Car Review Observation, Car Review Agency, No. 495
Foreword: The sales list of car companies in November this year is very interesting, on the one hand, it is the rapid rise of autonomy, on the other hand, it can be seen that the proportion of new energy vehicles is increasing significantly.
According to the latest retail sales statistics, the domestic narrow passenger car market sales reached 1.816 million units in November, down 12.7% year-on-year and 6.0% month-on-month; From January to November, the cumulative sales volume was 18.041 million units, an increase of 6.1% year-on-year.
First of all, from the brand point of view, although the joint venture car companies still occupy most of the top fifteen, but the year-on-year decline trend, to the sales of faw-volkswagen as an example, its November this year fell by 40.2% year-on-year, this data is more "heart-wrenching".
The independent brand is relatively good, taking BYD and GAC Trumpchi as an example, up 81.9% and 27.9% year-on-year, respectively, BYD has become a dark horse in the market, and the table has appeared an extremely strong side.
If you look at the development trend, there is a situation in which the shrinkage of traditional fuel vehicles and the large increase in new energy vehicles have emerged, and the above-mentioned BYD and Trumpchi are one of the representatives.
1
Ashkenazi "elephant turn" Volkswagen force
As can be seen from the above table, among the German cars, FAW-Volkswagen and SAIC Volkswagen won the championship and third-place titles of this month, and the overall market share was 13.6%, a slight decrease of 0.7 percentage points over the previous month, but faw-Volkswagen's year-on-year data was not very good.
Specifically, since the fourth quarter of this year, the sales of North-South Volkswagen and SAIC-GM have begun to pick up slightly, and FAW-Volkswagen has won the championship again in November with a score of 157,000 units after winning the championship of wholesale sales of narrow passenger car manufacturers in October after its wholesale sales won the championship in the wholesale sales ranking of narrow passenger car manufacturers. SAIC-Volkswagen sold 135,000 units in November, in line with October in the narrow wholesale sales ranking of passenger cars.
Although the sales of new energy vehicles were not good before, Volkswagen's determination to transform to electrification is not small.
This year, Volkswagen in the Chinese market has opened the first year of electrification, the Volkswagen ID. family has three products introduced into the domestic production, in November, Volkswagen ID. series delivered a total of 14,000 new cars, an increase of 11.2% from October, and for three consecutive months to achieve monthly deliveries exceeded 10,000. The achievement of this achievement indicates that the products under the Volkswagen MEB platform are gradually being accepted and recognized by Chinese consumers.
For the masses in "Elephant Turn", this is a good start.
2
The Japanese system is stable, and Dongfeng Nissan ranks forward
Among the Japanese cars, Dongfeng Nissan, FAW Toyota, GAC Toyota, GAC Honda, and Dongfeng Honda all entered the top 15, and their overall market share was 21.5%, down 0.3 percentage points from the previous month.
In November, Dongfeng Nissan ranked sixth on the list with 96,000 units, moving three places ahead of october. Although Dongfeng Nissan moved forward, its year-on-year sales fell by 29.2% in November, and since May this year, Dongfeng Nissan's monthly sales have fallen for seven consecutive years.
For Dongfeng Nissan's sales volume continued to decline sharply, Nissan China attributed the main reason to the epidemic and the shortage of chips and raw materials.
Industry insiders pointed out that the current shortcomings of Dongfeng Nissan are mainly in the decline in sales of main models, and its performance has been poor since the listing of the new generation of X-Trail, with sales in September and October hovering around 3,000 vehicles. In order to alleviate this embarrassing situation, Zhengzhou Nissan announced that with the approval and approval of Dongfeng Motor Co., Ltd., Nissan X-Trail Glory will be sold by Zhengzhou Nissan.
The four-cylinder X-Trail resumed production, one is to compromise with the market on behalf of Dongfeng Nissan; The second is related to the "double integral" policy, but the subsequent electrification transformation is still a killer.
3
SAIC-GM accelerates its transformation
SAIC-GM's sales in November reached 100,000 units, ranking fourth in retail sales of car companies. From January to November 2021, SAIC-GM's cumulative vehicle sales were 1,170,939 units, a decrease of 102,700 units compared with 1,273,591 units in the same period last year, a year-on-year decline of 8.06%, and the decline in sales for the whole year this year is a foregone conclusion.
