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Mirror view 2021丨 Two brands read the 2021 joint venture market, Volkswagen wins the future, Toyota grasps the present

Chips, power rationing, luxury brands continue to explore, independent brands continue to strengthen themselves, and the stock ratio is close to liberalization... For the joint venture market, recalling 2021 seems to be a good word. It is said that the car market is full of joy and sorrow, and there are not many companies that can laugh out of the joint venture market last year, and Toyota is one.

Mirror view 2021丨 Two brands read the 2021 joint venture market, Volkswagen wins the future, Toyota grasps the present

Toyota kills the crazy joint venture market, and FAW Toyota hit millions of sales in the coming year

Especially remember that in 2020, Toyota Motor lost to Honda with a negligible sales difference, ranking third in the Chinese market, and in 2021, Toyota achieved a rebound, and the north and south combined to win a sales performance of 1.683 million units, ranking second, and it is also the only joint venture brand in the million-level sales camp to achieve growth. Toyota's total sales are still a lot worse than Volkswagen, but the former north and south Toyota have an 8% year-on-year growth point, while Volkswagen's sales are declining, one goes up and one goes down, and the long-term gains and losses can be seen.

The achievements of the double growth of North and South Toyota are inseparable from Toyota's short-term layout strategy. Many joint venture brands have experienced a short-term decline in sales in the past two years, in large part because they are betting on the pure electric market, and the electrification transformation of the overall car series has obviously affected the market situation of fuel vehicles and hybrid vehicles. Although it is most important for a century-old international big name to win the future, the premise is that there is a future in the present, and Toyota, which is well versed in this principle, does this.

Judging from the dynamics of the automobile market in the past 2 years, it is difficult for the development of charging infrastructure to keep up with the pace of development and sales of electric vehicles, and the problem of social infrastructure is obviously beyond the controllable scope of the "automobile circle". In 2021, the construction of charging facilities in Chinese mainland is 936,000 units, and the cumulative pile-to-vehicle ratio is 1:3.7, which is obviously a long way from the ideal 1:1 vehicle-to-pile ratio.

The length of this road has become an opportunity for Toyota's sales to soar.

Take FAW Toyota as an example, at the beginning of 2021, the company set itself a sales task of 920,000 units, which is obviously set in the direction of double-digit growth in 2021 and million sales in 2022. As a result, FAW Toyota completed sales of more than 860,000 units in 2021, although it is still a little far from expectations, but still completed an 8% increase. This growth data is not an exaggeration for Toyota, but it is still very valuable in the overall declining market. In the past year, FAW Toyota is mainly busy in the fuel vehicle market, from the Asian dragon, land release to Lingfang, FAW Toyota almost made up for all market segments, if you add GAC Toyota's MPV Sena, Toyota almost completed the entire layout of the Chinese market, and then go up, it is handed over to Lexus.

If you look at the sales of bicycles, FAW Toyota's failure to complete the sales task of the "pot" is obviously to blame on the Asiatic Lion, the listing half year only 30,000 in Taiwan, obviously and other models sales gap is too large. Compared with faw Toyota's two major signs, Corolla has achieved more than 330,000 units, and RAV4 has completed annual sales of more than 200,000 units. The gap is evident.

It can be seen that FAW Toyota wants to complete the breakthrough of million sales in 2022, and still has to increase its efforts on the "Asian" family, and the optimism of the hybrid market is also a great opportunity for Toyota. Of course, as a media, Yipin Automobile still wants to say to Toyota that it is right to look at the present, and do not lose the future.

Mirror view 2021丨 Two brands read the 2021 joint venture market, Volkswagen wins the future, Toyota grasps the present

The speed of transformation is comparable to that of the new forces of the public, and the sales life is ten thousand years longer than that of Nanshan

In 2021, Volkswagen sold 3.213 million units a year, FAW-Volkswagen contributed more than 1.77 million units, down 15.7% year-on-year, and SAIC Volkswagen sold more than 1.45 million units, down 7.1% year-on-year. Just looking at the negative year-on-year growth is really a pinch, but the Total Sales Volume of the Volkswagen brand is still riding the dust, compared with Toyota, which ranks second in annual sales, it still maintains a million-level gap. The author also always believes that as long as the public does not make big mistakes, it is the kind of brand that can live more than 10,000 years in Nanshan in China.

To be honest, what I admire most in 2021 is not Toyota, whose sales are growing against the wind, but the Volkswagen that makes people feel the most "conservative". Why? Let's take the EXAMPLE of FAW-Volkswagen.

Compared with the results of more than 2.1 million units in 2020, the results of FAW-Volkswagen in 2021 are really average. However, it is this decline in sales that gives us a glimpse of a vibrant FAW-Volkswagen.

Putting aside the clichéd problem of missing cores, you may notice that faw-Volkswagen in the whole year of 2021, fuel vehicles only launched a new car for medium and large SUV, and did not launch any low-end new models for "volume", which means that the Volkswagen Group has focused all its rest of its energy on transformation, and it is true. From the emergence of the ID brand to the completion of the initial layout now, Volkswagen has completed the road of the new forces to build cars for several years in just 1 year, which is also the real foundation of the century-old factory - when it really wants to turn the bow, the aftermath is enough to overturn the boat.

The surging growth of ID brands and the total difference in sales of millions of brands, it can be seen that the position of the public sales crown will take a long time.

Mirror view 2021丨 Two brands read the 2021 joint venture market, Volkswagen wins the future, Toyota grasps the present

Honda, which does not advance or retreat, is very tired of being made by the chip

Honda can be said to be the car company most affected by the chip, the performance of 1.573 million vehicles in 2021 is basically the same as that of 2020, in this turbulent year of the car market, the sales performance of the four flat and eight stable is not bad, the so-called no advance is retreat, and finally Toyota squeezed out the second place.

Guangqi Honda's annual sales of more than 780,000 units, a large part of the reason for the lack of growth results is in the sales of Wang Accord, the monthly sales of 20,000 units of Accord, because the lack of cores affected the monthly sales of production capacity once fell below 5 figures. In contrast, Dongfeng Honda, which sells more than 790,000 units a year, is not so seriously affected by chips, and more importantly, it has not launched a new volume model throughout the year, and it is still the three musketeers of Civic, CR-V and XR-V that support sales. Although there was a short wave of small outbreaks after the listing of Yingshipai, it was still a bit insufficient compared to its sister rival Accord.

Mirror view 2021丨 Two brands read the 2021 joint venture market, Volkswagen wins the future, Toyota grasps the present

Bottomed out and rebounded DPCA

Speaking of sales in the 2021 joint venture car market, the bottoming out of DPCA is a surprise for everyone. With the popularity of the Versailles C5 X, DPCA completed the annual sales task of 100,000 units ahead of schedule and continued to increase year-on-year for 13 months. In addition to the contribution of Dongfeng Peugeot to more than 50,000 units of sales, Dongfeng Citroen is to achieve a huge increase of 137% year-on-year, of which the C3-XR and C6 two models of the three-digit growth is indispensable, it can be seen that Citroën under the leadership of the new team, "pruning product branches and leaves" Action is timely and accurate, showing the resilience of the century-old brand and the determination to dominate the Chinese market.

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