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Yiche original: figures on the car market According to the latest retail sales data from the Passenger Car Association (CPCA), the national passenger car market sold 1.72 million vehicles in July, a year-on-year decrease of 2.8% and a month-on-month decrease of 2.6%. The cumulative retail sales so far this year have reached 11.556 million vehicles, a year-on-year increase of 2.3%.

In July, the uncertainty of the external economic environment increased significantly. Although the internal effective demand was relatively insufficient, the consumption expectations of residents were not strong. Recently, the national policy of scrapping and updating passenger cars for "old for new" has gradually taken effect, and corresponding policy measures have been introduced and followed up in various places. The consumption potential released under the policy has been very effective. Therefore, the trend of new energy vehicles in July was better than the expectations of the passenger car manufacturers' forecasting team.

After the decline in the size of the first-time buyers and the impact of new energy vehicles, the market share of traditional fuel vehicles has declined. Due to changes in the car-buying population and new energy channels, the seasonal rhythm of the market has weakened, and the characteristic of "not being off-season" has become more and more obvious. Due to the high temperature and rain in July and the tourist season, the flow of customers entering non-supermarket stores has decreased. However, some orders for new products launched in the early stage have been well retained, bringing good growth.

In the new energy market,In July, the new energy vehicle market sold 878,000 vehicles, a year-on-year increase of 36.9% and a month-on-month increase of 2.8%. From January to July 2024, the retail sales volume was 4.988 million vehicles, a year-on-year increase of 33.7%.

In July, the domestic retail penetration rate of new energy vehicles was 51.1%, an increase of 15 percentage points from the 36.1% penetration rate in the same period last year. In domestic retail sales in July, the penetration rate of new energy vehicles among independent brands was 73.9%; the penetration rate of new energy vehicles among luxury cars was 27%; and the penetration rate of new energy vehicles among mainstream joint venture brands was only 8.3%.

In terms of monthly domestic retail share, in July, mainstream independent brand new energy vehicle retail share was 70%, down 2 percentage points year-on-year; joint venture brand new energy vehicle share was 4.2%, down 1.3 percentage points year-on-year; new forces share was 19.0%,Xiaomi MotorsBrands such as etc. drove the share of new forces to increase by 4 percentage points year-on-year;TeslaThe share was 5.3%, an increase of 0.4 percentage points year-on-year.

Top 30 fuel-powered cars sold in July

In the July Yiche list, Volkswagen Lavida topped the list with sales of 24,356 units, followed by Nissan Sylphy with sales of 21,618 units. These two models have performed strongly in the market for many years, attracting a large number of consumers with their high cost-effectiveness, good brand recognition and wide market coverage.

Volkswagen Passat and Sagitar ranked third and fourth on the list with sales of 20,003 and 16,469 units respectively.Although the new energy market is gradually eroding the fuel vehicle market, the strength of cost-effective models such as Passat and Sagitar should not be underestimated.

along withBMWBe the first to withdraw from the price war,Benz、AudiThere are also reports that the price cuts will no longer continue. The sales of BMW 3 Series, Mercedes-Benz C-Class, Mercedes-Benz E-Class, and Audi A6L have all declined to varying degrees. Long-term price-for-volume trading will not only reduce consumers' perceived value of the brand, but will also affect the brand's overall premium ability. For luxury brands like "BBA", maintaining brand value is far more important than short-term sales growth.

It is worth noting that domestic brands such as Geely Xingrui, Hongqi H5 and Changan Eado also have a place on the list. Among them, Geely Xingrui and Hongqi H5 ranked twelfth and thirteenth with sales of 10,950 and 10,882 units respectively.

Chery Arrizo 8 ranked 15th with sales of 10,187 units, which is particularly outstanding compared with other domestic brands. The sales growth of Arrizo 8 is mainly due to its comprehensive advantages in design, configuration and cost performance, especially its innovation in power system, which meets the dual needs of young consumers for power and economy.CheryThe continuous investment in technology research and development in recent years is gradually translating into an increase in market share, and the success of Arrizo 8 is one of the clear proofs of this.

In addition to German brands, Japanese and American cars also have a place on the list, such as Toyota Corolla, Honda Accord, Buick Regal, etc. These brands have stable performance in the Chinese market, but they are facing dual competitive pressures from domestic brands and new energy vehicles. In the future, these brands may need to pay more attention to localization strategies and product innovation to maintain their market competitiveness.

