The market share is close to 50%, and independent car brands usher in "spring"?

According to statistics from the China Automobile Association, from January to July 2022, a total of 12.529 million new cars were sold in China, an increase of 10.9 % year -on -year, of which 5.969 million units were sold for independent brands, an increase of 21.5 % year -on -year The year -on -year increased 5.2 percentage points. According to statistics from years of data, this is the highest peak in China's independent automotive brand market share.

According to the single -month retail sales statistics in July, the retail sales of the domestic passenger car market were 1.818 million units, an increase of 20.4%year -on -year, and the market share of the independent brand was as high as 49.6%, which was one step away from the "half of the country".

Just a few years ago, since 2018, China's independent automobile brands have fallen by factors such as negative growth and increased consumer structural squeezing, and their market share has fallen.

Data show that as of October 2019, independent brand passenger cars have been negatively increased for 16 consecutive months, and the share of independent brands in 2019 and 2020 is even less than 40%. Until last year, the share rate gradually rose to 44%.

In the first half of 2022, affected by the epidemic, chip shortage, and raw material price increases, the automotive industry still faced a large impact. By July, the epidemic situation was effectively controlled, the logistics and supply chain continued to improve, the new car was listed, exported excessive growth, and a package of consumption policy blessings, which promoted the growth of the overall passenger car market.

At the same time, Changchun and Shanghai with important auto companies such as FAW Group, SAIC Group and Tesla China and a large number of component manufacturers have blocked for a long time due to the epidemic in the first half of the year. The production and sales of joint ventures such as Volkswagen and Tesla China have decreased significantly, affecting the share of the joint venture.

However, as a whole, the market share of independent brand market has maintained a general trend.

At present, the recovery of the overall passenger car market mainly relies on new energy vehicles that are in explosive growth, and independent car brands in this field occupy an absolute advantage, and it is no longer a Tesla's independence.

There are not only traditional car companies such as Geely, Changan, Great Wall, and BYD on the new energy track, but also new forces such as Weilai, Xiaopeng, ideal and Nezha. In July, the sales volume of new energy vehicles was 593,000 vehicles, and the market share reached 24.5%. In the ranking of new energy vehicle retail sales in July, the top ten were independent models. The tallest FAW-Volkswagen ID.4 CROZZ's 5206 units more than 7 times.

With the independent brand of the main share of the new energy vehicle market, the preparation of the industrial chain is also one of the advantages. BYD has long adhered to the "vertical integration" strategy. Power batteries, IGBT chips, and complete IT product chains can achieve self -developed self -developed production. The core parts of new energy vehicles such as power batteries, driving motors, electrical control systems, and IGBT chips are also mastered in China's complete industrial chain. The Ningde Times and Guoxuan Hi -Tech represented by power batteries are not only facing domestic exports, but also to the world.

In addition to models, independent car brands are constantly aggressive in terms of technology. The advent of BYD DM-I, Great Wall DHT, Geely Thor Hi · X and other hybrid systems, with the human-machine interconnection experience, the latest automatic auxiliary driving system, gradually break the barriers of joint venture brands.

Geely Boyue was listed in 2016, with a maximum of 157,800 yuan, which caused a storm of public opinion at the time. There is a voice that independent brands should not sell more than 150,000, or that there will be no domestic cars at this price, which represents the market position of the independent brand at that time.

Today, China's independent high -end automotive brands such as BYD, BAIC, Great Wall, and Dongfeng are constantly emerging. Autonomous cars with equivalent prices with joint ventures also have considerable market competitiveness. Star Rui, the flagship of Geely's "China Star", has sold more than 25,000 units in two months, and then remained at the average monthly sales of more than 10,000.

In addition to mid -to -high -end models, independent car companies that have increased the concentration of domestic third- and fourth -tier markets, Nezha and other "low -priced and multi -selling" lines also have a broad market.

At present, under the drive of the new energy segment, under the leadership of the policy, in the process of continuing the domestic industrial chain, BYD, Geely, Changan, Chery, GAC Ean, Weilai, Xiaopeng, Nezha, Zero Autonomous car companies such as running and ideal will continue to launch a fierce offensive, and the market share of autonomous car companies is expected to continue to rise.

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