In the last two months of the year, I suddenly found that I have been busy for a year, I didn’t make money, what went home for the New Year?
Yes, it is the famous car industry. According to the national statistics of the Automotive Industry, the automotive industry operating income is 1878.8 billion yuan in the third quarter of this year, a year-on-year decline in the three-quarter of the automotive industry profit of 92.3 billion yuan, a year-on-year operating income profit margin is 4.9%, The historical grain is huge relative to 8.1% in the third quarter of last year.
Although car profit will be 380 billion yuan in this year, 1% year-on-year, it is also difficult to cover the grief of the car industry profit in the third quarter.
There is no profit, exempt from
There is no harm. The most people who will make money – Toyota has just announced the financial report of the second quarter, and the year-on-year increase in the year (2021.4.1-202.3.31) of the second quarter (7- September) 48%, which is benefited from car demand rebounds and yen soft. Toyota’s second-quarter revenue profit was $ 750 billion (6.58 billion US dollars), an increase of 48% year-on-year; net profit was 626.6 billion yen, a year-on-year increase of 33.2%; net profit margin was 8.3%, last year of 6.9 %.
In fact, Toyota has a large impact on chips and other key components, including significant cuts in the Chinese market. Yield, but the yen is weakly boosted by the company’s domestic profits in Japan, and the car inventory continues to reduce the price of new cars, boosted the profit margin. As the profit dairy cattle in the auto industry, Toyota is really God.
From this, the most direct pain brought to consumers is that since the three quarters of the automog enterprises have not made money, it is estimated that the inability of the four-quarter powerful promotion. \”In October This year, the supply capacity of car companies in the car is far from expecting. The inventory is slow, which will lead to unable to sprint at the end of the year.\” The multiplier said, it is expected that the profit growth rate of automotive industry in the fourth quarter of this year is very pressure. It is possible to face a full-year profit.
Simple sentence, usually hope that there is a lot of promotion in the year of the car market, this year’s probability will not Appeared.
Not only is the shortage of hardness, provoking the disaster
This year is a profit lumbar in the three quarters of the car industry? Difficulty! This is what the earth is known. The multiplier is judged that the deficiencies are expected to lose 1.5 million vehicles in 2021. Regarding the problem of short-core problems, some mitigates have been obtained in October, experts predict that the shortening of next year will also affect the market, will become a buffer stage in February, and then it is expected to gradually recover to demand or guide the market pattern.
Actually, the shortage is only one of the main reasons. This year is too difficult for automobile companies. It is too difficult to increase cost, and the profit margin is not low. The story of the chip is less than a few times, the price of steel has risen, and the price of plastic has risen. The glass prices have also risen. It is exposed to magnesium element shortage, and global copper, nickel, manganese, and cobalt prices. Rushing the high … There is too much factor in the life pulse of the car industry.
The reality is such a tragic: car manufacturers do not make money, do not make money, do not make money; consumer discounts are also reduced … feel uncomfortable in the outside.
New energy sells crazy
low profit margin, not It means that sales is low. In October, the new energy car was sold crazy. China Automobile Association data shows that in October, the production and sales volume of new energy vehicles in October reached 397,000 and 383,000, an increase of 12.5% \u200b\u200band 7.2% from the previous month, a year-on-year growth of 1.3 times. From January to October, new energy auto production reached 2566,000, and 25.42 million, a year-on-year increase of 1.8 times.
According to this trend, the new energy vehicle has exceeded 3 million units throughout the year. At the same time, the penetration rate of new energy vehicles has soared. The multiplier data shows that in October, the domestic retail penetration rate of 18.8%, the penetration rate of 1 -10 is 13%, and the penetration rate of 5.8% in 2020 has doubled.
Wulinghong, BYD and Tesla have become a winner. Among them, Hongguang Mini reached 4,7834 in October, up 131.9% year-on-year, while hegemony car, new energyThe source car two columns. Interestingly, in addition to the macro Miniev, small electric cars Chery EQ, Corlais Clever, Benben EV also squeezed into list TOP15, and sales have exceeded 6,000. Hong Kong MINI has already exploded the story of selling without making money, and even lost money, the fate of such small electric vehicles can also be imagined.
In October, the company with a new energy sales exceeding 10,000 vehicles have 8,03,373, and 54,391 Tesla China, SAIC’s general five-riling 42133 vehicles, 2,4085 Vi. A cargo a passenger car, 12064 Guangzhou, Guangqi Egyan, 10,138 Xiaopeng Motors. Among them, the BYD family is full of flowering, the top ten is exclusively 4 seats, and the top five is exclusively 3 seats, which can be described as a comprehensive sales champion.
About Tesla, Light watch Tesla Model Y is only 13303, with September It is very obvious compared to the decline, the ranking has fallen to the third place. But in October Tesla China’s wholesale sales was 5,4391, including 40,666 exports, and the domestic retail volume was only 13,725, and Model Y sold 13,303 vehicles, while Model 3 sold only 422 in China. Tesla’s strategy can only experience themselves.
\”Golden Nine Silver 10\” outlet
Yes, in addition to new energy The car market is red, the remaining two months in 2021, the test of China’s car market is still very serious. According to the following group, the domestic narrow passenger car market sales reached 17.74 million, a year-on-year decreased by 14.0%, an increase of 8.4% from the previous year; the accumulated sales of 162.224 million units were increased, an increase of 8.7% year-on-year. \”Golden Nine Silver 10\” has not highlighted the true color.
Finally, be a bold prediction, the first three passenger cars in the market should be FAW-Volkswagen, SAIC Volkswagen, SAIC These three old will, although the old brands are very fierce, Geely is affected by the supply chain, so it is still difficult to rank among the top three. In October, FAW-Volkswagen returned to the championship, the SAIC Volkswagen raised the runner-up of four thousand vehicles, followed by Geely.
Next Friday, 2021 Guangzhou Auto Show is that it is the final feast of the auto industry industry, everyone is most concerned about which new Model, new technology? Please leave a message in the comment area and we will bring back the report.