After seeing the Jinjiu Auto Market, everyone felt warm.

Produced by ?|?Breaking Waves Graphic Group

Written by ?|?Zhang Hailing

During the "Double Festival", were you stuck in a traffic jam on the highway? I stuffed it.

I have been planning to grab high-speed rail tickets since the beginning of September. Maybe fate wants me to try the feeling of traffic jams. The high-speed rail tickets keep showing the word "sold out", but God has closed this door for me. The door also opened a window for me. My brother originally had to wait until after the National Day to pick up the Accord. This also allowed me to get a ride smoothly.

Although I knew in advance that there would be traffic jams on the highway, I was unexpectedly surprised that the return trip time changed from 5 hours to 22 hours. According to a release from the Guangdong Provincial Department of Transportation, from September 30 to October 8, the total traffic volume on the province’s highways reached 55.6657 million. On September 30 alone, the traffic volume reached 8.1542 million, a record high for the same period.

Perhaps due to the National Day and Mid-Autumn Festival holidays, vehicles are traveling intensively this year, but the main reason is that there are more people with cars.

According to data from the Passenger Car Association, the retail sales of passenger cars in September reached 1.910 million units, an increase of 7.3% year-on-year in September last year, achieving the highest growth rate in the past two years of around 8% for three consecutive months. It is worth noting that the cumulative retail sales growth rate from January to September this year was -12.5%, which is 3 percentage points higher than the cumulative growth rate from January to August -15.2. In other words, the current auto market is not that unbearable, and can even be said to continue to heat up. .

According to the analysis of the Passenger Car Association, first of all, the macroeconomic and export markets have recovered beyond expectations. In particular, China's export performance has been strong against the backdrop of the epidemic in Europe and the United States, which has stabilized consumer confidence. Secondly, there are special factors promoting the low base of the auto market after the implementation of National VI in some areas last July. Finally, the doubling of new energy vehicle retail sales has been evident, driving the auto market to strengthen.

In addition, I think that the Beijing Auto Show is scheduled to be at the end of September, so the wait for new products is not obvious, so that the marketing activities during the Mid-Autumn Festival and National Day in September can have a better car purchase wave, and the start of school against the background of the world epidemic The demand for car purchases before the season is a rigid demand for safe travel, so the school season in September has become one of the important reasons for the good quality of the "Golden September".

SAIC Volkswagen’s decline slowed

Great Wall returned to the top ten in retail sales

According to the narrow passenger car manufacturer rankings in September released by the Passenger Car Association, each major manufacturer Showing a year-on-year growth trend, SAIC Volkswagen still did not stop the decline, but only slowed down the pace of decline.

Data show that FAW-Volkswagen relies on the three major brands of Volkswagen, Audi and Jetta. Its sales in September increased by about 8.7% year-on-year, becoming the only car company with a market share of more than 10%. On the contrary, SAIC-Volkswagen's sales in September fell by about 8.5% year-on-year, becoming the only one among the top ten manufacturers to decline. Currently, SAIC-Volkswagen is nearly 400,000 units behind FAW-Volkswagen. There are two completely different sales. I think the main reasons are the sharp decline in sales of main models such as Passat and Tiguan and the continued sluggish market performance of Skoda. The sales gap may only wait for SAIC-Audi to save it.

SAIC-GM’s September sales increased by 18.7% year-on-year, and its growth rate was slightly better than the market level. This is all due to SAIC-GM's strategic compromises with the market, such as Yinglang's return to the four-cylinder engine version and the bottoming out of discounts, and Cadillac's larger discounts.

In terms of independent brands, Geely Automobile relies on the Emgrand family, the Boyue family and the Yuanjing family to achieve stable sales of around 20,000 per month, which is on par with Dongfeng Nissan. Later, it added the newly launched 2.0T A-class Che Xingrui, Geely is expected to overtake Dongfeng Nissan. Changan Automobile has entered an upward cycle since 2019. With the improvement of its CS series, Eado, and Auchan product lines, its sales scale and sales structure have gradually improved, and it has maintained its ranking sixth every month.

The most surprising thing is that Great Wall has returned to the top ten retail stores, and its ranking is not the previous tenth but seventh. From the fact that Great Wall has frequently broken the market in recent months, it can be seen that Great Wall has begun to do marketing seriously. It has been deeply involved in this aspect and ushered in a good harvest in September. The sales volume of the previously launched "Black and White CP Cat" reached 6619 in September. vehicles, and the Haval Big Dog also had sales of 3,045 vehicles in the first month of its launch. Of course, the biggest contributor to Great Wall's sales is the H6. Only the limited-time sales of the second-generation and third-generation H6 (the second-generation H6 is discontinued and is still on sale) brought Great Wall sales of 40,475 units.

