Recently, major independent brands have successively released 2021 sales report cards. Looking back at 2021, the global epidemic has led to chaos in the global supply chain, and the automobile as a heavy industry, the shortage of chips is to make many domestic car companies "smart women are difficult to cook without rice", the market difficulty is not lower than in 2021, fortunately, the domestic epidemic is properly controlled, creating a relatively good market environment, so there are still many car companies to give a good report card, so which one is happy and which one is worried?
BYD
Cumulative sales in 2021: 730,000 units
Sales target for 2021: 750,000 units
Sales completion: 97.34%
Since the launch of the DM-i super hybrid system, BYD's sales have ushered in explosive growth, in 2021 BYD annual sales of 730,093 vehicles, an increase of 75.4% year-on-year, it is worth mentioning that BYD's new energy vehicle sales of 593,745 vehicles, accounting for 81.3% of sales, an increase of 231.6% year-on-year, making a number of car companies envious. Although BYD did not achieve the sales target of 750,000 vehicles in 2021, I think it is very good to have such achievements last year, a veritable leader in new energy of its own brand.
In recent years, BYD has launched a lot of explosive models, such as Qin PLUS DM-i and Song PLUS DM-i, etc., in short supply, the time to pick up the car has to wait for several months, which shows their popularity, and bydir Han who has impacted the high-end market is favored, and the consumer market's call for "Han DM-i" is also quite high, BYD will launch a new high-end brand in the future, and continue to promote the brand upwards. In 2021, BYD's "e-net" was upgraded to "ocean network", focusing on the young market, and the dolphin, the first new car of pure electric e platform 3.0, broke through sales expectations, obtained a good market response, and has a series of warships in the future. In the future, "Ocean Network" and "Dynasty Network" form a two-line matrix, if BYD can further expand the market, then sales in 2022 will be considerably improved.
Chery
Cumulative sales in 2021: 847,000 units (own brand) / 960,000 units (Group as a whole)
Sales target for 2021: 1 million units (Group as a whole)
Sales completion: 96.19%
Chery Automobile (excluding joint ventures) sold 656,000 units (including exports) in the whole year, an increase of 46.3% year-on-year, Tiggo 8 series, Tiggo 7 series and Tiggo 5X sales accounted for more than 65%; positioned lower than Chery's annual sales of 154,000 units (including exports), an increase of 17.9%; but the positioning of high-end Xingtu sales is lagging behind, the annual sales in 2021 is only 37155 vehicles (including exports), if Xingtu is a little more competitive, That Chery Group's sales target for this year can be completed, but Xingtu has just released the Star Core Power ET-i full engine super mix, and perhaps its sales in 2022 can be surprised.
It is worth noting that Chery's export sales of vehicles this year reached 269,100 units, accounting for 27.98% of sales. Over the years, Chery Automobile has actively laid out overseas and has ranked first in the export volume of Chinese brand passenger cars for 19 consecutive years, and the export volume in 2021 increased by 136.3% year-on-year, which shows Chery's overseas strength.
In 2017, Chery Holdings (including the joint venture) had proposed a target of selling 1 million vehicles, but four years later, this goal has not yet been completed. In 2022, Chery Automobile even proposed the goal of "ensuring annual sales of 1.5 million vehicles, striving for 2 million vehicles, and annual operating income of 200 billion yuan", which caused a lot of controversy. Chinese car companies often like to set the goal high, and then gently fall, which is not surprising to us. Considering that Chery's sales performance in 2021 is very close to 1 million, and it has made breakthroughs in the field of new energy and overseas markets, it is also a small achievement.
Changan Automobile
Cumulative sales in 2021: 1.204 million units (passenger cars) / 2.3 million units (Group)
Sales target for 2021: 2.2 million units (Group)
Sales completion: 104.5% (Group)
On January 9, Changan Automobile announced its 2021 sales data - the cumulative annual sales of Changan Automobile Group (including joint ventures) exceeded 2.3 million units, up 14.8% year-on-year; the annual cumulative sales of Changan Chinese brand vehicles (including commercial vehicles) exceeded 1.75 million units, up 16.7% year-on-year; and the annual cumulative sales of Changan Chinese brand passenger cars exceeded 1.2 million units, up 23.1% year-on-year. Among them, Changan Automobile's annual cumulative overseas sales exceeded 110,000 units.
