New energy vehicles have brought about a revolution in automobiles. In the past, traditional fuel vehicles have gradually gone downhill. Under such circumstances, many car companies have seized the future market of new energy vehicles.
After the National Development and Reform Commission announced the start of the study of the fuel vehicle exit schedule, the market's enthusiasm for new energy vehicles was once again ignited. In addition to the sharp rise in the stock price of new energy vehicles in the A-share market, the layout of listed companies in the field of new energy vehicles has also increased. On the evening of October 9th, the sales and sales data of many automakers in September showed that the sales volume of traditional passenger vehicles dropped significantly, but the sales growth of new energy vehicles became the new bright spot in the market in September.
At present, passenger cars are divided into ordinary cars, multi-purpose passenger cars (MPV) and sports multi-purpose passenger cars (SUVs). Judging from the sales data released by many car companies, consumers' enthusiasm for purchasing MPVs and SUVs has declined. In September, the production and sales volume of Haima Automobile decreased by 47.96% and 51.1% respectively, of which the sales of basic passenger vehicles decreased by more than 55% year-on-year, and the sales of SUV and MPV also decreased significantly.
Guangzhou Automobile Group's sales of passenger cars in September were 186,800, of which MPV sales showed a downward trend, down 28% from the same period last year. Sales of cars and SUVs showed an increasing trend.
Jianghuai Automobile's automobile production and sales in September fell by 28.77% and 32.42% respectively. Among them, only car sales increased by 13.64% year-on-year, and sales of SUV and MPV decreased by 65.32% and 5.69% respectively. The sales and sales data of Shuguang Co., Ltd. in September also showed that the sales of SUVs were not good.
However, pickup sales accounted for the “big head†of Shuguang shares. In September, it sold 1830 pickup trucks, an increase of more than 40% compared with last year. In addition, the sales of passenger cars of Shuguang shares dropped from 13 vehicles in September last year to 3 vehicles this year. The sales of medium-sized buses of Ankai passenger cars dropped by more than 30%.
In the sales of commercial vehicles of Jianghuai Automobile, the sales volume of medium-sized trucks increased by more than 140%, the sales volume of large-sized passenger vehicles increased by more than 129%, and the sales of other models such as light-duty trucks and medium-sized passenger vehicles all declined.
From the production and sales data, pure electric passenger cars are becoming a new bright spot for car companies. Changan Automobile sold a total of 262,000 vehicles in September, down 11% year-on-year. However, sales of new energy vehicles reached 6,192. Jianghuai Automobile sold 3021 pure electric passenger cars in September this year, an increase of 81.44% year-on-year, and produced 3,368 pure electric passenger cars, an increase of 178.12%.
In fact, in recent years, the decline in sales of traditional fuel vehicles, coupled with the country's subsidies for new energy vehicles, has had a certain impact on the profits of some listed companies. For example, Jianghuai Automobile announced on the evening of October 9 that the net profit for the first three quarters of this year is expected to decrease by about 80% compared with the same period of last year, mainly due to the decline in subsidies for new energy vehicles and the decline in sales of passenger vehicles. However, due to the increased acceptance of new energy vehicles by consumers, the enthusiasm of listed companies to transform new energy vehicles has also increased significantly.
Haima Automobile announced on September 29 that the company's wholly-owned subsidiary, Haima Automobile Co., Ltd., signed an agreement with Guangzhou Xiaopeng Automotive Technology Co., Ltd., and the two parties will jointly develop, produce and sell Xiaopeng New Energy Vehicle. It is initially determined that the production capacity of the agreed products is 50,000 vehicles/year. The first agreement product is expected to be in volume production by the end of 2017.
In the A-share market, the stock price of new energy automakers has also increased recently, which shows that the market is full of confidence in the new energy auto industry. On October 9, the straight flush vehicle index rose 4.78%. Among them, Haima Automobile, Jianghuai Automobile and Ankai Bus were up, and FAW Cars rose 9.1%. Yaxing Bus, Jinbei Automobile, Jiangling Motors and BYD rose more than 5%.
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