However, after a quarter of prosperity, it seems that the market finally calmed down in 165438+ 10.
The data shows that in the last month of 165438+ 10, the wholesale sales of passenger cars in India closed at 286,476 vehicles, up 8.8% year-on-year.
Although, from the data of the same period, this sales volume is still the highest in 10 years, and its performance is still eye-catching, compared with the previous two months, the sales volume and growth rate of 1 month have obviously declined, among which the sales volume is-14.2% lower than that of1month. Obviously, after losing the positive factors of holidays, the mentality of car companies and dealers is slowly returning to normal. At the same time, such changes also show that they have reduced their rights? The market expects 65438+February.
Indeed, proper caution is very necessary. Because according to the experience over the years, after the peak season of holiday sales, the market will obviously cool down for a period of time.
Before this year 1 1 month, the wholesale sales volume of passenger cars in India was 2, 15 1 1,898, a year-on-year decrease of 20.4%. Since the sales volume of 65438+February has remained at around 230,000 vehicles in the past five years, it is very likely that it will be the same in the next 65438+February. Then the total sales of passenger cars in India this year will be around 2.38 million, which will be the first time that the market will return to below 2.4 million after 20 10.
Tata, who has returned to the top.
Judging from the performance of major car companies in June 5438+065438+ 10, although the overall car market growth rate has obviously narrowed, many car companies have achieved good growth, such as Tata, Honda, Mahindra, FCA, etc., among which the growth rate of Tata has reached 108. 1%.
Since the second half of this year, Tata has maintained a double-digit growth rate of 43.2%, 154.0%, 14 1.7%, 79.2% and 108. 1%, among which it reached/kloc in August.
Although this achievement is largely due to Tata's intention to reduce dealer inventory last year, it has to be admitted that since July, Tata's sales have indeed improved greatly, especially since September, which has exceeded 20,000 vehicles for three consecutive months.
You know, the last time Tata made the same achievement was in 20 12. That was the golden age of Tata in India, in India? Vista、Indigo？ With the efforts of Manza and Nano, the monthly sales of 10000 vehicles can only be regarded as general performance, with the normal level of more than 20,000 vehicles, and occasionally it can reach 30,000 vehicles.
However, in 20 13, the sales of these three cars began to be greatly discounted, especially the latter two cars took a sharp turn, with only two or three thousand cars, which also led to a direct reduction in Tata's sales-from nearly 300,000 cars per year to less than 6,543.8+0.5 million cars. It was not until 20 17 that two brand-new models, TIGOR and NEXON, came on the market one after another that Tata was able to return to 200,000 vehicles in 20 18. Moreover, in June and March of 20 18, the monthly sales of Tata finally returned to more than 20,000 vehicles after a lapse of five years. Unfortunately, the good times did not last long. Due to the influence of the environment, its annual sales in 2065438+2009 once again fell below 200,000 vehicles.
Fortunately, after the launch of the new model Altroz at the beginning of this year, Tata added another tiger and started the car and? TIGOR and NEXON contributed more than 6,000 vehicles every month, which caused Tata to be overwhelmed recently. Thanks to the outstanding contributions of the three main models, the total sales volume of Tata Front 1 1 month turned positive year-on-year, and it can also hold the third position in the annual sales volume, otherwise it can only lag behind the "rookie" Kia.
In addition to Tata, FCA, which increased by only 10.3%, is quite surprising. Because this is the last positive growth of FCA after 27 months. Even so, a large part of the reason for this counterattack is that the Fiat brand has completely withdrawn from the same period last year, only Jeep? The low cardinal number caused by the compass fighting alone. But I still want to be sincerely happy for FCA, or more precisely Jeep. After all, this shows that its sales have rebounded slightly.
It is also worth mentioning that due to the launch of the new GLoster, MG, which landed in the Indian market for more than a year, finally broke through 4,000 vehicles for the first time, reaching 4 163 vehicles.
The tragedy of diesel vehicles
In addition to the winners, negative growth car companies also need attention. For example, among the top ten, only Maruti Suzuki and Renault experienced negative growth year-on-year.
As we all know, Suzuki has occupied the largest share of the passenger car market in India in recent years, especially since 20 17, and its share has remained at around 50%, so the ups and downs are basically consistent with the overall market.
But in June, 5438+065438+ 10, this was not the case, and the difference between them was more than 10 percentage points. The reason for this is mainly because of Suzuki's main models Dzire and Vitara? Sales of Brezza and S-Presso both dropped by more than 20%.
Under the pressure of BS-IV emission standards, Suzuki had to stop diesel versions of many models, Dzire being one of them, so the sales volume declined. Viitala? Brezza is due to the recent emergence of strong competitors in its market segment, such as KIA Sonet. 165438+1October, Sonet surpassed Vitara with the sales of 1 1, 4 17 vehicles. Brezza becomes compact? The champion model of Suv only sold 9265 vehicles. One year after S-Presso went public, it had to face the troubles of the same period base. After all, it was a great success under the new car effect in the same period last year.
Compared with Suzuki, Renault is under greater pressure. Because June 1 1 is the second consecutive month of Renault's decline, the reasons behind it are roughly the same as Suzuki's.
In order to meet the new emission requirements, Renault decided not to produce diesel vehicles, which had a great impact on Lodgy and Duster.
Due to the gradual decline in sales of Lodgy in recent years, only 533 vehicles were sold in 20 19, so Renault chose to give up this model without any upgrade or technical transformation. Lodgy has withdrawn from the Indian market after selling all the cars in stock at the end of last year.
Duster's performance is also very poor, with only 8,974 vehicles in the 20 19, but half of them are from the diesel version. Although this achievement is not impressive, Duster is Renault's third largest model. After the sales volume of such an important model was halved, Renault was naturally weakened.
In addition, Triber, as Renault's current right-hand man, has been on the market for one year and can no longer provide it with a net increase. Renault's continuous decline is also reasonable.
In fact, not only Suzuki and Renault suffered heavy losses after losing their diesel vehicles, but also Volkswagen suffered greatly. But the difference is that Volkswagen did not completely stop diesel vehicles, but chose to provide a gasoline version first, and then slowly provide a compliant diesel version. But obviously, judging from the negative growth of 1 1 month before this year, this strategy is also a failure.
From this point of view, after the loss of diesel vehicles, many car companies suffered heavy losses, which can be described as miserable. But I believe that only after experiencing such a biting pain can we really be reborn.
Text/Kang Qin
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