Yesterday, the Association released its retail sales figures for March, and the focus here is on the SUV sector.
Looking at the overall situation of the car market, domestic passenger car sales in March were 1.579 million units, down 10.5% year-on-year and up 25.6% month-on-month; the cumulative sales volume from January to March was 4.915 million units, down 4.5% year-on-year. Total SUV sales were 742,000 units, down 5.6% year-on-year and up 25.9% month-on-month, and cumulative sales this year were 2.308 million units, down 2.3% year-on-year. From the data point of view, the SUV is the better of several major models.
In March, the automobile market suffered a lot of losses due to the epidemic, especially in Jilin and Shanghai, the two hardest hit areas are also important automobile production bases in the mainland, and the corresponding control measures have affected all aspects of production, logistics to sales, etc. The retail sales of FAW-Volkswagen, SAIC-GM, SAIC Volkswagen and other car companies have fallen by 30-40% year-on-year, and FAW-Volkswagen even had to give up the top position of wholesale sales of manufacturers.
What kind of performance will the automobile market under the influence of the epidemic be?
Shenche continued to slump, and the Great Wall supply chain made it worse
As mentioned in last month's SUV sales analysis, the Haval H6 once again lost the top spot, selling less than 19,000 units, slipping to third place, an unusual phenomenon. Last month, the overall production and sales of the Great Wall had a relatively significant decline, and the Great Wall's explanation at that time was that the lack of ESP had affected the production of the whole vehicle, but this momentum had not stopped until March.
In March, it was no surprise that the Tesla Model Y topped the SUV list with nearly 40,000 sales. The Haval H6 rebounded slightly to 19,303 units, but still recorded a 43.7% year-on-year decline — more than 34,000 units sold at this time last year and fell one more place in the rankings.
The situation of the Great Wall this month is still not ideal, the group's sales fell by 8.86% year-on-year, the Haval brand fell by 18.83% year-on-year, considering the outbreak of the epidemic in many places in March, there is reason to believe that the fermentation of the epidemic has further aggravated the tension in the supply chain, thus affecting production capacity and sales. At present, the epidemic is still continuing, and tank 300 even announced a temporary suspension of production on April 14, and the Great Wall is afraid that it will be in a downturn for a while.
In stark contrast to the Great Wall, Chang'an came alive again. The two Brothers of Chang'an, who have been very strong in February, were collectively lost, with only more than 12,000 CS75 vehicles left, and CS55 even falling out of the TOP 15, Changan explained that it was the tight supply of chips and the impact of the Spring Festival holiday. But a month later, the sales of CS75 rebounded to 22,000 vehicles and surpassed the Haval H6, the second generation of CS75 PLUS, which has just been replaced, has not decreased in popularity, while the CS55 has returned to the fifth place, it seems that Chang'an has been relatively less affected by the epidemic, of course, it depends on the situation in April.
VW: I was so unlucky
Volkswagen should be the most affected by this wave of epidemic and the most unfortunate car companies, the north and south of volkswagen are basically in Shanghai and Changchun, Jilin Province, which is the two hardest hit areas of this wave of epidemics. Therefore, we can see that the evergreen Tree Langyi in the family car market has fallen out of the top three of the car sales list in March, and sagittarius and Bora have fallen by 56.9% and 67.8% year-on-year.
As for the SUV market, the pattern in recent years is that the TOP 15 is basically dominated by Japanese and independent brands, and there are several familiar faces coming and going. Although volkswagen is not strong, it will always leave the only seedling of Tiguan L. In March, Tiguan L disappeared from the sales list, the specific sales volume was 8155 vehicles, even more than 700 less than the February of a big holiday, in addition to the Mercedes-Benz GLC and BMW X3 two luxury brands, SUV sales list TOP 15 is rarely a German car.
Speaking of the BBA, mercedes-benz GRC and BMW X3 were on the list in March, leaving the Audi Q5L one, which is also uncommon, and the impact of the epidemic has further widened the gap between it and Mercedes-Benz BMW.
High-quality newcomers are coming
Since the listing of Xingyue L in July last year, monthly sales have climbed rapidly and stabilized at more than 10,000 vehicles, which is not without reason: this is a new car that our editorial department has tried and praised, with quality that can reach the international level, but there is still a cost performance ratio of its own brand, and the sales data says that Star Yue L has been recognized by the market. After the wave pushed the front wave, when the opponent faded for various reasons, the stable performance of the Hoshikoshi L finally succeeded in ranking among the TOP 15 of the SUV sales list, in fact, with its product strength worth higher sales and rankings.
There is also a low-key dark horse, that is, Changan Auchan X5, which has been quietly on the list for 3 months, but lacks popularity because the brand is not loud enough. Auchan is Changan's brand that takes the low-price route, mainly for consumers in second- and third-tier cities, Auchan X5 is listed in mid-2020, as a compact SUV, the price is only 6.99-10.79 million yuan, the listing sales continue to remain at more than 10,000 vehicles, stable performance is an important reason for it to be on the list.
Auchan X5 has a young sports design, the configuration is not bad, I believe it is favored by young users with a small budget, maybe Auchan did not expect to have such a good market performance when launching this model.
The editor said: The main factor in the car market in March or the epidemic, especially the two major automobile bases in the mainland have greatly slowed down the production efficiency due to the epidemic, as mentioned earlier, the epidemic will be affected in all aspects of production, logistics, sales and so on, I hope that this wave of epidemic will end as soon as possible, whether it is our life or the car market can return to normal.