3월 자동차 판매량 지속적으로 증가하고 있네요 ^^

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3월 자동차 판매: 미국 자동차 판매량 기대치 이상 기록

3월 미국/국내 자동차 업황 강세 지속

-       미국 3월 자동차 판매량 1,246,623대로 전년동기대비 16.9% 증가

-       미국 현대차와 기아차 판매량 전년동기대비 각각 31.6%와 44.7% 증가했으며 시장 점유율 또한 8.5% 기록

    (현대차 5.0%, 기아차 3.5%)

-       도요타는 -5.7%, 혼다는 +23.5%, 닛산은 +26.9%: 생산중단에 따른 재고 소진이 빠르게 이루어 지고 있음 시사

-       국내 3월 자동차 판매량은 전년동기대비 8.1% 증가한 133,273대를 기록

-       르노삼성이 유일하게 일본지진으로 인한 일부 주요부품 공급차질로 판매량 41.2% 감소했음

4월 자동차 업황 더 좋을 것으로 기대

-       일본 지진으로 인해 글로벌 자동차 생산량 최악의 경우 30% 감소 전망

-       3월 국내/미국 자동차 판매량은 일본발 반사이익이 가시화되지 않았음 불구 현대-기아의 판매량 눈에 띔

-       최근 미국 판매 일본 완성차들의 재고 소진이 빠르게 이루어지고 있어 4월에는 생산감소로 인한 피해가

    판매로 연결될 가능성 높음

-       따라서 4월부터는 드리이빙 시즌 돌입에 의한 수요 증가, 글로벌 업체의 공급 차질과 인센트브 완화 그리고

    고유가 영향으로 인해 중소형차에 강세를 가지고 있는 현대차-기아차의 반사이익이 본격화 될 것으로 보임

March US auto sales up on small car boom

Ø    March sales in autos seem to hit higher gear for the US and the Korean market despite concerns about high gasoline prices and production stoppages in Japan. US auto sales surged by 16.9% to 1,246,623 vehicles in March, exceeding the market forecast. A brighter jobs outlook and rising sales of fuel-efficient vehicles drove March US auto sales higher. In March, the economy added 216,000 new jobs, bringing the unemployment rate to a two-year low of 8.8 %. And nearly all automakers reported strong sales of small cars during the month, and large car sales generally were down. But truck sales also were healthy in March for just about every manufacturer, a sign that businesses were buying as the economy continues to recover. The monthly sales pace, adjusted for seasonal differences and projected out for the year, came in at 13.1 million. That's higher than last year, but still far below recent boom years when car sales hit 16 million a year.

Ø    In regards to the Korean domestic market, the strong performance of the auto sector is sought to be the impact of Hyundai-Kia’s new model launch and the sensible consumers wanting to change to the gas-efficient small-sized vehicles. Korean domestic auto sales increased by 8.1% to 133,273 vehicles in March. Only the sales of Renault Samsung declined by 41.2% YoY due to the shortage issue of some parts from Japan and lack of new model launch.

Ø    Hyundai’s overseas sales only rose 0.1% YoY to 262,946 vehicles due to the production delay at Ulsan complex, causing shortages in domestic and export demand. However domestic sales rose 4.6% YoY to 62,013 vehicles with market share of 46.5%, up 0.4%p MoM. In regards to the Korean domestic market, the strong performance of Hyundai is sought to be the impact of new model launch such as Grandeur HG and Avante MD. Herewith, the 11,089 units of Grandeur HG which were sold in the domestic market led to lifting the overall ASP at Hyundai Motor. Hyundai also posted a 32% gain in U.S. sales in March with market share of 5.0%, up 0.6%p MoM.

Ø    Kia’s overseas sales hiked 34.5% YoY to 178,537 vehicles, driven by Forte of 30,587 units, Sportage R of 25,623 units and Sorento R of 18,747 units. U.S. sales rose 44.7% in March from a year earlier, led by higher sales of its compact cars and sport utility vehicles. Particularly the sales of new Optima midsize car rose 90% from a year earlier. Kia’s March domestic sales hiked 21.3% YoY to 46,100 vehicles, propelled also by the successful sales of its new models such as New Morning, K5 and Sportage R. In particular 11,497 units of New Moring (higher than expected) were sold. Moreover as Kia is planning to launch its New Pride in 2H11, we believe the new model effect should continue throughout 2011.

Ø    We believe the parts shortages and resulting production shut downs caused by the Japanese earthquake and tsunami should influence global auto output. The delivery of parts from transmissions to electronics to semiconductors is being hampered by the Japanese earthquake and subsequent infrastructure problems. About 13 % of the global auto industry output has been lost now because of parts shortages. We believe Hyundai-Kia, which competes with Japan, should stand to benefit from Japan situation from April as all Japanese automakers have idled plants in their home country and the impact is spreading to North America.

