According to the statistics of car home, as of press time, 23 car companies/brands have released their sales performance in September, among which 19 companies' sales increased year-on-year. According to the forecast of China Association of Automobile Manufacturers, the sales volume of the automobile market reached 2.572 million in September, up by 13.3% year-on-year. If this momentum can continue in the fourth quarter, the annual sales of the auto market will increase, and it is not impossible to completely get rid of the haze caused by the epidemic.
Next, let's take a look at the sales performance of major car companies in September.
■ China Automobile Company/China Brand: Who stole Geely's thunder?
Among the 9 China car companies/China brands, all achieved positive sales growth in September. Although some brands have not yet announced their sales results, which may lead to a decline in sales, the overall trend shows that the passenger car market in China is recovering strongly.
From the perspective of market, Geely Automobile can be regarded as the most potential automobile enterprise in China. However, after entering 2020, this company has been robbed repeatedly. The first one to grab the limelight is SAIC-GM-Wuling, a company that sells cars, masks and even snail powder.
"Hong Guang mini? EV】
In terms of sales volume, SAIC-GM-Wuling achieved 654.38+076 million vehicles in September, a year-on-year increase of 20%, which is the sixth consecutive month that the company achieved year-on-year growth. Judging from the specific models, the biggest surprise is Hong Guang MINI? EV. This pure electric mini-car sold 20,200 vehicles in September at a very close price. Although the sales list of new energy vehicles has not yet been released this month, with the above performance, Hong Guang MINI? EV is enough to be among the best.
While the price drops, SAIC-GM-Wuling is also promoting its brand through multi-brand strategy. In addition to the new Baojun brand whose models all cover intelligent networking functions such as App remote control and voice interaction, Wuling brand is also trying to transform into high-end and global. On September 28th, Wuling Capgemini, the first flagship model of Wuling Global Bank, opened for pre-sale. On the same day, 2000 orders were won, and the cumulative order volume has exceeded 1 10,000.
The second one who stole Geely's thunder was Changan Automobile. In fact, if we carefully analyze the sales of Changan Automobile, the company actually published the report card in the name of "Changan China Brand", including the sales of Changan Kaicheng, Changan Auchan and other brands. However, it is such a "trick" that Changan Automobile successfully stole the limelight of Geely Automobile, ranking second among China automobile enterprises/China brand sales.
"Chang 'an University"
However, as the runner-up in sales, the strength of Changan Automobile should not be underestimated. Changan CS75 series sold 25,700 vehicles in September, posing a threat to Haval H6 for several months in the SUV sales list. If the latter doesn't launch the third-generation model and sell it together with the second-generation Haval H6, it is not clear whether the China SUV sales champion will change hands. In addition to Changan CS75 series, there are many explosion models of Changan Automobile. Sales of changan CS55 series, Changan UNI-T series and Yidong series all exceeded 65,438+00000 in September.
Behind the sales volume, another great achievement of Changan Automobile lies in its youthful transformation. According to official data, 55% of consumers buy Changan Uni-President T. According to Liu Bo, executive vice president of Changan Automobile, with the steady growth of sales of Changan Uni-President T, Changan Automobile has transformed a large part of overseas brand potential consumers. These achievements may be even more dazzling than sales growth.
Geely automobile sales ranked third. Although it stole the limelight, the company's sales performance of 654.38+0.26 million vehicles in September is still worthy of recognition. In August this year, Geely Automobile lowered its sales target to 6.5438+0.32 million units. Now that the three quarters are over, the company has achieved 66% of its sales target, which is just around the corner.
Yue Bin.
Binrui
From the perspective of specific models, there are many "explosive points" under the Geely brand, and the sales volume of Emgrand series models reached 28,900 in September; The sales volume of Job series models reached 20,900 units; Yuanjing series models reached 1.88 million; Yue Bin and Binrui, which are officially called "double-warehouse steel guns", have also jointly reduced 654.38+08.4 million vehicles.
However, from the brand point of view, the biggest highlight of Geely Automobile in September was the Lexus brand, which sold 654.38+0.87 million vehicles in that month, up 37.7% year-on-year, setting a new record for the brand's highest monthly sales. In today's passenger car market in China, Lectra has been able to carry the banner of high-end China brand with the above performance.
