Nissan brand dragging down Nissan China sales fell 22.7% in the first half of the year

Economic Observation Network reporter Wang Shuaiguo on July 6, Nissan China announced that due to the shortage of components such as the entire industry chips, the sales volume of Nissan Automobile China contains two major business segments, including passenger vehicles and light commercial vehicles, It was 546,020, a year -on -year decrease of 22.7%. This is the worst result of Nissan China in recent years. Prior to this, in the first half of 2020, which was impacted by the first round of epidemic, Nissan's sales decreased by 17%.

The main body of Nissan China in China is Dongfeng Automobile Co., Ltd. (hereinafter referred to as "Dongfeng Co., Ltd.), which is headquartered in Wuhan. The company is the main force of Nissan's passenger car business in Nissan. From January to June, the cumulative sales volume of the passenger car business sector (including Nissan, Qichen and Infiniti) under Dongfeng Automobile Co., Ltd. cumulative sales were 448,806. Among them, the cumulative sales of Nissan brand models were 400,020, and the sales volume of more than 500,000 units in the same period last year; the cumulative sales of Qichen brand models were 44,685 units, an increase of 31.0%year -on -year.

It can be seen from the above data that after the Qichen brand returns to Nissan system, it is becoming a new growth pole of Nissan China. In contrast, the Nissan brand shows some fatigue, even in June in June that a series of consumer stimulus policies were introduced in June.

In June, Nissan's sales volume was restored as a whole. In the month, Nissan Motor's sales volume was 109,051 units, an increase of 58.4%month -on -month, a slight decrease of 4.8%year -on -year. The sales volume of Dongfeng Co., Ltd.'s passenger car business sector was 91,867 units, an increase of 64.6%month -on -month and 0.6%year -on -year. Among them, the sales volume of Nissan brand models was 81,166 units, a year -on -year decrease of 3.59%; the sales volume of Qichen brand models was 10,046, a year -on -year increase of 71.0%; the sales volume of Infiniti brand models was 655, an increase of 48.9%month -on -month.

Light commercial vehicle business sector (including Dongfeng Automobile Co., Ltd. and Zhengzhou Nissan) sales were 17,184 units, an increase of 33%month -on -month, and a year -on -year decrease of 26.1%. Unlike passenger cars, the commercial vehicle market is closely related to economic construction activities. From 2020 to the first half of 2021, due to the stimulation of large -scale domestic new infrastructure, commercial vehicles were once in a state of surge. However, since the second half of 2021, due to the severe prevention and control situation of the epidemic in various places, the commercial vehicle market has been greatly impacted, and it has been weak until now.

In the first half of this year, Dongfeng Co., Ltd. was considered to divest some commercial vehicle business. On May 30, Dongfeng Automobile Co., Ltd. (hereinafter referred to as "Dongfeng Automobile"), one of the main commercial vehicle business operations of Dongfeng Co., Ltd. (hereinafter referred to as "Dongfeng Automobile"), saying that Dongfeng Automobile Group will be transferred at a price of 3.348 billion yuan for 5.60 yuan/share shareholding company Dongfeng Automobile held 29.90%of Dongfeng Automobile held by the controlling shareholder Dongfeng Co., Ltd.. After that, Dongfeng Automobile Group will continue to acquire 25.10%of Dongfeng Automobile with a 5.60 yuan/share appointment to obtain control over listed companies.

While "throwing away" some commercial vehicle assets, Nissan China is also accelerating the process of electrification. Senior Vice President of Nissan Motor Company, Chairman of the Nissan China Management Committee, and Toshiko Yamazaki, the President of Dongfeng Co., Ltd., said that with the introduction of Nissan E-Power Xuanyi and Qichen D60EV models, the company is accelerating the introduction of electricity. "The upcoming Nissan's new pure electric cross -border SUV model -Nissan ARIYA will further promote the development process of Nissan's electrical drive in the Chinese market."

Data show that from January to June, Dongfeng Co., Ltd. sold a total of 8,890 units, an increase of 48%year-on-year. From the perspective of the entire industry, this sales figure is not high. Nissan promoted the development of electric vehicles in China as early as 2010, but the results are not ideal.

The launch of the new Ariya model has become the beginning of Nissan's return to the pure electric market. Nissan Ariya's direct competitors include Volkswagen ID.4, Toyota BZ4X, Honda E: N and other joint venture brands pure electric vehicles. Compared with these products, Nissan ARIYA seems slow, both in the rhythm of listing and market enthusiasm.

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