The car market full of sorrow in April is the victory of independent brands?

Wechat automobile2022-05-14 19:31:26

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Affected by the epidemic, black swans invade again ,4 The domestic car market was really miserable in June . According to the data of the Association ,4 The sales volume of narrow sense passenger vehicle market in China reached 104.3 Thousands of cars , Year-on-year decline in 35.5%, fell 34.0%;1-4 Monthly cumulative sales volume 595.8 Thousands of cars , Year-on-year decline in 11.9%.


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1-4 Monthly cumulative sales volume 595.8 Thousands of cars , Year-on-year decline in 11.9%. Even if it's 1-4 Before retail sales in January 10 Famous car enterprises , The sales volume of most car enterprises , It also shows a year-on-year downward trend , Only a few car companies have seen their sales increase .


Cui Dongshu, Secretary General of the Federation, said , The production affected by epidemic factors has suffered a slight loss ,4 The loss of production and sales in the auto market in June is huge . Affected by the epidemic, there is a shortage of imported parts , Domestic parts system suppliers involved in the Yangtze River Delta region cannot supply goods in time , Some even shut down completely 、 Outage , In addition, the logistics efficiency is reduced and the transportation time is uncontrollable , The problem of poor production is prominent .


And in 4 month , The epidemic has not been effectively controlled , The upstream automobile production enterprises have shut down production , Some terminal dealers close their stores for a week or more , Consumption power weakened . Overall car sales fell , As a result, the dealer's inventory level has risen for three consecutive years .


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But in such a difficult environment , Independent brands have sprung up , Have achieved good sales results , BYD car 、 Geely 、 Changan automobile 、 Great Wall Motors is in 4 Monthly results , All of them have reached the top of the retail sales list of auto enterprises in the same period 10.


Independent brands really stand up


Although the environment is not good , However, independent brands still show the determination that a mature car enterprise should have in the face of uncertain market .


among , BYD can be said to be the most outstanding auto company in the first four months of this year .


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stay 4 month , BYD's monthly wholesale sales volume is 10.5 Thousands of cars , Year-on-year growth 134.3%, And it's also 4 The only car company that broke the 100000 mark in January .4 In January, BYD's share in the new energy vehicle market reached 37.1%. according to 1-4 On the basis of monthly statistics , BYD still ranks first , Sales of 387456 car , Share up to 28.7%, Now BYD is really at its zenith .


Changan Automobile and Geely Automobile also performed very well . The data of the ride show ,2022 year 1-4 month , Changan Automobile and Geely Automobile have achieved 378383 platform 、349156 Taiwan's sales performance , They are respectively in 1-4 The second and third place of retail sales of independent auto enterprises in January . Great Wall Motors is based on 255091 Taiwan ranks fourth in the retail sales volume of independent auto enterprises .


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In sharp contrast to the full outbreak of independent brands , It is the collective weakness and further serious differentiation of joint venture brands .


According to the data of the Federation ,4 The share of domestic retail sales of independent brands in January was 46.4%, Year-on-year growth 9.6 percentage ,1-4 Monthly cumulative share 46%, be relative to 2021 Year-to-year growth 8.3 percentage .


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And other camp brands 4 The market share decreased in January , Among them, the retail share of Japanese brands 24.5%, Year-on-year decline in 0.5 percentage , German brand share 19.4%, Year-on-year decline in 5.2 percentage , The retail market share of the American Department has reached 6.4%, Year-on-year decline in 3.1 percentage .


without doubt , The independent brand, which has been pressed by the joint venture brand, finally sees the hope of anti super . Of course, we can win this protracted war , Independent brands also rely on various efforts .


Strong new energy and system strength of independent brands


Although the growing new energy market in the past has also been affected .4 Retail sales of new energy passenger vehicles in June 28.2 Thousands of cars , Year-on-year growth 78.4%, The month on month decline was 36.5%. however ,1-4 month , Cumulative retail sales of new energy passenger vehicles 135.2 Thousands of cars , Year-on-year growth 128.4%.


