First financial daily profit slump, the automotive industry to bid farewell to the gold for ten years /4S profit shrunk / independent brand crisis moment
First financial daily profit slump, the automotive industry to bid farewell to the gold for ten years /4S profit shrunk / independent brand crisis moment
Created:
/Author:
Aaron Lewis
Profits of large landslide auto bid farewell to the "golden ten years"
First financial daily 2012-08-20
08:22:06
This is car city real watershed, the luxury car price system collapse into a first block of Domino, also is car city off "profiteering" coat of the turning point, the market is fatigued and weak, the price war As one falls, bicycle profit shrunk, at the same time, manpower cost and rent costs are rising.Whether the vehicle manufacturer or dealer, are experiencing the most difficult time in ten years.
Since 2002 the first blowout, Chinese auto market has just gone through a "full" golden ten years".However, whether the vehicle manufacturer or dealer, will now have to face the bitter fact the profit decline.
A Xiali fell from 160000 to forty thousand or fifty thousand yuan "floor price", Jetta from about 200000 yuan to 70000 yuan "cost", the 4S store from a year to recover million yuan to build cost until now had to find another way to open stores in low cost......
Automobile industry began to step into the household electrical appliance industry's footsteps, the new stage with the fine management, improve service ability as the value orientation.This means, each participant will face a tough fight.
Profits era ended
Ten years ago, the first blowout period auto industry is a very lucrative industry.First entered the automobile industry enterprises as easy as blowing off dust will make the first bucket of gold.
Media quoted the State Development Planning Commission said the data released in 2002, auto industry sales revenue 151500000000 yuan, profit of 43100000000 yuan, the industry average profit rate is 28.45%, while the average profit over the same period the international automobile industry rate of only about 5%.
A single corporate profit growth is amazing.In 2002, 16 key enterprises (Group) company, Dongfeng profit growth of more than 100%, more than 50% more than 40% FAW, saic.From the industry point of benefit, automobile industry in 2002 for the entire industry profit growth rate of 19.3%, ranking first in all industries.
However, car enterprises earn basin full earthen bowl is high profit era has become the past.In 2005, BMW officially announced that the 3 lines, 5 lines down the price of 13%~14%, by car lap and highly repeng.Today, when the consumer price war already on a contemptuous disregard, Mercedes Benz, Jaguar so hundreds of thousands of open big sales is a bit sad.
Price is a prelude to the profit decline, and even has spread to the luxury car market segment profitability has very strong.The southern city of a new German luxury car brand 4S shops, the monthly sales of more than 100 vehicles, but the net loss of about 6000000 yuan a month.More in order to get year-end sales target rebate award the same brand 4S shops, the waning of up to about 20000000 yuan.
The luxury car price system collapse into a first block of Domino, also is car city off "profiteering" coat of the turning point.With the car, intermediate car dealers are also difficult to continue, soon, the decline in the profitability of doom to vehicle manufacturing plant.
Said J.D.
Power Asia, Chinese area vice president and managing director Mei Songlin accept the "First Financial Daily" interview, if the dealer does not make money, manufacturers do not necessarily make a lot of money, they are the interests of the community.
Domestic automobile listing Corporation announced Bannianbao corroboration of this inference.As of August 17th, a total of 21 auto industry listing Corporation released the semi annual report, according to statistics, a total of 21 companies in the first half of total operating income of 32244000000 yuan, down 4.87%; realize a net profit of 1828000000 yuan, down 12.39% year-on-year.
The 21 companies in the first half net profit year-on-year growth of only 8, among them, the bus only 4 automobile enterprises (000957.SZ) achieved net profit year-on-year growth.
The listing Corporation is It is often seen. release announcements.FAW car (000800.SZ) is expected in the first half of this year will be a loss of 45000000 yuan to 75000000 yuan, while the first half of last year's profit of 803630000 yuan.Dongfeng Automobile (600006.SH) is attributable to shareholders of the listing Corporation's net profit fell 60%~70%.
In 2010, the first half of 2011 is the domestic automobile enterprises profit rate curve of high, automobile manufacturing scale effects are apparent, to reduce the rate of cycling equipment depreciation cost using overloaded production line, in contrast to increase artificial overtime even negligible.
From the second half of last year, the downlink channel most car companies started to enter the profit growth.Such as FAW Group under the two listing Corporation, FAW car, FAW Xiali in the years 2008 ~2010 total net profit (net of FAW Toyota) were 360000000 yuan, 860000000 yuan, 850000000 yuan, but by the end of 2011, the two companies together to appear about 900000000 yuan net losses.
