According to the data released by the Passenger Car Federation, the sales volume of narrow passenger cars in China in June was 1.699 million, down 2 1.5% year-on-year and 20.8% month-on-month. According to the Federation, no matter from the year-on-year comparison, this is the lowest growth rate recorded since the statistics of retail sales in 2005.
The test drive report shows that the results of 22 car companies that have released production and sales data show that only four car companies, namely Changan, SAIC Passenger Car, SAIC Datong and GAC Passenger Car, are on the rise. The joint venture camp suffered heavy losses, with Guangfeike leading the decline, with a year-on-year decline of more than 70%. Only Changan Ford and Dongfeng Honda are "floating red".
This sudden epidemic is a heavy blow to the auto market with negative growth for two consecutive years. To this end, many people in the industry are also hoping that the government will issue more favorable policies to "save the market."
It is noteworthy that Foshan became the first city in China to introduce measures to encourage automobile consumption this year.
February 16 Test Drive Report It was learned from official website, Foshan Municipal People's Government that Foshan issued the Notice of Foshan Municipal People's Government Office on Printing and Distributing Some Measures to Promote Consumption Upgrading in Foshan (for Trial Implementation) (hereinafter referred to as the Notice), which included encouraging consumers to consume "National Six" cars and encouraging consumers to buy new cars, with a subsidy of 2,000 yuan per car. In addition, collective car purchases are encouraged to simplify car purchase procedures.
The written date of this notice is 65438+2020 1 October 29th, and it will be implemented on March 1 day, 2020, with the validity period of1year.
In addition, china automobile dealers association recently submitted a report on relevant suggestions to the National Development and Reform Commission, and once again called for the cancellation of the automobile purchase restriction policy, so as to promote automobile consumption and restore market confidence.
"Restricted purchase is a realistic policy, and a certain degree of liberalization and regional opening is inevitable." On February 16, Cao He, secretary general of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, told the test drive report that after the epidemic, the automobile industry will definitely introduce some policies, but the intensity will not be too great.
Before independence, three were in Chang 'an? Multi-car companies said that they will not adjust their sales targets for the time being.
In the independent sector, among the top three independent companies, Geely and Great Wall, which performed strongly in the past, failed to withstand the pressure in the first month of this year, with a double-digit plunge. In addition, BYD, Jianghuai Automobile, SAIC-GM-Wuling and Dongfeng Qichen all have a double-digit downward trend.
Specifically, the cumulative sales volume of Geely Automobile in June 5438+ 10 was1.1800 vehicles, down 29% year-on-year; The monthly sales volume of Great Wall/KLOC-0 was 802,665,438+0 vehicles, down by 28.438+06% compared with last year.
Despite the unfavorable start in the first month, both Geely and Great Wall said that they have not adjusted their production and sales targets yet. At the same time, these independent brand leaders turned their attention to overseas markets this year.
In an interview with the test drive report of 14 in February, Geely said that the sales target of 14 1 10,000 vehicles would not change. "2020 will be a crucial year for Geely Automobile to lead the brand and technology, and it will also be a year for Geely's architecture and products. It is expected that six new products, such as Geely icon, the second SUV with BMA architecture, and Lectra 05, built with CMA architecture, and a number of redesigned models will be launched; At the same time, Lectra will officially enter Europe. "
Due to the epidemic situation, the offline launch conference of the first heavy car ICON of Geely New Year, originally scheduled for February 14, has been cancelled and will be held online in the future. The exact time is to be determined. Geely told the test drive report that other models were not affected.
On the same day, the Great Wall told the test drive report that there was no latest news about this year's production and sales targets and rhythm adjustment.
It is noteworthy that Great Wall Motor is actively adjusting to further expand overseas markets when the domestic market is cold. In June this year, 5438+ 10 just announced that it would acquire GM's Taligang plant in India in less than half a month. Great Wall Motor recently brought Haval and Great Wall EV brands to the Delhi Auto Show in India. 17 In February, Great Wall Motor and General Motors reached an agreement on the acquisition of the manufacturing plant in Rayong, Thailand. The two sides plan to complete the transaction and handover of the factory by the end of 2020. By then, Luo Yongfu plant will become the 1 1 home in the world and the third full-process vehicle factory overseas after Tula plant in Russia and Taligang plant in India. Through this acquisition, Great Wall Motor will take Thailand as the center, radiate the whole ASEAN region, and accelerate the pace of globalization strategy in an all-round way.
On the other hand, independent brands Changan, GAC and SAIC got off to a good start.
In terms of Changan's independence, the sales of Chongqing Changan, Hebei Changan and Hefei Changan in June totaled 5438+ 10/337 vehicles, up 3.29% year-on-year. Among them, Changan CS75, CS55 and changan CS35 continued to sell well, with sales exceeding 10,000 vehicles.
On February 15, Changan Automobile reported to the test drive that with the continuous achievement of the enterprise's "third venture" strategy, Changan Automobile accelerated its market layout.
Among them, in March this year, Changan Yidong PLUS will be officially listed. At that time, it will become a new growth driver together with the blue whale NE 1.5T engine production model, CS75PLUS and other ICA models. At the same time, UNI-T, a brand-new series product of Changan, will also make its debut this year, thus impacting the high-end market.
Coincidentally, overseas markets have become new growth points for these car companies. Take SAIC Chase as an example. According to its plan, the network layout of five overseas core markets will be completed before the end of this year.
The joint venture collective collapsed? Changan Ford stopped falling, and Dongben showed eye-catching performance.
In the joint venture camp, the monthly performance of/kloc-0 suffered a heavy setback, and the double-digit decline became a common phenomenon, even the "second game" of GAC, which has always been strong, was not spared.
