Отчет об анализе данных по рынку импортируемых автомобилей в Китае

Customs import volume:

(1) Supply: After three years of decline, automobile imports will decline slightly in 2022 and accelerate in 2023, entering the period of “destocking”.
From January to June, 346,000 vehicles were imported, a decrease of 22.4%; the import value reached 150.07 млрд юаней, a year-on-year decrease of 17.5%. В июне, 63,000 vehicles were imported,
An increase of 8.6% год к году.

Imported car sales:

(2) Demand: В последние годы, the terminal demand for imported cars has remained relatively stable.
The imported car market has declined, with a cumulative sales of 364,600 vehicles from January to June 2023, a slight decrease of 0.8% год к году.

(2) Demand: Judging from the monthly sales trend of imported cars from 2022 Кому 2023, the market shows signs of recovery, with sales from February to April averaging
Achieved growth, the high growth in February was due to the Spring Festival factor, the high growth in April and May was due to the low base last year, and June was affected by the high base last year
There is a decline.

В наличии

(3) Inventory: The beginning of 2023 will enter the destocking cycle as expected, the supply of imported cars from January to June will be less than the demand, and the absolute amount of inventory will decrease
Compared with the end of 2022, the inventory depth has dropped slightly to 4.8 Месяцы, which is still at a high level.

Customs Price

(4) Цена: The unit price of imported automobiles has increased year by year. From 2015 Кому 2023, the unit price of imported automobiles will increase from 252,100 юань.
The rise to 433,700 yuan is due to the trend of consumption upgrading, the trend of localization of low-priced products, and the recent depreciation of the exchange rate.

Brand Structure

(5) Brand structure: The overall imported car market showed signs of weakness this month, and sales of ultra-luxury cars fell by 35.65% year-on-year this month.
From January to June, the cumulative year-on-year increase rose slightly by 1.58%. Sales of non-luxury cars also fell 18.01% year-on-year for the month. Luxury cars are still the main sales force, 6
Monthly sales fell by 7.83% год к году, and the cumulative proportion from January to June was 89.57%.

(6)Brand distribution: From January to June 2023, seven of the top ten brands (Мерседес-Бенц, Порше, Ауди, Ленд Ровер, Тойота, Вольво, Фольксваген) all
It is growing now; Мерседес-Бенц, which ranks first, sold 80,442 Единиц, увеличение 0.1% год к году, and the sales of BMW and MINI fell due to domestic models.
Sliding 7% и 43.7%, the weak sales of the main model ES series dragged Lexus down 18.4%.

(7) Fluctuations in sales of imported Транспортные средства на новых источниках энергии: From January to June 2023, sales of new energy vehicles reached 16,725 Единиц, увеличение по сравнению с аналогичным периодом прошлого года 69.73%. plug-in hybrid and pure
Both electric vehicles maintained a rapid growth trend, with year-on-year growth of 25% и 151% соответственно. Porsche Cayenne among plug-in hybrids needs Texas RX and Volvo
Volvo XC90 has a large increase: among pure electric models, Porsche Tavcan, Tesla ModelX, BMW i-series and Lexus RZ have contributed the most to the increase.