This is car city real watershed.Mei Songlin tells a reporter, this year the market is fatigued and weak, the price war As one falls, bicycle profit average by nearly half, at the same time, dealers and rent costs are rising human.
Two sides converging attack, this car dealer is going through the most difficult time in ten years.According to the statistics of J.D.
Power Asia Pacific Company, proportion of dealers in a state of profit from 2009 to 84%, all the way back down, to 2010 81% dealers profit, and then to 63% in 2011, until the first half of this year only 26% dealers can earn money.
"Before the dealer profit center last year is to sell a new car, but from the beginning of last year, after sale service profit first exceed new car sales, profit from new to customer service center."Mei Songlin analysis.
He thinks, automobile dealers from past to now make money fast slow, steady money, is the profit pattern transfer."Then go to the next stage of profit, do fine management, rely on second-hand car, finance and insurance, can be very thin profits, will enter the low profit era, such as the agency of Beijing has entered the stage of."
The multi restrict profitability
Terminal product price further bottom, is the objective reason of bicycle profit drop.
Price monitoring center of national development and Reform Commission recently released data show, 2001~2004 years, domestic car prices fell nearly 8% per year, 2004~2005 year due to production and sales base continues to expand, the price after years of downlink, bicycle profit has decreased, decline slowed.2006~2009 years, car prices fell 2.14%, 2.86%, 1.42%, 0.06%.Last year, the car prices fell 1.14%.The first half of this year, total domestic auto prices than last year dropped to 0.71% below.In addition to car prices in 2010 rose slightly (0.39%), more than ten years, car prices showed a downward trend.
Automobile industry, NDRC price monitoring center chief analyst Cheng Xiaodong thinks, the relationship between supply and demand is the main factor to decide the price of the car, nearly 100 new models on the market in recent years, every year, a lot of new car price listed further new and old models of competition in the market, leading to a rise in inventories and falling prices.
While the car dealer cost expenditure is more and more high.In order to build cost, as the land is scarce, land prices have skyrocketed in the second city, for example, light land prices have millions of yuan, also not good lot.The reporter understands,The domestic automobile dealers, Guangfeng, Canton, Shanghai Volkswagen, FAW Volkswagen and other mainstream joint venture brand 4S shop, build capital should be at least 20000000 yuan.Mercedes Benz, BMW, Audi, Lexus luxury car brand is more demanding, at least 30000000 ~5000 million to reach.
Vehicle factory also faced soaring labor costs and various taxes and fees.Due to tightening the money supply, car enterprises present financing cost is the financial cost of substantially improving.
Financial data shows, focusing on enterprise production and management difficulties.At the end of 5, key enterprises (Group) accounts receivable 132531000000 yuan, a growth rate of 20.7%; the enterprise short-term loan growth reached 50%, explained that the enterprise cash flow difficulties.In addition, the enterprise artificial cost growth, year-on-year increase of more than 20%.
These are directly or indirectly lower the profitability of automobile manufacturers.
"5% is the foreign car industry average profit rate, now China auto industry profit margins gradually in line with international standards."Mei Songlin thinks, automobile manufacturers to prepare high profits, the past days gone for ever.
With the increasingly fierce competition, not only have a good product, but also have good cost control ability, therefore, each big multinational enterprises have increased progressive strategy vehicle localization production, spare parts localization, R & D localization.
In Mei Songlin's view, this strategy is the transfer of vehicle manufacturers against market volatility is inevitable.While the auto dealers have to withstand test is more cruel, in the future to make the long line dealers ready, not only to get the brand authorization and land, but also to find good management team.
---------------
From the month profit of 9000000 to loss of car dealers victory
First financial daily 2012-08-20
08:14:31
In Chinese Automotive Circle mixed years of Liu Honglei, once in Henan, Liaoning served as the general manager of a 4S store dealer group under seven years.However, he has now left the car industry.
"In 2004 I entered this line, the years are profiteering era, the car never Buchoumai, we had the best performance when a month can earn about 9000000."Liu Honglei recalls.
At that time, the most popular to the number of the accord, once will increase twenty thousand or thirty thousand to mention the present vehicle.As the first 4S shop concept into Chinese market brand of car, the dealer is sea earned a pen, even in 2006, an accord bicycle profit still reached 20000 yuan, a wide 4S stores the annual net profit of tens of millions of dollars is not a problem.
