继1月纯电动乘用车销量为0之后，2月江淮纯电动乘用车销售再遭“滑铁卢”。据3月7日晚间江淮汽车（600418.SH）对外发布的产销快报显示，公司2月纯电动乘用车产销量分别为414辆、125辆，同比下滑69.29%、89.42%。前两月纯电动乘用车累计产销量分别同比下降86%和95%。数据看似“惊人”，但目前企业产品销量的同比下降成了普遍现象。就在昨日，北京汽车也发布了2月份销售数据，与前者一样，其2月单月新能源车的销售也同比下降了接近36%。车企新能源销量的下降更多源于外部因素影响。今年以来，受新补贴政策正式实施的影响，此前工信部公布的前五批《新能源汽车推广应用推荐车型目录》都被推倒重审，造成《目录》信息的不确定性；加之今年是新能源补贴退坡的第一年，除中央财政补贴金额已经明晰之外，各地的财政补贴政策都在紧急制定之中，在补贴尚未完全明确的大背景下，近两个月新能源汽车市场的销售便一直处于相对“混沌”的状态，包括吉利在内的多家车企的新能源汽车，在上海市场上都暂时停销，以接受订单过渡。不过，按照全国乘联会秘书长崔东树的预测，与1月大幅下跌的情况相比，2月份新能源市场将有所好转，预计累计销量可达到2万辆。 相对新能源汽车销售的下滑，在记者看来，传统车型的销量下降更值得江淮汽车关注。官方数据显示，2月份江淮产销量分别为45244辆、46238辆，同比下滑2.48%和17.59%。前两月江淮汽车的累计销量同比下降14.71%，仅为10.69万辆。抛开商用车，其乘用车累计销量更是从去年同期的82693辆下滑至47915辆，降幅超过4成。虽然综合来看，2月车市依然受到春节放假因素的影响，但从目前已发布销量的自主车企广汽、长城、长安以及吉利的销售表现来看，同比均有一定程度增长。在SUV的强劲带动下，自主品牌的整体表现依然向好。但反观江淮，所有的乘用车品类中，2月仅MPV增长了20%，但销量仅为4200余辆，前2月所有乘用车品类都出现下滑，其中SUV的下降幅度更是达到了42.6%，仅为3.5万辆，让人大跌眼镜。要知道，在过去的两年里，SUV一直是扛起江淮汽车销量大旗的关键。

 

JAC’s Sales of Passenger Cars Dropped over 40% in Last Two Months Leading by NEV

Sale of BEVs of JAC in February dropped again after it was zero in January. The production and sales volume of BEVs in February was 414 and 125 units, a year-on-year decline of 69.29% and 89.42% respectively. Production and sales volume of JAC’s BEVs during the past two months dropped 86% and 95% year over year respectively.

 

It has become a common phenomenon that Sales of automakers encountered a drop at present. BAIC announced its sales of February yesterday, its sale of NEVs in last month also declined by almost 36%. Declined sales of NEVs of automakers mostly due to the effect of external factors. Since this year the new subsidy policy is to be officially implement, the first five batch of List of recommended vehicles for NEVs’ Popularization and Application announced by MIIT were redefined, which made the information provided by the list keep uncertain. Also, policies of fiscal subsidies of various regions are still under preparation yet. NEVs of multiple automakers including Geely all stopped sales in Shanghai but only accept an order.

 

However, Mr. Cui Dongshu, secretary-general of CPCA, predicted that NEV market in February will be better with an expected sales of 20 thousand units. But the reporter thought sales decline of traditional vehicles need more attention from JAC. According to data from JAC’s website, production and sales volume of JAC’s traditional vehicles were 45,244 and 46,238 units in February, a year-on-year glide of 2.48% and 17.59% respectively. The total sale of JAC’s traditional vehicles during the past two months was 106.9 thousand units, a year-on-year drop of 14.71%. Also, JAC’s total sale of passenger vehicles declined almost 40% to 47,915 units from 82,693 units of the same period of last year. However, sales of other automakers like GAC, the Great Wall, Changan and Greely of February all gained growth of different disgrees.

 

Self-owned brands still have a good performance with SUV sales growth, while JAC only has its sale of MPV increased 20% to 4,200 units, and all sales of its passenger car brands descended, among which sale of SUV declined 42.6% to 35 thousand units.

 

JAC has aimed to sell 400-thousand-unit passenger cars in 2017. However, sales of passenger cars in the past two months are less than 50 thousand units, 12.5% of JAC’s sales target. JAC will has 6 new models come to the market this year, but it would be difficult to achieve the goal of 400 thousand units if it loses SUV market.