Reporter of China Industry NewsMa Yan
According to the latest data released by the China National Association, in November, automobile production and sales were 30930,000 units and 2.97 million units, up 7% and 4% m/m, respectively1%, an increase of 29 year-on-year4% and 274%。The production and sales of new energy vehicles exceeded 1 million, which was the first time that the monthly production and sales of new energy vehicles exceeded one million.
In November, the auto market continued to be hot, with the help of the 'Double 11' promotion and other consumption waves, the demand for car purchases was further released, and the market performance continued to improve and exceed expectations. In the same month, the production and sales of automobiles increased month-on-month and year-on-year, passenger cars continued to have a good trend, commercial vehicles maintained rapid growth, and new energy vehicles and automobile exports led the industry growth. Chen Shihua, deputy secretary-general of the China National Association, said that with the continuous emergence of policy effects, auto shows and activities around the country continue to exert force, coupled with the final month of the company's final sprint, it is expected that the automobile market will continue to improve in December, and reproduce the "tail" phenomenon at the end of the year. Automobile production and sales are expected to hit a record high throughout the year, exceeding expectations to achieve the annual target.
In November, the production and sales of passenger cars reached 27050,000 and 26040,000 units, up 7% m/m6% and 47%, an increase of 25 year-on-year6% and 253%。From January to November, the production and sales of passenger cars were 2,34410,000 and 232720,000 units, up 8% and 9% y/y, respectively3%。
According to Chen Shihua's analysis, the reason for the rapid growth in November was affected by the tail factor at the end of the year on the one hand, and the low base in the same period last year on the other hand.
It is worth noting that the market share of Chinese brand passenger cars has grown rapidly year-on-year. In November, a total of 155 Chinese brand passenger cars were sold60,000 units, up 4% month-on-month8%, a year-on-year increase of 379%, accounting for 59 percent of total passenger car sales7%, an increase of 5 percent over the same period last year4 percentage points. From January to November, a total of 1,297 Chinese brand passenger cars were sold80,000 units, a year-on-year increase of 238%, accounting for 558%, an increase of 6 percent over the same period last year6 percentage points.
In addition, high-end brand passenger cars increased month-on-month and year-on-year. In November, the sales volume of domestically produced high-end brand passenger cars reached 420,000 units, an increase of 10% month-on-month9%, a year-on-year increase of 93%。From January to November, the sales volume of domestically produced high-end brand passenger cars reached 40340,000 units, a year-on-year increase of 142%。
In November, the production and sales of commercial vehicles were 3880,000 and 3660,000 units, up 2% m/m6% and 03%, an increase of 64 year-on-year9% and 446%。Among the main varieties of commercial vehicles, compared with the previous month, the production and sales of passenger cars showed double-digit growth, and the output of trucks increased slightly and the sales volume decreased slightlyCompared with the same period last year, the production and sales of buses and trucks increased significantly.
In November, compared with the previous month, the production and sales of light trucks increased to varying degrees, and the production and sales of the other three types of trucks decreased to varying degreesCompared with the same period last year, the production and sales of the four major types of trucks showed rapid growth. In the subdivision of passenger cars, compared with the previous month, the production and sales of the three major types of passenger cars have increased to varying degrees;Compared with the same period last year, the production and sales of light passenger cars increased significantly, and the production and sales of the other two major types of passenger cars showed a double-digit decline.
From January to November, the production and sales of commercial vehicles totaled 36710,000 and 36660,000 units, an increase of 25% y/y4% and 218%。Among the main varieties of commercial vehicles, compared with the same period last year, the production and sales of buses and trucks showed double-digit rapid growth.
From January to November, among the main varieties of trucks, compared with the same period last year, the production and sales of the four major types of trucks showed double-digit growth, among which the growth rate of production and sales of heavy trucks was more obvious. Among the main varieties of buses, compared with the same period last year, the production and sales of the three major types of buses have increased to varying degrees.
Chen Shihua analyzed that last year's low base, this year's economic recovery, infrastructure investment, increased exports and other factors superimposed, making this year's commercial vehicle market recover rapidly, better than expected at the beginning of the year.
In November, new energy vehicles continued to develop well, and production and sales hit a record high. The production and sales of new energy vehicles reached 107 in the same month40,000 and 10260,000 units, up 8% m/m7% and 73%, an increase of 39 year-on-year2% and 30%, with a market share of 345%。Among the main varieties of new energy vehicles, compared with the previous month, the production and sales of the three major types of new energy vehicles have increased to varying degreesCompared with the same period last year, the production and sales of the three major types of new energy vehicles showed rapid growth.
Chen Shihua said that in November, the production and sales of new energy vehicles exceeded 1 million, which was the first time that the monthly production and sales of new energy vehicles exceeded one millionIn November, the penetration rate of new energy vehicles reached 345%, which has exceeded 30% for 7 consecutive months.
From January to November, the production and sales of new energy vehicles totaled 84260,000 and 83040,000 units, up 345% and 367%, with a market share of 308%。Among the main varieties of new energy vehicles, compared with the same period last year, the production and sales of the three major types of new energy vehicles showed double-digit growth.
In November, the domestic sales of new energy vehicles were 9290,000 units, up 117%, a year-on-year increase of 339%；New energy vehicle exports 970,000 units, down 218%, a year-on-year increase of 16%。From January to November, the domestic sales of new energy vehicles were 72120,000 units, a year-on-year increase of 317%；New energy vehicle exports 10910,000 units, a year-on-year increase of 835%。
From January to November, the total sales volume of the top 10 enterprise groups in the sales volume of new energy vehicles was 72070,000 units, a year-on-year increase of 473%, accounting for 86% of the total sales of new energy vehicles8%, up from 6 in the same period last year2 percentage points.
In November, the automobile was exported 4820,000 units, down 1% month-on-month1%, a year-on-year increase of 463%。By vehicle type, passenger car exports were 4070,000 units, down 33%, a year-on-year increase of 47%;Commercial vehicle export 760,000 units, up 128%, a year-on-year increase of 427%。From January to November, automobile exports were 44120,000 units, a year-on-year increase of 584%。Passenger car exports totaled 3.72 million units, reflecting a 65% y/y increase1%；Commercial vehicle exports 6920,000 units, a year-on-year increase of 298%。
From the perspective of enterprise performance, in November, among the top ten vehicle export enterprises, SAIC's export volume reached 1080,000 units, a year-on-year increase of 83%, accounting for 22% of total exports4%。Compared with the same period last year, Chang'an's export growth rate was the most significant, with exports reaching 350,000 units, a year-on-year increase of 15 times. From January to November, among the top ten vehicle export enterprises, in terms of growth rate, BYD exported 2160,000 units, a year-on-year increase of 36 times;Chery exports 8370,000 units, a year-on-year increase of 11 times;Great Wall Exit 2830,000 units, a year-on-year increase of 848%。
Chen Shihua said that exports are an important force driving the growth of China's automobile production and sales this year.
Review: Yu Zaozao.
Editor-in-charge: Huo Yue.
Editor: Hu Na.