Author 丨 Yang Jing
Responsible editor 丨 Luo Chao
Edit 丨 Chic
Market overview: In March, whether it is the field of traditional fuel vehicles or the new energy sector, including new car manufacturers and micro-electric vehicle companies, independent brands blossomed at many points. In March, 861,900 new vehicles were sold, up 21.7% year-on-year, and from January to March, 2.461 million new vehicles were sold, up 21% year-on-year. The joint venture brand has declined to varying degrees, which is another victory for independent brands.
Among them, Changan Automobile defeated the joint venture car company and won the single-month car company championship for the first time. However, throughout the first quarter, BYD, which was the least affected by the epidemic and supply chain, surpassed Changan Automobile by about 3,000 vehicles in terms of overall sales through the blessing of new energy vehicles. This year, there is a high probability that Changan Automobile and BYD will compete for the first place in their own, but we cannot underestimate the potential energy of Geely Automobile.
In addition, Haval and Chery fell behind seriously. On the contrary, trumpchi, Roewe, Auchan and other traditional car companies showed full tenacity and seized the opportunity to achieve sales increase in March. The Trumpchi GS8, which is supplemented by hybrid technology, has returned to glory, allowing Trumpchi to enter a high-quality and high-volume development trend. Tanks and Starways in the autonomous high-end also perform well, which may be the embodiment of China's consumption transformation.
On the other hand, 32 independent brands did not sell in March, and the number of car companies with sales of less than 1,000 vehicles also reached 16. Even if the car companies that are not in it are also mixed with many car companies in a safe corner, such as Haima, Southeast, Kaiyi, etc., are still struggling, and this year's tragic market situation will bring these car companies back to their original shape.
In the development of China's automobile industry, one wave of car companies are delisted, and another wave is emerging with the east wind of micro-electric vehicles. Among them, Jiangsu, Shandong and other places of low-speed electric vehicle enterprises are the most abundant, once the micro-electric vehicles to saturation, in the future capacity utilization, these provinces will most likely have a new round of overcapacity situation.
