After a decline of -6.3% in 2020, the domestic passenger car market grew by another 6.7% in 2021 to 21.098 million units. Macro, the overall scale is stagnant compared to two years ago, but below the overall figure, the market pattern has changed dramatically.
According to the batch sales data that car companies are most accustomed to using, among the manufacturers that entered the Top 15 in 2021, the independent camp reached 7 (including SAIC-GM-Wuling), and the sales scale reached 7.03 million, compared with the 8.66 million units of the remaining 8 joint venture car companies, the gap still exists, but it has been greatly reduced.
Changes in market share can better reflect the dynamic trend of the entire market. Among the 8 joint ventures in the Top 15, 6 have experienced significant declines, while the remaining FAW Toyota and GAC Toyota have barely remained the same as in 2020 and have not achieved growth. Obviously, the share lost by these head joint venture manufacturers is basically occupied by independent brands.
Changan Automobile increased from 4.9% to 5.7% in 2020, Great Wall increased from 4.5% to 5.0%, Chery increased from 3.2% to 4.1%, BYD increased from 2.1% to 3.5% ... For a market size of 20 million vehicles, every 1 percentage point increase in share means an increase of more than 200,000 vehicles. The past year's self-government and joint venture camps have gone hand in hand.
Of course, the wholesale sales themselves include the export volume of some car companies to overseas markets, such as SAIC's 825,000 batch sales of passenger cars, including 290,000 exports, and in terms of retail sales in the domestic market, its ranking directly fell out of the Top 15. As for other car companies, there are certain differences in the scale of retail sales and batch sales, but the overall situation is basically the same.
2021 is an interesting year, every car company has a very interesting change, but not to make a thousand words of long talk. You may wish to simply and neatly, make some analysis of each car company in a simple and simple way, form a short review of more than a thousand words, and record the big and small events that should not be easily ignored in the past year, as well as their own feelings.
Geely Automobile is still the sales handle of the autonomous camp, so let's start with it.
● Geely Automobile
In 2021, the wholesale sales volume was 1.328 million units, an increase of 0.6% year-on-year, and the market share was 6.3%;
Retail sales in 2021 were 1.213 million units, down 2.8% year-on-year and 6.0% market share;
Whether it is wholesale or retail, Geely is the undisputed independent car company sales crown in 2021, but at the same time it is the only car company in the Top 15 list to suffer a decline in share, and from the perspective of retail volume, its sales volume is also down 2.8% from 2020.
Seeing this, Geely seems to have crossed the peak and is about to enter a downward trend, but it is clear that Geely itself does not think so, and it has set a very challenging target for 2022 - 1.65 million vehicles, which will increase by at least 20% on the basis of 2021.
It seems to be a bit of a hard mouth, but a closer look at Geely's specific model sales last year will find that Geely's sales structure is actually very healthy, and the adjustment and transformation of the overall positioning has been carried out in an orderly manner.
The first is the ratio of cars to SUVs, with the total sales of Geely brand sedan models approaching 450,000 units and SUVs approaching 600,000 in 2021, with a ratio of 1:1.3. Other car companies of similar scale, Great Wall Motors, which takes SUVs as the absolute center of gravity, needless to say, is relatively balanced Changan Automobile, and SUV sales are still more than 3 times that of cars.
At the main price level, Geely Automobile is also the most comprehensive and well-distributed among its own brands.
Below the price of 100,000 yuan, the car market has Envision, Emgrand, Binrui and Emgrand GL/Emgrand L, SUV market has Envision X3, Envision X6, Emgrand GS/Emgrand S and Binyue, etc., of which in addition to Emgrand, the rest of the models in their respective market segments do not have special advantages, but the combined force formed together is very strong, these main models within 100,000 yuan market, last year contributed more than 600,000 sales to Geely.
100,000-150,000 yuan range, in addition to the sales volume of the SUV market as Boyue, the 2020 listing of Xingrui, last year also became an important pillar of Geely in the 100,000-150,000 yuan car market, the annual cumulative insurance volume reached 114,000 vehicles, in addition to the Bo Rui series, Haoyue and other models, Geely brand sales in the price of 100,000-150,000 yuan reached about 350,000 vehicles, and if the Lynk & Co brand is included, Geely's overall sales in the 100,000-150,000 yuan range has been close to 500,000 vehicles.
In the market of more than 150,000 yuan, Xingyue L, which was listed in July last year, has helped Geely achieve a breakthrough. Although the cumulative sales volume last year was only 44,000 units, the monthly sales of this model in December have approached 13,000 units, and it has become Geely's pillar model in the market of more than 150,000 yuan. The 01 and 05 models of the Lynk & Co brand will have a cumulative insurance volume of nearly 70,000 vehicles in 2021, and their main sales price has approached 200,000 yuan.
As for more than 200,000 yuan, Lynk & Co 09 was listed in October last year, and the number of insurance vehicles reached 1,038 in December, and the extreme krypton 001 has entered the preliminary delivery stage, with 3,611 vehicles delivered in December, which is still very small in the short term, but it is expected to bring 100,000 vehicles to Geely's own brand in 2022.
Overall, Geely's fuel vehicle business is currently very balanced and healthy, but the pure electric brand geometry specializing in low-end prices has suffered setbacks, and the high-ranking Extreme Krypton brand is still trying to increase production capacity and expand product lines, and it is difficult to become the main sales force in a short period of time.
In the hybrid market detonated by BYD's DM-i series, Geely already has the reserve of Thor hybrid at the technical level, and the first HEV model, Hoshigoku L Hi· X has been launched, and in the new year, it is expected that more HEV and PHEV models equipped with Raytheon power will be listed, which will become geely's most anticipated growth point in the new year - whether it can grasp this will become the key to Geely's sales target of 1.65 million vehicles.
brief summary:
In the sales list, Lynk & Co has always been unremarkable, the highest sales of Lynk & Co 03, last year's total sales of 73,000 vehicles, in the compact car market is not a car, but in terms of the brand as a whole, since the end of 2017 Lynk & Co 01 listing, the scale of the Lynk & Co brand has been expanding. In 2018, it approached 100,000 vehicles, followed by 130,000 vehicles and 170,000 vehicles, and by 2021, Lynk & Co has grown into a brand with annual sales of more than 200,000 vehicles, and has entered the ranks of mainstream brands.
In fact, what is even more rare is that the growth of Lynk & Co and the upward breakthrough of the Geely brand are developing in parallel, and the two seem to have no mutual interference at all. Geely has a firm foothold of more than 150,000 yuan, and Lynk & Co has launched an impact on the market of more than 250,000 yuan, seeing this, and looking back at Geely's overall sales, it is difficult not to have optimistic expectations for it.
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