Fight for C-bit! Car companies have a good test in half a year

The first half of 2018 has passed. With the release of the first half of the year, the semi-annual situation of the passenger car market has gradually become clear, and just last week, the China Automobile Dealers Association issued the "China Automobile Dealer Inventory Warning Index". According to the VIA (Vehicle Inventory Alert Index), the car dealer inventory warning index for June 2018 was 59.2%, up 5.5 percentage points from the previous month and up 1 percentage point year-on-year. The inventory warning index was above the warning line, indicating that the dealers The market sentiment situation in June was judged to be inferior to that in May, and the entire market showed a downward trend. Despite this, from the already announced sales of car companies, they are basically good news. Of course, those who can actively pre-release data are sure to be confident in their "half-year test" results.

Group: GAC and SAIC achieved full growth

In the first half of the year, among the six major automobile groups, GAC and SAIC were the first to show their transcripts.

Guangzhou Automobile Group produced 195,300 vehicles in June and sold 179,900 vehicles. From January to June, the cumulative production and sales volume exceeded 1 million units, achieving a year-on-year and quarter-on-quarter growth. The passenger car brands dominated by Guangqi Honda, GAC Toyota, GAC Chuanqi and GAC Mitsubishi continued to grow. At present, the proportion of Guangzhou Automobile Group's models in various market segments is relatively even, and it is growing steadily in a balanced situation. The launch of a series of heavyweight new cars has played an absolute role in boosting the overall sales of GAC Group. As for the goal of achieving a 10% year-on-year increase in sales in 2018, it is still necessary to wait for the market test in the second half of the year.

In the first half of the year, SAIC Group's vehicle sales reached 3,520,018 units, a year-on-year increase of 10.88%. From the perspective of its various business segments, the self-owned brands achieved continuous growth. In the first half of the year, SAIC passenger car sales reached 359,007 units, up 53.67% year-on-year; SAIC Datong sales 66,617 units, up 36.58% year-on-year. In the joint venture sector, SAIC Volkswagen, SAIC-GM, and SAIC-GM-Wuling achieved sales of 1,020,494 units, 1,051,635 units and 957,680 units respectively in the first half of the year. At the same time that SAIC Volkswagen took the joint venture sales volume, SAIC GM's sales structure was also optimized. For the second quarter sales, for example, Buick sold 230,454 units in the second quarter; Chevrolet sold 131,895 units in the second quarter. The growth rate was 22%; Cadillac's sales in the second quarter reached 48,712 units, a year-on-year increase of 19%. At the same time, Cadillac's overall sales exceeded 110,000 units last year.

It is worth noting that in the first half of this year, both SAIC and GAC Group have made rapid efforts in the field of new energy sources and achieved good results. Among them, GAC New Energy's cumulative sales in the first half of the year also reached 6,301 units, achieving more than 20 times growth; in the SAIC new energy sector, Roewe Internet new energy vehicles exceeded 10,000 units in consecutive months, and sales in the first half of this year exceeded 40,000 units. , an increase of 214%.

Japanese: Toyota and Nissan go hand in hand

Japanese brands have all disclosed data for the first half of the year. Nissan, Toyota, Mazda and Mitsubishi have maintained a relatively high growth rate in the first half of the year. Honda is slightly behind the recall.

