Entering the twelfth lunar month, the year is in a blink of an eye! At the end of the year, people are often accustomed to using one word to summarize the situation in the past year. When the China Economic Network Automobile Channel enters the twelfth lunar month in the Gengzi Year of the Chinese lunar calendar, it uses one word-“pin” to summarize and summarize the past. 2020 is the automobile industry in what Chinese people call the “Year of the Rat”.500)this.width=500″ align=”center” hspace=”10″ vspace=”10″ rel=”nofollow”/>In my country’s traditional “Liu Shu” character-making method, “Ping” is considered to be a comprehensive character, compared to pictographic and referring to things. Knowing not only has a strong ability to make characters, but it can also express many abstract meanings. “Ping” is disassembled into “hand” and “union”. The original meaning is “hands beat each other”, and it is extended to “wrestle, fight.” The vivid picture set off by a single word may appropriately show the spirit of the auto industry in the year of the Gengzi Year, facing the difficulties and fighting hard.
2020 is an extraordinary year in the history of New China. This year is the final year of the “13th Five-Year Plan”. my country’s economic and social development has made new historic achievements. Under the general background, the people of the whole country are determined, eloquent and struggling, and have achieved the only major economy in the world that has achieved positive economic growth.
Focusing on the auto industry, China has been the world’s largest auto market for 12 consecutive years. The auto industry has performed outstandingly in “fighting the epidemic and resuming production”, setting an example to drive and boost the recovery of the national economy. Facing the complex and changeable domestic and international economic environment, strong companies (or brands) have maintained steady growth, mergers and reorganizations have been partially active, and new automakers have further differentiated, and my country’s auto market has officially entered the era of “stock” competition.
The changes in the Gengzi Year are magnificent! In the coming lunar year of the rat, a systematic summary and review can better welcome the future. Using the word “spell” as a key word can not only reflect the spirit of the automobile industry, but also provide information for the upcoming new year. One year to boost morale, Eli fight again. A word pun is more profound.
500)this.width=500″ align=”center” hspace=”10″ vspace=”10″ rel=”nofollow”/>V-shaped reversal high-end cars are eye-catching-make persistent efforts
2020 is not simple and extraordinary for China’s auto industry. Faced with the huge impact of the sudden epidemic on the industry and the market, various auto companies have risen to the difficulties and boosted confidence in the country’s economic recovery and industry development. In the general environment where the external market is cold, they have accelerated the transformation of product digitalization and electrification, improved production and operation efficiency, and injected new momentum into the transformation and upgrading of the automotive industry.
According to the latest data released by the my country Passenger Car Association, in 2020, China’s passenger car retail sales reached 19.288 million, a year-on-year decrease of 6.8%. Compared with the passenger car retail sales of 7.3% in 2019, the market performance has exceeded expectations. This is also a rare achievement under the influence of the epidemic. Comparing the following two sets of data, I am afraid that our feelings will be more intuitive: In 2020, the national passenger car market fell by 41% in the first quarter and 3.6% in the second quarter; in the second half of the year, the growth rate remained at a strong rebound of around 7%, achieving The highest growth rate in the past two years has been around 7% for 6 consecutive months.
As Cui Dongshu, Secretary-General of the Travel Association, analyzed: The unexpected rebound in the macro economy and export markets is an important reason, especially in the context of the worsening epidemic in Europe and the United States. China’s export performance has been strong, stabilizing consumer confidence. In addition, high-end cars and new energy The continued growth of the market has injected a boost to the overall rebound of the market.
Judging from the annual sales performance of some high-end cars, the overall scale of the high-end car market in 2020 has been “sword-fed” at 3 million units, of which the cumulative sales of Mercedes-Benz, BMW and Audi accounted for more than 70%, and the single scale exceeded 700,000. Vehicles, once again refresh the historical scale of the head camp. In addition, Cadillac led the second-tier luxury car camp with more than 230,000 vehicles (it is expected to be on par with Lexus), followed by Volvo and Jaguar Land Rover. However, it is worth mentioning that in the high-end car camp, there is also a clear polarization trend. Judging from the market performance in 2020, brands such as Infiniti and Acura have weak product lineups and insufficient market growth. Competitive pressure.
