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According to the number of new car compulsory insurance purchases, Shanghai City ranked first with 740,800 vehicles, Beijing ranked second with 555,500 vehicles, Chengdu ranked third and Guangzhou ranked fourth among the national cities in terms of automobile terminal retail sales volume in 2022. A few days ago, the best-selling model in Shanghai City in 2022 was announced.

Tesla's two models, Model Y and Model 3, were in the top three, with 36901 and 15620 respectively. As we all know, Shanghai factory is Tesla's first factory built overseas, located in Shanghai Lingang area, including vehicle production area, test area, parts production area and joint workshop (maintenance workshop), mainly producing Model 3 and Model Y models. It is understood that the Shanghai factory bears the heavy responsibility of Tesla's domestic sales and external supply. About 60% of Tesla's electric vehicles produced in China are sold domestically, and the rest are exported to overseas markets such as Australia, Europe, Japan and Singapore. Therefore, it is not surprising that Model Y and Model 3 can rank among the top three best-selling models in Shanghai, because Tesla itself is a local company in Shanghai, and the implementation of its large-scale price reduction subsidy policy in the fourth quarter also promoted the growth of local sales.

In addition to Tesla, most of the models on the TOP20 list are also produced by local enterprises in Shanghai, such as SAIC Roewe's RX5/i5/i6 MAX, among which the highest sales volume is Roewe RX5, which launched the third generation model in August 2022 and sold 15025 vehicles in Shanghai City throughout the year. In addition, SAIC Volkswagen, SAIC GM and other models also entered the list, including 11714 Volkswagen Passat, 10912 Tiguan L and 10128 Lavida, while SAIC GM Buick sold more than ten thousand micro-blue 6 vehicles for 10709 vehicles, and GL8 sold only 8740 vehicles in Shanghai City throughout the year.

As the highest-selling new energy vehicle manufacturer in China and the world, BYD Song, Han, Qin, Tang, Dolphin and other models also entered the list. It should be noted that the models of Song family are divided and calculated, among which Song PLUS is second only to Model Y. In Shanghai City, the annual sales volume is 31944 vehicles, and Song Pro is 9422 vehicles. If calculated according to family products, BYD Song's sales volume is significantly higher than Model Y. In addition, Han sold 15284 vehicles throughout the year, Qin PLUS sold 15130 vehicles and Tang sold 10877 vehicles.

According to the list, only three traditional luxury models entered the top 20, namely BMW 3 Series, BMW X3 and Mercedes-Benz GLC, among which the highest sales volume was BMW 3 Series with 8657 vehicles.

As we all know, Jiangsu, Shanghai and Zhejiang regions are key areas of China's automobile industry, with perfect automobile industry chain layout. Among them, Shanghai City is a central city integrating import and export, sales and R & D, and is also the core center of China's high-end automobile parts enterprises. The Yangtze River Delta automobile industry supply chain around Shanghai City plays an important role in China's automobile industry.

In March 2022, the severe epidemic prevention situation in Jiangsu, Shanghai and Zhejiang once again affected the automobile industry chain, and many automobile manufacturers and parts suppliers stopped work or reduced production.

As an automobile industry with long industrial chain and strong synergy, the epidemic situation that lasts for many days has indeed caused certain impact on it. According to the data of the Passenger Association, the sales volume of narrow passenger cars in the first half of 2022 was 9.261 million, down 7.2% year-on-year, among which 2.247 million new energy passenger cars were sold, up 122.4% year-on-year. According to the performance of various large vehicle enterprises, FAW-Volkswagen fell 15.9% year-on-year, SAIC Volkswagen fell 27.3%, Dongfeng Nissan fell 21.9%, Great Wall Motor fell 17.5%, SAIC GM Wuling fell 19.0%...

In May, Shanghai issued the Action Plan for Accelerating Economic Recovery and Revitalization in Shanghai City, which includes 40,000 new non-commercial bus license plates within the year. In June, the Detailed Rules for the Implementation of Subsidies for Promoting Automobile Consumption in Shanghai City was issued. From June 1,2022 to December 31,2022, Shanghai will give a one-time subsidy of 10000 yuan for individual consumers meeting certain conditions.

In addition to local policies, the national vehicle purchase tax reduction policy has also promoted automobile sales in Shanghai. The policy was officially released on May 31, and vehicle purchase tax will be levied by half on passenger cars with a displacement of 2.0 liters or less whose purchase date is from June 1 to December 31,2022 and whose single vehicle price (excluding VAT) does not exceed 300,000 yuan.

Thanks to policy support, Shanghai's automobile sales volume in 2022 was 740,800 vehicles, with a year-on-year growth of 0.55%, basically the same as that in 2021, but it was the only one among the top four cities to achieve growth, among which Beijing declined 4.98% year-on-year, Chengdu declined 2.54% and Guangzhou declined 0.63%.

It should be noted that, as a city with a long history of automobile industry, although the rapid growth of new energy vehicles, but at present Shanghai automobile industry is still dominated by traditional fuel vehicles, including SAIC Volkswagen, SAIC GM Wuling, SAIC GM, SAIC passenger cars, etc. or mainly to sell fuel vehicles, profits mostly come from fuel vehicles.

2023 has already begun, new energy subsidies exit, Tesla sharply cut prices, BYD looks up to the brand to launch a million-yuan SUV... These big events that test the brand positioning and profit margins of peers in the automotive industry follow, and more intense competition is just around the corner.

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