In the first quarter, the sales ranking of car companies: BYD continued to lead far ahead, and Great Wall was squeezed out of the top 10
Although the sales of car companies have picked up in March, the focus of the entire industry in March is almost all focused on Xiaomi SU7. In addition, this year's Beijing Auto Show is approaching, and everyone is more curious, will there be a new restructuring of the industry competition pattern at that time?
In fact, as long as we analyze the changes in the sales volume of the domestic passenger car market in the first quarter of this year, who is moving forward and who is constantly regressing, it is clear at a glance that the trend of car companies this year has begun to emerge.
SUV sales were the highest in the first quarter
MPVs were the only year-on-year decline
According to the overall sales data for the first quarter recently released by the Passenger Car Association, the cumulative sales from January to March were 4.832 million units, an increase of 13.2% year-on-year. Among the major vehicle categories, the sales volume of new energy vehicles reached 1.772 million units in the first quarter, with the highest growth rate of 34.5% year-on-year.
The highest sales in the first quarter were SUVs, reaching 2.407 million units, up 20.3% year-on-year. Sedan sales were 2.186 million units, up 8% year-on-year. MPVs were the only model category with a year-on-year decline, with cumulative sales of 239,000 units from January to March, down 1.8% year-on-year. This set of data combined with the sales volume of each car company, it is not difficult to see the direction of each car company's own efforts and the trend of the overall automotive industry related fields this year.
"Leading boss" BYD continues to lead
But still under pressure to meet the full-year target?
BYD, the "leading boss", continued to lead in the first quarter, and the lead was very obvious. Since the sales base in the first quarter of last year has exceeded 500,000 units, the year-on-year growth rate from January to March this year still reached 15.2% on a high base.
Some people may think that according to the brand's target of 4.5 million units this year, it will be quite difficult to achieve this year's target based on 586,000 units in the first quarter. In fact, as long as BYD's sales in the first quarter of last year are compared with the actual sales of the whole year, it is not difficult to find that the real development period of the brand is in the second half of the year. Moreover, after their "Glory Edition" series hit the market early this year, coupled with the impact of the next favorable policies to stimulate automobile consumption, their year-end sales will still be quite amazing.
Regardless of whether BYD can finally complete the sales task, judging from the sales gap between the first quarter and other car companies, it is a high probability event for the brand to sit firmly on the sales throne.
Joint venture brand camp:
FAW-Volkswagen relies on the old book of fuel vehicles, and SAIC-GM has become a "negative teaching material"
After BYD, the three car companies FAW-Volkswagen, Geely Automobile, and Changan Automobile, whose sales in the first quarter were almost at the same time, temporarily formed the second echelon of the TOP10 car company sales list.
Among the three companies, FAW-Volkswagen increased slightly compared with the same period last year, and only narrowly beat the two independent car companies. It should be noted that Geely and Changan's sales in the first quarter were very tight, both 380,000 units, and the gap between the two was only a few thousand units. Although it was slightly inferior to FAW-Volkswagen in the first quarter, the year-on-year growth rate of these two independent leading car companies was more than double digits. In particular, their sales of new energy vehicles are also at the top, and Geely even surpasses Tesla, second only to BYD. Therefore, their "stamina" should not be underestimated.
In contrast, FAW-Volkswagen still relies on the old cost of fuel vehicles, and the main sales models are mainly from the contribution of Suteng (57,000 units), Tanyue (30,000 units), Magotan (38,000 units) and other products. In fact, FAW-Volkswagen's position as the sales leader of the joint venture brand is also stable, because SAIC Volkswagen behind it sold nearly 130,000 units less than them in the first quarter, almost a month less sales.
GAC Toyota and Dongfeng Nissan were among the two Japanese automakers in the top 10 in terms of sales in the first quarter, but neither of them exceeded 200,000 units. The former fell by 9.7% year-on-year, while the latter increased by 4%. Obviously, new energy products have not kept up with the pace of development of the domestic market, and fuel vehicles have been hit by the double blow of the price drop of entry-level models of luxury brands and the "high cost performance" of independent brands.
(Watchmaker/Intern Hao Peiqi)
As for SAIC-GM, which has been steadily forming the top three car companies in sales with Volkswagen in the north and south in the past few years, has disappeared from the TOP10 list, and the brand has been able to maintain its leading position in the field of MPV except for GL8, whether it is an SUV or a sedan, it lacks sufficient competitiveness, making the company a "negative teaching material" for the survival status quo of mainstream joint venture brands in China.