In recent months, SAIC-GM's sales performance has been relatively stable, on the one hand, thanks to the fact that Buick's star models such as Yinglang and GL8 have maintained a best-selling position in the terminal market, on the other hand, Cadillac's CT5 and XT5 have maintained stable monthly sales of more than 5,000 vehicles.
It is worth saying that SAIC-GM has also increased its investment in electrification, and with the commissioning of the Aoteneng plant and the listing of Cadillac LYRIQ, there are many more chips in the future.
4
Geely takes the lead independently, BYD becomes a "dark horse"
It is gratifying that nearly half of the car companies in the list are self-owned brand enterprises, and the overall market share reached 33.0%, a slight increase of 0.1 percentage points from the previous month. Among them, Geely Automobile leads the independent list, and BYD has become the "dark horse" of the car market.
A few days ago, Geely Automobile announced the sales results in November, the total data is still good, November sales of 122804, an increase of 22% month-on-month, occupying the top position of the independent list. As of November, Geely's total sales volume was 1169264 units.
Among them, Xingrui sold 12,702 vehicles in November, and Xingyue L also exceeded 10,000, selling 11,083 vehicles. With the fresh design and the blessing of Volvo Power, the products of these two star characters are selling well. Among them, the order volume of Xingyue L has been growing, and despite the impact of "lack of core", the cumulative order volume still reached 93,000 units.
Looking at other series, the Emgrand family sold 25,195 vehicles in November, the Shuangbo family sold 18,700 vehicles in November, the Shuangbin family sold 19,341 vehicles in November, and the Lynk & Co brand sold 25,000 vehicles in November. Overall, the monthly performance of each series is basically stable, but the Lynk & Co brand has a momentum of further growth.
Great Wall Motor sold 89,374 units in November, down 23.2% month-on-month. From January to November this year, Great Wall Motor's cumulative sales reached 1,118,600 units, an increase of 16.3% year-on-year, and overseas sales of 127,000 units, an increase of 106.3% year-on-year.
It is worth mentioning that Great Wall Motor's passenger car brands include Haval, WEY, Tank, Euler and Sharon. Because Sharon has not yet launched a mass production car, it does not contribute to the sales volume of the Great Wall at this stage, and among the other four brands, Haval is undoubtedly the main force of the Great Wall.
At present, although Euler good cat is more popular, the recent outbreak of Euler good cat "core change door" incident once dragged the Euler brand into the whirlpool of public opinion. Industry analysts pointed out that through this matter, the Great Wall should indeed reflect on its marketing methods and service concepts. In addition, WEY is currently in the adjustment stage of new and old products, and the sales performance needs to be improved.
Changan Automobile, November sales of 89,060 units, although the same period last year decreased, but in the first 11 months, the cumulative sales of Changan Automobile's Chinese brand cars have reached 1.6314 million units, an increase of 19.77% year-on-year, becoming the top Chinese automobile brand sales. Among them, the sales of autonomous passenger cars in November were 94,600 units, and the cumulative sales volume in the first 11 months was 1.1261 million units, an increase of 26.6% year-on-year.
BYD sold 96,686 units in November, up 81.9% year-on-year. Dm models accounted for 44,000 units and EV models sold 46,000 units.
From the perspective of specific product structure, Han EV won the top spot in sales of 200,000+ high-end pure electric cars with the results of 10,021 units in November. Qin PLUS DM-i continued to win the A-class new energy sedan sales championship with a performance of 28151 units, while Song PLUS DM-i also won the November 2021 National Hybrid Insurance Championship.
The hot sales of BYD's new energy models is a positive signal, and under the endless market of new energy in the follow-up, BYD is likely to break through the 100,000 mark this month.
In fact, BYD's strong rise in the field of new energy is inseparable from the comprehensive layout of the technology industry chain. Especially under the strategy of "two legs, walking in tandem" with DM plug-in and mixing and EV pure electricity, BYD relies on many leading technologies to present a "hundred flowers blooming and multi-point breakthroughs", and the steps of its new energy transformation road will be more stable.
5
The New Year's Eve drama is about to begin
Overall, in addition to the above brands, Chery Automobile, GAC Trumpchi, GAC Aean and other independent brands have also shown tenacious vitality, and the performance of counter-trend growth is remarkable.
However, I believe that in the next "New Year's Eve drama", the performance of independent brands will be more exciting.
————end！————