Top 30 fuel SUV sales in July

In the fuel SUV sales list, Toyota RAV4 Rongfang ranked first with sales of 16,683 units, which also shows thatToyotaThe strong influence in the compact SUV market, stable product quality and brand loyalty may be the key factors for leading sales.

The Geely Xingyue L and Corolla Ruifang followed closely behind, ranking second and third with 16,496 and 15,790 units respectively. We can see that in the fuel SUV sales list, the sales of the top models are relatively stable, which also reflects consumers' trust in these brands and their recognition of their products.

In the mid-size SUV market, luxury brands such as Mercedes-Benz GLC, Audi Q5L and BMW X3 continued to maintain high sales, with sales of 12,423, 11,541 and 7,075 units respectively, which also shows that luxury brand SUVs still have strong purchasing power in the Chinese market.

Luxury brands still performed strongly in the market segment. In addition to the above-mentioned mid-size SUVs, the BMW X5 and BMW X1 also ranked at the top of the list with 6,969 and 6,022 units respectively. In particular, the BMW X5, as a large luxury SUV, was able to occupy a place in the sales list, reflecting consumers' preference for it.

Domestic brands performed well in the SUV list in July, especially models such as Changan CS75PLUS and Tiggo 8, whose sales have entered the 10,000-unit club. This achievement is not only the result of the leap in quality and technology of domestic brands, but also the result of their continuous adjustment of product strategies and in-depth insight into market demand. Domestic brands are no longer satisfied with the market share of the mid- and low-end markets, but are beginning to impact higher-end and more segmented markets. With the participation of more and more domestic brands and the rapid iteration of technology, they are no longer followers of joint venture brands, but active challengers, and are shaping new market rules.

In this fiercely competitive market, the advantages of traditional joint venture brands are gradually being weakened. Although the sales of joint venture SUVs represented by Tanyue and Tiguan L remain high, they have shown signs of weak growth. The rise of independent brands, the strong entry of emerging brands and the decline of luxury brands have caused a dramatic shock and reshuffle in the market structure. Faced with this change, if joint venture brands cannot transform and innovate in time, they will face the risk of being marginalized. Behind this market competition, it is not only a competition of sales, but also a comprehensive test of brand strategy and market adaptability.

Top 30 new energy car sales in July

In the July new energy car sales rankings,BYDThe top six spots were occupied by the Qin PLUS series, which retained the championship with a monthly sales of nearly 40,000 units, and the Seagull continued to rank second with its stable performance. The third place was the Qin L, whose sales almost doubled compared to June, and its ranking also rose three places directly from the sixth place in June.

The fourth to sixth places were occupied by Haibao 06, Destroyer 05, and BYD Han. It is worth mentioning that Haibao 06DM-i was launched at the end of May, with sales reaching 7,625 units in June and tripled to 21,659 units in July. It is no exaggeration to say that it was a hot seller as soon as it was launched. The reason for the popularity of Haibao 06DM-i and Qin L is exactly the same, and the starting price of 99,800 yuan is the key to its success.

Tesla Model 3, which ranked fifth in sales in June, fell out of the top ten list in July, mainly because its sales volume dropped drastically from 18,151 units in June to less than 10,000 units.Zeekr 001The situation is similar to that of Model 3, with sales reaching nearly 15,000 units in June. However, sales in July also saw a significant decline, and the ranking dropped from seventh in June to fourteenth.

The hot-selling Xiaomi SU7 continued to perform well in July, steadily breaking through the 10,000-unit mark. More than 30,000 units have been delivered in more than three months since its launch, setting a new industry record. Officials said that the Xiaomi SU7's delivery volume will continue to exceed 10,000 in August, and it is expected to complete the annual delivery target of 100,000 units in November ahead of schedule, with an annual sales target of 120,000 units.

In July, the Zhiji L6, which was launched in mid-May, also appeared in the top 30 list for the first time, with sales of 3,517 units. If you place an order for the Zhiji L6 before August 31, you can enjoy a lock-in benefit worth 51,600 yuan, which has greatly promoted the increase in sales. Consumers who want to buy the Zhiji L6 will definitely not miss this benefit. We expect that sales will increase significantly in August.

