Introduction: In the hard-won first quarter of the "open door stable" national economic environment, the current car market chaos, will eventually settle the dust. But before that, there's going to be a wave of shock.
Not long ago, the National Passenger Car Market Information Association (hereinafter referred to as the "Passenger Car Association") released the domestic car market sales in March, and the data showed that under the retail and wholesale caliber, the market share of China's own brands exceeded 48%, and the retail share in the first quarter also reached 48%, setting a record level.
In the face of the resurgence of the epidemic and the industry challenge of the shortage of components such as superimposed chips, those who can come up with excellent sales performance in March are largely dependent on both strength and luck. In the sales rankings of major automobile companies counted by the automobile K-line, although this issue does not seem to have changed much, and the ranking changes only involve a few heads and tails, but its excitement is impressive.
1) Changan Automobile "brush rocket", BYD said "bye-bye" to the pure fuel vehicle
In March, Changan Automobile, which had long been ranked fourth, rose two places in a row, surpassing gazc group and Dongfeng Group with a monthly sales of more than 230,000 vehicles, ranking second in the list.
However, due to the large fluctuations in sales in the first two months of the year, even if the month-on-month increase in March reached 70.91%, the cumulative sales of Changan Automobile in the first quarter increased by only 1.63% year-on-year, although the single month performance was in the list of rockets, but this increase level was placed in the top 5 of the list, only at the bottom level.
It is encouraging to note that Changan Automobile's autonomous sector, due to the epidemic in March, pressed the north and south Volkswagens and topped the first place in the sales volume of a single chinese passenger car enterprise for the first time.
Correspondingly, the shares of GAC Group and Dongfeng Group have declined, but watching the gac group increase by more than 30% year-on-year in a single month, Dongfeng Group shares have a year-on-year decline of 18.55% in March, resulting in the interchange of the two rankings.
Dongfeng Group shares not only gave up the second place on the list to Changan Automobile, but even surpassed by GUANGZHOUC Group and temporarily relegated to fourth. It is worth mentioning that Dongfeng Group's month-on-month increase in March was only 8.51%, and this is actually the performance of the overall list, only better than Haima Automobile.
In the second echelon composed of BYD, Geely Automobile, Great Wall Motors, etc., the ranking of each automobile company remained unchanged, but BYD staged a "hero broken wrist", announcing that it would stop the production and sales of fuel vehicles while releasing the March production and sales express.
It is worth noting that in the first month of the official announcement of "abandoning oil from electricity", BYD still had a slight advantage, and even after N years, the monthly sales exceeded Geely Automobile and Great Wall Motors.
In contrast, Geely Automobile, which is also one of the three major private car companies, still maintained a steady and steady rhythm in March, with a slight increase of 1.14% year-on-year in a single month and a slight decrease of 2.26% in the first quarter. Great Wall Motors seems to be struggling, although it still broke through the horizontal line of 100,000 vehicles in a single month, but it fell by 8.86% year-on-year, and the cumulative decline in the first quarter also fell by 16.32%. Overall, this is almost the worst performance in the TOP 10.
2) 200% into the "waist" success code, Beiqi Blue Valley performance is eye-catching
Looking at the new power brands in the "waist" of the list, how high can the year-on-year growth rate be to stabilize their position?
Judging by the market performance in March, this growth rate will reach at least 200%.
Thanks to a year-on-year growth rate of more than 200%, Xiaopeng Automobile not only sold more than 15,000 vehicles in a single month in March, but also became the champion in the camp of new forces in addition to Tesla. Nezha Cars also stepped on this rhythm and followed close behind.
In addition, zero-running cars have become a dark horse in the camp of new forces this month, surpassing Weilai Automobile with a growth rate of more than 900%, and single-month sales exceeded the 10,000 mark, incidentally, the cumulative growth rate of zero-running in the first quarter reached 587.45%, which is also the highest in the list.
In contrast, the growth rate of ideal cars and Weilai automobiles in March is weak, especially Weilai automobile, not only the sales of Weilai automobiles stopped at 9985 vehicles in a single month, but also failed to join the club of 10,000 vehicles, and the year-on-year growth rate of single months and the first quarter was only double digits, which is almost the rhythm of the current traditional automobile companies, and it has not been able to show the appearance of the new forces of the past.
Finally, let's set our sights on the bottom of the list. Beiqi Blue Valley, which is at the bottom of the February sales list, has sold more than 5,000 vehicles in a single month, a year-on-year increase of 438.5%, and the cumulative number of vehicles in the first quarter is close to 10,000 vehicles, and the growth rate has reached 189.62%, becoming the leader of the "earth group" of the list.
Behind weima cars and seahorse cars is a different story. Busy on the Internet "whole life" of WM Motors, still has not announced the official caliber of sales, from the data released by the Association of Rides, although WM Motors continues to maintain growth in both a single month and a quarter (48.58%, 34.73%, respectively), but its monthly sales have shrunk to less than 4,000 units, less than a fraction of Xiaopeng, catching up with half of Weilai Automobile.
Haima Automobile has become the biggest regret of this issue's list, not only ranking at the bottom, but also the only listed company in the list that has fallen comprehensively in the same month and the first quarter. Without a strong partner, is Haima Really hanging? At least according to this sales performance, it will soon be goodbye to the list.
Whether it is Didi or the previously rumored Porsche, can you still pull a seahorse?
3) Resume work in April, position recovery?
Time to April, the sudden epidemic, so that the Beijing Auto Show once again had to postpone, but recently concerned about the car circle friends are not difficult to find that those new cars that should be unveiled in the spring are not late, but this feast that should belong to global car brands, but in a turbulent environment, it has become a carnival limited to European and American luxury car brands.
It must be admitted that in the case of the global epidemic rebound and the international situation, it is still possible to maintain the original rhythm of new car release, relying on its own strength.
At the same time, some people believe that the market share of independent brands has reached a new high, and there is an element of luck to some extent. Data show that in 2021, 1 out of every 10 vehicles produced in the country will come from Shanghai, and 1 in every 11 will come from Jilin. From the current point in time, it is not difficult to expect that there will be a larger-scale comprehensive reshuffle of the next April list.
Not long ago, economic data released by China's National Bureau of Statistics showed that gdp in the first quarter increased by 4.8% year-on-year, and even achieved an increase of 1.3% compared with the fourth quarter of last year. Under the complex international situation and severe epidemic situation, such "opening the door steadily" is not easy to come by. At the same time, it is reported that at present, Jilin and Shanghai are rapidly organizing the resumption of production and work.
In April, can independent brands still stabilize their dominant position? Who will stand out in the chaos? Let's wait and see.