On February 15, the Association of Passenger Vehicles released the january 2022 sales data, according to the data, the mainland in January 2022 narrow passenger car retail sales reached 2.079 million units, down 5% year-on-year, down 1.3% month-on-month, the overall still showed a downward trend. However, in the high-end car market, although the overall decline, but BMW led by luxury brand products still showed strong growth, Ideal and Tesla two major new energy brands also have a substantial growth, showing a strong siphon effect.
High-end sedan market: Mercedes-Benz C-class waist chopper BMW remains ahead
From the list, BMW 5 Series and BMW 3 Series won the championship and runner-up, and there is a very good year-on-year growth, it can be said that in the high-end car market, the popularity of this generation of BMW models is significantly higher than Mercedes-Benz. Moreover, usually the sales of B-class cars of the same brand are often higher than those of the C-class cars with higher prices, but the sales of the BMW 5 Series are slightly higher than those of the BMW 3 Series, which is still based on the achievements achieved on the basis of the 3 Series and not "letting the production capacity", which is enough to show that the BMW 5 Series is the most recognized product in the same level.
Of course, the Performance of the Mercedes-Benz E-Class is also good, with the performance of 21020 units ranking third, an increase of 4.6% year-on-year. In contrast, Mercedes-Benz C-class, as a new model, has the same interior of the S-class, strong brand power, but sales fell by 45.9% year-on-year, almost waist cut. I believe that Mercedes-Benz E-class and Mercedes-Benz GLC should be given a lot of production capacity, after all, the profit margin of these two models will be higher, for this strategy we do not comment, but from the total sales data, Mercedes-Benz's supply chain integration management capabilities seem to be a big gap compared to BMW.
After the BBA stole most of the market share, the Hongqi H9 became the leader after the BBA, and the performance of 3089 vehicles was relatively stable, and the year-on-year decline of 12.3% was relatively low compared with the same level of opponents. Although the hard bar BBA may be too early, the first seat of the high-end car after the BBA is still worthy of recognition for this Chinese product.
High-end SUV market: ideal ONE double Tesla soared
Mercedes-Benz GRC won the high-end SUV sales championship with a performance of 22331 units, which should be mainly due to the production capacity ceded by Mercedes-Benz C-class, but the growth rate of 14.7% is significantly inferior to bmw X3, and it is likely to be surpassed by BMW X3 in February. Ideal ONE has stabilized at more than 10,000 sales, 128.1% year-on-year growth is very eye-catching, considering that the large 6-seat SUV, but also on the green card of the precise positioning is its core competitiveness, this point in a short period of time no other products can pose a threat to it, its growth will continue for a period of time.
Tesla Model Y only ranked fourth with a score of 16,358 units, but we all know that this is mainly because most of the production capacity of the Shanghai factory needs to take into account the order demand of overseas markets, so this achievement is not representative of Tesla's strength at all. But even so, the 896.8% year-on-year growth figure is still scary, but this is because this time last year, Model Y production capacity has not kept up. Once the centralized delivery of Orders for the Chinese Market begins, Model Y will return directly to the top of the list. Musk also announced that it will not launch new cars this year, focusing on plans to expand production capacity, and once the plan is realized, Model Y should continue to dominate the list.
"Car Circle" view: In the case of the overall downturn in the market, most of the main models of luxury brands have a very good year-on-year increase, which is certainly not lacking in factors that make production capacity, but the fundamental reason is that their own products and brands are excellent. The ideal ONE's precise positioning gives it an advantage in limited-license cities, and this advantage will continue to be maintained. However, with the expansion of Tesla's production capacity, if it can fully meet the delivery needs of the Chinese market, the top of the high-end SUV market in the future may be occupied by the Model Y for a long time.