Economic operation of automobile industry in September 2019

According to the statistics and analysis of China Automobile Industry Association, in September, the automobile entered the traditional "golden nine silver ten" sales peak season From the completion of production and sales data in September this year, compared with last month, it shows a significant recovery, and the year-on-year decline of industry sales is also narrowed compared with last month, but the decline is still large, continuing the decline trend since last July China's automobile production and sales have been the same for 15 consecutive months Compared with the decline, new energy vehicles have also declined for three consecutive months, and the consumption momentum is still in a state of insufficient From the perspective of passenger car models, all models in this month show a year-on-year decline, and the pressure faced by enterprises has not been effectively improved; commercial vehicles are relatively good, and the production and sales of this month show a positive growth Since this year, the international environment has become increasingly complex and grim, the growth of world economy and trade has slowed down Under the background of global economic downturn, prominent domestic structural contradictions and Sino US economic and trade frictions, China's economic downward pressure has increased, but the economy is still operating in a reasonable range Despite the overall stable development of macro-economy, China's automobile industry, under the influence of unfavorable factors such as insufficient consumer confidence and early switching of six national standards in some regions, is generally weak, especially in the first half of the year, there was a decline of more than 10% In the third quarter, under the influence of a series of policies to stabilize employment, finance, foreign trade, foreign investment, investment and expectations, the decline in automobile production and sales narrowed Generally speaking, the operating characteristics of the automobile industry in September are as follows: 1 Automobile situation (1) the year-on-year decline of automobile sales narrowed in September, and the year-on-year decline of automobile sales narrowed The production and sales volume respectively completed 2.299 million and 2.271 million vehicles, an increase of 11% and 16% over the previous month, a decrease of 6.2% and 5.2% over the same period of last year, a decrease of 5.7 percentage points over the previous month, and a decrease of 1.7 percentage points over the previous month From January to September, the production and sales of automobiles were 18.1849 million and 18.371 million respectively, with the production and sales volume down 11.4% and 10.3% compared with the same period of last year, and the production and sales volume down 0.7 percentage points compared with that from January to August (2) The market pressure on passenger vehicles is still high in September The production and sales of passenger vehicles completed 1.865 million and 1.931 million respectively, an increase of 10.1% and 16.8% over the previous month, a decrease of 7.9% and 6.3% over the same period of last year, a decrease of 7.2 percentage points over the previous month, and a decrease of 1.4 percentage points in sales From January to September, the production and sales of passenger vehicles completed 15.075 million and 15.249 million respectively, with a year-on-year decline of 13.1% and 11.7% respectively The decrease of sales volume continued to narrow compared with that from January to August According to the production and marketing of four types of passenger vehicles, the production and marketing of passenger vehicles decreased by 12.4% and 12% respectively over the same period of last year; the production and marketing of SUVs decreased by 12.4% and 9.3% respectively over the same period of last year; the production and marketing of MPVS decreased by 23% and 22.1% respectively over the same period of last year; the production and marketing of cross type passenger vehicles decreased by 10.1% and 15.1% respectively over the same period of last year (3) The sales volume of commercial vehicles increased year on year in September The production and sales of commercial vehicles completed 345000 and 340000 respectively, an increase of 15.8% and 11.6% over the previous month; the production and sales volume increased 4% and 1.9% respectively over the same period of last year This month, the production and sales of heavy trucks completed 81000 and 84000 respectively, an increase of 12.7% and 7.5% over the same period of last year From January to September, the production and sales of commercial vehicles completed 3.074 million and 3.12 million respectively, down 2.1% and 3.4% year on year According to the production and sales situation of different models, the production and sales of passenger cars were 322000 and 326000 respectively, down 5.2% and 2% compared with the same period of last year; the production and sales of freight cars were 2.752 million and 2.795 million respectively, down 1.8% and 3.5% compared with the same period of last year, among which the production and sales of heavy trucks were 851000 and 889000 respectively, with the output being the same as the same period of last year, and the sales down 0.8% compared with the same period of last year (4) The production and sales volume of pick-up trucks decreased from January to September, with 320000 and 321000 finished respectively The production and sales volume decreased by 6.4% and 4.9% respectively compared with the same period of last year, which was larger than the overall decline of trucks In terms of fuel types, gasoline vehicles show a high-speed growth trend year on year From January to September, the production and sales of gasoline vehicles were 93000 and 92000 respectively, an increase of 23% and 20.1% over the same period of last year; the production and sales of diesel vehicles were 226000 and 228000 respectively, a decrease of 15% and 