On December 9, SAIC Group (SH, 600104) released a production and sales report. In November, SAIC Group sold a total of 595,000 vehicles, a year-on-year increase of 30.29%. On this basis, SAIC Group's cumulative sales in the first 11 months reached 5.241 million units, an increase of 2.77% year-on-year, still ranking first in the domestic industry.
"Our internal sales are expected to be 5.9 million units." A person inside the SAIC Group recently told the "Daily Economic News" reporter that in the case of the overall cold market in this year, SAIC has also forecast its annual sales volume from the original The set of 6 million vehicles was fine-tuned. Even so, this means that SAIC needs to complete about 660,000 units of sales in December, which is much higher than the average of 480,000 units sold in the previous 11 months.
In addition to SAIC, the second-ranked Dongfeng Motor Company in the industry is also far from the sales plan at the beginning of this year. According to the statistics of Dongfeng Company, the sales volume in November was 412,000 units, and the cumulative sales volume in the first 11 months was 3.4 million units. There is still a gap of 600,000 units from the sales target of 4 million units set this year.
"There is no plan to adjust the annual sales target." A person from Dongfeng said to the reporter of "Daily Economic News".
At the mid-year sales volume of this year, Dongfeng Company reported a monthly semi-annual transcript of 1.84 million vehicles. At that time, Dongfeng Company still put forward the slogan of “swearing 4 million targetsâ€. Insiders analyzed that this performance has a close relationship with Dongfeng Motor Corporation's new head of the company this year.
Not only SAIC and Dongfeng, under the pressure of the downward pressure of the auto market this year, micro-growth has become the norm. However, the "Daily Economic News" reporter found that most of the companies that grew faster this year are relying on their own brands that are gradually strengthening.
Among them, Changan Automobile (microblogging) (SZ, 000625) sales report shows that sales in the first 11 months of this year increased by 8.4% to 2.532 million, of which the growth of Changan's own brand sales contributed. According to the statistics of the National Passenger Vehicle Market Information Association, the sales volume of Changan Automobile's own brand reached 1.02 million in the first 11 months, a year-on-year increase of 12%.
Jianghuai Automobile (SH, 600418) achieved sales of 532,000 vehicles, an increase of 31.6% year-on-year. The sales of independent brands became the most critical factor driving the performance of listed auto companies.
"Daily Economic News" reporter also found that among the listed auto companies, Guangzhou Automobile Group (SH, 601238) accumulated sales of 11.16 million units in the first 11 months, achieving a 13.3% growth, except for its Guangqi Honda's growth of 27.6% to 48. In addition to 10,000 vehicles, Guangzhou Automobile passenger vehicles increased by 47% year-on-year to 166,000 vehicles, which also became an important factor driving the substantial growth of GAC sales.
"This year's independent and weak joint venture situation is quite obvious. Among them, the Sino-Japanese joint venture brand performance is more eye-catching." Cui Dongshu, secretary general of the Association, told the "Daily Economic News" reporter that this has become the overall performance of the major auto companies. The key to performance.
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