The traditional off-season is really hot July new car who is your favorite?

[Auto Home? Industry]? Most of China is in the temperate zone, and July and August are usually the hottest times of the year. At this time, the enthusiasm of users to go out and consume is relatively low, and some car companies will also choose to take a high-temperature vacation during this period of time, and production is also relatively low. Therefore, July is the traditional low season for the automobile industry. But this year's July is not willing to calm, Changchun Auto Show, Chengdu Auto Show held one after another, new cars come and go, consumer enthusiasm year-on-year high. The traditional off-season, really a fire.

According to the latest data released by the Ministry of Commerce, retail sales of goods in July increased by 0.2% year-on-year, the growth rate for the first time this year from negative to positive. Among them, the automobile market sales significantly improved, the car market continues to maintain the warming trend. Below, we will analyze the consumer market in July using the monthly dealer lead volume as the base data to gain insight into future trends.

Consumer Insight is a brand new market interpretation column that we have launched with dealers as the object of research. Relying on the massive and accurate big data of the automobile home, we analyze the market trend and dealers' operation situation on a monthly basis, and predict the future development trend of the market in some segmented areas. The aim is to provide directional guidance and assistance to dealer groups in terms of market regulation and operational decision-making.

Data description: The lead data involved in the analysis of this article comes from the number of car purchase intentions obtained by dealers, which refers to the number of orders placed by users on the intended models through the website and app of AutoNavi. It is estimated that there will be a delay of about 3 months from the time a user places an order of intention to the actual purchase of a car, so the lead trend in a certain month will predict the market trend in the next 1-3 months. The city classifications covered in this article follow the authoritative and up-to-date National Information Center classification standards.

30 seconds to understand the full text of the core viewpoints:

1, "end-of-life motor vehicle recycling management approach to the implementation of the rules" issued to promote the better use of waste power storage batteries to play the recycling value;?2, Chongqing Municipality, new energy vehicles exempted from vehicle purchase tax, the policy validity period was extended to December 31, 2022;?3, thanks to the auto show boosted, the second-tier city of Changchun is particularly outstanding performance,? Lead volume increased by 18.3% YoY;?4. In July, the ability of group stores to acquire leads improved YoY compared to June, with the lead share reaching 52.2%;?5. The SUV market blossomed in many ways, with the Chinese camp Chang'an Automobile having the highest lead volume share in July.

■?July fell 5.6 percent from a year earlier? But year-on-year growth continues to grow the market is improving

According to the China Association of Automobile Manufacturers (CAAM) production and sales data, the passenger car market wholesale sales in July achieved 1.729 million units. Although, a slight drop of 5.6% from the previous year, but maintained growth year-on-year to 13.2%, the overall market sales situation continues to improve. In terms of lead volume, the total dealer lead volume dropped slightly by 5.1% in July from a year earlier, keeping in sync with the overall market state, and the upcoming opening of the Autohaus 818 extravaganza in August also added some wait-and-see mentality among consumers in July.

Although the market continues to warm up, to the good, but it should be noted that this month, the enterprise, the terminal inventory situation has also increased significantly, strict control of the library sales ratio will be conducive to dealers to move forward steadily. In addition, the recent surge in rain in many parts of the country, dealers need to pay special attention to, remain vigilant, from time to time to check the inventory of the car storage environment, to avoid unnecessary losses, but also for the rainy day driving, car and other aspects of the knowledge of the user to explain the user will be conducive to enhance the user's satisfaction with the service.

■? The power battery recycling rules were introduced? Promote waste batteries to play the cycle value

2020 July, the country **** introduced 16 auto travel industry related policies, including 7 national policies, and 9 local policies, covering new energy vehicles, automobile consumption, intelligent network linkage, automotive industry chain and other aspects.

Among them, after the 25th Ministerial Meeting of the Ministry of Commerce, and with the consent of the Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Ecology and Environment, the Ministry of Transportation, and the General Administration of Market Supervision, the "Implementing Rules for the Measures for the Management of Recycling of End-of-Life Motor Vehicles" (the "Rules") was officially released and will be formally implemented on September 1, 2020 onwards. The Rules make detailed provisions for the recycling of power storage batteries for new energy vehicles. Recycling and dismantling enterprises shall enter the vehicle identification code of end-of-life new energy vehicles and the code, quantity, model and flow direction of power storage batteries into the system of "National Monitoring of New Energy Vehicles and Traceability Management Platform for Recycling and Utilization of Power Storage Batteries". Information management can promote the waste power battery better play cycle value, while regulating the dismantling of end-of-life vehicles recycling industry formal development.

