【Keywords of this article】Passenger car / luxury car / new energy / sales volume / average price / discount rate; this article uses the caliber of insurance data.
In February 2022, the retail sales volume of domestic passenger car dealers was 1.156 million units, down 48.9% month-on-month and 11.1% year-on-year; of which new energy vehicle sales were 246,000 units, down 21.7% month-on-month, up 158.6% year-on-year, and the market share was 21.3% up 7.4% from the previous month; pure electric new energy vehicle sales were 188,000 units, down 22.1% month-on-month, up 132.5% year-on-year, and the market share was 16.2% up 2.3% from the previous month.
Luxury car sales in February were 188,000 units, down 50.7% month-on-month and 12.1% year-on-year, with a market share of 16.2% unchanged from the previous month; among them, the sales of high-end new energy vehicles of luxury new forces were 45,000 units, down 20.3% month-on-month and 47.2% year-on-year.
From January to February, the cumulative sales of luxury vehicles were 568,000 units, down 5.7% year-on-year, of which fuel vehicle sales were 494,000 units, down 9% year-on-year, mainly due to the shortage of chips. Pure electric and plug-in models increased by 31% and 67% respectively; from January to February, BMW sold 147,000 units by brand, an increase of 2.4% year-on-year, and Mercedes-Benz and Audi sold 133,000 and 112,000 units, respectively, down 6.7% and 10.2%, mainly due to the shortage of chips in January.
February coincided with the New Year's holiday, the effective sales date decreased compared with the previous month, and the shortage of superimposed chips led to a decline in sales in the luxury car market. In the first two months of this year, some cities also rebounded from the epidemic, and new car sales stagnated. In March, key cities of domestic automobile sales such as Shanghai, Beijing, Shenzhen, Guangzhou, Suzhou, Dongguan, Wuxi and Jilin Province even adopted lockdown strategies due to the epidemic, which had a greater impact on automobile sales, and it is expected that new car retail sales in the first quarter of this year will decline by more than 10% year-on-year.
Mercedes ◢
In February, insurance statistics showed that Mercedes-Benz brand sales were 40,000 units, down 57.2% month-on-month and 15.3% year-on-year; its Chinese-made models sold 32,000 units, down 56.7% month-on-month and 16.4% year-on-year; imported model sales of 0.9 million units, down 58.6% month-on-month and 11.1% year-on-year.
According to the author's survey data, in February, the average transaction price of mercedes-benz brands was 477,000 yuan, and the discount rate was the same as that of the previous month.
In February, Mercedes-Benz sales were in front of GLC and E-class, and under the influence of chips, the focus was on maintaining models with higher prices, which was very important for revenue and profit; C-class cars sold 5100 units this month, and since the re-listing in July 2020, the C-class cars have not returned to their previous scale, and production has been affected by the supply of parts. In February, Mercedes-Benz imported large car sales have a good year-on-year growth, Maybach, G-Class, GLS and coupe sales have maintained growth, these large cars to the dealer's profits have greatly helped.
BMW ◢
In February, insurance statistics showed that BMW brand sales were 39,000 units, down 63.9% month-on-month and 20.6% year-on-year; its domestic model sales were 33,000 units, down 63.8% month-on-month and 14.8% year-on-year; and imported model sales were 0.6 million units, down 64.7% month-on-month and 41.9% year-on-year. MINI brand sales were 0.2 million units, down 39.3% sequentially and 27.1% yoY.
According to the author's survey data, in February, the average transaction price of BMW brands was 417,000 yuan, and the discount rate was nearly 1 point lower than that of the previous month; BMW sales decreased, and the discount on new car retail was also reduced.
BMW's sales exceeded 100,000 units in January, and February sales fell sharply month-on-month, mainly because the factory encountered problems in the supply of parts, which also showed that the situation exceeded expectations. In the face of new changes, BMW timely adjusted the sales guidelines in February and March, dealer retail, the price of new cars also changed month-on-month, discounts have narrowed; from the production point of view in February, Mercedes-Benz, BMW, Audi are on the same level, last year BMW has an advantage in procurement, domestic car production is better than Mercedes-Benz and Audi.
Audi ◢
In February, insurance statistics showed that Audi brand sales were 40,000 units, down 45.6% month-on-month and 6.7% year-on-year; Its Chinese-made models sold 36,000 units, down 45.9% month-on-month and 4.1% year-on-year; imported model sales were 0.3 million units, down 41.7% month-on-month and 29.0% year-on-year.
According to the author's survey data, in February, the average transaction price of the Audi brand was 337,000 yuan, down about 10,000 yuan from the previous month, and the discount rate increased compared with the previous month. Imported car sales fell in February, resulting in a decline in the average brand price.
In February, Audi production is better than batch sales, but the new car retail discount declined, mainly in February passenger flow decreased, dealer expectations have changed; the first half of this year will still be affected by chip shortages, supply and demand will continue the second half of 2021, as long as car companies pay attention to the pace of batch sales, retail prices should be able to remain stable.
Cadillac ◢
In February, insurance statistics showed that cadillac brand sales were 10,000 vehicles, down 54.4% month-on-month and 28.7% year-on-year; in February, the average transaction price of cadillac brands was 293,000 yuan, and the discount rate was the same as last month.
Lexus ◢
In February, insurance statistics showed that Lexus brand sales were 12,000 vehicles, down 34.9% month-on-month and 22.1% year-on-year; in February, the average transaction price of Lexus brands was 455,000 yuan, and the discount rate was the same as last month.
Volvo ◢
In February, insurance statistics showed that Volvo brand sales were 0.8 million vehicles, down 48.7% month-on-month and 19.0% year-on-year; in February, the average price of Volvo brands was 361,000 yuan, a decrease of 0.6 million yuan from the previous month, and the discount rate increased compared with the previous month.
Jaguar Land Rover ◢
In February, insurance statistics showed that Land Rover brand sales were 0.4 million units, down 48.2% month-on-month and 17.0% year-on-year; in February, the average transaction price of Land Rover brands was 766,000 yuan, an increase of 43,000 yuan from the previous month, and the discount rate was reduced; in February, Land Rover domestic model sales were 0.2 million units, down 42.2% month-on-month and 19.4% year-on-year; imported model sales were 0.2 million units, down 53.3% month-on-month and 14.3% year-on-year.
Porsche ◢
In February, insurance statistics showed that Porsche brand sales were 0.3 million vehicles, down 63.7% month-on-month and 26.6% year-on-year; in February, the average transaction price of Porsche brands was 928,000 yuan, an increase of 48,000 yuan over the previous month, the discount rate was 1 point lower than the previous month, and the profitability of dealers further increased.
Lincoln ◢
In February, insurance statistics showed that Lincoln brand sales were 0.4 million units, down 52.4% month-on-month, an increase of 8.8% year-on-year; in February, Lincoln domestic model sales were 0.4 million units, down 52.0% month-on-month, up 27.2% year-on-year; imported models sold 129 units.
Copyright Notice: This article is @Sangzhiwei #Original Debut# reprinted or adapted, please communicate with me, if there is any infringement, the infringer will bear the corresponding legal responsibility.
2022-03-23