Text | Shushu
In the face of data, we can skip all the scenes.
According to the latest retail sales statistics of the Automobile Market Research Branch of the China Automobile Dealers Association (CAAC), the domestic narrow passenger car market sales reached 1.250 million units in February, an increase of 4.5% year-on-year and 39.9% month-on-month; and the cumulative sales volume from January to February was 3.328 million units, down 1.6% year-on-year.
Judging from the February manufacturer sales list given by the Federation of Automobile Manufacturers, a large number of votes fell stupidly, 14 car companies fell year-on-year, SAIC Volkswagen, Great Wall Motors, Changan Automobile, Beijing Benz, SAIC Passenger Cars, Beijing Hyundai, Dongfeng Yueda Kia all fell by more than double digits.
You think it's the darkest night? In fact, although the current chip of the epidemic is panicked, as long as we have a pair of eyes that are good at finding the light, everything is no longer so dark.
There are falls and rises, healthy growth
Judging from the detailed figures given by the Federation of Passenger Vehicles, the decline mainly exists in the chain- and the main market segment that declined was the car segment, and the overall car market sold 597,000 units in February, up 6.1% year-on-year and 40.4% month-on-month.
There is a saying that February has never been a good season to sell cars, especially this year's February 1 coincides with the Spring Festival, who is big to buy a car in the New Year, to buy either bought a happy home for the New Year a year ago, or after watching this epidemic and oil prices began to make small calculations, especially after there was a turbulent situation, the care fund is too late, where there is still the heart to marry a costly "little daughter-in-law" to go home.
But even if the environment is so bottomed out, the year-on-year sales in February is still a unified growth trend, looking at the four upward arrows in the chart above, this is not what the light is.
According to the data provided by the National Bureau of Statistics, in February, the production index and the new order index of the automotive industry were higher than 54.0%, and the production and operation activity expectation index was located in the high boom range of more than 60.0% for two consecutive months since January, which was higher than the average level of the manufacturing industry.
The spring breeze kisses all the new energy
If the trend of the market is a glimmer in the dark night, then the new energy field is the rising sun, if the fund stock is also like the new energy rise in February, how good it should be.
According to the data given by the Federation of Passenger Vehicles, the retail sales of new energy passenger vehicles in february reached 272,000 units, up 180.5% year-on-year and down 22.6% month-on-month, and the wholesale penetration rate of energy vehicle manufacturers in February reached 21.8%, an increase of 13 percentage points over the same period last year.
It is foreseeable that after the similar "fuel or electric" topic is not easy to write, everyone knows that the fuel vehicle has a roar, there is feelings, there are accidents and stories accumulated over the years, but the market sales are placed here, the wheels of new energy roll in, and it is inevitable to roll on the fuel vehicle.
Especially in this era when 95 can be filled with banners, as a loyal fuel car advocate can't help but cry, my ass sitting on the fuel car seat is almost unstable.
This spring is more of a mixture
New energy rises to no, and plug-in mixing is even more so.
According to data from the China Automobile Association, sales of plug-in hybrid vehicles in February were 75,000 units, an increase of 3.4 times year-on-year, and the growth rate far exceeded that of pure electric vehicles. From January to February, plug-in hybrid vehicle sales were 160,000 units, an increase of 2.5 times year-on-year, and the growth rate also far exceeded that of pure electric vehicles.
In fact, in the past seven years, the global hybrid vehicle production has increased by nearly 3 times, 2016-2021, the domestic plug-in hybrid vehicle market sales increased from 98,000 to 603,000 units, demand expanded by 6.2 times; the Chinese Society of Automotive Engineers has predicted that in the next 5-15 years, the global hybrid vehicle market, especially the Chinese market, will enter a period of rapid growth.
Of course, even without this official forecast, from the perspective of our travel habits and travel reality, the current plug-in is the best choice, who does not like to save fuel and good to drive and send small green cards of the car, of course, if the price is the same as the fuel version, it is better.
My own market share is still the largest, and I am proud
According to the data of the Association of Automobile Associations, the total retail sales of the TOP15 car companies in February were 946,000 vehicles, and the market concentration was 75.2%, down 0.6 percentage points from the previous month.
