Auto-First | Zhang Chi
The stock competition in the automobile market has advanced and retreated. Since the beginning of this year, the market share of Chinese brand automobiles has gone all the way up, while the previous Chinese auto market has declined to varying degrees-
Passenger car data released by the China Association of Automobile Manufacturers for November showed that 2.522 million vehicles were sold in November, down 9.1% year-on-year. From January to November, 19.06 million passenger cars were sold, up 7.1% year-on-year. Among them, the market share of independent brands from January to November reached 44.1%, an increase of 6.4 percentage points year-on-year, which is the highest market share in history.
Macro data comes from the specific performance of each car company and each model, under the multiple pressures of the epidemic and chip shortage, Chinese brand cars have collectively bucked the trend, geely, Great Wall, Changan, Chery, BYD have excellent performance.
Geely Automobile's sales of 136,000 units in November ranked third among passenger cars. In the first 11 months of this year, Geely delivered a total of 1.173 million units, becoming the first self-owned brand car company to break through the annual million units. Among them, the first full monthly delivery of Extreme Kr reached 2012 vehicles, which can be described as a good start. Since the beginning of this year, geely's new energy product performance has gradually reared its head, and in November, a total of 16,161 new energy and electrified models such as geometry A, geometry C, and Emgrand EV were sold, an increase of about 137% year-on-year. Among them, the geometric brand delivered 6278 terminals in November, with obvious improvement. From January to November, the cumulative sales of new energy and electrified models totaled 81,313 units, an increase of 33% year-on-year.
Great Wall Motors is also a million-vehicle manufacturer that entered the first 11 months of this year. From January to November, Great Wall Motor sold 1.118 million vehicles, an increase of 16.3% year-on-year. Among them, the Haval brand sold 675,000 taels from January to November, an increase of 4.8% year-on-year; the Euler brand sold 40,000 vehicles from January to November With the replenishment of subsequent products, the tank will contribute more sales to Great Wall Motors; Weipai has sold 48,000 vehicles from January to November, of which Mocha sold 4,776 units in November, a record high, and Macchido DHT sales continued to climb, with 1,510 units sold in November; in addition, Great Wall Motor's pickup trucks contributed more than 200,000 units from January to November, an increase of 128% year-on-year. At the Guangzhou Auto Show in November, the Great Wall Motor High-end Electric Vehicle Brand Salon has also been unveiled, and next year will become the first year of Great Wall Motor's high-end electric vehicles.
From January to November, Changan Automobile's own brand sector continued to be popular, with cumulative sales exceeding the 1.6 million vehicle mark in the first 11 months, an increase of 19.8% year-on-year. Changan Automobile's own brand highlights are quite numerous, its UNI series products from January to November cumulative sales of 112,000 vehicles, the average monthly sales of more than 10,000, the hatchback sedan UNI-V listed in the first quarter of next year will continue to increase the overall competitiveness of UNI models, will also win more chips for the brand independence. In addition, from January to November, the cumulative sales of New Energy Vehicles of Changan Chinese brands reached 93,000 units, an increase of 249.2% year-on-year. Avita, a high-end electric vehicle jointly built by Changan, Cataltime and Huawei, has also been unveiled, and will concentrate its efforts in this field next year.
This year is also the year of the rise of Chery, the big brother of its own brand cars, from January to November, Chery Group has accumulated sales of 849,000 vehicles, an increase of 38.3% year-on-year. Its subsidiaries Chery Automobile, Xingtu and Jietu have made diachronic breakthroughs, in addition, the cumulative sales of new energy products from January to November were 76,000 units, an increase of 120.6% year-on-year, especially xiao ant in the field of pure electric cars. As of now, Chery's high-end electric vehicle products have not yet surfaced, how Chery's future electrification transformation will break through, there is no clear roadmap, and Yin Tongyue, who has been in charge of Chery New Energy, is expected to give an answer soon.
BYD is the "alternative" of Chinese automobile brands, its new energy vehicle sales in 1-11 months of 510,000, has accounted for 80% of the total sales, for BYD, the share of fuel vehicles has been "insignificant", in the domestic passenger car companies are expected to be the earliest and fuel vehicles to say "never again". Recently, BYD revealed that in the first half of next year, a high-end electric vehicle brand will be released, and the first model will be a hardcore off-road, with a price of 500,000 yuan to 1 million yuan, in addition, the Denza brand cooperated by BYD and Daimler will also have new models released next year, and the two sides will increase investment in the brand.
In the past two years, under the influence of multiple unfavorable factors such as the epidemic situation and the lack of cores, the market share of Chinese brand cars has been rising steadily, and it seems that the flexibility of Chinese brand cars to cope with chip shortages has taken advantage, but the outbreak of Chinese brand cars at this node is not accidental, their years of accumulation, product competitiveness is not the past, especially in the field of electric vehicles" "full of electricity", who said that the rise of Chinese brand cars is not inevitable. (Some pictures from the Internet)