The new forces of the new car will end in the first half of the year: the policy is warm and winding, and many car companies have delivered innovation high

Fengkou Finance reporter Liu Xiao

On July 1, the new forces of the car were announced in June. Xiaopeng Automobile delivered 15,295 units to win the championship, and Weilai Automobile delivered 10,000 units to fight. From the data point of view, the sales of various car companies have basically returned to normal state. Weilai, zero -run and other car companies have set up a monthly high delivery high.

Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, said in an interview with the Tiantong Finance and Economics that as the automotive -related industrial chain accelerates the resumption of work and re -production, the barriers to be broken in the future will be the buyer.

Cui Dongshu, Secretary -General of the Federation, told Fengkou Finance that due to the release of consumption in the early stage, it is expected that the overall consumption of the automotive market will show a significant increase in June.

New forces of new vehicles have soared

On July 1, Xiaopeng Automobile released the news that 1,5295 units were delivered in June, a year -on -year increase of 133%. Among them, Xiaopeng P7 delivered 8045 units, Xiaopeng P5 was delivered 5598 units, and Xiaopeng G3 series delivered 1652 units. Xiaopeng Automobile is the only car brand with more than 15,000 vehicles in June, and has won the new forces of car manufacturing for four consecutive quarters. In the second quarter, Xiaopeng Automobile delivered a total of 34,422 units.

According to data, from January to June this year, Xiaopeng Automobile delivered a total of 6,8983 units, winning the new semi-annual sales of the new car construction forces, which was 2.2 times the cumulative delivery of the same period last year.

The ideal car continues to perform stable. Data show that the ideal car delivered 13024 ideal ONE in June, an increase of 68.9%year -on -year. In the second quarter, a total of 28,687 ideal ONE was delivered, a year -on -year increase of 63.2%. From January to June 2022, a total of 60,403 vehicles were delivered. According to the second quarter delivery guidelines given by the ideal car, 21,000-24,000 units are deducted from 4,167 vehicles and 11,496 units in April. The market is expected to be delivered in June or only 5337-8337. Ideal's delivery of the vehicle in June is obviously super market expectations.

Weilai Automobile, who was once a supply chain crisis, also fought.

On July 1, Weilai announced data showing that a total of 12,961 new cars were delivered in June, a year -on -year increase of 60.3%, and the monthly delivery volume was newly delivered. In the second quarter of 2022, Weilai delivered a total of 25059 new cars, an increase of 14.4%year -on -year, and it was growing positively in 9 consecutive quarters.

Data show that from January to June 2022, Weilai delivered 50,827 new cars, an increase of 21.1%year-on-year. The history of Weilai Automobile has been delivered to 217,897 units.

At the same time, Weilai said that the Weilai supply chain and vehicle production in June have been fully restored, and the delivery of Shanghai and other places has stepped on track. Next, Weilai Second Production Base, located in Xinqiao Smart Electric Vehicle Industry Park, will also It was officially put into production in the third quarter.

In mid -June, Weilai also released large SUV ES7 medium SUV ES7 and ES8, ES6, and EC6 equipped with Alder Chiyang Smart System. The above models will be delivered in August.

Among the new forces of car construction, the performance of other car companies is also very powerful.

On July 1, Nezha Motors announced the delivery of data in June 2022. Nezha Automobile delivered 13,157 units in June, an increase of 156%year-on-year, and a total of 63,131 units were delivered from January to June, an increase of 199%year-on-year.

On the same day, zero -running car announced the delivery data in June. Zero -run car delivered 11,259 units in June, and the monthly delivery was reached a record high. The cumulative delivery volume in the first half of the year was 5,1994 units, an increase of over 265%year -on -year.

In addition, the June delivery data announced by Xiaokang's shares showed that the company's new energy vehicle sales in June were 12,418 units, an increase of 185.41%year -on -year, of which Selis's sales were 7,658 units, a year -on -year increase of 524.12%.

Jiyang Automobile delivered 4302 ZeekR 001 in June, which was basically the same as the delivery data in May. In the second quarter, a total of 10,769 units were delivered. Since this year, a total of 19010 units have been delivered, and a total of 25017 units have been delivered since delivery.

Some car companies have also announced the sales of new energy vehicles. According to the sales data of GAC Ean, the sales volume of new energy vehicles in June was 24,109 units, an increase of 182%year-on-year, a monthly high of the month; the cumulative sales volume of more than 100,000 units from January to June, a year-on-year increase of 134%.

Cui Dongshu, Secretary -General of the Federation, told Fengkou Finance that due to the release of previously suppressed consumption in June, it is expected that the consumption of the automotive market will increase significantly. "June is the node of the first half of the year, and it is also a node of various policies, and the current market inventory is reasonable and can support consumption." Cui Dongshu believes that a series of measures to promote automobile consumption from the central government to the local area will be introduced in the early stage. It will be released concentrated.