Changan Automobile Group is one of the few car companies that can achieve sales targets this year, but from the perspective of independent brand passenger cars, Changan Automobile's sales have not surpassed Great Wall Motors, ranking third among independent brand passenger cars. Of course, it is not easy to maintain a growth rate of more than 20% at the sales level of one million vehicles.
The annual cumulative sales of the CS75 series exceeded 280,000 vehicles, and the annual cumulative sales of the CS55 series exceeded 140,000 vehicles, which is a proper sales pillar; the annual cumulative sales of the UNI series exceeded 120,000 vehicles, which is worthy of recognition as a new series; the cumulative annual sales of Yidong exceeded 170,000 units, SUV and sedan; the annual cumulative sales of Changan Auchan exceeded 228,000 units, boosting the steady growth of Changan Automobile sales.
However, in the field of new fields, the performance of Changan's own brand passenger cars is flat, and it is worth mentioning that the annual cumulative sales of BenBen E-Star exceeded 70,000 units. Fortunately, Changan has launched the Blue Whale iDD hybrid system, which has completed the shortcomings of Changan's own brand passenger cars in the field of new energy, and Avita is also coming, so the continuation of growth in 2022 is a high probability event.
Great Wall Motors
Cumulative sales in 2021: 1.28 million units
Sales target for 2021: 1.49 million units
Sales completion:85.97%
Great Wall Motor sold 1,280,993 new vehicles in 2021, up 15.2% year-on-year. Overseas sales of 142,800 units increased by 103.7% year-on-year, of which the overseas performance of Great Wall pickup trucks was very eye-catching - the cumulative overseas sales of 43,599 units, a sharp increase of 119% year-on-year, accounting for 30.5% of the total overseas sales. In recent years, Great Wall Motors has also begun to exert efforts in overseas markets, accelerating the construction of overseas factories, and its overseas sales are currently second only to Chery in its own brands.
Although the sales completion of Great Wall Motors this year seems to be only 85.97%, at the beginning of the year, Great Wall's sales target for 2021 was 1.21 million vehicles, but only in May it raised the sales target to 1.49 million vehicles, so now the annual cumulative sales of great wall are in line with the initial expectations.
The Haval brand is the main sales force of Great Wall Motors, with a cumulative sales of 770,008 vehicles in 2021, accounting for 60.11% of the total annual sales, of which the Haval H6 sold 370,437 vehicles in the whole year, close to 50% of the cumulative sales of the Haval brand in the whole year.
Once the Great Wall relied on Haval H6 a god car sold all over the country, but a company only rely on a product to hit the market is obviously unhealthy, so in recent years we can see that Great Wall Motors actively seek multi-directional development, and now the Great Wall has Haval, WEY, Great Wall pickup, Euler, tank and Salon six major brands, of which the Salon brand has just launched the market Still need time to observe, WEY brand sales in 2021 is only 56,560 vehicles, down 29.19% year-on-year, need to be adjusted, However, the other four brands have a good sales performance, especially the Euler brand, which has sold 134,840 vehicles in 2021, an increase of 139.82% year-on-year, and accurately stepped on the outlet of new energy.
With the introduction of a series of new technologies, including lemon DHT, and the car-making method of "casting a wide net, collecting more fish, and selecting the best from it", the sales situation of Great Wall Motors in 2022 is very good.
Geely Automobile
Cumulative sales in 2021: 1.328 million units
Sales target for 2021: 1.53 million units
Sales completion: 86.79%
In 2021, the sales volume of its own brands will still be Geely Automobile , with a cumulative annual sales volume of 1,328,029 units, of which exports reached 115,008 units, an increase of about 58% year-on-year. However, the overall year-on-year growth is much inferior to THATD, Chery and the Great Wall, only 1%.
