AutoBeta(AutoBeta.net)02/16 Report--

Affected by New Year's Day, the Spring Festival holiday and the shortage of chips in the upstream market, the sales of many car companies fell in the first month of the year. Judging from the sales situation of major car companies focused on and summarized by the automobile industry, the joint venture brands did not perform well in the first month. For example, FAW-Volkswagen, SAIC-Volkswagen, SAIC-GM, Dongfeng Nissan, Dongfeng Honda all fell by more than double digits, while BYD and Chery cars in the independent camp soared again, while first-tier luxury brand brilliance BMW made it into the top 10 for the first time.

Specifically, in January 2022, a total of six car companies sold more than 100, 000 vehicles, namely, FAW-Volkswagen, Chang'an Automobile, SAIC Volkswagen, Geely Motor, SAIC General Motors, Dongfeng Nissan, but without exception, there was a year-on-year decline. First of all, let's take a look at the joint venture brand, the most special performance is SAIC-Volkswagen, whose wholesale sales rose 51.7% year-on-year to 131000 vehicles, but retail sales fell 19.9% to 138000 vehicles. Judging from the data, the 51.7% year-on-year increase in wholesale volume means that SAIC-Volkswagen's production capacity increased significantly in January, so that it can put more products into terminal stores, while the 19.9% year-on-year decline in retail volume means that end-market sales fall short of expectations. may be affected by holidays and car changes. It is understood that the medium-term change Lang Yi or listed in April, will launch the ordinary version and the star version of two styles.

Other joint venture brands, FAW-Volkswagen, SAIC GM and Dongfeng Nissan, all fell by more than double digits, of which SAIC GM fell 20.0%, making it the car company with the biggest decline on the list. The reason is that in addition to the environmental effects such as chip shortage and holidays, the three-legged trend of Buick, Cadillac and Chevrolet has a short board effect, in which Chevrolet sales continue to decline, and its unit, supported by Kruze and Malibao XL, is already at a crossroads of fate. Compared with Buick, its performance is still relatively strong, but the average performance in January, only Yinglong, GL8, Ankowei sales of more than 10,000 vehicles, of which Yinglong fell 49.0% year-on-year to 22000.

In terms of independent brands, the best performer was BYD, whose sales rose 126.7 per cent year-on-year to 95000 vehicles, the biggest increase on the list. According to BYD's production and marketing KuaiBao and retail data, more than 90 per cent of its sales come from new energy vehicles, especially DM models, with 18449 Qin PLUS DM-i and 16411 Song PLUS DM-i, while the other two models with more than 10,000 vehicles are dolphins and Han EV, with sales of 10602 and 10051 respectively.

Although Changan Automobile is second only to FAW-Volkswagen in sales, it is down 3.0% from the same period last year. According to retail data, sales of the CS75 series were 32122, but down 22.8% from a year earlier, while the CS55 series was 29851, up 140.5% from a year earlier. Sales of the second-generation CS55 PLUS have soared since its launch in September 2021, with a gap of less than a thousand vehicles between October and December of 2021 and only 1196 vehicles between the two in January this year. Will CS55 one day become the top seller in Changan? However, the second-generation CS75 PLUS also went on pre-sale in January, with a pre-price range of 12.79 yuan to 154900 yuan, offering a combination of 1.5T+8AT and 2.0T+8AT, and sales are expected to climb to another high-rise after listing.

Great Wall was the biggest drop in the list of independent brands, falling 17.9 per cent to 89700 in January 2022. As we all know, Great Wall owns four passenger car brands: Harvard, WEY, Tank and Euler, of which Harvard is the main source of sales. Harvard H6 is known as the National God car. Because the three generations of models are sold in the same house, it has always occupied the top selling title in the SUV market. However, in January, the performance of the Harvard H6 was average, although it continued to top the domestic SUV list with 33300 vehicles. But from a single month, the gap between it and its followers is narrowing day by day, and the market share of Harvard H6 is gradually eroded, and the future may not be able to guarantee a huge lead.

In terms of Japanese brands, only four Japanese joint ventures were on the list this month, FAW Toyota missed the top 15, while Dongfeng Honda dropped the most. Specifically, Dongfeng's daily production and sales fell 11.2% to 110000 vehicles in January 2022 compared with the same period last year. With the collapse of Qijun, there are only three best-selling cars left in Dongfeng Nissan: Xuanyi, Teana and Xiaoke, which has a significant impact on sales. Honda joint ventures showed varying degrees of performance, of which Guangzhou Automobile Honda increased by 19.3%, while Dongfeng Honda fell by 26.0%. Guangzhou Automobile Honda's Accord, colorful Intelligence and Haoying all exceeded 10,000 vehicles, and the latest model was 6285, while Dongfeng Honda CR-V, Civic, XR-V and Yingshi School also exceeded 10,000 vehicles, but shrank sharply compared with last year, with the CR-V falling 39.7% to 16700. The same is true of Toyota joint ventures, where Guangzhou Auto Toyota rose 0.3 per cent year-on-year to 87600 vehicles, while FAW Toyota did not make the list, mainly because FAW Toyota Tianjin plant was shut down by the epidemic.

As a first-tier luxury brand, brilliance BMW made it into the top 10 for the first time, with January sales up 20.4 per cent year-on-year to 89100 vehicles. In terms of specific products, the main ones with good sales performance are the BMW 5-Series and the BMW 3-Series, both of which are in the top 10 of the car list, of which the BMW 5-Series increased by 33.6%, the BMW 3-Series increased by 22.1%, and the BMW X3 increased by 40.2%. It is understood that the brilliance BMW X5L will be mass-produced and listed this year, becoming the first domestic medium-and large-scale SUV in BBA. In addition, Beijing Mercedes-Benz fell 13.1 per cent year-on-year to 70000 vehicles, of which the E-Class rose 4.6 per cent year-on-year, the GLC rose 14.7 per cent to 10273 vehicles of the C-Class, down 45.9 per cent.

Judging from the list, due to the influence of the supply of spare parts and the epidemic, coupled with the early holiday during the Spring Festival holiday, the overall performance of the car market is not optimistic, but the performance of BYD, brilliance BMW, Guangzhou Automobile Honda and so on is still good. Of course, 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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