For traditional car companies, the tests faced in 2021 are undoubtedly more. Although some car companies have a huge volume and annual sales are also in the forefront, they have no choice but to have a higher base in previous years, and they have not made further breakthroughs in the multiple difficulties last year, and sales have declined year-on-year; in some major sections of the automobile group, the performance of independent brands is remarkable, but the joint venture plate has dragged its legs; the annual sales of individual brands have been cut off, which is closely related to their own operating conditions and ideas. There are also some commercial vehicle companies, because their industries are affected by the epidemic, the decline is inevitable.
This article uses the public data of enterprises, the China Association of Automobile Manufacturers, and the data released by the All-China Association of Automobile Manufacturers as a reference to list ten companies and brands whose sales fell year-on-year last year (some car companies that have not yet released specific data are excluded).
1
GAC FCA Jeep: Down 50.33% year-on-year
As a car brand with a "story", Jeep's survival in China is quite regrettable. In the latest data released by GAC Group, GAC FCA Jeep sold only 20,123 vehicles in 2021, compared with 40,513 annual sales in 2020, down more than 50% year-on-year.
If you estimate by monthly sales, last year' GAC FCA Jeep could only sell an average of about 1677 vehicles a month. GAC FCA Jeep currently has four models, including the Guide, The Free Light, the Liberty Hero and the Grand Commander, of which the Guide accounts for more than 40% of the total sales of the Jeep brand. Combined with the policy of "abolishing the restriction on foreign ownership of passenger cars in 2022" proposed by the National Development and Reform Commission, GAC FCA does not rule out facing a large degree of equity adjustment.
2
GAC Mitsubishi: Down 11.99% year-on-year
Although there is user recognition of the king of Japanese car off-road, the life of GAC Mitsubishi is not good now. The market performance of the brand's products was not satisfactory, with annual sales of only 66,000, down 11.99% year-on-year.
The market performance of the brand's products has been seriously imbalanced, and since Pajero's suspension of production, it has basically relied on Outlander to support the situation. Since its launch in 2018, the compact SUV Yige has also experienced a brief "highlight" moment the following year, and then its performance has taken a sharp turn. Last year, the cumulative sales volume of the car was less than 4,000 units.
Obviously, the biggest problem facing GAC Mitsubishi at this stage is that the pace of product updates is too slow, especially the "electric shock" products are too slow, and in the context of the in-depth transformation of competitors to the "new four modernizations", they still rely on "eating the old" and have been increasingly marginalized.
3
BEIJING Motor: Down 9.5% y/y
According to the sales data released by the China Association of Automobile Manufacturers, BAIC Motor sold 1.723 million units in 2021. This is down 9.5% compared to 1.904 million units in 2020.
Among the BAIC brands that have announced sales, Beiqi Foton released data showing that sales exceeded 650,000 vehicles in 2021, down 4.43% year-on-year. Among them, the sales volume of new energy vehicles was 8540 units, an increase of 24.25% year-on-year. In terms of BAIC BJEV, last year's cumulative sales were 25,900 units, an increase of 0.82% year-on-year. However, from the performance of the first half of the year, the sales volume of BAIC's independent sector was not ideal, and the sales volume of independent passenger car brands fell by 31.6%. Among them, ON THE BASIS OF BAIC Motor's sales decline of 51% in 2020, it fell by 21.1% year-on-year in the first half of 2021. On the basis of the 82.79% decline in sales in 2020, Beiqi Blue Valley fell by 52.66% year-on-year in the first half of 2021.
In the joint venture section, Beijing Hyundai did not release the overall brand data for 2021, but only released the sales of several models with decent performance. For example, the seventh generation of Elantra sold more than 130,000 vehicles last year, and the new ix35 sold 82,900 vehicles for the whole year.
According to the sales statistics of the Association, the cumulative sales of Beijing Hyundai in the first 11 months of 2021 were 320232 units, down 33.95% year-on-year, and only 57.16% as of November compared with its annual sales target of 560,000 vehicles. Beijing Benz sold 458,400 passenger cars in the first ten months of last year, down 7.28% year-on-year.
