According to the sales data released by the Passenger Association, in September 2021, the domestic passenger car market wholesale sales were 1.737 million units, an increase of 15.0% from the previous month, a year-on-year decrease of 16.1%, and a decrease of 9% from September 2019. The cumulative wholesale sales from January to September were 14.603 million vehicles, an increase of 11.3% year-on-year, but a decrease of 402,000 vehicles from the same period in 2019.


A total of 830,000 vehicles were approved for sale in the SUV market, down 16% from 987,000 during the same period last year. Cumulative sales of the SUV market from January to September totaled 6.895 million vehicles, an increase of 10.9% from the same period last year.


From the perspective of specific models, the biggest surprise on the domestic SUV market segment sales list in September came from Tesla ModelY. This Tesla domestically produced SUV model ushered in a big explosion in September, with monthly sales of more than 30,000 vehicles. It has become the monthly sales champion in the SUV market. This is the first time in many years that a pure electric SUV has won the monthly sales champion in the market segment. In addition, the market performance of the more expected model is the Changan CS75, which was originally competing with the Haval H6 for the existence of an independent brother. However, in August and September, the monthly sales of less than 20,000 vehicles have been continuously seen, and the sales ranking is even more straight. Relegated to the eighth place in the market segment.

Tesla Model Y

When looking at Tesla’s domestic sales in September, I believe that many people will question whether the data is wrong or not. 56006 vehicles. This is the domestic sales report card handed over by Tesla in September. Quality disputes have intensified. On the other hand, the market has performed bravely to new highs. The greater the dispute, the higher the sales volume, which has become a true portrayal of Tesla in the domestic market. Following Model 3, Model Y also officially ushered in a market explosion in September this year. The batch sales of more than 30,000 vehicles are not only the sales record of this car in the domestic market, but also the history of domestic electric SUV sales. new highs. The reason is that the key to Tesla's growing frustration in the domestic market is that in addition to the brand premium, after repeated price cuts of its domestically-produced models, the price-performance ratio that is difficult to match for competitors at the same level is also an important internal cause. The successive negative events in the past half a year have not been able to stop Tesla from advancing in the country. It is foreseeable that the difficulty for other brands to challenge Tesla will definitely increase further.

 

Haval H6

Although Tesla Model Y robbed the monthly sales champion, the monthly sales of more than 25,000 units helped the Haval H6 successfully maintain its position as the best-selling fuel SUV in China. However, at the moment when new energy vehicles have become popular, the new energy version models that have not launched any situation have become a hidden danger in the follow-up development of Haval H6. Although the Haval H6 currently has quite a wealth of car models to choose from, the third-generation Haval H6 is also very competitive in terms of appearance and cost performance, but the shortcomings of not embracing electrification have gradually emerged. For Haval H6, how to lay out the energy route is the key, and it is bound to have an increasing impact on Haval H6's subsequent championship road.

 

Volkswagen Tiguan

Under the pressure of the industry’s “lack of cores”, Volkswagen models have become a major winner in the domestic market, which has not only reversed the downward trend in terminal prices. All have undergone substantial recycling), and the sales performance is also rising steadily. Among them, the Tiguan car series is a typical representative. As one of Volkswagen’s most important market pillars in the domestic market, Tiguan’s sales performance in the previous few months was quite sluggish, and at one time it was even suspected that this car might have been abandoned by the Chinese market (less than 1,000 units sold in June 2021) . However, with the increasing pressure on chips in the domestic market, Tiguan turned red against the trend. In August and September, Tiguan was the top three sales model in the domestic SUV market.

 

 

BYD Song

In sharp contrast to the recent poor performance of mainstream independent SUV models such as Haval H6 and Changan CS75, BYD Song has become a representative model that has taken advantage of the strong rise of the domestic new energy boom. In just a year or so, BYD Song not only completed a major reversal from the fuel-dependent version to the main new energy version, but also achieved a strong market performance. Under the premise of limited production capacity, BYD Song It has successfully broken into the top five domestic SUV sales, and the market popularity of this car can be imagined. In September, BYD Song sold a total of 21,400 vehicles. Among them, the monthly sales of plug-in hybrid models exceeded 10,000, and the monthly sales of pure electric models also exceeded 4,500.

 

Volkswagen Tuyue

Similar to the situation of Tiguan, Tuyue also ushered in the market recovery under the background of the industry's core shortage. After a year, in August this year, Tuyue finally ranked among the top ten sales of SUVs again in September. With persistent efforts, with a 56.68% increase from the previous month, it achieved a breakthrough in monthly sales of 20,000 vehicles for the first time in a record. The sales ranking of the market segment also increased from the seventh place in August to the fifth place. As a replacement for the old Tiguan, SAIC Volkswagen had high expectations for Tuyue at the beginning of its listing, but it has always been difficult for Tuyue to reach the market height of the old Tiguan. In the past two months, under the background that the main competitors are generally hard to find a car, Tuyue finally demonstrated the market dominance of the old Tiguan models. However, the current situation is a short-lived situation under special circumstances or a long-term accumulation, which remains to be observed. .