According to the statistics of the test drive report, among the 12 joint venture car companies that have published sales data, only Changan Ford and Dongfeng Honda have experienced negative growth.
Among them, in terms of SAIC, the sales volume of SAIC Volkswagen was 1 1.3 million, down 40.5% year-on-year; SAIC-GM sold 65,438+025,000 vehicles, down 30.5% year-on-year. The frustration of these two joint venture car companies also eclipsed the start of SAIC. In June, the sales volume of 5438+ 10 plummeted by 34.55% to 400,000 vehicles.
FAW-Volkswagen, which won the top spot in the passenger car market after five years last year, also performed poorly in June this year at 5438+ 10, with a slight drop of 2. 1% to 187400 vehicles. However, FAW-Volkswagen still ranks first in the retail list of manufacturers of the association, with a market share of 10.9%.
It is understood that FAW-Volkswagen has formed the layout of three major brands: Volkswagen, Audi and Jetta, and the brand-new Bora, Sagitar, Tan Yue and A6L have been replaced with brand-new models. According to the previous plan, FAW-Volkswagen will launch 29 new cars this year.
It is worth noting that, as one of the brands of Changan Automobile Group in the past, Changan Ford's sales stopped falling in June this year at 5438+ 10, achieving a positive growth of 4.2% year-on-year. According to the plan, Changan Ford will launch 17 new cars intensively this year and next.
On February 16, Changan Ford told the test drive report that corresponding measures will be further implemented in the near future to help prevent and control the epidemic. These include one-stop warm-hearted actions from car purchase to after-sales maintenance, as well as nine policies and a series of caring services for dealer partners.
In a downturn, Dongfeng Honda performed unexpectedly in the first month, leading a group of joint venture car companies with an increase of 2 1.3%.
The data shows that Dongben sold 73,597 vehicles in June 5438+ 10, up 2 1.3% year-on-year, and both Civic and CR-V sales exceeded 20,000 vehicles.
However, as a car company with three factories in Wu Hanyou, its challenges in February may be even greater. "Affected by this epidemic, it is expected that there will be some adjustments in the annual production and sales rhythm." Wang, head of the public relations department of Dongfeng Honda Marketing Advertising Department, said in the test drive report of February 13.
Does the industry want to relax the purchase restriction? Foshan subsidizes 2000 yuan to buy a new car.
Compared with 65438+ 10, the production and sales trend of the automobile market in February this year is even more worrying to the industry.
In fact, due to the influence of this year's Spring Festival holiday, the lack of effective working days is the main reason for the decline in production and sales this year 1 month. However, the epidemic began to affect after 65438+1 October 20th, and the impact on the data of1month was limited.
"It is expected that February will be greatly affected, and the optimistic estimate will drop by about 30%, but the automobile market will show a trend of low before and then high throughout the year." Cui Dongshu, secretary general of the Federation, said in an interview with Test Drive on February 16.
Cui Dongshu believes that February is the recovery period of the production and operation of the automobile industry, but due to the delay of most enterprises in returning to work for one week or more, it is expected that the cumulative decline in February will exceed 25%.
At the beginning of this year, China Automobile Association predicted that the automobile industry in China will end its deep adjustment in 20 19, and will gradually recover in the next few years, and the overall trend of the automobile market will be stable in 2020. However, due to the outbreak of the epidemic, the normal operation rhythm of the industry has been disrupted, and automobile production and sales will be greatly affected in the short term.
At present, in order to tide over the difficulties, many car companies have also introduced a number of "self-help" measures, including launching support channel partners, strengthening upstream and downstream cooperation, and following up and adjusting dealer business policies.
However, many people in the industry believe that in addition to self-help, the automobile industry also needs policy assistance.
It is worth noting that in September last year, after Guangzhou and Shenzhen, Guiyang became another city that increased car lottery and loosened car purchase restrictions.
Today, Foshan will become the first city in China to introduce measures to encourage automobile consumption this year.
According to the contents of the document in the notice issued by Foshan on June 29th this year, the consumption of "National Six" standard displacement vehicles will be encouraged in the form of cash subsidies. Among them, including:
1. Promote the upgrading of automobiles. Foshan license plate owners buy new cars with old car sales invoices or car scrapping cancellation certificates, and each car is given a subsidy of 3000 yuan.
2. Encourage collective car purchase. For the same consumer to buy five or more large, medium and heavy passenger and truck vehicles at one time (the unit price of the vehicle is not less than 500,000 yuan), each vehicle will be subsidized by 5,000 yuan.
3. Encourage consumers to buy new cars with a subsidy of 2,000 yuan each. (Subsidies will not be repeated in the above situations. )
In addition, the policy will also reduce the burden on auto companies. According to the document, it will "subsidize the publicity expenses of automobile sales enterprises to promote consumption, and the expenses will be included in Foshan's special funds to support the innovation and development of the commercial circulation industry."
In addition, on February 1 1, china automobile dealers association submitted the Report on the Impact of COVID-19 Epidemic on Automobile Circulation Industry and Policy Suggestions to the National Development and Reform Commission, suggesting to liberalize the purchase restriction policy, improve the policy environment conducive to second-hand car trading and further stimulate and expand automobile consumption.
"Restricted purchase is a realistic policy, and a certain degree of liberalization and regional opening is inevitable." Cao He told the test drive report that it still depends on the duration of the epidemic. If this month can basically end, it will have little impact; If the situation has not improved in March, there will definitely be some policies. "At the same time, some enterprises with strong supply chain management capabilities, full preparation and strong brands may go stronger."
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.