Introduction: As BYD's monthly sales approached the 100,000 mark in November, the "big three" of China's private car companies gradually took shape, and they could break their wrists from the most fundamental sales performance. The automotive K-line will also begin to analyze the three representative Chinese brands together from the interpretation of the sales volume of listed companies in November 2021.
BYD, finally rushed up.
In early December, as the sales of Chinese auto companies in November were announced, the competition pattern between Geely, Great Wall and BYD, three private Chinese automakers that have attracted much attention, is also undergoing subtle changes - Geely Automobile once again opened the gap with Great Wall Motors (the two were almost flat in October), and BYD narrowed the gap with the two with nearly 100,000 vehicles in a single month.
Overall, the proportion of high-end brands and series in Geely's automobile sales structure has risen to a new height; the Great Wall Motor tank brand has exceeded 10,000 for the first time, and Euler does not seem to be affected by false publicity and misleading consumers; BYD is carrying new energy and constantly refreshing the company's monthly sales record.
1 Lynk & Co and "China Star" account for nearly 40%, and The auspicious color is a bit sufficient
Although year-on-year sales are still declining due to the high base at the end of last year, it is an indisputable fact that geely automobile sales have picked up rapidly as the problem of lack of cores has eased.
On December 6, Geely Automobile released the latest sales data showing that Geely Automobile's sales in November were 135,800 units, an increase of 22% month-on-month, which is also the third consecutive month of rapid sales growth of Geely Automobile. From January to November, Geely Automobile's cumulative sales volume was 1.169 million units, up 0.3% year-on-year, and 76% of the annual target of 1.53 million units.
At first glance, Geely Automobile's sales performance in 2021 seems to be similar to that of 2020, and it seems difficult to achieve the full-year target. Putting aside the total amount, carefully analyzing the report card of Geely Automobile in the first 11 months of this year, especially in November, it is not difficult to find that the quality of this report card is very high.
On the one hand, this is mainly due to the fact that Geely Automobile's annual sales show a two-end high, gentle "W" type in the middle, and the fluctuations reflect that Geely is improving; on the other hand, Geely Automobile's high-end brands and series have accounted for more than one-third (37.11%) of the performance of the entire listed company, approaching 40%. For million-dollar auto companies, this proportion is considered to be a fairly competitive proportion even if it is placed in joint venture car companies.
According to the data released by Geely Automobile, the sales volume of the "China Star" high-end series reached 25,386 units in November, and it is particularly noteworthy that the Xingyue L, which sold 11,000 units, had accumulated orders of more than 93,000 units, and according to the cumulative delivery of 41,100 units since June, it also means that the Xingyue L has a capacity gap of more than 50,000 vehicles. Xingrui continues to maintain the level of monthly sales of more than 10,000 since its listing.
While the "China Star" high-end series is getting better, Lynk & Co, a joint venture between Geely and Volvo, reached sales of 25,000 units in November, up 3% year-on-year, and sold 194,600 units from January to November, up 29% year-on-year.
Since the establishment of the brand, Lynk & Co's cumulative sales have reached 624,600 units, exceeding the 600,000-unit mark. With the listing of Lynk & Co's flagship SUV model, Lynk & Co 09, the Lynk & Co brand is expected to further promote the brand and product value of the entire Geely Automobile Group and enhance the brand premium.
Looking at Geely Automobile's (HK:0175) 2021, except for two lows in February and August, most of which stabilized at about 100,000 vehicles in a single month, but the last two months have jumped significantly. As a traditional peak sales season, Geely Automobile is expected to continue to strengthen month-on-month in December.
After Geely Automobile announced its latest sales results, Geely Automobile's stock price has risen for three consecutive days, and as of December 9, it has regained the HK$24 mark.
2 Tanks are passed, Haval falls, Euler is confused, and Great Wall Motors must be more stable and steady
On the one hand, the tank brand continues to "attack the city", and the DECLINE of the WEY brand is narrowed; on the other hand, the Haval brand base plate is shaken, Euler is deeply involved in the whirlpool of public opinion to deceive consumers, and the Great Wall pickup truck encounters a bottleneck.
In November, Great Wall Motor's sales volume was 122,500 units, down 15.65% year-on-year; from January to November, sales were 1.1186 million units, a year-on-year growth rate that has dropped to 16.34%, and 75% of the equity incentive sales target of 1.49 million units was completed.
This is not good for Great Wall Motors, which will achieve 2.8 million vehicles in 2023 and 4 million vehicles in 2025.
Specifically, in the past month, the sales of the Haval brand, the main force of Great Wall Motors, were 69,000 vehicles, a year-on-year decline of up to 32%; fortunately, the cumulative sales of Haval from January to November were 675,000 vehicles, an increase of 4.79% year-on-year.
