concern
Although a number of factors that are not conducive to new car sales erupted in January, sales of new energy vehicles still soared, and the degree of heat did not diminish in the slightest.
Due to the decline in subsidies, the rise in raw materials led to the price increase of new cars, the rise in insurance premiums and other factors superimposed, the previous industry analysis, january new energy vehicle market is not optimistic.
However, after the Spring Festival, when various car companies announced their January sales, they found that analysts "thought too much", and unfavorable factors could not stop the enthusiasm for car purchases. The market is unexpectedly good, and new energy vehicle companies are generally soaring.
In contrast to the new energy vehicle market, the sales volume of traditional fuel vehicle companies has generally declined significantly. According to the data of car companies that have announced sales at present, the sales of Japanese Toyota, Honda, Nissan and Mazda in China in the first month have declined, and the independent brand Geely has also fallen significantly.
Although the relevant departments have not yet released the overall data for January, from the information that can be obtained so far, the sales of new energy vehicles and traditional fuel vehicles have shown a situation of ice and fire in the prosperity of January.
01.
The surge is not only due to the release of orders
BYD was the first to release sales results. According to official data, BYD's new energy models sold 92,926 units in January, up 367.6% year-on-year, of which DM models sold 46,540 units and EV models sold 46,380 units. In terms of segmentation, BYD Song and Qin two major car series performed well, sales in January have exceeded 20,000 vehicles, the latest launch of the marine series also has a good performance, the first model Dolphin january sales reached 10,602 units.
It is worth noting that after the implementation of the subsidy decline policy, BYD was one of the first car companies to announce price increases, and many of its models ushered in price increases.
In this context, BYD said that adhering to the strategy of paralleling the two routes of DM hybrid and EV pure electricity is the main reason for the increase in sales.
Soon, GAC Group also released eye-catching new energy vehicle sales data, GAC Group produced 17,294 new energy vehicles in January, an increase of 96.08% year-on-year, and january sales of 19,121 units, an increase of 115.21% year-on-year. Among them, the company's new energy vehicle brand GAC Aeon produced 14,601 units in January, an increase of 98.7% year-on-year, and sold 16,031 units in January, an increase of 117.9% year-on-year.
On February 10, SAIC Motor released official data showing that SAIC Passenger Vehicles sold 16,414 new energy models in January, an increase of 22.6% year-on-year; terminal sales of 14,400 units, up 79.2% year-on-year and 34.9% month-on-month. SAIC motor said that in the whole year of 2021, SAIC's global sales of new energy vehicles ranked seventh in the world and fourth in China.
The prosperity of the new car-making forces is even higher. Xiaopeng Automobile delivered 12,922 units in January, an increase of 115% year-on-year, and the cumulative delivery volume exceeded 150,000 units. In terms of specific models, the Xiaopeng P7 delivered 6,707 units, the Xiaopeng P5 delivered 4,029 units, and the Xiaopeng G3 series delivered 2,186 units. It is reported that Xiaopeng Automobile has delivered more than 10,000 yuan for 5 consecutive months.
Ideal Cars ranked second in January sales by the new forces. In January 2022, Ideal Cars delivered 12,268 Ideal ONE units, an increase of 128.1% year-on-year, and delivered more than 10,000 units for three consecutive months. Nezha Automobile followed, also achieving deliveries of more than 10,000 units for three consecutive months, with deliveries of 11,009 units in January, an increase of 402% year-on-year. Although NIO ranked fourth in January sales, delivering 9,652 new vehicles, it also increased by 33.6% year-on-year, and as of the end of January 2022, the cumulative delivery volume was 176,722 units. In addition, 8,085 zero-run vehicles were delivered in January, up 434% year-on-year.
Under the high market heat, second-tier and third-tier new energy vehicle brands have also been brought up.
According to the latest production and sales report of Beiqi Blue Valley, in January, its subsidiary Beijing New Energy Automobile Co., Ltd. achieved production of 1,031 units, an increase of 73.57% year-on-year; sales of 2122 vehicles, an increase of 97.95%.
Xiaokang issued an announcement that sales in January were 20,762 units, an increase of 2.42% year-on-year. Among them, the sales volume of new energy vehicles was 3520 units, an increase of 176% year-on-year.
02．
Conventional fuel vehicles are hit hard
Some people believe that the growth in sales of new energy vehicles is due to the previous shortage of chips, which caused a backlog of orders and was released in January.
This could be one of those factors, but not the main one, as conventional fuel vehicles face the same chip shortage, but there was a widespread decline in sales in January.
On February 9, Toyota China announced that it will sell 148,800 units in January 2021, down 21.5% year-on-year. Among them, GAC Toyota's sales in the month increased by 0.8% year-on-year to 87,500 units, FAW Toyota fell 46.0% year-on-year to 41,000 units, while imported luxury brand Lexus was affected by the shortage of parts supply, and sales in January were only 17,500 units, down 27.9% year-on-year.
Also a Japanese car company, Honda Motor's terminal sales in China in January were 146,600 units, down 6.9% year-on-year, of which Guangqi Honda was 79,973 units and Dongfeng Honda was 66,668 units. In terms of specific models, the sales of Accord terminals exceeded 20,000 vehicles, and the terminal sales of six models of Binzhi Haoying, CR-V, Civic, XR-V and Yingshipai exceeded 10,000 units.
According to Nissan data, terminal sales in China in January were 133,500 units, down 8.7% year-on-year, while Dongfeng Nissan (including Nissan/Venucia/Infiniti) sold 111,300 units, down 11.4% year-on-year.
In the joint venture brand, in recent years, The Japanese Toyota and Honda have performed well, and have been showing an upward trend, and the decline in January is more representative in judging the prosperity of the overall market.
Independent brands have not been spared, and even more uncomfortable than Japanese joint ventures. Judging from the car companies that have released data, sales have generally declined in a large area.
On the afternoon of February 10, Geely Automobile announced on the Hong Kong Stock Exchange that the total sales volume in January 2022 was 146,380 units, a decrease of about 6% over the same period last year, mainly due to the early Spring Festival holiday and the sporadic epidemic situation in various places.
On the same day, Jiangling Motors also released a voluntary information disclosure announcement on production and sales in January 2022. Jiangling Motors' vehicle sales in January 2022 were 20,100 units, compared to 27,000 units in the same period last year, a decrease of 25.56% year-on-year.
However, car companies are generally optimistic about the expectations of this year's auto market. BYD, which has the advantage of new energy vehicles, expects sales to reach 1.2 million units this year, an increase of 64% year-on-year; Geely, although it does not have a strong new energy vehicle product, is targeting 1.65 million units, an increase of about 24%; the Great Wall is targeting 1.9 million units, while sales in 2021 are 1.28 million units, which means that this year's increase is 48%.
Have car companies inflated their expectations for this year? The automotive market tends to be complex and volatile, but there are not many years when such optimistic predictions are made at the same time. For car companies with strong new energy products, this year may really be a soaring year.
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