In July 2017, SAIC Volkswagen sold a total of 132,041 new cars, a year-on-year decrease of 24.5% year-on-year, ranking third in the country's joint venture passenger car companies.

After the "midterm exam", it ushered in the "low pressure" in July.

This may be due to the “excessive use of force” in June. SAIC Volkswagen’s July sales fell to the third place in the joint venture rankings. There were ups and downs in the car segment, but the Wayside and Tiguan series still contributed absolute new vehicle sales; The sales of grams have already accounted for 27% of the monthly sales of Skoda brand. There is no doubt that the increase of two brands of SAIC Volkswagen will still come from SUV models in the second half of the year.

VW brand: Wayang monthly sales exceeded 8,000 units

VW brand sales volume: 110,362 units, an increase of 0.9% year-on-year, a drop of 24.7% from the previous quarter

【7 Moons】

1. The production capacity of TouaKang (8,148 vehicles) continued to climb, and sales volume increased steadily month by month;

2. Huiang sold 709 new cars in July, setting a new high for the whole year.

【potential risks】

In January and July, the sales volume of the main-selling sedan products fluctuates, and the competitive pressure in the second half of the year has increased dramatically.

2. The market share of large hatchback models (Longxing/Hona) declined significantly and deserved attention.

As the largest domestic SUV with a joint venture brand this year, Wayang has continued to increase sales since its listing. In July this year, it exceeded 8,000 units, ranking first in segment sales. Compared to the flagship of the SUV under the brand, the flagship of the sedan, which is also a “professional”, is still “niche”. In July, it sold 709 new cars, which is the best performance for a single month in 2017.

The fate difference between the two "flagships" once again confirms these two major trends: 1. In China's auto market, SUVs are still the driving force behind sales growth; 2. Take the high-end route, or break through the brand ceiling, and open up from the SUV. The gap is far easier than a car. This is the case with domestic independent brands, and the public is no exception.

Unlike FAW-Volkswagen, Audi brands have continuously contributed to the profits of high-end vehicles. SAIC Volkswagen just lacked such a product as support. After Phaeton, Hui Ang logically promoted to the VW flagship sedans, and the Audi A6L both came from the MLB platform and shouldered the task of upgrading the brand. If they settled in SAIC-Volkswagen, they would also like to tell consumers that SAIC-Volkswagen also has an MLB platform and can also produce high-end cars and meet the needs of some of the mass-user consumers.

Hui Ang and Passat should form a high and low level, attacking other joint-venture brand B/C executive sedan products, but unfortunately the domestic luxury brand executive-class sedan market is fiercely competitive, with the exception of the Mercedes-Benz E-Class and the newly-listed BMW 5 Series, the rest The luxury brand 5-meter class cars are all in the terminal 30-45 million price segment fiercely strangling, in addition to Hui Ang monthly hundreds of vehicles, there is no one non-luxury brand sedan, can stand on the terminal price of 300,000 + price band. "Tong Jiren Automotive Review" believes that from this trend, domestic non-luxury brand car products, in the more than 300,000 price range, consumers have basically not considered non-luxury brand car products.

In fact, in the analysis of sales in June of this year, we found that the growth rate of Ling Du and Touran L was too exaggerated, so the word “accident” was used. From July's sales data, Lingdu and Touran L's decline is more obvious. It also shows that the "wholesale volume" reported by the public at the CCC meeting does not truly reflect the actual market performance of these two vehicles.

However, if we compare the sum of Lingu and Touran L’s June-July sales with the same period of last year, the actual growth rate of these two models is still good, especially the Touran L, which is becoming more and more like golf Some young family users are pragmatic when shopping for cars.

Ling Du positioning campaign, Yan score points, can attract young people like, in line with the current product design trends; Touran L can be classified as a joint venture MPV product camp, in fact, there is no direct competitor in the same price segment market, the second half of SAIC The emergence of GM Buick GL6 may change the long-term "lack of competition" in this market segment. However, the joint-venture MPV model in this price segment is likely to be diverted to potential users by wagons and large hatchback products. In the future, in the price segment of around 150,000, Touran L will maintain its share and continue to grow, making it more difficult.