4
FAW Group: Down 5.53% year-on-year
According to the sales data released by the China Association of Automobile Manufacturers, FAW Group's cumulative sales volume in 2021 is 3.501 million units. In 2020, the group's annual sales reached 3.706 million units.
In the past year, the Hongqi brand achieved sales of more than 300,000 vehicles, an increase of 50% year-on-year; Jiefang brand achieved sales of more than 440,000 vehicles, down 7.23% year-on-year. Since the data released by FAW Hongqi is wholesale sales, that is, the data of the main engine factory supplying to dealers in batches, there is a certain gap with the sales volume that is finally reflected in the market. It is understood that the sales target of FAW Hongqi in 2021 is 400,000 vehicles, although the sales target was not completed on schedule, but under the influence of parts shortage, FAW Hongqi can also achieve 50% year-on-year growth, and last year's performance was still remarkable.
As an independent high-end brand of FAW Group, Hongqi was once on the verge of delisting. Since the release of the new brand strategy in 2018, it has increased by 203% to 100016 vehicles in 2019, while Hongqi's cumulative sales in 2020 exceeded 200,000 vehicles, and in 2021, it will reach 300,000 units. At the product level, Hongqi H9 also ranks in the top ten in the sales ranking of high-end cars, and it is also the only model to be included in the list of independent brands.
5
Dongfeng Group shares: down 5.29% year-on-year
In 2021, the company sold a total of 3.2753 million vehicles, down 5.29% year-on-year.
In the passenger car segment, the company sold 2,576,800 new vehicles in the whole year. Among them, the sales of self-owned brand passenger cars were 542,000 units, an increase of 32.2% year-on-year, and the sales of joint-venture brand passenger cars were 2.0348 million units. In 2021, Lantu Automobile delivered a total of 6,791 units; Dongfeng Fengshen sold 121,600 units, an increase of 73% year-on-year; Dongfeng Fengxing sold 122,200 units, an increase of 26.8% year-on-year; Fengguang, Xilisi, etc. sold 160,900 units, an increase of 2.3% year-on-year; Dongfeng Nissan Venucia sold 81,000 units, an increase of 0.6% year-on-year; Dongfeng Nissan sold 1,000,300 units; Dongfeng Honda sold 761,900 units; and Dongfeng Yueda Kia sold 163,400 units. After the brand renewal, DPCA's annual sales reached 100,600 units, an increase of 100.1% year-on-year.
Although the sales figures are not worth mentioning in the eyes of other brands, it is the most important thing to restore healthy development. Among the two major French brands of Dongfeng Peugeot Automobile, Dongfeng Peugeot has sold 51,056 vehicles, an increase of 74% year-on-year, and Dongfeng Citroen's sales have increased by 137% year-on-year. In particular, the Versailles C5 X, which was launched in late September, has a cumulative delivery volume of 12,114 vehicles, and it took only one quarter to become the annual sales king of the French system.
In addition, Dongfeng commercial vehicles sold 698,500 vehicles in the whole year. Among them, Dongfeng commercial vehicles sold 177,400 units, and Dongfeng light vehicles sold 182,500 units, an increase of 5.7% year-on-year.
6
Foton Motor: Down 4.43% year-on-year
Foton Motor sold 650018 vehicles last year, down 4.43% from 680166 in 2020.
Commercial vehicles account for the vast majority. In terms of commercial vehicles, Foton's heavy truck sales were 105387 units, down 28.52% year-on-year; medium-sized trucks sold 75,875 units, up 57.19% year-on-year. That is to say, Foton's cumulative sales of medium and heavy trucks (including non-complete vehicles) last year 181262 units, down 7.38% year-on-year; Foton light trucks (including Omarco, Aoling, Times and other sub-brands) sold 415676 vehicles, down 4.38% year-on-year. Foton Daimler Automobile, a joint venture between Foton Motor and Daimler, has accumulated sales of 103974 Auman brand medium and heavy-duty trucks in the whole year of 2021, down 18.99% year-on-year.