In contrast, the high-end of its own brands is also quite bright. The Hongqi brand has achieved annual sales of 200,000 vehicles after three years of listing, which is really exciting. According to the information released by Hongqi, among the sales customers of Hongqi in 2020, 97% are individual customers, achieving market precipitation. According to the plan of Xu Liuping, Chairman of FAW Group, Hongqi’s sales target for 2021 is 400,000 vehicles. I wish to achieve good results.
In addition, the Lynk & Co brand, which was born only 4 years ago, has achieved excellent results of 175,000 vehicles in 2020. It has increased year-on-year and month-on-month for nine consecutive months. The year-on-year growth has increased by 37% year-on-year. The cumulative sales volume is close to 430,000 vehicles. In other words, Lynk&Co’s success interprets the determination and hard work of its own brands to strive for excellence. In contrast, WEY, a high-end brand of Great Wall, faced greater challenges in 2020. The annual sales of 78,500 vehicles were down by more than 20% year-on-year. Fortunately, the tank models launched at the end of the year achieved a “three-week plan to exceed 10,000 vehicles. The good momentum of “” is of great significance to boosting the WEY brand.
500)this.width=500″ align=”center” hspace=”10″ vspace=”10″ rel=”nofollow”/>The Matthew effect of the differentiation of new forces is obvious-speed up the fight
At the beginning of the New Year in 2021, Tesla once again used its “big price cut” assassin. The domestic Model Y “exploded” the domestic new energy vehicle market with a price cut of nearly 150,000 yuan, including Weilai Automobile and Xiaopeng Automobile. Many founders of new car-building forces among them have “voiced” through social media, either cynicizing or alleviating embarrassment…
Maybe Tesla founder Musk is paying tribute to the “predecessor” Henry Ford a hundred years ago, the pioneer who started the industrial revolution with assembly line production, and killed the Quartet with the low-priced “T model. In short, he shouted the rocket. God’s Musk is not terrible, but Musk, who follows the laws of the auto industry, does make competitors fearful.
2020 is undoubtedly a lucky year for the new car-making forces. Taking advantage of the “Tesla effect”, Weilai Automobile, Xiaopeng Automobile and Ideal Automobile have won the enthusiasm of the capital market, and the stock prices have repeatedly reached new highs, close to And it’s just a matter of time before the market value of more than 100 billion US dollars. I think that more than a year ago (listed in September 2018) Weilai Automobile broke the market, the stock price once fell to about $1, facing the risk of forced delisting… Between heaven and hell, it seems that there is a single thought.
Undoubtedly, my country’s new energy market is growing well and has broad prospects. According to the data released by the Passenger Federation, the wholesale sales of new energy passenger vehicles in 2020 will be 1.170 million, an increase of 12.0% year-on-year, showing a good trend of overall growth. In front of the delicious “cake”, the “tough battle” for the market has just begun. In 2020, Tesla’s cumulative sales in the Chinese market will be close to 150,000, surpassing the total of new car-making forces such as Weilai, Xiaopeng, and Ideal. . In addition, starting from 2021, North and South Volkswagen will officially launch ID electric vehicles. The planned production capacity has reached 400,000 units. Under the two-sided attack of “pursuing soldiers in the front and blocking in the rear”, the challenges and pressures of new domestic car manufacturers Unprecedented.
In addition, Xiaopeng Motors founder He Xiaopeng revealed on social media: “This year, there are probably several technology companies that have become new forces in car-making.” In addition to the recently announced news that “Geely and Baidu will jointly build cars”, and the more popular “Apple The international “blockbuster” that has joined hands with Hyundai and Mercedes-Benz to build cars… It seems that the auto industry, once known as the “sunset industry”, is ushering in the “second spring” in the wave of “new four modernizations”. (Economic Daily-China Economic Net reporter Huang Chunmian)
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Gengzi Year of the Rat-spelling! Persevere in hope and fight without regrets (Part 1)
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