３月の中国自動車販売は下落、前代未聞の不調が継続中

Chinese Car Sales Thrashed In March As Unprecedented Collapse Slump Continues

by Tyler Durden

Wed, 04/10/2019 - 12:32

Car sales in China, the world's largest vehicle market, continue to tumble, exposing an increasingly ugly picture for the global automotive market. The data marks a dismal and protracted reversal in a market that had done nothing but grow for decades, according to Bloomberg. In March, retail sales of sedans, SUVs, minivans and multipurpose vehicles dropped 12% to 1.78 million units, according to the China Passenger Car Association. This is after an 18.5% drop in February and a 4% drop in January.


世界最大の自動車市場中国で下落が続く、世界自動車産業の悪化が続く。何十年も成長してきた市場で陰鬱な反転が続く、とブルームバーグは伝える。３月にセダン、SUV、ミニバンそして多目的車の売り上げた１２％下落し１．７８台となった、China Passenger Car Associationの発表だ。１月の４％下落、２月の１８．５％に続くものだ。


The country's slowing economy and continued trade tensions with the United States are weighing on consumer sentiment among its 1.4 billion people. Additionally, changes in tax policies and import tariffs have also acted as a headwind for car demand. Cars were the only consumer product category in China that shrank the first two months of 2019.

同国の景気減速と対米貿易係争が１４億人の消費心理を弱めている。更には、税制変更と輸入関税が自動車需要を悪化させている。２０１９年の当初２か月で縮小した唯一の中国消費カテゴリだ。

Cui Dongshu, secretary general of the CPCA, is among those calling for more government intervention to spur buying: “There are only 200 million private vehicles in China, leaving huge room for growth. Policies should be put in place to spur vehicle consumption in 2019.” Because as we all know, the government manipulating the market to create demand where there isn't any could never backfire, right?

CPCAの秘書長 Cui Dongshu　は政府に購入促進政策を求めている：「中国の自家用車はわずか２００M台にすぎない、まだまだ成長の余地はある。２０１９には購入促進政策を取るべきだ」。誰もが知っていることだが、もうそれほど需要のないところに政府が需要創生操作をしている、それでもしっぺ返しはないだろう、本当だろうか？

Even better, despite the horrifying data, Cui still thinks that car sales "may recover in April", helped by the country's planned tax reductions. He stopped short of predicting sales gains, but PCA raised its forecast for 2019 sales of new energy vehicles - battery, hybrid and fuel cell cars - to 1.7 million from 1.6 million.

もう少しうまく言うと、ひどいデータにもかかわらず、Cuiは「４月になると自動車販売が回復するかもしれない」と考えている、減税が予定されているからだ。彼は売上予想の下方修正を止めた、むしろPCAは２０１９年に新エネルギ車の売上予想を増やした、ーー電気自動車、ハイブリッド、燃料電池だーーこれが１．６Mから１．７M台になると見ている。

With China out of the picture, global automakers like Toyota and Ford are left with few places to go for growth in sales. Markets in Europe and North America continue to slow alongside of China as the availability of car sharing services makes buying less necessary. Japan is also slowing down, while gains in smaller markets are unable to offset growth in larger markets.


中国以外では、トヨタやフォードのような世界的自動車メーカーにとって売上を増やせる市場は殆ど無い。欧州や北米市場は減速している、中国と共にカーシェアリングが増え購入の必要性が減っている。日本も減速している、小さな市場では大きな市場の減速を補うことはできない。


Chen Hong, chairman of SAIC Motor, China’s biggest automaker, said: "2019 will bring severe challenges." Trying to rally his employees in an internal worker memo, he called for his company to "accelerate innovation and strive toward higher quality". SAIC's sales fell 17% in the first two months of 2019.
Ford reported a 54% sales plunge in China last year and said last week that it’s introducing more than 30 vehicles targeted specifically for Chinese consumers over the next three years to help it hone its focus on the market


中国最大の自動車メーカーSAIC Motor会長のChen Hongが言うには：「２０１９はとても難しいことになるだろう」。社内向けに従業員を鼓舞している、彼の会社は「革新を加速し高品質を求めるように」と。SAIC社の売上は２０１９年の最初の二ヶ月で販売を１７％減らした。フォードは昨年中国販売を５４％減らした、そして今後３年で中国消費者向けに３０車種を導入すると言う。