On February 14, two listed vehicle enterprises Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) both disclosed the January production and sales express. With the previous disclosure of January data Guangzhou Automobile Group Co.Ltd(601238) , Saic Motor Corporation Limited(600104) , the sales territory of A-share vehicle enterprises in the first month of the year of the tiger has been basically clear. According to the data, the sales of new energy models of most traditional car enterprises made a “good start” year-on-year, Guangzhou Automobile Group Co.Ltd(601238) and even doubled.
The January industry data disclosed by the China Federation of passenger cars on the same day showed that the retail penetration rate of new energy vehicles in China in January was 16.6%, an increase of 10 percentage points compared with the penetration rate of 6.8% in January 2021. Among them, the penetration rate of new energy vehicles among independent brands reached 31.4%. The passenger Federation believes that the new energy vehicle market will continue to maintain rapid growth in 2022.
sales of new energy vehicles “made a good start”
Great Wall Motor Company Limited(601633) it was announced today that the company’s car sales in January totaled 111800 units, a year-on-year decrease of 19.59%. However, the company sold 13781 new energy vehicles in January, a year-on-year increase of 34%.
Chongqing Changan Automobile Company Limited(000625) the sales data in January 2022 was stable, with a sales volume of 277200 vehicles, a year-on-year increase of 10.03%; The sales volume of independent brands was 226000, with a year-on-year increase of 12.59%; The sales volume of independent passenger cars was 158600, with a year-on-year increase of 3.39%.
Combing the production and sales data of several auto enterprises in January, we can find that the sales of new energy vehicles has become a bright spot in the business sector.
The output of automobiles in January was 218600, with a year-on-year increase of 13.96%; In January, the automobile sales volume was 237200, with a year-on-year increase of 9.16%. In January, Guangzhou Automobile Group Co.Ltd(601238) 17294 new energy vehicles were produced, with a year-on-year increase of 96.08%; 19121 new energy vehicles were sold, with a year-on-year increase of 115.21%, doubling the growth.
The output of Saic Motor Corporation Limited(600104) January was 467800, with a year-on-year increase of 8.71%, including 78000 new energy vehicles, with a year-on-year increase of 29.11%; In January, the sales volume was 455600, with a year-on-year increase of 13.02%; There were 72200 new energy vehicles, a year-on-year increase of 25.54%.
Dongfeng Automobile Co.Ltd(600006) announced on February 11 that the automobile output in January was 19200, a year-on-year decrease of 8.20%; The sales volume was 17200, with a year-on-year increase of 3.51%. Among them, the sales volume of new energy vehicles was 1351, with a year-on-year increase of 16.57%.
The hot sales of new energy models of traditional automobile enterprises show that the retail penetration of new energy vehicles in China is increasing significantly. Of course, the sales of new energy vehicle enterprises were booming in January.
On February 6, it was announced that the sales volume of new energy vehicles in January was 93200, a year-on-year increase of 361.73%. In addition, according to the financial report of China Central Television, the delivery volume of ideal, Xiaopeng and Nezha in January was 12000, 13000 and 11000 respectively, with a year-on-year growth rate of 128%, 115% and 402% respectively.
is characterized by diversified development
Today, the passenger Federation disclosed the analysis of the national passenger car market in January. In January, the retail sales of passenger car market reached 2.092 million, a year-on-year decrease of 4.4%, a decrease of 0.6% compared with December 2021. The overall trend of retail sales in January was very good.
The association said that with the gradual strengthening of production and batch sales in the past few months, the overall market supply showed a warming trend, and manufacturers actively welcomed the “good start” of the new year. In particular, terminal promotion continued to shrink significantly to November after July 2021, and began to increase slightly in December, resulting in the continuous strengthening of retail; In addition, the continuous improvement of chip supply promoted the rise of production and sales in the auto market in January.
Data show that in January this year, the retail sales of new energy vehicles reached 347000, a year-on-year increase of 132.0%. Among them, the penetration rate of new energy vehicles among independent brands is 31.4%; The penetration rate of new energy vehicles in luxury vehicles is 10.2%; The penetration rate of new energy vehicles in mainstream joint venture brands is only 2.5%.
It is noteworthy that in January, the new energy passenger vehicle market showed the characteristics of diversified development. According to the association, Byd Company Limited(002594) pure electric and plug-in hybrid dual drive consolidate the leading position of independent brand new energy; The traditional automobile enterprises represented by Saic Motor Corporation Limited(600104) and Guangzhou Automobile Group Co.Ltd(601238) are relatively outstanding in the new energy sector.
In January, there were 11 enterprises whose wholesale sales of new energy vehicles exceeded 10000, a significant increase of 6 over the same period, including Byd Company Limited(002594) 93101, Tesla China 59845, SAIC GM Wuling 40007, Chery 21179, Geely 17036, GAC AIAN 16031, SAIC 14414 passenger cars, Great Wall Motor Company Limited(601633) 13781, Xiaopeng 12922, ideal 12268 There are 11009 Nezha cars.
When looking at the auto market this year, chenglian exhibition said: Recently, with the decline of subsidies for new energy vehicles and the sharp rise in the price of basic resources such as lithium ore, new energy vehicle enterprises are facing certain cost pressure. However, the market price of new energy vehicles is not expected to rise significantly. Vehicle enterprises should be able to resolve the pressure and continue to maintain the rapid growth of new energy vehicles in 2022.
