A few days ago, the Passenger Association announced the sales list of domestic car companies and models in April, compared with the sales list announced by car companies, the standard of this list will be more uniform, so it is more convincing.
First of all, looking at the overall situation in April, the retail sales of the domestic narrow passenger car market were 1.532 million units, down 5.7% year-on-year and 9.4% month-on-month; The cumulative sales from January to April were 6.364 million units, a year-on-year increase of 8.0%. In other words, the performance in April was not good, but the overall performance of the auto market in the first half of this year was still okay.
Sedan sales were 711,000 units, down 8.9% year-on-year. down 9% month-on-month; The cumulative sales from January to April were 2.904 million units, a year-on-year increase of 3.5%. SUV sales were 738,000 units, down 1.2% year-on-year and 9.4% month-on-month, and the cumulative sales from January to April were 3.14 million units, up 14.2% year-on-year. The sales volume of new energy vehicles was 674,000 units, a year-on-year increase of 28.3% and a month-on-month decrease of 5.7%, and the cumulative sales from January to April were 2.448 million units, a year-on-year increase of 32.9%.
The Federation of Passenger Cars said that the sluggish sales of automobiles in April were due to the frequent news of market price adjustments, which led to a strong wait-and-see atmosphere among consumers, that is, everyone was waiting for price reductions. Moreover, the Federation of Passenger Cars said that the price war of new energy vehicles is not strong, and the internal differentiation is particularly serious.
In terms of the ranking of car companies, we focus on the retail list, BYD ranks first with 254,000 units, which is a cliff-like lead, with a market share of 16.6%; FAW-Volkswagen ranked second with 119,000 units, with a market share of 7.8%, but a year-on-year decline of 15.6%; Geely Automobile took third place with 115,000 units, a year-on-year increase of 31.2%, and its market share also reached 7.6%.
The 4th-10th places are Changan Automobile, Chery Automobile, SAIC Volkswagen, GAC Toyota, Dongfeng Nissan, FAW Toyota, and BMW Brilliance. It is not easy for BMW to enter the top 10 as a luxury brand, and this is still when the BMW 5 Series is almost unsellable.
The performance of Japanese and German car companies in the list will be relatively "eye-catching", FAW-Volkswagen's sales in April fell 15.6% year-on-year, SAIC Volkswagen's sales in April fell 21.7% year-on-year, GAC Toyota fell 32.1% year-on-year, FAW Toyota fell 31.3% year-on-year, and Dongfeng Nissan fell 9.6% year-on-year.
In the author's opinion, this is also the inevitable result of the continuous increase in the penetration rate of new energy vehicles. Before the explosion of new energy vehicle sales, Japanese and German cars were the main sales force in the fuel vehicle market, and they had an absolute advantage over their own brands, but it was this advantage that led to their late transformation in the new energy era, and their investment was relatively small, and they were finally overtaken by independent brands.
In terms of new energy vehicle companies, BYD still deserves to be the first, with a market share of 37.5%, which can be called a giant-level existence; Geely and Changan ranked second and third respectively, with sales of 49,000 and 40,000 units respectively, with a relatively large year-on-year increase. The 4th-10th places are Wuling, Tesla, Aion, Ideal, Cialis, Chery and Great Wall.
In April, BYD's sales were higher than FAW-Volkswagen and SAIC Volkswagen's cumulative total, even if calculated according to the brand, it is also the leader of domestic car companies, and it is purely completed by relying on new energy vehicles, three years ago, I am afraid no one could have thought that there was an independent brand would achieve this achievement, put it 5 years ago, I am afraid that no one would think that there was a car company that could complete the counterattack on the joint venture brand through new energy models.
The hot sales of new energy vehicles in the past few years are certainly related to the policy, but in the past one or two years, with the decline of the subsidy policy, and many cities have begun to stop the number limit policy, new energy models have not only relied on the policy to live, but rely on the price is not much higher than that of fuel vehicles and lower car costs. Under the continuous involution of independent brands, the price of some pure electric vehicles of the same level has even been close to that of joint venture brand fuel vehicles, and plug-in hybrid models are lower than joint venture fuel vehicles of the same level.
Finally, it should be noted that there is a big discrepancy between this sales list and the sales data announced by some car companies themselves, because the sales volume of the global market announced by some car companies, such as BYD, only counts the sales volume of the domestic market; However, some car companies announce wholesale sales, that is, wholesale sales to sales channels such as 4S stores, while the passenger association counts retail sales, and there must be a difference in inventory data.