A few days ago, a number of car companies released production and sales data in July, showing a good trend in the off-season.

Among them, the sales of new energy vehicles maintained rapid growth. SAIC’s sales of new energy vehicles exceeded 100,000 for the first time, and BYD’s sales of new energy vehicles remained above 100,000 for 5 consecutive months.

With the successive deliveries of new models from major car companies, sales of new energy vehicles are expected to continue to rise in the second half of the year.

Xiangcai Securities estimates that domestic sales of new energy vehicles are expected to exceed 5.5 million in 2022.

Self-owned brands continue to develop

　　In July, my country's auto consumption showed a good trend in the off-season, and some auto companies accelerated production and sales to make up.

　　In terms of traditional car companies, BYD's production of new energy vehicles in July reached 163,400 units, and sales reached 162,500 units, an increase of 222% year-on-year.

It is worth noting that BYD has maintained a monthly sales volume of "100,000+" for 5 consecutive months.

　　In July, SAIC Motor's automobile production reached 510,300 units, a year-on-year increase of 48.09%; car sales reached 507,000 units, a year-on-year increase of 43.7%.

From January to July, the cumulative sales volume was 2.74 million units, a year-on-year increase of 3.44%, and the year-on-year growth rate of cumulative sales volume turned from negative to positive.

Specifically, SAIC's own brand sales reached 260,000 units, accounting for more than 50% of the group's total sales; SAIC's new energy vehicle sales reached 100,000 units for the first time, reaching 106,000 units, a year-on-year increase of 118.1%.

　　GAC Group's car production in July reached 233,600 units, a year-on-year increase of 42.69%; car sales reached 220,100 units, a year-on-year increase of 21.93%.

Among them, the output of new energy vehicles reached 28,000 units, a year-on-year increase of 142.52%; the sales of new energy vehicles reached 27,100 units, a year-on-year increase of 127.26%.

　　In terms of new car manufacturers, car deliveries in July all increased year-on-year, with Nezha, Leapmotor, Xiaopeng, Weilai and Lili all exceeding 10,000 monthly sales.

It is worth noting that the second echelon Nezha and Leapmotor lead the new power car companies in terms of delivery.

Among them, Nezha delivered over 14,000 vehicles in July, a year-on-year increase of 133.5%.

　　According to preliminary statistics from the Passenger Car Association, the passenger car market retailed 1.768 million units in July, a year-on-year increase of 17% and a month-on-month decrease of 9%.

"The effect of policies such as halving the car purchase tax on consumption has weakened month-on-month, and July is a low season, so the month-on-month growth rate is slower than that in June. Due to the significant effect of the policy on boosting consumer confidence, the auto market retail sales still showed a high year-on-year growth. ' said the Federation of Trade Unions.

More and more products

　　According to data released by the Passenger Federation, 11 key new models will be launched in August.

Specifically, 7 joint venture brands and 4 independent brands; 9 fuel vehicles and 2 new energy vehicles.

　　On August 7, Avita posted that Avita 11 will be officially launched on August 8.

Avita is a smart electric vehicle brand jointly created by Huawei, Changan Automobile and CATL, and its Avita 11 is the brand's first mass-produced model.

　　Celis said recently that as the company's transformation continues to accelerate, its high-end smart electric vehicle product matrix continues to enrich.

The pure electric version of the Wenjie M5 EV will be launched in September; at the same time, since the Wenjie M5 was delivered in March, it has ranked in the top ten of the new energy SUV sales list of the China Passenger Transport Association for three consecutive months, further enhancing its market competitiveness.

　　Chen Shihua, deputy secretary general of the China Automobile Association, said: "As new energy vehicles become more abundant and better in quality, consumers' recognition of new energy vehicles will continue to increase, and my country's new energy vehicle market will maintain a high growth trend."

　　Automakers are full of confidence in the development in the second half of this year.

SAIC Group said that the production and sales performance in July laid a solid foundation for further accelerating production and sales in the second half of the year and making every effort to sprint to the annual sales target of 6 million vehicles.

　　Chen Shihua said that my country's auto sales are expected to reach 27 million this year, a year-on-year increase of about 3%.

Among them, the sales of new energy vehicles are expected to reach 5.5 million, an increase of more than 56% year-on-year.

　　The Passenger Federation stated that although the state has introduced an incentive policy to halve the purchase tax of fuel vehicles, the marketization of new energy vehicles has a strong growth momentum, especially the current consumption promotion policies for new energy vehicles in various places, both in terms of subsidy amount and coverage. No less than a gasoline car.

Specifically, new energy vehicles with the same price range in Shandong and Jilin can get higher subsidy amounts than fuel vehicles. Beijing and Shanghai have introduced trade-in subsidies only for new energy vehicles, so the new energy vehicle market will continue to grow rapidly.

(Li Ai Ai)