Although the monthly sales volume of car companies in the first row is certain, for example, the share of independent car companies will continue to be consolidated, there will also be some unexpected surprises, such as the ranking of car companies in August.
North and South Toyota are once again in the top 10, and this result is also maintained in the overall sales in the first eight months.
Although the current public opinion is that “bad-mouthing the joint venture is politically correct”, the joint venture that has nurtured Chinese automotive talent and the supply chain system for so many years is not necessarily the original sin.
It’s just that they didn’t quickly feed back the needs of the end market and consumers to the middle and high levels of overseas decision-making.
It is almost certain that automobile is a huge industry mixed with upstream and downstream industrial chains, automobile consumption is also mixed with brand, emotional and cognitive decisions, and it is a large amount of consumer goods, so it is unlikely to have a monopoly like Internet companies or IT.
Especially on the track of long-term doctrine, the competition between automobile enterprises and enterprises must be rising and falling, catching up with each other.
From the perspective of the overall market, the narrow passenger car wholesale showed a negative growth of 3.
8% in August, which is the third consecutive month of decline in wholesale volume since the car market showed negative growth in June this year.
At the retail level, the brutal market competition has led to a decline in retail sales for five consecutive months, and the market situation is not optimistic, not to mention the result of a lot of automobile consumption stimulus policies launched in the country.
This is the case in the market, and the feedback may be different for each car company.
If you take a look at the overall ranking of car companies in August, half of the top 30 TOP companies actually saw a year-on-year decline in sales, and the situation is self-evident.
The independent top three such as BYD, Chery and Geely still lead the market, and there has been a good increase under such a high base, which also confirms that the products of these three car companies are very popular with the market and consumers.
Changan Automobile, which originally ranked fourth, was overtaken by FAW-Volkswagen this month, but Changan Automobile still maintained its monthly sales level of 110000 vehicles in August.
The core reason behind why the joint venture brand is declining, but FAW-Volkswagen is ahead of the joint venture camp, is that Audi, as a luxury brand, has a natural driving effect on FAW-Volkswagen under the background of price war and consumer upgrading.
At the same time, there is also Jetta brand, the appeal of the low-line market, also brought a certain sales support to FAW-Volkswagen.
Tesla naturally gave up his position when SAIC-Volkswagen and Great Wall fluctuated due to relatively stable sales.
And the sixth result this month should be the time when Tesla’s sales ranking is the best.
I have to admire that using only two cars can achieve the results that more than a dozen cars of other enterprises want to achieve.
No wonder Tesla’s gross profit leads the whole industry.
The ranking competition between SAIC-Volkswagen and Great Wall is still going on, but it will be difficult for both to achieve a jump in the rankings or further growth in sales, and it depends on whether there can be a substantial improvement in sales in the coming months at the end of the year.
Many people think that joint ventures are not working, but they are also non-mainstream joint venture brands, and their influence still exists for Volkswagen Toyota, which is one of the best in the world.
In August, both North and South Toyota entered the top 10 and are working very hard not to be left behind.
Including in August in the compact SUV camp, we can see that Toyota SUV accounted for three of the top 10, comparable to BYD’s entry into the top 10.
This also contributed to the first eight months, North and South Toyota firmly in the top 10 car companies, Volkswagen Toyota still leads the entire joint venture car market.
By analyzing the ranking of car companies in the first eight months, we can basically see the general situation of the whole year.
BYD, Chery, Geely, Changan independent top four have basically been stable, there will not be much change in the short term, because each has its own advantages and style of play.
While North-South Volkswagen occupies the median of the top 10, and its performance basically tends to be stable, then Great Wall and Tesla stand at the waist of the top 10, while North-South Toyota occupies the tail of the top 10.
As for SAIC passenger cars and SAIC GM Wuling, as well as whether Dongfeng Nissan can jump into the top 10, there are certain variables.
After all, the sales gap between these car companies and the top 10 remains at 20, 000-40, 000.
If you sell an extra 10, 000-20, 000 a month, you will have a chance to change the situation.
Let’s take a look at the departments.
The rise of autonomy is still unstoppable.
In August, the market share reached 66.5%. With new energy continuing to soar, it once again reached an all-time high for independent car companies, which pushed it to win 62.
8% of the market share in the first eight months.
It is worth mentioning that although the growth and public opinion of the new forces are very strong, from the perspective of independent ranking, it is still several traditional mainstream manufacturers and car companies that sell more than 50,000 vehicles a month.
in addition to idealism and Cyrus, which take the high-end and extended route as the starting point, the new forces have limited ability to contribute to their independent share, or at least not as much as public opinion boasts.
Although some independent head car companies predict that the share of independent car companies will soon exceed 70%, according to the monthly situation, there is indeed an opportunity, but it does not mean that joint venture car companies will not use price war and scale effect to achieve substantial price cuts in order to increase market share.
After all, 120,000 or 30,000 joint venture advanced cars have already arrived, which is a signal that the joint venture continues to counter-attack.
And in the field of new energy, the joint venture car companies are indeed slow to respond, but that does not mean that the joint venture will not launch a counterattack in the new energy field.
It is understood that Volkswagen and Toyota have made plans in the hybrid field and will launch hybrid products suitable for the Chinese market and users in the next two years.
So looking back at the share of the joint venture, German’s share has fallen to 13.
8% in August and remained above 15% in the first eight months.
Japan’s share has fallen to 10.
5%, and the situation in the first eight months is similar to August, only 11.9%. the share of American cars fell below 6% to 5.
8% in August, and the cumulative share in the first eight months was 6.4%. It can be seen that the market share of the other three major departments has basically hit rock bottom, and in the worst case, the three major camps of Germany, Japan and the United States have a total market share of 25%, with Volkswagen, Toyota and Tesla taking the lead respectively.
After that, these car companies and brands will cooperate with Chinese technology and market to launch products that specifically meet the needs of Chinese consumers, and the share will also pick up.
is a high probability event.
, At the same time, after a round of market testing for new products, the products and word-of-mouth of many automobile brands may not be loved by all users.
By then, the phenomenon of independent brands being abandoned again will recur like history.
After all, everything is not final.
Today’s phenomena and results do not fully represent tomorrow’s state.
The ups and downs of competition among automobile companies and the ever-changing pattern are also the profound charm displayed by the automobile industry.
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