The other members of the top 30 list are basically very familiar faces to us, such as Hongqi's E-QM5, Volkswagen ID.3, Wuling Starlight, Toyota bZ3, NIO ET5T, etc. The performance of these models is relatively stable, and even has a slight improvement in stability.

Top 30 new energy SUV sales in July

The top three in the new energy SUV sales list in July remained unchanged. Tesla Model Y still ranked first, followed by BYD Song PLUS New Energy and BYD Yuan PLUS. The gap between Song PLUS New Energy and Model Y was less than 2,000 vehicles, while the gap between Yuan PLUS and Song PLUS New Energy was stable at around 10,000 vehicles.

The fourth and fifth places on the list also remained unchanged compared to June, with Ideal L6 sales increasing slightly to nearly 25,000 units, breaking 20,000 units again after June. Ideal L6 has achieved cumulative deliveries of over 50,000 units in less than three months since its launch, which is closely related to its own strength and the limited-time benefits worth 10,000 yuan. This benefit ended on July 31, and we will have to wait and see whether Ideal L6 sales in August will be significantly affected.

AITO QuestionsThe company's M7 and M9 were both among the top ten in sales in June, and continued their brilliant performance in July, but with some changes in the rankings. The M9 rose to sixth place with 17,151 units sold, while the M7, with 15,633 units sold, moved from sixth place last month to eighth place.

In fact, for a long time, Model Y was the only overseas brand model in the top 30 of the new energy SUV sales list. The strength of Chinese brand new energy SUVs has been perfectly demonstrated through sales. It is worth mentioning that the domestic retail penetration rate of new energy vehicles in July was 51.1%. This is the first time that the penetration rate of new energy vehicles has exceeded that of traditional fuel vehicles for a whole month. It is expected that the sales of new energy vehicles will bring us more surprises in the future.

Top 30 MPV sales in July

There were some changes in the sales of MPV models in July. The Denza D9 ranked first, but its sales volume dropped below the 10,000 mark, with sales volume of 9,030 units in July. The Sena continued to rank second, with sales volume of 9,030 units, up 2.73% month-on-month. Although there was no change in the ranking between the two, the sales gap has further narrowed.

Among the top five, Grevia and Trumpchi M8 exchanged rankings. Grevia's sales in July increased by 10.33% month-on-month to 6,399 units, rising to third place on the list; Trumpchi M8's sales decreased by 16.70% month-on-month, with sales of 5,800 units in July.

It is worth mentioning that with the shipment of Buick GL8 plug-in hybrid, the sales of GL8 plug-in hybrid version reached 3,873 units in July, ranking seventh on the MPV list. At the same time, if the market share of Buick GL8 plug-in hybrid version is combined with that of Buick GL8, the sales of its models will reach 8,229 units. This force is enough to impact the top MPV sales group formed by Denza D9 and Senna. After that is the sales dark horse in June - Arcfox Koala. This month, Arcfox Koala's sales fell by nearly 50% month-on-month, with sales of 1,628 units, but it is still a significant improvement over sales before May. It can be seen that in addition to the replacement policy, the increase in sales of Arcfox Koala, the concept of using the identity of a "mother-and-child-friendly car" as the second car for the family, does have room for in-depth exploration. At the same time, withArctic Fox Koala SWith its recent listing, Arctic Fox Koala’s confidence in deepening its presence in this market segment has become increasingly clear.

The performance of new power brands in the MPV field has been tepid. The sales of Xiaopeng X9 and Ideal MEGA this month were 1,459 and 654 respectively. With the popularity of the models, riding configuration, power performance, and exterior design, how to break the existing pattern and quickly increase sales is the key. The question of "Why is the Denza D9 selling well" is something that I believe the two new forces should know more about than I, who only analyze sales.

The other one is another dark horse in July——Zeekr009, which was launched on July 19, received over 6,000 orders in 10 days, and was announced to start delivery on July 22. In the July sales list, it sold 1,591 units, ranking 13th on the MPV sales list. Based on the market performance of more than 1,200 new orders within a week, Zeekr 009 is expected to surpass Xiaopeng X9, challenge the top sales position of domestic pure electric MPVs, and compete with Denza D9.