2022 Auto Market Half -annual report ｜ The first "snow" in 2022 is more fierce than before!

Cover news reporter Liu Nian

In the first half of the year, after the short -term opening of the door at the beginning of the year, the Chinese auto market entered a low tide under the critical strike of multiple unfavorable factors such as multi -point epidemic, insufficient chip supply, and rising fuel prices.

The most severe moment appeared in April this year. The persistent epidemic has severely damaged the two major Chinese automotive industries, Changchun and Shanghai. Among them, the Yangtze River Delta region represented by Shanghai is the area with the largest output value of domestic automobile parts, accounting for more than one -third.

The butterfly effect is opened.

Affected by the "broken chain" of the supply chain, the impact of the black swan incident in the epidemic was far more imagined by the entire automotive industry. Even if it is located in a car manufacturer that has not been impacted by the epidemic, it has fallen into a "carless" situation because of the disconnection of components.

According to data released by the Federation of Federation, in April, passenger car produced 969,000 units, a year -on -year decrease of 41.1%, and a 46.8%decrease from the previous month. Among them, the joint venture brand decreased by 56%year -on -year and a 58%decrease from the previous month. Dragked by this, from January to April 2022, the cumulative retail sales of passenger cars across the country were 5.957 million units, a year-on-year decrease of 11.9%.

However, in the automotive market that enters the downward range as a whole, new energy vehicles have maintained the momentum of advancing. It is also data from January to April this year. The total retail sales of new energy vehicles in China was 1.352 million, a year-on-year increase of 128.4%. Among them, in April, new energy vehicles accounted for nearly 30 % of the monthly sales volume, and the proportion of independent brands was even close to 50 %.

In the past few years, although the "main forces" represented by traditional mainstream car brands were not absent, the "main force" represented by traditional mainstream car brands did not work. The reason is very simple. The higher cost of electric vehicles than fuel vehicles is not much motivated to invest a lot of funds to create a new pure electric car manufacturer for large -scale car companies that sell in the fuel vehicle sector and have stable profits. The platform and the production line, the slightly perfunctory "oil -changing electricity" has become the cautious choice of most traditional car companies.

But now, changes have taken place. Regardless of the luxury camps, Audi, BMW, or the mainstream mid -range brand Toyota, Honda, which accelerates electrifying "turning", as well as new brands such as "shoulders" standing on the traditional car giant "shoulder" Beginning with electrification and intelligence. The newly -built electrification platform, coupled with the technical advantages of car -making accumulated over the years, has made traditional giants a powerful enemy of "new forces".

Looking back at the past, as the oldest car -driven form, electric vehicles are not a new species. 100 years ago, the electric car that had been popular for a while fell to the "foot" of the low -cost Ford T -type car and lost to the internal combustion engine. But now, with the excessive mining of non -renewable energy such as oil and natural gas, resource exhaustion is caused, and a large amount of discharge of greenhouse gases to the environment of the environment. The essence of the future evolution of the automotive industry should be the theory of "net". This is not only the requirements of environmental protection, but also the new opportunities for overtaking in my country's automotive industry.

Things competition, adversity forced people to grow! In this sense, this "snow" in 2022 will inevitably accelerate the "evolution" of the Chinese auto market and accelerate the "purification" of the automotive industry.

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