According to data released by the Federation of Passenger Vehicles, retail sales in the passenger car market reached 1.816 million units in November 2021, down 12.7% year-on-year, down 6% from November 2019, and retail sales in November increased by 6.0% month-on-month, compared with November in recent years, up 4% month-on-month. Retail sentiment improved slightly in November, but overall was not strong.
Due to the obvious improvement in production in October, the retail sales recovery in November should be more pronounced, but the recovery rate is slower. The inventory level of models on sale is low, and although inventory has rebounded, it has not reached the warning line, which has an impact on sales.
In November, self-owned brand retail sales of 830,000 units increased by 2% year-on-year, 8% month-on-month, and 11% relative to November 2019. The domestic retail share of independent brands was 46.3%, an increase of 6.9 percentage points year-on-year. The wholesale market share was 46.9%, an increase of 6.2 percentage points over the same period.
Mainstream joint venture brand retail sales of 780,000 units in November, down 23% year-on-year, up 1% month-on-month and down 21% from November 2019. The retail share of Japanese brands in November was 22.2%, down 1 percentage point year-on-year. The retail share of the US market reached 9%, down 0.6 percentage points year-on-year. The share of the French system increased by 0.3 percentage points, and the supply of Ashkenazi brands gradually improved.
Wholesale sales of new energy passenger vehicles reached 429,000 units in November, up 17.9% month-on-month and 131.7% year-on-year. The penetration rate of new energy passenger vehicles in wholesale, retail and export has maintained significant growth. In November, the new energy passenger car market diversified, the highlights of traditional car companies were outstanding, and the sales volume of new forces car companies was generally better year-on-year and month-on-month, especially in Nezha, which exceeded 10,000 units.
Overall, although many brands are experiencing chip panic, the overall sales are still stable and rising, of which I am most interested in the changes in luxury cars and the smart car field led by many new forces. The former represents whether the consumption power continues to rise, and the latter represents the future development of the car.
The luxury car market is variable and the sales crown can change owners at any time
In fact, when it comes to the luxury car market, its monthly sales are the most elusive, and the fierce competition makes all car companies dare not relax, and even until the last moment, you never know what surprises it will give you. Speaking of this, I had to feel sorry for Infiniti for a few seconds, there was no figure on the luxury car sales list, and it was difficult to get a new car and "smash" it. The only consolation is that the good villain is also on a hot search!
Returning to the truth, according to the latest data from the Association of Automobile Manufacturers, the retail sales of luxury cars in November were 210,000 units, down 19% year-on-year and 17% month-on-month. It can be seen that the luxury car market is still popular, but it is subject to the impact of chip shortage, and its strength has not yet fully exploded.
First of all, in the high-end car sales list, there is simply no suspense, the market position of the three major brands of the BBA is unshakable, but some problems can be seen from the ranking. BMW 5 series of a riding dust dominates the top of the list, in the absence of core can also increase by 3.2% year-on-year, with 14385 units of sales exceeded the Mercedes-Benz E-class 13556 vehicles, it seems that this generation of BMW is still quite popular, with its balanced and comprehensive product power by consumers love.
In contrast, the Audi A6 is slightly inferior, although the sales volume in November is also 11814 vehicles, the year-on-year decline reached 33.6%, showing a significant backward trend.
Not only that, in the BBA's B-class sedan sales ranking, it is also bmw 3 series more than Mercedes-Benz C-class more than Audi A4, Audi A4 sales in November only 5863 units, a year-on-year decline of 62.2%, is the biggest decline in the list of models, it can be seen that compared with BMW and Mercedes-Benz, Audi is in a more severe dilemma.
However, the surprise is that the luxury car ranking sees the figure of domestic brands. The self-owned luxury car Hongqi H9 sold 3735 new cars, an increase of 25.9% year-on-year, ranking seventh; Hongqi E-QM5 sold 1372 units and ranked ninth. In addition, the popularity of Hongqi models has remained high, and the image of its luxury brand positioning has become more and more accepted by everyone.
Compared with the "calm" on the car list, the list of luxury SUVs has changed greatly, and the top three of the list have appeared "strange" models, that is, the ideal ONE with a delivery volume of 13485 units. In addition, the first place is also the new energy vehicle - Tesla Model Y, sales soared to 23,117 units in November, becoming the only model on the list with sales of more than 20,000!
As for the BBA brands that everyone cares about, they have lost the first and second places in the luxury SUV market in November, and the best-selling Mercedes-Benz GLC sold a total of 12,269 new cars in November, followed by the Audi Q5L and BMW X3, with sales of 11,411 and 10,436 units, respectively.
In the lineup of second-tier luxury brands, volvo XC60 and Cadillac XT5 ranked sixth and tenth respectively, and sales in November were 5390 and 3789 vehicles, respectively, which naturally could not escape the fate of falling. In addition, Volkswagen Tuon, Weilai ES6, Mercedes-Benz GLB also on the high-end SUV list, as last year's sales champion of medium and large SUVs, Volkswagen Tuon's performance this year is not satisfactory, this year's cumulative sales have dropped by 13.1%, the market has also been the ideal ONE to catch up.
