August car sales list: why SAIC Volkswagen \GM is still falling?

It is reasonable to say that July-August is the traditional off-season for automobile sales, but from the point of view of narrowly defined passenger car wholesale sales, the market performance in August was better than expected, according to the data, the manufacturer's wholesale sales of 1,736,000 units in August, a year-on-year increase of 7.0% in August last year, compared with an increase of 5.9% in July, to achieve the positive growth of the wholesale of the last two months. Combined with the sales trend in previous months, it is not difficult to find, in the post-epidemic era of consumer lag rebound and rescue policy under the double stimulus, this year's car market performance for the "off-season is not slow.

The car market is not light is also shown in the sales data of various car companies, such as the top 30 car companies in August, only SAIC Volkswagen (-4%), SAIC General Motors (-3.4%), Beijing Hyundai (-30.9%), Dongfeng Yueda Kia (-1.8%), Dongfeng Xiaokang (-34.2%) and Dongfeng Liuzhou (-32.5%) 6 car companies have a negative sales growth, which is not lacking in two headline companies. There is no lack of two headline car companies, the reasons for which are worth pondering. And right here in the top 30, FAW Hongqi had the highest growth rate of 109.9 percent, followed by Beijing Automobile with a 71.1 percent increase, Guangzhou Automobile New Energy with 63.7 percent and Changan Automobile with 60.8 percent, with the percentage of growers approaching 80 percent.

Of course, the market's differentiation has continued to deepen, and the weakness of the weak has become more pronounced, for example, there are 41 other car companies with declining sales; as many as 25 companies have monthly sales below the 3-digit mark, and 18 have zero sales, including brands such as Dongfeng Renault, Huatai, Zhidou, Kandi, Leadway, and Yongyuan, which are no longer in existence, and Beiqi Yincheng, Bisheu, Zotye, Yulong, and Lifan, Haima and other car companies are also wandering on the edge of life and death, or towards bankruptcy and reorganization.

Yes, does the Chinese market need a new car brand? The answer has been answered in many ways: yes, but no, there is no need for a car company that is devoid of technology and innovation, and is not down-to-earth in its business and products. Even if they find some opportunities and windfalls, those who disregard the laws and don't respect the market will only see their silhouettes fluttering in the history of the past.

Wuling turns positive, SAIC-Volkswagen/General Motors not yet out of the woods

As the wind vane of the car market, the market performance of the top 15 car companies also determines the trend of the car market in the same month to a certain extent. in August, the total sales of the top 15 car companies reached 1,359,700 units, an increase of 11.7 percent year-on-year, much higher than the market's 7 percent increase. This phenomenon also drives the market share of the top 15 automobile enterprises gradually higher. From the table, it is not difficult to see that in August this year, the market share of the top 15 automobile enterprises has increased by 3.3 percentage points to 78% compared with the same period. In the future, with the intensification of the car market differentiation, the head of the car companies market share of 80% is not difficult.

But in August's Top 15, the market performance of each company was similar, with the most eye-catching being the two that have yet to return to positive growth: SAIC-Volkswagen and SAIC-GM, which coincidentally are both joint ventures owned by SAIC. Indeed, since SAIC-Volkswagen lost the title with FAW-Volkswagen PK, the former's market performance has been lukewarm, no longer as strong as in the past, especially after the center of gravity in the SUV market went from the original South Volkswagen to a balanced North-South Volkswagen.

And SAIC-GM has also been eating into each other's pockets with severely discounted end prices for its three brands - Chevrolet, Buick and Cadillac - as well as floundering in the midst of the three-cylinder crisis. For SAIC, with both its left arm and right arm in peril, the days, or the pressure, are certainly not good. What's more, while SAIC-GM-Wuling finally turned the corner in August with a 10 percent year-on-year increase in sales through its efforts with a purely electric minivan, the cumulative 36.7 percent increase still makes it the biggest faller among the top 15.

So the question is, did SAIC-Volkswagen and SAIC-GM, the two headline automakers, figure out why sales are falling? After all, to find the right reason to the right medicine.

Because SAIC-Volkswagen and SAIC-GM have stalled, FAW-Volkswagen's offensive momentum has been unusually aggressive, and it has not only taken the lead among the top five automakers in achieving positive cumulative year-on-year growth, but it is also the only automaker to have had cumulative sales of more than 1 million units so far, leaving all competitors, even its most threatening southern brother, far behind.

Rather, Geely is looking for offensive power in the slump of SAIC-Volkswagen and SAIC-GM, and from the current sales point of view, Geely to exceed GM and SAIC-Volkswagen there are still some difficulties, but the gap between Geely and SAIC-GM of nearly 50,000 units in the first eight months, but also had to make Geely people's blood boil, even if Geely this year, it is difficult to catch up with SAIC-GM, and next year, with the 4.0 generation of products Geely The launch, as well as the three major networks on the offensive, Geely is a great opportunity to sit in the top three, but only if Geely can hold the trend of growth.

