American market: mired in the quagmire of strikes, sales are basically flat.
As the second largest automobile market in the world after China, the American automobile market plays an important role. Because the American market was relatively open before and the purchasing power of American consumers was relatively strong, this market has always been a battleground for major brands. According to the sales figures, 20 1 1 1 delivered 1 1.4 million vehicles in October, while 1 delivered155/kl in the first month.
From the perspective of car companies, the three major car companies in North America: General Motors and the North American Automobile Union reached an agreement, and the strike crisis was temporarily alleviated. However, according to GM's official statement, the 40-day strike cost GM nearly $3 billion in net income. This includes the production loss of 300,000 vehicles directly caused by the strike, and the terms such as salary increase, one-time payment and bonus that GM had to make. In addition, GM needs to invest an additional US$ 7.7 billion in its American factories and US$ 654.38+03 billion in related joint ventures. Especially when GM is shrinking around the world and concentrating on developing driverless cars.
Ford and Volkswagen also began to deepen cooperation, from pickup trucks and commercial vehicles to pure electric vehicles on the MEB platform. The technical cooperation between the two sides in the field of complete vehicles has its own needs. However, the most interesting thing is definitely the deep integration around the ArgoAI driverless project. In addition to cash, Volkswagen also merged its driverless team into ArgoAI team, becoming the first company in the world to conduct driverless testing in North America and Europe at the same time. However, unlike the vigorous promotion of Waymo and Cruise in the field of driverless passenger cars, relying on Ford's leading position in the field of commercial vehicles, ArgoAI's system will be commercialized in the field of commercial vehicles with more limited use scenarios but higher profits.
Although the American market is a relatively open market, Japanese, Korean and European companies have a place in the North American market, President Trump's appointment has made Geely and GAC suspend the pace of building factories in the United States. If independent brands want to enter the American market, they still need to wait until the relevant policies are clearer, especially after giving a clearer direction in the policy of new energy vehicles, before making a final decision.
European market: Volkswagen is still strong, and the merger of PSA and FCA brings more imagination.
By the end of 2011in 2009, the European market had achieved sales of nearly 14 1.8 million vehicles, down1.5% year-on-year; 201916543810, the monthly sales volume was close to10.2 million units, with a year-on-year increase of 3.8%. Last year, the impact of WLTP regulations has gradually faded; With Boris Johnson's victory in the general election, the risks and related uncertainties of hard Britain's exit from the EU are gradually digested by the market. With the first-stage agreement between China and the United States and Trump's focus on re-election in 2020, the trade war between the EU and the United States has temporarily subsided. Therefore, on the whole, car sales in the EU are still expected to maintain a small growth in the future.
From the perspective of specific countries, according to the data of the Federation, except for Britain, which was troubled by the crisis of Britain's withdrawal from the European Union, the other four major markets have all increased. However, from June 2065438 to June 2009, only Germany, with a relatively good economic situation, maintained positive growth, and Spain, with the worst economic situation, experienced the largest year-on-year decline.
From the perspective of car companies, the top three German luxury brands and Volkswagen are accelerating the transformation to mobile travel service providers and software service providers; PSA, on the other hand, has to make great efforts to start the integration with FCA. Under the leadership of Carlos Tavares, PSA miraculously led Opel to turn losses into profits. At present, the two major automobile groups regard Carlos Tavares as the savior and jointly lead PSA and FCA out of the quagmire. The most noteworthy thing is that PSA and FCA have agreed to merge, and a future world's fourth largest automobile company is on the paper. Carlos Tavares is also valued by all parties for exerting his superb leadership skills, leading this brand-new company to fully integrate, exerting maximum synergy and catching up with the backward "new four modernizations" technology. However, the merger between automobile enterprises has never been an easy task. It is not only necessary to overcome the problem of resource allocation, but also more difficult to integrate different corporate cultures.
For independent brands, the current EU market is less difficult to enter than the US market. The U5 of Aichi Automobile, a new force that built cars before, only achieved the result of colliding with Samsung on the E-NCAP, which is also embarrassing. Fortunately, the EZS and eHS of SAIC MG tested at the same time have achieved five-star results, which is very face-saving for domestic car companies. A firm foothold in the European market is the best endorsement of the brand appeal and technical strength of domestic independent brands, but it is not difficult. Link and WEY have also sounded the horn to enter the European market, and the struggle of independent brands in the European market in the future is quite interesting.
Japanese and Korean markets: the decline of the automobile market is difficult to improve in the short term, and Japanese and Korean car companies are stable overseas.
Affected by the demand overdraft caused by the increase of consumption tax, the sales of 2011.05% Japanese cars decreased to less than 240,000 vehicles. Before 1 1.3% total sales decreased. Japan is also at the end of the previous economic growth cycle, and the gap between subsidized pensions and consumption tax increases has affected consumers' desire to shop, so there is no hope that Japanese automobile consumption will pick up in a short time.
However, at the 20 19 Tokyo International Auto Show, we saw an interesting phenomenon: not only Japanese car companies turned to the field of electric vehicles, but also many concept cars with strange shapes, such as low-speed electric vehicles and old scooters. For China, which is also about to face the challenge of aging, the market potential of developing high-quality scooters that the elderly can control is also huge.