The current build recoup example too tempting, it came in many investors.Expanding market capacity, but the participants to join is faster in the former, the direct consequence is the fierce competition, the profit space gradually diluted.
Taking Beijing market as an example, according to the Beichen Asian Sports Village automobile trading market data, 2008 Beijing selling a total of 500000 passenger cars, was a car dealer 350, profits are very optimistic, but in 2012, limited purchase policy, car city overall sales is expected to reach 500000 units, but the dealer number has reached 650 one can imagine, profitability.
"4S store model peak period has passed, land costs, labor costs and interest costs increased year by year, 4S stores if unable to provide more value-added services, flattening the cost, can hardly survive."Liu Honglei bluntly.
He was impressed by him, in 2010 for a Peugeot 4S shop in Liaoning, in order to complete the sales task, a 307 profit of only 3000 yuan, "even so, have been very satisfied."
Liu Honglei frankly,Ten years ago to invest a 4S shop can not lose, then can be profitable, but now build a new store, five or six years to recover the investment to be good.
His reason is, in the automobile industry, automobile manufacturers accounted for absolute advantage, discourse right, such as the 4S store size, store design, repair to reach what kind of level and so on are strictly limited, and even than abroad demanding a lot, which increases the dealer's fund pressure.
He said, now have a new luxury car brand 4S shops, only the cost of the building in 20000000 ranging from ~5000 million, thenPlus car, car flow of funds, the initial cost of a luxury car brand 4S shops generally need to on 100 million yuanIn 2005, almost double than.
In addition, fully competitive environment of automobile industry is more and more like home appliance industry, price war become homely food.Liu Honglei calculated brushstroke Zhang to the reporter, if a store the average monthly sales of 200 cars, each car average price 15
yuan, so when the inventory coefficient reaches 2, the store will require 200 * 2 * 150000 =6000 million yuan of liquidity."If you catch the tighter bank lending, monomer shop funds chain easily broken."
Liu Honglei congratulated himself out of the automotive retail industry in 2010 to "escape"."Don't look at a car to sell a few million, several hundred thousand dollars or even higher, removal costs, almost losing money."He told reporters.
Situation
Electric business price war companies dare not "about price"
Southern DailyGuo Xiaoge 2012-08-17
08:40:00
Jingdong Suning this kind of channel price competition, will not appear in the automotive industry?In August 14th, Jingdong boss Liu Qiang Dong Yi "about price" micro-blog agitation is not only home appliance industry, known as the appliance industry in the future of the automotive industry, the relationship between channels and manufacturers have also become the focus of discussion.On the same day, there are reports that, due to rising inventory to the dealer enormous financial pressure, auto dealers chamber of Commerce has put forward opinions to the auto companies and parts manufacturers, distributors to reduce pressure.Prior to this, China Automobile Circulation Association released data show, the domestic dealer inventory coefficient has reached 1.98, has seriously exceeded the warning line.Analysts pointed out that the,For a long time, the car has always occupied the absolute dominance in the Chinese market, dealers in a short period of time is not associated with a car to fight, not to mention to Jingdong, large-scale launch price war.
"This is no way to achieve"
In August 14th, there are reports, auto dealers chamber of Commerce has officially to vehicle manufacturers and parts manufacturers put forward opinions, tried to get the car enterprises adjust production and marketing objectives, reduce dealer inventory, let the car industry risk shared by the upstream and downstream industry chain, should not be in the market to shrink, the risk is passed on to the dealer, dealers increase business risk.This is also for the first time in recent years a federation of industry and commerce comments on manufacturers, dealers shout "appeal".
Since this year, as the market continued to adjust, sales growth decline, dealers funding pressure expanding.According to the latest data, Chinese Automobile Circulation Association released this year in June, the dealer inventory continues to rise, integrated inventory coefficient reaches 1.98, the stock depth of nearly 2 times.The joint venture, car dealer inventory coefficient is imported, the independent brand is respectively 1.68, 1.81, 3.12, and the high inventory (stock coefficient more than 2.5 brands) up to 0, brand inventory coefficient is the highest in the hippocampus and even as high as 6.71.
