In 2021, under the severe challenges of insufficient supply caused by the frequent outbreak of domestic epidemics and chip shortages, China's auto industry will complete 26.082 million and 26.275 million vehicles respectively, up 3.4% and 3.8% year-on-year, respectively. It has been declining for three consecutive years since 2018. New energy vehicles have become a bright spot in development. The sales volume will exceed 3.5 million in 2021, and the market penetration rate will increase to 13.4%. Various multinational auto companies are also accelerating the launch and layout of new energy vehicle products in the Chinese market. However, the market performance of mainstream multinational car companies in 2021 will vary. Although it cannot be said that "the Chinese market will win the world", the Chinese market has an extremely important impact on the global sales volume and future development prospects of multinational car companies.

　　From a country perspective, German car companies are highly dependent on the Chinese market. In 2021, the sales of German car companies in the Chinese market will account for more than 33% of their total sales. However, Volkswagen's dependence on the Chinese market dropped from 41.4% in 2020 to 37.2% in 2021, a decrease of 4.2 percentage points, the most obvious decline among multinational car companies, due to the year-on-year decline in its sales in the Chinese market. 14.3%. In the field of luxury cars, the top three German brands, Mercedes-Benz, BMW and Audi, will each sell more than 700,000 units in China in 2021, and BMW will become the sales champion of luxury cars in China.

　　For Japanese car companies, the Chinese market also occupies an important position. Toyota ranks first in global sales and is the only Japanese car company in 2021 with year-on-year sales growth in China. However, Toyota's global sales in 2021 will increase by 10% year-on-year, which is higher than the growth rate in the Chinese market (8.2%). Dependence fell slightly by 0.4 percentage points to 18.5%. In 2021, both Honda and Nissan's dependence on the Chinese market will decline due to the decline in sales. Among them, Honda's sales in China will decrease by 4.0% year-on-year, and Nissan's sales will decrease by 6.4%. There is also a lot to do with the fact that there are fewer models sold and the replacement of models is slow.

　　The dependence of American car companies on the Chinese market continues to increase. General Motors is still the most dependent of multinational auto companies on the Chinese market, rising to 46.1% from 42.5% in 2020. Ford's dependence on the Chinese market also increased from 14.4% in 2020 to 15.8% in 2021. Tesla seized the opportunity of the rapid development of new energy vehicles in China and the world. Its sales in China increased by 116.7%, and its dependence on the Chinese market rose to 34.3%.

　　In contrast, the share of Korean automakers in the Chinese market has fallen sharply. Hyundai-Kia's sales in China continued to decline, with a drop of 27.3% in 2021, the highest among all multinational car companies, and its dependence on the Chinese market also dropped to 8.2%.

　　Although the Stellantis Group, newly established last year, has many brands, it is not in a good situation in the Chinese market. In 2021, only PSA (Peugeot Citroen) will rebound in sales in the Chinese market. Although it has increased by nearly 103%, the sales volume will only be 102,100 units. How to re-emerge in the Chinese market is a serious challenge for Stellantis Group.

　　Toyota Automotive

　　Toyota Group's global sales in 2021 will reach 10.5 million vehicles, a year-on-year increase of 10%, ranking first in global sales. In China, Toyota sold 1.944 million vehicles, up 8.2 percent year-on-year, and sales in China accounted for 18.5 percent of its total sales. Among them, FAW Toyota sold 860,100 units, an increase of 8% year-on-year; GAC Toyota sold 840,400 units, an increase of 11% year-on-year. Toyota is the only Japanese car company to maintain sales growth in China in 2021. The multi-faceted business strategy, reasonable and diverse model selection, and relatively sufficient chip inventory will help Toyota's sales in China continue to grow steadily.

　　Volkswagen Group

　　In 2021, Volkswagen Group's global sales volume will be 8.882 million units, a year-on-year decrease of 5%, ranking second in global sales and its worst sales data in the past 10 years. "Lack of core" is the most important factor affecting the decline in production and sales. reason. In 2021, the Volkswagen Group will sell a total of 3.3 million vehicles in China, accounting for 37.2% of its total global sales. Although Volkswagen Group's sales in China fell by 14.3% year-on-year, hitting a new low in eight years, it is still the multinational car company with the highest sales volume in the Chinese market. In 2021, SAIC Volkswagen's sales volume will be 1.242 million units, a year-on-year decrease of 17.5%; the sales of FAW-Volkswagen (including Audi and Jetta brands) will be 1.8578 million units, a year-on-year decrease of 14.1%.

　　Renault-Nissan-Mitsubishi Alliance

　　In 2021, the global sales of the Renault-Nissan-Mitsubishi alliance will be 7.68 million units, a year-on-year decrease of 1.5%; of which 1.4475 million units will be sold in China, a year-on-year decrease of 14.2%, and sales in China will account for 18.8% of its total sales. The three companies in the alliance are in different situations. In 2021, the sales of passenger vehicles of Nissan's joint ventures in China will be 1.1349 million units, down 6.4% year-on-year; Renault Group's global sales will be 2.696 million units, down 4.5% year-on-year, the third consecutive year of decline, and it has suffered from "exploration" in China. Limit down at the end of the year”; Mitsubishi’s joint venture in China, GAC Mitsubishi, will sell only 66,000 vehicles in 2021, down 12% year-on-year.