12.5% over the same period of last year From January to September, the sales volume of the top five pickups totaled 213000, down 5.5% from the same period of last year, accounting for 66.5% of the total sales volume of pickups, and the concentration increased 1.7 percentage points from January to June (5) In September, the production and sales of new energy vehicles decreased by 29.9% and 34.2% respectively compared with the same period of last year Among them, the production and sales of pure electric vehicles completed 74000 and 63000 respectively, down 26.1% and 33.1% compared with the same period of last year; the production and sales of plug-in hybrid vehicles completed 15000 and 17000 respectively, down 44.1% and 38.4% compared with the same period of last year From January to September, the production and sales of new energy vehicles completed 888000 and 872000 respectively, an increase of 20.9% and 20.8% over the same period of last year Among them, the production and sales of pure electric vehicles were 717000 and 692000 respectively, up 29.2% and 27.8% over the same period of last year; the production and sales of plug-in hybrid vehicles were 170000 and 179000 respectively, down 5.4% and 0.8% over the same period of last year; the production and sales of fuel cell vehicles were 1315 and 1251 respectively, up 7.7 and 7.6 times over the same period of last year (6) The market share of China's brand passenger vehicles declined In September 2019, a total of 727000 Chinese brand passenger vehicles were sold, down 9.8% year-on-year, accounting for 37.7% of the total sales of passenger vehicles, down 1.5% year-on-year; of which, 172000 Chinese brand sedans were sold, down 13.2% year-on-year, accounting for 18.5% of the total sales of sedans, down 1.2% year-on-year; 429000 Chinese brand SUVs were sold, down 8.0% year-on-year, accounting for SUV sales 51% of the total sales, down 2.6 percentage points over the same period of last year; China's brand MPV sales were 96000, down 10.5% year on year, accounting for 75.4% of the total sales, up 2.3 percentage points over the same period of last year From January to September, the total sales of Chinese brand passenger vehicles was 5.903 million, down 18.5% year on year, accounting for 38.7% of the total sales of passenger vehicles, down 3.3 percentage points compared with the same period of last year; among them, the sales of Chinese brand sedans was 1.461 million, down 15.2% year on year, accounting for 19.7% of the total sales of sedans, down 0.7 percentage points compared with the same period of last year; the sales of Chinese brand SUVs were 3.422 million, down 18.9% year on year, accounting for SUV sales 52.2% of the total sales, down 6.2 percentage points over the same period of last year; 733000 Chinese brand MPV sales, down 23.9% year on year, accounting for 74.7% of the total MPV sales, down 1.8 percentage points over the same period of last year (7) The market concentration of key enterprise groups increased from January to September The sales volume of the top ten automobile sales enterprises totaled 16.518 million, down 9.3% from the same period of last year, 1.0 percentage points higher than the industry growth rate It accounted for 89.9% of the total automobile sales, 1.1 percentage points higher than the same period of last year (8) Auto exports increased year on year in September, and auto exports increased year on year In the same month, automobile enterprises exported 90000 vehicles, an increase of 0.9% over the previous month and 6.3% over the same period last year By model, the export of passenger vehicles this month was 66000, down 0.4% from last month, up 13.2% from the same period of last year; the export of commercial vehicles was 24000, up 4.5% from last month, down 8.9% from the same period of last year From January to September, the export of automobile enterprises reached 748000, down 8.1% compared with the same period, a decrease of 1.7 percentage points compared with January to August By model, 520000 passenger cars were exported, down 13.4% from the same period; 227000 commercial vehicles were exported, up 6.8% from the same period 2 Motorcycles (1) the production and sales of motorcycles continued to increase significantly year on year in September The overall production and sales of motorcycles were in good condition, with the production and sales volume increasing month on month and year on year, among which the year-on-year growth rate continued to accelerate In the same month, 1633000 and 1659000 vehicles were produced and sold, up 4.9% and 9.7% over the previous month, up 27.8% and 29.4% over the same period of last year, and up 0.6 and 6.2 percentage points over the previous month Among them, the production and sales of 2-wheel vehicles were 1.46 million and 1.486 million, an increase of 26% and 28.2% over the same period of last year; the production and sales of 3-wheel vehicles were 173 thousand, an increase of 44.8% and 39.9% over the same period of last year From January to September, the total production and sales of the whole industry reached 12.513 million and 12.457 million, an increase of 5.7% and 5% over the same period of last year, and an increase of 2.7% and 3 percentage points over the period from January to August (2) The export of motorcycles is higher than that in September of the same period of last year, and the export of motorcycles is increasing month on month and year on year, among which the continuous decline at the end of the year shows a small increase In the same month, the number of motorcycles exported was 606000, an increase of 6.3% over the previous month and 1.7% over the same period last year Among them, the export of second wheel vehicles was 578000, an increase of 1.2% over the same period of last year; the export of third wheel vehicles was 28000, an increase of 15.4% over the same period of last year From January to September, 5.24 million motorcycles were exported, down 6.8% from the same period last year, and the decline continued to narrow.