"The home appliance industry is channels, stores occupy more discourse power, the Jingdong provoked a price war, also did not see the manufacturers advice.Everyone said, household electrical appliance industry, automobile industry today is tomorrow, but if the price war in the automotive industry, this is not possible, because the car enterprises occupy a great advantage."A car dealer staff said,Price of household electrical appliance industry is due to an active interest channel, and price of automobile industry is huge because of dealer inventory pressure, but the profit and loss Resort.
Do not stand on the same front
Channel operators and production enterprises, the original is a community of interests.However, with the development of the market, the community also appeared the different demand, led to the interests behind the contest.
In recent years, many car companies in order to maintain the market dominant position, continue to take various measures to the right, to suppress the excessive development of dealers.Recently, the international in the Mercedes Benz Chinese sales company "is down shares", Mercedes Benz Chinese to reforming sales channels of distribution.But before the Jaguar Land Rover, Subaru, Bentley, Ferrari brand, the market continued to expand, will be the agent of the right to recover.In addition, the FAW populace last year in the country, in order to maintain the brand image for the name, high-profile rectification two dealers.
This is the most direct expression is compared rise, and dealer inventory data, sales data, car companies are constantly improve.The Automobile Association statistics show that in July, July sales of 1437100 vehicles and 1379400, year-on-year growth of 10% and 8.2% respectively.Wherein, passenger car sales were completed in 1184800 vehicles and 1120200, year-on-year growth of 12.8% and 10.7% respectively, has maintained double-digit growth.
However, the upward data, and not for dealers to improving the well-being.Recently, a survey shows, in the national survey of selected 1872 dealers, successful selection of sample size 1800, accounting for 96.15% of the total, covering the north and a 10 city, involving 36 brands, only 17.3% of the surveyed dealers on the car factory very satisfied or satisfied.This also means that, as many as 80% of the dealers have various opinions on car prices, the market on the interests of the community, because the pursuit of their own interests, not stand on the same front.
"If not for the purchase of disrupted the plan, each month we will according to last year signed a task, car to car prices, the market once the long time to adjust, can lead to liquidity problems, the risk will rise.Even the purchase order issued, there are two on the way to vehicles continue to shop."A Guangzhou Toyota dealers said the staff.
However, car enterprises level dealers also demanding, brilliance Group Chairman Qi Yumin in an interview said, once the market is not good, dealers have complained, requested relief.But dealers really to nothing to do level?The dealer if we want to develop from the extensive development into intensive type, depth of mining market."If the brilliance of the dealer to really achieve this step, and cannot maintain operating losses, we will support them."
Car business to change inferior position
The dealer while continuing to strive for more power, but in the game process and car enterprises, distributors within a short period of time difficult to reverse the position of disadvantage.
In August 14th, Liu Qiangdong published in Jingdong micro-blog price war news, auto analyst to cold pine said: "look at Jingdong and Suning, Gome shopping, suddenly: if a large of Guanghui said, I sold the car to be cheaper than you 10%, what will be the result?Will certainly be manufacturers extinguished.Some people say, home appliance industry is the future of the automobile industry, the truth is good, but still has the distinction,Home appliance industry is channel play die manufacturers, the automotive industry manufacturers play dead channel.Perhaps the future will change, but it is not see."
Analysts have pointed out, it is too difficult to scale car dealers, car prices in big match.According to Chinese Automobile Circulation Association released the top 100 dealers list shows, 2011 hundred enterprises operating income 851527000000 yuan, sold only 3920000 cars.Among them, the largest dealership revenue for 64088000000 yuan, sold 412100 cars, second huge trade revenue for 55455000000 yuan, sales of only 430000 vehicles.At the end of 7, a Beijing Buick dealers, because held Buick brand group purchase will be manufacturers, staff Zhi Xiao, received a high capital penalty, and a warning to all Beijing Buick dealers, to stop all forms of group purchase activities.This shows that manufacturers occupy absolute discourse power.
However, with the development of the market, the development speed of dealers gradually accelerated, the relevant supporting policies have been issued.Last year, the Ministry of Commerce issued "on the promotion of automobile industry" Twelfth Five Year "development guidance", strive to "1025" end, regional automobile circulation enterprise to cultivate 30 main business income of over 10000000000 yuan, 100000000000 yuan 3-5 ultra large automobile circulation enterprise, car top retail enterprise turnover ratio the industry's total more than 30%.And from the market the two dealer development, significantly speeding up the pace, especially large, Dalian Zhongsheng, Yuantong products and so on, continuously through the capital market financing, the rapid expansion of channel construction.