　　Hyundai Kia

　　Hyundai-Kia Group's global sales in 2021 will be 6.668 million vehicles, of which 3.89 million are Hyundai vehicles, a year-on-year increase of 3.9%; and 2.7771 million are Kia vehicles, a year-on-year increase of 6.5%. In contrast to Hyundai-Kia's global growth, its sales in China have been dismal. In 2021, Hyundai-Kia's total sales in China will be 548,400 units, down 27.3%, and sales in China will account for 8.2% of its total sales. Among them, Hyundai Motor sold 385,000 units in China, down 23.3%; Dongfeng Yueda Kia sold 163,400 units, down 35.3%. Under the attack of the upward trend of independent brands and the downward trend of joint venture brands in Europe and the United States, the once-popular Korean cars are struggling.

　　General Motors

　　GM's global sales in 2021 will be 6.291 million vehicles, showing a downward trend for the fifth consecutive year, down 8% year-on-year. In the Chinese market, GM sold 2.9 million vehicles, accounting for 46.1% of the total sales in China, making it the second largest multinational car company in China after Volkswagen. Among the enterprises (brands) in China, SAIC-GM-Wuling contributed the most, with sales of more than 1.7 million vehicles in 2021; luxury brand Cadillac sold 233,100 vehicles, setting a record for annual sales in China; SAIC-GM is in mainstream segments such as large MPVs and mid-to-high-end SUVs The market has certain advantages, increasing the market share.

　　Ford

　　Ford will sell 3.942 million vehicles in 2021, down 6 percent from a year earlier. In the Chinese market, Ford sold 624,800 vehicles, a year-on-year increase of 3.7%, and sales in China accounted for 15.8%. Among them, the Lincoln brand is eye-catching, with sales of 91,621 units in 2021, a year-on-year increase of 48.3%, setting the best annual sales record since the brand entered China; the stable performance of Ford brand SUVs and high-end sedans has become the highlight of performance in 2021, Ford Explorer throughout the year Sales volume increased by 43.4% year-on-year.

　　Honda

　　In 2021, Honda's global sales will be 4.48 million units, a slight year-on-year increase. In the Chinese market, its terminal sales were 1,561,500 units, down 4.0% year-on-year, and sales in China accounted for 34.9% of its total sales. Among them, Guangzhou Automobile Honda sold 768,300 units, and Dongfeng Honda sold 793,300 units. In terms of models, the annual sales volume of CR-V exceeds 200,000 units, and the terminal sales of Accord, Binzhi, Haoying, XR-V and Civic all exceed 150,000 units.

　　Stellantis Group

　　On January 16, 2021, the Stellantis Group, formed by the merger of FCA (Fiat Chrysler) and PSA (Peugeot Citroen), was officially established. According to statistics, the total sales volume of the Stellantis Group in 2021 will be 5.38 million units, a decline from before the merger. In the Chinese market, Stellantis sold 122,200 units, a year-on-year increase of 34.6%, and sales in China only accounted for 2.3% of its total sales. The performance of the two joint ventures in China is mixed: Shenlong will sell a total of 102,100 vehicles in 2021, a year-on-year increase of 103%. Gram sales in 2021 will only be 20,123 units, a year-on-year decrease of 50.33%, and the competitiveness has dropped significantly.

　　BMW Group

　　In 2021, the BMW Group's global sales volume will be 2.5159 million units, a year-on-year increase of 8.4%; among them, the BMW brand's sales volume will reach a record high of 2.21 million units, a year-on-year increase of 9.1%, making it the leading brand in the global high-end car market. In addition, sales of pure electric vehicles in the BMW Group increased by 133.2% year-on-year to 103,000 units. In China, the BMW Group will deliver 846,200 new vehicles in 2021, a year-on-year increase of 8.9%, with sales in China accounting for 33.6% of the total, with sales of 3 Series, 5 Series and X3 all exceeding 150,000. In terms of new energy vehicles, the BMW Group will sell more than 48,000 new energy vehicles in China in 2021, a year-on-year increase of 69.6%.

　　Mercedes-Benz Group

　　The Mercedes-Benz Group's global passenger car sales in 2021 will be 2,093,500 units, a year-on-year decrease of 5%. From the perspective of major markets, its sales in the European market fell by more than 11%, the North American market increased slightly by 0.3% year-on-year, and the sales in the Asian market fell by 1.6% year-on-year; China, as its largest single market, will sell 758,900 units in 2021, a year-on-year increase of 758,900 units. Down 2%, and sales in China accounted for 36.2%. In terms of models, Mercedes-Benz's new S-Class delivered a total of 87,064 units worldwide, an increase of 40%, and the sales in the Chinese market accounted for 35.5%; the global sales of Maybach increased by 50% to 15,730 units, and the Chinese market alone reached 10,800 units.

　　Tesla

　　In 2021, Tesla will continue to be the champion of global new energy vehicle sales. In 2021, Tesla's global deliveries will be 936,000 vehicles, of which 320,700 vehicles will be sold in China, a year-on-year increase of 116.7%, and sales in China will account for 34.3% of its total sales. Judging from the delivery data in China, the Model 3 and Model Y for the mid-market are the most popular. In 2021, Tesla’s revenue in the Chinese market will be $13.844 billion, accounting for 25.7% of the company’s revenue.