China Automobile Association stated that the chip supply eased slightly at the end of September, but the quantity still cannot meet the production. Coupled with the production and wholesale links ahead, it will take time for signs of improvement to be reflected in the retail market. Therefore, the retail sales of domestic cars did not show much improvement in September.
According to the latest data released by the Passenger Federation, the domestic narrow passenger car sales in September were 1.581 million, which was a slight rebound compared with the previous July and August. However, the comparison base for the same period last year was With 1.913 million vehicles, the year-on-year decline continued to expand to 17.4%.
After four consecutive months of decline, the cumulative year-on-year increase in the first nine months of this year was only 12.0%, which was 5.1 percentage points narrower than in August.
Considering that the monthly sales in the fourth quarter of last year hit a record high in the same period in recent years, both reached about 2 million vehicles, and the current monetary policy is still tight. The shortage of sales models, the increase in car prices and the extension of lead times will also continue to exist. Therefore, there is a high probability that the auto market will continue to have negative growth. This also means that this year's growth rate will continue to narrow, and the final growth rate will only close in single digits.
Tesla appeared on the best-selling list of car companies
Judging from the performance of leading car companies, the chip shortage of some manufacturers in September should indeed be eased, such as the more obvious SAIC Volkswagen and Geely Automobile.
, as the top three automakers in domestic sales for a long time, the average monthly sales of SAIC Volkswagen has been stable at around 150,000 from 2015 to 2019. Even if it is affected by the epidemic, it will remain at 130,000 vehicles in 2020. However, its sales from March to August this year were only about 110,000 vehicles.The 124,000 vehicles in September is the second best result this year after the 15 million vehicles in January. The same is true for Geely cars. The 96,000 vehicles in September were the second highest performance this year, which was only lower than the 146,000 vehicles in January.
It is also worth noting that , BYD Auto, SAIC-GM-Wuling, Tesla, and Chery are among the top four cars in September. There are not many car companies that can maintain positive growth, especially , BYD, which has a substantial increase of 90.2%, and Tesla, which has doubled sales several times. The reason why these four car companies can grow against the market is due to the promotion of their new energy models, such as BYD Qin PLUS DM-i, Wuling Hongguang MINI and Chery eQ , not to mention Take the Tesla of pure circuit lines.
As domestic new energy retail sales in September crossed the threshold of 300,000 units for the first time, a year-on-year increase of 202.0% to 333,000 units. In September, BYD and Tesla, which accounted for a relatively high proportion of new energy models, also refreshed their respective orders. New monthly high.
BYD’s sales in September reached 78,000, of which 70,000 were from new energy. After being among the top 10 automakers in monthly sales for two consecutive months, BYD’s total sales also reached 441,000. Became the 14th place on the overall list. This is since January 2019 entered the total list with 60,000 vehicles, and BYD is once again on the list.
At the same time,With a new record of 52,000 vehicles, Tesla has also become the "new face" in the top 15 sales of car companies in September, and successfully ranked 13th.
In fact, it is not only in the list of auto companies, but also in the strong new energy vehicle market represented by BYD and Tesla, but also in the best-selling models in the sedan and SUV segments.
Qin PLUS DM-i ranks among the top ten cars
I believe many people still remember that BYD Qin PLUS DM-i appeared on the hot car list for the first time in August, ranking 14th The name has brought a lot of impact to people. Unexpectedly, in just one month, its sales increased from 13,000 to 15,000, and as a result, it successfully ranked among the top ten in the car market and became the only car on the best-selling list in September. It only took a few months. Models.
After the small car Wuling Hongguang MINI increased the number of autonomous models among the top 15 sedan sales to three, the arrival of Qin PLUS DM-i increased the autonomous camp to four models, and its refinement made the top 10. The number has been increased to 3 styles.
This should be the largest number of autonomous cars among the top 10 sales in this market segment in recent years. As the new energy market continues to erupt, battery capacity and chip supply problems are gradually improved, BYD's sales will continue to rise, and as its best-selling sedan, the Qin PLUS DM-i, will continue to set new records.