In June, the sales volume of Nissan's new car in China reached 131,000, with a growth rate of 10.4%; the cumulative sales in the first 6 months exceeded 720,000, an increase of 10.75. The most popular is the Sylphy this Shenzhou, a single monthly sales breakthrough. 40,000 vehicles, accounting for more than 30% of the total daily production. In the first half of the year, the cumulative sales volume of Dongfeng Nissan was 531,000 units, an increase of more than 11%, mainly due to the joint efforts of the SUV and the sedan market. The Qichen brand was also very fierce in the first half of the year, with a cumulative sales volume of 72,000 units, an increase of nearly 16%. Zhengzhou Nissan is not far behind, with sales of 28,000 units in the first half of the year, an increase of 9.5%. Toyota sold 117,800 vehicles in China in June, an increase of more than 10%. The cumulative sales volume in the first six months was 680,000, an increase of 9%. Among them, GAC Toyota's performance was quite amazing. In June, sales reached 51,000 units, an increase of more than 30%. In the first half of the year, the cumulative sales volume exceeded 250,000 units, an increase of 16.4%. GAC Toyota's eighth-generation Camry and Leiling family sales increased by more than 30% in the first half of the year, helping Guangzhou Automobile Toyota to sell more than 50,000 vehicles for two consecutive months. Dongfeng Honda’s unfavorable year of the year led to a 6% drop in Honda’s sales in China in June to 108,000 units, with cumulative sales of 609,000 units in the first half of the year, down 6.4% year-on-year. Data show that in June, Dongfeng Honda sold 46,700 units, down 20.9% year-on-year. The decline in CR-V sales was the reason for the decline in sales of Dongfeng Honda. The car sold 7,135 new cars in June, 1-6 The cumulative monthly sales volume was 32,728 units, which was more than double the 79,747 units in the same period last year. Guangqi Honda performed well in June, with a year-on-year increase of 9.8% to 61,300 units. The cumulative sales volume in the first half of the year was 337,600 units, a slight increase of 0.1%. The good news is that the Accord after the new generation has passed the capacity climbing period, and the terminal sales have already exceeded 10,000. In Mazda, FAW Mazda sold 59,070 new cars in the first half of this year, up 0.4% year-on-year. Attz and CX-4 became the sales force of FAW Mazda. The average monthly sales of the two cars can reach 5,000. Compared with FAW Mazda, Changan Mazda’s sales in the first half of the year were much more dazzling. In the first half of the year, it sold 86,772 new cars, an increase of 13.1% year-on-year. Angkeira has become the sales support of Changan Mazda, which can reach sales data of around 10,000 per month. As of June, GAC Mitsubishi has achieved positive growth for 23 consecutive months, with cumulative sales reaching 75,000 units in the first half of the year, an increase of more than 39%. Of course, Mitsubishi's excellent performance is almost contributed by the Outlander. In the first half of the year, its sales reached 56,000 units. Therefore, GAC Mitsubishi urgently needs to introduce more models, and the Eclipse Cross Yangge listed in the second half of the year has been highly anticipated.

Reversal: Beijing Hyundai's sales increased

Last year, influenced by various factors, the Korean car suffered a large-scale sales decline. In the first half of this year, the situation has reversed. Beijing Hyundai recently released data: In the first six months of this year, Beijing Hyundai sold a total of 380,000 vehicles, a year-on-year increase. 25%, led, new Elantra and SUV family sales have achieved substantial growth, leading the cumulative sales exceeded 100,000 units, a two-fold increase over the same period last year. Beijing Hyundai's SUV models contributed a total of 137,000 units of sales, a year-on-year increase of 72%.

Dongfeng Yueda Kia's sales data for June has not yet been released, but its sales in January-May were 145,300 units, an increase of 31% year-on-year. It is estimated that sales in June will not be low, and the growth rate in half a year may be higher than that of Beijing Hyundai. From the trend point of view, the Korean car seems to have entered a new rising channel, out of the shadow of the 2017 market decline.

Luxury car: Mercedes-Benz is expected to win the semi-annual championship

After losing to Audi in 2017, Mercedes-Benz is expected to taste the championship in the first half of this year. From January to June, Mercedes-Benz and smart brands sold 348,004 units in China, a year-on-year increase of 14%. Among them, 58,179 new cars were sold in June, up 12% year-on-year.

After three consecutive months of rapid growth, Audi's sales in June showed a decline. According to the latest data, the FAW-Volkswagen Audi brand sold a total of 43,851 new cars in June (excluding imported cars), which appeared last year. 5.6% negative growth. As of June, Mercedes-Benz's cumulative sales in China have exceeded 35,000 Audi. BMW has not announced its sales in China in the first half of the year, but according to the sales of its various models, its total sales volume has a certain gap with Mercedes-Benz. Mercedes-Benz is basically the first in the first half of the year.

The brand of the second camp of the luxury car also announced its performance. The cumulative sales of Lexus in China in the first half of the year reached 68,726 units, a year-on-year increase of 14%. Among them, ES still won the sales champion of the imported luxury car market, with a cumulative sales volume of 29,227 vehicles in half a year. In the first half of the year, the sales volume of Lexus hybrid vehicles in China reached 22,101 units, a year-on-year increase of 50%. Affected by the new import tariff policy, Lexus has adjusted the price of all the models sold in China as a “all-import luxury brand”, which will also make Lexus products in a more favorable market position.

Volvo sold 61,480 vehicles in China in the first half of the year, up 18.4% year-on-year. It is worth noting that on July 2, Volvo announced the official drop, which started the first shot of the Chinese auto market in the second half. The proposed retail price of a total of 11,693 auto parts will be adjusted from now on, with a maximum drop of 55%.

Cadillac achieved rapid growth in the first half of the year, with a total sales of 112,325 units, a year-on-year increase of 39%. It became the second-largest automobile brand after BBA (Benz, BMW, Audi) and continued to lead the second-tier luxury brand camp. Cadillac's compact SUV, the XT4, will be officially launched in the fall and is expected to be another growth point for Cadillac.