-
Monthly spending nearly 1000000
"three big mountains" pressure Guangzhou dealers
First financial daily
2012-08-20 08:29:56
In recent years, the rent, labor costs and financial costs are rising, the automobile industry increasingly sad day, especially the brand and sales high past Guangzhou the Chinese car city, total control in the purchase of automobile circulation industry, came to a crossroads.
The "three big mountains" overwhelmed
The dealer will usually the main costs, rent, labor and financial expenses referred to as the "three big mountains".To "First Financial Daily" reporter analysis according to a dealer, the "three big mountains" increasingly heavy, have been burdensome.
For the majority of dealers, built land is rental.Now in the case of rising rents, rent has become an increasingly active molecular dealer cost expenditure.The dealer said, the rent was rising every year, under normal circumstances, a rise of three years, the average annual increase in more than 5%.
In Guangzhou dealers circles, a little better lot rent generally in more than 30 yuan per square metre, and even some areas reached 50 yuan, the difference is 10 yuan per square meter a little money left and right.WhileA standard
4S shop is usually around 10000 square meters.In this way, a dealer monthly rent expenditure was 300000 yuan, and this limit is not the disposable build cost into account, now a 4S shop shop usually cost more than 10 million in the.
For a 4S shop, artificial cost is big.Usually the number one 4S shop employees in the 80~100 or so.According to the calculation of the average monthly salary of 4000 yuan, the labor cost of ~40 million in the 300000 yuan.With the increasingly standardized management, coupled with the "five social insurance and one housing fund" and so on costs, labor costs are also increasing.
Financial cost is another important part of the cost of.Now in the high position operation became normal circumstances, more funds are tied up in inventory, time is more long, this leads to increasing the cost of financing.Now 2 months of inventory is the prevailing situation, according to the monthly sales of 100 cars, each car 150000 yuan calculation, stock fund is in 30000000 yuan of above.If the stock fund all depend on financing, so according to the 7 points of interest calculation, financial expenditure will be 200000 yuan.
So, in accordance with the Guangzhou general standard, not more than 10 million yuan to build the cost of depreciation and hydropower and other daily expenses, only the "three big mountains" count down, a dealer as long as a door, every month of the expenditure will be close to 1000000 yuan.
Moreover, rent, artificial are constantly rising, financial cost with the pressure rising library become the norm, "three big mountains" is becoming more and more heavy.
No longer
In Guangzhou, dealers also have experienced a golden age of crazy.Now the rising cost and operating the deterioration of the environment, already no longer.
For dealers, profits mainly by three parts, vehicle sales, customer service and the derivatives business.Vehicle sales are embodied to manufacturers rebate form, general domestic car rebate points in the 6~7.In the same month sales of 100 cars, each car 150000 yuan to calculate, each month manufacturers rebate 1000000 yuan.However, the calculation is not the ideal state of any price.In today's market environment, not price models have declined.If you don't depreciate sales promotion, the stock will rise substantially, caused by the proliferation of financial cost.At present, the price range of
10% is normal, then the vehicle sales every month there will be a loss of 500000 yuan.
In case of vehicle sales do not make money,The importance of customer service and the derivatives business to highlight.Customer service is the need to preserve the scale accumulation,Ownership in general a dealer to 6000~8000 bus, then customer service monthly income in 2500000 yuan to 3000000 yuan between, the normal operation can support a shop.
The dealer in Guangzhou, had experienced a glorious.The dealer expresses to our newspaper reporter, before 2007, a year earn back a store is not what difficult, especially experienced accord before this, a year or even earn four or five shops are not difficult.
But after 2008, the dealer profit is constantly shrinking.In the car market this year, for the dealer, do not lose money is a blessing.
In the increasingly fierce competition, market and unpredictable business environment, the majority of dealers think like this year probably will become normal day.Now, generally take the dealer's strategy is to lose money selling car in the rapid increase in quantity, to profit by customer service and derivatives business.However, it is more suitable for more than three or four years old, for the new store, retains the quantity is painful accumulation stage means loss.
Guangzhou long before the purchase, the total control, and the replacement of the road is blocked, but also for Guangzhou automobile industry prospects less clear.
-
The circulation channel in face of change
2S shop or alternative 4S shop "mainstream status"
First financial dailyWang Lige
2012-08-20 07:58:00
Extrusion in the market downturn, car enterprises expansion, local restriction of multiple factors such as, the domestic automobile dealers in scene ten years later reversed, investment shops "has not only earn not to compensate" good business.