Nowadays, the new forces to build cars is no longer the past with low prices to beat the market, when their bicycle prices gradually catch up with BBA many traditional luxury brands, its sales can continue to grow, and even some models can surpass traditional brands, which also makes BBA and other brands feel the pressure, electrification change is the beginning of their breakthrough!
Is "chip panic" fake? Many new forces have reached new heights
After talking about the luxury car market that everyone is interested in, the next part is the new power part that I am interested in. Not long ago, at least 10 car companies released november sales of new energy vehicles, which is really too much! Even the "thick eyebrows and big eyes" of the public have joined the sales express volume contest. Although I personally am not very receptive to buying electric vehicles, this does not prevent me from seeing the excitement of many domestic brands rising in the field of new energy.
Slightly unexpectedly, Xiaopeng Automobile's sales performance in November was strong, with deliveries jumping to 15,613 units, an increase of 54% month-on-month, a year-on-year increase of 270%, and a record high. Not only did it win the top position in the sales list of new car-making forces for two consecutive months, but also achieved delivery of more than 10,000 units for three consecutive months.
Among them, Xiaopeng P7 delivered 7839 vehicles, an increase of 30% month-on-month; G3 series products delivered 5620 vehicles, an increase of 54% month-on-month. The P5 delivered 2154 vehicles. In the 1-11 months of this year, Xiaopeng Automobile delivered a total of 82,155 vehicles, an increase of 285% year-on-year. This year's cumulative delivery volume surpassed WEILAI for the first time, becoming the first new car-making force.
The ideal results are even better, with the ideal ONE 1 car alone, the ideal car also achieved deliveries in November exceeded 10,000, reaching 13,485 units, an increase of 190.2% year-on-year, and also hit a record high. This is also the first time that a Chinese brand model with a starting price of more than 300,000 yuan has achieved a single month delivery of more than 10,000 yuan, setting another milestone for high-end models of Chinese brands.
From January to November this year, the total delivery volume of ideal cars reached 76,404 units. Since its delivery, the cumulative delivery volume of Ideal ONE has reached 110,000 units. The ideal ONE accurately hit the dad market with a large space of extended range + 6 seats, not only successfully knocked the three-row SUV king Toyota Highlander off the horse, but also transformed many luxury brand owners, further enhancing the awareness of Chinese brand high-end models in the target consumer group.
As the top brand of "Wei Xiaoli", WEILAI Automobile delivered 10,878 new cars in November, an increase of 105.6% year-on-year, and set a record monthly delivery. At the same time, this is also the second time that WEILAI has achieved monthly delivery of more than 10,000 yuan after September. From January to November this year, NIO delivered a total of 80,940 new cars, an increase of 120.4% year-on-year. Weilai's history has delivered 156581 vehicles.
Although Weilai's delivery data does not seem to be as strong as before, his existing ES8, ES6 and EC6 models, the average price of products is nearly 400,000, and achieving such achievements is an achievement that has never been seen before. Next year, with the launch of ET7 and two other new NT 2.0 platform models, NIO will usher in a big year of products, and sales are expected to usher in significant growth.
Nezha car is the most surprising to me, with the strong play in the B-end market, Nezha automobile, which has not been loud, has actually maintained a very good level of overall sales this year, and in November, they delivered 10,013 new cars, setting a record of "breaking ten thousand", an increase of 372% year-on-year.
From January to November, the cumulative delivery of Nezha Automobile has reached 59,547 units, an increase of 393% over the same period last year, and the total delivery volume of the brand has also reached 85,850 vehicles. At present, Nezha Automobile still shows a very good upward trend after the successful marriage with 360. However, for the strong sales of Nezha Automobile, some people will also question the credit for the online car and shared car market, but no matter what, it is not easy for Nezha to achieve the result of "breaking 10,000" in the monthly delivery.
In addition to the outstanding results of the above brands, the Lantu FREE performance of the same range as the ideal ONE is not satisfactory, and the delivery volume of the Landu FREE in November was only 1139 vehicles, which is really disappointing for a model that has been on the market for 4 months.
Also backed by traditional brands, with the joint efforts of up to five models, the delivery of the ID family was successfully pushed to 14,167 units in November, up 11.2% again compared with October. At present, the biggest problem facing the ID family is how to make consumers perceive the high value of ID models in driving and riding.
From the digital point of view alone, after the sales volume has risen steadily, the new energy vehicle market has already ushered in an inflection point, but after the excitement, we must also think about how the development path of new energy vehicles should go in the future, after all, sales will always rise to the end of the day, especially in China's new car market has gradually transformed into the stock market today, with the saturation of the market and the withdrawal of subsidy policies, the challenge of new energy vehicles may have just begun.
Written warmly
Editor-in-Chief Sun Chen
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