AutoBeta(AutoBeta.net)09/10 Report--

Gold, silver and silver are coming, and August is the warm-up for the peak season of car sales. Although August has just passed, many car companies can't wait to release their August sales, but they are both happy and worried. According to the auto production and sales data officially released by the Federation of passengers in August, retail sales in the national narrow passenger car market in August 2019 were 1.564 million, down 9.9% from the same period last year, with a month-on-month increase of 5.4%. Cumulative sales from January to August reached 13.001 million, down 8.9% from a year earlier. It can be seen that not only a single month but also a cumulative this year, the entire car market tends to decline.

According to GAC GROUP data, in addition to its "two fields" is to achieve growth, the rest according to varying degrees of decline. Although Honda has increased year-on-year, the signs of slowing sales growth are mainly due to the negative impact of Accord. Compared with the joint venture brand, the independent plate sales decline is more serious, GAC MOTOR sales decline of more than 28% year on year.

SAIC, as the largest car company in China, has also declined to varying degrees due to the overall environmental impact. Although the three joint venture brands of SAIC-Volkswagen, SAIC-GM and SAIC-GM Wuling still maintain a sales performance of 100000 of monthly sales, they continue to decline. Compared with the joint venture plate, SAIC independent plate sales have increased after the low ebb, especially SAIC Chase, which achieved a 40% year-on-year increase. The launch of SAIC-Volkswagen's new products has not fully opened the market, and the Skoda brand continues to shrink, which is also a dangerous signal that SAIC-Volkswagen sales continue to decline.

Although Dongfeng Motor has increased year-on-year, many of its brands have fallen sharply, with French brands showing the most serious year-on-year decline, with Renault falling by more than 64%. Sales of Dongfeng's own-brand passenger cars sold 14900 in the past month, down 0.17 per cent from a year earlier, while sales of Dongfeng joint venture passenger cars rose 1.95 per cent to 182700. At present, Dongfeng Motor has achieved only 45.71% of this year's 4 million sales target, and there are only four months left this year. It seems that it will not be easy for Dongfeng Motor to achieve its target.

As an important part of domestic cars, Geely showed signs of recovery in August, breaking the 100000 mark again. It is also the only domestic car that can compete with the joint venture car, but the year-on-year sales have declined, and it is still very difficult to face this year's goal. In terms of models, Geely sold more than 10,000 vehicles in only three models in August, namely, 18200 for Boyue, 15700 for New Dihao, and 11000 for Qiyue; only 10, 000 for Lectra; and 62 per cent of the full-year target of 1.36 million.

It is also rare for Great Wall, the leader of SUV, to achieve year-on-year sales growth again in August. Not only the domestic market has grown, but also Great Wall Motor has made great progress in the overseas market. As a pillar of Great Wall car sales, the Harvard brand sold 50239 vehicles in August, up 17.04 per cent from a year earlier. In the second half of the year, Great Wall Motor will lead the "second half" in brand, product, science and technology research and development, and at the same time continue to promote the landing of the "globalization" strategy.

BYD's sales of new energy vehicles have fallen for two consecutive months since July, reaching only 42% of its annual sales target as of August. In response, BYD has also said that its sales of new energy vehicles will slow down due to factors such as the decline of subsidies, and made a conservative forecast of 14.93% year-on-year increase in net profit in the third quarter of 2019. However, judging from the breakdown of data in August, BYD's pure electric vehicle sales still maintained a steady increase, up 15.66% from a month earlier, while plug-in hybrids were the hardest hit by the decline, down 53.89% from a year earlier.

The excellent performance of the new energy market in 2018 exalted the nature of new energy car companies. In the face of 2019, when the car market is still unknown, high estimates are still given, from 450000 vehicles of BYD to 220000 vehicles of BAIC New Energy, but as of the end of August, the annual sales target completion rate of BYD New Energy or BAIC New Energy is still stagnant at about 40%, while the rest of 2019 is running out. It must not be easy to hit the goals set at the beginning of the year in the next four months.

According to the recent data of Jianghuai, although the overall sales of passenger cars have declined so far this year, the decline of Jianghuai Automobile sales is the same as that of the industry. Although the passenger car market is declining as a whole, the advantage of Jianghuai commercial vehicle market is still prominent. It is worth mentioning that from January to August, Jianghuai Automobile sold 43900 pure electric passenger cars, a cumulative increase of 41.56%.

According to Jiangling Motor's latest production and marketing KuaiBao, if subdivided into various sectors, Ford brand SUV sales, which surged 695.12% year on year in a single month, become the biggest bright spot. However, leaving aside the Ford brand SUV, the cumulative sales of all remaining sectors have declined to varying degrees, which also led to a 715.91% increase in cumulative sales of the Ford brand SUV, which still failed to recover the negative growth trend of Jiangling Motor. Among them, the decline of Jiangling independent passenger car brand Yusheng SUV is obvious, both the single-month sales and the cumulative year-on-year decline are about 80%.

If so, it has to be Haima, whose car sales continued to fall sharply despite the launch of the new Haima 8S in July. In August, sales of SUV models fell by more than 40% month-on-month, and none of the cars were sold. At a time when the brand power of Haima has reached a freezing point, the change of sales channels can not become the fundamental driving force for re-emergence. Judging from the current situation, * ST seahorse has to rely on the 401 second-hand houses if it wants to preserve its shell successfully.

According to the recent sales reports of some car companies in August, it can be said that the current situation of these car companies is that some people are happy and others are sad, and joint venture brands and luxury brands can continue to maintain sales growth by virtue of their own advantages. the current situation of domestic brands is not optimistic.

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