Chinese's spending power is terrifying.
Author: Liang Zhihao
With the easing of chip shortages, in January, the peak season of traditional new car sales, the supply of new cars of various brands has also returned to normal, and the overall market has also shown a warming trend. According to the latest data released by the Association of Passenger Vehicles, the sales of new cars in the Chinese market reached 2.079 million units in January, of which 1.001 million cars were sold and 976,000 SUVs were sold, and despite the impact of the Spring Festival holiday, the month-on-month sales volume was only a slight decline of 1.3%.
Chang'an won the runner-up, and BYD's sales doubled
Specific to manufacturers, there have been no small changes in the sales pattern in January. The "North and South Volkswagen", which has long been working together to occupy the top two domestic new car sales, was successfully dismantled by Changan, and Changan Automobile successfully won the second place in monthly sales with 143556 units.
Changan also successfully surpassed Geely and became the leader of its own brand last month. Of course, the overall weak performance of SAIC is also an important reason for Changan's success in the position, we can see that in addition to SAIC Volkswagen, manufacturers such as SAIC-GM, SAIC-GM-Wuling and other manufacturers have experienced a large decline in january year-on-year sales.
However, the most tragic is still Dongfeng Honda, although they successfully launched a new replacement product for the blockbuster model Civic last year, but in the case of successive lack of cores and the impact of the epidemic, the overall sales of Dongfeng Honda have declined significantly, and the year-on-year decline of 26% can even be described as thrilling.
The opposite of Honda is the independent brand BYD, although the state's subsidies for new energy vehicles have been in the decline stage, but thanks to the birth of DM-i super hybrid, BYD successfully harvested a wave of sales and word-of-mouth win-win. This strength also allowed BYD to achieve a year-on-year increase of 126.7% in January, more than doubling the same period last year.
Not only limited to the new energy market, even if it is looking at the entire new car market, BYD's current overall sales are not to be underestimated.
5 Series sold 26,092 units!
Specific to the segment of the model field, last month Nissan Xuanyi and Volkswagen Langyi this "double yi" combination still firmly occupies the first two places in car sales. Among them, Xuanyi sold 49,982 vehicles, once again winning the first place with a staggering number of nearly 50,000 vehicles, while Langyi was close behind with sales of 45,288 vehicles.
After the DM-i hybrid upper body, BYD Qin became the most popular car of its own brand, successfully entering the top five of the car sales list with a sales volume of 26541 units, and the sales volume increased by 962.1% compared with the same period last year!
However, Qin's sales are not the most terrifying, the BMW 5 Series behind Qin, sold 26,092 units in January, which is higher than the number of ordinary brand B-class cars. You should know that this is a luxury brand medium and large sedan priced at 428,900 yuan! Along with the brand's BMW 3 Series, it has sold 24,396 units, and the reason why BMW became the sales champion in the BBA last year is that these two ace models can be described as indispensable.
However, there are joys and worries, as a model that was once able to rank at the top of the sales list, Buick Yinglang's sales in this month showed a huge decline of 49%, almost waist cut, as the Buick brand is currently one of the few models that can go, Yinglang's performance on the overall sales of the brand Is very huge, perhaps this also sounded the alarm for GM.
Competition in the SUV market is fierce
With the rise of a number of independent brand SUVs, the aura of Haval H6 has gradually dimmed, and the dominant sales volume that H6 has shown in the past naturally cease to exist. So we can see that in addition to the CS75, which has been staring at the tiger behind it, Changan's other SUV, the CS55, has also unconsciously reached the third place in the list, with sales of 29851 units and a year-on-year increase of 140.5%, which also proves that this car does have a good attraction in the 100,000-yuan compact SUV market.
It is worth noting that the old joint venture models such as Honda CR-V and Volkswagen Tiguan, which used to be at the top of the sales list, have slowly lost their momentum under the squeeze of independent brands and luxury brands. It can be seen that in addition to the "uninvited guest" of Mercedes-Benz GLC, the top five SUV sales lists occupy the top four seats of independent brands.
Speaking of luxury brands, like the BMW 5 Series in the sedan market, the performance of Mercedes-Benz GRC in the SUV market is also quite terrifying - the sales of 22331 vehicles have been in line with the recent strong performance of BYD Song, and compared with the same period last year, GLC also has a sales increase of 14.7%, considering its official pricing of close to 400,000 yuan, I can only sigh that the consumption power of the Chinese people is really too terrible.