On April 20, the staff assembled new energy vehicles in the car assembly factory of the BYD Caotang Industrial Park in Xi'an. Xinhua News Agency

Promoting consumption measures to continue to increase

The executive meeting of the State Council held on June 22 pointed out that consumption is the main driving force of the economy, and it is an important force for promoting the return of economic operation to the right track. To further release car consumption potential:

The first is to activate the used car market to promote car update consumption. For small non -operating second -hand cars, the restrictions on the migration of the national five -emission standard vehicle will be completely canceled from August 1st. From October 1st, the car sales enterprise will implement separate endorsement management and issuing temporary numbers when applying for transfer registration. Fengkou Finance combed and found that since this year, relevant departments have repeatedly expressed their support for the development of the second -hand car industry. On January 21, the National Development and Reform Commission and other seven departments issued the "Promoting Green Consumption Implementation Plan", which required actively developing used car distribution business, promoting the implementation of a comprehensive cancellation of second -hand car restrictions, and further expanding second -hand car circulation; The State Council issued the "Policy and Measures for the Economy of the Economy" stated: "Comprehensively cancel the policy of second -hand car restrictions and cancel the restrictions on the migration of small non -operating second -hand cars in compliance with the national five -emission standards."

The second is to support new energy vehicle consumption. The vehicle purchase tax should be mainly used for highway construction. Considering the current actual research exemption of new energy vehicle purchase tax policy at the end of the year after expired. Break the protection of the new energy vehicle market.

At the "China Ten Years" series of theme press conferences held by the Central Propaganda Department before, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said that it is necessary to study the continuation policy of the new energy vehicle vehicle purchase tax as soon as possible, and it is studying in conjunction with relevant departments.

The third is to improve the parallel import policy, orderly developing automotive financial leasing, and supporting the construction of parking lots.

Earlier, the "Policy and Measures for the Economy" issued by the State Council also stated that it is necessary to support the development of parallel imports in the imported port area of ​​automobiles and improve the environmental protection information disclosure system of parallel imports.

The State Frequently pointed out that policy implementation predictions will increase about 200 billion yuan in automotive and related consumption this year.

On April 22, workers were conducting production operations at the FAW Group Red Flag Prosperous Factory. Xinhua News Agency

Subsidies for the purchase tax of some passenger vehicle vehicles, subsidies to the purchase of new energy vehicles, etc., deployment and development of new energy vehicles to go to the countryside in 2022 ... Recently, a series of promotion of automotive consumption policies and measures have been introduced, bringing "warmth to the automotive market meaning".

According to incomplete statistics from Fengkou Finance, in the first five months of this year, about 20 provinces and cities in the country promulgated automobile consumption support policies, covering Guangdong Province, Shandong Province, Hubei Province, Hainan Province, Jilin Province and other regions. Essence For example, Shandong Province invested 500 million yuan in consumer coupons and issued 150,000 car consumer coupons, which effectively boosted car consumption.

The barriers to be broken are more buyers

"Auto consumption, as a large -piece consumption, plays an important role in driving consumption growth." Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, told Caikou Finance that the national frequency issued documents to boost the consumer market. The key is to expand domestic demand Pull economic growth.

Bai Ming said that as the largest production and sales country of automobiles, China's car ownership is getting larger and larger. If you want to further develop the automotive market, you must revitalize the used car market. On the one hand, through used car transactions, some consumers who do not have a car have cars; Go in and make room for the market.

"Energy -saving and environmental protection is a major trend. Oil prices continue to rise, which also brings opportunities to new energy vehicles." For supporting new energy vehicle consumption measures, Bai Ming said that my country's new energy vehicles started earlier, with competitive advantages, and economically economically economically economically. In this case, it is necessary to further expand the scale effect of automobile consumption.

Bai Ming told Fengkou Finance that parallel imports are different from the traditional 4S store sales and other channels. It is a complementary relationship and is also conducive to stimulating consumption.

Wen Bin, chief economist of China Minsheng Bank, told Fengkou Finance that at present, my country is relatively weak, consumption is obviously insufficient, and investment growth has fallen. It is necessary to grasp the growth point of boosting consumption and investment as soon as possible. Automobile and real estate consumption are the "dual pillars" that drive in my country to grow in China. Previously, the phased subtraction of some passenger cars proposed by the State Council's executive meeting of 60 billion yuan will help boost car consumption.

Zhong Zhengsheng, the chief economist of Ping An Securities, believes that the weak consumption integrates multiple factors such as the impact of epidemic conditions, consumer willingness, and indirect impact of real estate. The short -term grasping point that stimulates consumption is car (the purchase tax is reduced by half of the new policy) and home appliances, but it depends on residents' income Expectation and consumption willingness to improve.

"Previously, the epidemic caused the industrial chain to be interrupted, and many manufacturers could not pay it anymore." Bai Ming also believes that before the car market consumption is sluggish, the big reason is the seller's problem. In the next step, with the prevention and control of my country's epidemic, automobile -related industries The chain accelerates the resumption of work and re -production. The barriers to break in the future are more buyers.

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