刚被L系列的成功冲昏,又跌入
MEGA的深渊。
MEGA风波之后的第10天,李想再次出面,回应危机。
这次
的态度,也发生了转变。
不再代表光明要干掉黑暗,而是认错。
与此同时,理想汽车今天下午收盘后紧急宣布,由于销售订单不及预期,将下调一季度的交付预期,降幅达20%-30%。
还有不到10天,一季度就结束了。
这时候下调预期,极其突然,这也使理想汽车美股盘前一度跌超9%。
而理想汽车的股价从年内最高的46美元/股,跌至34.08美元/股。
理想市值,直接蒸
发131亿美元,约943亿人民币,目前市值362亿美元。
可见MEGA风波的影响很大。
今天下午,理想汽车创始人李想发布内部信,复盘本质原因和给出解决方案。而这封内部信,也在理想汽车最新的公告中有所呈现
。
老铁们,一起来看看,他说得有没有道理?
李想提到这次危机,本质原因有两个:
一个是理想MEGA的节奏问题,另一个说
过分关注销量的欲望问题。
李想表示,“我们错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。"
他在反思的时候,还不忘夸理想L系列,一上市就拥有从1到10的经营势能。
理想汽车创始人,李想
其中一句话,引起猫崽的关注——
"
理想
MEGA节奏混乱
,让销售团队大幅减少了服务L系列用户的时间和精力,主力车型L8甚至连店面摆放的位置都没有了。"
这句话,其实可以
看出,李想对于MEGA的态度,从一开始的过分自信,到认清现实。
针对此,李想提出的解决方案是:
放弃全面开发的销售策略,集中在头部城市的大型零售中心进行产品体验和试驾,并在这些城市加速建设超充站。
当有效完成了从0到1的阶段后,再向更多城市和更大的用户群体进行推广。
众所周知,
MEGA上市前,李想在互联网做了至少半年的营销工作,各种卖关子和玩跳楼梗。
MEGA月初的上市发布会,李想演讲得激情澎湃,
MEGA也迅速在全国各地门店展出,并且处于门店C位,很突出。
但风波之后,杭州、上海等地的网友发现,
MEGA撤出展厅、或者放置在店内最里面的位置,抑或停靠在路边。
这舆论,甚至影响了很多人的购车决定。
猫崽看了下
公司楼下的理想销售门店,
IP广州,MEGA被放置在展厅的左后方,理想L系列则放在"黄金位置"。
据了解,广州大部份理想线下店都可以预约体验MEGA。看来,广州还是理想很重要的市场。
有网友称,
杭州的MEGA大部份都撤店了。
实地看过后,MEGA简直是"庞然大物"
。
除了
价
格不美丽、膈应的言论之外,MEGA的内饰、配置都没有太大问题。
李想内部信谈到的第二个问题,是过分关注销量的欲望。
他认为,公司从上至下关注销量和竞争,让欲望超越了价值,让我们原本最擅长的用户价值和经营效率显著下降。
"对于欲望的追求,让我们变成了自己讨厌的人。"
到底是"我们"(理想全体员工),还是个人
?Emmm…
理想汽车,第一次从增程赛道换到纯电赛道,就被市场狠狠地教育。
越飘,摔得越惨。
不过这一次,李想的态度是没有问题的。
他在最后写到,严格遵循的三大行为准则中的一条便是:实事求是,知错就改。
理想汽车将一季度交付量预期,从10-10.3万辆,下调至7.6-7.8万辆。
减去前两月的交付数据,理想3月的交付量预期要在24584-26584辆。
现阶段的造车新势力,必须保住销量交付水平,才能保证活下去。
没有销量的高合、恒驰,已经垂死;合创,也半死不活了。
如今回过头来看这起事件,理想汽车的这场公关危机,认错快,比死鸭子嘴
硬强。
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