The right-of-way advantage is originally one of the logics of the development of the domestic new energy vehicle industry.

Text丨Peng Suping In the past weekend, Shanghai’s new energy vehicle market became popular again.

“It’s all crazy!” On the evening of October 25, someone close to Tesla sales told Think Tank, “Today, Tesla’s sales in a single store exceeded 80 units this morning!” Under normal circumstances, this store would sell more than 80 units.

The sales scale is 10-20 units a day.

Sales surged several times in one day—a rare occurrence even for Tesla, which is currently so popular.

However, the grand event these two days did not only occur in Tesla stores.

Thinktank’s visits and research found that many offline car stores were extremely popular last weekend, including NIO, which is also a new car-making force, and Roewe, a brand of the passenger car brand of the traditional car company SAIC Motor.

On the evening of October 25, the person in charge of a certain area of ??the Roewe brand told Think Tank that the Roewe 4S store also welcomed an endless stream of consumers that day. It is obvious that the vast majority of consumers also came directly to new energy vehicles.

The sudden popularity on the front line is related to a blockbuster announcement released last weekend.

On the afternoon of October 24, the "Shanghai Release" issued the latest traffic management measures of the Municipal Public Security Bureau. The "restriction" regulations for foreign vehicles in Shanghai are about to be upgraded. On the one hand, starting from November 2, foreign vehicles on the inner ring elevated highway will be restricted.

On the other hand, after the May Day holiday next year, the inner ring surface roads will also begin to open for limited hours.

?Foreign brands will have a hard time in Shanghai.

For many consumers, purchasing new energy vehicles and applying for a "green license" as soon as possible has become the safest and fastest solution.

After all, in comparison, the Shanghai license plate bidding is becoming more and more difficult, and the prices are also rising, while new energy vehicle licenses can be obtained with a basic application - industry analysts believe that the current restrictions and upgrades are expected to further drive the demand for new energy vehicles.

Shanghai is one of the largest new energy vehicle consumer markets in China. According to incomplete statistics, its new energy vehicle sales account for about 10% of the country's total sales.

However, it should be pointed out that it is difficult to say to what extent this round of traffic restriction upgrades will increase the sales of new energy vehicles.

In fact, in the past few years, "green license" has become an alternative to auction licenses, and the related demand for new energy vehicles has also been released to a certain extent. On this basis, how many consumers will be affected by this traffic restriction?

Upgrading to new energy vehicles is difficult to assess specifically.

New energy vehicles in Shanghai became popular over the weekend. On the afternoon of October 25, Mr. Think Tank came to the Roewe 4S store in a district in northern Shanghai.

The store was crowded. Many consumers were asking about the performance, configuration and other information of various new energy vehicles in twos and threes. Some consumers were also discussing the test drive process with the salesperson they contacted.

Seeing Mr. Zhitan enter the door, a young salesperson came over to inquire about his needs. However, after receiving the reply from Mr. Zhitan, "I'll just take a look," he turned to another customer without hesitation and introduced the brand to him.

Its various new energy models.

"Very busy" is the intuitive feeling given by this 4S store.

According to what I learned later, this was not an isolated case that day - as mentioned before, many offline automobile stores were so popular that they could not even take care of the sales.

Not only on the 25th, but actually on the evening of the 24th, consumers had already heard about it.

A Tesla salesperson said that although she took leave that day, she had to deal with some customer messages online because "there were so many people in the store." "I have been replying to WeChat since dinner."? There was a sudden influx.

The large number of consumers has overwhelmed store sales and put pressure on the supply side.

A sales person from the Roewe 4S store said that there are not many new energy vehicles in the store at present. If you order late, you may have to wait for a while to get the car. Therefore, if consumers are interested, they "should start early."

The above-mentioned head of the Roewe region also said, "If you want to buy, hurry up as soon as possible, or it may be hard to find in a year!" The above statement is also a common sales saying, but in the case of a sudden surge in short-term demand, it cannot be ruled out that local supply exceeds demand.

Although the wholesale sales of many car companies have picked up significantly in September and the channels are relatively abundant, for the vast majority of dealers, the implementation of Shanghai's "traffic restriction" upgrade is not within expectations this month.

The popularity of new energy vehicles in Shanghai originated from an announcement issued last Saturday afternoon.

According to information released by the Shanghai Municipal Government's official platform "Shanghai Release" at around 4:00 pm on October 24, Shanghai will further expand the scope of foreign-brand vehicle restrictions in Shanghai. First, from November 2, the ban on foreign-brand vehicles in the inner ring road will be extended.

The working hours of the elevated highway have been extended from the original 8 hours (7 a.m. to 10 a.m., 15 a.m. to 20 p.m.) to 13 hours (7 a.m. to 20 p.m.). Second, starting from the first working day after the May Day holiday next year

, foreign-branded vehicles will be prohibited from traveling on the surface roads in the inner ring during peak hours (7:00 to 10:00 and 16:00 to 19:00 on weekdays).

The upgrade of restrictions on foreign brands has further increased the demand for Shanghai brands.

A user who uses a foreign license plate in Shanghai all year round said that because he had to drive to work in the inner ring road every day, he used to be able to avoid peak hours, but now he has to get up early and go in the dark. “It’s like a bolt from the blue, it’s too difficult.