The dream of the "golden nine silver ten" car market in this year has been broken by half. According to the latest data released by the China Association of Automobile Manufacturers the day before yesterday, the overall performance of automobile production and sales in September was unsatisfactory. The accumulative growth rate fell for the first time after eight consecutive months of increase, and was once again below the level of the same period of last year. The cumulative sales of automobiles in the first three quarters reached only 14.09 million units, a growth rate of 3.4%, and it is still stressful to exceed 20 million vehicles throughout the year.

Passenger cars reproduce negative growth in six months

The data shows that the overall performance of automobile production and sales in September was not satisfactory, and the cumulative growth rate fell for the first time after eight consecutive months of increase, and was once again lower than the level of the same period of last year. In the same month, the production and sales volume of automobiles reached 1.609 million units and 1.167 million units, up 10.6% and 8.2% respectively from the previous month, and production increased by 3.7% over the same period of last year. Sales decreased by 1.8% from the same period of last year. From January to September, the production and sales of autos were 14,013,200 vehicles and 14,092,300 vehicles, an increase of 5% and 3.4% respectively over the same period of the previous year. The growth rate was 0.2 and 0.7 percentage points lower than that of the first eight months respectively.

CAAC pointed out that there are three reasons affecting the growth of automobile production and sales in September: First, due to the impact of the situation on Diaoyu Island, the Japanese automobile production and sales have fallen sharply. This is also the main reason for the poor performance of automobile production and sales this month; the second is the previous year. 9 The overall level of automobile production and sales in the month is relatively high. Third, the performance of commercial vehicles this month is sluggish.

In September, the production of passenger cars increased by more than 10% from the previous month, and also increased by more than 6% year-on-year. The poor sales performance was the first time since February of this year, lower than the level of the previous year. From January to September, the cumulative growth rate of production and sales fell by 0.3% and 1 percentage point from January to August respectively. In September, the production and sales of passenger cars completed 1,352,800 units and 1,135,600 units respectively, up 10.1% and 7.9% respectively from the previous month, and production increased by 6.1% over the same period of last year. Sales decreased by 0.3% over the same period of last year. Looking at the production of each model, the output of each model is higher than that of the previous month; compared with the same period, only the MPV has decreased. In terms of sales, each model is higher than that of the previous month; compared with the same period, only the sports utility vehicle (SUV) has grown. From January to September, the production and sales of passenger cars completed 11.6671 million vehicles and 112.926 million vehicles respectively, an increase of 8.4% and 6.9% respectively from the same period of last year.

In September, the production and sales of commercial vehicles increased significantly from the previous month, but showed a decline of more than 5% over the same period of last year. The decline rate fell below 4% after two consecutive months, and the production and sales of all models were lower than the previous month. Year-on-year levels. From the first nine months of growth, the cumulative growth in the production and sales of commercial vehicles continues to show a narrowing trend. In September, the production and sales of commercial vehicles were completed at 308,100 units and 301,800 units respectively, an increase of 12.9% and 9.2% respectively from the previous month; the production and sales volume decreased by 5.8% and 7.6% respectively from the same period of the previous year. From January to September, the production and sales of commercial vehicles completed 2,764,100 vehicles and 2,822,700 vehicles, respectively, down by 7.1% and 8.8% respectively from the same period of last year.

Independent brand share a substantial increase in a single month <br> <br> downturn own car brand in September, the tide swept away. In September, the number of self-owned brand passenger cars sold was 561,900, an increase of 26.6% over the previous month and an increase of 7.5% over the same period of the previous year, accounting for 42.7% of the total sales of passenger cars. The occupancy rate increased by 6.3% from the previous month. The year-on-year increase of 3.1 percentage points. From January to September, the sales of branded passenger cars of its own brand totaled 4.5701 million, an increase of 2.6% from the same period of last year, which was lower than the overall growth rate of passenger vehicles by 4.3%. It accounted for 40.6% of the total passenger car sales, which was a decrease of 1.7 percentage points from the same period of last year, and the decline has narrowed.

In terms of cars, the sales of self-owned brand cars in September amounted to 281,100 units, an increase of 38.7% from the previous month and an increase of 11.4% over the same period of the previous year, accounting for 30.3% of the total sales of cars. The market share increased by 6.8 percentage points from the previous month. Increased 3.2 percentage points over the same period of last year. From January to September, the sales volume of self-owned brand cars was 2.0981 million, which was 2.5% lower than the same period of last year, accounting for 26.9% of the total sales of cars, and the occupancy rate was down 2.3% from the same period of last year.

