1. Celis orders continue to explode
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On October 5, Celis reached a record high of 3,500, and on October 6, it was still very strong, exceeding 7000, setting another record.
This is an astonishing number, and it is Yu Chengdong's circle of friends, so this data is credible.
Well, the M7 completely changed the problem that Ceris' previous product positioning was inaccurate. At least in the short term, there is no need to worry about insufficient orders at all.
It shows that the popularity of Huawei continues, the popularity of the M7 continues, and it should continue in the future. New M7 cars are also being sent to various places. It is expected that next week's insurance volume will begin to respond, and the insurance volume for October 10 is estimated not to be too noticeable.
The market's focus will also slowly shift from orders to an upward risk volume, which is an indicator closer to results.
After the sales volume of new energy vehicles entered the top of the year, the entire fourth quarter was a peak season, and it will increase month-on-month. The fundamental Alpha market for new energy vehicles is worth looking forward to. Year 23 was a year of washing dishes. Zero Run and Nacha, which sold well in '22, slowly subsided in Huawei's ideal popularity. In '23, it became clear that Wang Zhe Meteorological was ideal and Huawei.
Year 24 will also be a competitive knockout tournament. The top companies will go hand in hand. After fifth place, they will all have an existential crisis. Similar to mobile phones, only the first few will survive...