The U.S. auto market is next to the top of the sun

  Yuan Yong

  According to the latest sales data of auto companies, General Motors will sell 2.2 million vehicles in the United States in 2021, and Toyota will sell 2.3 million vehicles in the United States.

This means that Toyota will replace General Motors in 2021 and become the best-selling car brand in the United States.

  This news aroused widespread concern in the global automotive industry, especially the American automotive industry.

Major American media have reported on this one after another.

You know, since surpassing Ford in 1931, General Motors has maintained its position as the sales champion in the US market.

  However, it is not surprising that the setting sun next to the American car sales champion is the result of the decline in the competitiveness of American car manufacturers for a long time.

  Although General Motors stated that its production and sales are obviously constrained by the shortage of chips, Toyota is also deeply affected by the shortage of chips. However, Toyota has better management and operating strategies to better deal with the negatives caused by the shortage of chips. Influence.

  Toyota's sales in the United States surpassed GM, which is by no means a single reason for the shortage of chips.

From the perspective of the global market, the sales of American car companies have long been swayed by Toyota and Volkswagen.

In 2020, Volkswagen sold more than 9.3 million vehicles, Toyota sold nearly 9 million vehicles, and GM and Ford sold more than 6 million vehicles and more than 4 million vehicles, respectively. There is a significant gap.

  From the perspective of the evolution of the American market share, in 2005, the sales of three American companies, GM, Ford, and DaimlerChrysler at the time, accounted for 57% of the American market.

But today, the combined market share of major US automakers has fallen to about 40%.

  However, no matter from the perspectives of many insiders or the performance of the capital market, the US auto industry does not seem to be pessimistic.

The main reason is that the development focus of the global automobile industry has changed. The electrification of automobiles will reshape the global industrial structure, which has made the comparison between past and current sales less important.

  Since last year, the United States has introduced a series of policies to encourage the electric vehicle industry, and major US auto companies have also transitioned to electrification.

Affected by many positives, the stock prices of Ford Motor and General Motors have shown a significant upward trend for more than a year.

Tesla delivered 936,200 vehicles for the whole year of 2021, an increase of 87.2% compared to 2020, with a market value of more than $1 trillion, making it the world's most popular car company.

  It is not difficult to explain why the United States is optimistic about regaining the commanding heights of the global auto industry.

Of course, it is not only the United States that can be optimistic.

In the face of a new period of technological change and more market possibilities, countries such as China, Germany, and Japan can all have confidence in occupying an important role in the global automotive market.

  Yuan Yong