"Before 2004, new car sales gross margin of 7%, but now run dealership sales gross margin is 1~2 percentage points.Many stores in new car sales are loss."A multi-year Hushang Dongfeng Nissan store manager told the "First Financial Daily" the reporter.
A Shanghai independent brand shops investors said, in 2008 to enter the automotive market, shop front rent for 1800000 yuan, but the 5 year lease period, the land to the rent to 2500000 yuan.Due to rising costs and management is not optimistic, and the other shareholders until October of this year to discuss is to exit or continue to operate.
From 2001 to 2011, the domestic passenger car prices fell nearly 50% total.
The J.D.Power survey, occupy than rising operating loss of dealers, increased from 9% in 2010 to 20% in 2011.Chinese automobile dealers single car sales gross profit in recent years all the way down: 2009 3000 yuan, 2800 yuan in 2010, 2000 yuan in 2011.J.D.Power on China automobile dealers on four consecutive years of discovery, auto dealers in order not to lose money, spend at least 2000 yuan single car sales gross profit.
Change dealers profit structure will prompt the circulation channel is changed, because of declining profits and costs soar, abuse of 4S stores operate increasingly apparent,With a simple sales function 2S (2S shop is a shop 4S shop two level network, generally divided into two forms, one is the city hall, with sales and feedback tracking function, another is to provide repair function, repair point) is used more and more.Dongfeng Yueda KIA a distribution shop boss tasted the "sweetness"."The 4S shop built in the suburbs, in the city voted to build the 2S shop, in reducing the increase sales for construction cost and operation cost of the premise, customers car allows customers to the outskirts of the 4S shop."The Dongfeng Yueda KIA boss told reporters.
In the earliest China take 4S shops operating mode - Honda has also been in the channel change.
"Dealer profits from sales of new cars will be transferred to the intensive and meticulous farming after sale market, change the profit structure will Daobi circulation channel change.A variety of business models will coexist, the number of possible future 2S shop more than the now dominant in the 4S store."The general manager China area vice president and director of J.D.Power Asia Pacific Company Mei Songlin told reporters.
"At present, in the passenger car market, car low profit in fact has become a consensus, the removal of artificial cost vehicle inventory costs, marketing and management personnel, but the dealer had not much profit, or even have no profit,More is to rely on the standard award each monthIn fact, in this case, customer service has gradually become the dealer profit mode."Adfaith management consulting partner, vice president Qiao Shengpu told reporters.
Dealership new profit point is to improve profit margins by expanding customer service, finance, second-hand car etc..This is a common practice in Europe and the United States mature auto market.In 2011 the domestic dealers overall revenue, vehicle sales ratio is still as high as 88%, while in the mature America market, auto dealers in the gross profit of about 60% is from the service repair as well as the financial and insurance business.The profit structure to withstand market sales volume fluctuations due to the risk of profit ability.
-
250000 new 12000 - licensing restrictions led to low down payment
Guangzhou daily
2012-08-20 11:39:59
Guangzhou licensing restrictions, "leapfrog" purchase a car purchase a car has become the new trend of the citizens of Guangzhou.Reporters last week from the Guangzhou auto market noticed, suffer from selling the car to 4S shop to purchase a car, car finance scheme show a hitherto unknown promotion enthusiasm.In less than a low down payment and a five year long car loan period of the campaign, even the "zero interest rate" such gimmicks are becoming quite common.Waiting for the first Yaohao and film licensing Guangzhou car market in August are still popular, withered, see fewer people, fewer cars.In Baiyun Avenue on the west the Astra 4S store, the reporter saw the automobile finance promotion plans, the most preferential: a price of nearly 250000 yuan import LEON car, Shoufu only 12000 yuan can be bought, but also can enjoy the zero interest rate one year discount, Shoufu even the car in a Chengdu not to.Mr. Liu a car people present describes his feelings to the reporter: "I saw a pie in the sky."He said it was considering Yaohao car, is a 200000 yuan car, indecision, pass by the West Astra shop to see such a low down payment price could not live in the shop to have a look.In addition, such as Changan Ford manufacturers also adapt to the market launch of the "half pay half.".
