Just after the Spring Festival holiday, many car companies announced the "new results" at the beginning of the year, and many brands not only announced the latest sales results in January 2022, but also announced the latest "war report" in the Year of the Tiger. Each family has used a beautiful "opening red" to show consumers the strength of their own brand.
However, are these "opening red" records really so red?
New energy has become a new growth pole
Just after the Arrival of the Lunar New Year, a number of car companies announced the sales results of the first month of 2022, and among the car companies that announced the sales results, mainly new energy vehicle companies.
Among them, the best performer is ALSO BYD, according to BYD's official results, in January 2022, BYD passenger car sales reached 95,180 units, an increase of 126.1% year-on-year. Among them, the sales of new energy vehicles were 92,926 units, an increase of 367.7% year-on-year.
SAIC Motor's terminal sales in January 2022 totaled 86,046 units, up 10.2% year-on-year, setting a record high. Wholesale sales also reached 68,200 units, up 19.2% year-on-year. Among them, the wholesale sales of the new energy sector reached 16,400 units, up 22.6% year-on-year, and the terminal sales reached 14,400 units, up 79.2% year-on-year.
Hongqi's performance is also very good, and the official data released by the Hongqi brand shows that FAW Faw-Hongqi's sales in January 2022 achieved a good start, with a total of 42,100 new cars sold, an increase of 30% year-on-year.
The sales results of other annunciation car companies are: FAW-Volkswagen Jetta sold 20,022 units in January, Dongfeng Fengshen sold 19,109 vehicles in January, Dongfeng Fengxing sold 17,018 vehicles in January, GAC Aian sold 16,031 units in January, Xiaopeng Automobile sold 12,922 vehicles in January, Ideal Car sold 12,268 units in January, Nezha Automobile sold 11,009 units in January, Dongfeng Venucia sold 10,008 units in January, and Weilai Automobile sold 9,652 vehicles in January. Zero-run cars sold 8,085 units in January and Extreme Krypton cars sold 3,530 units in January.
Judging from the data of enterprises that have announced sales results in January, new energy is undoubtedly an important growth pole. Not only did BYD's new energy sector rise sharply year-on-year, but most of the companies that reported good news were new energy vehicle companies.
Is the opening red really red?
Of course, it is not that the car companies that have announced sales are the top few in terms of sales, but the heat of new energy models, so that major car companies want to continue to "rub" this wave of heat.
After experiencing the explosive growth of new energy vehicle companies in 2021, many institutions and car companies have very optimistic estimates of the sales and penetration rate of new energy vehicles in 2022. All car companies have taken the growth of new energy model sales as an important support for sales in 2022.
A number of new force car companies have achieved good year-on-year growth data in early 2022, and another important reason is that the sales explosion period has not yet arrived in early 2021, and the sales of many new energy car companies are not outstanding. The huge value difference between before and after makes the year-on-year growth data more "red".
In addition to the popularity of new energy, how are fuel vehicles performing? According to the data released by many traditional fuel vehicle companies, the growth of retail sales is significantly lower than the growth of wholesale sales. "At the beginning of the year, as much as possible to complete the car, but also many car companies will be the beginning of the year data to do a beautiful way", a car company sales deputy general manager Mr. Cheng told reporters, "at the beginning of the year to do a better look at the data, can enhance consumers' preference for the brand, but also to pull up the stock price, many car companies will operate like this."
Not only have car companies released the "opening red" news, many dealers have also released the New Year's "opening red" sales data in the circle of friends. Mr. Liu, who recently had the intention of buying a car to replace a new car, told reporters that he saw a number of circle of friends sent by car sales consultants in the circle of friends, showing that the sales performance of the opening year was very good, and there were many photos of the delivery scene.
However, the staff of a new force brand market in Changsha said that at the beginning of the new year, there are actually many orders that belong to the backlog of orders that were delivered in the new year. At present, the order data after the start of the new year is still a certain gap from the expectations before this year.
Whether the new atmosphere of the year of the tiger can be reflected in the automobile market may be too early from the current data. The rain and snow days at the turn of the New Year also have a big impact on vehicle logistics, can the performance of the new car market in 2022 be maintained? Can the penetration rate of new energy vehicles increase as scheduled? Everything has to wait for time to test.
Xiaoxiang Morning News reporter Hu Xiong
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