Introduction: What kind of performance of the car market in the beginning of the year has made the Association launch an appeal to encourage tax exemptions for wedding car purchases and promote the consumption of fuel vehicles?
With the release of the January production and sales express reports of Changan Automobile and Great Wall Motors on February 14, the sales list of major automobile companies in the first month of the year as calculated by "Auto K Line" was also released.
On the same day, the Association released the latest issue of the national passenger car market analysis report at the monthly meeting, in addition to the traditional January data review and future market outlook, the Association also finally called for the promotion of traditional fuel vehicle consumption in 2022, and believes that everyone should be encouraged to get married, and newlywed users should be provided with tax incentives for car purchases.
It seems illogical, but from the sales list in the first month of 2022, you can not only feel the good intentions of the association from another angle, but also spy out the sales code that determines the success or failure of car companies in 2022.
1 Three sets of seat changes bring suspense throughout the year
On the face of it, only three groups of companies in China's major auto companies' sales rankings changed in January. Among them, Changan Automobile continued the overall performance of the previous year, slightly outperforming GAC Group with a slight advantage, and also achieved the highest month-on-month increase of 55.74% of the total list, becoming the most dazzling presence in the first echelon and creating an absolute "opening red" performance.
However, with the obvious suspicion of "Tibetan sales" and Changan Ford, which has declined year-on-year, whether Changan Automobile can maintain such a leading edge to the end depends to a certain extent on an annual showdown between the Japanese joint venture company and the United States.
According to the data of the Association, the market share of Japanese brands in January was 19.2%, down 2.2% year-on-year; the decline of the American system was slightly lower, at 1.2%, but its market share is currently only 8.2%. Presumably looking at SAIC-GM, which is also a year-on-year decline, SAIC Motor group is very able to appreciate the feelings of Changan Automobile at this time.
Geely Automobile, Great Wall Motors, Chery and BYD, which ranked in the second camp, are still in the white-hot sales battle. Among them, Geely Automobile has a leading edge of more than 30,000 vehicles to squeeze Great Wall Motors out of the top 5 of the list. At the same time, the latter fell by 19.59% year-on-year and 31.16% month-on-month, becoming the company with the most serious decline in the overall list.
It is worth mentioning that Chery Automobile, with its monthly sales exceeding 100,000, while the year-on-year growth rate was as high as 20%, showing that it is rapidly approaching the performance of Great Wall Motors. But BYD is a bit depressed, although it has set a year-on-year growth rate of 125.05%, but in the face of the target of 1.2 million vehicles for the whole year (and even 1.5 million vehicles), 95,400 units were sold in the first month of the year, and 100,000 vehicles in a single month was like a magic spell for it.
Among the new forces, Nezha Automobile, with a year-on-year growth rate of 402% and a month-on-month growth rate of 8.71%, sold more than 11,000 vehicles in January, surpassing Weilai at the same time, and the gap with ideal cars and Xiaopeng Automobile was only more than a thousand.
Finally, looking at the end of the list, the three companies that were at the bottom of the list in the december single month or the full year of 2021 have undergone considerable changes in the January list. But it's not that the ranking order has changed, but... Weima is gone.
As of February 16, many people are gradually realizing that WM Motors still has not announced January sales. At the same time, Beiqi Blue Valley and Haima Automobile also continued to maintain a rapid month-on-month contraction trend. Among them, Beiqi Blue Valley sold only 2122 vehicles in January after the cliff-like decline; Haima Automobile also fell by 30% month-on-month, ranking first in January in sales of 1539 vehicles.
2 New energy into the sales code, fuel vehicles still have a chance?
Combined with the list and the above, it is not difficult to see that the sales code of China's auto market in the first month of 2022 is still new energy, especially in combination with the latest monthly report of the Association of Passenger Transport Associations, it can be clearly seen that the year-on-year growth rate of more than 20% in the list is all with the help of the increase brought by the new energy market.
At the same time, this trend has penetrated upwards to companies that rank 7th in the overall list and sell more than 100,000 vehicles in a single month. Looking at the top 6 companies, they generally have less than expected in the field of new energy.
So is there still a chance in the traditional fuel vehicle market?
This is one of the reasons why the Association has issued an appeal in this monthly report. The data shows that in 2021, the national tax revenue will be 17.27 trillion yuan, an increase of 11.9% year-on-year. Among them, the domestic consumption tax was 1.39 trillion yuan, an increase of 15.4% year-on-year; the vehicle purchase tax was 352 billion yuan, down 0.3% year-on-year.
Since the current vehicle purchase tax mainly comes from fuel vehicles, this tax is bound to continue to be adversely affected with the market impact brought by new energy vehicles. At the same time, under the current situation of the international trade surplus reaching a new high and the product status of its own brand A-class vehicles, the Association believes that it is still of very positive significance to encourage families to buy fuel vehicles at this stage.
In addition, from the perspective of demographic structure and social stability, the Association believes that encouraging marriage and providing preferential tax treatment for newlywed users when buying a car can play a role in encouraging consumption to a certain extent.
However, when we return to the original question of the list, we will find that the problem is far from simple. First of all, as early as last year, new energy has become the key to determining the success or failure of sales, if you compare with the BYD production and sales express in the past two years, it is not difficult to find that it is almost desperate for the new energy market.
The top 4 traditional automobile groups, standing on the single-month sales platform of more than 200,000, are difficult to bring surprises in the new energy market. SAIC Wuling stuck to the low end, Dongfeng Lantu was high and low, Changan New Energy was at a loss, and GAC Aian was decent.
In contrast, perhaps the second echelon before the monthly sales of 100,000-200,000 is more worth looking forward to. Some of them rely on joint venture companies to "hold big moves", some have a certain first-mover advantage, and some can already see some "new atmosphere".
After all, every company in this echelon has never disappointed in self-reform, and each other is full of skills and experienced battles.
As the first month of the sales list of the beginning of 2022, it seems that there are not many changes and blandness, but with the continuous expansion of the penetration rate of the new energy market, various car companies have expanded the scale of product structure adjustment, and the next sales ranking in 2022 is bound to undergo a series of shocks.
Under the superposition of the Spring Festival and the epidemic, how will sales in February perform? Let's see each other in a month.