After the end of the epidemic, are the cars that my friends should buy almost ready?

China's auto market released its report card in July 2020, when car sales reached 2.112 million, down 8.2 per cent from June but up 16.4 per cent from the same period last year.

In the first seven months of this year, car sales in China were 12.365 million, down 12.7% from a year earlier, but this figure is better than the figures for the previous six months.

The decline in production and sales from January to July was 5.0 and 4.2 percentage points lower than that from January to June, respectively.

It can be inferred from the data that the impact of COVID-19 's epidemic on the automobile market, whether positive or negative, is gradually declining.

The market is returning to normalization.

July features: month-on-month decline, year-on-year increase

2020H1, the sales trend of China's auto market, was "smashed" by the epidemic.

The pit appeared in February.

At one point, passenger car sales in China fell 85.93 per cent to 227000 in February 2020. There was a sharp rebound in March, but only 1.056 million vehicles.

However, when it comes to Q2, China's auto industry climate index shows that the performance of the auto industry has picked up somewhat from the previous quarter. The total production and sales of cars in June reached 2.325 million and 2.3 million respectively.

Car sales fell in July, not only 8.2% lower than in June, but even 82000 fewer than in May.

But the July figure was 16.4% higher than the same period last year, up from 14.5% and 11.6% in May and June.

February during the Lunar New year and July and August in the last ten days of each year are usually off-season for car sales.

In additionThe demand of consumers suppressed during the epidemic has been basically released in Q2.The decline in car sales in July was still acceptable.

With the acceleration of the resumption of work and production, the retaliatory growth of sales has come to an end, and sales in the auto industry have begun to return to the level they should have been if there had been no epidemic.

From the perspective of subdivided models, the "rise" of established new energy owners and new car-building forces is gratifying, which shows the development prospects of new energy vehicles; passenger vehicles increased by 5.3% year-on-year; commercial vehicles increased by 59.6% year-on-year.

Most homegrown models, Japanese and American brands are doing pretty well.

But SAIC Volkswagen, the old big company, is not very OK.

Tesla, Inc. homeopathic decline, the new power of car-building sales "take off"

The trend characteristics of new energy vehicles are the same as those of the overall automobile market.

China produced 100000 new energy vehicles in July, up 15.6 per cent from a year earlier.

From January to July, the output of new energy vehicles was 496000, down 31.7% from the same period last year.

Sales of new energy vehicles reached 98000, up 19.3% and 5.5% year-on-year.

Among the main varieties of new energy vehicles, compared with last month, the production and sales of pure electric and plug-in hybrid vehicles showed a certain decline.

Compared with the same period last year, the production and sales of pure electric vehicles and plug-in hybrid vehicles increased, of which the growth rate of pure electric vehicles is more obvious.

Speaking of the new energy vehicle market, for several months in a row, the hottest topic must be Tesla, Inc..

From a new energy giant to a commercial aerospace "vanguard", Musk's cosmic "ambition" made Tesla, Inc. 's share price "rocket launch" nearly tripled to become the star of American stock stars in the past five months.

In July, Tesla, Inc. sold 11041 vehicles in China in July, according to the Federation of passengers.

In June, Tesla, Inc. 's Model 3 still swept China's new energy market with friendly prices, excellent driving experience and high-tech design and configuration.

However, sales fell by nearly 26.17% in July compared with the 14954 Model 3 outbreak in June.

At present, the Tesla, Inc. Model Y production line in Shanghai is under construction as planned, and the first delivery is expected to be achieved in 2021.

When it comes to sales figures, BYD was pretty good in July, but the number declined.

BYD sold 15100 new energy vehicles in July, down 8.9% from a year earlier. From January to July, BYD sold a total of 75800 new energy vehicles, also down 53.29% from a year earlier.

Compared with China's auto market, which became a full member in April this year, BYD's recovery lags far behind the whole industry. Analysts said that this is mainly due to the continued downturn of its main new energy vehicle sector in the first half of the year.

After entering July, with the recovery of the new energy vehicle market, BYD's sales also improved.

In addition to Tesla, Inc. and BYD, the outstanding performers in China's new energy vehicle market are the ideal of its own brand and NIO Inc..

NIO Inc. 's car sales in July can simply be described as "take-off".

NIO Inc. Automobile is committed to "creating a pleasant lifestyle for users" by providing high-performance intelligent electric vehicles and the ultimate user experience.

According to NIO Inc. 's official figures, future car deliveries in July totaled 3533, up 322.1 percent from a year earlier, more than four times the number delivered in the same period last year, although down from 3740 in June.

Among them, the continued version of NIO Inc. ES6 420km delivered 2610 units in July, an increase of 287.8% over the same period last year, ranking first in pure electric SUV for ten months in a row.

So far, NIO Inc. has opened 136 stores in China, including 22 NIO Inc. centers and 114 NIO Inc. spaces, with a sales network covering 87 cities across the country. At the same time, the NIO Inc. exchange power station has been built, covering 64 cities.

Its subsequent release of EC6 will be marked with Tesla, Inc. 's Model Y. Li Bin, founder and chairman of NIO Inc., expressed great confidence in the competition with Tesla, Inc..

Li Auto Inc. bucked the trend in the off-season in July.

Ideal ONE sold 2516 vehicles in July 2020, up 33 per cent from June. Li Auto Inc. 's performance shows a trend of "latecomers catching up" among his peers.

Since its delivery in December 2019, Li Auto Inc. has sold a total of 12182 ideal ONE units from January to July 2020, which is far ahead of the large-scale SUV in new energy, with sales about 3.23 times that of the second.

But Li Auto Inc. also has two hidden worries: the risks associated with add-on electric vehicles and the current reliance on a single model.