Needless to say, Changan Automobile is of course the best of the top 15, with 60 percent growth in a single month and a cumulative 16.2 percent increase that has been unmatched among the headliners, but that needs to be viewed in a dialectical way. After all, Changan Automobile hasn't had a great deal of success over the past two years, and is now looking back at just the level and market position that it should have been in.

This year's two Honda in the dual-vehicle strategy under the impetus, it should be said that the stability of the top ten list, the performance of the two Honda is also you catch up with me is not comparable to each other, in August, each completed sales of 70,000 +, which also means that Honda in China in a single month, sales can reach nearly 150,000, and Toyota stalemate powerful. However, FAW Toyota did not enter the top ten in August, there is a lot of room for improvement in the future.

Great Wall Motor narrowly missed the top 10 in August, leading Guangzhou Automobile & Toyota by just over 1,000 units, which means the third-generation Haval H6 will take on more responsibility under the strong attack from a host of autonomous and joint venture SUVs. And the Wei brand's premiumization is stumbling to find a new direction.

Head car companies to support the independent, Germany and Japan stalemate, the U.S. recovery

If two years ago, the independent brand is still in the market to show a blossoming situation, now the first echelon of the camp has been very obvious. Geely, Changan, SAIC-GM-Wuling, Great Wall Motors, Chery Automobile, SAIC Passenger Vehicle temporarily stand out in the top 15 autonomous car enterprises, and they will probably always bear the burden of supporting the independent brand.

And even these few companies still have to face the brutal cost of the epidemic. In addition to Changan Automobile's 16.2 percent year-on-year increase in the top 15 independent automakers, the others have had to face a double-digit year-on-year cumulative decline. Solely looking at just August's data, all six car companies realized positive year-on-year growth and entered the recovery channel.

Only the speed of recovery varies, from the broader 8-point increase, SAIC passenger car 3.7 percent growth may be difficult to comfort, and as the year quickly into the last quarter, may give SAIC recovery time is not enough. After all, with the exception of Changan Automobile, which has seen a sudden explosion of products this year, no other automaker is allowed to race against the clock.

Of course, in addition to Changan Automobile mentioned above, ranked after 15, there is no shortage of bright performance. For example, FAW Red Flag's performance this year has also been relatively surprising; at the same time, Guangzhou Automotive New Energy, which focuses on new energy vehicles, has also had good market feedback after the intensive launch of its products; and among the new car-making forces, it seems that Azera Motors has had a much smoother ride this year than it did before.

It is not difficult to see, this year in April after the impact of the epidemic gradually weakened, the Japanese car quickly back to blood, leading the recovery trend is very obvious, such growth continued to August, August two Toyota two Honda year-on-year have reached double-digit growth. Perhaps due to the Japanese cars in the economy, stability, value retention rate is more prominent, easy to choose after the epidemic.

In addition to this, there is also a strong relationship with Toyota and Honda's increased product launches in China, with recent launches of new models such as the Hao, Veranda, and fourth-generation Fit, as well as facelifted models such as the Leyline and Linear, with new products providing a significant stimulus. GAC Toyota and GAC Honda, which have insufficient production capacity, have also made efforts to increase production capacity.

This round of Toyota and Honda's rise could not be separated from their successful promotion of the "rejuvenation strategy". Since 2018, Accord, Camry has ushered in the tenth generation, the eighth generation of models, the performance of the two models is very impressive, statistics show that between 2017 and 2019, Accord sales rose by more than 20%, Camry is more than 120%.

At the same time, mainly thanks to its own large base, the German system on behalf of FAW Volkswagen, SAIC Volkswagen still dominate the position of the top, the top spot. Unfortunately, due to the negative impact of its products, SAIC Volkswagen still could only record a -4 percent increase in the broader market with an 8-point increase. Such performance also puts a shadow on VW's divinity.

The rapid advance of Japanese cars, and the stagnation or even regression of the German system, have brought each other into the short-armed arena. Subsequent developments have become anticipated. If North and South Volkswagen, just the north, are strong, and the Japanese, represented by Honda and Toyota, are hot on their heels, the pressure on Volkswagen in China will skyrocket.

Then look, the theme of the American car is "recovery", to Changan Ford as a typical, in the depth of the adjustment as well as after the product launch, the pace of recovery is still relatively firm. Although last year's base is low, there is a gap between the absolute total and the peak, but the 43.5% increase in August, so that we have more expectations for its state after the restoration period.

Whether it is the Japanese attack, or the German defense have a strong sense of competition, or the U.S. car companies alone to enjoy a share of the recovery of the exhilaration, it is undeniable that this arena is no longer a child's play, it needs you to play twelve points of spirit before you can "please", before you may decide to become your The "safe harbor".

Wen Du Yu Xin? Zheng Wen

---------------------------------------------------------------------------

WeChat search "car commune", "one sentence review" to follow the WeChat public number, or visit the Daily Automobile news network for more industry information.

This article was written by the author of AutoCommons, and does not represent the views of AutoCommons.