CAAM Monthly Press Conference (July 2019) Held in Beijing
2019/07/18   From:CAAM

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  On the afternoon of July 10, CAAM held the monthly press conference in Beijing Auto Museum, on which the economic operation of the automotive industry, the power battery data of NEVs and the promotion and application situation of EV charging infrastructures nationwide in June were released as well as the ACI (Auto Climate Index) in Q2. The reporters from over 70 medias, such like the Xinhua News Agency and CCTV, attended the press conference.

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  Mr. Shi Jianhua, the Deputy Secretary General of CAAM, participated in.

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  Mr. Chen Shihua, the Secretary General Assistant of CAAM, hosted the press conference.

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  Ms. Li Hong, the Director Assistant of CAAM Information Department, informed the economic operation of the automotive and motorcycle industries in June. She gave a comprehensive introduction on those major indicators.

  1. Sales and Production: In June, the decrease rate narrowed comparing with the same period last year. This month, the production and sales of automobiles reached 1.895 million and 2.056 million respectively, up 2.5% and 7.5% than that of last month, but down 17.3% and 9.6% year on year. The yearly decrease rate shrank 3.9 percentage points and 6.8 percentage points comparing with that of last month. For the first half, the accumulated production and sales were 12.132 million and 12.323 million, down 13.7% and 12.4% year on year, with which the decrease rate of production enlarged 0.7 percentage points than that of the first five months; while such for sales narrowed 0.6 percentage points.

  As seen in June, the overall downward trend still faced great pressure even though the decrease rate narrowed a little, with which a twelve-month successive decline on yearly basis could be seen. Due to the end of the transitional period of NEV subsidy on June 25 and the shift to China 6 in some regions on July 1, as well as the promotion policies by the manufacturers and dealers, the market demand of the passenger cars was up from the last month. This month, the auto production and sales ratio reached 108.5%. The enterprises increased efforts to destocking, of which the inventory decreased to the lowest point as of July in 2014. Affected by strengthening governance on the issue of “large tonnage vehicle with small tonnage label”, the light-duty trucks witnessed a double-digit decline both monthly and yearly, thus influencing the growth of the commercial vehicles. From the perspective of the sales and production in the first half, the overall was in a low running, lower than our expectations at the beginning of the year. The market consumption was not improved by the factors of “price promotion”. So did the wait-and-see mood of the consumers. With the implementation of new purchase tax and China 6 shift in some areas on July 1, the consumption may be improved. Those shall become the positive factors to drive the market demand in the next half. As the first half below our expectations, it is expected to show negative growth for the whole year. Hence, it is hoped that the government promoting consumption policies can be implemented as soon as possible.

  2. Operation Features: The decrease rate of sales narrowed, with which the decrease rate of passenger cars was lower than the overall. The commercial vehicles witnessed decline on yearly basis. So did the pickups. For NEVs, the high-speed growth could be seen comparing with a year earlier. The market share of Chinese brand passenger cars declined. The sales of Top 10 enterprises were down comparing with the same period last year. The decrease rate of auto export shrank. The economic benefit growth rate of key enterprises was lower than a year earlier. As for the situation of motorcycles, the sales and production were higher than that of the previous year. And the export continued to decline yearly.

  3. Chinese Brands: For the first half, the top 15 enterprises were SAIC, Geely, Changan, Dongfeng, BAIC, Great Wall, FAW, Chery, JAC, BYD, GAC, SINOTRUK, Brilliance, Shaanxi Automobile and Zotye in terms of the sales of Chinese brand automobiles. As seen by type, for Chinese brand passenger cars, the top 15 were SAIC, Geely, Great Wall, Changan, Chery, Dongfeng, BYD, BAIC, GAC, Zotye, JAC, FAW, Brilliance, Hawtai Motor and Liebao Motors; and for Chinese brand commercial vehicles, the top 15 were Dongfeng, BAIC, SAIC, Changan, FAW, SINOTRUK, JAC, Shaanxi Automobile, Great Wall, Chengdu Dayun, Brilliance, Tang King Auto, Chery, KLM and Zhejiang Feidie Automobile.

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  Mr. Ni Quan, the Director of CAAM Policy Researching Department, released the ACI (Auto Climate Index) in Q2. According to the evaluation index system, the results as follows:

  1. In Q2, the ACI was 12, still in “supercooling” section of the blue light area.

  2. The coincident composite index of the automotive industry lowered 0.53 points than that of in Q1; and such for the leading composite index lowered 0.73 points.

  3. The above showed that the current automotive industry was weak, still some downward pressure ahead.

  The comprehensive analysis of ACI:

  1. In Q2, the ACI was 12. Though an increase of 6 points could be seen comparing with Q1, it was still in supercooling area.

  2. In Q2, the coincident composite index of the automotive industry was 81.43 (as 100 for 2010), lowering 0.53 points than that of in Q1.

  3. The leading composite index was 81.96 (as 100 for 2010), lowering 0.73 points than that of in Q1.

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  Mr. Cao Guoqing, the Deputy Secretary General of China Auto Power Battery Industry Innovation Alliance, informed the monthly power battery data. In June, the total production of power batteries reached 6.4GWh, down 35.7% than that of last month. As seen by type, the production of ternary battery was 4.5GWh, down 29.5% than that of last month, accounting for 71.2% of the total; the production of lithium iron phosphate battery was 1.7GWh, down 27.3% than that of last month, accounting for 26.5% of the total. As for the first half, the accumulated production of power batteries in China reached 43.4GWh, of which the accumulated production of ternary battery reached 27.4GWh, accounting for 63.2% of the total; the lithium iron phosphate battery was 13.9GWh, accounting for 32.0%; others accounted for 4.8%.

  In June, the loading capacity of power batteries was 6.6GWh in total, up 130.7% year on year, and up 16.6% than that of last month. The growth rate both increased on monthly and yearly basis. As seen by type, the loading volume of ternary battery reached 4.7GWh, up 27.0% than that of last month, enjoying positive growth again. Such for the lithium iron phosphate battery on special vehicles slightly decreased, reaching 1.7GWh, down 2.9% than that of last month. For the first half, there were totally 63 power battery manufacturers nationwide achieving loading, of which the loading volume of the top 3, top five and top 10 reached 22.2GWh, 23.8GWh and 26.2GWh respectively, accounting for 74.1%, 79.2% and 87.5% of the total. In terms of loading capacity in January to June, the top 10 enterprises were CATL, BYD, Gotion, Lishen Battery, United Auto Battery, EVE, Farasis, CALB, BAK and DFD New Energy.

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  Mr. Tong Zongqi, the Director of Information Department of EVCIPA, informed the promotion and application situation of EV charging infrastructures nationwide in June. Up to this June, the numbers of public charging piles submitted by the alliance members reached 412 thousand units, of which AC charging point 236 thousand units, DC 175 thousand units, AC/DC integrated 500 units. Comparing with that of in May, the public charging piles increased 10,926 units. From last July to this June, the monthly average increase of public charging piles were about 11,656 units. This month, an increase of 51.5% could be seen on yearly basis.

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  Besides, the leaders present answered the questions of the reporters regarding to the industrial hot issues.