Both ideal and NIO Inc. have been listed in the United States as Chinese-listed stocks.

NIO Inc. Automobile was the first to go public in the US stock market.

NIO Inc. currently has a market capitalization of $16.8312 billion. Shares closed at $14.210 on Aug. 11, up 5.89% from yesterday and 248.28% from the first trading day after IPO.

Li Auto Inc. followed, listing on July 30 and closing at $13.7328 billion as of Aug. 11. Its shares, which sold at $11.50, closed at $16.42 on Aug. 11, but down 2.78% from the previous day.

Independent brands strive to win in a stable situation, fearless of the export promotion of the epidemic.

Among the traditional independent brands, the most powerful one is FAW Red Flag.

It sold 17500 vehicles in July, up 99 per cent from a year earlier. From January to July, Red Flag's cumulative sales rose 108 per cent to 87500 vehicles, meeting its annual sales target of 200000 vehicles. FAW Red Flag as a domestic independent high-end brand, the market holding quantity is relatively small.

In terms of time, the surge in sales of the brand may have something to do with the FAW Red Flag H9, which went on sale on July 15.

Red Flag H9 positioning of medium and large cars, the length of more than 5 meters, the time to market has been postponed twice. However, because the top version of the model's V-shaped six-cylinder mechanically supercharged engine is suspected to be the same as the products once sold by another joint venture car brand at a low price, it is alleged that there may be "false high prices".

SAIC GM Wuling and SAIC Chase have both achieved rapid growth.

SAIC GM Wuling sold 130000 vehicles in July, up 19.8 per cent from a year earlier. This is the fourth month in a row that Wuling has achieved positive year-on-year sales growth.

On the one hand, the heat in the new energy vehicle market is not reduced.

Overall sales of SAIC-GM Wuling new energy vehicles reached 10764 in July, up 70 per cent from a year earlier. Among them, the Hongguang MINI EV mini new energy vehicle sold 7348 units in the first week on the market.

This Hongguang MINI EV is small in shape and cheap, coupled with the positioning of new energy, it is very suitable for the daily transportation of urban white-collar workers. in addition, it is not surprising that Wuling has been ridiculed as a "magic car" in the past.

On the other hand, SAIC GM Wuling miraculously tore a hole in the overseas market, which was depressed under the epidemic.

In July, SAIC GM Wuling exported 2658 cars per set, an increase of 66 per cent over the same period last year. From January to July, SAIC GM Wuling's overseas production and sales exceeded 44000 units per set, an increase of 37% over the same period last year, and overseas market sales exceeded 2 billion yuan, up 35% from the same period last year.

As the first global strategic model of SAIC GM Wuling in overseas markets, Baojun 530 has exported more than 20, 000 vehicles worldwide, making it the most exported Chinese-made SUV this year.

SAIC Chase sold 15518 vehicles, up 39.7% from a year earlier. Shanghai passenger cars sold 51000 vehicles in July, down 2.0 per cent from a year earlier.

There are also Chery cars that have made some achievements in export.

Chery Group sold 55922 cars in July, up 14.2% from a year earlier. Among them, automobile exports reached 9032, an increase of 39.7 percent over the same period last year, and a total of 53000 cars were exported in the first seven months. Japan and South Korea are on the rise, and most of the joint venture brands are doing well. Among them, Japan and South Korea renewed efforts, statistics of the six Japanese joint ventures rose in an all-round way.

Japanese brands sold well in July. Toyota sold 165600 vehicles in July, up 19.1% from a year earlier. Guangzhou Auto Honda sold 69187 vehicles, up 24.5% from a year earlier. Honda sold 136646 vehicles in July, up 17.8 per cent from a year earlier.

Nissan sold 120945 vehicles in July, up 11.6 per cent from a year earlier.

Mazda sold 17750 vehicles in July, up 4.1 per cent from a year earlier. Some analysts said that this is because the brand "caters to consumers, puts down its posture, and the product is reduced in price", so it has achieved good results.

Korean Dongfeng Yueda Kia sales exceeded 20,000 to 20,000 vehicles, an increase of 17.5% over the same period last year, and has maintained steady growth for four consecutive months.

German BMW has not yet released sales figures for July, but it performed well in the Chinese market in the first half.

BMW's global business is miserable. 2020Q2, BMW posted its first quarterly loss since the financial crisis in 2009. BMW lost 666 million euros before interest and tax in the second quarter, compared with a profit of 2.2 billion euros in the same period last year.

2020H1 BMW Group sold 962572 new cars worldwide (including BMW, MINI and Rolls-Royce), down 23% from a year earlier. However, the Chinese market has saved BMW's face.

In 2020, H1 BMW achieved 17% year-on-year growth in the Chinese market, with sales of 212600 vehicles.

Mercedes-Benz, which also did not release figures for July, sold relatively well in China in the first half of the year.

2020H1 Mercedes-Benz delivered about 346000 new cars in China, which has basically returned to the level of the same period last year.

Mercedes-Benz also achieved 21.6% year-on-year growth in the second quarter, thanks to the overall recovery of China's auto industry.

By contrast, life for the public is not so easy.

German SAIC-Volkswagen continued to decline in July, with sales falling 7.6 per cent year-on-year to 134000 vehicles.

Combined with the data for the first half of 2020, SAIC-Volkswagen fell 25.3%, outperforming the market, and its share fell 0.3 percentage points. Some analysts say that SAIC-Volkswagen has no breakthrough in many aspects, which is the main reason for its sales decline.

The specific reasons include the failure of vehicle design to meet the needs of the main consumer in the current market, the slow progress of electrification transformation, the decline in the performance of its brand Skoda, and the competitive pressure brought by Nissan, Hyundai, Lecker and other brands.