Bounce exceeds expectations!Cui Dongshu of the Federation: The automotive market in the second half of the year may continue to strengthen

Fengkou Finance reporter Liu Xiao

The car consumption policies are encouraged to continue to increase, and the car sales market has finally ushered in a hot situation.

On July 8th, data released by the National Passenger Vehicle Market Information Association (Passenger Federation) showed that the retail market for the passenger car market in June reached 1.943 million units, an increase of 22.6%year -on -year, and a month -on -month increase of 43.5%. The highest value of the same period in the same period in the past six years. In addition, the Passenger Federation will make an optimistic prediction of passenger car sales in July. It is expected that production and sales will increase by about 20%year -on -year, which can achieve a good situation that is not faint during the off -season.

Cui Dongshu, Secretary -General of the Federation of Federation, said in an interview with the Trone Finance that the car sales market was hot, mainly due to the accumulation of consumption under the preliminary epidemic, coupled with policy promotion, forming a super growth trend at the end of June.

Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, told Fengkou Finance that my country's new energy vehicles started earlier, with competitive advantages and large -scale economies. In this case, it is necessary to further expand the scale of the scale.

Passenger car retail sales have grown in 6 years and the highest during the same period.

According to data from the Federation of Federation, the retail market in the passenger car market in June reached 1.943 million units, an increase of 22.6%year -on -year, and an increase of 43.5%month -on -month. The growth rate of retail sales in the past month reached the highest value of the same period of the same period.

From January to June, a total of 9.261 million retail sales, a year-on-year decrease of 7.2%, of which the impact of 10.31 million units from March to May.

Among them, 810,000 independent brands were retail in June, an increase of 31.0%month -on -month. The domestic retail share of independent brands is 42.5%, an increase of 3.8 percentage points year -on -year. It is worth noting that independent brands have achieved significant increase in the new energy market, and head companies have performed well. BYD, Changan, Geely and Chery and other traditional car companies have increased significantly.

In June, under the general trend of retail volume of passenger cars, the sales of new energy passenger cars showed "dazzling". The sales of new energy vehicles improved the expectations from the previous month.

In June, the retail sales of new energy passenger cars reached 532,000, an increase of 130.8%year -on -year, and a 47.6%increase of 47.6%month -on -month. Earlier, the Federation of Federation predicted nearly 500,000 retail.

From January to June, the domestic retail of new energy passenger cars was 2.248 million, an increase of 122.5%year-on-year, and the year-on-year sales data still maintained a high-speed growth trend.

In terms of penetration, in June, the domestic retail penetration rate of new energy vehicles was 27.4%, an increase of 12.8 percentage points from the penetration rate of 14.6%in the same period last year.

It is worth noting that the sales volume of the new energy passenger car in June hit a record high. BYD's pure electric and plug -in dual -drives consolidate the new energy leading position of independent brands; traditional car companies represented by Chery Group and GAC Group are in the new energy sector The performance is relatively prominent. There are 16 enterprises with a wholesale sales of manufacturers (3 increases from the previous month, an increase of 11 year -on -month), accounting for 85%of the total number of new energy passenger cars.

Cui Dongshu told Fengkou Finance that the car sales market was hot, mainly due to the accumulation of consumption under the preliminary epidemic, coupled with policy promotion to form a super growth trend at the end of June.

In addition, the China Automobile Distribution Association stated that the epidemic in June was gradually controlled, and the supporting consumer policies such as tax cuts, local government subsidies, manufacturer subsidies, dealers' promotion and other supporting policies took effect, and formed a strong pull role on the demand side. The automotive market Accelerate recovery.

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

Difficulties in delivery will gradually improve

Data show that in terms of inventory, due to the implementation of the semi -purchase tax policy, it has been implemented in June, and since May, manufacturers have contributed greater contributions to increasing increase in libraries. In June, manufacturer's inventory increased by 10,000 vehicles from the previous month, and a cumulative increase of 50,000 units from January to June, while the inventory of manufacturers from January to June 2021 fell by 270,000 units. This year's manufacturer's inventory improved greatly.

