The only market in which Chinese car brands have the right to speak is the SUV market!
Recently, the Association of Passenger Vehicles released the annual data of the domestic automobile market in 2021. According to the data, the cumulative sales volume of the domestic passenger car market in 2021 was 20.146 million units, an increase of 4.4% year-on-year. Among them, the SUV market sold 9.221 million units, an increase of 3% year-on-year.
Judging from the fluctuation trajectory of this market segment throughout the year, the reason why it can maintain annual growth is mainly because the market base affected by the epidemic in early 2020 is small, so the first quarter of 2021 has a large increase and basically maintains a high level of growth.
With the gradual release of domestic car market consumption in April 2020, starting in April 2021, the growth rate of the SUV segment has also begun to shrink to a low range, and after entering May, the speed reduction has continued to increase, until the end of the year car purchase season is coming, and the last two months of the speed reduction have stopped the momentum of further expansion.
Further from the top 15 subdivision of the model structure, there are still many familiar faces in the top fifteen, the fluctuation in sales scale is not large, there is no "dark horse" with substantial growth, and the overall performance is relatively average. However, although the overall change is not much, the pattern is quietly changing.
Taking Chinese brands as an example, in the TOP15, all Chinese brand SUV models are concentrated in the most competitive, compact market of less than 150,000. As the only model in the entire SUV segment with annual sales of more than 300,000 units, the Haval H6, although slightly declining year-on-year, is still far ahead of the entire SUV market with a sales crown posture. In the short term, relying on the market reputation and huge user cluster, the haval H6's pin crown position can not be easily shaken.
However, this does not mean that the Haval H6 is stress-free. In the process of grabbing the stock, on the one hand, from the Changan CS75 series, as the most conspicuous dark horse in the SUV segment in the past three years, the second generation of Changan CS75PLUS is about to usher in a replacement, which means that when the Changan CS75 series enters the new product cycle again, its potential energy may be further amplified, and the replacement cycle of the third generation of Haval H6 has almost been released.
From the perspective of the entire list, in addition to the Changan CS75 series, after the listing of the second-generation CS55PLUS in the second half of 2021, the Changan CS55 series also quickly ranked among the top ten in monthly sales, and under the last quarterly sprint, the CS55 series also entered the TOP15. Under the continuation of the new product cycle of the two models, market consumption may also have a certain degree of tilt.
On the other hand, it comes from BYD Song. With the addition of DM-i models, now Song PLUS and Song Pro's DM-i models have been replenished, in the same price as fuel vehicles competitive advantage, as well as the trend of new energy double good drive, BYD Song can change the new energy to find "incremental space". This year, BYD Song has surpassed the Gilly Boyue family and rewritten the pattern of Haval, Chang'an and Geely' three strongs.
However, this does not mean that the Geely SUV front has shrunk to a certain extent. You know, although the performance of the Boyue family in 2021 is less than 9 percentage points year-on-year, the potential energy of the Xingyue L in the Geely China Star series cannot be underestimated, as a compact SUV, its misplaced competition style of play is being recognized by the consumer market, and the Star Yue L Thor Hi · The X oil-electric hybrid version has also entered the pre-sale stage. According to Geely Automobile's plan, a number of hybrid models based on Raytheon power will be launched in 2022.
Cong price positioning, pre-priced 173,700 Star Yue L Thor Hi · The X-oil-electric hybrid version is likely to have an indirect impact on popular joint venture models such as the Honda CR-V, Toyota RAV4, and Tiguan.
In the 2021 joint venture SUV camp, the Japanese still occupy a relatively large proportion, including Toyota RAV4, Honda XR-V, Binzhi, Haoying and other models have increased compared with the same period last year.
In the context of the global chip shortage, although the increase is not large, the gold content is relatively high. You know, in the context of chip shortage, most car companies will choose a limited supply of high-profit models, but take Honda, from the XR-V year-on-year growth of 17.8%, Honda does not seem to be inclined to CR-V or higher-level models.
But the Ashkenazi system is different. In the TOP15 list, in addition to Tiguan, the list is a high-end SUV model. Among them, bmw X3 also achieved an increase of 11.6%.
Compared with the mainstream German models in the same period in 2020, Tanyue slid out of the TOP15, Tiguan also showed a slight drop, Audi Q5 is still in a state of decline although on the list, and the most surprising thing is Mercedes-Benz. Not only in the overall SUV segment, there is no chance of the list, in the high-end SUV segment, the once-hot Mercedes-Benz GLC also missed the top three.
A closer look at the specific reasons why the Ashkenazi volkswagen is either falling off the list or declining, among which tanyue in addition to the large environmental impact of chip shortage, its own particle trap incident that has continued to erupt since 2021 is also a key reason. After Tanyue, SAIC Volkswagen Tiguan also broke out a large area of complaints about particle traps.
Among the high-end SUV segments, the cumulative sales of Mercedes-Benz GRC in 2021 fell by 17.7% year-on-year, in addition to the shortage of chips, BMW X3 surpassed The Audi Q5 and Mercedes-Benz GLC, but also in its product comprehensive strength is relatively stronger.
However, since the launch of the new Mercedes-Benz GRC in October and the reduction of the high price, the Mercedes-Benz GRC is also gradually recovering this situation. Since October, mercedes-benz GRC has surpassed BMW X3 and Audi Q5, and in the new year, perhaps Mercedes-Benz GRC is expected to regain the BBA's top position in the mid-size SUV segment, but it is difficult to return to the peak of the luxury SUV market.
Because from the pricing point of view, new energy models, including Tesla Model Y and Ideal ONE, have huge upside in the track of new energy. Among them, the monthly sales of Tesla Model Y have exceeded 40,000.
Red dot observation:
Overall, in the SUV market, Chinese brands still grasp most of the consumer market, with the deepening of new energy, independent car companies are expected to continue to break through, in the stock of the possibility of manufacturing increments.