At the local level, various consumer incentive policies continue to be introduced around the world to achieve the goal of market stabilization and expanding consumption. Among them, Chongqing Municipality will be included in the "exemption from vehicle purchase tax of new energy vehicle models catalog" of new energy vehicles exempt from vehicle purchase tax, the policy validity period is extended to December 31, 2022, will help to inspire local consumers to new energy vehicle purchase enthusiasm. However, since the policy was released at the end of July, it is expected that the effect of market promotion will only be revealed in August.

■? First-tier and third-tier share fell back? Second-tier cities ring ratio to improve

In July, the highest lead volume of the first-tier cities share decline is also the highest, down 0.4% from the ring ratio, all cities are not spared, the lead volume are declined to varying degrees. Among them, the Top?3 with the highest decline were Beijing, Chongqing and Shanghai. The share of lead volume in second-tier cities rose 0.6% YoY. Among them, Changchun performed particularly well, with lead volume up 18.3% YoY and share up 0.7%, far ahead of other second-tier cities, which is inextricably linked to the opening of the Changchun Auto Show in July.

■? Local auto shows drive consumption?

In early July, the 2020 Changchun Auto Show kicked off, successfully boosting the consumption enthusiasm of users in local and neighboring cities. Among the second-tier cities, Changchun saw the highest YoY growth in local leads, reaching 18.3%. The local FAW Group benefited most from the show, bagging the Top 3 manufacturers in Changchun in terms of lead volume growth in July, namely FAW-Volkswagen, FAW-Volkswagen Audi and FAW Toyota. In addition to Changchun, Shenyang, which is also located in the three northeastern provinces, also realized a 4.3% growth in lead volume from the previous year. Although the Chengdu Auto Show opened on schedule in July, the boost to July's lead volume figures was not particularly significant due to its proximity to the end of the month, and the favorable effect is expected to be reflected in August.

■?SUV market bloomed at various points? China's Changan Automobile took the top spot in July

Changan Automobile, the champion of China's brand camp, saw its overall lead share increase by 1.41 percent in July from a year earlier, thanks to the excellent performance of a number of models in the SUV market. In the SUV segment below 150,000 RMB, Chang'an CS15, Chang'an CS75?PLUS, Chang'an UNI-T and Chang'an CS55?PLUS have been ranked in the Top 10 of the single-vehicle lead volume ranking. In terms of regions, Chang'an's major lead volume growth came from Beijing, Shandong, Yunnan, Jiangsu, Anhui and Henan, which together accounted for 63.4% of the country's total lead volume growth in July.

In the overseas mainstream brand camp, Dongfeng Honda saw significant growth in lead volume share, up 0.32% YoY. By region, the main growth came from Guangdong, Jiangsu, Anhui, Tianjin and Shaanxi, whose combined growth volume accounted for 79.6% of the total national growth volume in July. The overseas luxury brand with the highest growth was FAW-Volkswagen Audi, up 2.1% from a year earlier. Regionally, the main growth came from Jiangsu, Sichuan, Guangdong, Beijing and Hubei, which together accounted for 42.9% of the national total in July.

■? No change in any of the top 10 player lineup positions? Overall Share Declines Slightly

In July, the ability of group stores to acquire leads improved from June, with lead share reaching 52.2%, up 0.3% from June. Among them, the Top?10 group lineup and ranking remained unchanged, although the overall share dropped slightly from the previous month, except for Zhongsheng Group and Lei Xing Xing, which improved slightly.

By manufacturer, the lead volume growth of Zhongsheng Group mainly came from Beijing Benz, GAC Honda and FAW-Volkswagen Audi, accounting for 83.4% of the total growth. By region, the main growth in lead volume came from Jilin, Sichuan, Liaoning, Shandong and Heilongjiang, with the combined lead volume increment accounting for 68.5% of the total increment. Although Zhongsheng Group is a multi-brand (manufacturer) operation, 72.5% of the leads are concentrated in the Top?5 brands (manufacturers) from the market heat point of view, with the tail end of Dongfeng Infiniti, FAW Hongqi and GAC Passenger Cars to be boosted.

In July, the passenger car market, although the chain ratio fell slightly, but year-on-year growth is still maintained, from the cumulative data point of view, January-July cumulative year-on-year sales decline also narrowed again, the overall general trend is good. In terms of new energy, with the introduction of favorable policies, more product updates, user acceptance is slowly increasing. 98,000 new energy vehicles were sold in July, up 19.3% year-on-year, the first increase this year. The future of the new energy market unlimited opportunities, dealers can focus on research, so as not to miss business opportunities. (Text/Auto Home? Sun Ying)