Plug in hybrid motor 7 Thousands of cars , Year-on-year growth 148.1%. The growth rate of plug-in hybrid cars is more than twice that of pure trams , Its proportion in new energy vehicles exceeded... For the first time 20% reach 25%. and , The month on month decline rate of plug-in hybrid vehicles is also much lower than that of pure trams .


about 4 New energy market in January , Cui Dongshu, secretary-general of the Federation pointed out that , The new energy vehicle market has not been affected by the price rise , Orders were hot before the price rise , There are plenty of orders . but 4 In June, the shortage of new energy vehicles intensified, resulting in serious delay of undelivered orders .


In terms of new energy , As an independent brand taking the lead in transformation, it is not only one step ahead in pure electric , Now they are betting on the field of plug-in mixing . BYD's production and marketing express shows , This year, 4 Its passenger car sales volume was 105475 car , Year-on-year growth 136.5%, among DM Models sold 48072 car , Accounting for almost all sales 50%, Become the main driving force of BYD's sales .


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New energy and hybrid models have also become the main growth driving force of Geely Automobile . New energy , Geely 4 Monthly sales reached 1.56 Thousands of cars , The proportion of sales climbed to 22%. among , The sales volume of pure electric vehicles is 1.09 Thousands of cars , Year-on-year growth 552%; Plug in hybrid 3189 car , Year-on-year growth 143%.


Now the sales growth of new energy vehicles has been very obvious , It is producing more substitution effects for traditional fuel vehicles , Luxury brands and joint venture brands are facing this impact . meanwhile , Concessions for luxury cars and joint venture brands have been significantly reduced due to insufficient production capacity , Let consumers increase the cost of buying cars , Coupled with the unexpected trend of the epidemic, the expected income has decreased , Many people prefer to choose new energy models with lower cost . in addition , The new forces of car making have disrupted the inherent pattern of luxury brands and joint venture brands , Wei to 、 The rise of ideal and other high-end electric brands , A lot of customers have been separated .


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Cao Guangping, an independent researcher of new energy vehicles, believes that , The direct impact and indirect impact of the COVID-19 on China's automobile industry should not be ignored . One side , Sealing control in Shanghai and other places makes suppliers 、 The whole vehicle factory was forced to shut down , Car sales are also facing difficulties ; On the other hand , Due to the expected decrease in income of some residents , Reduction or postponement of automobile consumption intention .


Repeated epidemics and lack of core are still a difficult problem perplexing the automotive industry , But there's no denying it , At present, the resource allocation of joint venture brands is less flexible than that of joint venture brands , It is also the main reason for the overall weakness of the joint venture brand .


stay 4 Dongfeng Nissan, which rose seven places in the monthly ranking , In the same month, I also harvested 46% The month on month decline of . Senior vice president of Nissan Motor Company , Chairman of Nissan China Management Committee , Yamazaki zhuangping, President of Dongfeng Co., Ltd (Shohei Yamazaki) To be frank :“ Persistent chip shortage 、 Supply chain disruption and control of key areas and cities caused by the intensification of COVID-19 , It has a continuous impact on product production and sales .”


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On BYD , The main reason for its hot sales is that BYD's new energy models have been hot in the past two years , In addition, its production bases are widely distributed , BYD is in Shenzhen 、 Xi'an 、 Changsha 、 Shanghai and other places have production bases , Suppliers are scattered , It is less affected by the shutdown of industrial chain in Shanghai .


And BYD through its five Freddy companies , Put the battery 、 The motor 、 Electronic control 、IGBT Chips and other core components , It's all in your own hands , Effectively ensure their own supply chain security .


Geely 、 Like BYD, Great Wall Motors and other independent brands also have layout all over the country in terms of supply chain , Core parts are also in their own hands .


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Cui Dongshu said , Under the epidemic , The industrial chain of independent brands is relatively strong , Especially in new energy . thus , When the joint venture brand suffers a lot , The increase in the share of independent brands is particularly obvious .


The brilliant performance of independent brands in recent months , It is also related to its alternative curve overtaking strategy , Especially against the backdrop of high oil prices this year , The trend of independent brand plug-in hybrid models shunting joint venture entry-level fuel vehicles is more prominent . But there's no denying it , Independent brands have achieved equal share with joint venture brands in the domestic market ,2022 The independent rise of the whole vehicle field in is likely to continue .


Now independent brands are in the supply chain 、 product 、 In terms of electrification, it is better than the joint venture brand , Now the pressure also comes to the joint venture brand , Next, let's see how these old joint venture brands take over .



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