The car market is sluggish, and the “cold winter” that began in the second half of last year has not yet recovered significantly.
On the one hand, the economic downturn and the cost of car use remain high, and consumers’ desire to buy cars is declining. On the other hand, many people in the early years bought cars in advance because of the policy dividend (half the purchase tax below 1.6L). Overdraft today’s car market.
According to the data released by the China Automobile Association, from January to July, automobile production was 13.933 million units, down 13.5% year-on-year, and sales were 14.132 million units, down 11.4% year-on-year.
In July, the production of automobiles was 1.8 million units, a decrease of 5% from the previous month and a decrease of 11.9% from the same period of last year. The sales volume was 1.808 million units, down 12.1% from the previous month and down 4.3% from the same period last year.
The new energy vehicle market is also being overdrawn.
From January to July, 701,000 new energy vehicles were produced, up 39.1% year-on-year, with sales of 699,000 units, up 40.9% year-on-year. The growth rate dropped slightly from January to June, and it fell sharply from the same period of last year. .
The new energy auto market, which once had a “contrarian growth”, showed a decline in the past July.
Compared with June, the production and sales volume of new energy vehicles decreased compared with the same period of last year. In July, it produced 84,000 vehicles and sold 80,000 vehicles, a decrease of 37.2% from the previous month.And 47.5%, down 6.9% and 4.7% year-on-year.
The total number of new energy vehicles in July was also 81.4%.
The cold ice data ruthlessly tears open the “false prosperity” of the new energy car market. The rare “reverse growth” finally happened on the electric car body that was highly anticipated.
Xu Haidong, Assistant Secretary General of the China Automobile Association, summed up three reasons:
The new energy vehicles are growing in January and June, and the sales pressure in July is very high;
The new energy subsidies are declining in February and July, and the purchasing power is concentrated. A few months ago;
3, July is the transition period of the Five Kingdoms and the United States. The National Five models are sold at low prices, and many new energy consumers have turned to the more cost-effective National Five.
At present, the China Automobile Association has lowered its sales forecast for new energy vehicles this year from 1.6 million to 1.5 million. However, what is certain is that the new energy vehicle market is still promising, and the downturn is only temporary.
At this stage, the new energy market is in a downturn, and the most obvious ones are young and new cars.
Take the three new car head companies of Weilai, Xiaopeng and Weimar as examples. According to known data, the first half of this yearIn the year, Xiaopeng Automobile sold 9596 vehicles, Weimar Automobile 8747 vehicles, and Weilai Automobile sold 7481 vehicles.
The three giants have not delivered more than 10,000 in the first half of this year, and the other mass production players in the car list are even less than a thousand, not to mention the PPT players who are still testing on the edge of mass production.
At the beginning of this year, Wei Lai set a sales target of 40,000 to 50,000 vehicles for the whole year. Wei Ma is not too small, and threatened to sell 100,000 units. Half a year has passed, and it is hard to imagine the difficulty of achieving the standard in the next six months.
In the first half of the year, the total number of new vehicles was only 30,101, and in the first half of this year, China’s new energy passenger vehicles sold a total of 563,000, which means that the head strength of new vehicles at this stage will increase, reaching the first half of the year. The share is only 5.5% of the market.
An additional 95% of the share is still firmly held by traditional car companies.
There is a slump in the auto market, but there are also many players who have gone against the trend. For example, Beiqi New Energy, which has been criticized for its products, has become the top student in the class.
According to a recent announcement issued by Beiqi Blue Valley, BAIC’s new energy sales increased by 78% year-on-year in July. They sold 12,509 electric vehicles in July. The cumulative sales volume in January-July was 77,668 units, an increase of 28%. %.
Although 11.8% less than the same period, another giant, BYD, handed over 16,567 sales in July. By the last round of subsidies, BYD also increased by 73.71% from January to July, with a cumulative sales volume of 162,220 units.
Even if the traditional car company is a “skinny camel”, it is far more powerful than the new horse. In this cold winter, the former has an absolute strong ability to keep warm, while the latter has the most basic Hematopoietic capacity is not yet available.
The general manager of GAC New Energy once ridiculed the new forces in front of the media. “What is the delivery of 10,000 units?”
It is undeniable that the delivery of 10,000 units is a step from 0 to 1 for new forces. Whether it is the accumulation of orders by the brand or the completion of mass production, it takes a lot of effort. From this point of view, the current new car head forces “deliver 10,000 units” deserve respect.
The market is cruel and consumers are realistic.
The traditional forces in the eyes of the new forces who don’t understand services, don’t understand intelligence, and don’t understand users are making great strides, using more and more excellent and mature products to hold the market and holding a large share.
The opponents who seem to be “stupid” are making progress, and these people have a solid brand accumulation and mature production techniques. At this time, many new car manufacturers are still worried about a production qualification..
The awakening of traditional car companies is “external troubles”, and today’s new forces themselves have a lot of “internal problems.”
We have recalled the battery problem because it recovered the word of mouth in time, but it also took a lot of effort. The company’s structure was “optimized”, and after cutting thousands of people, it sold off its own FE fleet. Of the 1502 vehicles delivered in July, the ES8 was only 436. The rookie ES6 sang the protagonist and the phenomenon of fighting for its own products was highlighted.
The other head of Xiaopeng is also not good, because the rapid iteration of the product caused the dissatisfaction of the old car owners to cause the “rights” event to be raging, although it is worthy of jurisprudence, but the damage to the new brand is inevitable.
With Xiaopeng’s foresight, Weimar also “learned”, and this month’s low-key listing of the 520 long-end version of the EX5, and smartly supporting the corresponding old car owner protection plan, so as not to fall behind. In the past six months, it seems that Weimar has achieved a stable and stable situation. How much pain is there in my heart?
To build a Chinese sports car, the future car has only 72 vehicles in the first half of this year. The K50 is officially listed on the road. The unbearable sales volume has forced the future to change its mind. I hope that the new sales company general manager Liu Yunliang will turn around.
Subsidies slipped and the economy went down. Consumers’ desire to buy cars, especially for electric vehicles, was greatly reduced. Newly-built cars frequently revealed problems at key time points. Tesla also unrelentingly came out to seize the domestic market, with a strong product power Model 3 is a strong enemy that is difficult to knock down in front of a group of domestic electric vehicles.
Today’s new car faces the increasingly awakened traditional car company and the surging Tesla. In the era of post-subsidy in the new energy market, new cars can only come out of the trough by relying on strong products. The big environment can’t work, and it depends on your own hard work.
The landlord’s family has surplus food for the winter, and entrepreneurs can only die for nine lives.