The hottest multi car enterprises released product

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Many car companies released production and sales data in February, and new energy "diving" was under overall pressure

February was the off-season for car sales, and this year's policy changes made the new energy vehicle market particularly cold. On the evening of March 7, the production and sales express released by JAC showed that the production and sales of pure electric passenger vehicles of the company in February were 414 and 125 respectively, with a year-on-year decline of 69.29% and 89.42% respectively. This is better than the data that JAC produced 6 vehicles and sold 0 vehicles in January, but it still shows the severe cold of the new energy vehicle market

in addition to JAC, car companies such as Chang'an Automobile and BAIC motor also released production and sales reports on the evening of March 7. Some market participants said that the overall car market has not been hot since the new year, so we should pay attention to the pressure behind the continuous channel inventory exceeding the warning line

the recovery of new energy depends on the second quarter

the data previously released by the China Association of automobile manufacturers showed that due to factors such as the decline in subsidies in 2017 and the review of the catalogue, the production and sales of new energy vehicles in January this year were 6889 and 5682 respectively, down 69.1% and 74.4% from the same period last year. It is reported that 15 of the 35 models on sale in Beijing in January sold 0, including Zhidou, BYD E5, JAC IEV and other popular models in the past

the improvement in the sales of JAC new energy vehicles may be related to the introduction of local subsidy policies in Beijing in February. The relevant person in charge of a car enterprise told e company that at present, only Beijing has determined the local subsidy standard and issued the local "small catalogue" in mid February, and the local subsidy policies in other regions have not been implemented. The decline of state subsidies, the lack of local subsidies, and the re examination of the "catalogue of new energy vehicles recommendations" issued last year are all the main reasons affecting the new energy vehicle market

it is reported that the national subsidy for new energy vehicles decreased by 20% in 2017. The specific amount of local subsidies in Beijing is determined according to 50% of the national subsidy. The total amount of national subsidies and local subsidies shall not exceed 60% of the vehicle price, with a minimum of 10000 yuan. Taking into account the state subsidies, the minimum subsidy for Beijing to buy pure electric vehicles is 30000 yuan and the maximum subsidy is 66000 yuan, which is reduced by 20000 yuan and 44000 yuan respectively compared with 2016

"most new energy vehicle enterprises are still in the period of policy digestion", the above person in charge said that with the recent release of the first and second batch of new energy vehicle promotion catalogue and the issuance of the action plan for promoting the development of automotive power battery industry, the new energy vehicle market will gradually return to normal from the second quarter, and the industry will still maintain a high growth of more than 40% throughout the year

xuyanhua, Deputy Secretary General of the automobile industry association, recently said, "the sales volume of new energy vehicles in China fell in January, and it is estimated that the data in February is not optimistic, which is expected.". He believes that reducing subsidies can promote the new energy vehicle industry to enter a period of switching and adjustment. The automobile industry association predicts that the sales volume of new energy vehicles this year will be 800000. Last year, the sales volume of new energy vehicles in China reached 507000, accounting for 1.8% of new vehicle sales

the recent research reports released by securities companies also hold the view of "restraining first and then increasing". Guosen Securities said that with the completion of the rectification of the new energy vehicle industry, the bad news in the industry has been exhausted, and the good will be gradually realized, entering a good opportunity for layout. At the industrial level, enterprises including Sinomach and BAIC new energy have also invested heavily in new energy vehicles

the channel inventory exceeds the warning and is under overall pressure

JAC automobile, which covers the two major sectors of passenger cars and commercial vehicles, can represent the situation of independent brand automobile enterprises to a certain extent. In June, the company's cumulative auto production decreased by 19.70% to 105300 units; The cumulative sales volume was 106900 units, down 14.71%

among them, due to the suspension of the preferential policy of halving the purchase tax of 1.6L vehicles and product iteration, the company's SUV product sales fell by 50.58% to 12738 vehicles in February; However, medium and heavy trucks benefited from economic recovery and overload control. The sales volume of medium-sized trucks increased by 484.33% to 1268, and that of heavy trucks increased by 97.64% to 6028

Chang'an Automobile and BAIC Motor Co., Ltd. also released production and sales data at the same time on the evening of March 7. Among them, Chang'an Automobile produced 480800 units in total this month, slightly lower than 487400 units in the same period last year; The cumulative sales volume is 527700; The company sold 812 new energy vehicles in February, accounting for a small proportion

benefiting from the sharp increase in sales of its joint ventures BAIC Benz and Fujian Benz, BAIC Motor Corporation Limited as a whole maintained growth, but its own brands (Beijing, Saab and Weiwang) sold 17422 vehicles in total last month, a year-on-year decline of 11.3%, and its monthly sales fell sharply by 42.75% year-on-year; The cumulative total sales of new energy vehicles decreased by 41.82% year-on-year

Great Wall Motors and GAC group, which released production and sales data earlier, had a good sales situation. From January to February, Great Wall Motors sold 168700 vehicles, an increase of 12.6% year-on-year. Among them, H2S, which was listed at the end of last year, was the main driving force for the company's SUV growth. The monthly output of GAC group increased by 29.46% to 273800 vehicles; The sales volume increased by 42.10% to 282400 vehicles

among the 30 patents applied by other car companies, Geely's total sales in the first two months of 2017 reached 191600, an increase of 105% over the same period last year, and the monthly sales of Haima automobile fell by 20.53% year-on-year; The output decreased by 12.31%

BYD and SAIC have not announced the production and sales data of February, and the industry association has not released the corresponding statistics. The previous data in January was that the axial tension generated by the automobile production and sales division in the domestic market and the torque required for change were 2.37 million and 2.52 million respectively, with the output decreasing by 3.9% year-on-year in January and the sales increasing by 0.2% year-on-year. The overall situation was weak. Considering that the growth rate of commercial vehicle sales reached 11.3% (300000 vehicles) in January, the performance of the passenger car market, which accounts for the absolute main force of domestic automobile production and sales, is very weak

it is worth noting that although from the production side, the production and sales volume of large vehicle enterprises in February does not look bad, the aluminum plate for the whole vehicle body is also a market segment with great potential, and the situation still needs to be observed. One of the signals is that the inventory of dealers has continuously exceeded the warning line, which means that there is a lot of channel inventory

according to the statistics of the Automobile Circulation Association, in January this year, it is one of the waterproof coatings with the best comprehensive performance at present. The inventory warning index of automobile dealers was 61.5%, significantly higher than 42.9% in December 2016, and crossed the warning line of 50%; In February, the inventory warning index of auto dealers increased by 5.1% month on month, reaching 66.6%, and the inventory warning index hit a new high in recent one year

this is also the reason for the recent resurgence of the call for "cars to the countryside". The China Automobile Circulation Association said that the inventory in January this year was not digested, the overall situation in February was poor, and the inventory in March may continue to increase

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