The multiplied association emphasized: "The global outbreak is serious under the epidemic, and the return of China's auto market to the high level is a rare achievement, laying the stable foundation for exports and domestic sales. Due to the guarantee of inventory, the terminal retail in early June has significantly strengthened under policy promotion. , The dealer's inventory is converted to a strong retail increase. "

"The continuous improvement of logistics and supply chains after the epidemic, the resilience of exports, the resumption of the industry, and the superposition of the positive policies can effectively promote the growth of the auto market."

However, as early as June 8th, BYD Chairman Wang Chuanfu revealed at the shareholders' meeting that BYD currently has more than 500,000 orders in hand, and the number of accumulated orders is increasing month by month, and the delivery cycle will take 5 to 6 months.

This has caused BYD to fall into the sweet trouble of supply, and the long delivery cycle also causes the end market's dissatisfaction to breed secretly. In the end, the "snowball" evolved into a huge reef, which was crossing the road where BYD moved forward. Not only BYD's troubles, it is also the collective trouble of new energy vehicle companies.

Wind Financial reporters have sorted out platforms such as Black Cat Complaints and Automobile Complaints. Many new energy vehicle companies have been complained, such as dozens of complaints involving zero -run cars. On the list of new energy vehicle companies, Xiaopeng Automobile, Tesla, and Nezha Automobile have been spit out.

Cui Dongshu told Fengkou Finance that some car companies are currently difficult to deliver difficulties. This is actually a process of gradual release of production capacity. It is a normal phenomenon. In the future, it will gradually improve, which will promote the continuous strengthening of the auto market in the second half of the year.

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 issued a large amount of China's new energy vehicle industry

"Since this year, affected by factors such as multiple outbreaks, the development of the automotive industry has been impacted. Supporting the purchase and use of new energy vehicles is a stable and expanding car consumption to ensure the smooth operation of the industry." At the press conference held in the new office, Guo Shougang, the head of the Equipment Industry Department of the Ministry of Industry and Information Technology, pointed out that the Ministry of Industry and Information Technology will further expand the scale of new energy vehicle promotion in accordance with relevant departments. The broader market has made positive contributions.

Earlier, the executive meeting of the State Council held on June 22 focused on promoting automobile consumption, deploying a series of policy measures from various aspects, and policy implementation predictions to increase automotive and related consumption this year by about 200 billion yuan. Related policies have once again clearly supporting new energy vehicle consumption.

It is worth noting that consumer policies are encouraged to continue to increase, and the sales of new energy vehicles in the second half of the year are expected to continue to grow at a high speed. Taking Shandong as an example, in July, Shandong Province issued 200 million yuan of passenger car consumer coupons, and the total amount of commercial car consumer coupons was issued unchanged, and the distribution time was extended to the end of July.

"Energy -saving and environmental protection is a major trend. Oil prices continue to rise, which also brings opportunities to new energy vehicles." For the support of new energy vehicle consumption measures, Bai Ming, deputy director of the International Market Research Institute of the Ministry of Commerce, said that my country's new energy vehicles start earlier There is a competitive advantage and a scale economy. In this case, to promote car consumption, it is necessary to further expand the scale effect.

Data show that in 2021, China's new energy vehicle market (3.315 million vehicles) surpassed the European market (2.18 million vehicles) and the North American market (700,000), ranking first in the global new energy vehicle market. From January to May this year, China's new energy passenger cars accounted for 59%of global new energy vehicles.

Cui Dongshu believes that this is mainly due to the strong demand for new energy vehicles in China, and European traditional fuel vehicles and new energy vehicles have low production and sales.

At present, many countries around the world are vigorously developing and promoting new energy vehicles, which is also a rare opportunity for China's new energy vehicle companies and related industries. Cui Dongshu told Fengkou Finance that the global new energy vehicle is currently developing rapidly. To participate in competition, Chinese enterprises still have to do a large amount. It's important. "

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