iiMedia Research data show that in August 2020, Tesla, NIO, LI and other auto companies share price changes caused a lot of concern, in addition to XPEV to the United States listing, all make "new energy vehicles" become the focus of social attention. iiMedia consulting analysts believe that the heat of new energy vehicles will continue to rise, but with subsidies will inevitably affect consumers' willingness to buy to a certain extent, the industry will enter a brutal phase of elimination.
In June 2020, China's auto industry will gradually return to the right track, and passenger vehicle production and sales will have a certain increase. In the narrow sense, the top ten in terms of comprehensive sales volume of passenger vehicles are mostly joint venture brands, and only Geely Automobile and Changan Automobile are shortlisted for independent brands. In terms of car quality, in the first half of 2020, there were 93 recalls in the automotive industry, and the total number of recalls was about 3.2144 million vehicles, an increase of about 16.4% over the same period last year. Engine problems are the main reason for automobile recalls, with a total of 2,612,700 vehicles being recalled, accounting for more than 80%.
In April 2020, the production and sales volume of China's auto industry exceeded 2 million units, slightly higher than the same period last year. Among them, the situation of strong commercial vehicles and weak passenger vehicles is still more obvious. iiMedia Research believe that a series of national macro-control policies have provided a strong guarantee for hedging the impact of the epidemic and stabilizing economic operation, especially active and stable monetary policies, which provide huge loan support and debt support for local enterprises Has a certain positive effect.
The 2020 Spring Festival arrives earlier than in previous years. The time before the Spring Festival is short, and a large number of consumers have the intention to delay the purchase of cars. At the same time, the Spring Festival holiday is a vacuum period for car sales, and the car market sales in January are relatively bleak. From the data point of view, in January 2020, China's auto sales were 1.941 million, a 26.98% decrease from the previous month; after that, it decreased by 18.00%. The output and sales of various types of vehicles all showed a decrease from the previous month.
本报告研究涉及企业/品牌/案例：上汽集团，广汽集团，北京汽车，吉利汽车，东风汽车，比亚迪，中国重汽，宇通客车，江铃汽车，一汽轿车，金龙汽车，江淮汽车，一汽夏利，一汽大众，上汽大众，东风日产，吉利汽车，上汽通用，上汽通用五菱，长安汽车，长城汽车，北京现代，东风本田，北汽EU系列，北汽EC系列，宝骏新能源，奔腾B30 EV，Aion S，奇瑞eQ，荣威Ei5，朗逸BEV，启辰D60 EV，宝马5系 PHEV，哈弗H6，CS75，博越，途观，探岳，比亚迪宋，荣威RX5，CR-V，哈弗M6，途岳，五菱宏光，别克GL8，宝骏730，宝骏RM-5，宝骏360，风行，ELYSION，奥德赛，G10，风光330，轩逸，朗逸，速腾，宝来，卡罗拉，帕萨特，桑特纳，英朗，雷凌，北汽EU系列
iiMedia Research found that, overall, although passenger car models in 2019 were lower than in previous years, in terms of December, China's passenger car output was higher than the same period last year. However, in December 2019, there were 1,400 data on China's automobile complaints, a year-on-year increase of 216% and a month-on-month increase of 67.4%. Among the complained cars, more than half were mid-range cars (52.94%); of which, the engine and drive train were the two most complained types. Ai Media Consulting analysts believe that strengthening the quality of automobiles and their after-sales services is a necessary measure to promote automobile sales at present.