Despite the influence of a variety of external factors, but last year's automobile market is also exciting, Hongguang MINI EV, tank 300, tank 500, Extreme Kr 001, Geely Xingyue L and other models are very hot, the sales volume is also very impressive. Obviously, in 2021, independent brands occupy the C position in the market, which is completely unimaginable a few years ago. For the excellent performance of independent brands, there are voices on the Internet saying that "independent brands have surpassed joint venture brands".
The lack of cores has hindered the plans of the joint venture car companies in China
The reason why independent brands harvested a lot of dividends last year is that many joint venture car companies have shrunk their production capacity due to chip supply problems, and Honda, Toyota, GM, Volvo and other car companies have issued suspension announcements, which directly led to a shrinkage in the production capacity of models on sale and cannot be delivered to buyers in time. For example, volkswagen, which has been selling very hot in China, has a year-on-year decline of 14.1% in sales compared with last year, and the degree of impact is still very obvious.
On the contrary, because the domestic environment is relatively stable, and independent brands do not have to take into account the global market, the impact of lack of cores is not as large as expected. The sales volume of independent brand car companies is still stable near the average, and there is no obvious fluctuation, and even rises. Changan Automobile sold 1,116,000 units, up 18.5% year-on-year; Wuling Motors sold 966,000 units, up 18.2% year-on-year; and Great Wall Motor sold 948,000 units, up 13.4% year-on-year. It can be seen that because of the production capacity of joint venture car companies, the excess market share has flowed into the camp of independent brands.
The impression of shoddy manufacturing by independent brands is gradually fading
Because the early automobile industry is almost a blank piece of paper, so independent brands are more to find some hot models in the joint venture camp for "reverse development", but most car companies only imitate the surface, and do not do the same in the three major parts, so the failure rate is relatively high, but also left a bad impression on consumers.
With the beginning of the "inner volume" of independent brands, the competition is becoming more and more serious, and some car companies that do not have their own core technologies have been eliminated, such as Zotye, LandWind, etc., and the remaining car companies have become representatives of the camp. At the same time, in the past two years, independent brands have begun to develop towards the high-end route, and Great Wall, Geely, Chang'an, and Chery have established high-end product lines, including tanks, Weipai, Lynk & Co, UNI, Xingtu, etc. Among them, Lynk & Co Achieved Annual Sales of 220,000 in 2021, an increase of 26% year-on-year, a new record high. The Great Wall's tank brand has always been in a state of short supply, whether it is a tank 300 or a tank 500, it is in a state of difficult to find.
New energy has become an important direction for overtaking in the corners of independent brands
Thanks to the policy promotion in the past two years and the unremitting efforts of manufacturers to publicize, the performance of independent brand new energy vehicles in the market has become more and more outstanding. For example, BYD, a representative of domestic new energy, received 723,000 sales in 2021, an increase of 73.5% year-on-year. In addition, the new forces of car manufacturers also performed well, and Weilai, Xiaopeng and Ideal all created the highest sales in history. Compared with many joint venture car companies that are still in the confused period, domestic car companies have started to start in the direction of new energy, and with the deepening of time, independent brands that start earlier will undoubtedly gain greater advantages.
summary
In 2021, the year when the absolute independent brand won, the joint venture camp declined in terms of production capacity and new car planning because there was no chip. Independent brands seized this opportunity and snatched a large part of the user share, at the same time, the continuous layout of high-end and new energy also allowed them to have sustainable development capabilities.