22/02/11
Lead
SAIC Volkswagen glanced at SAIC-GM and said that it could finally sleep peacefully.
Author 丨 Li Sijia
Responsible editor 丨 Xu Jinkai
Edit 丨 Chic
On the afternoon of February 10, four days after resuming work, automakers finally waited for SAIC's January production and sales report.
As a domestic "brother", SAIC Motor finally ended last year with a sales performance of more than 5.46 million vehicles, although it was 700,000 units away from the sales target of 6.17 million vehicles set last year, but it still achieved the first place in China for the sixteenth consecutive year with the strong performance of passenger cars, new energy, overseas and other sectors, as well as the existing large-scale support.
According to the data of the following year, SAIC Motor's vehicle sales in January 2022 were 455,600 units, an increase of 13.02% year-on-year, compared with the cumulative sales of 649,600 vehicles in January and February last year, which is a good start to the Year of the Tiger.
In terms of sales composition, SAIC Motor's independent brands, new energy and overseas market business performed well, of which the sales of new energy vehicles in the month were 72,200 units, an increase of 25.54% year-on-year. At the same time, the joint venture sector maintained a stable and good development trend, especially SAIC Volkswagen, with a single-month sales volume of 51.7% year-on-year, which was significantly improved compared with the decline in 2020 and 2021.
1
Joint venture, there is always someone "pulling crotch"
If we say which sector has dragged the most saicid group's sales in the past two years, many people will still choose to pull out SAIC Volkswagen as a typical "criticism fight".
Although SAIC Volkswagen still has a certain advantage in market share with preconceived notions, in recent years, especially after the Passat collision, sales have slumped, falling from the level of 2 million vehicles to the level of 1.2 million vehicles, and even being pulled down by its own brand Geely last year, and has lost the throne of the group's brother several times within saic motor group, becoming the talk of auto people before and after tea.
However, judging from the performance of the first month of the year, SAIC Volkswagen sold 130,600 vehicles that month, an increase of 51.7% year-on-year, ranking first among the major subsidiaries of SAIC Group, and even overshadowing new energy. Looking back at the same period last year, SAIC Volkswagen, which fell by 23.81% year-on-year, ushered in its own "falling and falling" 2021 with sales of 86,100 vehicles, and this year's good start is undoubtedly smoother.
Unlike SAIC Volkswagen, which was finally able to get a good night's sleep, SAIC-GM's performance was somewhat weak.
Also one of the pillar brands of SAIC, SAIC-GM sold 110,000 new cars in January, down 15.43% year-on-year, and became the only sector of the group to decline. The reason is that in addition to the large environmental impact such as chip shortage and epidemic, the three-legged trend of Buick, Cadillac and Chevrolet has a short-board effect.
That's right, it's Chevrolet.
Over the past few years, Chevrolet sales have continued to decline, from 717,000 units in 2014 to 269,000 units in 2021. It is at the crossroads of fate and still shows no signs of awakening. Last year, Chevrolet was one of the few joint venture car companies that did not get on a new car, and only patched the configuration of several of its main models, Cruze and Maribal XL.
Fortunately, Buick did not make SAIC-GM's performance too disastrous. In particular, the Buick GL8 series sold 17,800 units in January, up 25.5% year-on-year, a record high in the same period of history.
In the second half of last year, GM released its third-generation global electric vehicle platform and a new Ultium battery system. From the perspective of planning, from 2021 to 2025, GM will launch nine new energy models covering three major brands. As the strategy advances, Buick abandons the three-cylinder strategy and embraces electrification, the prospects for electrification in China are clear.
Saic-GM-Wuling sold 110,100 units in the month, an increase of 18.01% year-on-year.
Although the sales of specific models have not been updated, the two models of Wuling Capgemini and Hongguang MINIEV, which raised SAIC-GM-Wuling's sales to the threshold of 1.66 million vehicles last year, also drove overall growth in the first month of this year. In particular, Hongguang MINIEV, its hot sale is not only cheap and practical, but also the success of market development.
It is worth noting that SAIC-GM-Wuling announced a recall plan in January, due to the vehicle's manual transmission parts manufacturing size difference, resulting in insufficient gear retention, specific working conditions may cause 6-speed occasional disengagement, resulting in temporary power transmission interruptions in vehicles, and there may be safety hazards in extreme cases. Based on this, Wuling Hongguang S3 and new Wuling Hongguang S cars recalled a total of 609779 vehicles.
2
Autonomous, overseas, each wonderful
In terms of independent brands, SAIC Passenger Cars and SAIC Maxus both handed over good report cards in January.
SAIC Passenger Vehicles continued last year's growth trend, with sales reaching 67,600 units in the month, up 18.02% year-on-year, and terminal deliveries exceeding 86,000 units, up 10.2% year-on-year, a record high in the same period. And this is inseparable from the joint efforts of Roewe and MG with achievements.
This year, SAIC Passenger Vehicles ushered in a new product cycle, with the listing of Feifan Automobile R7 and Zhiji Automobile L7, SAIC's own brands are expected to achieve a rise in product volume and price. At the same time, with the liberalization of the joint venture share ratio policy, independent brands will become the main force of market competition, and although SAIC Has not seen the controversial brand of the share ratio, many brands have emerged.
In the new energy market, SAIC Motor's passenger car sales in January also exceeded 10,000 to 16,400 units, an increase of 22.6% year-on-year. Among them, Roewe Clear sales reached 6198 vehicles last month, an increase of 457% year-on-year.
Driven by Roewe MG, SAIC's new energy vehicle sales exceeded 72,000 units in the month, an increase of 25.5% year-on-year. In addition to saic motor passenger car segment, SAIC Volkswagen has sold nearly 9,000 new energy vehicles, and SAIC-GM new energy vehicles have sold more than 4,000 vehicles. Of course, the SAIC-GM-Wuling small and micro electric vehicle, which has not yet released detailed data, is also indispensable.
However, due to the impact of new energy subsidy policies, many brands have announced price increases, which is bound to have an impact on future sales.
SAIC Maxus sold 21,000 vehicles in January, an increase of 25.20% year-on-year, and its light truck, pickup truck and other fist product sales have always occupied the forefront of the market segment, of which the sales volume of wide-body light passengers reached 5273 units, an increase of 13%; pickup trucks in the first month of the year and then extended the hot sales trend, selling 6595 new cars, an increase of 121% year-on-year.
As a subsidiary of SAIC Motor that owns both commercial vehicles and passenger cars, SAIC Has always adhered to the development route of "business and passenger", but the fact is that while witnessing the step-by-step climb in the field of commercial vehicles, it sighs at the stagnation of passenger cars. However, in the first month of this year, its performance in the MPV market and SUV market was remarkable, which made the market have more expectations for it.
Overseas, according to official sources, SAIC's overall overseas sales exceeded 65,000 units in January, an increase of 74.4% year-on-year, and SAIC motor said that its sales in developed countries and regions such as Europe, Australia and New Zealand have reached 40%.
Last year, SAIC continued to dominate the annual export list, achieving overseas sales of 697,000 vehicles, an increase of 78.9% year-on-year, a record high, so that "for every three Chinese cars sold overseas, one is made by SAIC Motor" Miracle can be continued.
As a large automobile enterprise, SAIC has established a collection of research and development, marketing, logistics, parts, manufacturing, finance, used cars, etc. as one of the automotive industry chain for the global market, the current products and services have landed in more than 80 countries and regions around the world, and under the blessing of the complete system, this year's exports are expected to achieve breakthroughs again.
Li Sijia
Leader of the anti-parsley alliance and long-time occupier of the first floor of the commune