This report is based on the analysis of exclusive real data sources of Che E, al intelligent data model, zero-degree fitting of market cognition, expert proofreading of complex factors, global analysis of influencing factors and other professional foundations. The details of the report are as follows:
I. Hot events this month and latest policy analysis
At the beginning of March, Hubei Province introduced the largest automobile subsidy policy in history, only targeting local automobile enterprises. The policy that a mid-level car with a price of 200,000 yuan can get a maximum discount of 90,000 yuan has caused quite a stir in the auto market. Subsequently, as many as 40 automobile brands in the country were involved in the "war" and they all cut prices and "shopped". Although the sales of some models with strong promotion efforts are hot, this price war seems to have unexpectedly increased consumers' wait-and-see mood. Many consumers choose to wait and see with money, expecting further price reduction.
The spread of the phenomenon of holding money for purchase has also made March, which should be the peak season of automobile consumption, become deserted. According to the data released by the Federation, in the first three weeks of March 1- 19, the passenger car market retailed 700,000 vehicles, down 8% year-on-year and down 4% year-on-year. In the first week and the second week of the price war, the year-on-year decline was even greater-16% in the first week and 18% in the second week.
The price cut triggered the butterfly effect, and the used car market was also affected. Because the gap between the market price of new cars and the price of used cars of the same model is narrowing after some models realize the discount, this adds some uncertainty to the source of used cars and the number of consumers who come to the store. In addition, while the price changes in the new car market have caused used car dealers to be more cautious when collecting cars, many consumers who originally planned to buy used cars have begun to change their minds, and the market prosperity has decreased.
The Ministry of Industry and Information Technology issued "Guidelines for the Construction of National Automotive Chip Standard System (2023 Edition)" (hereinafter referred to as "Guidelines for Construction"), which officially kicked off the construction of the national automotive chip standard system. The Construction Guide clarifies that China plans to formulate more than 30 key standards for automotive chips by 2025; By 2030, more than 70 standards related to automobile chips will be formulated, and the status and role of each standard in the technical system of automobile chip industry will be established.
For new energy vehicles, the cost of automobile chip is second only to power battery, and it is the second highest core component of the whole vehicle. Although China's power battery industry has reached the leading position in the world, there is still a long way to go before domestic substitution in the field of automobile chips. The release of the Construction Guide is of great significance to promoting the localization of chips in China.
In addition to the introduction of relevant policies in the key area of chips, the new energy automobile industry has also become the focus of attention of many key departments. For example, the State Council will continue to exempt new energy vehicles with a purchase period of 2023 from vehicle purchase tax; The Ministry of Industry and Information Technology should stabilize the mass consumption of new energy vehicles and start the pilot of intelligent networked vehicle access and road traffic; The Ministry of Commerce guides local governments to carry out activities of new energy vehicles going to the countryside.
In addition, local governments have also introduced "fancy" policies to vigorously support the development of the automobile industry. For example, Henan vigorously promotes energy-saving and new energy vehicles; Longquanyi District of Chengdu launched a car purchase subsidy of 654.38 billion yuan; The maximum subsidy for replacing new energy passenger cars with passenger cars in Beijing is 6,543,800 yuan; Chongqing no longer implements the replacement of old cars, and the maximum subsidy for buying new cars is 3,000 yuan; Harbin launched preferential subsidy activities for car purchase. At the same time, car companies have also introduced relevant preferential policies: zero-run insured policy, all 23 models enjoy a 90-day price difference refund, Geely Automobile pushes the purchase tax by half in a limited time, Changan Automobile releases the/KLOC-0.00 billion Huimin car purchase season policy, and FAW pushes 65.438+0.5 billion yuan for Jilin Province in a limited time.
In February and March, the automobile hedging rate was ranked by department.
The data in the figure is the third-year hedging rate.
Due to the sweeping tide of new car price reduction, the value-added rate of used cars ushered in an overall decline this month. Japan, Germany, South Korea and China, which have large holdings, fell by more than 5%, and their hedge ratios dropped to 66.29%, 62.62%, 55.87% and 56.85% respectively. However, the relatively small number of American, French and British departments has dropped significantly. Compared with last month, it decreased by 15%, 16% and 15% respectively.
Analysis of hedging rate of various automobile grades in March and March
The data in the figure is the third-year hedging rate.
This month, the market hedging rates of cars, SUVs and MPVs all declined to varying degrees. The decline rates of the three factors are between 3% and 5%, which are 66.42%, 65.00% and 59.75438+0% respectively. This month's pickup truck is a surprise. Under the general trend of cars, SUVs and MPVs, the insurance rate of pickup trucks has increased instead of falling, reaching 62. 15438+0%. In recent years, the policy of canceling the pickup process in China has been intensively introduced. Up to now, 97% of cities above the prefecture level have cancelled the restrictions on pickup trucks entering the city, and the pickup truck market will usher in considerable expansion space.
Analysis on the Value-preserving Rate of Cars of Various Brands in April and March
The data in the figure is the third-year hedging rate.