The reporter learned from the market, almost all of the brands in the promotion of auto finance scheme, the most enthusiastic promotion of the "zero interest rate" stunt has become the promotion of normal, 2~3 car loan period also become less attractive.In the licensing restrictions, as long as more car loan promotion and four or five years.The west the Astra 4S shop the other imported popular shop 200 meters apart, launched the loan period of up to 5 years for the automobile finance scheme.Undoubtedly, car loan preferential scheme can help many consumers "one-step" purchase a car, on the licensing restrictions under the Guangzhou car city is quite occasional.For the current Guangzhou car dealer, the automobile financial promotion called "lifeline" is to exaggerate, but it can not be non grasping.Yaohao, film licensing scheme, and emission limit rules so that consumers could have in the future very much cherish plate.Higher than their purchasing power demand "leapfrog" purchase a car has become the new trend, in this environment, car manufacturers to launch a variety of preferential car loan."Can't help, but not sure if not more."Mercedes Benz wide star sales staff said.
Reporters noticed, the automobile financial promotion many automobile brand mostly to maintain only a month or 9 month end.Volkswagen Guangdong by market department staff told reporters: the mass imports continued to promote the car loan scheme.But the Guangzhou licensing restrictions after coming out, sales situation is difficult to predict, in particular car 8, September loan scheme after the end of the period, manufacturers and dealers will be re enacted the new financial plan, in order to adapt to the limited license to the new market demand.
Siyat: LEON only sells 12000 yuan ""
West Astra recently launched "panic buying" celebrate the Olympic Games time, until August 31, 2012, the purchase of LEON models, upgrade financial purchase a car can enjoy zero interest rate for 5 years, this is also one of the car loan period models.There are three kinds of car loan scheme: the zero interest rate financial purchase a car for the long, import car market, 5 years of zero interest rates, down payment of less than 50000; two, Shoufu 12000 yuan, 1 years of zero interest rates; three, 1 years of zero interest rate.
Changan Ford car loan combination rich
The reporter learned from Guangwu FUHENG, until September 30th, Ford launched the threshold low, quick approval, car loan portfolio rich car financial product.Among them, a sharp boundary 3.5L models launched upgrade financial plan, including 12 stage zero interest rate products, the 24 phase to the 36 phase of the low interest rate products and half pay half loan products.At the same time Ford finance for all cars (winning 2.0T, 2.3 models, the Fawkes classic, Makos, carnival), launched the zero interest rate options 12, 24 and half pay half loan; the carnival launched zero interest rate options in phase 36; launched 12, 24 period, 36 period, 48 period interest rate products in 2011 Fawkes and 2012 new Fawkes.
Is the "89900 yuan" two into a down payment
Shanghai GM Chevrolet Southern China area each dealership, the Cruze summer "freezing point" ex gratia.Consumers through the application of GMAC (auto finance service general) purchase a car loan, only 89900 yuan price can be the Chevrolet Cruze home, Shoufu only need two into.It is reported, Chevrolet Ke Luzi nationwide in June sales of 21076 units, Southern China area, is the first half of the year sales of more than 10000 vehicles.
Lexus ES250 zero interest
Reporter from the Guangzhou Long Yue Lexus was informed that, according to the Lexus listing new ES250 launched a new discount purchase a car loan service.Until September 30, 2012, only need to pay 50%, "0" interest "0" for the month will be "-" go ES250.If the purchase price is 359000 yuan ES250 Elite Edition, only need to pay 179500 yuan, a year to pay 179500 yuan tail can.At the same time, Lexus other models also have a car loan preferential.
Phaeton Touareg 5 years long car loan
VW Phaeton, Touareg three launched a surprise gift, "you open the 5 year plan to purchase a car" promotions: from August 1st to September 30th, where the purchase of Phaeton, Touareg 5 business standard type and Touareg hybrid consumers, can enjoy 5 years no mileage limit long warranty,
5 year free road rescue and 1 year high of automobile insurance.Consumers can choose Volkswagen "5 years custom car finance plan", Shoufu 150000 yuan, for 12000 yuan a month.
Market observation:
Automobile sales industry adjustment
A Audi dealers responsible person recently disclosed to reporters, the company from the beginning of this month to cut 30%, employee automatically cut 30%."No way, we are the enterprise, has a fixed cost, to profit, pay taxes, two months did not sell the car, who can't stand."The large dealer group of a hand automatically get 60%.In fact, this is not the worst, a Mercedes Benz dealer from the purchase of the first day of July 1st, began to let employees don't work, the equivalent of cuts in disguise.Guangzhou Benz dealers also combined to manufacturers of protest, demanding manufacturers no longer to start in Guangzhou, because the store no place to stop.