In 2018, Geely set a sales record of 1.5008 million vehicles, but in the following three years, Geely's sales have never been able to break through, and have been hovering around 1.32-1.36 million vehicles, failing to complete the sales targets of the year, and the "20200 Strategy" and "Blue Geely Action" have also failed. However, Geely is indomitable, and in November this year, Geely held the Longwan Technology Club in Hangzhou Bay, proposing a 2025 strategy, aiming at the group's sales target of 3.65 million vehicles in 2025 and 600,000 overseas sales targets in 2025.
The fast-growing Great Wall Motors and Changan Automobile can already look forward to Geely's back, but there is a saying that Geely has won the annual sales championship of Chinese brand passenger cars for many consecutive years, and this honor is worth affirming. The Chinese star series it created also achieved good results in 2021 - the annual sales reached 210,000 vehicles, becoming the sales pillar of the brand.
Lynk & Co brand sales reached 220,500 units in the whole year, an increase of 26% year-on-year, refreshing the record for the highest sales in history, Lynk & Co stands firm in the market, can feed Geely Automobile, play a role in enhancing the brand image.
In the field of new energy, Geely's new energy vehicles in 2021 total sales of 100,000 vehicles, an increase of about 47% year-on-year, the growth rate is quite a lot but still failed to beat the market, Geely new energy vehicles still need to work hard. Geometry car sales in the past two years sluggish, geometry A, geometry C sales are flat, fortunately in November launched ex3 kung fu cattle, with low prices into the market, is currently selling well. In order to promote the transformation of electrification, Geely launched a new Krypton brand in 2021, but its scale is still relatively small, and the competition for high-end electric vehicles of more than 300,000 is also extremely fierce, and the follow-up development of Extreme Krypton vehicles remains to be seen.
However, with the Geely "Thor Power" and "Thor Intelligence Hi · With the advent of the X hybrid system, Geely has been significantly enhanced in the field of new energy, and the future can be expected. After the completion of the model layout, Geely will have a great chance of getting out of the current new energy dilemma.
The editor said: Looking back at the performance of independent brands in 2021, it can be said that in addition to Geely, there is a considerable growth rate, and the domestic and overseas dual tracks go hand in hand, and it is gratifying to have such a table under the epidemic. However, we still have to see that the market share of independent brands in November last year was 41.2%, which is still far from the 50% entry threshold for the share of independent brands in automobile power, in recent years, Chinese brands have made long-term progress in appearance design, manufacturing grade, configuration and technology functions, but the current domestic competition pattern is still in the low-end market, brand reputation needs to be improved, and the dream of independent brands as an automobile power still needs to be strengthened.
In the field of new energy, BYD is thriving, the limelight is no different; although the Great Wall's Euler has recently been negative, sales are still rising, and the salon is already on the road, and it is expected that the first mass production car will land in 2022. Changan, Chery, and Geely have also released their own new energy technologies, with strong potential. Overall, although the subsidy for new energy vehicles will decline in 2022, the market prospects for domestic new energy passenger vehicles are still optimistic.
As for the pure fuel vehicle market, independent brands have been working in this field for many years, in the context of the fuel vehicle technology "seal" market, independent brands have won the time to catch up, it is commendable that Great Wall and other manufacturers are still investing in a large number of supplementary engine research and development, such as its 3.0T+9AT powertrain in mass production in 2021, realizing the breakthrough of Chinese brands in completely independent mass production and development of V6 engines; BYD, The thermal efficiency and technical content of the engines developed by brands such as Changan for the hybrid system are in the leading position in the industry; while GAC Trumpchi took the THS system and successfully matched the 2.0T engine, winning the praise of Toyota's R&D department and opening up their new horizons, Toyota people did not think that this hybrid system could match the turbocharged engine. At the same time, we should pay more attention to the fact that in the era of new energy transformation, independent brands will collectively enter the era of strong hybridization, and their ability to respond to the mandatory requirements of emission regulations will be further improved, which is an important factor in whether their sales in 2022 can break through.