■ Joint venture car companies/overseas brands: Sales reached a record high in September.
As of press time, a total of 10 joint venture car companies/overseas brands released September sales data. Toyota Motor achieved a sales volume of 654.38+079.4 million vehicles in September, ranking first among joint venture car companies/overseas brands in September, with a year-on-year increase of 25.3%. In addition, Lincoln is the joint venture car company/overseas brand with the highest positive growth rate, with a year-on-year increase of 75%. Cadillac, Changan Mazda, Chery Jaguar Land Rover, Dongfeng Honda, Dongfeng Nissan, Changan Ford, Dongfeng Da Yue Kia and other car companies all rose to varying degrees. Only FAW Mazda's sales in September decreased by 30.5% year-on-year. It can be seen that various car companies have basically continued the previous growth trend.
Take Toyota as an example, it not only held the top spot in September sales of joint venture car companies/overseas brands, but also set a record high in monthly sales. From June to September in 2020, Toyota sold a total of 654.38+0.2624 million new cars, up 6.9% year-on-year, and achieved 72% of the annual sales target of 654.38+0.76 million. Three months before the end of 2020, the "Jin Jiu" has passed. It is not an impossible task for "Silver Ten" to work harder to achieve the annual goal.
Lei Ling.
In terms of vehicle models, Corolla and Lei Ling are still the main drivers of sales growth, both of which are built by Toyota TNGA architecture. Among them, Corolla sold 37,400 new cars in September, a year-on-year increase of 465,438+0.3%; Lei Ling sold 22,700 new cars in September, up 5% year-on-year. It is worth mentioning that Lexus also continued to break through the sales threshold of 20,000 vehicles in September, with new car sales reaching 20 1 10,000 vehicles, accounting for 1 1% of Toyota's sales share, which contributed to its overall sales growth.
adventurer
As the fastest growing joint venture car company/overseas brand in September, Lincoln brand has achieved double growth year-on-year for five consecutive months. Among them, the monthly sales of adventurers have exceeded 4000. At the just-concluded Beijing Auto Show, Lincoln also launched 500 limited-edition models of adventurer Black Knight, which also provided consumers with more choices.
At present, Lincoln has achieved excellent sales results with two domestic models (adventurer and aviator). With the help of the power of "Golden September and Silver 10", I believe it will bring some help to sales performance. The successful localization of its products also shows Lincoln's sincerity and determination to deepen the China market.
Cadillac's growth rate followed Lincoln's, with sales of 26,000 vehicles in September, which not only increased by 42% year-on-year, but also set a new monthly sales volume in 2020, with gratifying results. In addition, from June, 20438 to September, 2020, Cadillac sold a total of new cars150,000 vehicles, successfully completing this year's sales target ahead of schedule. In the remaining three months, Cadillac will focus on competing with brands such as Lexus and Volvo for the second-tier luxury brand sales champion.
Cadillac CT6]
At the level of brand strategic planning, Cadillac also actively responded to the grand strategy of electrification and intelligent networking. Cadillac CT6 is GM's first supercar in China. Cruise super intelligent driving system model, and according to the plan, its successor will be an electric vehicle model, which coincides with the master plan.
Different from the "good news" of various car companies, a Mazda car company staged "two days of ice and fire". In September, a total of 20,900 new cars were sold, a slight increase of 65,438+0.5% year-on-year. Among them, Changan Mazda sold new cars 1.43 million in September, up 28.9% year-on-year; FAW Mazda sold 66 1 1 car in September, down 30.5% year-on-year. From June 5438 to September 2020, Mazda's overall sales volume was 153300, still down 5.2% year-on-year.
Changan Mazda continues to enrich its product pedigree with its compression ignition engine technology. Up to now, Changan Mazda has basically completed the introduction of new products and technologies planned for 2020. According to Fu, executive vice president of Changan Automobile Co., Ltd., in 2020, Changan's annual sales may increase by 7%- 10%.
"Artz"
In contrast, FAW Mazda is slightly depressed. Not only was Changan Mazda upstaged, but also no new products and technologies were introduced. According to Mazda's plan of not pushing new cars for two years, FAW Mazda, which only relies on Artz and CX-4 models, obviously cannot catch up and needs to find new growth points urgently.