         Table 1. Korean auto sales in March

Domestic	Mar 2011	Mar 2010	%Ch	2011YTD	2010YTD	%Ch
HMC	62,013	59,275	4.6%	166,838	168,030	-0.7%
Kia Motors	46,100	38,015	21.3%	125,631	105,231	19.4%
GM Daewoo	12,265	9,434	30.0%	29,903	26,644	12.2%
Renault Samsung	8,218	13,980	-41.2%	28,447	41,515	-31.5%
Ssangyong	4,677	2,555	83.1%	9,974	6,593	51.3%
Total	133,273	123,259	8.1%	360,793	348,013	3.7%
Overseas
HMC	262,946	262,644	0.1%	753,193	678,328	11.0%
Kia Motors	178,537	132,715	34.5%	489,060	365,717	33.7%
GM Daewoo	55,287	50,165	10.2%	152,595	134,150	13.7%
Renault Samsung	14,238	11,552	23.3%	35,245	22,408	57.3%
Ssangyong	5,503	3,169	73.7%	14,467	8,030	80.2%
Total	260,604	235,465	10.7%	1,444,560	1,208,633	19.5%
Domestic + Overseas
HMC	324,959	321,919	0.9%	920,031	846,358	8.7%
Kia Motors	224,637	170,730	31.6%	614,691	470,948	30.5%
GM Daewoo	67,552	59,599	13.3%	182,498	160,794	13.5%
Renault Samsung	22,456	25,532	-12.0%	63,692	63,923	-0.4%
Ssangyong	10,180	5,724	77.8%	24,441	14,623	67.1%
Total	649,784	583,504	11.4%	1,805,353	1,556,646	16.0%

            Source: Company data

         Table 2. US auto sales in March

Automakers	Mar 2011	Mar 2010	%Ch	2011YTD	2010YTD	%Ch
General Motors Corp.	206,621	188,011	9.9%	592,545	475,253	24.7%
Ford Motor Company	212,295	178,188	19.1%	495,508	427,702	15.9%
Chrysler LLC	121,730	92,623	31.4%	286,950	234,215	22.5%
Toyota Motor Sales U.S.A. Inc.	176,222	186,863	-5.7%	433,924	385,686	12.5%
American Honda Motor Co. Inc.	133,650	108,262	23.5%	307,978	256,412	20.1%
Nissan North America Inc.	121,141	95,468	26.9%	285,358	228,229	25.0%
Volkswagen Group	37,159	30,890	20.3%	92,802	79,971	16.0%
Mitsubishi Motors	7,560	5,434	39.1%	20,167	13,623	48.0%
Mazda Motor of America Inc.	30,905	23,193	33.3%	64,559	55,941	15.4%
Hyundai Motor America	61,873	47,002	31.6%	142,620	111,509	27.9%
BMW of North America Inc.	26,406	21,687	21.8%	65,051	55,120	18.0%
Daimler AG	22,977	20,707	11.0%	57,276	51,983	10.2%
Volvo Cars	6,369	5,237	21.6%	15,440	14,006	10.2%
Saab Cars	830	133	524.1%	2,034	741	174.5%
Subaru of America Inc.	26,916	23,785	13.2%	67,457	57,494	17.3%
Kia Motors America Inc.	44,179	30,522	44.7%	104,774	76,696	36.6%
American Suzuki Motor Corp.	2,497	2,246	11.2%	6,702	5,661	18.4%%
Jaguar Land Rover N.A. LLC	4,315	3,709	16.3%	10,768	9,091	18.4%
Porsche Cars N.A. LLC	2,588	1,905	35.9%	7,007	5,222	34.2%
Ferarri of N.A. Inc.	190	151	25.8%	412	302	36.4%
Maserati of N.A. Inc.	200	189	5.8%	473	394	20.1%
PASSENGER CARS	654,089	540,314	21.1%	1,532,710	1,299,944	17.9%
LIGHT TRUCKS	592,534	525,891	12.7%	1,527,095	1,245,307	22.6%
TOTAL LIGHT VEHICLE SALES	1,246,623	1,066,205	16.9%	3,059,805	2,545,251	20.2%

          Source: Autodata.corp

         Table 3. US Market share

	Mar 2011	Mar 2010	%Ch	2011YTD	2010YTD	%Ch
Industry	1,246,623	1,066,205	16.9%	3,059,805	2,545,251	20.2%
Hyundai + Kia	106,052	77,524	36.8%	247,394	188,205	31.4%
Hyundai	61,873	47,002	31.6%	142,620	111,509	27.9%
Kia	44,179	30,522	44.7%	104,774	76,696	36.6%
Market share
Hyundai + Kia	8.5%	7.3%	1.2%pt	8.1%	7.4%	0.7%pt
Hyundai	5.0%	4.4%	0.6%pt	4.7%	4.4%	0.3%pt
Kia	3.5%	2.9%	0.7%pt	3.4%	3.0%	0.4%pt

          Source: Company data, Autodata.corp

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왜 그럴까? 경기는 안 좋은 거 같은데~~ ^^

[오스틴파워[박세진]]

희준님 말대로 대기수요도 많았고 자동차 회사들이 cash back도 많이 해준것도 있고 유가 올라가면서 연비 안좋고 노후된 차들을 연비좋은 신차로 많이 바꾸다고 하네요~

[소울[강희훈]]

미국 자동차 소비가 많이 늘고있네요... 금융위기이후에 못바꿨던 대기수요가 올해 나타나나봅니다... ㅎ

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저도 대기수요중 하나 ㅋ