Titanium media APP news on May 9, 2021 car sales champion SAIC Motor Announced the April production and sales express, under the influence of the epidemic, SAIC Group's production and sales fell by more than 60% year-on-year. Vehicle production in April was 158,000 units, down 62% year-on-year, and Sales in April were 167,000 units, down 60.3% year-on-year.
Among them, SAIC Volkswagen fell the most obviously, with production of 27,307 units in April, down 75.11% year-on-year; sales in April were 30,008 units, down 72.29% year-on-year. SAIC-GM's production and sales of 23,807 units and 23,829 units also fell by 68.56% and 70.44% year-on-year, and SAIC's production and sales of passenger cars also fell by more than 65%. SAIC-GM-Wuling and SAIC Maxus, whose production bases outside Shanghai, performed slightly, but they still fell dramatically. Commercial vehicle production in the commercial vehicle sector, including Shenwo, SAIC Hongyan and Nanjing Iveco, fell by 75.26% in April, while sales fell by 85.34% off a cliff.
Judging from the production and sales data of the first four months, SAIC Motor performed well from January to March, but the suspension of production from late March had a great impact on it. Although many of its brands have done their best to ensure production, SAIC Motor's production and sales data in April still performed poorly due to the lack of raw material supply and logistics interruptions. Affected by April data, SAIC's cumulative sales in the first four months also changed from a year-on-year increase of 6.8% in the first quarter to a year-on-year decline of 11.2%.
IT IS NOT ONLY SAIC MOTOR THAT HAS BEEN AFFECTED BY THE EPIDEMIC IN APRIL. In the data released by Great Wall Motor today, the sales volume in April was 58,284 units, which is far from the data of 100,930 vehicles in March. The sales volume of the head new force enterprise Ideal and WEILAI in April also fell by more than 20% year-on-year, which was also caused by the tight supply chain caused by the impact of the epidemic. Even GAC Group, which is far from the epicenter of the epidemic, fell to 128631 units in April, down 33.52% year-on-year; sales fell 124304 units, down 33.56% year-on-year.
At present, FAW Group and Tesla, which are in the hard-hit areas of the epidemic, have not yet released April production and sales data, but according to the previous forecast data of the Association and the China Automobile Association, the April sales performance of these companies may not be more satisfactory than THATIC.
April is already bad, will this May be good?
In this regard, SAIC Motor expressed optimism. It is said that at present, SAIC Motor's affiliated enterprises in Shanghai have more than 40,000 employees stationed in the factory to carry out closed-loop operation and production, and several major automakers have also achieved stable batch roll-off of the line. Among the 666 whitelist enterprises that have been fully guaranteed by the Shanghai Economic and Information Commission to resume work and production, the vast majority of the automotive supply chain enterprises are SAIC Group's parts supporting enterprises. According to SAIC Motor, more than 80% of the parts supporting enterprises will resume production in late May, and strive to reach the same period in 2021 with the output data in May.
SAIC Lingang Passenger Car Plant resumed production in an orderly manner (Source: Visual China)
At the same time, SAIC Motor said that it will not adjust its production and sales targets for this year, and will still "strive to reach 6 million vehicles". This will be an increase of more than 10% compared to the sales of 5.46 million vehicles in 2021. In the first four months of this year, SAIC Motor's cumulative sales volume was 1.3871 million units, and if it wants to achieve the preset target, it means that in the remaining seven months, it must go all out without repeating the epidemic.
Tesla, also in Shanghai, also stopped production in March and April, and restarted closed-loop production at the end of April. It is understood that Tesla's Shanghai Gigafactory plans to resume two-shift production as early as mid-May, and is preparing to recall more employees who comply with the epidemic prevention policy to ensure that the production line runs around the clock. For now, Tesla aims to restore production capacity to pre-shutdown levels in mid-May. Tao Lin, global vice president of Tesla, said: "We are full of confidence in China's development, believe that the epidemic is only a short test and challenge, we also see the ability of all walks of life to cope with challenges from the process of resuming work, and believe that (production) will soon return to normal." "Perhaps tesla's biggest difficulty in increasing production capacity comes from the parts inventory problem under the influence of the epidemic, and it is reported that its inventory can only maintain normal production for more than two weeks.
The reason for the decline in production and sales of GAC Group in April was attributed to the impact of the first epidemic dissemination and prevention and control policy upgrade in Some cities in Hong Kong and mainland China, which caused some of its vehicle manufacturers to stop production lines or semi-stop production. However, for May and the rest of the year, GAC group believes that there is no need to be too pessimistic, and it is expected to gradually recover to the best level with the gradual easing of the impact of the epidemic and the support of relevant national and local policies. In May and June, Guangzhou will add 30,000 car purchase indicators, Shenzhen will also increase car purchase indicators by 10,000 indicators, and Guangdong Province requires that all localities must not introduce measures to restrict car purchases. Perhaps GAC Group can breathe a sigh of relief in the next two months.
According to statistics, in recent days, Beijing, Tianjin, Chongqing, Zhejiang, Shandong and other regions have introduced policies to stimulate automobile consumption, coupled with the steady progress of social clearance in various places, vehicle manufacturers have gradually resumed normal production, and perhaps production and sales are expected to gradually pick up.