22/04/12
Lead
Although production and sales fell by double digits due to the suspension of production in March, SAIC Motor's cumulative sales in the first quarter of this year reached 1.22 million units, an increase of 6.84% year-on-year.
Author 丨 Li Sijia
Responsible editor 丨 Du Yuxin
Edit 丨 Chic
In Shanghai, under the control of the epidemic, the automotive industry has been hit hard. Whether it is the difficulty of supplying upstream parts or the production line, or the difficulty of terminal sales, it will bring losses to the car companies in the region.
As a "local" car company, SAIC Motor is at the forefront of the fight against the epidemic, and naturally will suffer trauma in this war without gun smoke. From a recent production and marketing express, this conjecture is also confirmed.
On April 8, SAIC Motor released its March production and sales report. According to the data released, SAIC Motor produced a total of 419,700 vehicles in March, down about 16% from 499,200 units in the same period last year, and total vehicle sales in March were 443,000 units, down about 10.11% from 492,900 units in the same period last year.
However, despite the double-digit decline in production and sales affected by the epidemic shutdown in March, SAIC's cumulative sales in the first quarter of this year reached 1.22 million units, an increase of 6.84% year-on-year. Among them, new energy sales were 192,000 units, an increase of 27.73% year-on-year.
1
The Volkswagen and General Motors sectors have been hit hard
From the perspective of different brands, SAIC-GM-Wuling has often occupied this position since squeezing out SAIC Volkswagen to become the sales champion of the group's joint venture sector, and from the perspective of this sales volume, it is still the same. According to the data, SAIC-GM-Wuling sold a total of 150,000 new cars in March, which was basically the same as the same period last year; the total sales volume in the first quarter was 326,000 units, an increase of 5.65% compared with the same period last year.
Recently, Hongguang MINIEV GAMEBOY was successfully listed. A total of 4 models of the new car were launched, with a price range of 55,800-69,800 yuan, providing consumers in the market with new ways to play and choose again.
We all know that since the listing of Hongguang MINIEV in July 2022, a new blue ocean of small new energy market has been opened up in an unknown, and with the convenience and economy of small cars, it has won the favor of a large number of consumers, especially young people, and the sales volume of the series has exceeded 650,000 units so far, becoming the sales champion of China's new energy market for 19 consecutive months, becoming the "dark horse" and "head sheep" in the domestic new energy vehicle market.
From the order of Hongguang MINIEV GAMEBOY: from march 9 blind booking to now April 8, GAMEBOY 30 days of time orders exceeded 30,000 units, it can be seen that this car has received a lot of attention, is not listed first. If the follow-up mini car market is still hot, then Hongguang MINIEV GAMEBOY can also provide increments for the Wuling brand.
The second-highest-selling joint venture segment in March was SAIC Volkswagen, which sold about 110,000 units in March, a slight decrease of 2.5% year-on-year. 21％。 It is reported that SAIC Volkswagen's Shanghai plant has a total of one plant, two plants, three plants and new energy vehicle plants, all located in Anting Town, Jiading District, Shanghai headquarters, and will undoubtedly suffer a huge impact on production and sales in this epidemic prevention and control.
It is reported that before the closed-loop management, SAIC Volkswagen Anting No. 1 Factory produced more than 320 vehicles per day, while during the closed-loop management period, it produced 200 vehicles per day. Although production has stabilized, production capacity has dropped significantly. Perhaps without the "suspended" production line under the Shanghai epidemic, SAIC Volkswagen can have a better performance.
However, although sales fell slightly in March, SAIC Volkswagen sold 331,200 units in the first quarter, up 32.97% year-on-year from 249,100 units in the same period last year, which also made it the only brand in SAIC that sold more than 100,000 vehicles in February.
Considering that the main plant is located in Shanghai, SAIC-GM is also "very injured" in this round of the epidemic.
According to the data, in the first quarter of this year, SAIC-GM's cumulative automobile production was 273,900 units, down 19.83% year-on-year; in the first quarter, sales were 274,500 units, down 18.24% year-on-year. Judging from the performance in March, its monthly production and sales were only 88,700 units and 88,500 units, respectively, down 31.30% and 31.42% year-on-year.
The sharp decline also made SAIC-GM the only sector in which sales fell in the first quarter of saic motor's six car companies.
At the same time, judging from the ranking of manufacturers released in March 2022, saic-volkswagen, which was affected by the epidemic, fell to 6th in its retail sales, SAIC-GM ranked 9th, and SAIC-GM-Wuling, which had a smaller impact, ranked 8th.
2
New energy that is "pushed"
The impact of the epidemic has caused SAIC Motor's output in March to decline significantly compared with the same period last year. Among the subordinate branches, only saic motor passenger car company and SAIC-GM-Wuling Indonesia branch two enterprises have increased in output compared with the same period last year, and others have also declined to varying degrees.
Specifically, SAIC Motor's passenger car sales in March 2022 were 62,200 units, up 7.25% year-on-year. In addition to the continuous performance of the two major brands of Roewe and MG, Feifan Automobile (R Car) has gradually participated in the performance of SAIC passenger cars.
At the end of March, the first batch of PPV prefabricated mass production vehicles of Feifan Automobile's Feifan R7 were officially rolled off the production line in March, which also marked the completion of the full line of R7 production line and the completion of online car manufacturing verification, and the maturity of the production line process equipment, the reliability and durability of the three-electric system, and the software and hardware matching degree of intelligent driving and intelligent cockpit are close to the mass production state. It is reported that the new car is expected to be listed in the second half of the year.
In terms of autonomy, in addition to SAIC Passenger Vehicles, Chase also ushered in a new market sales volume this year in March, with sales of 17,000 units and 6,940 units sold in overseas markets, taking into account the commercial and overseas markets.
Among them, the wide-body light passenger family sold 6,970 units in March and achieved cumulative sales of 16,340 units in the first quarter, following the continuous first place in the wide-body light passenger segment in January and February, once again consolidating its market position; in the MPV market, Chase sold 3,486 new cars in March; and the pickup family sold 5,215 new cars in March, an increase of 59% year-on-year.
At the same time, the record high performance in March also led to chase's cumulative sales of 42,000 vehicles in the first quarter, an increase of 18% over the same year, which can be regarded as a perfect end to the first quarter.
In addition, from the perspective of new energy models and exports, SAIC Motor still achieved growth in March.
According to the data, SAIC Motor's new energy vehicle sales in March were 74,500 units, an increase of 19.5% year-on-year. 61%; cumulative sales in the first quarter were 192,000 units, an increase of 27.73%, considering that overall production and sales declined in March. Therefore, new energy models may be the market segment that SAIC focuses on protecting.
In terms of exports, SAIC Motor's export and overseas bases sales in March were 50,300 units, up 4.95% year-on-year, and cumulative sales in the first quarter were 171,900 units, up 44.90%.
There is a reason why new energy models can get "push".
On the one hand, the recent increase in domestic refined oil prices is obvious, and the price adjustment in mid-March set a record for the largest increase since the implementation of the pricing mechanism, which is undoubtedly extremely unfavorable to consumers; on the other hand, the domestic retail penetration rate of new energy vehicles in March was 28.2%, an increase of 17.6 percentage points from the penetration rate of 10.6% in March 2021, indicating that the market has great promise.
Li Sijia
Leader of the anti-parsley alliance and long-time occupier of the first floor of the commune