Last Friday (June 11), the China Association of Automobile Manufacturers (hereinafter referred to as "China Automobile Association") released data showing that in May, my country's automobile production and sales completed 2.040 million and 2.128 million vehicles, a month-on-month decrease of 8.7% and 5.5. %, a year-on-year decrease of 6.8% and 3.1% respectively.

　　Chen Shihua said that the small decline in automobile production and sales in May was reflected in poor sales at both the passenger and commercial ends. The shortage of passenger car chips has slowed down the pace of production, and the rise in raw materials has also brought a lot of operating pressure; commercial vehicles were unified to the National VI standard on July 1, and some customers purchased in advance, resulting in a decline in sales in the past two months. The decline of heavy goods vehicles was more obvious.

　　From January to May, the production and sales of automobiles completed 10.626 million and 10.875 million respectively, an increase of 36.4% and 36.6% year-on-year respectively, and the growth rate continued to fall by 17 and 15.2 percentage points from January to April. Compared with the same period in 2019, production and sales increased by 3.6% and 5.8% respectively year-on-year, 1.5 and 1.3 percentage points higher than the growth rate from January to April.

　　The China Automobile Association stated that from January to May, the national economy continued to recover steadily, and corporate production and business activities continued to expand steadily. Among them, production rose steadily, emerging kinetic energy was cultivated and strengthened, and the service industry recovered steadily and positively. In this context, automobile consumption has remained stable overall.

　　In terms of passenger vehicles, the production and sales of 1.617 million and 1.646 million vehicles were completed in May, down 5.7% and 3.4% month-on-month and 2.7% and 1.7% year-on-year, respectively. Compared with the previous month, the growth rate changed from positive to negative. In terms of vehicle types, SUV production and sales fell the fastest year-on-year; sedan production fell, and sales were basically the same as the same period last year. Chen Shihua said, “With the rapid recovery of the base in the same period last year, the pressure on the growth of passenger car production and sales has increased significantly.”

　　From January to May, the production and sales of passenger vehicles were 8.285 million and 8.437 million, respectively, up 39.1% and 38.1% year-on-year, and the growth rate continued to drop 16.2 and 15 percentage points from January to April. Compared with the same period in 2019, production fell by 1.4% year-on-year, and sales volume increased by 0.3% year-on-year. The decline in production continued to narrow by 2 percentage points from January-April, and the sales growth rate has turned from negative to positive.

　　In addition, in May, a total of 679,000 Chinese brand passenger vehicles were sold, a decrease of 5.5% month-on-month and an increase of 18.6% year-on-year, accounting for 41.3% of total passenger vehicle sales, and their share decreased by 0.9 percentage points from the previous month. An increase of 7.1 percentage points over the same period. In terms of vehicle types, the market share of Chinese branded cars, SUVs and MPVs were 26.9%, 49.9% and 72.2% respectively. Compared with the previous month, the market shares of Chinese branded cars and SUVs all declined slightly, and Chinese branded MPVs were obviously increase.

　　From January to May, the sales of Chinese brand passenger vehicles totaled 3.507 million, a year-on-year increase of 54.7%, accounting for 41.6% of total passenger vehicle sales, and their share increased by 4.5 percentage points over the same period of the previous year. Among the major foreign brands, the sales volume of Korean brands decreased compared with the same period last year, while other foreign brands maintained rapid growth.

　　In this regard, Chen Shihua said that on the one hand, self-owned brand model products are now getting better and better, especially in terms of intelligent network connection; on the other hand, under the background of "shortage of cores", foreign brands It is to allocate chip resources from a global perspective. In order to ensure the demand for some high-end models sold abroad, it affects the domestic resource allocation. Chen Shihua reminded, “The sales of independent brands in the peak period accounted for about 45%, and there is still a lot of room for improvement.”

　　From January to May, the market concentration of the top ten sales companies was lower than that of the same period. The data shows that from January to May, the sales of the top ten enterprise groups in automobile sales totaled 9.445 million vehicles, a year-on-year increase of 35.0%, accounting for 86.8% of total automobile sales, 1.1 percentage points lower than the same period last year. Among the top ten auto sales companies, compared with the same period last year, the sales growth rate of the ten companies all exceeded 15%, of which Chery and Changan grew at around 90%.

　　Chen Shihua said that the top ten enterprise groups are basically doing very well in traditional models, but they are relatively weak in the field of new energy. In the past two years, new forces in car-making have increased their efforts to explore the new energy market and seized part of the market share.

　　Talking about the forecast of auto production and sales for the whole year, Chen Shihua said that our market demand is still very strong. The biggest problem now is the insufficient supply of chips, but this situation will be greatly relieved in the third and fourth quarters. Production and sales will be higher than the 4% expected at the beginning of the year.

　　Shi Jianhua, deputy secretary-general of the China Automobile Association, added that my country’s automobile production and sales are currently in good condition, and new energy vehicles are developing rapidly. “We are optimistic that the annual automobile production and sales will reach 27 million vehicles, a year-on-year increase of 6.5%; among them, the production and sales of new energy vehicles 2 million vehicles, an increase of 46% year-on-year.” However, Shi Jianhua also reminded that the impact of chip shortages on automobile production is still continuing, and the increase in raw material prices is not conducive to the development of the automobile industry chain. These factors may “drag”.

　　Compared with the overall car, new energy is still showing a double-speed growth. In May, the production and sales of new energy vehicles reached 217,000, an increase of 1.5 times and 1.6 times respectively year-on-year, continuing to refresh the historical record of the month. From January to May, the production and sales of new energy vehicles were 967,000 and 950,000 respectively, an increase of 2.2 times year-on-year.

　　According to the driving mode of new energy vehicles, the production and sales of pure electric vehicles from January to May were 818,000 and 794,000, a year-on-year increase of 2.6 and 2.5 times respectively; the production and sales of plug-in hybrid vehicles were 149,000 and 15.6 respectively. 10,000 vehicles, a year-on-year increase of 1.1 times and 1.3 times respectively.

　　"After nearly 10 years of development, new energy vehicles have been recognized by many consumers; even consumers in third- and fourth-tier cities have recognized them." Chen Shihua analyzed that, on the one hand, the quality of new energy products Continuous improvement can meet the needs of consumers; on the other hand, the scale effect of batteries has caused the price of new energy vehicles to continue to fall. In addition, compared with traditional models, the cost of using new energy vehicles also has a great advantage; the charging infrastructure is also constantly improving.