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In 20 19, the word "south" took the lead, and the global automobile industry ushered in a downward turning point. Not long ago, the Global automobile database (global? Cars? Database) released the Top 10 sales ranking of global automobile manufacturers in 20 19 years. In the list, except for Toyota and Daimler, the other eight car companies all declined. To borrow a sentence from Volkswagen CFO: "The best times have passed."

Volkswagen wins again

Of course, the most interesting thing in the annual list is the champion. In 20 19, Volkswagen Group handed over a total of 10,336,495 vehicles. Although it declined slightly by 1%, it was still the only group that broke through10 million vehicles, and it won the global sales champion for four consecutive years.

"Sunrise in the east and rain in the west", Toyota Group ranked second, with a sales volume of 9,698,609 vehicles in 20 19, an increase of 2.2%. The market share is 1 1.4%, which is nearly one percentage point behind the Volkswagen Group.

The dispute between Volkswagen and Toyota can be summarized as "the winner of China wins the world".

There is no doubt that the China market has become the key for Volkswagen to surpass Toyota in the global market. In 20 19, China remained the largest single market of Volkswagen Group, with a total of 4,233,600 vehicles sold (official data), up by 0.6% year-on-year. That is to say, in 20 19, China's sales accounted for nearly 40% of Volkswagen's global sales, among which FAW-Volkswagen and SAIC-Volkswagen both sold more than 2 million vehicles, which had absolute appeal in the China market.

In contrast, Toyota sold1620,000 vehicles in China in 20 19 (official data), accounting for only 15% of its global sales. But a visible trajectory is that Toyota has exerted its strength in the China market and achieved positive growth for five consecutive years; Conversely, the contribution of China market is also increasing.

On the one hand, against the background of a 65,438+00% decline in the domestic market, Toyota achieved a 9% positive growth in China. On this basis, Toyota has set a sales target of 654.38+0.76 million vehicles in 2020; On the other hand, in 20 19, its sales volume in China surpassed Japan for the first time and became the second largest single market of Toyota (the largest single market was the United States, with sales volume of 2.383 million vehicles in 20 19).

In all fairness, the gap between Volkswagen and Toyota Million Club is not enough to spend a lot of money. Volkswagen and Toyota also pointed out that the current sales volume is not the focus of the company's attention, but more importantly, the product performance and financial performance.

The third place is Renault-Nissan Alliance, with sales of 9,222,665 vehicles in 20 19, down 5.9% year-on-year. Renault-Nissan Alliance acquired Mitsubishi on 20 16, aiming to attack the world's first automobile group. In 20 18, the sales volume exceeded10 million, which was three points higher than that of Volkswagen and Toyota. However, in 20 19, due to Ghosn's flight and leadership turmoil, the alliance even heard the news of disintegration, which had a negative impact on its operation. Without strong leaders, 2020 may be even less optimistic.

▌ American winter?

Today's GM has gradually slipped from the position of being in the first echelon with Volkswagen and Toyota.

In 20 19, GM's sales volume was 77,44714, down by 10.7%, making it the only manufacturer on the list that dropped by more than 10%. Focusing on China, SAIC-GM sold 65,438+0,463,300 vehicles in China in 2065,438+09, of which Buick brand sold 837,300 vehicles, down 65,438+09% year-on-year; The cumulative sales volume of Chevrolet brand was 4,654.38+0.35 million, down 24.8% year-on-year; Cadillac sold 2,654.38+0.25 million vehicles in 2065,438+09.

Analysts pointed out that GM's single-minded promotion of three-cylinder engines in a large area is one of the reasons that directly led to the classic model Waterloo. According to the data of the Federation, in 20 19, SAIC-GM ranked third among domestic car companies, achieving sales of19.69 million vehicles, down 18.7% year-on-year.

Here, GM interprets the negative story of Volkswagen Group: "If you lose China, you lose the world".

Look at Ford again. Although it still ranks sixth on the list of 20 19, the total sales volume is only over 4.9 million, less than 2 million compared with the fifth Hyundai, and the gap with the 7 million second echelon composed of GM and Hyundai is obvious.

Like GM, Ford, which lost its China, sold 567,854 vehicles in China last year, down 26. 1% year-on-year. Changan Ford is the unit with the largest decline in Ford China. According to the sales data released by Changan Automobile, the cumulative sales volume of Changan Ford in 2065 was 438+ 083,987 vehicles, down 565,438+year-on-year.

Ford's dilemma in China is sales volume, financial loss and backward products. The good news is that Ford's self-help since 20 18 is making it better. Ford China was fully upgraded to an independent business unit last year, and released the Ford China 2.0 strategy. More than 30 models are planned to be launched in the next three years, among which new energy models exceed 10, which is expected in the future. According to the latest data, Ford China sold 65,438+046,473 vehicles in the fourth quarter, up 65,438+065,438+0.8% from the previous quarter.

In 20 19, in the China market where German and Japanese are rising, the share of American has dropped to less than 10%, which directly led to the decline of Detroit Big Three in the global automobile market.

Fiat Chrysler (FCA) and PSA merged at the end of 20 19, but the sales in 20 19 were not merged, and they were still calculated independently, achieving 4360 186 and 3 176473 respectively. The total sales volume of the two groups in 20 19 was 7,536,659 vehicles, which has surpassed the 7,203,538 vehicles of Hyundai Kia Group and is expected to hit the top five in the world in 2020.

In addition, it is worth mentioning that Daimler Group, as the only luxury brand on the list, achieved 2,623,037 vehicles in 20 19, up 3.3% year-on-year. Relying on the strong performance of its Mercedes-Benz, it became the leader of luxury cars, surpassing BMW Group.

The data shows that in the China market in 20 19, the total sales volume of Mercedes-Benz and smart brands reached 702,10,000 vehicles, up 4% year-on-year; Among them, Mercedes-Benz brand delivered 693,500 new cars, up 6.2% year-on-year, and the sales volume in 20 19 nearly doubled compared with the same period in 20 15.

At the same time, in the "20 19? In the SUV year, almost every SUV segment launched by Mercedes-Benz in China has welcomed new models or modified models, including new GLE, GLS, GLB and modified GLC. The SUV family contributed about 1/3 to the overall sales of the brand.

Overall, the global auto market has entered a new round of down cycle. Some analysts believe that one of the reasons for the shrinking global automobile sales last year was the shrinking demand in China, the world's largest automobile market. China's economic expansion slowed down, the credit market grew slowly, the demand for used cars increased, and the government raised the threshold of carbon emission regulations, resulting in a decrease of more than 20 18 10%.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.