For Korean car companies, because the domestic market capacity is very limited, they still hope to export to overseas markets in the future. Once the international market does not perform well, it will have a fatal impact on Korean brands. 20 19, 1 1 0/0/0, South Korea sold a total of136,000 vehicles, down 2.5% year-on-year. Although the data of the previous 1 1 month has not been published and is expected to remain basically stable, the uncertainty of the international market will still keep Korean car companies vigilant. However, the biggest challenge facing Korean car companies in the future is the active expansion of domestic independent brands such as Geely and Great Wall to overseas markets. However, taking Hyundai Motor as an example, with the support of the Korean government, it will invest as much as $35 billion in electric vehicles, driverless technology and other alternative energy vehicles, hoping to re-consolidate its position in the global automobile industry through technological leadership.
Indian market: The decline is obvious, and it is difficult to become the next reliable "China market" in the eyes of multinational giants.
The continuous decline of the Indian auto market has not been alleviated. 20 19 1 1 month, the sales volume of new cars was only 325,680, down 3.9% year-on-year. Judging from the sales figures, the double-digit decline in the past few months has been contained, but it is hard to say when it will return to the growth track. On the whole, the sales of major domestic automobile manufacturers have fallen sharply, and Maruti Suzuki, which once occupied half of the country and occupied absolute dominance, can't escape the bad luck of decline; Tata, Hyundai and Toyota also experienced double-digit declines.
From the macro-economic point of view, India's GDP growth rate in 20 19 hit a five-year low, which led to the decline of consumer confidence and the contraction of bank credit, all of which had a great impact on local automobile sales. The continuous year-on-year decline of 1 1 month has caused Maruti Suzuki, an automotive company in the Indian market, to lay off employees. Although the Indian market has great potential, India has become a beacon in the eyes of global auto giants, both in terms of the number of thousands of cars and based on the future upgrading potential of current low-end models. However, the actual situation shows that the uncertainty of India's economic growth prospects, the slow pace of infrastructure renewal and the slowdown of the income level of ordinary people all make the future of India's auto market less beautiful than expected.
From the perspective of domestic independent brands, Chery officially announced its cooperation with Tata to enter the Indian market in 20 19; Baojun 530 and the subsequent MG? EZS helped SAIC re-enter the Indian market in the post-GM era. However, from the analysis of the current Indian market, many Japanese and Korean brands and local Tata have established a relatively complete network system of R&D, manufacturing, after-sales and sales, and it is almost impossible for domestic independent brands to form scale advantages in a short time.
Brazil market: Strong support from government policies and promising prospects.
Among all the major markets, the Brazilian market is outstanding. 20 1165438+196770 units sold in October, 20 19 years/to165438+/kloc-0. The growth of the Brazilian automobile market is mainly attributed to "Rota? 2030 "Industrial New Deal. The Brazilian government, which regards automobiles as a pillar industry of the national economy, has taken measures to reduce the industrial product tax on electric vehicles and hybrid vehicles in Brazil, and has also given tax credits to enterprises engaged in research and development of new technologies. In fact, this policy is similar to the domestic automobile industry policy. Loosening enterprises can greatly reduce their costs, while tax subsidies can stimulate consumers' purchasing power. However, as the largest market in South America, Brazil has a considerable part of its production capacity for export, and the politically turbulent South American market will greatly affect Brazil's automobile export situation.
Global economic growth is full of uncertainties, so the overseas expansion of China brands needs to be promoted cautiously.
The performance of the Australian automobile market is poor, with sales of 84,708 vehicles, 438+065,438+09 vehicles in 2065 10, down 9.8% year-on-year; From 1 to 1 1, the total sales volume reached 978,628 vehicles, down 8.2% year-on-year. In terms of vehicle types, passenger cars dropped by 2 1.3% to 23,022 vehicles, while SUVs dropped by 1. 1% to 3,9541vehicle, indicating that SUVs are increasingly favored by Australian locals. From the brand point of view, Toyota, Mitsubishi and Mazda rank in the top three, followed by Hyundai and Kia. The top five Japanese and Korean car companies have a market share of more than 50%. The remaining European and American brands are still Horton in Australia, which has been defeated in the dispute between Japan and South Korea, and the scenery is no longer there.
20 19, 165438+ 10, the sales of new cars in Russia decreased by 6.4% to157,000. From 20 19 to 1 1, the sales of new cars in Russia decreased by 2.8% year-on-year to 1.58 million. Speaking of the Russian market, Great Wall Motor, which built a factory in the local area, with the F7 launched by Latour Factory, the sales of Haval brand in Russia continued to climb. In the future, it is very clear that the Great Wall will rely on Latour factory to operate Russia and radiate the entire Eastern European and Central Asian markets.
20 19 China automobile enterprises are accelerating their global strategic layout. Many self-owned brand car companies compete to launch high-end brands or global products with higher positioning, aiming at impacting overseas markets. However, today's global economy is in the darkness after the 2008 financial crisis and before the arrival of a new round of crisis, and the uncertainty of sustained economic growth in the future is increasing. In addition, the trade protectionism initiated by the United States has also cast a thick shadow over the already fragile global economic prospects. The author suggests that at present, independent brands should focus on accumulating strength and invest limited resources in the research and development of core technologies, but it is not a very good time to expand their strategic territory on a global scale. In addition, looking back on the 2008 financial crisis, Geely seized the best opportunity to acquire Volvo. With the arrival of a new crisis, independent brands can re-find prey on a global scale. Many global car companies, or more influential regional brands in some places, may help our own brands to usher in new high-speed growth when the global economy recovers again in the future.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.