Written by | Song Yuting
The weather in Beijing this year is very abnormal, the temperature at the end of April is obviously about to rush to 30, but it has become a single digit after the summer, making many people cry out for freezing to death in the summer. However, as "tragic" as the weather in Beijing is the Chinese auto market, which took a sharp turn for the worse after the ice was broken at the beginning of the year.
On May 6, according to the WeChat public account of "China Automobile Association Data", the China Association of Automobile Manufacturers estimated that in April 2022, 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; from January to April 2022, sales are expected to complete 7.68 million units, down 12.3% year-on-year.
#比亚迪4月破10万大关 #
The performance of the new hope of the automobile market - new energy market is also not satisfactory, affected by the recent epidemic, the supply, production, sales and logistics of the domestic automotive industry and other links have been greatly impacted, destroying the growth momentum of the market, although there are also bydir such as BYD such a head enterprise is still continuing to sail against the trend, but most of the car companies and new forces to build car sales have declined.
Tesla, which has always been the leader of new energy vehicles, can be said to have seen a cliff-like decline in Sales in April. On May 10, china car sales data released by the association showed that Tesla's sales in China in April were 1512 units, and all sales were domestic deliveries.
For the reasons for the decline in sales, Tesla said that unlike the inventory car model of traditional manufacturers, Tesla's direct operation model will send vehicles directly from the production line to the hands of users, and there will be no inventory, so when the Shanghai Super Factory was affected by the epidemic in April this year, the production end directly affected the delivery end.
After announcing the official suspension of fuel vehicles, BYD, which announced the official suspension of fuel vehicles, the cumulative sales of new energy passenger cars continued to exceed the 100,000-unit mark in April, reaching 105,475 units, an increase of 136.5% year-on-year.
The release of this data confirms by the facts that BYD's decision-making is correct, and BYD is expected to refresh the Chinese record again, topped the new energy passenger car sales championship, and achieved the "11 consecutive championships" of monthly sales since June last year.
It also helps BYD further consolidate its position in the industry and expand its leading edge under the background of many uncertainties such as the pressure on the supply chain of the new energy industry, the soaring prices of key raw materials, and the recurrence of the epidemic.
#新势力格局生变 #
Looking at the new forces of car manufacturers, they are also deeply cultivating new energy, but their fate is very different, and the sales volume in April has not exceeded 10,000.
Zero Run, Xiaopeng, Ne Zha, Weilai and Ideal, which ranked in the top five in sales data, delivered 9,087 vehicles, 9,002 vehicles, 8,813 vehicles, 5,074 units, and 4,167 new cars respectively, an increase of 228%, 74.9%, 120%, -28.6%, and -24.8% respectively.
It can be clearly seen that the pattern of the market has changed in this round of competition, and zero-run has won the monthly champion of new car-making forces for the first time, and for the first time, it has truly achieved zero-run new domestic car-making forces. In this regard, Zero Run Automobile said that based on global self-research, Zero Run adopted multi-supply enterprises and multi-regional planning in the choice of supply chain, which effectively improved the impact of the epidemic on supply chain supply assurance.
The ideal of a large decline and Weilai are basically planted in the supply chain.
It is understood that as early as mid-March, Weilai was affected by the epidemic in Changchun and Hebei, some parts were cut off, and Weilai Automobile was barely supported by inventory until the beginning of April, but it was again affected by the epidemic in Shanghai, Jiangsu and other places, which led to more partners unable to supply, and could only suspend production.
Li Bin, the founder of Weilai Automobile, said: "A car is not able to produce one part."
Shen Yanan, co-founder and president of Ideal Auto, also said, "Ideal Auto's Changzhou base is located in Changzhou, Jiangsu Province, in the heart of the Yangtze River Delta, and more than 80% of Ideal Auto's parts suppliers are distributed in the Yangtze River Delta region, and a large part of them are located in Shanghai and Kunshan, Jiangsu.
Affected by the epidemic in the Yangtze River Delta, some suppliers located in Shanghai and Kunshan, Jiangsu and other regions can not supply, and some suppliers even completely stop work and operation, resulting in the inability to continue to maintain production after the existing parts inventory is digested, which has a great impact on the production of Ideal Automobile in April, resulting in the delay in the delivery of new cars for some users. ”
Xiaopeng Automobile, whose headquarters and factories are located in Guangzhou and Zhaoqing respectively, has been less affected and affected by the epidemic due to the geographical advantages of its production bases. Moreover, He Xiaopeng, chairman of Xiaopeng Automobile, revealed that for the supply of the industrial chain, some ministries and commissions and competent departments are currently doing their best to coordinate.
Xin Guobin, vice minister of the Ministry of Industry and Information Technology, said: "In the next step, we will continue to strengthen coordination and linkage, improve policies and measures, and promote the stable and healthy development of the automobile industry."
The first is to stabilize production and reach production as soon as possible; the second is to actively promote consumption and encourage qualified places to introduce policies to promote consumption with gold content; and further increase the promotion of new energy vehicles."
#被涨价影响的购买热情 #
However, the new forces are not only facing the dilemma of no cars to sell, but also the price increase wave some time ago has also seriously affected consumers' enthusiasm for buying.
Earlier, Liu Yan, deputy secretary-general of the China Association of Automobile Manufacturers and director of the brand service and exhibition department, said in an interview with the media that the lack of willingness to consume will inevitably lead to a decline in sales.
According to more survey data, many car consumers who had been interested in postponing their purchase plans. The attitude of the people to buy bulk products is more rational and cautious, coupled with the impact of the epidemic, many people's quality of life has declined, their income has decreased, and the attractiveness of new energy models with increased prices has plummeted to consumers.
In this regard, some car companies have announced the postponement of price increases. On April 30, Jihu Automobile announced on its official Weibo platform to postpone the price increase of its models, which said, "Wave after wave of the epidemic, raw materials rise and rise, the policy is getting tighter and tighter, originally on May 1 to adjust the price, think about it, now it is not easy, decided to bite the teeth, insist on May 16 and then adjust the price." ”
Pole Fox is not the only car company to increase prices, but it has become the first car company to announce the postponement of price increases, and its announcement before the "May Day" is also intended to drive a wave of consumption during the small long holiday, while giving consumers a buffer period, but the effect we can only see next month. 【iDailycar】