Japanese brands still occupy most of the places in the manufacturer rankings in September. Among them, Dongfeng Nissan has achieved sales of over 57,000 units of Sylphy, and monthly sales of X-Trail and Qashqai have exceeded 10,000 units, with monthly sales exceeding 10 With 10,000 units, it is still the leader among Japanese car companies. Next in the list is "Liangtian". Although GAC Toyota fell out of the top ten this time, the four joint ventures all grew by more than 20% year-on-year, and FAW Toyota even reached 37%. Japanese brands should be the biggest winners in this year's auto market. .

Lavida is expected to catch up with Sylphy

CR-V surpasses CS75

The monthly car list has always been full of familiar faces, and I hope there is an idea of ??a new car suddenly emerging. No matter how whimsical it is, changes in rankings usually occur between these ten cars.

In the first few months of this year, the sales gap between Sylphy and Lavida exceeded 10,000 units. However, in the past two months, the sales volume of Lavida and Sylphy were only a few thousand units. Sylphy and Lavida are now staged a "championship battle" , the three-year 25% off buyback policy launched by SAIC Volkswagen in the past few months and the 40% off car purchase policy for internal employees played an important role. Although the effect was not significant at the time, it seems that the reflex arc is beginning to respond now.

The Corolla, New Bora, Sagitar and All-New Yinglang ranked 3-6 have not changed year-on-year, while the Ralink, Accord, Emgrand and Civic ranked 7-10 have undergone some minor changes year-on-year. Emgrand It has risen from outside the tenth place to the ninth place. It is the only self-owned brand car on the list. It can be seen that the "protection wall" of joint venture brands in the car market has become thicker and thicker, and independent brands have fewer and fewer opportunities to "grab the window."

However, compared with the car list, there are not many self-owned brands in the SUV list, and self-owned brands continue to make efforts in the SUV market. Since September, they have launched AX7? PRO, Lynk & Co 06, The facelifted CS75? PLUS and other models.

Specifically, the top three SUV models are still Haval H6, Changan CS75 and Dongfeng Honda CR-V, but there have been some changes in the ranking. The Changan CS75, which had previously been closing in on the monthly sales champion, is widening the gap with the champion Haval H6, and has even been surpassed by the CR-V. In August, Haval H6 sold nearly 40,000 units, an increase of nearly 15,000 units from the previous month, while Changan CS75 ranked third with nearly 25,000 units, and CR-V ranked third with more than 2,000 units surpassed CS75. second.

The success of Haval H6 mainly comes from the sales of the second and third generations in the same house. The second generation H6 maintains its previous hot sales trend, while the third generation H6 has also sold more than 10,000 units in September; Changan CS75 has released a facelifted model in early September, but it has little effect so far; CR-V's results are expected. The new CR-V's monthly sales reached 17,000 units in 20 days of sales, while In its first full sales month, August reached 21,048 units. The CR-V’s results in September can be said to be expected.

After that, there will be the "old three" Tiguan, Roewe RX5, and Toyota RAV4. Although Toyota exposed an oil emulsification problem in the past few months, which caused the RAV4 to fall out of the top ten, sales in these months have Look, consumers have regained confidence in Toyota. The following Honda Binzhi and XR-V have experienced year-on-year growth of about 100% in the past few months, but they slowed down in September because the "Golden Nine" base in the same period was not low.

There is no trace of luxury SUVs in the top ten lists in September. This does not mean that the luxury car market is sluggish, but because the main force of the "Golden Nine" is still the middle-class consumer group. Mercedes-Benz GLC and Audi Q5 are still Maintain the good performance of monthly sales of 15,000.

The luxury car market continues to expand

Hongguang MINI Super Model? 3

In September, luxury cars continued to "ride the wind and waves" and lead the sports car market.

It is said that the SUV market has been the most popular in recent years, but the growth of the SUV market has slowed down recently. Instead, luxury cars have continued to strengthen for several months. According to data from the Passenger Car Association, the domestic luxury car market sales in September were approximately 256,000 units, a year-on-year increase of approximately 33%, the highest growth rate among the three major market segments; in terms of market share, the luxury car market share remained unchanged in September Maintain a record high of 15%.

According to the analysis of the Passenger Car Association, the basic support for the strength of luxury cars is the sustained rapid growth of China's economy, the rapid accumulation of the base of early-stage car buyers, and currently there are 220 million civilian passenger cars in stock, and the consumption upgrade of early-stage trade-up groups. There is still plenty of room.

