The auto market continued to recover in August: the accounting of the new energy vehicle market was nearly 30%

21st Century Business Herald reporter Song Doudou reported

On September 9, the China Automobile Industry Association (hereinafter referred to as the "China Automobile Association") released the domestic car production and sales data in August. Data show that in August, the production and sales of automobiles reached 2.395 million and 2.383 million, respectively, a decrease of 2.4%and 1.5%month -on -month, an increase of 38.3%and 32.1%year -on -year, and the growth rate was higher than last month.

"In August, the supply capacity of automobile production was greatly affected. This month, Sichuan -Chongqing and other regions continued to decline in high temperature and drought in Sichuan and Chongqing and other regions. The slowing production capacity of automobile companies in some areas has a certain impact on the economic operation of my country's automotive industry. "Chen Shihua, deputy secretary -general of the China Automobile Association, said at the press conference. Still showing a high -speed growth. "

With the continuous efforts of the consumption policy such as purchase tax discounts, the consumption of passenger car has risen steadily and has gradually returned to normal; commercial vehicles have achieved the first year -on -year growth of this year; at the same time Essence

From the perspective of cumulative sales, from January to August, the production and sales of automobiles reached 16.967 million and 16.86 million, respectively, an increase of 4.8%and 1.7%year-on-year, which was the first time since the second quarter increased.

The China Automobile Association predicts that under the influence of consumer policies and the problem of power tensions, and the advent of the traditional gold consumption season, passenger cars will still show rapid growth in the next few months. New energy vehicles and automobile exports will continue. Good development momentum.

According to the data disclosed earlier, the China Automobile Association believes that my country's car sales in 2022 are expected to reach 27 million, an increase of about 3%year -on -year. Among them, the sales volume of passenger vehicles is expected to be 23 million units, a year -on -year increase of about 7%; commercial vehicles are expected to be 4 million units, a year -on -year decrease of about 16%; new energy vehicles are expected to reach 5.5 million units, an increase of more than 56%year -on -year.

Passenger car production and sales are obviously promoted by policy promotion

From the perspective of passenger car production and sales in August, the effect of preferential purchase taxes implemented by the state continued to appear.

In August, the production and sales of passenger vehicles completed 2.157 million and 2.25 million, respectively, down 2.4%and 2.3%, respectively, and increased by 43.7%and 36.5%year -on -year, respectively. Among them, domestic sales of traditional fuel vehicles increased by more than 172,000 units over the same period last year. From January to August, the production and sales of passenger vehicles were 14.803 million and 14.655 million, respectively, a year-on-year increase of 14.7%and 11.7%, respectively.

It should be pointed out that since this year, the market share of the Chinese brand passenger car has continued in a good trend.

In August, Chinese brand passenger cars sold a total of 1.029 million units, an increase of 45.3%year -on -year, accounting for 48.4%of the total number of passenger vehicles, and the share increased by 2.9 percentage points from the same period last year. Among them, the sales volume of high -end brands produced in China was 351,000 units, an increase of 43.5%year -on -year. In the past three months, some high -end brands have also been promoted by preferential purchase tax policies, and the market has resumed significantly.

From January to August, Chinese brand passenger cars sold a total of 6.998 million units, an increase of 24.5%year-on-year, accounting for 47.8%of the total passenger car sales, and the share increased by 4.9 percentage points from the same period last year. Among them, the sales volume of high -end brands produced in China was 2.373 million units, an increase of 6.6%year -on -year.

In addition, it is worth mentioning that the production and sales of commercial vehicles have achieved the first year -on -year growth since April last year. In August, the production and sales of commercial vehicles were 238,000 and 258,000, respectively, an increase of 3.1%and 4%year -on -year. From January to August, the production and sales of commercial vehicles completed 2.165 million and 2.206 million, respectively, a year-on-year decrease of 34.1%and 36.2%, respectively.

In May of this year, the State Frequently stated that the 90 billion commercial truck loan banks issued by automobile central enterprises were delayed for half a year.

"In July, we judged that the target of commercial vehicles for commercial vehicles this year was 4 million, but only 2.2 million vehicles in the first eight months, and the remaining four months faced a lot of pressure." The construction of infrastructure with mature batch conditions has gradually formed a physical quantity, and the production and sales situation of commercial vehicles will gradually improve. "

The first August of the new energy vehicle market rose to 22.9%

In August, the production and sales of new energy vehicles were still outstanding, and the production and sales continued to maintain a high speed year -on -year. The monthly production and sales reached a record high, reaching 691,000 vehicles and 666,000 units, respectively, a year -on -year increase of 1.2 times and double. Higher than last month.

From January to August, the production and sales of new energy vehicles reached 3.97 million and 3.86 million, respectively, an increase of 1.2 times and 1.1 times year-on-year, and the market share reached 22.9%.

Although new energy vehicles are facing challenges such as rising raw material costs and chip shortages, production and sales continue to show high -speed growth, and the effectiveness of industry transformation and upgrading has further consolidated.

Judging from the current development trend, new energy vehicles are still expected to continue high growth in the second half of the year. The China Automobile Association predicts that the sales of new energy vehicles are expected to reach 5.5 million, a year -on -year increase of more than 56%.

The latest news shows that the new energy vehicle exemption vehicle purchase tax policy has continued to the end of 2023. This is the third time that my country has implemented the new energy vehicle purchase tax policy in 2014, and this preferential policy will be continued. The tax -free 100 billion yuan will further promote the consumption of new energy vehicles to a certain extent. On September 6, Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference, said that China's "New Energy Vehicle Industry Development Plan (2021-2035)" made it clear that the penetration rate in 2025 reached 20%of the target. That is, this year.

In addition to new energy vehicles, the export of automobiles hit a record high is another highlight of the auto market in August. In August, automobile companies exported 308,000 units, an increase of 65%year -on -year, reaching a record high continuously, and the first time in the history of exports exceeded 300,000. From January to August, automobile companies exported 1.817 million units, an increase of 52.8%year-on-year.

As the auto market continues to warm up, the judgment of all walks of life on the entire auto market has become optimistic. The stimulus of the car purchase tax reduction policy will further bring positive promotion effect on stimulating passenger car consumption in the third and fourth quarters. However, my country's automobile industry is still facing a lot of pressure.

"There are still slight fluctuations in my country's economic development, and the foundation of recovery needs to be consolidated. The automotive market still needs to continue to boost the policy; the international environment is more complicated and severe, the world economic recovery slows down, and the global inflation pressure is high. There are also rising signs, and the domestic epidemic is distributed and frequent, which brings uncertainty to the industrial chain supply chain. "China Automobile Association pointed out that the above factors will affect the quality of the automotive industry economy operation and need to pay close attention to industry enterprises. Treat it carefully and take effective measures in a timely manner.

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