·Many independent brands have completed annual sales targets in advance. Experts say that the auto market is overdrawn and it is difficult to continue next year.

According to the data of the China Automobile Association, the overall performance of the automobile market in the first 11 months of this year has already sold a total of 21.6781 million passenger cars, exceeding the sales volume in 2015. In this context, the car companies from the early stage of the cautious line, to the middle of the year to increase the amount of tasks, mapping the ups and downs of the 2016 car market. If this year's customs are approaching, under the two-way favorable policies and markets, there are many people who have completed the annual sales target ahead of schedule.

According to the statistics of the "Securities Daily" reporters, overall, the completion of independent brands is better, and the market performance of joint venture brands this year is better than the same period last year. As of November this year, Changan Automobile (000625, stock bar) has completed the sales target of 1.16 million units ahead of schedule; Geely's cumulative sales volume has exceeded 600,000 units, and it is almost 700,000 units; In 8 months, the sales target of 220,000 vehicles this year was completed.

Among the mainstream joint-venture car companies, among the car companies with a completion rate of over 90%, FAW-Volkswagen is 96.05%, SAIC Volkswagen is 90.34%, Dongfeng Nissan is 92.09%, Guangqi Honda is 91.48%, and completion rate is less than 90%. From high to low, SAIC GM is 89.18%, Beijing Hyundai 88.93% and Changan Ford 84.55%.

It is worth mentioning that the top three luxury brands have broken through the 100,000 mark, of which Cadillac led the second camp, which has achieved a year-on-year growth in sales for 44 consecutive months. The first Jaguar, the president of China and headed by Pan Qing The cumulative sales of Land Rover increased by 28% year-on-year; and Lexus, which was called “2016 is a milestone year” by Jiang Jizhe, also recorded the first sales record of 100,000 units in China in 12 years.

Independent brand leading sports car market

GAC Chuanqi reached the annual target in August

Driven by factors such as the purchase tax preferential policy and the winter car buying boom, this year's independent brand performance is particularly eye-catching. In the first 11 months, GAC Chuanqi, Geely and Changan have successively completed their annual sales targets.

At the CS15 off-line ceremony in January this year, Changhua Automobile President Zhu Huarong proposed the planned sales target of 1.16 million Changan brand passenger cars this year. It seems that this goal has been reached ahead of schedule in November. Data show that in the first 11 months, Changan Automobile's cumulative sales volume was 2,874,700 units, an increase of 9.96% over the same period last year. Among them, the Changan brand passenger vehicles accumulated sales of 1,168,400 units, an increase of 26%. In the month of November, Changan's eight independent models sold more than 10,000 units in November, and the CS75 ranked first with 21,978 units.

Due to the sluggish growth of the passenger car market last year, many of the car companies announced their annual target sales are relatively conservative. As the auto market gradually warmed up, it has increased its sales targets more than once, including Geely Automobile. This year, Geely Automobile first increased its 600,000 units to 660,000 units, and then increased it to 700,000 units. The data shows that the accumulated sales of Geely in the first 11 months has reached 657,600, which is almost 700,000. From the sales in November, the total sales volume of Bo Yue, Dorsett GS, Emgrand GL and Borui has reached 43,700, accounting for 42.6% of the total sales of the month, becoming the biggest growth point of Geely Automobile this year.

It is worth mentioning that this year, GAC Chuanqi completed the sales of "small target" in only 8 months, becoming the first car to hit the line. The data shows that the cumulative sales volume of GAC Chuan in January-August was 226,000 units, which is the growth rate of up to 133% year-on-year, which led to the annual sales target of 220,000 units. At this year's Guangzhou Auto Show, the general manager of Guangzhou Automobile Passenger Vehicle Yu Jun had predicted that the annual sales volume of Chuanqi would exceed 360,000 units, and it seems that it is expected to come true.

Not long ago, SAIC passenger cars also announced the completion of the annual sales target of 240,000 vehicles. SAIC passenger car official said: "As of November 24, SAIC passenger car sales increased by more than 85% year-on-year, much higher than the overall market growth, has exceeded 260,000, and is sprinting 300,000."