There are mainly three German companies, with a market share of 17.7% in February, down 5.8% from the previous month; the Japanese are mainly five, with a market share of 22.5%, up 5.9% compared with last month; there is only one In the United States, the market share is 5.8%, which is basically the same as last month; the market share of independent brands is 29.2%, down 0.8% from the previous month, basically maintaining a stable state.
I am about a fan of my own brand, so I can't help but smile when I see such achievements, saying that the future is too promising."
Go out to sea to sell cars, and sell more and more
The article began by mentioning that the overall sales volume fell month-on-month but increased year-on-year, and the reason for the increase was that in addition to the substantial growth of new energy, there was also a very important point that the export of automobiles played a positive role.
In February, automobile companies exported 180,000 units, an increase of 60.8% year-on-year, continuing to maintain substantial growth, specific to the subdivision models, passenger cars exported 146,000 units this month, an increase of 72.3%; commercial vehicle exports of 34,000 units, an increase of 25.4% year-on-year, and the export growth of new energy vehicles contributed as much as 52%.
Looking back on recent months, it is true that many new car-making forces and traditional car companies have greatly rolled out their new energy products overseas, taking SAIC Motor as an example, according to the official data provided by SAIC Passenger Car, its overseas exports in February were 28,000 units, an increase of 243.4% year-on-year.
Some time ago I also discussed a topic with a friend, does Iceland still need so many electric cars, we all laughed when we talked about it, but it is indeed a good idea to export to overseas markets.
You're just starting to really get to know BYD
February's sales report single out, to BYD to open a single page specifically exaggerated is not excessive, the rally can be called a plane, other families are still trying not to fall, BYD with sales to tell everyone, sorry maybe I just started.
This new energy East Wind blows, but also directly to BYD into the various lists, in February narrow passenger car manufacturers wholesale sales of the top ten car companies ranked, BYD directly ranked third; retail is more directly second, surpassing SAIC Volkswagen; placed in its own brand, BYD directly became a new "brother", this day seems to change.
According to the data, BYD's overall sales in February were 90,000 units, an increase of 336% year-on-year, and this increase mainly came from new energy models, of which BYD's new energy passenger car sales were 87,000 units, an increase of 764.1% year-on-year.
Specific to the market segment of the model list you understand how this number came from, for example, in the February car sales list, BYD Qin ranked fourth, sales of 24501 vehicles, an increase of 1289.7% year-on-year, the other 14 models shortlisted for the highest increase is only 64% of the Camry, there are several falls; and in the February new energy car sales list, in addition to Hongguang MINI firm in the first, the next three are all BYD, BYD Qin 2nd, BYD Han 3rd, BYD Dolphins 4th place, what is the dominant list, this is it.
The most surprising thing is the SUV sales list in February, BYD Song ranked first, February sales of 24532 vehicles, an increase of 298.8% year-on-year, Honda CR-V ranked second, Haval H6 ranked third, Tesla Model Y can only be fourth, this has never been the case in the past, about, Honda in bitterness, Haval is also a bit Alexander.
Recall that a few days ago, BYD Song Pro DM-i was just officially launched, and there were Ocean series and destroyer series models on the way to come, BYD stumbled on the new energy road with tears for so many years, and this spring finally belonged to it completely.
This shuddered and opened my stock and looked at BYD's price.
The car market slipped, and the joint venture had to carry some pots
Despite the poor sales in February, the car still sold 597,000 units, still the largest segment in the automotive sector, the overall data is up 6.1% year-on-year, down 40.4% month-on-month, this month-on-month decline is also the largest of several major market segments.
At a glance at the list, it is not difficult to conclude that the joint venture model is a bit lacking.
Since I studied sales a few years ago, the car rankings have always been old, especially Xuanyi and Langyi, in our jargon is "evergreen", but although it is an evergreen tree, their decline can not be underestimated, and the Sagittarius, which used to rank third, fell directly to the tenth, which was rare before, but Corolla did not enter the top ten in January, the main reason for this is that the supply has been very tight for several months, after the supply has kept up, coupled with the market adaptation period of the TNGA architecture, this time directly into the fifth place.
