CAAC expects Tesla to sell 100000 vehicles in China in 2020

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 CAAC expects Tesla to sell 100000 vehicles in China in 2020


In July, automobile production and sales continued to grow year on year. Chinas automobile production and sales reached 2.201 million and 2.12 million respectively, down 5.3% and 8.2% month on month (compared with the previous month), and increased by 21.9% and 16.4% year-on-year (compared with the same period of last year).

From January to July, 12.314 million and 12.365 million vehicles were produced and sold respectively, with a year-on-year decrease of 11.8% and 12.7%, 5% and 4.2 percentage points lower than those in January June.

The CAAC said that with the positive results achieved in the overall promotion of epidemic prevention and control and economic and social development, the overall recovery of economic operation continued to be better. In particular, driven by various consumption promotion policies, market players accelerated the pace of resuming business and resuming the market, residents outbound consumption increased orderly, market vitality gradually increased, and market sales continued to improve. In this context, the automobile production and sales continued the warming trend since the second quarter and maintained a good running situation. From the year-on-year production and sales, the automobile production and sales continued to show a double-digit growth. Among them, the contribution of commercial vehicles to the growth of the overall automobile market is still very obvious under the strong pull of trucks; four types of trucks are still growing strongly, among which the monthly sales growth rate of heavy trucks is more than 80%. Passenger cars continued to grow year on year in the same month, and the growth rate also increased.

The production and sales of passenger cars kept increasing year on year. In July, the production and sales of passenger cars were 1.729 million and 1.665 million, respectively, down 3.9% and 5.6% on a month on month basis, with a year-on-year increase of 13.2% and 8.5% respectively. Among them, the output of the four sub models increased, only MPV sales decreased year-on-year, while the sales of other models increased. From January to July, the production and sales of passenger cars were 9.483 million and 9.533 million, respectively, down 17.8% and 18.4% year-on-year, and the decline rates were 4.7% and 4% lower than those in January June. Among the main types of passenger cars, compared with the same period of last year, the decline rate of production and sales of four categories of passenger cars continued to narrow compared with January to June.

The production and sales of commercial vehicles continued to show a substantial growth year on year. The production and sales of commercial vehicles were 472000 and 447000, down 10.4% and 16.6% month on month, and increased by 70.3% and 59.4% year on year. From January to July, the production and sales of commercial vehicles were 2.831 million and 2.832 million, up 16.4% and 14.3% year-on-year, 6.9% and 5.7% higher than that of January June. Compared with the same period of last year, the production and sales of passenger cars decreased, while the production and sales of freight cars maintained a rapid growth.

The production and sales ratio of new energy vehicles decreased slightly, and the year-on-year growth rate changed from negative to positive. In July, the production and sales of new energy vehicles were 100000 and 98000 respectively, down 2.4% and 5.5% month on month, and increased by 15.6% and 19.3% year on year. Among them, the production and sales of pure electric vehicles were 79000 and 78000, respectively, with a year-on-year growth of 17.9% and 24.2%; the production and sales of plug-in hybrid electric vehicles were 21000 and 19000, respectively, with a year-on-year growth of 7.8% and 2.7%.

From January to July, the production and sales of new energy vehicles were 496000 and 486000, with a year-on-year decrease of 31.7% and 32.8% respectively, and the decline rate continued to narrow compared with January June. Compared with the same period of last year, the production and sales of pure electric vehicles and plug-in hybrid electric vehicles decreased year-on-year, and the decline rate was narrower than that from January to June.

The market concentration of key enterprise groups is higher than that of the same period. From January to July, the top ten auto sales enterprises (groups) sold 11.036 million vehicles, accounting for 89.3% of the total auto sales. Compared with the same period of last year, the sales volume of FAW, Changan and brilliance increased slightly, while other enterprises decreased to varying degrees, among which SAIC and Chery showed a more obvious decline.

Xu Haidong, deputy chief engineer of the China Automobile Association, said that judging from the current development situation, the annual sales volume of domestic new energy vehicles is expected to be 1.1 million, of which Tesla is expected to sell 100000 vehicles. For the whole years auto sales, Xu Haidong said the forecast of a 10% - 20% year-on-year decrease is still maintained.

For the future overall sales market, CAAC reminds that, from the perspective of industry development trend, although the production and sales growth momentum is good this month, the enterprise and terminal inventory growth is obvious. Therefore, enterprises should pay attention to the change of inventory and avoid increasing the burden of enterprises due to excessive inventory. CAAC said it noted that a series of policies to promote consumption issued by the state are gradually playing a role, which is good for the development of the automobile market in the long run; in the first half of the year, the policies to promote consumption in various places have come to an end, and relevant policies will be introduced in order to hedge the impact of the epidemic situation. However, the efforts to directly promote automobile consumption may be weakened and the pace of policies will be slowed down. The CAAC hopes that local governments will introduce more policies with a wider range of benefits and more stable policies, and ensure that they are implemented as soon as possible. Therefore, industrial enterprises should pay close attention to the changes in the domestic market and the implementation of national and local policies, timely adjust the pace of production and operation, and steadily promote the high-quality development of enterprises. Source: surging news editor: Wang Fengzhi_ NT2541

For the future overall sales market, CAAC reminds that, from the perspective of industry development trend, although the production and sales growth momentum is good this month, the enterprise and terminal inventory growth is obvious. Therefore, enterprises should pay attention to the change of inventory and avoid increasing the burden of enterprises due to excessive inventory. CAAC said it noted that a series of policies to promote consumption issued by the state are gradually playing a role, which is good for the development of the automobile market in the long run; in the first half of the year, the policies to promote consumption in various places have come to an end, and relevant policies will be introduced in order to hedge the impact of the epidemic situation. However, the efforts to directly promote automobile consumption may be weakened and the pace of policies will be slowed down. The CAAC hopes that local governments will introduce more policies with a wider range of benefits and more stable policies, and ensure that they are implemented as soon as possible. Therefore, industrial enterprises should pay close attention to the changes in the domestic market and the implementation of national and local policies, timely adjust the pace of production and operation, and steadily promote the high-quality development of enterprises.