AutoBeta(AutoBeta.net)05/07 Report--

On May 6th, Guangzhou Automobile Group Co., Ltd. (hereinafter referred to as "GAC GROUP") released its production and marketing KuaiBao in April. Data show that GAC GROUP's production and sales in April were 128600 and 124300 respectively, down 33.52% and 33.56% respectively from a year earlier. In addition, GAC GROUP's cumulative production and sales volume from January to April were 726700 and 732500 respectively, an increase of 8.12% and 7.14% respectively over the same period last year. (the above data are all wholesale sales, the same below, wholesale sales directly reflect the impact of the epidemic and parts supply on manufacturers' production and sales.

In terms of specific brands, "Liangtian" is still the sales pillar of GAC GROUP, but short-term pressure appears under the influence of the epidemic and the supply of spare parts. Data show that GAC Toyota sales fell 7.27% year-on-year to 68500 vehicles, January-April cumulative sales fell 15.16% year-on-year to 315500 vehicles. According to Guangzhou Auto Toyota, Sina sold 4642 vehicles in April, with a cumulative sales of 20308 from January to April; Hanlanda 5659, with a cumulative sales of 31077 from January to April; and a Camry of 16452, with a cumulative sales of 85356 from January to April. Weilanda sold 10650 vehicles, with a cumulative sales of 48578 vehicles from January to April.

Guangzhou Auto Honda once again underperformed Guangzhou Auto Toyota, with sales falling 66.35 per cent year-on-year to 23900 vehicles in April and 6.57 per cent year-on-year to 236300 vehicles from January to April. It is not difficult to guess that the production crisis encountered by Guangzhou Auto Honda is more serious than that of Guangzhou Auto Toyota. Of course, although affected by the supply of spare parts and the epidemic, the new car project is still carried out in an orderly manner. A few days ago, Guangzhou Auto Honda released the official picture of the new global SUV "ZR-V" and announced that its Chinese name is "Zhijia". The new car is positioned as a compact SUV and can be directly regarded as the domestic version of the American version of Honda HR-V. Automobile industry concern learned from the State Patent Office that GAC Honda applied for the "Zhizai" trademark on March 22.

Guangzhou Automobile Honda and Guangzhou Automobile Toyota sales decline is expected, due to the epidemic, rising raw material prices have a significant impact on Guangzhou automobile industry production, Guangzhou Automobile Honda, Guangzhou Automobile Toyota and other major vehicle production enterprises have some production lines shut down, semi-stop production.

Compared with GAC Honda and GAC Toyota, GAC Fick and GAC Mitsubishi have become "encumbrances" of the group. According to the data, GAC-Mitsubishi sales fell 82.11 per cent in April from a year earlier to 1002 vehicles, and cumulative sales from January to April fell 47.81 per cent to 10441 vehicles.

According to the official website of GAC-Mitsubishi, there are currently seven models on sale under the brand, including pure electric SUV Artuco, Olander, Xin Jinxuan, Yige three fuel vehicles and three original imported cars. Take the March data as an example, GAC-Mitsubishi wholesale sales were 2002, of which 1633 were Olander, 178Jinxuan ASX, 105Artuco and 86 Yige. In terms of models, the Outlander is the highest-selling model of GAC-Mitsubishi, which was made in China in 2016. At that time, the third-generation mid-term modified model was introduced, and now it has reached the end of product development, while GAC-Mitsubishi has been slow to put into production of a new generation of models, which makes Olander's performance in the market getting worse and worse. For GAC GROUP and Mitsubishi, the situation of GAC-Mitsubishi is not optimistic.

What makes people more different is that GAC Fick has "stopped swinging". Data show that GAC Fick's production and sales were all "-" in April, down 100% from a year earlier. Prior to this, the production and sales of Guangzhou Auto Fick were only one in March, down 99.96% and 99.97% respectively from the same period last year. According to the official website, Guangzhou Auto Fick currently has five models on sale, including the Compass, Commander, Free Light, Liberty Man and Commander PHEV. Among them, the Compass is the sales pillar of the Jeep brand, with sales of 11796 vehicles in 2021, accounting for more than 50% of the total sales. Prior to this, GAC Fick had two major vehicle production bases, the Changsha plant and the Guangzhou plant, with an overall design capacity of 328000 vehicles, of which the Guangzhou plant was closed on September 8, 2021, but in the past two months, the market performance of GAC Fick was really worrying, while GAC GROUP and Stellantis Group did not explain why.

As a new energy vehicle brand newly independent by GAC GROUP, GAC's Aian sales rose 22.96 per cent to 10200 vehicles in April from a year earlier, and cumulative sales rose 112.58 per cent to 55100 vehicles from January to April. According to the plan, GAC Ean will challenge the sales target of 240000 units in 2022, with a target completion rate of 23% by the end of April. In terms of sales volume, Ian, as a brand of new energy vehicles, has been in the forefront of the market, but to replace "Wei Xiaoli" with "Exiao Wei" will test not only the sales volume, but also the core competition of the enterprise in the future development of the industry. Ideal, Lulai and other high-valued new car companies have gained a firm foothold in their own price segment market, but Ian has not yet achieved a leading position in the price range of 100000-200000 yuan.

In addition, GAC MOTOR also suffered a sharp decline, with sales falling 21.84 per cent in April from a year earlier to 20100 vehicles, and cumulative sales from January to April rose 10.57 per cent to 110600 vehicles. On April 26th, GAC MOTOR EMKOO officially released, and announced the Chinese name "Yingku". It is understood that the new car is a compact SUV based on GPMA architecture and is scheduled to be launched in 2022 and in Southeast Asia and the Middle East in 2023.

According to the data released by GAC GROUP in April, the year-on-year decline in sales is a high probability event and occurs more frequently in fuel car brands, while new energy vehicle brands have a low sales base in the same period. because it can grow even if it is affected by the epidemic and the supply of spare parts. Of course, similar to Guangzhou Auto Fick and Guangzhou Automobile Mitsubishi "abnormal" decline, are caused by the development of the enterprise itself.

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