U.S. take advantage of the potential to divide up Japanese cars in the Chinese market

It is understood that due to the impact of the Sino-Japanese Diaoyu Islands dispute, Japanese cars suffered a setback in China and sales dropped sharply. Its lost market share was split between the American Department, the German Department, and the Korean Department. Toyota's sales in China fell sharply in October, while sales of General Motors and Ford Motors in China rose rapidly in October.

1. The US Department of Cars performed strongly in China in October. In October, both GM and Ford sold a record high in the same period.

In October, General Motors and its joint ventures sold a total of 251,812 vehicles in the Chinese market, an increase of 14.3% compared to 220,308 vehicles in October 2011. From January to October, cumulative sales of General Motors and its joint ventures in China totaled 2,333,624 units, compared with 2,111,877 units in the same period of last year, an increase of 10.5% year-on-year.

In October, Shanghai GM’s domestic sales increased by 13.8% year-on-year to 117,611 units. SAIC-GM-Wuling’s sales in China increased by 15.9% year-on-year to 129,806 units, and FAW-GM’s domestic sales volume reached 4,259 units, which fell by 2.7% year-on-year. In the first 10 months, Shanghai GM’s domestic sales increased by 7.4% year-on-year to 1,084,443 units. SAIC-GM-Wuling’s domestic sales increased by 13.9% year-on-year to 1,199,937 units, while FAW-GM’s domestic sales fell 0.5% year-on-year to 45,508 units.

In October, Ford sold a total of 60,518 vehicles in China, an increase of 48% from the same period of the previous year. From January to October this year, sales volume of batches increased by 14% year-on-year. October Ford’s passenger vehicle sales (including imported sharp models) were sold at 44,489 units, which represented a significant year-on-year increase of 66%; Chang’an Ford Mazda contributed 43,555 vehicles, a year-on-year increase of 65%. From January to October this year, sales of Changan Ford Mazda passenger vehicles increased by 22% year-on-year.

Ford Motor Co., a passenger car joint venture in China, Changan Ford Mazda Motor Co., Ltd. Ford brand passenger vehicles sold for 43,555 units in October, a year-on-year increase of 65%; while Jianghua Motors, a commercial vehicle investment company in China, sold 16,029 units in October. , compared with 14,006 vehicles in October last year increased by 14%.

In terms of brands and models, the sales volume of the Buick brand in October increased by 7.7% year-on-year to 60,510 units. Among them, Buick Excelle once again led the brand with monthly sales of 23,414 units. The Buick brand has sold more than 576,000 units from January to October this year.

Ford Focus sales in October reached 33,614 units; from January to October this year, Fox's cumulative sales volume has exceeded 221,000 units.

Analysts said that Japanese cars are affected by consumer boycotts in China. For competitors from Asia and Europe and the United States, this is an excellent opportunity for growth. Consumers who originally planned to purchase Japanese cars may turn to German and American. And Korean cars. Therefore, GM and Ford cars can benefit from the impact of the political dispute between China and Japan on the auto market.

According to Lin Huaibin, manager of car sales forecasting at IHS Automotive, “The impact of Japan’s products being rejected in China may have a long-term impact on consumers’ psychology. This is unfavorable news for Japanese car companies, but for German cars and the US Department of The car is good."

Second, Japanese cars intensifying in China were led by Toyota, Nissan and Honda. The sales of Japanese cars in China in October fell more than in September.

In October of this year, Toyota sold 45,600 vehicles in China, a 44% decrease from the previous year in October. In contrast, Toyota’s sales in China fell by 48.9% in September this year. Toyota's cumulative sales in China from January to October were 685,900 units, down 1% year-on-year.

Toyota originally planned to sell 1 million vehicles in China this year, an increase of about 13% compared to the same period last year. After suffering setbacks in September, Toyota admitted that it may not be able to accomplish this goal.

Nissan continued its slump in sales in September, with sales of about 64,300 units in China. In October last year, sales in China were 108,455 units, down by around 41% year-on-year. In the first 10 months of this year, Nissan’s cumulative sales in China were 1.01 million, which was a slight drop of 0.4% from the same period last year. In contrast, Nissan sold 76,066 vehicles in the Chinese market in September, down 35.3% year-on-year.

Honda sold 24,115 vehicles in China in October, down 54% from 51,826 units in October last year. The drop was higher than the other two major Japanese car companies.

However, because Honda's dependence on China is relatively low, and the degree of power generation is less than that of Toyota Nissan, cumulative sales in the first 10 months have become the only growth among the three major Japanese auto makers. In the first 10 months of this year, Honda sold 494,108 vehicles in the Chinese market, an increase of 2.7% over the same period last year.

Mazda sold 9,511 vehicles in China in October, a 45% year-on-year decrease of 10% from September. In September of this year, Mazda sold 13,258 vehicles in China, which was 35% lower than last year's September. In the first 10 months of this year, Mazda's total sales in China were 157,627 units, which was a year-on-year decline of 9%.