Xi Niu Cai Jing·2025-12-12 08:38Core Viewpoint - GAC Group's sales report for November 2025 reveals a significant decline in sales for its brand GAC Trumpchi, with November sales dropping by 42.04% year-on-year, indicating substantial market pressure [2][4]. Sales Performance - GAC Trumpchi's November sales were 25,739 units, down from 44,406 units in the same month last year, marking a nearly halved performance [2][4]. - In contrast, GAC Honda's November sales reached 41,366 units, up 5.68% year-on-year, while GAC Toyota's sales were 73,500 units, showing a slight increase of 0.71% [2][3]. - GAC Aion, despite facing challenges, reported November sales of 38,326 units, a decline of 9.40%, which is significantly less than Trumpchi's drop [2][3]. Cumulative Sales Data - For the year-to-date period from January to November, GAC Trumpchi's cumulative sales totaled 294,887 units, down 17.29% from 356,535 units in the same period last year [2][3]. - GAC Honda's cumulative sales decreased by 22.97%, while GAC Toyota's cumulative sales increased by 3.98% [3]. Brand Challenges - GAC Trumpchi, once a leading brand with peak sales of 534,000 units in 2018, is now struggling due to a lack of market-disrupting models and declining sales of key models like the Trumpchi M8 and E8 [4]. - The brand's flagship model, the Trumpchi Yingbao, has seen a significant drop in monthly sales, indicating a loss of market appeal [4]. Pricing and Market Position - The pricing strategy for models like the Xiangwang S7, starting at 175,800 RMB, is seen as less competitive in a market focused on value, especially against established competitors [5]. - Quality issues, such as complaints about the GS4's transmission and stability of the vehicle's system, have also impacted brand perception [5]. Future Outlook - Despite challenges, GAC Trumpchi has achieved over 150,000 sales in its new energy vehicle segment and continues to lead in the medium MPV category with the E8 series [5]. - The company's future actions to boost sales remain to be observed, particularly in adapting to the evolving market demands for electric vehicles [5].