The strong recovery of the auto market in June: New energy vehicles are expected to exceed 5.5 million vehicles throughout the year

The 21st Century Business Herald reported that on July 6, the China Automobile Association released data that the sales volume of the automotive industry was expected to be completed in June, a month-on-month increase of 34.4%, and a year-on-year increase of 20.9%. 1202,000 units, a year -on -year decrease of 7.1%.

Since March this year, due to factors such as local area epidemic, the domestic auto market has continued to decline sharply from March to May. With the ease of the production of automotive production towns such as Jilin and Shanghai, and the introduction of a series of promotional expenses policies, the auto market was significantly recovered in June.

In terms of the passenger car market, according to the preliminary statistics released by the Passenger Federation on July 6, the national passenger car market retail sales of 1.926 million units in June, an increase of 22%year -on -year, an increase of 42%over the same period last month; 2.11 million units, an increase of 37%year -on -year, and an increase of 33%over the previous month.

According to the Federation of Federation, with the strong launch of the national purchase tax policy and the further optimization of epidemic prevention and control measures, governments at all levels have recently introduced a package to boost the economy and promote consumer policy. The transactions have been improved.

Regarding the trend of the second half of the year, the Federation of Federation pointed out that the current stimulus policy can support sales to recover, but the start-up period of policy start-term consumers are not in a hurry to buy a car. It will obviously exit the policy in the fourth quarter.

Although the cumulative growth rate of the auto market has still increased negatively during the year, the strong recovery of the auto market in June has greatly relieved the pessimism since April.

"It is still more optimistic about the car market in the second half of the year. The consumption toughness is very strong, and the expected (passenger car market) increases the expectation of 2 million vehicles." On July 6, Cui Dongshu, the secretary -general of the Federation of Federation, was interviewed by the 21st Century Business Herald. Show.

Raise production capacity to release market demand

As the impact of the epidemic in major production areas gradually relieved, the supply chain was gradually repaired, and the production capacity and market demand of the epidemic in April and May began to be released in June due to the lag of the epidemic.

In March and April of this year, Changchun and Shanghai, which accounted for about 20%of my country's automobile output. A large number of component companies gathered around Shanghai, and component companies have more serious influences that have been disconnected from the supply of components, affecting the production and sales rhythm of most car companies in the country. In April, the scale of automobile production and sales fell by more than 40 %, a monthly low of the same period in the past ten years.

However, the proportion of car suppliers in the Yangtze River Delta and other places in May continued to increase, and the supply chain was restored. In June, while the supply of vehicle companies' production capacity was greatly improved, the introduction of the vehicle purchase tax reduction policy was introduced to the car market injecting a strong needle.

During the supply side, during the April and May, some enterprises stopped working and suspended production, logistics transportation was greatly hindered, and the production supply capacity declined sharply. In June, most car companies' production and supply had been approaching the output that was nearing up to normal and was pursuing the previous two months of losses. For example, according to data released by GAC Group, the production of GAC Honda and GAC Toyota increased by 49.78%and 26.58%year -on -year in June.

The recovery of the retail terminal is affected by multiple factors. In June, the retail super -strong sales were better than the trend expectations of the policy in the industry.

First of all, the policy of halving the car purchase tax has enhanced the enthusiasm of some consumers; secondly, due to the obvious market warming, the dealer's confidence has increased, the awareness of the channel inventory is strong, and the sales rhythm improved significantly. In addition, in order to ensure that the state promotes the country to promote the promotion In the first half of the year, the consumer policy must be really effective, so that consumers have been affordable to buy cars. Recently, some mainstream car companies have added preferential activities to make up for the sales loss caused by the preliminary epidemic and impact the semi -annual goals.

However, Cui Dongshu pointed out that due to the pressure of rising costs and serious losses of manufacturers and dealers, with the rise of sales and the successful completion of the target, the trend of rising in the future price of auto market will become increasingly obvious.

