AutoBeta(AutoBeta.net)07/27 Report--

According to relevant media reports, according to figures released by the Federation of passengers this year, retail sales of narrow passenger cars reached 1.766 million in June, an increase of 4.9% over the same period last year. However, two days later, the China Automobile Association announced that 1.728 million passenger cars were sold, down 7.8% from the same period last year.

According to June car data released by the Federation of passengers, retail sales of narrow passenger cars reached 1.766 million units in June, up 4.9% from a year earlier, a sharp improvement from the 11.9% decline from January to May this year, and the first positive year-on-year growth in 12 months.

According to the June automobile data released by the China Automobile Association, the production and sales of passenger vehicles in June completed 1.598 million and 1.728 million respectively, an increase of 7.2% and 10.7% respectively over the previous month, and a decrease of 17.2% and 7.8% respectively over the same period last year, slightly less than that of the automobile as a whole.

In fact, from the market point of view, more than 10 provinces and cities across the country have implemented the national six standards on July 1 this year, and national five models have ushered in a wave of preferential promotion, resulting in rapid growth of car sales in June. Car sales figures improved in June, spurred by various positive factors.

As for the data released by the China Automobile Association and the passenger Association, one is rising and the other is declining. Cui Dongshu, secretary-general of the Association, said that this is caused by different statistical caliber. The statistics of the China Automobile Association are wholesale data. In fact, according to the statistics of the passenger car wholesale association, 1.687 million passenger cars in the narrow sense were wholesale in June this year, down 7.9% from the same period last year, which is basically consistent with the statistics of the China Automobile Association. "the reason why the retail sales data in June will pick up is mainly related to the switching between the five countries and six countries. Many enterprises have stepped up their promotion efforts and made obvious efforts to remove inventory, and most enterprises are striving to complete the listing by the end of June."

Some people in the industry said that the main reason for the data fight is that before the implementation of the sixth national standard, dealers need to digest the inventory of national five standard models, so the sales promotion in June is very strong. at the same time, in the process of transferring national five standards to national six standards, the reserve of relevant models from manufacturers is not very sufficient, resulting in a low state of wholesale production.

Usually what we refer to is the data of the China Automobile Association, because the wholesale data can most effectively reflect the current performance of automobile companies. Especially when the industry has been in positive growth, people usually pay attention to the wholesale data, that is, the data of the China Automobile Association. But now production and sales continue to decline, according to the transmission mechanism, retail will lead the wholesale data from negative to positive, therefore, the recovery of retail data has the significance of leading indicators.

In fact, for people in the industry, wholesale data is more valuable and can better reflect the performance of car companies, but now in the context of the market is not as expected, practitioners are more willing to turn their attention to retail data. After all, judging from the performance of retail data, passenger car sales in June have "changed from negative to positive".

However, judging from the sales data of various car companies in June, the year-on-year decline is relatively large. SAIC fell 15.97% year on year in June; Dongfeng Group fell 0.20% year on year in June; GAC GROUP 6 increased 5.59%; Geely Motor dropped 29% in June; Great Wall Motor increased 1.79% in June; Foton Motor fell 4.31% year on year in June; BYD grew 3.08% in June; Jianghuai Motor increased 11.47% year on year in June; Jiangling Motor dropped 27.93% in June. Xiaokang shares fell 16.94% in June from a year earlier; Dongfeng Motor increased 3.87% in June compared with the same period last year.

In June, due to the national five-year clear treasury in some areas, dealers have the phenomenon of price upside down, resulting in more profit losses, while customers are also more overdrawn, which is very likely to affect sales in July. Coupled with the higher temperature in July, it is the traditional "off-season of sales". Will further affect July sales.

According to industry insiders, with the recovery of the industry itself and the continuous introduction of policies to encourage car consumption, she judged that the inflection point in the industry could occur as early as September this year.

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