据日产中国公布的最新销量，日产汽车中国区含乘用车和轻型商用车两大事业板块在内的9月销量为61,395辆，环比上涨24.78%，同比下滑3.80%。其中东风日产（包括日产、启辰和英菲尼迪品牌）销量为57,741辆，环比上涨24.23%，同比下降5.81%。1-9月，日产汽车中国区含乘用车和轻型商用车两大事业板块在内的累计销量为496,998辆，同比下滑9.10%。In September, the domestic sales of passenger vehicles in China reached 2.068 million vehicles, with a month-on-month growth of 18.6% and a year-on-year decrease of 1.8%; In September, Honda's cumulative sales of terminal vehicles in China were 62,586, up 9.88% month-on-month and down 42.93% year-on-year.
On October 12, according to Caixin, in September, the domestic sales of passenger vehicles in China were 2.068 million units, with a month-on-month growth of 18.6% and a year-on-year decrease of 1.8%; The export volume of passenger vehicles was 0.457 million units, up 4.5% month-on-month and 20% year-on-year. Among them, the domestic sales of traditional fuel passenger vehicles were 0.94 million units, a decrease of 0.402 million units compared to the same period last year, with a month-on-month growth of 18.3% and a year-on-year decrease of 30%.
After two consecutive months of recovery in the fuel vehicle market, Japanese brands are aiming to achieve a bottoming-out rebound in the final stage of 2024.
According to the latest sales figures released by Nissan China, the sales volume in September, including passenger vehicles and light commercial vehicles, totaled 61,395 units, up 24.78% month-on-month and down 3.80% year-on-year. Among them, Dongfeng Nissan (including Nissan, Venucia, and Infiniti brands) sold 57,741 units, up 24.23% month-on-month and down 5.81% year-on-year. From January to September, the cumulative sales of Nissan vehicles in China, including passenger vehicles and light commercial vehicles, totaled 496,998 units, down 9.10% year-on-year.
Guangzhou Toyota, which has always played a leading role in Sino-Japanese joint ventures, sold 70,567 units in September, up 11.96% month-on-month and down 15.07% year-on-year. In terms of individual models, the sales of Sena, Camry, and Highlander were 9,308 units, 16,644 units, and 6,988 units respectively, with Sena achieving a new monthly sales record.
Honda's sales in China also showed signs of recovery. In September, Honda's cumulative sales of terminal vehicles in China were 62,586 units, up 9.88% month-on-month and down 42.93% year-on-year; From January to September, Honda's cumulative sales of terminal vehicles in China totaled 588,018 units, down 29.27% year-on-year.
Looking at Honda's joint venture companies in China, the latest production and sales announcements from Guangzhou Honda and Dongfeng Honda show that Guangzhou Honda's sales in September were 35,130 units, down 42.82% year-on-year, with a cumulative sales of 309,169 units from January to September, down 29.06% year-on-year; Dongfeng Honda's sales in September were 31,316 units, down 56.26% year-on-year, with a cumulative sales of 307,231 units from January to September, down 25.5% year-on-year. It is worth noting that this marks the third consecutive month of over 50% year-on-year decline for Dongfeng Honda.
Honda's sales in China are under comprehensive pressure. Apart from market competition factors, the shift towards new energy in production capacity at the two major joint venture companies is also a major reason. On October 11, Honda's first global new energy factory – Dongfeng Honda New Energy Factory started production, with an annual production capacity of 120,000 new energy passenger vehicles. The initial production models include Lingxi L and YS7 pure electric models. According to the plan, Guangzhou Honda New Energy Factory will start production in November.
As of the time of publication, FAW Toyota has not yet released the sales data for September.
On October 12, the latest data from the China Passenger Car Association shows that the mainstream joint venture brands sold 0.53 million vehicles in September, a decrease of 22% year-on-year but an increase of 10% month-on-month. Among them, Japanese brands accounted for 12.6% of retail sales, a year-on-year decrease of 4.0 percentage points.
"Policy incentives have a significant driving force on the high-end car market. We also expect the overall auto market to achieve more comprehensive growth, especially with the recovery of the rbob gasoline market, in order to realize the 'strong in both fuel and electric' feature, thus expanding the scale of the consumer market." Looking ahead to the 'Silver October' and the fourth quarter, Cui Dongshu, Secretary-General of the China Passenger Car Association, gave an optimistic forecast, 'This year, the effect of 'Golden September' is very prominent, and we can look forward to the sales performance in 'Silver October'. As the weather gets colder and the autumn harvest is completed, the buying enthusiasm in rural areas will gradually increase, and the new energy vehicles and mid- to low-end rbob gasoline vehicle market will also gradually heat up."
