"Lack of core" has brought opportunities for Chinese brands to increase their share, and the new energy market has been "one-sided"

Wechat automobile 2021-08-12 10:25:29 阅读数:747

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lack core brought opportunities chinese

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Issued by China Automobile Association 7 Monthly car market data show , Production and sales fell year-on-year and month on month . Among them, the production and sales of passenger cars are 154.8 Thousands of cars and 155.1 Thousands of cars , Month on month declines 0.5% and 1.1%, Year on year declines 10.7% and 7.0%.


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7 Month has always been the low point of sales in the whole year , This year, 7 Monthly sales and 2019 The year is quite , What's more, there is the impact of chip shortage . But from the data of specific car companies and models , But there are ups and downs , The difference is very obvious .


face “ Core missing ” Make an impact , Chinese brands are significantly smaller than joint venture brands . With the sales of new energy vehicles “ blowout ” Growth , The market share has become larger and larger !


The Chinese brand “ Go ahead ”


With the shortage of chips in the upstream in the near future ,7 In January, the market share of car series also adjusted greatly . According to the association data ,7 Among the top 15 auto companies in monthly sales , There are three German brands , Mercedes Benz fell off the list , There are still five Japanese brands , There is one American brand , And the number of Chinese brands has increased to six .


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From the specific brand sales data , Although the overall ranking order has not changed much , However, the year-on-year sales data show obvious polarization . In the joint venture brand, except Toyota , Sales fell sharply in double digits year-on-year , Among them, FAW ranked first - The public , Year on year sales fell by as much as 36.6%.


Compared to , Among the six Chinese brand car companies on the list , All except Geely achieved growth , And most are still double-digit growth . Among them, BYD's growth rate is as high as 93.5%.


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According to the statistics of China Automobile Association ,7 In June, the sales volume of Chinese brand passenger cars reached 72 Thousands of cars , Year-on-year growth 22.2%, Market share reached 46.4%, rising 11.1 percentage . And the rise of Chinese brands , It has been going on since the beginning of the year . This year, 1-7 month , Sales volume of Chinese brand passenger cars 492 Thousands of cars , Year-on-year growth 42.8%, market share 42.6%, rising 6.5 percentage .


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Chinese brands are strong , On the one hand, it is because of the significant increase in new energy , More importantly, the independent brand head enterprise has strong industrial chain toughness 、 Effectively resolve the pressure of chip shortage . Some joint ventures are seriously affected by chips , Lost a lot of orders and damaged morale .


New energy market “ One side down ”


Whether the car market is off-season or peak season , The sales of new energy models are showing an irresistible blowout , It is strongly different from the trend of traditional fuel vehicles , Realize the substitution effect on the fuel vehicle market , And drive the pace of the transformation of the auto market to new energy .


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7 month , Production and sales of new energy vehicles were completed separately 28.4 Thousands of cars and 27.1 Thousands of cars , Year-on-year growth 1.7 Times and 1.6 times .1-7 month , Production and sales of new energy vehicles were completed separately 150.4 Thousands of cars and 147.8 Thousands of cars , Year on year growth 2 times . At the same time, it is different from the overall sales ranking of the auto market , The sales ranking of new energy models is basically “ One side down ” To Chinese brand models .


Release at the passenger Association 7 In the new energy sales ranking in January , Top in sales 15 Among the famous cars , Only Tesla Model 3 An international brand model , At the same time, this model is also the only model with year-on-year negative growth in the list . And the rest 14 All models are Chinese brands .


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Besides , Among the Chinese brand models on the list  , It not only involves many car enterprises , Moreover, the model level and price also cover multiple levels , Show strong overall strength . The data of the ride show ,7 month , Penetration rate of new energy vehicles in independent brands 30.1%; Penetration rate of new energy vehicles in luxury cars 8%; The penetration rate of new energy vehicles in mainstream joint venture brands is only 2.5%.


Chinese brands are in 7 The performance of the new energy market in May is indeed “ Outshine others ”, But this does not mean that it is far ahead in the new energy industry . Tesla in 7 Month affected Model Y The introduction of a new entry-level car affects , Many users change orders , So the delivery time is delayed , This has also led to 7 In January, Tesla's domestic sales fell sharply . At the same time, Tesla's export volume is growing rapidly , This also affects the supply of domestic models . With the increase of Tesla's domestic production capacity , And lower priced new models , It's not easy to shake its leading position .


Besides , International car companies create a new platform for pure electric models , It has been introduced into China one after another , Bring new impact to the new energy market . Like the public ID System model , Although in 7 Month is not on the list , But sales are growing fast , According to statistics, the masses in the north and South are 7 In January, the retail sales of new energy vehicles reached 10,707 car . In the future, the competition in the domestic new energy market will be more intense !


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