In the face of the impact of the epidemic, the march automobile production and sales data revealed what key information | Su Yunong's long shot

Pressure on the auto industry in March was a bit large, with a widespread rebound in the epidemic, rising raw material prices, chip shortages and other issues that brought about an interactive impact. Many new energy vehicles have to increase prices. The pandemic has left many factories unable to produce. Because it is impossible to conduct real-car testing, it also affects the progress of research and development. Many roads have been blocked due to the epidemic, which has affected the logistics supply of spare parts and vehicles. Moreover, Shanghai and its surroundings are themselves an important market for new energy vehicles, and they have been in a state of strict control of the epidemic for a long time, which has also affected sales.

During this period of time, we have communicated with many leaders of car companies in Shanghai, and everyone is generally not optimistic about the market at this stage.

According to the data of the Federation of Passenger Vehicles, the retail sales of the passenger car market in March were 1.579 million units, down 10.5% year-on-year. Among them, cars, SUVs and MPVs are only slightly better than the Spring Festival month, but they are still at the low point of the past six months.

However, new energy passenger car retail sales in March were 445,000 units, up 137.6% year-on-year and 63.1% month-on-month. The high growth situation continued. On the one hand, new energy vehicles have policy advantages, and as the choice of the second car of many families, consumer demand still exists; on the other hand, many car companies have announced price increase information, which also prompts consumers to actively place orders. However, there are obvious concerns about eating grain, and whether the growth can continue until April is worrying.

Among the new energy vehicles, the most eye-catching is Tesla. The Model 3 sold 26,024 units, ranking third in a sedan; the Model Y sold 39,730 units, the first in SUV sales. Tesla sold a total of 65,754 units, a new high this year. This sales volume has surpassed FAW Toyota, Guangqi Honda, Dongfeng Honda and other joint venture plants.

As far as a single model is concerned, SAIC-GM-Wuling Hongguang MINIEV sold 41,980 units, ranking first among all models. Recently, Hongguang MINIEV has launched a Gameboy model, which is aimed at male users and expands the ability to subdivide coverage. At the same time, Chery QQ ice cream with similar positioning has also sold 11687 units, and Changan Automobile will also launch "glutinous corn" this year, reflecting the potential of this market space.

However, as far as the new energy enterprises as a whole are concerned, BYD has become the first car company in the world to completely stop production of fuel vehicles, ranking first among new energy vehicle companies with 103229. And its Qin, Han, Song, Yuan and Dolphin sales have exceeded 10,000, becoming a hit. It can be said that the scenery is infinite.

The sales order of the new forces became "small and zero". Hahaha, this is not the name of a badminton player. Xiaopeng Automobile's sales volume of 15414 has become the top of the list of new forces, and P5 and P7 are tied. Second, Nezha U Pro has effectively increased sales after its listing. The ideal relies on only one car, but the sales of the ideal ONE11034 units have become the champion of the new power bicycle. Zero Run ranked fourth with 10,059 units, with sales of the T03 and C11 models similar. NIO did not exceed 10,000, and the ET7 delivered 163 vehicles in the first month. Another thing worth mentioning is that Huawei's cooperation with Jinkang's Q&A M5 appeared in many Huawei stores, with sales of 3,045 vehicles in March, which has almost caught up with Weima.

In contrast, fuel vehicles are much more uncomfortable. Compared with the previous sales at the forefront, the most competitive joint venture compact models, such as Dongfeng Nissan Xuanyi, SAIC Volkswagen Langyi, GAC Toyota Leiling, FAW Toyota Corolla, FAW-Volkswagen Sagittarius, SAIC-GM Buick Yinglang and FAW-Volkswagen Bora, all showed sharp declines year-on-year. This has also caused joint ventures such as North-South Volkswagen, Dongfeng Honda and Guangqi Honda, SAIC-GM, and Dongfeng Nissan to experience a significant year-on-year decline.

In the field of SUVs with obvious advantages of independent brands, the Great Wall Haval H6 and Changan CS75, which used to rank in the top two, ranked 4th and 3rd respectively, and there was also a sharp decline year-on-year. But this does not mean that the independent brand has lost its momentum, the Great Wall's explosive model tank 300 is still difficult to find, and the sales of Changan CS55 have soared, catching up with the 75. In March, 750,000 self-owned brand retail units were sold, up 17% year-on-year and 37% month-on-month. The domestic retail share of independent brands was 48.2%, an increase of 11.5% year-on-year.

Luxury car retail sales of 230,000 units, down 14% year-on-year, is also relatively in decline. Mercedes-Benz BMW Audi's domestic models fell by more than 20% year-on-year in March.

April is the traditional peak marketing season, recently including the Tank 500, the domestic BMW X5, the all-new Mondeo, the Geely Star Yue L Thor Hi · Heavy new cars such as X oil-electric hybrid version were launched. However, judging from the lifting of the ban on the epidemic, the market in April is difficult to say optimistic, and the supply chain problems caused by March will expand their impact in April. The hkrapielation expects retail sales in the auto market in April to be significantly lower than in March.

Finally, let's take a look at the top ten models in terms of passenger car sales in March: among them, 5 new energy vehicles account for half, and 5 independent products also account for half. The Haval H6 fell out of the top 10 in a rare way.

No.1 SAIC-GM-Wuling Hongguang MINIEV 41,980 units increased by 42.7% year-on-year

Second place Tesla Model Y 39730 units increased by 291.4% year-on-year

Third place Dongfeng Nissan Xuanyi 30240 units down 31.6% year-on-year

Fourth place BYD Song 26723 units increased by 143.8% year-on-year

Fifth place Tesla Model 3 26024 units up 2.8% yoy

Sixth place BYD Qin 24791 units increased by 438.8% year-on-year

Seventh place Changan CS7522811 units down 24.8% year-on-year

8th GAC Toyota Camry 22,518 units up 72.8% y/y

Ninth place SAIC Volkswagen Langyi 21331 units down 39.7% year-on-year

10th Changan Yidong 20353 units increased by 34.8% year-on-year