"Markup King" sales are not low
Coming to the sales list of MPV, in addition to the thunderous Wuling Hongguang and Buick GL8, the most concerned is definitely the Toyota Xena, which is plagued by "mark-up storms". Although the major media have recently reported that the price of Sai Na has gradually loosened or even had small offers because of sales that are not as expected, it still sold 4329 new cars in January, although it is not as hot as expected, but for a MPV with a low price, it is actually a data that is not lost.
After both of them underwent a mid-term restructuring, the market performance of honda odyssey and Alexon, which had the same door, underwent earth-shaking changes. In the past, with a slightly larger body size and a more atmospheric appearance, Alexand was often able to overpower the Odyssey in terms of sales, but in January, when the Odyssey sold 4852 vehicles, the sales of the Alexandre plummeted by 43.5%, only 2291 units were sold, and the status between the two sides suddenly reversed.
It is also worth noting that Wuling Capgemini and Trumpchi M8, two models that have high hopes from their respective brands, have also failed to achieve a good start in 2022. Among them, the large four-seat design of Wuling Capgemini has not been recognized by mainstream consumers, while the sales of Trumpchi M8 have declined by 63.8%, and sales have suddenly dropped from 5000+ to 2009 vehicles.
There is no shortage of suitors in luxury cars
The strong performance of BMW's 5 series and 3 series is actually thanks to the "peer support". As the most direct competitors of these two models, the Audi A6 and the Mercedes-Benz C-Class both saw significant setbacks in January. Among them, the sales volume of A6 fell by 34.5%, and the sales of Mercedes-Benz C, which only provided 1.5T engines in the whole series after the replacement, fell by 45.9%, far less than the performance of the last generation of models.
In the high-end SUV sequence, the phenomenon of polarization is more obvious, with the sales of the top five models with the ideal ONE as the dividing line more than 10,000 vehicles, of which the performance of Tesla Model Y and ideal ONE, two new energy models, is particularly eye-catching among a number of luxury brands.
Like cadillac XT5, Volvo XC60, which can only be "tiger mouth" models in the BBA, the days are naturally more difficult, and the Ford Explorer, who was once able to rank in the high-end SUV, has become more and more fierce as the competition becomes more and more fierce, and it is difficult to find the ordinary brand, and the ordinary brand is only the only seedling of Volkswagen Tuang.
BYD leads the way in new energy
In the single field of new energy, BYD has become the undisputed hegemon of the domestic new energy vehicle market with an overwhelming advantage - the sales volume of 92,788 vehicles is more than 60,000 units more than that of the second-place Wuling, and compared with the same period last year, BYD's sales have also achieved an increase of 358.4%.
Although many people joke that if they want to buy BYD's DM-i model, they have to "wait until the flowers are thanked", but in the face of this double or triple sales surge, it is indeed difficult for manufacturers to deliver so many orders in time. Therefore, friends who really want to buy DM-i models should either make up their minds as soon as possible, or look at the efficient hybrid models of other brands.
In the field of "new forces", Weilai accidentally "fell off the team" in January, and although the sales of 9652 vehicles had made a lot of progress compared with last year, Nezha Automobile successfully delivered 11,009 new cars in January, temporarily squeezing Weilai out of the top three positions. The performance of Xiaopeng and Ideal continued to be stable, with both deliveries exceeding 12,000 vehicles, and both had more than 100% sales increase compared with the same period last year. In the past, There are Xiaopeng and Weilai constantly throwing away, and then there are zero runs, Nezha's continuous catch-up, Weilai wants to keep the top three positions in sales, perhaps relying on the upcoming car models ET5 and ET7.
The share of independent brands and new energy continues to rise
From the overall market point of view, the popularity of independent brands is constantly rising, and the market share of independent brands reached 30% in January, an increase of 0.7% compared with December last year. Year-on-year, the market share of Japan and the United States has declined by 6.6% and 2.4%, respectively.
The increase in the market share and market position of independent brands, in addition to benefiting from the increasingly mature traditional fuel vehicle products, China's occupation of the new energy vehicle market is also a big reason, it seems that the beneficiaries of "curve overtaking" are not limited to the field of new energy vehicles.
However, although the popularity of independent brands is rising, the overall cognition of mainstream consumers for independent brands is still stuck at the level of "high cost performance" and "spending small money to do big things", which also leads to the market's recognition of high-end models of independent brands is not high. In the case of gradually dominating the entry-level family car market, perhaps the next step we should polish is the high-end products of our own brands, after all, in the case of rising sales of luxury brands, we can't always give up the high-end market to a number of German brands every month, right?
(Some image source network)
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Should Chinese brands hit the high end?
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