all the best-selling models online are well-rounded vehicles, and competitors aren't particularly strong, but the competition in distribution channels far outweighs individual selling points. Whoever can efficiently open stores in the strongholds of BMW, Mercedes-Benz, and Audi (BBA) and start intercepting customers directly will be the one to break through the current order bottleneck.

Whether it's a price war or an emotional appeal war, they essentially reflect very localized growth, and this growth is visibly reaching its peak at a rapid pace.

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