Passenger Federation: in July, the production and sales of passenger cars decreased year-on-year, and new energy vehicles continued to grow

Netease automotive industry 2021-08-11 07:29:55 阅读数:757

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passenger federation july production sales

8 month 10 Japan , The Federation issued 7 Monthly narrow passenger car production and sales data . This data display ,7 The monthly output of passenger cars in a narrow sense is 152.9 Thousands of cars , Sequential rise 1.6%, fell 9.5%. meanwhile ,7 The retail sales volume of passenger cars in the narrow sense of the month is 150 Thousands of cars , fell 18.8%, fell 16.7%; The wholesale sales volume is 150.7 Thousands of cars , fell 3.5%, fell 8.7%.

Chart Source : Take the cib

Cui Dongshu, secretary-general of the Federation pointed out that ,7 The monthly car market is a traditional off-season , But the output performance is more outstanding , Comparison 6 The month on month ratio showed an upward trend ;7 In June, retail and wholesale sales of narrow passenger cars showed a downward trend compared with the same period last year , This is mainly because the auto market was in the outbreak period after the epidemic was stable in the second half of last year , This high base will put some pressure on the car market in the second half of this year . Cui Dongshu also stressed , The recent shortage of international chip supply has brought serious losses to some Chinese auto enterprises , For example, the wholesale sales volume of some auto enterprises has decreased sharply in recent months , Make the dealer in and out unbalanced 、 The mismatch between order demand and existing inventory occurs from time to time , This has also led to the weak retail of the overall auto market .

Chart Source : Take the cib

This year, 1-7 month , The total retail sales volume of domestic passenger vehicles is 1144.5 Thousands of cars , Year-on-year growth 22.9%. The passenger Association believes that ,1-7 Monthly retail sales rose , On the one hand, it is related to the low base in the same period last year , On the other hand, it is mainly due to the growth contribution of new energy vehicles . data display , New energy vehicles are good for 1-7 The year-on-year growth of monthly retail sales contributed 10 percentage .

say concretely ,7 The retail volume of luxury cars is 20 Thousands of cars , Year-on-year decline in 18%, But relative 2019 year 7 The month has increased. 7%, Generally, it maintains relatively stable operation characteristics .7 Monthly retail sales of independent brands are 64 Thousands of cars , Year-on-year growth 20%, relative 2019 Year-to-year growth 23%, meanwhile , Its share in the domestic retail market is 42.5%, Year-on-year growth 9 percentage ;7 The retail volume of mainstream joint venture brands in January was 67 Thousands of cars , fell 19%, Comparison 2019 Year on year decline 15%, And Japanese system 、 U.S. 、 Germany's share of the retail market has declined to varying degrees .7 The retail sales of independent brands and mainstream joint venture brands showed two obvious reverse growth curves in January , The Association believes that it is mainly due to the strong toughness of the industrial chain of enterprises with independent brands , It can effectively resolve the pressure of chip shortage , meanwhile , Independent brands have achieved significant growth in the field of new energy , Such as BYD GAC AIAN changan And other brands showed a high growth trend year-on-year .

7 In June, the wholesale sales volume of narrow passenger car manufacturers was 150.7 Thousands of cars , fell 1.9%, Year-on-year decline in 8.2%, a 2019 Year on year decline 1%. This year, 1-7 month , The cumulative wholesale sales volume of passenger cars in a narrow sense is 1132.8 Thousands of cars , Year-on-year growth 21.6%, But more 2019 In the same period of the year 15 Thousands of cars .

The shortage of chips has affected the production rhythm of some manufacturers , Therefore, in recent months, manufacturers' inventory has remained at an all-time low . This year, 1-7 Monthly vendor inventory decrease 22 Thousands of cars , Channel inventory is relatively reduced 78 Thousands of cars , Compared with previous years 1-7 The monthly inventory is small and the range is too large . The passenger Association believes that , Because the shortage of chips still exists in the short term , Therefore, there may be further destocking at the terminal sales level 、 Discount recovery and other phenomena appear .

7 In June, the wholesale sales of new energy vehicles were 24.6 Thousands of cars , rose 5.1%, Year-on-year growth 202.9%.1-7 Monthly wholesale sales of new energy passenger vehicles 133.9 Thousands of cars , Year-on-year growth 227.4%.7 month , The penetration rate of wholesale sales of new energy passenger vehicles is 16.3%, among , The penetration rate of new energy vehicles in independent brands has reached 28.4%; The penetration rate of luxury brand new energy vehicles is 19.3%; The penetration rate of new energy vehicles in mainstream joint venture brands is only 2.1%.7 BYD is one of the auto enterprises with wholesale sales of new energy vehicles exceeding 10000 in June 、 tesla China 、 SAIC general Wuling 、 SAIC passenger car 、 GAC AIAN 5 Home car companies ; in addition , New forces car enterprises , Ideal 、 Xiao peng 、 Wei to 、 joint 、 Zero run and other month on month and year-on-year have increased significantly .

about 8 The forecast of the car market in January , The Federation pointed out that , Because the high temperature leave of some auto enterprises is concentrated in 8 month , And affected by epidemic prevention and control , The automobile production and sales of some traditional automobile industry towns will be affected to a certain extent . meanwhile , In view of the continuous rise in oil prices , Traditional car sales will face some pressure , But it is conducive to the growth of new energy vehicles , Next, the independent brand pure electric A00 The first-class products will continue to be sold in large quantities . The good news is , Recently, relevant state departments have carried out antitrust investigation on chips , This will help to improve the chip supply order , Promote the delivery of retail orders accumulated in the early stage ; If uncertainties such as overseas outbreaks are improved , The output of auto enterprises will rise sharply , The increment of new products suppressed in the early stage will promote 8 The monthly car market is stronger .

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