Compared with the decline at the beginning of the year, China auto market showed a recovery trend of first restraining and then promoting, and stepped out of a wave of "jumping tail" market.
According to the data, in 2020, the production and sales of automobiles were 25.225 million and 2531.1.000 million respectively, down by 2% and 1.9% respectively, and the decline rate was 5.5 and 6.3 percentage points lower than that of the previous year.
Specific to enterprises, Chang 'an, Great Wall and Jianghuai all showed a growth trend, while GAC, Dongfeng, Geely and BYD showed a slight decline.
Fu, executive vice president and secretary general of China Automobile Association, said that in 2020, the automobile industry showed strong development resilience and endogenous motivation, and the market recovered more than expected. Looking forward to 20021,China automobile market is expected to achieve a positive growth of 4%, reaching 26.3 million vehicles.
1, SUV sales once again surpassed cars.
From the first half of 20 18, the SUV market, which has been leading cars for several years, began to fall behind. By 2020, domestic SUV production and sales will once again surpass cars.
Specifically, automobile production and sales decreased by 10% and 9.9% respectively. The production and sales of SUV increased by 0. 1% and 0.7% respectively year-on-year. SUV is the only vehicle category that has achieved positive growth in the passenger car market this year.
Although most car companies have not announced this year's sales targets, the launch planning of SUV products has already been laid out in advance.
At present, Dongfeng Nissan, FAW Toyota and Dongfeng Peugeot have announced that they will launch brand-new Qi Jun, Crown Fang Lu and brand-new 5008 SUV models this year.
The performance of the other two car categories is also unsatisfactory. The data shows that MPV production and sales decreased by 26.8% and 23.8% respectively. The production and sales of crossover passenger cars decreased by 1.7% and 2.9% respectively.
China Automobile Association predicts that the SUV market will continue to recover in 20021year, and its contribution to growth is expected to continue to be higher than that of other passenger cars. The decline of passenger cars is expected to end with a slight increase, and the decline of cross-type passenger cars will be further narrowed.
2. FAW surpassed Dongfeng to become the second in the industry.
In 2020, the sales volume of the top ten automobile sales enterprise groups totaled 22.644 million vehicles, down 2.3% year-on-year, accounting for 89.5% of the total automobile sales, down 0.4 percentage points from the same period last year.
The top five annual sales of the Group are SAIC Motor, FAW Group, Dongfeng Motor, Guangzhou Automobile Group and Changan Automobile, with sales of 5.534 million, 3.706 million, 3.458 million, 2.043 million and 2.004 million respectively.
It is worth mentioning that FAW rose from the third place in 20 19 to the second place, Dongfeng slipped to the third place, and GAC rose from the fifth place beyond Changan to the fourth place.
The sixth to tenth places are BAIC Group, Geely Group, Great Wall Motor, Brilliance Group and Chery Automobile respectively, and BAIC has been squeezed out of the top five for the first time in recent years.
3. Japanese share is close to German, and independent innovation is low?
2020 is not a good year for legal system, German system, Korean system and China brand.
The data shows that in 2020, the cumulative sales volume of self-owned brand passenger cars in China was 7.749 million, down 8. 1% year-on-year. The annual market share of independent brands was 38.4%, down 0.8 percentage points from the previous year and still below the market red line.
In 2020, the market share of legal year will be 0.3%; Germany's annual market share is 23.9%; The annual market share of Korean department is 3.5%. It can be seen that the market share is in a downward trend.
For Japanese and American brands, 2020 is a rising year, in which the annual market share of Japanese reached 23. 1%, an increase of 1.8 percentage points over the same period of 20 19, and only one step away from German brands.
4. Does the new energy show a high and low-end development trend?
In 2020, new energy vehicles will be promising, and the annual production and sales will reach a record high.
From the annual performance, the production and sales were 6,543.8+0.36 million vehicles and 6,543.8+0.367 million vehicles respectively, up by 7.5% and 654.38+0.9% respectively, and the growth rate turned from negative to positive.
Among them, the sales volume of pure electric vehicles reached11.5 million, a year-on-year increase of 1 1.6%, and the proportion of pure electric vehicles in the total sales volume of new energy vehicles was as high as 81.63%. The sales volume of plug-in hybrid vehicles was 256,5438+0,000, up 8.4% year-on-year, accounting for 65,438+08.36% of the total sales volume of new energy vehicles.
Chen Shihua, deputy secretary general of China Automobile Association, said:
1. The cultivation of the whole industrial chain of new energy vehicles for many years has gradually matured the cultivation of supply chains in all links;
2. Under the circumstance that the relevant policies of government departments can be expected, consumers gradually have a knowledge and understanding of new energy vehicles, and the whole new energy vehicle products are gradually maturing;
3. By innovating R&D and production preparation, relevant enterprises can gradually provide a variety of new energy vehicle products to meet market demand;
4. The use environment of new energy vehicles is gradually optimized and improved. Of course, there is also the promotion of double points for new energy vehicles, and enterprises should produce and sell a certain number of new energy vehicles.
In addition, new energy vehicles are still developing at both ends. Sales of high-end electric vehicles represented by Tesla and A00-class electric vehicles represented by Wuling Hong Guang MINI have increased substantially.
"After the relevant enterprises determine these two directions, their follow-up will boost the relevant markets." In Xu Haidong's view, the future development path of new energy automobile enterprises in China will be high-end and low-end drive. In 20021year, the new energy vehicle market is expected to usher in higher growth, and the estimated sales volume is expected to increase by more than 30%, reaching 1.8 million vehicles.
In the second quarter of this year, car companies were still affected by the failure of chip supply.
Regarding the chip supply shortage reported by the media a few days ago, Chen Shihua, deputy secretary general of the China Automobile Association, said, "The chip shortage problem is real, but it is not as serious as some media reports. Mainly due to the superposition of multiple factors, the contradiction between chip supply and demand is concentrated in this period. "
The specific reasons are as follows:
1. In recent years, the global chip industry's capacity investment is relatively conservative, and the imbalance between supply and demand has been shown before the COVID-19 epidemic. The epidemic has intensified the caution of capacity investment. In the first half of the year, the chip industry conservatively predicted the consumer electronics and automobile markets. In the second half of 2020, the automobile market in China developed well and was not well prepared.
2. Driven by the development of 5G technology, the demand for chips in the field of consumer electronics has increased rapidly this year, and the chip production capacity has been challenged, which has seized the production capacity of some automobile chips. And this trend may be further aggravated at 202 1. At the same time, many chip manufacturers are reducing the necessary capital expenditure of the automobile industry, raising prices and reducing the production quota of chips in the automobile industry.
3. Affected by the second wave of COVID-19 epidemic in Europe and Southeast Asia, major chip suppliers have reduced production capacity or closed factories, further aggravating the imbalance between supply and demand of chips, leading some downstream enterprises to face the risk of chip shortage or even supply interruption;
4. With the continuous improvement of electrification, intelligence and networking of automobiles, the bicycle value of automobile chips is constantly improving, which will promote the global demand for automobile chips faster than the growth rate of automobile sales, which also directly causes the imbalance between supply and demand of chips;
"The shortage of chips started in late February of 1, which affected the production in the first quarter of 202 1 and may affect the second quarter." For the impact period, he said.