AutoBeta(AutoBeta.net)12/11 Report--

According to the retail sales data released by the Federation of passengers, sales in the domestic narrow passenger car market reached 1.816 million in November, down 12.7% from a year earlier and up 6.0% from a month earlier. The Federation said that the improvement of the car market in November has a good environmental foundation, and due to good epidemic prevention measures, the epidemic situation is stable from the end of September to the middle of November, and the unsealing is conducive to the recovery of consumption in the car market. In addition, the supply of chips gradually improved, promoting a rise in production and sales in November.

From the published retail data of car companies, the sales of 11 car companies in the top 15 list declined, and the decline was basically more than double digits, which means that although the supply of chips has eased, the market situation is still not optimistic. Judging from the list, there are still four car companies selling more than 100000 vehicles in November, namely FAW-Volkswagen, Geely Automobile, SAIC-Volkswagen and SAIC-GM. The brightest of them is Geely, which dropped 11.5% to 122804 vehicles compared with the same period last year. Although it is not as good as FAW-Volkswagen, it also surpassed SAIC-Volkswagen by nearly 10,000 vehicles and became the runner-up on the list of auto companies in November. This is also the first time in its history that he has won this honor. From the perspective of the previous four car companies, although the sales of all four car companies have declined, Geely's decline is relatively small, while FAW-Volkswagen, SAIC-Volkswagen and SAIC-GM all fell by more than 20%, especially FAW-Volkswagen reached 40.2%. It means that joint venture brands are significantly more affected by chip shortages than their own brands.

In addition to Geely, other independent brands have also performed well this month, such as BYD and GAC MOTOR. The first is BYD, whose monthly sales did not reach the level of 100000 vehicles, but increased by 81.9% year-on-year to become the largest manufacturer on the list, and made it into the top five for the first time. When it comes to BYD cars, new energy has become a sharp weapon for its continued growth, relying on the release of blade batteries, DM-i hybrid systems and Dongfeng of the domestic new energy market, its sales have been hitting record highs for several months since June this year, and nearly 97000 vehicles have been sold in November, of which 93% are new energy vehicles and only 7% are fuel vehicles.

As for GAC MOTOR, he also entered the top 15 list for the first time this year, with November sales up 27.5% from a year earlier to 49642 vehicles. However, unlike BYD, GAC MOTOR relies more on fuel cars, such as Shadow Leopard, M8 and GS4, of which Shadow Leopard sold 10050 new cars in November, selling more than 10,000 for two months in a row. To some extent, this also reflects that although the new energy market is expanding greatly, traditional fuel vehicles are still the main consumption of Chinese people in a certain period of time, and traditional fuel vehicles will still occupy a dominant position for a long time in the future.

In terms of other independent brands, Great Wall Motor, Changan Automobile and SAIC GM Wuling all have more than 80,000 vehicles, but the year-on-year decline is also in more than double digits. Recently, the Euler brand of Great Wall Motors has attracted a lot of market campaign. it has been complained by a large number of car owners because it does not match the publicity, and it has even been publicly named by CCTV. then the brand general manager publicly apologized and promised to give a satisfactory answer, but so far consumers have not got the desired results of safeguarding their rights. According to data released by the Federation of passengers, Euler Cats sold 8429 new cars in November, making it the highest-selling model of the Euler brand, which partly reflects consumers' recognition of Euler cat products. But the official treatment of consumer rights clearly does not match its growing monthly sales.

Finally, let's take a look at Japanese brands. Among the five Japanese car companies, only Toyota Joint Venture achieved sales growth, of which FAW Toyota increased by 1.2% to 81934 vehicles, Guangzhou Automobile Toyota increased by 4.0% to 75759 vehicles, and other Japanese car companies all declined. because of the sharp increase in BYD sales, Dongfeng Nissan, which has been the fifth for a long time, was squeezed into sixth place, with sales falling 29.2% to 96155 vehicles. In addition to the epidemic and the supply of spare parts, the new generation of Qijun with three cylinders led to a sharp decline in sales, which is also the main reason for the collapse of Dongfeng's daily production and sales. According to the data, Xinqi Jun sold 4001 vehicles in November, and the monthly sales have been basically stable at about 4000 since its launch, which is really ugly compared with the previous monthly sales of tens of thousands, but if you look at the current three-cylinder market, Xinqi Jun should be able to be in the forefront. In addition, the sales performance of Guangzhou Auto Honda and Dongfeng Honda is not so good, falling by about 20%, but the sales of some models are good, such as Accord and Civic are more than 20, 000 vehicles, XR-v, Haoying, colorful Zhi, CR-V, Fido are all above 10, 000, while the newly listed Yingshi School is only 3679.

November has entered the year-end sprint phase, which will be larger than the previous promotion, but also because of the impact of parts supply, it means that it is not optimistic to achieve substantial growth in November and December. However, compared with traditional fuel vehicles, the market performance of new energy vehicles is relatively good. Under the influence of the state's strong support for the development of new energy vehicles and urban license restrictions, consumers begin to pay attention to new energy vehicle products. It is not difficult to see that cost-effective, product power and brand power have become the choice for more consumers to buy cars, especially in the context of rising oil prices, new energy vehicles have certain advantages.

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