Affected by the new crown epidemic and the supply of parts, April may become the "waist cut month" for the sales of many automobile companies.
According to the China Association of Automobile Manufacturers, based on the weekly report data reported by key enterprises, in April, the sales volume of the automotive industry is expected to complete 1.171 million units, down 47.6% month-on-month and 48.1% year-on-year.
Just now, the Association released the latest data, in April, the national passenger car market retail sales of 1.042 million units, down 35.5% year-on-year. According to the association, 29 provinces reported confirmed cases of new crown pneumonia or asymptomatic infected people in April, and dealers in Shanghai, Jilin, Shandong, Guangdong, Hebei and other places were affected by the entry and transaction of dealers 4S stores.
At present, according to the data of car companies that have announced sales, the year-on-year decline of about 30%-40% has been "staged".
Great Wall Motor announced its latest sales figures, selling 53,700 units in April, down 41.41% year-on-year. Changan Automobile's sales were also not optimistic, with sales of 115,700 units in April, down 42.78% year-on-year. GAC's passenger car sales base in the same period is small, and the year-on-year decline is relatively small, with April sales falling 21.84% year-on-year to 20,118 units.
Among Chinese brands, only BYD's sales in April were not affected, but showed a sharp upward trend. According to data released by BYD, sales reached 105,000 units in April, an increase of 136.5% year-on-year. COMPARED's contrarian high growth, analysts believe that compared with most brands still based on fuel models, BYD's all "pure electric + plug-in hybrid" products and higher cost performance are the main reasons for the hot sales.
Compared with Chinese brands, the performance of joint venture brands is also sluggish. Among them, Guangqi Honda terminal car sales of 43,000 units, down 33.43% year-on-year; Dongfeng Honda terminal car sales of 52,000 units, down 38.44% year-on-year. Dongfeng's daily production and sales in April were 58,000 units, up 43.4% year-on-year.
The New Forces also had a "black swan" event in April. With 9,087 single-month sales of 9,087 zero-run cars, the little-known zero-run car won the championship of new car-making forces for the first time. Xiaopeng Automobile and Nezha Automobile ranked second and third with 9002 vehicles and 8813 vehicles respectively.
Ideals, which had previously performed strongly, were unsatisfactory, with sales of 4,167 and 5,074 units in April. In the face of a year-on-year decline of 24.7% year-on-year, the ideal side explained that some suppliers could not supply, and even some suppliers completely stopped working and stopped operations, resulting in the inability to continue to maintain production after the digestion of parts inventory, which in turn led to a decline in sales in April.
Written in the back: not broken, not standing, the April car market, it seems to be a waist cut, but there is no need to be pessimistic. A few days ago, the China Automobile Association also called on various localities to introduce "stimulus policies", such as the implementation of purchase tax incentives, the increase of car purchase indicators in restricted cities, and the smooth flow of second-hand car transactions, etc., to better promote the healthy and stable development of the automobile market.
Note: Images are from the Web