In the great wall motor official, in addition to the H6 can also accumulate 101 months to win the domestic SUV sales championship, can come up with the hand, only haval big dog single month more than 10,000, an increase of 20.9%.
It is worth noting that the Haval F7, which is very important to the Great Wall and Wei Jianjun and cannot fail, seems to have lost its voice.
Although the Euler brand sold as many as 16,000 vehicles in November, an increase of 39.2% year-on-year, a new monthly high; the problem is that in the places where consumers can't see, they were complained by car owners until they were on the hot search and CCTV roll call, and only came out to apologize.
Great Wall pickup truck sales in November were 20,800 units, down about 8% year-on-year, and sales in the first 11 months were about 207,900 units, an increase of 2.27% year-on-year, encountering the same problems as the Haval brand.
However, having more children is easy to fight, at least for now, the tank brand is independent, making Great Wall Motors a great success. Tank brand sales reached 10,100 units in November, and the cumulative sales volume in the first 11 months reached 72,600 vehicles, whether it is price or brand, tanks have left several hopes for the high-end of Great Wall Motors with their own strength.
Of course, these hopes also stem from the WEY brand, which has successively launched new models. In November, WEY sales were 6,286 units, down 31% year-on-year, and cumulative sales in the first 11 months were 48,300 units, down 29.46% year-on-year. It is worth noting that mocha sold 4776 vehicles in a single month, gradually becoming the main sales force, hoping to reproduce the glory of VV7; Macchiato monthly sales reached 1510 vehicles.
Judging from the sales K-line chart, since the beginning of this year, the Great Wall and Geely have intersected with each other, but the closest time to the two in the second half of the year is in October, whether it can be closer again depends on how strong the bottom card of these two million-level private car companies is. In the first 11 months, the gap between the two companies was almost 50,000 vehicles, which seemed to be not much.
3 New energy is good is the last word, BYD fuel vehicles "cliff- type" decline is not a thing
Watching Geely and the Great Wall take the lead in actual sales performance, BYD, which has been in a leading position for a long time due to new energy valuation, has always been somewhat unworthy of the name, but from November 2021, the situation may change fundamentally, BYD touched the threshold of 100,000 in a single month, even if BYD's models have spontaneous combustion, which is a very serious product quality problem. But if there are no other accidents, and the momentum can continue, BYD may become the third Chinese private car company to enter the million-vehicle club.
On December 3, BYD followed a group of new car-making forces to release November sales data, the monthly sales reached 97,200 vehicles, only less than 3,000 vehicles, will cross the threshold of 100,000 vehicles, an increase of 84.1% year-on-year, a month-on-month growth rate of 9.4%. Among them, BYD's sales of new energy vehicles exceeded 90,000 units, an increase of 252.7% year-on-year.
However, BYD's fuel vehicles continued to fall off a cliff, with sales of only 7121 units in November, down 73.87% year-on-year, and sales in the first 11 months were 131,000 units, down 37.47% year-on-year. According to this trend, for BYD, traditional fuel vehicles have basically been abandoned.
However, the byd plug-in hybrid (PHEV) model, which also applies to the traditional fuel engine, has soared sales so that BYD cannot really use pure electricity like Tesla, nor can it completely abandon oil, which can only be used to reduce dimensions to "subvert" fuel vehicles.
Its PHEV product sales reached nearly 44,000 units in November, an increase of 499.8% year-on-year; in the first 11 months, it was 228,400 units, up 471.47% year-on-year, becoming the main support for BYD. In particular, the Song PHEV model, the sales increase of 1229% year-on-year, which is breathtaking.
In terms of pure electric vehicles (EVs), BYD's sales of 46,000 units still failed to surpass Wuling Shenche, but the increase was still considerable. In the first 11 months, EV model sales were 272,500 vehicles, a year-on-year growth rate of 144.41%, and the gap with Tesla is still not small, it seems that Wang Chuanfu's "minutes" may become far away. But no matter what, Han sales continue to exceed 10,000, and the ocean series has begun to exert strength, which still makes people have expectations for BYD.
After all, in the past year, it feels like FROM the perspective of sales K-line chart and production and sales, BYD seems to have not been affected by chips and batteries, and since February, sales have been on the rise, which almost all chinese auto companies have not done. From the perspective of goals, BYD is also the most likely to complete the goal, or the closest to the goal, among the three giants of private car companies.
K-line summary: From the official caliber, these three car companies seem to have strong delivery pressure, and there are also explosive models, so who can take the lead in breaking through 200,000 in a single month?