From 910,000 to 1 Million Units for Deepal: Just One Step Away; How to Play the Second Half After July

In the just passed July, Deepal Auto's production and sales report showed global year-over-year growth of 7.52%. In the context of the price war in the first half of the year being extremely intense, this data is not stunning, even a bit tepid. But the more such a climb appears to lack explosive power, the more it tests a car manufacturer's cardiovascular stamina. Deepal's current cumulative sales base sits at 910,000 units, and to that repeatedly mentioned million-mile milestone, there remains less than 100,000 units.

Checking details, overseas month-over-month growth was 22.87%. Deepal S07 went to Eurasia, S05 landed in Indonesia and Greece. Domestic competition focuses on specs, while overseas competition focuses on systems. Being able to wedge channels bit by bit into mature European markets and complex Southeast Asian markets, this slow work of gnawing on hard bones cannot show splashes in the short term, but is the lifeline for resisting risks in the future.

July's abnormality lies in quietness. There were no widespread promotional posters seen, instead news came out about adjusting product structure. This is called "withdrawing the fist" in the auto circle. People with eyes can see clearly, this is making space for August and September, and also a prelude to Deepal Chairman Deng Chenghao's June "All Series LiDAR" announcement at the Chongqing Auto Show. Channel store efficiency doubling, don't always think about exploiting customers, you must learn to cultivate crops. Jointly launched with JD.com National Good Car 2.0, betting on the Portuguese National Team, actually all point to the same goal: mining the value of the user's full lifecycle.

Look again at the technical foundation. Deepal Power Drive production passed 1 million units, this is not only a scale effect, but an endorsement of reliability. The Golden Bell Battery won the National Science and Technology Progress Award, the backend monitored 600,000 km degradation data, which is harder than any adjective. The 800V high-voltage platform and 6C super-fast charging coming in the second half, 10 minutes to replenish 50%, these are the hard currency supporting the 150,000 yuan segment market.

The goal is right in front. But anyone who has played soccer knows, the few steps of approach and adjustment before kicking often consume more energy than the moment of shooting, and decide success or failure more. How to finish running the remaining 90,000 units, Deepal's chosen rhythm is shifting gears rather than accelerating. Perhaps, for the current Chinese new energy car market, this approach of daring to adjust breathing during the sprint phase is more worth waiting for than that million number itself.