Introduction: Bosch was willing to shave his body and vowed to pull the car company off the horse.
With Changan Automobile once again "rubbing" to the last one, it released a monthly production and sales express, and the sales list of 18 major automobile companies registered in the "Auto K Line" was also released.
Remember the statistics of the January 2022 car market sales ranking, only the second camp showed a trend of war on the verge of breaking out, and in February, I did not expect that such a trend had spread to every echelon of the list, which not only had the outstanding performance of the rising car companies themselves, but also once again let people use the most "direct" way to feel how serious the impact of the lack of cores was in the first quarter of the new year.
The three echelons are fully shuffled
Compared with the January auto market rankings, which are only "undercurrents", the sales rankings of major automobile companies in February can be described as "choppy".
First of all, Changan Automobile, which had created a "good start" in January with a proud year-on-year comprehensive increase, suddenly "burst cold" in February, with a single monthly decline of 15.1% year-on-year and a cumulative year-on-year increase of 0.17%, becoming the only enterprise in the top 5 of the total list that had a single-month decline and the slowest cumulative growth rate.
At the same time, Changan also gave up the position of the third-largest sales volume of the original listed automobile group to the GAC Group, whichse growth performance closely followed the shares of SAIC Motor Group and Dongfeng Group.
Compared with GAC Group, BYD, which was originally in the second echelon, is the biggest "dark horse" in this list. With a strong performance of 335.22% year-on-year growth and a cumulative increase of 194.5% in a single month, it surpassed Geely Automobile and Great Wall Motors in one fell swoop and ranked fifth in the list.
Interestingly, although SAIC Motor Group, which released the production and sales express report on the same day as BYD on March 3, still ranks first in the scale of production and marketing with an absolute advantage, SAIC Volkswagen, as the "ceiling" of the group's internal sales, has been broken by BYD and has become a big unpopular news for several consecutive days.
It is worth mentioning that BYD is also the company with the smallest month-on-month decline in this list except for Haima Automobile.
High year-on-year growth and low month-on-month decline, which is the best performance for new power brands to stabilize the status of the jianghu.
With a growth trend similar to BYD's, Tesla maintained the same level of competition as in January. However, the new forces army failed to keep up with this rhythm, and Xiaopeng Motors, which was close to 13,000 units in January, suddenly fell off a cliff in February, becoming the new power brand with the worst month-on-month decline in addition to the bottom-ranked zero-run cars.
This also led to Xiaopeng Automobile directly losing two places in February, barely ahead of Weilai with an advantage of less than 100 vehicles.
Incidentally, WM Motors, which is also in the camp of new forces, finally announced sales in February, but compared with The silence in January, the sales announced in February are really not sincere. 3311 vehicles, not only from the data is not as good as the zero-run car, but also a careful look is still the caliber of "insurance number", so WM Automobile failed to be included in the list of this issue.
Next likely to slip off the list are Haima Motors and Beiqi Blue Valley. With the low performance of 1539 vehicles in January, although Haima car sales in February were only 2143 vehicles, this also made it the only car company in this issue to achieve year-on-year growth, while also surpassing Beiqi Blue Valley, whose sales slipped to 1263 units. It seems that it will not be long before they really say goodbye to this list.
It is all the curse of "lack of core"
After a brief review of the list, it is not difficult to find that it actually led to a comprehensive reshuffle of the three major echelons, on the one hand, because of BYD's absolute "dark horse"; on the other hand, it is also related to some restrictive factors that penetrate the entire industry.
On March 8, in the production and sales express reports released by Geely Automobile and Great Wall Motors, the adverse effects of chip shortages were mentioned.
If at that time, people did not realize how serious the matter was, then two days later, when Changan Automobile released a production and sales report that fell across the board, the grim situation was so directly displayed in front of people's eyes for the first time.
However, unlike the previous two, Changan Automobile did not mention the chip shortage in the announcement, but in the following hours, a report on the lack of supply of core-related suppliers such as Bosch appeared on the Internet under the name of "Reports from Various Departments of Changan Automobile".
Even those who are not familiar with the domestic car market may have heard about the rapid spread of chip shortages since the second quarter of last year. At that time, the automotive industry was first "missing cores", followed by "less electricity", and looking at the science and technology circle, many product launches were jokingly called "releasing an air".
Not long after, the currency circle "mining disaster", followed by rumors that the price increase and shortage of chips such as graphics cards will not last until 6.18 this year. At the same time, it is not difficult to see from the 2021 financial data released by more and more automobile-related listed companies that the vehicle companies are looking for "flat replacement" to maintain shipments, and the new energy and intelligent listed companies that have mastered a certain degree of resource advantages in the early stage are taking off in situ with profits and stock prices.
Although Bosch is not explicitly mentioned in the Geely automobile sales announcement, it is not difficult to infer from the mentioned ESP chips that there is a high probability that it is similar to Great Wall Motors and Changan Automobile, and it is also related to Bosch, and in Bosch's 2022 full-year forecast at the beginning of the year, the chip shortage may not start to develop in a good direction until the second half of the year.
In February, a number of chip industry chain employees such as Bosch Suzhou were diagnosed, which is one of the reasons for the above consequences. At the same time, BYD, which is preparing to split its semiconductor business, is temporarily leading in this round of competition.
If a piece of sand has a brain, then it will definitely find a way to become a hot chip. If those car companies that are temporarily lagging behind have chips, who among them will stand out first? We'll see.