In the market segment of joint venture brand cars, the value preservation rate of Japanese cars is particularly prominent. Fit, Civic, Camry, these models are all familiar popular models. Among them, the fit of the small car reached 76.45%, which was nearly 3 points higher than that of the Civic, and the third Camry kept its value at 73.48%.
In the field of self-owned brand cars, Shadow Leopard is the most valuable, with a three-year preservation rate of 65.84%. The second place is Geely Xingrui. In the automobile sales of 65,438+00-65,438+05 million yuan, Geely Xingrui has always had a good performance. In 2022, the overall sales volume will reach 1 10747 vehicles. In addition, the power, space and face value are very good, and the rate of preservation is relatively stable. The rate of preservation this month is 64.68%. The third place is from Link 03. Lectra 03, which became an instant hit through competition and good power performance, has been favored by a large number of people who love racing and pay attention to driving and handling performance every day. The rate of preservation this month is 63.03%. However, from the data point of view, compared with joint ventures and imported cars, the strength of these three models of independent brands still has a certain gap.
In terms of imported cars, the brands on the list were the same as last month, and many Porsche models took the top three. Porsche 9 1 1 became the expected champion again, with a three-year insurance rate of 94.24%. The second place is Porsche 7 18, with a hedging rate of 86.94%. The slightly weaker Panamera ranked third with a hedging rate of 83.50%. These three models can maintain a high rate of preservation in the domestic used car market all the year round, which is related to their high brand influence, high guiding price, many payment options and the relative scarcity of used cars.
Analysis on the Value-preserving Rate of SUV Brands in May and March
The data in the figure is the third-year hedging rate.
The brands on the joint venture SUV list are the same as last month. The top three brands on the list are from Toyota Highlander, Mercedes-Benz GLC and Honda CR-V. Among them, Highlander is the undisputed king in the field of medium-sized SUVs, with a three-year preservation rate of 74.86%, and it is also the champion at the same level. Among many luxury brand SUVs, Mercedes-Benz GLC performed better, accounting for 72.5438+0%. As an old best-selling car in the compact SUV market, the share of Honda CR-V has reached 70.46%.
In recent years, with the improvement of self-owned brand's car-making ability and technology and the enhancement of product strength, it has brought higher consumer recognition and possession, thus becoming more valuable as a whole. For example, the tank 300, which has won the title of independent SUV for many times, has a three-year 78.08% preservation rate nearly 4 percentage points higher than that of the joint venture Highlander. Chuanqi GS8 is the new face of this month's list. As the flagship SUV of Guangzhou Automobile Chuanqi, the first generation GS8 entered the market in 20 16, and won a place in the fierce competition with its balanced and reliable product strength and high cost performance. The rate of preservation this month is 72.53%. The third place on the list comes from Changan UNI-K, with a three-year hedging rate of 69.53%. Judging from the overall data, the strength of listed brands is comparable to that of joint venture brands.
In the field of imported brand SUVs, the TOP3 model is exactly the same as last month. With the intensification of competition in the domestic automobile market and the increase of terminal concessions, the prices of some popular imported models have also begun to decline, even more concessions than before, and the rate of second-hand car preservation has also been affected. Compared with last month, the hedge ratio of Mercedes-Benz G-Class, lexus LX and Land Rover Defender decreased slightly, which were 92.87%, 87.48% and 8 1.6 1% respectively.
Analysis of MPV hedging rate of various brands in June and March
The data in the figure is the third-year hedging rate.
In the top three MPV joint ventures this month, Japanese cars occupied all seats. Among them, Toyota Saina topped the list with a three-year 78.57% preservation rate. Odyssey and Elysee formed the "Gemini" of Honda's medium-sized MPV, ranking second and third in the list, with preservation rates of 69.66% and 67.40% respectively. Looking at the domestic market, whether it is business, official reception or ordinary multi-population families, the above models can adapt to a variety of car use environments with "zero difference".
In the MPV list of independent brands, Guangzhou Automobile Chuanqi M8 and M6 took the top two places without any suspense, with the preservation rates of 73.88% and 7 1.46% respectively. From the official layout of MPV at the end of 20 17 to now, GAC Chuanqi has passed the market test for more than five years and finally achieved good sales results. Among them, M8 ranks among the top five MPV sales lists, and it is the second highest-selling independent MPV, second only to the low-priced Wuling Hong Guang of Dora. In a sense, it should be the best spokesperson for China brand fuel MPV at this stage. Wuling Capgemini, who also won the price-performance ratio championship, won the third place in the list with a preservation rate of 63. 10%.
In terms of imported MPV, the top three are locked in Lexus LM, Toyota Erffa and Weir Law, with the preservation rates of 965,438+0.50%, 82.47% and 76.965,438+0% respectively. From the data point of view, the strength of imported MPV is still online, and the leading edge in the competition between joint venture and independent MPV is very obvious.
South China Hot Car Ranking in July and March
As can be seen from the list, cars have been well received by consumers in the southern market this month. Let's look at the top three on the list first. The sales crown is
This article comes from Che E, the author of Che Yi, and the copyright belongs to the author. Please contact the author in any form. The content only represents the author's point of view and has nothing to do with the car reform.