乘联会：3 月乘用车零售环比增长 317.5%，4 月车市会更好

经历了 2 月份的至暗时刻，3 月份车市开始触底反弹。

4 月 9 日，乘联会发布 3 月份乘用车市场零售数据。数据显示，3 月狭义乘用车市场零售 104.5 万辆，同比下降 40.4%，相对 2 月的 - 78.7% 同比降幅大幅提升 38 个百分点，3 月环比增幅也达到 317.5%，这意味着车市正在逐渐复苏。

3 月份综合销量 来源：乘联会

新能源汽车市场销量也出现环比上升，3 月份批发销量为 5.6 万辆，同比下降 49.2%，环比 2 月增长 4 倍。其中插电混动车型同比下降 59% 为 0.92 万辆，纯电动车批发销量同比下降 48%，为 4.7 万辆。乘联会表示，3 月独资与合资新能源车表现较强，成为新能源车市的重要力量，其中特斯拉 3 月份在中国市场销量达 10160 辆。

随着 3 月份车企陆续复工复产，乘用车产量逐步上升。数据显示，3 月乘用车产量 98.1 万辆，同比去年 3 月下降 51.2%，乘联会秘书长崔东树表示，3 月份车企产量已经恢复到 2010 年时期的水平。

3 月份车市回暖，4 月份车市有望延续复苏态势。崔东树表示，中小学恢复开学带来的购车潮应该相对火爆，由于疫情长期压抑，迎接五一小长假出游的 4 月购车换车潮也值得期待。受政策影响，4 月批发销量低基数会有所改善，崔东树预计 4 月份车市会有更好的表现。

即便如此，目前车市整体销量仍处于历史低位。对于车企来说，生存压力也在逐步加大。崔东树透露，今年 1-2 月汽车行业利润 100 亿元，下降幅度 79.6%，远低于工业企业下降 38.3% 的平均水平，销售利润率也降到 1.3% 的历史谷底。

崔东树表示，目前不少地方政府虽然出台了补贴政策，但补贴的方式并不清晰，而且落地的细则也没有出台，导致刺激汽车消费的政策对于消费者来说并没有太大的吸引力。

促进汽车消费需要全国的一揽子解决方案，要确保稳定消费、稳定经济的政策效果充分发挥。崔东树表示，尤其是需要中央财政税收层面的统筹决策支持。由于中国私车普及水平仍偏低，促消费政策不应担心透支未来消费问题。

After the dark time in February, the car market began to rebound at the bottom in March.
On April 9, the Federation released the retail data of the passenger car market in March. According to the data, the retail sales of narrow sense passenger vehicle market in March was 1045000, down 40.4% year-on-year, a substantial increase of 38 percentage points compared with - 78.7% year-on-year drop in February, and a growth rate of 317.5% month on month in March, which means that the vehicle market is gradually recovering.
Source of comprehensive sales volume in March: Federation of riders
The sales volume of new energy vehicle market also rose on a month on month basis. The wholesale sales volume in March was 56000, down 49.2% year on year, and quadrupled on a month on month basis. Among them, the plug-in hybrid model dropped 59% year-on-year to 9200, and the wholesale sales of pure electric vehicles dropped 48% year-on-year to 47000. In March, the wholly-owned and joint venture new energy vehicles showed strong performance and became an important force in the new energy vehicle market, with Tesla’s sales volume in China reaching 10160 in March, the Federation said.
With the resumption of production of automobile enterprises in March, the production of passenger vehicles gradually increased. According to the data, the output of passenger vehicles in March was 981000, down 51.2% year-on-year. Cui Dongshu, Secretary General of the passenger Federation, said that the output of vehicle enterprises in March had recovered to the level of 2010.
In March, the car market recovered, and in April, it is expected to continue to recover. Cui Dongshu said that the wave of car buying brought about by the resumption of primary and secondary schools should be relatively hot. Due to the long-term depression of the epidemic, it is also worth looking forward to the wave of car buying and changing in April for the May Day holiday. Affected by the policy, the low base of wholesale sales will improve in April, and Cui Dongshu expects the car market to perform better in April.
Even so, the overall sales volume of the car market is still at a historical low. For car companies, the survival pressure is also gradually increasing. Cui Dongshu revealed that the profit of the automobile industry from January to February this year was 10 billion yuan, a drop of 79.6%, far lower than the average level of 38.3% decline of industrial enterprises, and the sales profit margin also fell to a historical bottom of 1.3%.
Cui Dongshu said that although many local governments have introduced subsidy policies at present, the way of subsidy is not clear, and the detailed rules for implementation have not been issued, resulting in the policy of stimulating automobile consumption is not very attractive to consumers.
To promote automobile consumption, we need a package of national solutions, and we need to ensure that the policy effects of stable consumption and stable economy are brought into full play. Cui Dongshu said that, in particular, overall decision-making support at the level of central finance and taxation is needed. As the popularity level of private cars in China is still low, consumption promotion policies should not worry about overdraft in the future.