Jin Jiu Yin Shi has just arrived. At the beginning of September, I went to an Audi 4S store in Guangzhou to see a car, and just said "The A4L bought by my friend last year has a discount of about 50,000 yuan..." I haven't said yet. After that, I was interrupted by the sales: "Don't tell me how much your friend bought, or even how big a discount you had last week, you may not have it this week." The tone was strong, and I couldn't continue talking.
In fact, due to the shortage of chips, the discounts in the terminal market have been greatly reduced. Take A4L for example, the discount has been reduced from 50,000 yuan last year to the current 10,000 yuan, which is accepted by direct teachers. No more. Those who still want to buy a car at this time are either really rich or really need a car urgently.
Wholesale and retail sales fell year-on-year, how much did they sell
On October 12, the Federation of Travelling Associations released the latest sales data. The overall situation is that both wholesale and retail sales in September fell year-on-year, but there was a month-on-month decline. Promoted. This situation can be explained in one sentence: the impact of the lack of core continues, but with the arrival of Jinjiuyinshi, it has eased slightly.
From the data of major manufacturers, SAIC Volkswagen still has the highest share, but the decline is not low. In September, the wholesale volume was 125,000 vehicles, down 28.6% year-on-year, and the retail volume was 124,000 vehicles. , A year-on-year decline of 23.1%. Another Volkswagen, namely FAW-Volkswagen, is not optimistic. The wholesale volume was 105,000 vehicles, down 53.1% year-on-year, and the retail volume was 108,000 vehicles, down 48.6% year-on-year.
Volkswagen branded cars, such as Lavida, Sagitar, Bora, Tiguan, etc., in fact, the discount has always been very large, even in the condition of lack of core, the discount is still maintained as much as possible At the past level. However, the core shortage is really serious, which directly leads to lower output. Manufacturers want to sell and consumers want to buy, but conditions are not allowed.
Basically, there is not much difference between the top vendors in terms of sales volume. For example, Dongfeng Nissan's September wholesale volume was 80,000 vehicles, down 37.4% year-on-year, and the retail volume was 85,000 vehicles, down 28.9% year-on-year. It is worth mentioning that when Dongfeng Nissan announced the official data, it has not disclosed the sales data of and X-jun. If calculated based on the data of more than 9,000 vehicles released in August, September should not be bad, but why there is no Disclosing it for a while, can't help but make people think-it shouldn't be due to lack of core.
In terms of independent brands, the wholesale volume of Geely was 104,000 vehicles in September, down 17.7% year-on-year, and the retail volume was 96,000 vehicles, down 18.9% year-on-year; Changan and Great Wall’s situation, It's all like this.
BYD is very special. In September, the wholesale volume reached 79,000 vehicles, an increase of 92.1% year-on-year, and the retail volume was 78,000 vehicles, an increase of 90.2% year-on-year. It is reported that new energy vehicles accounted for 70,000 of these 70,000 vehicles, indicating that BYD 's production and sales growth is due to the popularity of its new energy vehicles.
SAIC "fallen", what happened?
Not all manufacturers "sell as much as they want," and there are exceptions.
SAIC-GM-Wuling has a wholesale volume of 110,000 vehicles in September, a year-on-year increase of 3.3%, which is quite good, but the retail volume is only 74,000 vehicles. In such a situation, it may be that the market enthusiasm of certain models is too high. What is the specific reason? The sales of specific models need to be announced before we can know.
SAIC passenger cars,The MG and Roewe brands are also very embarrassing. The wholesale volume in September was 83,000 vehicles, a year-on-year increase of 27.9%, but the retail volume did not enter the top ten, and the retail volume was below 60,000 vehicles.
It seems that SAIC does not have to worry about no chips. SAIC GM, also belonging to SAIC, had a wholesale volume of 124,000 vehicles in September, which was only lower than SAIC Volkswagen, a year-on-year decline of 19.1%, while retail sales were only 90,000 vehicles, a year-on-year decline of 38.9%. It stands to reason that SAIC-GM has got rid of the influence of the three-cylinder engine, and the gap between production and sales should not be too large. However, inquiring about past data, it can be found that SAIC-GM has always had a high inventory.
It can be said that several manufacturers, including SAIC-GM-Wuling, SAIC Passenger Car, and SAIC-GM, are not afraid of the impact of core shortage. However, it is worth thinking about why these manufacturers still have serious imbalances in production and sales under the premise that other manufacturers are short of cores and waiting for a long time.
Summary
Some people say that the core shortage will be alleviated next year, and some people say that it will last for several years. It is difficult to analyze which is right and wrong. In any case, you should buy a car or you have to buy it. It just needs to be more rational. For example, the original discount for a car is quite big, but now there is only a small profit. So it is not necessary to choose this car blindly. After all, it is on the market. There are many alternative models.
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