The three consecutive falls were terminated, and the car market finally turned red, and the cruelty did not decrease;
New energy surge, independent pressure joint venture, still "lack of core"...
Enough inner volume in 2021, who fell to the throne? Who killed the Red Sea?
Who is pinned?
Throughout 2021, FAW-Volkswagen, SAIC Volkswagen and SAIC-GM remain the top 3 in domestic passenger car retail sales. However, overall, the joint venture brands led by the first echelon showed a downward trend, and the three giants fell by 15.7%, 7.1% and 9.2% respectively year-on-year.
On the independent side, Chang'an, the Great Wall and BYD have a relatively good upward trend, achieving growth of 18.5%, 13.4% and 73.5% respectively throughout the year.
Source: Multiplying Association
One trades and the other, and the bearish is opposite. Unexpectedly, electrocution and lack of core achieved a year of independent ascension.
By the end of the year, the result of the confrontation between the two armies was that in December, Geely Automobile won over SAIC Volkswagen, Great Wall Motors surpassed Dongfeng Nissan, and SAIC-GM slid out of the TOP7.
In the turmoil of the German and American systems, the annual performance of the Japanese system is not too confusing as a whole, FAW Toyota and GAC Toyota have grown positively throughout the year, performing better than Dongfeng Honda and GAC Honda, and Dongfeng Nissan is still the first Japanese joint venture, but there is also a single-digit slowdown. However, if you look at the performance of December at the end of the year, Ryota and Nissan are significantly behind Hirota and Ichiho. A sharp decline is beginning to occur, and it remains to be seen whether this trend will continue into 2022.
Who is the biggest winner of new energy?
Tesla is fierce, but not as good as BYD.
Compared with the results of 416,300 vehicles in 2020, BYD achieved leapfrog growth in 2021 and squeezed into the top fifteen of the annual sales ranking, and the growth rate of new energy was particularly rapid.
Official data shows that BYD EV models sold 320,810 units in 2021, and DM models sold 272935 units, a ratio of 54:46. This is a significant improvement from 73:27 in 2020. Becoming the sales champion of new energy manufacturers in 2021 proves that BYD's "two-step" strategy of pure electricity and plug-and-mix has achieved certain success.
The second and third places in new energy vehicle sales in 2021 are SAIC-GM-Wuling and Tesla China. It is worth noting that the first echelon of new domestic car-making forces began to approach the 100,000 delivery mark, with Xiao Liwei in front; Nezha, Zero Run and Weima followed. However, the total annual delivery volume of the second echelon that was not on the list was scattered at 40,000-70,000, and the gap began to become prominent.
In addition, the performance of the joint venture brand zhongnanbei Volkswagen is acceptable, ranking 13th and 15th respectively, accounting for 46% of the mainstream joint venture brand share, reflecting the certain results of Volkswagen's electrification transformation. According to the analysis of the Association, in the new energy market, the new forces of car manufacturing have entered the club of ten thousand vehicles, and traditional car companies are in the rapid transformation, and the domestic car market will be a big arena for new energy vehicles in 2022.
Will the autonomous brother be replaced?
Independent brands are becoming more and more vigorous.
According to the data of the Association, in 2021, independent brands will occupy 41% of the market share, an increase of 5.6% year-on-year. Among them, the domestic retail share of independent brands in December was 46.3%, an increase of 6.9% year-on-year, and consumers' trust in independent brands gradually increased.
Among the independent brands, the drama of Geely, Chang'an and the Great Wall competing for supremacy is staged. In the 2021 manufacturers' retail sales rankings, Geely is still an independent brother, but its sales have not met expectations. According to the data of the Association of Automobile Associations, Geely's total sales in 2021 1247526 vehicles, down 2.8% year-on-year.
Geely officially disclosed that the total sales volume (including Lynk & Co) in 2021 was 1.328 million units, completing 87% of the annual target sales. In addition to the impact of the supply chain, Geely's decline is related to the focus on the launch of new models in 2021 in the second half of the year, leaving a shorter time for it to exert its strength.
In addition, the gap between independent brands is gradually narrowing, on the one hand, Geely has fallen for two consecutive years, and on the other hand, Changan, which ranks sixth, has grown for two consecutive years.
Changan sold a total of 942,110 vehicles in the whole year, an increase of 18.5% year-on-year. This is directly related to the hot sales of Changan Yidong, CS75, CS55 and other models. According to official data, the cumulative sales of the Yidong series in 2021 were 170,100 units, the CS75 series was 281,800 units, and the CS55 was 140,500 units. At the same time, Changan's high-end UNI car series will also sell 120,100 units in 2021, which will play steadily in different series models.
Can Geely hold on to the position of an autonomous brother? The answer will be revealed in 2022.
Who are the car spoilers?
In the last month of 2021, the first place in december car sales, it was won by an electric car: Hongguang MINIEV appeared as a spoiler and won the monthly laurel.
In the 2021 annual car ranking, Nissan Xuanyi won the sales championship, with a total of 513207 vehicles sold throughout the year, which is much ahead of Volkswagen Langyi. In the top ten, Corolla, Bora, Yinglang, Sagittarius, Leiling, Camry and Emgrand are all stability players. But throughout the list, the top fuel models have more or less declined.
Electric models are the opposite, mostly out of the blue.
Hongguang MINIEV ranked third in the year with 395451 vehicles, an increase of 250.7% year-on-year. BYD Qin ranked twelfth in the whole year, an increase of 226.7% year-on-year. As the penetration rate of new energy continues to rise, the traditional fuel car market is facing greater challenges.
How fragrant is the A00-class electric sedan?