The Top Four of Independent Traditions:
Geely Chang'an went hand in hand in China, and the Great Wall was thrown farther and farther away
Geely and Changan Automobile are obviously in the leading position in domestic sales, and Chery Automobile's retail sales in the first quarter have approached 240,000 units. Although since last year, the brand has not only maintained the top three positions in overseas markets, but also has a rapid growth in domestic sales, but in terms of domestic retail sales, it will depend on the next performance. Since Chery Automobile's overseas sales account for more than half, if the cumulative sales figures officially announced by the company are used, Chery Automobile's sales in the first quarter will be higher than Geely Automobile's, ranking second to Changan Automobile.
Compared with these three, Great Wall Motor's ranking in the sales list has been receding, and it has been squeezed out of the top 10 car companies in the sales list for two consecutive years. In terms of sales in the first quarter, the Great Wall is not only not at the same level as Geely and Changan, but also left behind by Chery.
Note: The data is officially announced by car companies (including overseas sales), and Changan Automobile only counts the sales of its own brands.
Great Wall Motor's sales growth is mainly compared with itself. According to the official March production and sales report, the Haval brand, which constitutes the basic market of the Great Wall, sold 157,900 units in the first quarter, a year-on-year increase of 25%. The sales volume of the tank brand from January to March reached 49,000 units, doubling year-on-year, and the sales of the Wei brand achieved a triple-digit year-on-year growth rate in the first quarter.
However, the sales volume of Great Wall's new energy brand ORA from January to March was only 15,000 units, a year-on-year decrease of 15.41%. In March, when the sales of many car companies recovered, Ora sold only 6,000 vehicles, down 37.37% compared with the same period in the first quarter of last year.
Among the new energy products of other sub-brands, the best-selling Blue Mountain DHT-PHEV of the WEY brand sold more than 2,000 units per month, and the Haval Raptors and Tank 400 Hi4-T both fell from more than 4,000 units in January to 2,000-3,000 units in the past two months. Therefore, in the "post-Haval H6 era", how to rebuild the competitiveness of Great Wall in all aspects of intelligence, new energy and popular models is a problem that needs to be solved.
New Energy Vehicle Market:
Ask the world to become the "boss" of the new force in the first quarter
Compared with the new car manufacturers who only sell new energy vehicles, the market performance of traditional car companies in the field of new energy vehicles also plays a significant role in the overall sales of enterprises. It can be seen from the sales list in the first quarter that in addition to BYD, Geely and Changan have achieved sales of 137,500 and 126,800 respectively, and the former is even more powerful than Tesla, becoming the second largest car company in the first quarter of this year after BYD in sales of new energy vehicles. Tesla and Aion have become the two companies in the TOP10 with year-on-year sales declines.
Among the new car-making forces, the ideal car with unlimited scenery last year was stolen from the limelight by the question industry in the first quarter of this year, and the delivery volume of both companies in the first quarter was more than 80,000 units. Next, who can become the first brother of this year's new forces, the competition will be more intense. However, it will not be easy for both companies to achieve the sales targets set for this year. This year's sales target is 600,000 units, and the ideal is 800,000 units. At the end of the first quarter, the completion rate of Wenjie was 13.74%, and the ideal only reached 10%.
As early as January, Wenjie sold 32,973 vehicles, surpassing Li Auto to become the monthly champion of new force sales in one fell swoop. Many people also feel that with the ideal product reputation and model strength, it is only a matter of time to achieve overtaking. In February, when sales were dismal, Li Auto only narrowed the gap to less than 1,000 units, and it was still the question that sat in the top position of monthly sales. In March, when the overall sales volume picked up, the sales of Wenjie reached 31,727 units, which still became the sales champion. The first pure electric MPV released by Ideal: MEGA, which was originally intended to be built as an important incremental product, but because of the styling design and price, it suffered a "rollover", in exchange for a ridicule from the market, and the gap between the sales of Ideal and the question in the month expanded to 2,743 units.
Comparison of sales volume of new EV manufacturers in the first quarter
(Watchmaker/Intern Hao Peiqi)
Compared with the above two companies competing for the sales championship, the other two of the top three "Wei Xiaoli" are more like spectators. In the first quarter, NIO delivered a total of 30,053 vehicles, down 3.23% year-on-year, and Xpeng delivered 21,821 vehicles, up 20% year-on-year. The delivery volume of a quarter is equivalent to the monthly delivery volume of others, which is also the difference between the top three of the new forces in the past and the current one.
Written by: Nandu Bay Finance Agency reporter Liang Luozhe intern Hao Peiqi