The biggest uncertainty in the sales of SAIC Volkswagen in the second half of the year may come from the two best-selling family car products: Lam Yip and Santana. Although these two vehicles are still in the top ten list of July sedan market, Long Yat has fallen out of the top three and was chased by Carola and Sagitar. Without the support of new vehicles, Langyi and Santana will "conquer" and will directly relate to the sales performance of VW brand in the second half of the year.

In addition to the aforementioned new-generation Polo, SAIC Volkswagen’s small-scale SUV plan has also been put on the agenda. Under the framework of Volkswagen's new car, both T-ROC and T-Cross are small SUVs. Relatively speaking, T-Cross will be positioned slightly lower than T-ROC. Both SUVs have plans for domestic production in North and South China, and it is expected that they will not be able to meet Chinese consumers until after 2018.

Recently, foreign media pointed out that Volkswagen will also mass-produce the Taigun concept car, targeting the most entry-level SUV products, even lower than T-ROC and T-Cross. It is expected to be launched in 2020 under the name of “T-Track”. Mainly for the Brazilian market, as to whether it will introduce China, it is not clear.

Skoda brand: Kodiak sales increased to 27%

Skoda brand: 21,679 units, down 4.4% year-on-year, 23.4% MoM decline

【7 Moons】

1. The sales volume of Kodiak (5,905 vehicles) has grown steadily, with sales reaching 27% of the Skoda brand;

2. The Octavia Combi will be on the market on August 22, and the 150,000th price segment in China will be the first "original" European wagon, which is also an important part of the family and differentiation of the Mingrui model.

【potential risks】

1. Mingrui changed the funds to switch, and there was a significant fluctuation in sales in July.

Since its launch, Kodiak has been "concerned" by its competitors. As the Skoda brand's first 5/7-seat midsize SUV, Kodiak is better at end-of-line sales than its joint venture competitors this year. . With the gradual release of production capacity, Kodiak's wholesale volume in July further increased to 5,905 vehicles, which accounted for 27% of the Skoda brand monthly sales, making it the second-biggest selling model after Mingrui.

On August 22nd, Octavia will be officially listed after the mid-term change, and the travel version will also come under the name of Combi. Octavia will form a family product line. After Combi is made domestically, prices will follow the people-friendly route. At present, the domestic wagon market is still in the stage of “having faith and no sales”. After the launch of the Mingbi Combi, it can also be seen that there are about 150,000 wagons in the domestic market.

The same as the "mass department" Wei collar of the hot, at least proved a point, this market is not "can't get into, can not insert". If the product and price are in place, it can still capture a certain amount of sales, and this sales volume is not a small figure for the Skoda brand.

Recently, the declaration map of SAKKO Karoq has already flowed out. It is located in a compact SUV, between Kodiak and Yeti, and will be officially launched in 2018. The new driver's length and width are respectively 4432mm/1841mm/1614mm, and the wheelbase has reached 2688mm, which is longer than that of overseas models. In the power section, the Karoq will be powered by a 1.2T or 1.4T engine, matching a 7-speed dual-clutch transmission. Not surprisingly, this new compact SUV should be officially released during this year's Guangzhou Auto Show.

With the steady growth in sales of Kodiak and the slightly smaller size of the Karoq during the Guangzhou Auto Show, the Skoda brand is expected to reach the Chinese market in 2018. It is expected that 45% of sales will come from these two SUV models, despite the fact that the Skoda brand is in the car. The layout of the market product line is comprehensive, but in the face of the dense layout of the sedan car line between the North and the South, besides the “Hengrui + Combi”, it is difficult for other car products to have major breakthroughs, and more will still play the role of “market supplement”. Skoda's future product strategy in the Chinese market is more the layout of new SUVs and cross-border models, while reducing the product line of traditional sedan.