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%.
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 .
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.
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 .
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 .
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 .
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 .
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 .
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 .
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 .”
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 .
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 .