Affected by the shortage of raw materials and the epidemic, the domestic automobile market suffered a huge impact in April. in April, the sales volume of domestic narrow passenger car market reached 1043000, a year-on-year decrease of 35.5%** In the list of the top 15 published by the Federation of riders, the other 14 auto companies, except BYD, fell to varying degrees; Moreover, only GAC Toyota and Chery maintained a decline of less than 10%, and the remaining car companies both fell by more than 30%.
In the new energy camp, the situation is also not optimistic. On May 16, he Xiaopeng, chairman of Xiaopeng automobile, posted that he had just seen the domestic insurance data of automobiles in May 2022:
1. In April, conventional energy vehicles decreased by 49.7% year-on-year, new energy increased by 57.7% year-on-year, and the overall year-on-year decrease was 38.8%
- The proportion of new energy insurance has reached 26%, and hybrid electric runs faster than pure electric;
- Similarly, for newly built cars, the two-level differentiation of 2C and 2b is more obvious;
- The sales figures released by some enterprises are quite different from those of Shanghai insurance, with 10% +.
In addition, in April, he Xiaopeng also said: if Shanghai and surrounding supply chain enterprises cannot find a dynamic way to resume production, all vehicle factories in China may be shut down in May**
The good news is that some ministries and departments in charge are doing their best to coordinate, and we look forward to the support and joint efforts of more governments and departments in charge.
Huawei Yu Chengdong also sent a message in the circle of friends on he Xiaopeng's speech: if Shanghai cannot resume work and production, all science and technology / industrial industries involving Shanghai's supply chain will stop production after May, especially the automobile industry! The economic loss / cost will be great! Since mid April, some enterprises have started to cut off supply and shut down production due to the closure of Shanghai and other enterprises.
However, the good news is that in April, Shanghai planned to resume work for key enterprises in batches, and how much impact the shutdown had on the domestic car market, the sales volume in may also gives the answer.
