China passenger vehicle end user sales in H1 2017 down 2.75%
根据CBU Analytics整理的终端销量数据显示，2017年上半年，狭义乘用车（轿车、MPV和SUV）上牌量达到1009万辆，同比下跌2.75%。其中1.6L及以下乘用车占上半年总上牌量的63.79%，与没有购置税政策的2015年上半年相当。同时，上半年的批发量比终端销量多8.36%，也是自2012年来库存压力最大的上半年。
According to data from CBU Analytics, China’s registration volume of passenger cars, MPVs and SUVs in H1 2017 reached 10.09 million units, down 2.75 percent year-on-year. Passenger vehicles with engine displacement of 1.6L and below took up 63.79 percent of the total PV registration volume in H1. Meanwhile, wholesale volumes were 8.36 percent more than registration volume in H1 2017, which meant inventory problem was the most serious since 2012.
上半年，除中国、日系、英系和沃尔沃品牌增长外，其余国别品牌均出现下跌。中国品牌乘用车终端销量增长2.42%，其中SUV占比为57.88%。日本品牌增长6.77%，英国品牌依靠SUV增长33.49%，瑞典品牌沃尔沃增长15.90%。而韩系品牌销量下跌36.97%，法系品牌销量下跌31.04%。
In H1 2017, except the Chinese, Japanese, British and Volvo brands, all other brands saw negative growth. Chinese brand passenger vehicle end-user sales increased 2.42 percent, with SUVs taking up 57.88 percent of the volume. Japanese brands increased 6.77 percent, British brands increased 33.49 percent driven by SUVs while Swedish brand Volvo increased 15.90 percent. However, Korean brands suffered a sales drop of 36.97 percent and French brands saw sales decrease 31.04 percent.
集团方面，2017年上半年乘用车上牌量前十分别为上汽、东风、一汽、长安、广汽、北汽、吉利、长城、华晨和奇瑞，合计为909万辆，占乘用车上牌量的90.08%，同比下跌2.90%。2017年上半年由吉利品牌驱动的吉利集团猛增69.93%，由广汽传祺SUV与Jeep国产车型驱动的广汽集团增长15.53%，依靠宝马国产车型华晨集团增长9.85%，长城微增2.60%。其余集团均出现负增长，长安集团下跌17.46%，长安旗下各个品牌全线下跌。北汽集团下跌13.85%，其中现代国产车型下跌35.37%，但奔驰国产车型增长39.05%。
In H1 2017, the top 10 Chinese groups by passenger vehicle end-user sales were SAIC, Dongfeng, FAW, Chang’an, GAC, BAIC, Geely, Great Wall, Brilliance and Chery. Their combined sales reached 9.09 million units, down 2.90 percent, accounting for 90.08 percent of the total PV registration volume. Driven by its namesake brand, Geely Group sales surged 69.93 percent. Driven by the Trumpchi and Jeep’s locally-produced SUVs, GAC Group increased 15.53 percent, while Brilliance Group increased sales 9.85 percent powered by BMW’s locally-produced models. Great Wall increased 2.60 percent. However, end-user sales of other groups saw negative growth. Chang’an Group sales decreased 17.46 percent, with all brands’ sales dropping. BAIC Group sales decreased 13.85 percent, with locally-produced Hyundai models dropping 35.37 percent but locally-produced Mercedes-Benz models increasing 39.05 percent.
品牌方面，2017年上半年乘用车终端销量前十名分别为大众、本田、丰田、别克、吉利、日产、长安、宝骏、哈弗和福特，合计533万辆，占乘用车上牌量的52.85%，同比增长2.31%。吉利品牌猛增74.90%，达454,565辆；宝骏增长34.31%，达388,602辆；哈弗增长11.03%，达366,940辆。而大众品牌下跌8.71%，别克品牌下跌11.80%，长安品牌下跌11.08%，福特品牌下跌17.79%。
In H1 2017, the top 10 passenger vehicle brands in end-user sales were Volkswagen, Honda, Toyota, Buick, Geely, Nissan, Chang'an, Baojun, Haval and Ford. Their combined sales reached 5.33 million units, up 2.31 percent, accounting for 52.85 percent of the total PV registration volume. Geely brand reached 454,565 units, up 74.90 percent. SGMW’s Baojun reached 388,602 units, up 34.31 percent. Haval reached 366,940 units, up 11.03 percent. However, Volkswagen brand sales were down 8.71 percent, Buick down 11.80 percent, Chang’an down 11.08 percent and Ford down 17.79 percent.
省份方面，2017年上半年乘用车终端销量前十名为广东、江苏、山东、河南、河北、浙江、四川、湖南、安徽和湖北，合计616万辆，占总上牌量的61.01%，其中SUV的占比为37.87%。
The top 10 Provinces in registration volume were Guangdong, Jiangsu, Shandong, Henan, Hebei, Zhejiang, Sichuan, Hunan, Anhui and Hubei province. Their combined sales reached 6.16 million units, accounting for 61.01 percent of the national total. SUVs accounted for 37.87 percent of the registration volume.
新能源乘用车方面，2017年上半年终端销量前十名为比亚迪、北汽、荣威、知豆、江铃、奇瑞、江淮、吉利、长安和众泰，合计81,711辆，占总上牌量的89.42%，同比增长5.90%。比亚迪品牌下跌50.95%，达10,462辆；江淮下跌31.37%，达5,898辆。
In H1 2017, the top 10 brands by new energy (PHEV+BEV) passenger vehicle end-user sales were BYD, BAIC, Roewe, Zhidou, JMC, Chery, JAC, Geely, Chang’an and Zotye. Their combined sales reached 81,711 units, up 5.90 percent, accounting for 89.42 percent of the total new energy PV registration volume. BYD took the lead with 10,462 units but were down 50.95 percent. JAC reached 5,898 units, down 31.37 percent.