In the 2021 new energy car retail sales ranking, A0 and A00 class models are the majority. Nine of the top 15 are A0 and A00-class models. Since 2020, the sales share of A00-class electric cars has been rising, driving many independent brands into the market.
Among them, Hongguang MINIEV has obvious advantages, selling 50,561 vehicles in December, with a cumulative sales of 395451 vehicles throughout the year, ranking first in the two major lists of monthly and annual.
A00-class cars contribute to the penetration rate of new energy, but because A00-class low-end electric vehicles account for more than 30%, the penetration rate of new energy is artificially high.
The top of the A-class car new energy list is the BYD Qin, which is gaining momentum. BYD Qin increased by 485.7% year-on-year in December, and has become the sales champion of domestic independent brand cars for many consecutive months. BYD's vehicle sales in December 2021 were 99,112 units, with a cumulative 740131 units in the whole year, an increase of 73.34% year-on-year.
The spoiler of the B-class new energy sedan is the Model 3 that "killed crazy" in price cuts and price increases. According to the data released by Tesla, the Shanghai Gigafactory has contributed nearly 160,000 new cars to Tesla's overseas markets in more than 10 countries such as Europe (Denmark, Switzerland, Sweden, Spain, the Netherlands) and Asia (South Korea) in the past year, of which the Model 3 model export volume reached 130,000 units.
BMW into the king of high-end cars?
The laurel of the domestic luxury market champion was taken off by BMW. The first and second places in the 2021 annual high-end car retail ranking are the 5 Series and the 3 Series, respectively. Official data shows that BMW delivered a total of 846237 vehicles in 2021, an increase of 8.9% year-on-year. Among them, the annual sales of the 3 series, 5 series and X3 exceeded 150,000 units, and the annual sales of the 4 series exceeded 10,000 units, an increase of 109.7% year-on-year. In addition, the annual sales of the X5 exceeded 50,000 for the first time, and the annual sales of the X7 exceeded 10,000.
But the most surprising model on the annual list is the Hongqi H9. The model is also the only independent high-end sedan on the list, with a year-on-year increase of 202.6%. In recent years, FAW Hongqi has performed well in growth, from 100,000 units sold in 2019, to 200,000 units in 2020, and then to more than 300,000 vehicles in 2021, and the brand power and sales have increased rapidly.
Who is the high-end SUV growth king?
Model Y ranked first, with the ideal ONE growing the fastest.
In early 2021, Tesla dropped a bombshell on the SUV market. The price of the domestic version of Model Y was reduced, and the price of the long-endurance version was 339,900 yuan after subsidies. In July, Tesla launched the Model Y standard endurance version, and the price dropped to 276,000 yuan. Although there was a slight increase in production capacity constraints, thanks to the aggressive pricing strategy, coupled with the impact of brand effects and intelligent advantages, the sales of this model were in the dust. In the end, the Tesla Model Y sold 169853 vehicles throughout the year, and in December alone it was 40,000.
In addition, the ideal ONE performance is also very impressive. Looking at the whole year, Ideal ONE ranked fifth in the high-end SUV retail sales list, an increase of 177.4% year-on-year. In particular, sales in December reached 14,087 units, a year-on-year increase of 130.0%, ranking second in the monthly list.
The good results made Li Xiang, the founder and CEO of Ideal Auto, boldly open the wheat, and he posted a statistical chart called "24-month Challenge medium and large SUV sales champion" on Weibo, and compared the sales of ideal ONE with the sum of medium and large SUV sales of the Volkswagen brand. The successful product card slot also makes the ideal rank in the top 3 of the new force with bicycles.
From the perspective of the whole year of 2021, traditional luxury car companies are still at the head of sales, and the cumulative sales of BMW X3, Audi Q5 and Mercedes-Benz GLC have exceeded 100,000.
In the top fifteen new energy SUV sales in 2021, BYD won three places, and the Dynasty family Song Tangyuan was on the list. WEILAI also has ES6, EC6 and ES8 on the list, as a domestic luxury brand with an average price of more than 400,000, its performance is also remarkable.
Nezha V, which ranks fifth, is also regarded as an entry-level new energy SUV disruptor, with annual sales in 2021 increasing by 1536.9% year-on-year. With the blessing of this strong model, Nezha ranked among the first echelon of sales of new forces in the second half of the year.
Among the models on the list, most of the medium and large SUVs, from the price can also be seen, high-end has become the main theme of this year. Compared with cars, new energy SUVs are the main models that impact high-end. Under the siege of new forces, traditional luxury brands are slightly weaker, and only BMW X3 BEV is on the list in the top 15.
Is there still a blue ocean in the MPV market?
The MPV market is moving from the blue ocean to the red ocean. Both joint venture brands and independent brands have launched their own MPV models in an attempt to get a piece of the market.
Although the overall share of the MPV segment has shrunk slightly in 2021, the strong models have not been affected by this. Most of the models on the list have seen significant year-over-year growth, which shows that in this segment, limited purchasing power is converging in the direction of products with stronger comprehensive product strength.
The top two in the MPV sales list are always occupied by the National God Car Wuling Hongguang and Buick GL8, and Wuling Hongguang 252214 vehicles. Buick GL8's position in the commercial field is difficult to shake in the short term, but in the increasingly diversified MPV model environment, home and high-end have become the main theme of the market.
In the mid-to-high-end MPV market, Xena and Alpha can still achieve mark-up sales. It can be seen that whether from the demand side or the market side, the high-end MPV market has certain potential.
Among them, the third place in annual sales is Trumpchi M8, an increase of 95.2% year-on-year. Some analysts said that the growth of Trumpchi M8 is mainly due to the accurate user group positioning, aiming at consumers who pay more attention to products and services in the mid-to-high-end MPV market.