■ A new force to build a car: the battle for delivery has started.
In September, the delivery performance of the new domestic car-making forces was quite eye-catching. Judging from the published data, Weilai Automobile, Ideality, Xpeng Motors, Weimar Automobile and Zero Run Automobile rank in the top? 5。
Weilai ES6
Among them, Weilai Automobile's delivery volume and year-on-year growth rate led the way. In September, 4,708 vehicles were delivered in a single month, up 133.2% year-on-year, which is the best monthly sales performance of the brand since delivery. In the third quarter, Weilai delivered a total of 1.22 million vehicles, a year-on-year increase of 1.54.3%, which also set a new high in quarterly delivery.
"Li Yi"
The second place is ideal. In September, Li ONE delivered 3,504 cars, an increase of 29.3% over August. In the third quarter, 8660 vehicles were delivered, setting a quarterly delivery record.
"Tucki p7"
Third place Xpeng Motors delivered a total of 3,478 new cars in September, creating a new monthly delivery volume in 2020; In the third quarter, it delivered a total of 8,578 new cars, which also set a new high in quarterly delivery.
"Weimar EX6? Plus】
The fourth Weimar Automobile sold 265,438+007 vehicles in September, up 38.8% year-on-year. In the third quarter, the cumulative sales volume was 6,200 vehicles, a record single-season sales volume. In September, the total sales volume of retail vehicles was 65,438+0,050, which was the first time that the monthly sales volume exceeded 1000 vehicles. From June to September, the cumulative sales volume of retail cars reached 4,592 vehicles, of which T03 was the main hot-selling model, with a cumulative sales volume of 3,677 vehicles.
"Zero operation T03"
The delivery data of these new car-making forces in September can be summarized into several characteristics: First, the epidemic at the beginning of the year had a great impact on the new car-making forces in entrepreneurial and traditional manufacturing industries, and many progress was disrupted. Some new car-making forces announced their withdrawal, such as Baiteng Automobile and Bojun Automobile. However, with the effective control of the domestic epidemic, the operation of new car-making forces returned to the right track, and many enterprises achieved "new highs" in the third quarter; Second, in order to make a breakthrough in the amount of investment, the layout of channels is closely related. For example, up to now, Weilai has landed in more than 70 stores nationwide, and built a 155 power station; As of September 30th, Ideal has 35 retail centers in China, covering 30 cities; In September, Weimar Automobile opened 37 new stores nationwide, and the total number of new stores this year reached 13 1. The establishment of the store not only ensures the delivery and after-sales service, but also enhances the brand awareness and influence to a certain extent.
Generally speaking, after the financing war, talent war, product war and listing war, the new mainstream car-making forces have entered a more challenging delivery war. The difficulty of this battlefield lies in that the coordination of suppliers, the expansion of channels, the struggle and maintenance of users, the delivery of cars and after-sales maintenance are all testing the comprehensive quality of car companies. It is precisely because of this that the delivery of cars is of great significance to car companies: investors need to judge the prospects of enterprises accordingly, and enterprises need to rely on the delivery of cars to return blood and achieve self-sufficiency as soon as possible.
However, although the delivery prospect is getting higher and higher, the survival pressure and challenges of the new forces of building cars are still with us. It is necessary not only to make a breakthrough in the delivery volume, but also to deal with many problems that may arise after delivery. After all, for car companies, delivery is still only the beginning, and communication with users is also very important.
Editor's comment:
It's September, and with the frequent news from major car companies, the hanging heart of China Autobots finally breathed a sigh of relief. It is true that with the control of the epidemic and the introduction of relevant policies to stimulate consumption, the decline of China's automobile market is indeed gradually narrowing. However, all sectors of society should not be paralyzed by these achievements, because even if the overall environment warms up, it is still not easy to completely fill the "pit" caused by the epidemic and achieve positive sales growth throughout the year. If you don't believe me, look at the "good news" of car companies. How many people have the courage to announce the year-on-year changes in cumulative sales from June 5438 to September? (Text/car home? Chen Can? Cai Liyuan? Yan Mingxi)