I remember when I first entered the industry to write about the sales of this part of the car, I often wrote that "Emgrand is the only independent brand model that has entered the car rankings", and today, Hongguang MINI is only worse than the second place Xinlangyi The sales figures of less than 600 units are really quite popular, and bydir Qin's year-on-year increase of more than 1,000 yuan is even more speculative, whether there will be any unprecedented big changes in the car rankings in March.
Uncle is still uncle, but you need to roll your waist
From the perspective of manufacturer ranking, FAW-Volkswagen is still firmly in the championship in both retail and wholesale, with wholesale sales of 129,000 vehicles, an increase of 6.8% year-on-year, of which the steady growth of FAW-Volkswagen Audi is the basis for it to sit firmly in the championship. It is worth mentioning that because Audi rose well, the February ranking of BBA luxury car companies also changed, With Audi rising to first with a score of 39,058 units, BMW with 37,001 units in second place, and Mercedes-Benz sales of 32,685 units remaining in third place.
SAIC Volkswagen, February sales of 91,000 vehicles, a year-on-year surge of 79.4%, at present, SAIC Volkswagen after a period of adjustment this year's recovery is obvious, which is mainly due to the steady increase in sales of the ID. series, and its main sales models such as Langyi, Passat, Tiguan and so on back to the market hot selling state.
In short, the north and south masses add up, you see, your uncle or your uncle, occasionally waist soreness can still stand up.
The Japanese system has also warmed up
Among the top ten car companies in the wholesale sales of passenger car manufacturers in The narrow sense of February, the previous Japanese sales were sluggish for a while, the main reason can be attributed to the lack of chip supply due to the epidemic, but now it seems that a lot of vitality has been recovered, especially in the february wholesale sales list, Dongfeng Nissan, FAW Toyota and Dongfeng Honda three Japanese car companies shortlisted in the top ten sales.
The best performer is Dongfeng Nissan, sales of 85,000 vehicles, an increase of 48.6% year-on-year, carrying the sub-model is naturally Xuanyi, in addition to FAW Toyota and Dongfeng Honda performance is also good, due to their cooperation, there is also the result of the aforementioned increase in the market share of Japanese brands.
However, Shu Shu privately believes that in addition to the chip recovery, the well-known fuel-saving performance of the Japanese system also makes it particularly eye-catching in this era of oil prices breaking 9, who does not like a tank of oil to run the world's Corollas.
Grand Chery deserves recognition
The overall environment is really not good, but Chery, who has always been a bit of a science and engineering man, is really worth bringing out a wave of shows.
Pay attention to Chery's public account and you will find that Chery has always had a topic of "Chery Group Sales Express", and the last sales report was still stuck on September 10, 2021, and then the recent sales volume a week ago.
The specific data is that Chery Group sold 60,419 vehicles in February, an increase of 26.4% year-on-year; of which 19,997 units were exported, an increase of 9.3% year-on-year; and sales of new energy vehicles were 10,702 units, an increase of 446.9% year-on-year. From January to February, Chery Group achieved cumulative vehicle sales of 147,459 units, an increase of 17.3% year-on-year. Among them, 46,897 units were exported, an increase of 33.9%, and 31,337 new energy units, an increase of 235.6%.
To achieve such results, mainly rely on Chery Automobile's flagship SUV model Tiggo 8 series, The sales volume of the Xingtu brand in February also reached 3551 units, an increase of 286.8% year-on-year, and the new energy track developed by the Jietu series and Chery also performed well.
It is very good to go abroad
Although the way to announce sales seems to use some "public relations words", in terms of the release time, Geely officially announced the latest sales in February on March 7, which is still earlier than most car companies.
According to Geely's official announcement, Geely Automobile's sales in February were 78,478 units, an increase of 2% over last year, the penetration rate of new energy products reached 18.5%, and the sales volume of China Star series products accounted for 24.5%.
