AutoBeta(AutoBeta.net)05/08 Report--

Since 2020, the domestic automobile market has finally seen some signs of recovery under the dual impact of the overall decline of the automobile market and the epidemic situation. According to the data disclosed by a number of automobile enterprises a few days ago, many automobile enterprises have achieved growth to exceed last year's performance under "no epidemic", but at the same time, some models are still recovering, so that the market is polarized.

According to some car companies that have disclosed sales results in April, there has been no growth in "retaliatory consumption" in the post-epidemic market, although since March this year, China has introduced measures to promote car consumption for six consecutive years. Except for individual automobile enterprises that achieved certain sales growth through official reduction or large-scale promotion activities, the rest showed a narrowing decline or a slight increase.

As the largest automobile enterprise in China, SAIC Group also showed a downward trend in April this year. Compared with the strong growth trend of commercial vehicle plate, passenger car plate is obviously insufficient. Among them, SAIC GM Wuling took the lead in becoming a regular company. In April, 120,000 vehicles were approved and sold accumulatively, with a year-on-year growth of 13.5%, becoming the only company among the joint venture brands to achieve growth. In addition, with the comprehensive resumption of production in various places, driving the sales of commercial vehicles, SAIC Iveco Hongyan of passenger car plate increased by 46.6% year-on-year, Nanjing Iveco increased by 3.1% year-on-year, and Shenwo Bus completed 45% of the sales performance of last year in only 4 months.

The sales volume of SAIC Volkswagen and SAIC GM in the passenger car sector was 120,100 and 110,000 respectively, down 16.13% and 12.35% year-on-year respectively. Although the decline has narrowed, it is less than the market average level. The sales volume of SAIC passenger cars in the autonomous sector also fell by 26.6% to 41,500 vehicles.

As the largest mainstream automobile enterprises in China, Chang 'an Automobile, GAC Group and Dongfeng Automobile have disclosed the latest sales data except FAW Group and Beijing Automobile. In terms of specific performance, in addition to Chang 'an Automobile's large growth, the other two companies have turned positive from negative growth. Among them, Chang 'an Automobile benefited from the bottom recovery of the joint venture brand, and finally achieved substantial growth in April this year. Its Chang 'an Ford and Chang' an Mazda achieved a year-on-year growth rate of more than 35%. Among them, Chang 'an Ford sold 204.65 million vehicles in April, with a year-on-year growth of 38.31%, and the growth rate turned positive; Chang' an Mazda sold 117.61 million vehicles in April, with a year-on-year growth of 36.8%.

The independent brand also showed obvious performance in April, Chongqing Chang 'an sales reached 47,100 vehicles, an increase of 44.99% year-on-year; Hebei Chang' an sales 8451 vehicles, an increase of 21.06%; Hefei Chang 'an sales 19,300 vehicles, an increase of 427.31%. It has to be said that Chang 'an Automobile is finally back on track.

Although Dongfeng Group suffered a heavy setback due to the epidemic center, with the gradual stable recovery of automobile enterprises, it has achieved an 8% growth in April, which is also better than many automobile enterprises. However, GAC Group helped the company's sales from negative to positive driven by the obvious growth of Guangfeng and Guangben. After all, other brands all showed a downward trend, among which GAC Fick sold 4,000 vehicles, down 28.6% year-on-year; GAC Mitsubishi sold 5,000 vehicles, down 50.0% year-on-year; and the independent aspect also showed a year-on-year decline of 17%.

As for private automobile enterprises, only Geely Automobile achieved a small increase, and its Linkages brand achieved the largest growth, with cumulative sales reaching 10,156 vehicles, up about 12% year-on-year. Although Geely's cumulative sales this year were 311,495 units, only 22% of this year's target of 1.41 million units, Geely seems confident in achieving this target and has to admire Geely's strong confidence in the future.

The Great Wall Motor and BYD Automobile are still in a downward trend, among which BYD brand due to the continuous stimulation of the new energy market, resulting in the company's decline for 10 consecutive months, for this reason, BYD's current decline is no accident. At the same time, sales of its fuel models are once again higher than those of new energy models.

Great Wall Motor, however, failed to achieve sales growth this month due to the decline of its Haval, WEY, Great Wall and New Energy Euler models to varying degrees, among which Haval H6, which has the highest sales volume, also experienced a 14.36% decline. In addition, export sales fell sharply by 68.66% due to the continued impact of the epidemic on overseas markets.

Compared with marginal car enterprises, the performance in April was relatively good, except that the sales volume of hippocampus cars continued to plummet nearly 50% in April, all of which achieved obvious growth performance.

Looking at the performance of some automobile enterprises that have disclosed sales at present, the China Association of Automobile Manufacturers has also made a prediction recently that the sales volume of the automobile industry in April will be 2 million vehicles, an increase of 0.9% year-on-year and 39.8% month-on-month. It means that the domestic automobile market is finally expected to achieve a "rare" growth performance, according to the data show that China's passenger car market has been declining for September.

However, from the current market changes to see, car enterprises differentiation is still obvious, some car enterprises benefit from accelerated reform has achieved bottom recovery, and another part of the choice of struggling car enterprises will only face accelerated reshuffle.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat