In November, the joint venture car market reproduced the "core shortage": Japanese car sales declined, and French cars came out of the "bottom"

Per reporter: Duan Siyao Per reporter Per reporter: Sun Lei

The shortage of chips is making the joint venture brand continue to lose the "city pool". According to the data of the Association, in November this year, the retail sales volume of mainstream joint venture brands was 780,000 vehicles, down 23% year-on-year and 1% month-on-month.

Among the top 10 automakers in terms of sales in November 2021, the joint venture brand accounted for only five seats. Compared with the same period last year, although the joint venture brand only lost one seat in this ranking, there was a big change in the ranking. In addition to FAW-Volkswagen still at the top of the list, saic-volkswagen, SAIC-GM and Dongfeng Nissan have all declined in the rankings, and GUANGC Honda and Dongfeng Honda are even difficult to find.

From the perspective of the performance of national cars, in November, only the market share of French cars increased by 0.3 percentage points month-on-month, the market share of German cars fell by 0.7 percentage points month-on-month, the market share of Japanese cars fell by 0.3 percentage points month-on-month, and the market share of American cars fell by 0.3 percentage points month-on-month.

"Judging from the fact that the sales volume of mainstream joint venture brands increased by only 1% month-on-month in November, the situation was not very satisfactory. Among them, Japanese brands and German brands of luxury cars are under relative pressure, and American brands are gradually improving. Cui Dongshu, secretary general of the National Passenger Car Market Information Joint Association, believes.

Toyota Expo booth per reporter Huang Xinxu photographed

Japanese car sales decline German electric vehicles are making efforts

In the Camp of Japanese car brands, which consists of "Liangfeng + Liangben + Nissan", the decline has become the main market performance feature of its November. Among them, Dongfeng Nissan sold about 96,200 units, down 29.2% year-on-year, becoming the car company with the highest sales decline among Japanese car brands. Xuanyi (sales of about 42,600 units in November) single-handedly supported Dongfeng Nissan's "half of the country", but sales still fell by 34.8% year-on-year.

Dongfeng Honda, which also saw sales decline of more than 20 percent, sold about 67,600 units in November, down 20.8 percent year-on-year. Guangqi Honda sold approximately 69,300 units, down 19.4% year-on-year.

In contrast, "Liangfeng" gave the Japanese car brand a little comfort in November. FAW Toyota ranked tenth in the top 10 sales of automobile manufacturers in November 2021, with sales of about 81,900 units, an increase of 1.2% year-on-year. GAC Toyota, which ranked closest to the group, sold about 75,800 units, up 4% year-on-year.

With the improvement of chip shortages, key models contributed major increments to "Liangfeng". According to the data, in November, the Sales of the Highlander Series was about 10,400 units, an increase of 11.45% year-on-year; the Sales of the Camry Series was about 25,300 units, an increase of 33.35% year-on-year; and the sales of the RAV4 were about 19,500 units, an increase of 7.2% year-on-year.

In terms of German car brands, FAW-Volkswagen and SAIC Volkswagen ranked first and third respectively in the sales ranking of automobile manufacturers in November 2021. Even so, the decline is still evident. Faw-Volkswagen sales were about 133,200 units, down 40.2% year-on-year, and SAIC-Volkswagen sold about 113,000 units, down 24.9% year-on-year.

French cars have come out of the valley And the Korean system has not yet seen any improvement

Compared with the decline in the market share of Germany and Japan, french car brands seem to have come out of the "bottom", and their market share in November increased by 0.3 percentage points month-on-month.

According to the sales data released by DPCA, in November, DPCA sold about 14,600 units, an increase of 158% year-on-year, which is the third consecutive month since September 2021 that DPCA has achieved monthly sales of more than 10,000 units. Among them, the Versailles C5 X delivered more than 5,000 units, and subsequent orders continue to be delivered. From January to November, the cumulative sales volume of DPCA was about 86,600 units, an increase of 97% year-on-year.

However, the Korean car brands that have been performing in the downturn have not yet come out of the bottom. A few days ago, it was reported that Li Hongpeng, vice president of commerce of Hyundai Motor Group (China), has submitted his resignation and joined Wanda Automotive Technology Service Co., Ltd. as president. This is already the third Hyundai executive to resign in 2021. Prior to this, Beijing Hyundai was also rumored to sell its factory again due to poor sales performance.

In terms of U.S. car brands, its market share was 5.5% in November, down 0.3 percentage points month-on-month. Saic-GM's November sales data showed that the monthly sales were about 100,000 vehicles, down 30.8% year-on-year.

Cui Dongshu believes: "With the comprehensive rise of the main independent brand enterprises, coupled with the dual integration policy of new energy vehicles and traditional vehicles, joint venture car companies need to have a more comprehensive system competitiveness to adapt to the Chinese market. ”

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