The most detailed thing about this sales performance is the new energy products, which can be seen from three aspects, the geometric brand sold 7705 vehicles in February; the Krypton brand delivered 2916 vehicles in February, and the total delivery volume of the Extreme Kr brand as of February 28 was 12453 vehicles; and the sales volume of Ruilan Automobile, a new replacement brand under Geely Automobile, was 1618 vehicles in February.
Compared with the domestic market, Geely's performance in overseas markets seems to be better, Geely Automobile exported a total of 9851 units in February, of which Xingyue sales ranked first in the Saudi market segment, while Binyue models in Saudi Arabia, Qatar and Kuwait have long ranked in the top three market segments.
There is a reason for the accident of the Great Wall
As an independent brand head car company, Great Wall's sales in February are indeed unexpected.
According to the wholesale data released by Great Wall Motor, new car sales in February 2022 were 70,792 units, down 20.5% year-on-year, of which 6,037 were sold overseas, down 38.3% year-on-year.
For example, the Haval brand sales in February were 41994 vehicles, down 31.2% year-on-year, the monthly sales of the Haval H6 19620 were somewhat almost meaningless, the big dog and the divine beast were 7423 and 5009 respectively, the performance was acceptable; the Euler brand sales were 6261 vehicles, down 15.1% year-on-year, and the current black cat and white cat are successively in a state of suspension of receiving orders, the pace of the cat star people has to slow down, perhaps a short stay is also to prepare for the later brand upwards.
As for the WEY brand and the tank brand, they have achieved different growth rates year-on-year. At the same time, according to official statistics, the proportion of sales of more than 150,000 models this year increased to 15.5%.
For the February sales, Great Wall issued an announcement to explain the reasons for the decline in sales, which showed that the decline was mainly due to the Spring Festival holiday and the insufficient supply of body electronic stability systems (ESP) produced by Bosch Automotive Components (Suzhou) Co., Ltd., which is the exclusive supplier of ESP configurations for Great Wall Motors' main models.
This is the second pot of Bosch
Like the Great Wall, Changan's February was a surprise, with data showing that Changan Automobile fell 37.6% year-on-year to 60,682 units in February.
Behind this data, mainly because changan's main sales models have seen a near-cliff decline, of which CS75 fell from 32122 in January to 12297 in February, Yidong fell from 21324 in January to 9784, and CS55 fell from 29851 in January to 5013.
Judging from a document entitled "Report on the Serious Shortage of Sales Resources Caused by insufficient supply of Core Suppliers such as Bosch", it is mentioned that -
"Due to the continuous shortage of core-related parts, Changan Automobile has been in serious shortage of materials including Bosch airbag controllers and EPBI since February, which has ultimately led to a continuous sharp decline in production and a serious shortage of market terminal resources.
All explained, I also want to explain a wave
In fact, in the independent brands, GAC's performance is good, in the top 15 car companies in China's brand car sales from January to February, in addition to the smaller base of new car-making forces, such as Xiaopeng, Ideal, Weilai and other fast growth rate, GAC's growth rate is only ranked behind BYD's 192.1%, sales of 88,000 vehicles, an increase of 45.7%.
Just subdivided into models, GAC Trumpchi's high hopes for the shadow leopard sales have dropped significantly, only 2,002 units were sold in February, and among other models, only trumpchi GS4 sales were 10,002 units, the only model with more than 10,000 units, and Trumpchi M8 sales were 5,001 units.
In this regard, GAC Trumpchi also specially issued the "Announcement on the Shortage of Chips Affecting the Output of Some Models" on its official APP, which said that due to the increasing degree of intelligence of GAC Trumpchi products, the number of chips used in the whole car series is also increasing, and the global chip shortage has caused a certain impact on the production and delivery of M8 and Shadow Leopard models.
You see, everything is for a reason, February is just the beginning, are you afraid that this year will not solve the problem?
I am optimistic about the next car market, although March is just over halfway through, ACW editors are basically isolated, it's okay, if You Punch face in March and April, there will always be a pair of eyes looking for light, which is the basic quality of car clerks.
I still wish all the best friends of the manufacturers a big seller.