As for buses, the cumulative sales of large buses were 1599 units, down 46.34% year-on-year; the sales of medium-sized buses were 1127 units, up 8.89% year-on-year; and the sales of light buses were 43263 units, up 11.93% year-on-year. Passenger car sales were 7,091 units, up 0.44% year-on-year. Overall, the sales of new energy vehicles increased by double digits year-on-year, and the annual sales reached 8540 units, up 24.25% year-on-year.
7
Zhongtong Bus: Down 3.99% year-on-year
Zhongtong Bus announced the sales data of 2021, and from January to December 2021, the company achieved cumulative sales of 10,000 vehicles, down 3.99% year-on-year.
Last year, the company's cumulative sales of large buses were 4407 units, an increase of 10.62% year-on-year; the cumulative sales of light buses and logistics vehicles were 3000 units, up 22.5% year-on-year, but medium-sized buses fell by 34.52% year-on-year, and the annual sales volume was 2641 units. In fact, in 2021, the recurrence of the epidemic has deeply disturbed all walks of life, and the bus industry is the first to bear the brunt. After all, bus models have their particularities, and the increase or decrease of large orders will seriously affect the production and sales of enterprises.
8
Guangqi Honda: Down 3.17% year-on-year
Due to the impact of chip shortage, Guangqi Honda's sales fell seriously in the third quarter of last year, and returned to normal levels in the fourth quarter, with cumulative sales in 2021 fixed at 780266 vehicles, down 3.17% compared with 2020.
Among them, the cumulative sales of the brand's sedans are 348467, and the cumulative sales of SUVs are 382671. In terms of cars, Accord became the sales director of the Guangqi Honda family, with cumulative sales of 201301 vehicles in the whole year, followed by Fit, with annual sales of 96,326 units, an increase of 53.8% year-on-year. In addition, the recently listed type is expected to become a new growth point of GAC Honda, the car cut into the sports compact market, according to GAC Honda officially revealed, the type of two weeks of listing orders have exceeded 10,000.
9
Xiaokang shares: down 2.55% year-on-year
According to the sales data released by Xiaokang Shares, the company's cumulative sales last year were 266616 vehicles, a year-on-year decrease of 2.55%. However, new energy vehicles became the company's bright spot last year. In the whole year of 2021, the sales volume of new energy vehicles of Xiaokang Co., Ltd. was 41,440 units, an increase of 104.39% year-on-year.
Of course, last year, Xiaokang shares attracted the most attention in the industry, which was the joint launch of the "Xilis Huawei Smart SF5" main model with huawei, and also became the first electric vehicle brand to enter Huawei's sales network, and the AITO brand new energy vehicle built on the same platform and equipped with Huawei's Hongmeng system has also made a new appearance.
10
SAIC Motor: Down 2.45% year-on-year
The sales volume of domestic listed car companies "Jumbo" last year was still the largest. Full-year sales reached 5,463,500 units, but down 2.45% year-on-year. It can be said that it is not only down from 5.6 million sales in 2020, but also far from the sales target of 6.17 million vehicles set at the beginning of last year.
From the perspective of the group's branches, the two joint venture brands have both declined. Among them, SAIC Volkswagen's cumulative sales of 1.242 million vehicles in the whole year, down 17.50% year-on-year, and SAIC-GM's cumulative sales of 1.3315 million vehicles in the whole year, down 9.26% year-on-year. New energy vehicles have become a new profit growth point for SAIC, with cumulative sales of 732,600 units, an increase of 128.93% year-on-year.
For SAIC, the joint venture brand is seriously affected by the lack of cores, and the switching of independent brand chips is faster. Therefore, SAIC Motor has accelerated the pace of promoting the localization of vehicle-grade chips, and has clarified the localization strategy of relevant core chips, and promoted a total of 75 chips to complete localization development and enter the mass production and application of the whole vehicle.
(Note: The data in the text comes from the production and marketing express of various enterprises, the China Association of Automobile Manufacturers, and the All-China Federation of Passenger Vehicles)
Nandu reporter Liang Luozhe