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Is the "cake" of a hard SUV really so delicious?

Publish Date: 2022.09.03

The spring fuel of the hardline off-road SUV can't be shouted. It may be called by pure electric.

According to the data of the passenger car Federation, the sales volume of the domestic narrow passenger car market in July reached 1.818 million, with SUV models accounting for about 45.7%, and the sales volume was 832000.

硬派SUV的“蛋糕”,真有那么可口?

The proportion of SUVs has been nearly half for a long time, which proves the consistency between this category and the domestic mainstream consumption will. In recent years, as one of the sub categories of SUVs, the popularity of off-road hard SUVs has been rising. Take this Chengdu auto show as an example. A number of new cars, including Chery jietu T-1, SAIC GM Maxus territory and Beijing off-road bj60, have appeared and opened pre-sale.

When it comes to hardline SUVs, it's natural not to bypass the well-known tanks 300 and 500.

Why did the tank succeed? It can be said that the tank 300 and the tank 500 have met the label demands of urban SUV owners with off-road SUV tonality, so they have achieved great success in brand volume and their actual sales are also quite good. In this regard, whether it is blocked by the upward ramp of the brand or trapped in the mire of meagre profits, competing products naturally look at the popularity of tanks that burst into fame overnight and are greedy.

硬派SUV的“蛋糕”,真有那么可口?

The number of off-road SUV track players has suddenly increased. Is it not that hard SUVs will usher in "spring"? In fact, it is not.

On the one hand, due to high fuel consumption and limited use scenarios, the market scale of domestic off-road SUVs is not large. The slope of the track is short and the snow is thin. Toyota's domineering and land tour were once made in China and finally returned to imports. Nissan Tule also temporarily suspended official imports. It is precisely based on this reality that it has no choice but not to win.

Even when the tank sales increased, the H9 of great wall, BJ40, bj80, Foton Savannah, Jiangling Ford Road shaker, Jiangxi Isuzu nomad, Zhengzhou Nissan Tuda, Roewe RX8 and Datong D9 declined rapidly and even withdrew from the market. The capacity of the entire off-road SUV market has not been expanded due to the increase in tank sales.

硬派SUV的“蛋糕”,真有那么可口?

On the other hand, the body structure and vehicle weight of off-road SUVs determine high fuel consumption. High fuel consumption does not matter to real off-road SUV users, who have full psychological expectations and bearing capacity, but it is the Achilles heel for owners of "fake off-road real cities".

If you want to reduce fuel consumption, you have to change the hybrid route, but once you get on the hybrid, you have to raise the price. As soon as the price rises, those auxiliary users will be scattered like birds and beasts. If the topic of off-road SUV fades sharply, the time window for it to become a brand will be very short and fleeting.

Even so, this kind of routine of "fake fighting the wild and real fighting the city" to gain market popularity and sales still attracted BAIC's greater attention. BYD, Chang'an, Geely, Chery and even Dongfeng Mengshi all rushed to the market, and each of them was eager to bring dishes to the table for food. However, the market capacity of off-road SUVs is there, and in the future, there will be more than enough. It will be very difficult for the sales of the two tank models to stabilize at a high point or even climb to a new peak.

硬派SUV的“蛋糕”,真有那么可口?

In order to "protect itself", the tank has announced the start of the hybrid route during the Chengdu auto show. From the perspective of the fact that the batteries of the tank 300hev and the tank 500phev are all placed in the trunk, this move of the tank is more an ingenious "oil to electricity" than the technical deployment of hybrid models at the beginning of model development.

Facing high fuel consumption is both courage and user pressure, but minimizing the price difference between the fuel version and the hybrid version and ensuring that it will not lead to the price increase of the hybrid and the loss of orders will be a major test for great wall, which does not have a large base on the hybrid route.

The attitude of the joint venture brand seems to be very Buddhist, corresponding to the local brands swarming into the off-road SUV track and shouting loudly. They seem to turn a deaf ear to the success of local brands and new forces. They are indifferent to the monthly sales of more than 10000 tanks and two vehicles or the monthly sales of ideal one bicycle.

硬派SUV的“蛋糕”,真有那么可口?

In particular, VW and GM seem to be in another parallel world, but they are still in step-by-step, without any corresponding defense and attack.

The foreign camp is not so polite, but the hunting of overseas brands focuses on another more segmented market, pure electric off-road SUV. Because of the similarity in body structure and performance requirements, off-road SUVs and pickup vehicles are naturally interlinked. Even many brands of off-road SUVs have pickup vehicles on the same platform, such as Nissan's Tuda and Navarra, Ford's shaker and ranger.

Among them, the most popular fried chicken are Tesla cybertruck, Ford F-150 lighting, rivian R1 series and the resurrected Hummer EV pickup truck. With the mass production of these large and super large pure electric off-road pickup trucks and SUVs, pure electric off-road SUVs and pickup trucks of smaller size will undoubtedly be wrapped in the pure electric track.

硬派SUV的“蛋糕”,真有那么可口?

When new technologies may become a reality, just like the urban SUV, it is precisely by virtue of the general benefits of modules and components brought by platformization that it quickly obtains the status of sharing the world with cars.

Off road SUVs can't take half the share of urban SUVs with the help of electrification (wheel motor, etc.), intelligence and networking, and even combine the two to expand the SUV territory and further divide the market of cars, MPVS and other passenger vehicles.

In that case, the spring fuel of the hardline off-road SUV can't be shouted, and it may really be shouted by pure electricity.

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