From the perspective of the sales volume of its products, the strong rise of new products has become the biggest contributor to the sales of SAIC passenger cars. Sales of “Blue Core”, “Green Core” and “Internet” models accounted for more than 78%. Among them, the Roewe RX5, which has received much attention since its listing in July, has become the sales force of SAIC passenger cars in the second half of the year. In October, it also entered the top ten in the domestic SUV market for the first time.

Joint venture brand is better than the same period

Second-line luxury car collective "collision line" success

Judging from the statistics of Securities Daily, among the mainstream joint-venture car companies, FAW-Volkswagen and SAIC-Volkswagen have completed more than 90% of the annual target, and it is not difficult to reach the final "line collision".

In 2015, FAW-Volkswagen sold 1.643 million units a year, which was missed by the sales target of 1.85 million units. This year, FAW-Volkswagen reduced its annual sales target to 1.82 million units based on 1.85 million units last year. In the first 11 months of this year, FAW-Volkswagen's cumulative sales volume was 1,748,200 units, and 96.05% of the annual target has been completed.

SAIC Volkswagen still has some distance. In the first 11 months, SAIC Volkswagen's cumulative sales volume was 1,068,800 units, a gap of 193,200 units from its sales target (2 million units) this year. According to statistics from the Federation, in the first 11 months of this year, SAIC Volkswagen's monthly sales volume was 208,300 units, the lowest was 132,000 units.

Also in the first 11 months of this year, the target completion rate of more than 90% of the joint venture car companies are Dongfeng Nissan and Guangqi Honda. In the first 11 months of this year, Dongfeng Nissan's cumulative sales volume was 994,600 units, and it has completed 92.09% of its annual sales target (1.08 million units); Guangqi Honda's cumulative sales this year was 567,200 units, and 91.48% of its target (620,000 units) has been completed. . However, from the market performance this year, the two car companies should not be too difficult to achieve sales targets.

The car companies ranked third in the third echelon with a completion rate of less than 90% were SAIC GM, Beijing Hyundai and Changan Ford. Among them, SAIC-GM's accumulated sales in the first 11 months of this year were 1,667,700 units, which achieved 89.18% of the annual target (1.87 million units), Beijing Hyundai's cumulative sales volume was 996,000 units, and the target (1.12 million units) completed at 88.93%. Changan Ford The cumulative sales volume was 845,500 units, and the target (1 million units) completion rate was 84.55%.

The reporter noted that the collective good for the joint venture brand is also reflected in the 100,000 mark of the top three of the second-tier luxury cars including Cadillac, Jaguar Land Rover and Lexus.

As of November 25, Cadillac's cumulative sales in 2016 reached 1,016 units, an increase of 51.3% year-on-year. At this point, Cadillac has achieved year-on-year growth in sales for 44 consecutive months, leading the second camp of luxury cars and the fastest-growing luxury car brand this year. Although Jaguar Land Rover has not released its sales data for November, according to insiders, 11 In the month, its sales in China increased by 42% year-on-year. Accordingly, the cumulative sales of Jaguar Land Rover in the first 11 months reached 105,000 units, an increase of 28% year-on-year, exceeding the task. Recently, Jaguar Land Rover first set up the president of China and Pan Qing took this position, which further highlights its emphasis on the localization process. In January-November 2016, Lexus sold a total of 98,500 vehicles in China, and in December In the peak season of the car market, there is no suspense in breaking through the 100,000 mark. In fact, this will be the first time that Lexus has sold 100,000 units a year since it entered China for 12 years. It is no wonder that Lexus China Executive Deputy General Manager Jiang Jizhe said that 2016 is a milestone year for Lexus in China.

In this regard, in fact, Cui Dongshu, secretary-general of the National Federation of the Federation, had long expected, and he said that due to China's purchase of 1.6 liters and below displacement passenger cars to implement a halved vehicle purchase tax concessions, consumer demand has been released.

However, according to previous policy plans, the purchase tax concessions will expire on December 31, 2016. Some people in the industry are not worried about the reporters. With the expiration of the auto purchase tax preferential policies at the end of the year and the excessive overdraft of purchasing power, it is difficult for auto consumption to maintain rapid growth.

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