[Observation] The top three independents in October: The growth rate is clearly differentiated, and the competitive landscape is full of variables

In October, the sales volume of the "Autonomous Top Three" neatly exceeded 100,000 vehicles. Among them, Geely and Great Wall are about to enter the competition threshold of 150,000 vehicles.

However, the growth rate of the “three tops” is clearly diverging. Compared with the slowdown in Geely’s sales growth rate, Great Wall still maintains a growth rate of about 20%, while the growth rate of Changan passenger cars has reached nearly 50%. Let the "three independent powers" future competition landscape full of variables.

Geely: Fully entering the era of architecture

First look at Geely Automobile, which sold more than 140,000 vehicles in October, an increase of 7.6% year-on-year. So far, Geely Automobile has achieved a breakthrough in total sales of more than 10 million vehicles. The first Chinese car company to achieve the production and sales of passenger vehicles exceeding 10 million. While the cumulative sales of

this year exceeded one million units, Geely was also the first independent brand to have cumulative sales of over 10 million units. Standing at a brand new starting point of 10 million vehicles, Geely will fully enter the architecture era in 2021. By applying BMA, CMA, SPA and SEA basic module architecture, it can achieve coverage from pure electric, hybrid to fuel, from compact to medium Comprehensive product layout of large-scale vehicles.

Of course, in the final analysis, Geely Automobile has been able to lead the Chinese brand for several consecutive years. The key factor is the significant improvement of its own strength. Not only are Volvo and Lynk & Co focusing on the luxury market, the Geely brand's upward breakthrough in recent years can also be described as a great success. It can be said that we see the hope of the rise of autonomous car companies in Geely.

Great Wall: A new monthly sales record of

Great Wall, which achieved a record of 135,559 vehicles in October, setting a new monthly sales record. Among them, there are more than 107,000 passenger vehicles, and most of the sales are from the Haval brand. At the same time, Great Wall pickups also contributed more than 20,000 sales.

In contrast, Great Wall's high-end brand WEY sold 9,076 vehicles in October, which was not satisfactory. Especially in the context of the hot sales of independent high-end brands such as Hongqi and Lynk & Co, WEY only has sales of 5,232 VV6 vehicles. For Great Wall, boosting the sales of the WEY brand will be an urgent problem to be solved in a period of time.

How important the Haval H6 is to Great Wall Motors can be seen from the sales ranking of Great Wall Motors in October. When the Haval H6 returns to monthly sales of 50,000 units (in October, the sales of Haval H6 were close to 53,000 units, an increase of more than After 30%), Great Wall Motor's sales ranking immediately made a qualitative leap.

At the same time, Great Wall has undergone a significant change in marketing this year. It has put a lot of effort in the marketing of younger brands, launched a new lemon platform and coffee intelligent system, as well as new models such as Haval Big Dog, Tank 300, Haval First Love, etc. , Which fits the psychology of young people and seems to have a good response at present. What kind of performance these "net celebrities" new cars can perform in the future is very worth looking forward to.

Changan: 80% of the annual target was achieved.

In October, the sales volume of Changan brand passenger cars was 112,153, which accounted for more than half of the group's total sales. More than 4 models had sales of over 10,000. The market demand for the CS75 car series is still strong. In October, the sales performance of more than 31,000 vehicles was delivered. This is the first time that the monthly sales of this car series exceeded the 30,000 mark. The Yidong car series is also continuing to exert strength. Since the Yidong PLUS model was launched, the monthly sales of the Yidong car series have been rising rapidly, and it directly exceeded 20,000 in October.

According to data from the Passenger Association, the cumulative sales of Changan Automobile’s self-owned brand passenger car segment in the first October of this year have exceeded 740,000, which is close to last year’s annual sales, an increase of 24.5% compared to the same period last year. Among them, the sales in October Reached 108,000 vehicles, a year-on-year increase of up to 50%.

Changan Automobile’s sales this year can be described as rapid growth, leading the way among many independent car companies. The reason is that, from a product perspective, it is naturally inseparable from the upgrade of product power. Changan’s Blue Whale Power has the domestic leading strength, and Changan has also made great efforts in the intelligentization and rejuvenation of its products, as evidenced by the success of UNI-T and its main model CS75.

From a higher perspective, the changes in Changan products have a lot to do with Changan Automobile's insistence on transforming into an intelligent mobility technology company in recent years and independent research and development over the years. For other autonomous car companies, wanting to rise is alsoWe must take this path steadily.

Conclusion

Generally speaking, after decades of vicissitudes, the Chinese auto market has now shifted from fighting among independent brands to fighting against joint venture brands. Today, as the automotive industry is gradually transforming to intelligent technology, independent brands have not fallen behind. It is hoped that in this competition with joint venture car companies, more and more independent companies can catch up.

Automobile Technology Observation, founded by cross-border technology media person Shensky, has experience in driving 160,000 kilometers of roads between China and the United States, and has columns on major media platforms, dedicated to the technology and thinking of the automotive technology industry. Here we understand cars and technology.

This article comes from the author of Autohome and does not represent the viewpoint of Autohome.