Wuling Hongguang MINI is the same. Although, as the end of the quarter, September is the peak period for Tesla's delivery, Hongguang MINI still became the best-selling new energy vehicle in September with more than 2,000 vehicles, and the results in September were only better than those in December 2020. The highest value set was 119 cars less.
This performance not only allowed Hongguang MINI to once again win the title of runner-up in sales in the sedan market, but also made it the runner-up in sales of domestic models in September. The excellent performance in September also increased the total sales of Hongguang MINI to 257,000 units, replacing Toyota Corolla in the top three of the car list.
Next, as the new energy market continues to erupt at the end of the year, the car will soon set its own sales record again, and it is even expected to exceed the 40,000 mark by the end of the year. This also means that the car will have a high probability of being ranked third in the annual sales volume of the car market.
Compared with Hongguang MINI, the Tesla Model 3 , which reappeared on the list after two months, is a bit unsatisfactory. Although the car's sales in September increased by 68.8% year-on-year to 19,000 units, this is still a gap of more than 5,000 units from its highest record of 24,000 units set at the end of last year.
As for the other models in the list, the Volkswagen Passat is also worth mentioning. Because this is the first time and Passat have been on the list after 21 months after the door collision incident in 2019. It is also due to the painful decline at that time and the supply of SAIC Volkswagen chips for the better, so 9 Yueqi was "fortunate" to achieve a positive growth of 6.2%.
Model Y replaced the H6 to win the SUV crown
From the SUV market, another shocking thing happened. The September champion was not the span 1span that everyone was accustomed to. Haval H6 ,It is not the Changan CS75 or Honda CR-V that won this honor earlier this year, but the Model Y from Tesla.
Although Model Y has shown great vitality since its launch at the beginning of this year, its sales in May and July surpassed the same door's Model 3 , becoming Tesla’s best-selling model, but in September It surpassed many hot-selling SUV models and directly replaced Haval H6 as the champion of the SUV market that month is still a bit stunned.
Thinking about it carefully, this also has its rationale. As one of the few SUV models among the leaders in the new energy market, Model Y has previously become the best-selling SUV in the new energy market several times. In September, as the sales of new energy reached a new high, it coincided with Tesla’s domestic market. During the peak delivery period, it is reasonable to get more than 30,000 vehicles.
At the same time, in the case of limited chip supply, the Great Wall Motor of the Haval H6 backed by it chose to provide sufficient chips for the , Euler and tanks, which led to the Haval H6 and even the entire . The brand fell sharply.
According to data from the Travel Federation, in September, Great Wall Motor's retail sales fell 20.1% year-on-year, while Haval H6's decline reached 40.4%. From a more specific sales perspective, even though Great Wall Motor’s sales have increased from 52,000 in August to 72,000 in September, the H6 has also increased from the corresponding 17,000 to 23,000, but the intensity is obvious. not enough.
maybe,After continuing to win the championship in the SUV market with 17,000 vehicles in August, Great Wall mistakenly thought that the additional 5,000 vehicles would make H6 "lucky" again, but ignored Tesla's " catfish" will be in 9 There was a big outbreak in the coming month, and as a result, it "carelessly" lost the laurel of the SUV segment again. I don’t know what trade-off Great Wall Motor will make in the face of aggressive competitors, whether it will continue to protect Euler and tank , or let Haval H6 defend its own glory.
also broke out with Model Y and BYD Song, although because of Model Y’s halfway run, Song’s ranking in the SUV list in September fell from runner-up to third runner-up in the first two months. However, thanks to the strong support of new energy models, the car won the first single-month record of more than 20,000 vehicles this year, and also set its own record in recent years. It is self-evident which is lighter and heavier.
For such as Volkswagen Tiguan L, Honda XR-V , Geely Boyue_spanjiao2span, Changan CS75 and even Volkswagen Lavida and other new energy models that once brought energy and Toyota The impact on them is almost overwhelming, just like the enormous pressure that BYD and Tesla have placed on most traditional car companies today, but in the face of such a dilemma, no one can escape, and can only speed up and continue to stand firm. Scalp catches up.
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