Recently, the China Passenger Car Association released a new sales report. The data shows that:
(1) in October 2022, the domestic passenger car market retail sales reached 1.842 million , increased by 7.5% year-on-year, and decreased by 4.2% month-on-month; among them, new energy passenger car sales reached .555 million , a year-on-year increase of 74.9%, decreased by 9.2% month-on-month, and penetration rate was 30.2% .
(2) from January to October 2022, the cumulative sales of the domestic passenger car market reached 16.718 million , a year-on-year increase of 3.0% ; among them, the cumulative sales of new energy passenger car reached 4.432 million , a year-on-year increase of 107.5% , and the penetration rate was 26.5% .
It is not difficult to see that the domestic auto market overall was weak in October. In the October 19th Manufacturer retail sales ranking of the joint venture camp also showed a large-scale "negative growth" of .
But there is also good news - in October 2022, the domestic retail share of independent car companies reached 51.5%, and broke through the "50%" threshold for the first time . Behind the historic breakthrough of
is the rapid progress of independent car companies in , the new energy sector of . For example, in the October ranking of new energy retail sales announced by the China Passenger Car Association, some independent car companies have gained a leading position:
, below, let’s talk about a few sales topics.
twice reduced prices, Tesla China sales "brake"
Speaking of the recent big news in the new energy vehicle market, Tesla China has cut prices twice continuously in , and is definitely the only one to take charge.
htmlOn October 24, Tesla sold Model 3 directly reduced 14,000-18,000 , and Model Y directly reduced 20-37,000 - this move led to a collapse in the short term of Tesla's official website in China.
November 8, Tesla China posted a Weibo post saying: Users who complete pickup by by the end of the year can get a discount of 4,000 yuan or 8,000 yuan of .
However, in terms of retail sales , Tesla China not only failed to make a breakthrough, but instead fell sharply. According to data from the China Passenger Car Association, in September 2022, Tesla's retail sales in China were 277,600 ; in October 2022, Tesla's retail sales in China were only 217,200 , and fell by 77.8% month-on-month .
Why did Tesla's domestic retail volume in China decline sharply in October? There are two reasons.
First, export sales account for a high proportion. According to data from the China Passenger Car Association, Tesla's total sales of in China in October 2022 were 71,700 vehicles, and the export sales of were 354,500 vehicles, accounting for as much as 76.0% , and the domestic retail volume was naturally compressed.
The fundamental reason is that in the second quarter of this year, due to the impact of the Shanghai epidemic, Tesla China's export sales in the second quarter were only 23,000 . In the first and third quarters of this year, Tesla's export volume exceeded 270,000 html, and needs to fill the gap in export sales in the fourth quarter.
Secondly, a new car requires a certain delivery cycle . According to Tesla China's official official account, Model Y, the current delivery cycle is 1-4 weeks (expected) ; while Model 3, the current delivery cycle is 4-8 weeks (expected) .
According to the delivery cycle, even if the price reduction activity of at the end of October is significant, it is difficult for the new car's delivery work to complete in in 1; and as mentioned above, Tesla's sales focus in October was placed on export sales, and the delivery of domestic orders is likely to be affected.
However, combined with the previous continuous price reduction activities, Tesla China's focus at the end of the year is likely to be converted to domestic sales .
However, the hot topic in the automotive circle recently - "Teasy Tesla out of control incident" has once again become the focus of public opinion. Will this affect Tesla's sales sprint at the end of the year? EV intelligence will continue to pay attention.
BYD leads, Changan New Energy has a breakthrough
Regarding BYD, although "difficulty in picking up a car" is a cliché topic, this also indirectly reflects BYD's current hot market trend.
First of all, we need to explain that the statistical caliber adopted below is retail sales. Compared with the wholesale sales officially announced by BYD, the value of has been reduced by .
Data from the China Passenger Association shows that in October 2022, BYD's new energy retail sales reached 205,700 units, a year-on-year increase of 159.4%; from January to October, the cumulative retail sales of were 31.3586 million units.
Whether it is sales in October or cumulative sales from January to October, BYD has an absolute leading advantage. For example, the aforementioned Tesla China has a cumulative domestic retail sales of html from January to October, and is even less than a fraction of the former.
. In the market segment, BYD has flagship products in the sedan market and SUV market, such as BYD Han family, BYD Song family . These models can not only compete in the new energy market, but also chat and laugh with popular fuel models of the same level.
In the independent camp, the third place in the manufacturer's new energy sales in October - Changan Automobile , also attracted the author's attention.
According to data from the China Passenger Car Association, since the second half of 2022, Changan Automobile's new energy html sales in February have been stable at the level of about 220,000 .
In October, Changan Automobile's new energy retail sales reached 32,400 - this set the html sales record of Changan Automobile in the new energy sector this year .
But if we carefully check Changan Auto's new energy sales structure in October , it is not difficult to find that there are hidden dangers.
It is obvious that micro pure electric car - is currently the main sales force of Changan in the new energy sector. But in the current new energy market, micro pure electric models are already in a red ocean.
For example, SAIC-GM-Wuling 's Hongguang MINI EV, the cumulative sales volume from January to October 2022 was 11.1% ; during the same period, the cumulative sales of domestic new energy passenger cars had a year-on-year growth rate of 107.5% .
It is worth noting that the Benben EV, a subsidiary of Changan New Energy, was suspended in April this year, but it is still the main sales force of Changan New Energy. This is not a good sign.
So for Changan Automobile, if you want to improve the sales structure of the new energy sector, you must improve the market competitiveness of mid-to-high-end models (such as Changan Deep Blue SL03, etc.), which is more important than overall sales growth.
Conclusion
In October, the negative impact of the epidemic on the auto market cannot be ignored. This round of epidemic spread to major automobile consumption provinces such as Henan, Guangdong, Inner Mongolia, and Fujian, and dealers closed stores frequently, which caused offline sales to be blocked by - this is one of the main reasons for the month-on-month decline in retail sales in October.
However, there must be "opportunities" when there is "danger". In this downward cycle, new energy vehicle is one of the few highlights - this means that whoever can seize the new energy highland through intelligence, networking, electrification and marketization will have the future of the automobile industry.
But at present, the winning odds of independent car companies are obviously greater.