Geely Boyue

Boyue, as one of the leaders in the upward breakthrough of autonomous SUVs, has completed the accumulation of over one million users in four years by virtue of its good user reputation and product strength, which is the most stable guarantee for Geely Automobile in its previous battles in the SUV market. However, in the past two months, Boyue’s “little show” has been taken away by another Geely new car. With the official launch of Xingyue L on the market, Geely launched a violent market impact targeting at the same level of joint venture competitors and achieved quite impressive results. Under the premise of limited production capacity, Xingyue L is the first full month after its listing. (August) It achieved a breakthrough in monthly sales of more than 10,000 units. In September, it continued to stabilize at more than 10,000 units. It seems to be the hottest independent SUV model currently. In the face of increasingly powerful domestic and foreign competitors, Boyue did not wait to die. Not long ago, the Boyue family ushered in a new member-Boyue X, which redesigned a more dynamic appearance and is priced compared to the old models with the same configuration. It has also fallen back, giving end users more choices, which should help the Boyue family attract more young consumers.

Nissan Qashqai

After the replacement of Qijun with a three-cylinder engine, the market performance has not been as good as before. At present, Nissan's leading model in the domestic SUV market is currently only one Qashqai. Although it is at the end of the product life cycle, the good terminal discounts still make Qashqai a popular item in the domestic compact SUV market. Although the Qashqai has not yet officially replaced, it just launched its annual facelift in September (this is also the last facelift before the Qashqai replacement). Comfort and practicality are still the biggest advantages of this car. The power level is quite satisfactory, and the interior and exterior design is also Still a slot. There is no way, the facelift before the replacement must be based on maintaining stability, especially at the moment when Qijun has already broken the market, keeping the Qashqai market share is self-evident for Nissan.

 

Changan CS75

After the big hit and the big purple, ushered in a period of downturn, which seems to be the destiny of the Changan CS75. It was officially launched on the market in 2014, and Changan CS75 soon delivered a "dark horse" market performance and became Changan Automobile's ace model in the passenger car market. However, this car has always lacked the courage to challenge the sales champion of the market segment, and the ups and downs in the sales ranking can hardly truly shake the market position of Haval H6. After the CS75 PLUS was officially launched in the second half of 2019, with the large-size body, attractive interior and exterior design, rich configuration and relatively affordable prices, the CS75 car series was once again given the expectation of catching up with the Haval H6. Only after a year or so of falling in love and killing each other, Haval H6 gradually opened the market gap with CS75. In September this year, the ranking of Changan CS75 in the SUV segment has dropped to eighth. I hope that this is only a short-term market stall under the influence of chip shortage, rather than the beginning of a downturn for Changan CS75.

 

Honda CR-V

For a long time, the durable characteristics of Japanese cars have been deeply rooted in the domestic market. Among them, the CR-V car should have made a significant contribution. As the first generation of "sacred cars" in the domestic SUV market, CR-V has been the sales champion of the joint venture SUV segment for many years and has accumulated a large number of user groups. The large user scale has brought a significant advantage. CR-V has a very high value retention rate in the used car market, combined with its large space and low fuel consumption product characteristics. Under the premise of sufficient budget, it is necessary to choose a household SUV, CR- V is really hard to ignore. Due to the recent shortage of chips, CR-V’s batch sales have fluctuated considerably. However, it is certain that once the production capacity problem is resolved, CR-V will definitely be one of the most competitive models in the domestic SUV market.

 

Buick Encore

After entering the second half of this year, Envision's market performance has obviously recovered. Since June, Envision has been able to stabilize in the top ten sales in the market segment. As the first model in the domestic market to open up dislocation competition between compact SUVs and mid-size SUVs, Ankewei has caused a lot of market sensation, but since then, all Buick brand models have fallen into the market quagmire of price wars. Kewei has gradually diverged from the image of high-end cars, and can only rely on substantial market gains and continuous stacking of new car models to stabilize its market share. However, similar to the recent situation of Volkswagen's domestically produced cars, under the current major premise that the entire industry cannot guarantee production capacity due to a lack of cores, the market confidence of Buick's models has gradually become tough. Many other brands have no cars to deliver, and you can still get quite good terminal discounts here, and of course you don’t have to worry about selling them.

Restricted by the industry's lack of cores, the overall performance of the domestic automobile market has recently undergone relatively large changes. The production capacity of some once popular models has been tight, and the wholesale sales have fallen sharply, causing the sales rankings in the market segments to be reshuffled. Taking the SUV market as an example, comparing the monthly best-selling lists in the first half of the year, you will find that the ranking of each car on the list has basically changed in the last two months. The next step is to see who is the short-term highlight, and who is really taking advantage of the trend.