In recent years, the Internet craze and young upstarts in the financial industry have rapidly replenished the potential customer base of luxury cars. Chinese consumers have a strong family attribute in buying cars. Some young groups have increased purchasing power after receiving family subsidies, which has boosted the first-time luxury car buying consumer group. growing up.

According to the September Passenger Cars Association’s luxury car sales list, the top five sedans and the top three SUVs are all dominated by BBA (Mercedes-Benz, BMW and Audi) models, and the second-tier luxury brands behind them are far behind the former. Nearly over 10,000 vehicles. Although BBA is still the "big winner" in the market segment, second-tier luxury brands are also shining.

Lexus sales in China in September were 20,100 units, a year-on-year increase of 13.3%. In addition to September sales, Lexus has sold approximately 158,400 vehicles in China in the first three quarters. It is understood that Lexus’s sales target in China this year is 220,000 vehicles. According to the current sales and growth rate, achieving the annual sales target is basically no problem.

Cadillac’s cumulative sales in September reached 26,000 units, a year-on-year increase of 41.7%, setting a new monthly sales record for the brand. Cadillac's sales growth is inseparable from substantial discounts in the end market. When I visited the store recently, some Cadillac models already had discounts of RMB 40,000 to RMB 50,000, and some models had discounts of RMB 50,000 to RMB 60,000.

Volvo’s September sales were equally impressive. Official data shows that in September, Volvo sold 17,300 vehicles in the Chinese market, a year-on-year increase of nearly 16%. It has maintained double-digit sales growth for six consecutive months. In September sales, SUV models performed the best, accounting for 69.8% of total sales, and the XC40 was the best-selling. At the just-concluded 2020 Beijing Auto Show, Volvo's pure electric SUV?

It is worth mentioning that Lincoln’s performance this year is also quite eye-catching. Official data shows that Lincoln sold more than 7,300 vehicles in September, a year-on-year increase of 75%, refreshing its best results since entering China, and achieving both year-on-year and month-on-month growth for five consecutive months. Since Lincoln was made in China, the cost-effectiveness of the Adventurer and Aviator has greatly increased, so that of the more than 7,300 units sold, the Adventurer and Aviator accounted for more than 5,400 units, accounting for 74%. Good products will always shine, and the domestically produced Navigator in 2021 is also worth looking forward to.

As the luxury car market continues to strengthen, there is another potential market that may become the next growth point, and that is the micro electric car market. Cui Dongshu, secretary-general of the Passenger Car Association, also said: Sales of A00-class pure electric vehicles will continue to rise in the future and will become a norm in the domestic new energy vehicle market.

According to the new energy list, Hongguang MINI’s score of 14,495 units exceeded Model 3’s 11,329 units in September. I had guessed this result last month. On the one hand, there was news in September that Tesla was going to "cut leeks" again. One was that Tesla's use of lithium iron phosphate caused the price of the car to drop again. The other was that Tesla would launch a lower-priced Model 2 model. ($25,000). To a certain extent, this makes consumers who are interested in buying Tesla willing to "wait and wait."

On the other hand, Hongguang MINI sold 9,150 units in the first month. The short-distance transportation market has been ignored by mainstream car companies. Nowadays, a car worth 30,000 yuan can buy a car. What kind of bicycle is needed? Hongguang MINI has already cannibalized part of the market of Baojun E100.

Except for the old members, two new members are welcomed into the list this time - BYD Tang DM and Han. The Tang, which has recently been redesigned, has obviously attracted many consumers with its more luxurious interior and blade battery. Although the Han cannot compete with the Model 3, compared with the Xpeng P7, which was originally claimed to kill Tesla, in September The sales performance of over 3,600 vehicles is very good.

Nowadays, the car and SUV market segments are solidifying. From the list, we can see that most consumers only focus on these models when purchasing cars, although the cars they buy have been tested by the market. cars, but the chances of rising stars changing the landscape are getting smaller and smaller.

If this kind of thinking is applied to new energy vehicles, with Tesla dominating the sky and traditional car giants beginning to enter the smart electric vehicle market in a big way, the new domestic car-making forces may be It is difficult to overtake in corners.

Overall, the auto market is developing in a good direction, which is inconsistent with the predictions made by many experts and institutions at the beginning of the year that my country's auto market will decline sharply again this year. I think this is not only because of the "Golden Nine", but also the result of the efforts of various car companies.

In the next three months, if there are no uncertainties to interfere, and the Guangzhou Auto Show and 4S stores increase discounts and policy promotion, China's auto market will continue to pick up.

After seeing the Jinjiu Auto Market, everyone felt warm. This long-lost warmth, like the warm autumn sun, shines on everyone, making people intoxicated.

*Part of the pictures in this article come from the Internet

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