Reporter 丨 Xiaomin Trainee 丨 Tu Ling
Produced by 丨aotou finance (theSankei)
Geely Automobile (00175. HK) did not usher in the opening.
On February 10, Geely Automobile announced that the company's january car sales reached 146,400 units, a year-on-year decrease of 6.36%, "the door is not red".
In fact, Geely Automobile's previous "Blue Geely Plan" failed, and the newly launched "Nine Dragon Bay Action" started unfavorably.
In addition, in the January automobile quality complaint ranking list released by the car quality network, Geely Automobile's many hot-selling models ranked in the top ten, which was ridiculed as Geely Automobile's "family barrel" with complaints.
"The transformation of the automobile industry is a new thing, and in the end, who dies in the hand of the deer still needs the test of time, and the good drama is still to come."
The words of Li Shufu, chairman of Geely Holding Group, actually acknowledged the failure of the "front head" and could only count on the "back head".
After the "zero growth" in sales, it encountered a bad start
On February 10, Geely Automobile released a sales announcement showing that the company's January car sales decreased by 6.36% year-on-year.
Throughout 2021, Geely's auto sales reached 1,328,029 units, compared with 1,320,217 units in 2020, an increase of only 7,812 units year-on-year, an increase of 0.59%, almost "0 growth".
Moreover, Geely Automobile's sales target for 2021 is 1.53 million units, only 86.8% of the target.
However, 6 years ago, Geely Automobile did not intend to do so.
On November 18, 2015, Geely Automobile released the new energy vehicle development strategy - "Blue Geely Action".
Among them, Geely Automobile plans to account for more than 90% of Geely's overall sales of new energy vehicles by 2020.
Among them, the sales volume of plug-in hybrid and oil-electric hybrid vehicles accounted for 65%, and the sales of pure electric vehicles accounted for 35%.
The actual situation is that in 2020, Geely Automobile only sold 68,142 new energy and electrified vehicles, down about 40% year-on-year, accounting for 5.16% of total sales, which has lost its comparative significance with "Blue Geely Action".
In 2019, Geely Automobile's sales of new energy and electrified vehicles accounted for 8.3%.
"This is not a mistake in the strategic direction, nor a failure in strategic implementation, but a historical time that is not ripe." In the eyes of Li Shufu, chairman of Geely Holding Group, the failure of the "Blue Geely Action" is "strange, strange, and strange opportunity", which seems to have little to do with itself.
But in fact, BYD (002594. SZ) will sell 740,100 vehicles in 2021, up 73.34% year-on-year.
Among them, the sales of new energy vehicles reached 603,800 units, a year-on-year increase of 218.3%, accounting for 81.57% of the total sales.
Moreover, BYD's sales of new energy vehicles in December 2021 have increased to 94.79% of total sales, and in January 2022, they have increased to 97.64%.
Great Wall Motor (02333. HK) will sell 1.281 million vehicles in 2021, up 15.24% year-on-year.
Among them, the sales of new energy vehicles reached 137,000 units, a year-on-year increase of 138.51%, accounting for 10.69% of the total sales.
Geely Automobile may have the spirit of "knowing shame and then being brave".
At the end of October 2021, Geely Automobile announced the "Smart Geely 2025" plan and the "Nine Dragon Bay Action".
In terms of product layout and sales planning, Geely Automobile plans to achieve a total sales volume of 3.65 million units by 2025.
Among them, by 2025, the sales volume of geely automobile group's new energy products will reach 900,000 vehicles, accounting for 30%.
Coupled with the Extreme Krypton brand, the overall sales volume of Geely new energy products will account for more than 40%.
Geely Automobile's sales target for 2022 is 1.65 million units, an increase of approximately 24% year-on-year.
At the beginning of the year, the company's sales not only did not increase, but fell by 6.36%, which is really not a good sign.
Among them, the Lynk & Co brand sold 18,334 vehicles, and sold 25,501 vehicles in the same period of 2021, a year-on-year decrease of 28%.
It was complained of as a "family bucket" and has rarely been recalled for many years
Whether Li Shufu can seize the opportunity in the next 5 years is not known at present, but the quality of Geely Automobile is worrying, which is an indisputable fact.
In the January 2022 auto quality complaint list released by the car quality network, Geely Automobile's brand, new energy vehicle brand Geely Geometry, Geely Extreme Kr, and high-end brand Lynk & Co all made the top ten, and the models complained about are all currently Geely's hot-selling models.
This was also ridiculed by netizens as Geely Automobile brought complaints about the "family barrel".
A car owner complained that Geely Automobile 2021 Xingyue L said that after buying a car for about three months, after upgrading the car machine system, the engine start-stop function appeared from time to time, after two days of unused stops, the car could not start, and after other nearby car dealers helped to start the car, they drove to the 4S shop for inspection.
"Battery power loss, how long to use, parking for two days on the power loss can not start, to go out to stay outside, no other power situation, that can be troublesome." After the 4S shop processing after the opening back, so far the engine start-stop function is completely invalid, ask the 4S shop, said that the start-stop function to reach more than 80% of the power to do, I am not using it at all, whether it means that the car battery has not been filled, 80% has not been reached, has been in a state of power deficit. At the same time, I don't know if it is the impact of the power, the automatic closing function of the trunk electric tailgate, often open and close, there is no full opening, only half open, seriously affecting the car experience. The owner said. (Material source: Car Quality Network)
On the black cat complaint, a car owner introduced that the purchase of the 4th generation Emgrand, the journey of 3200 kilometers, just after the first insurance, cleaning the tire gap gravel accidentally found that the left fork connection has rusted, the rust area is diffuse, the right side is normal, the vehicle has no wading, no accidents.
However, the quality of Geely Automobile's products "should" be very strong, and Aotou Finance found that throughout 2021, the company did not issue a car recall.
On the other hand, Volvo, which has always been safe and of excellent quality, has repeatedly issued recall information.
The only recall information that Aotou Finance could find was that in February 2021, the Press Office of the Russian Federal Metrology and Technology Administration said that Geely recalled 18,670 Geely Boyue crossovers sold in Russia since March 2018.
Geely Automobile said that the reason for the recall is that when the temperature is as low as minus 40 degrees (including -40 degrees), the fuel supply pipe may be frozen and cracked, and there is a risk of fire. Multiple parts of this type of car will be replaced free of charge.
The recall that Geely Automobile can see also dates back to January 2019, when the company's Subsidiaries Zhejiang Geely Automobile Co., Ltd. and Zhejiang Haoqing Automobile Manufacturing Co., Ltd. announced the recall of some EC7, Vision, and GC7 vehicles, totaling 89,657 vehicles.
Why is there a long gap between the complaints received by Geely Automobile and the actual recall of the company?
This may only be known to Geely Automobile itself.