Some self-owned brand car companies have earned a veritable "Golden September". Great Wall Motor sold 56552 vehicles in September, a year-on-year increase of 54.6%; of these, 29,589 Haval SUVs were sold, which represented a year-on-year increase of 188%. In January-September, a total of 435,195 vehicles were sold, a year-on-year increase of 27.8%, of which 73,686 were exported, up 24.5% year-on-year. BYD's total sales in September also reached 40,105 units, an increase of 26% from the previous quarter, and the sales volume of new mid-range vehicles reached 7,889 units.

The decline in Japanese brands is the most important factor affecting the downturn in the passenger vehicle market in September. Compared with the previous month, the sales of passenger cars of major foreign brands in September decreased by 29.5%, the German department decreased by 0.1%, and the US, Korean and legal systems increased by 12.1%, 15.3% and 32% respectively; compared with the same period of last year, The Japanese system decreased by 40.8%, while the German, U.S., Korean, and legal systems increased by 13.8%, 15.1%, 9.4%, and 9.2%, respectively.

Two key enterprises a loss <br> <br> statistics also shows that sales of the top 10 companies overall slowdown. From January to September, the sales volume of the top 10 car group companies totaled 12.3897 million units, an increase of 4.3% over the same period of the previous year, which was 0.6% higher than the industry-wide growth rate, but fell by 1.2% from January to August. It accounted for 88.0% of the total sales of automobiles, an increase of 0.8 percentage points over the same period of last year and a decrease of 0.1 percentage points from January to August.

According to the statistics of the China-Automobile Association for the key economic indicators of key enterprises (groups) of the automobile industry from January to August, the total industrial output value and operating income of the 17 key enterprises (groups) increased by 7.2% and 6.5% respectively over the same period of the previous year. The total industrial output value The growth rate decreased by 0.9% from January to July, and the operating income increased by 0.6% from January to July; the total amount of profits and taxes realized increased by 10.3% over the same period of last year, which was 1.7 percentage points lower than that from January to July.

Among the 17 key enterprises (groups), the operating income of 11 companies was higher than that of the same period of the previous year (of which: 1 had a positive growth from negative growth from January to July), and the operating income of 6 companies was lower than the same period of last year. However, the decline of most companies continued to narrow. The total profit of the seven companies was higher than that of the same period of last year. The total profit was 119.784 billion yuan; the total profit of the eight companies was negative growth, and the total profit was 44.379 billion yuan; the two companies suffered losses and the losses amounted to 900 million yuan.

In addition, according to the statistics of China Automobile Industry Corporation, the export statistics of automobile manufacturers, the auto exports hit a record high in September. In September, the export of auto companies was 109,800, an increase of 15.1% over the previous month and an increase of 48.4% over the same period of the previous year. From January to September, 785,300 vehicles were exported, a 27.9% increase over the same period of the previous year. The top five export companies in January-September were Chery, SAIC, Great Wall, Geely and Dongfeng, of which SAIC increased from No. 3 from January to August to No. 2.

The automotive industry still has downward pressure <br><br><br><br><br><br><br><br><br><br><br Concern, but downward pressure remains. The main manifestations are in five aspects: the overall economic performance of the automotive industry has remained stable; the slowdown in growth has been marked by a marked adjustment; the international trade in auto goods has been active; the quality of operations has continued to maintain; and downward pressure remains.

The automotive industry sentiment index for the third quarter of 2012, jointly issued by the China Association of Automobile Manufacturers and the National Bureau of Statistics of China, indicates that in the third quarter of 2012, automobile production and sales grew steadily, and the business climate was in the normal operating range. Affected by factors such as overcapacity, the auto industry is still in the de-stocking stage and its profitability has declined.

According to the report of the CLUCC’s analyst Cui Dongshu, in the passenger vehicle market, two consecutive months of pulling sales from December last year to January of this year have kept manufacturers’ inventory at a low level. Sales from January to April after the Spring Festival increased drastically from year-on-year, which also led to gradual increase in inventory pressure from dealers. In May, manufacturers’ sales increased rapidly due to workday factors, and manufacturers’ production slowed down in June. However, at the end of the six months, wholesales continued to increase by 1.1 million units. In July, the manufacturers entered the rest period and their sales fell back to one million vehicles. In August, the sales volume of the manufacturers faced only a certain channel pressure and there were only 1.06 million vehicles. It is estimated that domestic comprehensive retail sales of passenger cars in September will be around 1.08 million, an increase of around 6% from August.