Hot summer. Hot deals. Time to clear out the lot for the 2011 models. Bloomberg figures that July sales broke all records since last August’s short-lived cash-4-clunkers frenzy. Eight analysts, polled by Bloomberg’s, predict a July SAAR of 11.9 million.

Real numbers will be released tomorrow, and TTAC will be there for the blow-by-blow.

In the meantime, all indicators are in the top band. (Read More…)

It’s that time of the month again, and welcome to another episode of Chinese Numerology. As it has become a TTAC tradition, the China Automotive Technology & Research Center jumps the gun again with an off-the-wall number. Shameless Bloomberg prints it and reports that “retail deliveries of cars, sport-utility vehicles and multipurpose vehicles rose 15.4 percent last month from a year earlier to 822,300, the China Automotive Technology & Research Center said in a statement today. That compared with 10.9 percent growth in June.” No, it did not. The CATRC is known for pretty good safety research and for awfully wrong numbers. You can safely ignore them, along with the rest of that Bloomberg tale. (Read More…)

One can always count on the Japanese to be first with a precise sales count for the preceding month.  New car sales in Japan rose for the 12th straight month in July, up 15.5 percent compared to July of the previous year. Customers bought 333,403 units in July, the Japan Automobile Dealers Association told The Nikkei [sub]. (Read More…)

How things change: Last year, the death of the automobile was prognosticated. Maybe little cheap econoboxes. Luxury cars? Forget it, dead as dinosaurs. Don’t even mention dinosaurs. This year … just have a look at Audi. (Read More…)

Motorvehicle production in Japan was up 25.9 percent from a year earlier in June, says the Japan Automobile Manufacturers Association via The Nikkei [sub] Domestic sales are a bit more sedate, up 17.4 percent in June. Where did all those cars go? (Read More…)

Some people (like about half of the nation) are convinced the Government has a conflict of interest when it comes to Toyota. Many believe there is a witchhunt against Toyota by a government, and by unions that want GM’s major competitor bleed money and market share before the big GM IPO. 25 percent believe the criticism stems from an outright desire to help GM, while 38 percent disagree and 37 percent aren’t sure. Whatever the reason may be, Toyota is beginning to show battle fatigue. (Read More…)

OK, so none of these cars are actually “competition” for the Chevrolet Volt, but think of them as a benchmark “basket” and they can help define the market the Volt will soon be thrown into. (Read More…)

China isn’t Porsche’s largest market quite yet (it’s only a matter of time, now they are #3), but China is now officially the world’s largest market for the Porsche Cayenne. Porsche China CEO Helmut Broeker said it himself to Gasgoo. The luxo-SUV is popular with China’s well-heeled and high-ranking military figures. (Read More…)

Except for Nissan, which outpaced the market, the big Japanese automakers are having a bit of a hard time in China. Toyota and Honda received a lot of bad press in the Middle Kingdom. Toyota for its recalls. Honda for its series of strikes. Whatever the reason, both are losing market share. This doesn’t bode well for the rest of the year, when the red-hot Chinese market is expected to cool down a bit. (Read More…)

Our six month sales by brand chart is a bit crowded, so we’ve broken out luxury brands for today’s COTD. Bloomberg assembled a grip of analysts who all say that Mercedes is going to sock it to Lexus this year… and this chart certainly proves that the opportunity is there. But then, the opportunity is there for BMW too, if Lexus so much as stops for a breath. One thing is for certain though: Ford may be ruling the mass market, Lincoln is the last stop before Volvo-ville as you work your way down the luxury volume ranking. That’s not great, but given a choice between a respectable luxury brand and a $2.6b first-half profit, I know what nine out of ten auto executives recommend.

It’s a new Wirtschaftswunder, a new economic miracle: While sales in Germany and Europe nosedive, Volkswagen can’t make cars fast enough, and produces record results. In June, German car sales were down 28.7 percent. The European market was down 6.9 percent. That should hurt Volkswagen, by far Europe’s largest carmaker big, shouldn’t it? It should, but it didn’t. In the first half of 2010, the Volkswagen Group delivered more vehicles than they hoped in their wildest dreams. (Read More…)

In most parts of the world, electric vehicles are treated as the second coming of Jesus. Meanwhile in Omaha, Warren Buffett is having doubts whether it was such a good idea to pay $230m for 10 percent of China’s  cellphonebattery/car/EV/appliance/house builder BYD.

BYD’s share price has fallen by more than 40 percent over the past three months, China’s First Financial Daily remarks (via Gasgoo.) Can you guess the main reason for the serious drubbing? (Read More…)

As a Nissan rep pointed out via email last night, yesterday’s Chart Of The Day hardly tells the whole story of “the other Japanese brand.” Since 1995, Nissan has made up for declining “core model” sales by catching the tail end of the SUV/Truck craze with its Titan/Armada/XTerra/Murano combo. And, as this graph shows, those four models gave the brand a big spike for most of the last decade before diving unceremoniously towards oblivion (with the exception of Murano). Since then, Nissan seems to be targeting the niche left open by Honda: small, value-laden, efficient cars like the Rogue and Versa are Nissan’s new meal ticket (in addition to the still-soaring Altima). With a new Versa-based Juke mini-CUV launching this Summer, Nissan is poised to continue building on that image, but it still has to contend with remnants of its “Japanese Pontiac” and “Mainstream BOF-slinger” identities. Can Nissan be all of these things at the same time? Or will the Leaf EV halo push Nissan towards ever smaller, more efficient offerings and a neo-Honda emphasis on compact value? We’re hearing that changes are underway at the highest levels of Nissan’s leadership… coming up with a coherent brand vision and product plan for Nissan North America will have to be one of the new team’s top priorities.

Whereas other Japanese carmakers struggle a bit in keeping up with the still quite hot Chinese market, Nissan finds itself way ahead. Nissan’s China sales rose 51.4 percent in the first half to 503,077 vehicles, says The Nikkei [sub]. Reason given: strong demand from middle-class buyers.  The Chinese market as a whole rose some 30 percent in the first six months. (Read More…)

There seems to be no end for the good news for German (and assorted Asian) companies. Paulo Kakinoff, president of Audi do Brasil, declared to Brazilian car enthusiast site Webmotors that “logistics for importing motor vehicles is overburdened and factories abroad cannot serve all markets”. José Luiz Gandini, president of Kia do Brasil and Abeiva (Association of Car Importing Companies) said to said site: “It’s common for the customer to wait 60 days for a car.” (Read More…)