Introduction | Golden nine is not gold
Golden nine is not "gold", the peak season is not prosperous, this is the overall performance of the car market in September.
According to the retail data of the Travel Union, the domestic passenger car sales in September 2021 were 1.582 million units. Although an increase of 9.1% month-on-month, a year-on-year decrease of 17.3% has been four consecutive months of year-on-year decline. At the same time, compared with the peak in September 2017, it is down 27.9%. This sales volume is only basically the same as the 1.57 million units in the same period in 2014, that is, it returns to 7 years ago in one fell swoop.
Auto market sales are sluggish, and the reason is "lack of core."
Cui Dongshu, secretary general of the National Passenger Car Market Information Association, analyzed: "The performance of the auto market in September was not strong, mainly due to the obstruction of overseas supply of key chips and other parts. Supply chain problems can only be measured on a weekly basis. To supply, production losses are huge."
The auto market sales in September were bleak, and the market structure has also undergone many changes.
From an enterprise perspective, the top 10 joint ventures and independent joint ventures in sales are equally divided, each occupying 5 seats.
Joint venture car Among enterprises, North and South Volkswagen still dominates the top two in the passenger car market, but unlike the past, SAIC Volkswagen is the winner this time.
In September, SAIC Volkswagen sold 123,501 vehicles, down 23.1% year-on-year, and ranked first. This was its first time to reach the top of the year; FAW-Volkswagen trailed SAIC Volkswagen by 15,800 vehicles and fell to second place with 107,762 vehicles. The year-on-year decline was as high as 48.6%. It seems that the degree of core shortage determines the ranking.
The top ten independent brands are: Geely Automobile, Changan Automobile , BYD , SAIC-GM-Wuling and Great Wall Motor .
Among them, Great Wall Motor replaced and FAW Toyota entered the top ten. In September, it sold 71,644 vehicles, ranking 9th; BYD and SAIC-GM-Wuling both grew against the market, especially BYD, with a year-on-year increase of 90.2%. This is not only a boost to the sales of new energy vehicles, but also a result of its unaffected by the lack of cores; Geely cars ranked in the top three with 95,923 vehicles.
Tesla, which has received much attention, saw its September sales surge 360.3% year-on-year to 52,123, ranking 13th. Although there are constant problems and rights protection, and Tesla are still selling violently, and the Model Y standard version is indispensable, which has been favored by many consumers.
In the sedan market, Sylphy dropped 31.8% year-on-year, but 39,250 vehicles continued to reach the top, unshakable dominance. However, the pressure brought by the latecomers is not small, Hongguang MINI EV followed with 35,169 vehicles, the difference between the two is only more than 4,000 vehicles, and a year-on-year increase of 142.6%. The third is LaVida , whose sales in September fell 28.5% year-on-year to 34,547 units.
Model 3 sales increased by 68.8% year-on-year to 19,120 units.Ranked No. 4. Although it was diverted by the model Y of the same-year brand, its popularity is still unabated. Although it is not well received, it is well received.
Volkswagen Bora ranked fifth. September sales fell 49.6% year-on-year to 18,482 vehicles, the second highest year-on-year decline. The highest decline was Toyota Corolla, whose sales fell 65.4% year-on-year to 12,945 units. It used to rank among the top three, but now it has fallen to the 14th place. Everything is caused by the “lack of cores”.
In addition to Hongguang MINI EV, there are two other brands in the top 10: Emgrand and Qin PLUS DM-i. Among them, Emgrand ranked 6th in September with 16,932 vehicles. If it is said that Emgrand has this ranking as a frequent customer of the top 10 cars, it is no surprise that Emgrand has this ranking; and Qin PLUS DM-i ranks 10th with 15,164 vehicles, which seems to indicate that the new Energy vehicles were quickly accepted by the market.
In addition, the independent brand on the list is Changan Yidong , which sold 12,746 units in September, ranking 15th.
In the SUV market, the wind direction has changed abruptly, independent brands are weak, and joint venture brands are strong.
is no longer Haval H6 , but Tesla Model Y . Model Y reached the top of the SUV market for the first time with 33,033 units, and also set a new high for its sales. Haval H6 sales fell 40.4% year-on-year to 23,341 units, dropping to second place.
lowered the price threshold, coupled with the impulse at the end of the season, making Model Y usher in a big explosion. but,As the SUV sales champion, the strength of the Haval H6 is unquestionable. Therefore, who is the king of SUV sales in the future is still in suspense.
BYD Song’s September sales increased 49.7% year-on-year to 21,222 units, ranking third. Lack of core? In BYD's view, it doesn't exist anymore.
In addition, the top 10 independent brands include Geely Boyue and Changan CS75 . In September, they sold 15,853 and 15,644 vehicles respectively, ranking 6th and 7th.
In addition to Model Y, the top 10 joint venture brands include: Volkswagen Tiguan (4th, 18358), Honda XR-V (5th, 16,143), Volkswagen Tuyue ( 8, 14,648), Honda CR-V (9, 14,051), Toyota RAV4 (10, 13,740).
That is to say, in the top 10 SUV market, independent brands only account for 4 seats, not only inferior to joint venture brands, but also relatively weak in ranking. As one of the market segments on which independent brands rely for survival, SUVs have been "invaded" by joint venture brands. Independent brands must attach great importance to it, pay more attention to it, and pay more attention to it.
car gathering summary
The lack of core continues, bringing more brutal competition and a protracted battle. Who can have the last laugh?
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