On June 8, the multiplier released the production and sales data of passenger car in May. The data shows that the multiplist market has reached 16.23 million, a year-on-year increase of 1 percentage, an increase of 3 percentage in May 2019, and the number of low-almost few months will be basically eliminated this month.
Cui Dongshu analyzed Cui Dongshu, secretary-General, said that this year’s domestic economic trend is relatively stable, and the lag of overseas epidemic will continue to maintain the manufacturing industry, which remains strong, consumption on the car. Form a better basis support. At the same time, new cars and “May 1” small holidays before and after the Shanghai Auto Show, with hot car terminal sales, and the holiday terminal order increments are obvious. In May, the Ministry of Commerce jointly launched consumption promotion month activities, and the diversity automotive promotions were carried out, and there was a certain pulley for market heat. Overall, in May, the car market presents the characteristics of “retail pulling wholesale and wholesale pull production”.
However, he also pointed out that although the passenger car market entered the half-year ending period, the economy continued to face the downstream pressure of the base rebound, and the chip shortage has not been obviously alleviated by the overseas epidemic. The difficulty of rushing to sprint sales, supply chain safety and toughness or the topic of automakers’ priority in the third quarter of this year.
Deluxe cars have strong growth, independent brand progress is obvious Specifically, the luxury car retail 260,000 vehicles, the year-on-year increase 13% In relative to May 45 percentage in May 2019. In conjunction with the increase of 9% year-on-year, the luxury car market is currently less than retail growth, indicating that the high-end replacement demand for consumption upgrades is still strong.
The self-owned brand retail is 600,000, a year-on-year increase of 18%, and 12% in May 2019. Self-branded wholesale market share 40.2 percentage, a year-on-year increase of 7.7%; and domestic retail share is 36.4 percent, a year-on-year increase of 4%. In conjunction with the supply of 26% of the autonomous brand production, Cui Dongshu believes that the self-service head company has experienced hardships, overcoming the shortage of chip, and has a significant progress in all aspects of product, marketing, service, etc., so Changan, Hongqi, Chery, Guangqi Egyan and other brands increased highlong.
In May, the mainstream joint venture brand retail 780,000, the year-on-year increase of 3%, relative to 1 percentage in May 2019. At the same time, the data link data shows that the joint venture brand has declined by 22% in May. Specifically, in May, in May, the retail share of the Japanese brand is 23.4 percentage points, and the market retail share of the US market reached 10.6%, the year-on-year increased by 0.6 percentage points, which is better; the German brand is still in the stage of adjusting the energy .
Cui Dongshu analysis believes that the shortage of chip shortage affects the production rhythm, especially the Japanese enterprise affected by this. At present, there are few models supply, and the terminal actually feels the supply constraint, but due to the relatively sufficient inventory of the dealer and the secondary circulation, there is no significant impact on retail. The channel inventory in January-May is relatively reduced by 510,000, which is 2.90,000 levels from January to May, in 2020. With the shortage of short-term chip shortage in the upstream short-term, mainstream brands are in terms of terminal sales, or further promote the inventory, discount recovery.
New energy is expected to rise to 2.4 million
New energy sector is especially noteworthy, and the multiplier will have a new energy passenger car throughout the year. The predictive sales increased to 2.4 million. In February multiplier, the company’s wholesale sales in new energy vehicles were 2 million, and in April to 2.2 million. The multiplier is expressed, and the annual sales target is again raised, and it is based on the comprehensive consideration of the growth of new energy in May and the comprehensive efforts of the various segments.
The data shows that the wholesale sales of new energy passenger cars in May, which increased by 174.2 percentage year-on-year, showing a good situation of strong growth. itsIn the medium, pure electric wholesale sales of 162,000, increased by 186.1% year-on-year; 34,000 plugging mixed pins, a year-on-year increase of 128.5 percent, accounting for 17%. At the same time, in May, the retail sales of new energy passengers reached 185,000, a year-on-year increase of 177.2 percentage, an increase of 17.4 in April.
Specifically, May, A00-level wholesale sales of 500,000, the share reaches the 31% of the pure electric; the A-level electric vehicle accounts for 26% of the pure electric shares, the bottom of the valley The B-stage electric vehicle reached 47,000 units, an increase of 17% from April, and the pure electric shaldit was 29%. BYD sales in May in May reached 13,420, an increase of 44 percentages in the previous month, and became a new highlight of the plug.
Cui Dongshu believes that in May, the new energy passenger car sales presents a super-growth trend is the result of continuing strengthening of the high and low-end market, especially the overall trend of entry-level new energy car markets, and there is no normal trend. Dramatic decline, which is also the impact of marketization. At the same time, the trend of high-end new energy vehicles continues to strengthen, reflecting the power of high-end electric vehicles in the exchange purchase group. Guangqi Yan and BYD, ShangAdi, ShangAda passenger car, etc., the retail sales of autonomous mainstream new energy vehicles continue to strengthen, indicating the gradual rise of the main market.
It can be seen that although it is also affected by problems such as short-on-chip, the new energy vehicle is basically no significant sales loss. Cui Dongshu analysis believes that the new energy vehicle is less affected by the shortage of chip shortage due to the smaller market volume. At the same time, the self-branded chip supply stability is better than the joint venture brand. This is also the new energy vehicle although the chip is much done, but the growth is more powerful. Taking into account the promotion of Beijing New Energy Car Family and personal list in May, the demand for new energy vehicles is still strong in the next few months. 