New energy vehicle sales or a record high of history

The new energy vehicle market continues to maintain high growth, still the biggest highlight of the domestic auto market. According to preliminary estimates of the Federation of Federation, the wholesale sales of the national new energy passenger car market in June are expected to reach 546,000, a sharp increase of 130%year -on -year, showing a strong and good growth trend, which may hit a record high.

Tesla China, which was previously affected by the epidemic, has the most obvious production capacity improvement effect. According to data from the Federation of Federation, it is expected that Tesla's sales in July are 78,000 units, an increase of 142%month -on -month and a year -on -year increase of 135%.

In June, the new energy market of mainstream domestic manufacturers in the passenger car market performed very strong, especially BYD showed a super high -growth trend.

On July 4th, BYD announced the production and sales of production and sales in June 2022. Data show that BYD's new energy vehicle sales in June were 134,000, an increase of 162.7%year -on -year. It was already the fourth consecutive month of sales exceeding 100,000 units for the fourth consecutive month. From January to June this year, BYD's cumulative sales were 641,400 units, an increase of 314.90%year-on-year. This data has surpassed its annual sales last year (603,800 vehicles).

According to Tesla's production delivery report, in the first half of 2022, Tesla's global delivery was 564,000 units, nearly 80,000 less than BYD. BYD won the global new energy vehicle sales champion in the first half of the year. In addition, other mainstream enterprises also perform strongly. According to data from the Federation of Federation, especially the sales of SAIC -GM Wuling exceeded 40,000 vehicles, Geely Automobile, Chery Automobile, GAC Euan's sales exceeded 20,000 vehicles.

"This is the embodiment of the ability of mainstream car companies to build a car system, and it is also in line with the trend of Chinese middle -aged and elderlyization and family miniature. The obvious manifestation of the advantages of electrification, "said Cui Dongshu. In terms of new forces of car building, Weilai Automobile, Xiaopeng Automobile, Ideal Automobile, Nezha and Zero Running Automobile have delivered more than 10,000 a month in a single month. Among them, Xiaopeng Automobile, Nezha, and Zero -running cars have a year -on -year growth rate of more than 130%, and Weilai and ideal growth rates also exceed 60%.

In the second half of the year, Weilai, ideal, and Xiaopeng will have new products to be listed one after another. Previously, three products, pricing, and positioning were obviously connected to the short soldiers.

Weilai, which has experienced the empty window period of 2021, ushered in dense products this year. Among them, Weilai's first mass -produced pure electric car ET7 has been opened. In addition Delivery began in late August and September.

Xiaopeng G9, the flagship model of Xiaopeng Automobile, will be launched in August and will be officially launched in September. He Xiaopeng, chairman of Xiaopeng Automobile, and CEO He Xiaopeng said that G9 will be the best SUV within 500,000.

The ideal car released the second production car ideal L9 on June 25. It is planned to be delivered by the user by the end of August. The ideal car chairman and CEO Li wants to call it "the best home SUV within 5 million".

In terms of other new forces, Huawei's in -depth cooperation in Selis in June was 7,658 new vehicles, an increase of 524.12%year -on -year, and monthly sales continued to increase. On July 4th, the AITO brand released the medium -sized SUV asking M7, and Yu Chengdong, the executive director of Huawei and terminal BG CEO, said that "the M7 will completely surpass millions of luxury cars such as Toyota Elfa and Lexus LM."

In addition, the restarted 2022 New Energy Vehicle go to the countryside will further drive the growth of zero running and Nezha. A few days ago, the New Energy Vehicle went to the countryside in 2022 officially kicked off. The total number of participating companies reached 26 and 70 models, including Nezha V, Nezha V Pro, Zero Run T03, Zero Run C11.

With the Dongfeng of the new energy auto market, a large number of car companies will release new energy and new cars in the second half of the year, which is expected to promote the continuous attention of the new energy market.

In an interview with the 21st Century Business Herald, Cui Dongshu said that it was expected to maintain the expectations of new energy this year. It is expected that the sales scale of new energy passenger cars in 2022 will have the opportunity to exceed 5.5 million units and continue to achieve about 70%of high growth.

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