推荐回答(1个)
据乘联会数据显示,8月份国内狭义乘用车市场销量同比增长8.9%至170.3万辆,实现了自2018年5月以来的最强的正增长;1-8月累计销量同比下滑15.2%至1101.5万辆,各大车企销量跌幅进一步收窄。

结合前几月的销量数据来看,在消费者消费水平以及各类提振市场政策影响下,多家车企在8月淡季依旧呈现出两位数增长,当然也有部分车企仍然难抵下滑的趋势。例如,在前30家车企中,包括上汽大众、上汽通用、北京现代、东风悦达起亚、东风小康和东风柳州6家车企出现了销量的负增长,其中就包含了三家主流的汽车厂商,最高跌幅达到了30%以上。当然,也不乏有出现销量暴增的车企,一汽红旗8月销量增长109.9%至21020辆,北京汽车增长71.7%至9500辆,长安汽车增长60.8%至85928辆。

在8月份的Top15车企中,各家市场表现也大同小异,最受关注的是两家尚未“转正”的车企——上汽大众和上汽通用。
上汽大众自从丢了销量冠军后,与一汽大众的差距也越来越大。数据显示,上汽大众8月汽车销量下滑4.0%至145000,是Top15车企中跌幅最大的。作为上汽大众的兄弟企业,一汽大众8月销量和前8月累计销量均实现同比增长,也是榜单中唯一一家超过百万辆的车企,远超上汽大众近35万辆。

上汽通用旗下拥有别克、雪佛兰和凯迪拉克三大品牌,覆盖合资中低端及豪华车市场成为头部企业之一,但是由于大幅的终端售价优惠以及三缸机策略下导致销量一蹶不振,在7月实现增长后再次出现下滑3.4%的跌幅。对于上汽集团而言,两家头部企业均出现下滑显然压力巨大,后期的发力同样令人担忧。

自主品牌方面,吉利、长安、上汽通用五菱、长城、奇瑞、上汽乘用车引领自主品牌的发展。吉利仍然是自主品牌头部企业,8月销量增长12.1%至113443辆;长安则是唯一实现双增长的自主品牌,8月销量增长60.8%至85928辆,1-8月增长16.2%至558398辆,主要得益于长安CS75系列和长安逸动的强劲输出。
日系品牌方面,东风日产销量虽然领先两本两丰,但是增长势头乏力,反观东风本田和广汽本田销量增长均超过20%。广汽丰田跌出前十被长城汽车反超,一汽丰田则跌出前十五被上汽乘用车反超,但是后期的发展势头还是可观的。

总体来看,在Top15车企中一汽-大众、长安汽车、广汽丰田、华晨宝马和北京奔驰累计销量均转正,而其它车企仍出现不同程度的下滑,其中上汽大众和上汽通用还出现了双负增长。
Top15之外的车企,也不乏有表现亮眼的。例如一汽红旗近年来的表现就令人惊喜,似乎不受疫情影响,累计销量涨幅高达104.2%;长安福特在投放了锐际车型后,2020年销量出现了稳步的增长,8月45.4%和1-8月25.4%的涨幅使其后续的发展充满期待。
造车新势力方面,依旧是蔚来汽车发展较为稳定,8月销量增长104.1%至3965辆,1-8月增长109.9%至21667辆。

在存量竞争的大环境下,弱者的弱势表现更加明显,车企的生死存亡再次引发关注。销量出现下滑的41家车企中,月销在3位数以下的车企多达25家,其中18家车企销量已经归零,其中如东风雷诺、华泰、知豆、康迪、领途、永源等品牌已经不复存在,而北汽银翔、比速、众泰、裕隆、力帆、海马等车企也游走在生死边缘。在存量竞争的大环境下,没有核心技术和创新意识的品牌逐渐被并购或淘汰出局,成为历史。
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本文来源于汽车之家车家号作者,不代表汽车之家的观点立场。
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