Audi, Mercedes Benz belong to the luxury brand, both by a strong shock, can think of other brand status."Our probation staff shall not become a full member, if long-term can not sell the car, only get the basic wage of 1000 yuan, they will go."A dealer told reporters, "the young man out is very easy to find work, the older the trouble."Shanghai GM dealer responsible person also revealed to reporters, the company has several sales consultant they leave, they just from the assistant to formal adviser, and some colleagues to group companies elsewhere to.
Guangzhou new car the sign quantity from 300000 vehicles to 120000 vehicles, while Guangzhou has 500 4S stores, must have 4S stores do not have enough to eat.From the view of Beijing purchase limit, go through layoffs and industry adjustment.An auto industry related personnel told reporters, this is from the expansion of the sales staff to purchase the only way which must be passed personnel equilibrium.Used to sell 10 cars, now sold 3 vehicles, the company is not welfare agencies, not layoffs have no way, occupation consultant fleeing Guangzhou, non native Cantonese sales consultant fleeing Guangzhou, part of the pre-sale occupation managers fleeing Guangzhou.He expected, 9~10 month, the new equilibrium will appear.However, the FAW Toyota one dealer said optimistically told reporters, they have no layoffs, but has done some tone hillock, strengthen customer service and the second-hand car personnel.She thinks, limited license after the main transition period, three or four months of it, will be clear.
-
Share dropped to the lowest in 3 ~ 5 years local brands will withdraw from the market in half
Guangzhou Daily: Wang Canbin
2012-08-20 07:45:48
Chinese automobile industry association secretary general Dong Yang "brand (brand) the second half of the year or even the next 2 to 3 years are very difficult to change, may be about half the local brand car cannot survive" voice did not fall in the next 3 to 5 years, in July the domestic brand car market share dropped to the lowest level since September 2008.In China automobile market brand has over a hundred, the world's largest, reference to Chinese similar America market, was also has hundreds of brands, after fierce competition, only America in three and foreign brands.Perhaps, China local brands can survive only ten, what are the local brands can survive?
Present situation: local brand share to a minimum
Local brand survival state is a big concern for the automobile market.China automobile industry association secretary general Dong Yang in July has just issued a warning, this is by far the most pessimistic view of local brands.
China automotive statistical data shows, domestic passenger car brand in July sales of 411600 vehicles, than last month fell 17.6%, than last year growth of 12.6%, passenger car sales accounted for
36.7% of the total, share than last month fell 2.2 percentage points, than the same period last year increased by 0.5 percentage points; from 1 to July, the local brand car sales of 3564100 vehicles, up 1.2% over the previous year, below the passenger car overall growth rate 6.4 percentage points.For 40.8% of the total passenger car sales, share than the same period last year decreased by 2.6 percentage points.
The automobile association also revealed that in July, local brand car market share in 2008, the lowest since September.
In contrast, 1 ~ July, Japanese, German, American, law and Han is both positive growth, including Ashkenazi growth reached 20.5%, far higher than other branches of growth; the total market share year-on-year growth situation, German, Japanese increased significantly, Korean, beauty and the law flat.
One disaster after another: licensing restrictions forced fled the city
With the accession of Guangzhou to purchase domestic ranks, to the purchase of the city itch for a try, this is a huge blow to the low-end market local brands."As more China City licensing restrictions, the global car enterprises to expand production, China automobile industry competition will be fierce."Dong Yang said, "compared with global brands, domestic brands brand image and R & D ability.Therefore, the local brand market share further down is inevitable."
Local brands in the city's sales volume is not large, but the brand propaganda significance is greater than the actual sales, and now even the stronghold also began to fall.The hippocampus in Guangzhou only a dealer, and BYD, Chery, Geely is also shrinking the dealer in Guangzhou.
Sales outlets will be withdrawn from the big city to implement licensing restrictions, the transfer to the surrounding two or three line city, will become the most local brand manufacturers have to choose.In the previous "sphere of influence", there are now more joint ventures and low-priced products and new joint venture brands, in the race of pure native brand share.
The first way:
Baotuan heatingDo subtractionA fine
When it comes to brand's dilemma, Dong Yang will be blamed in part on the wrong direction.He did not agree with local brands from the high-end dry up idea.In the past few years, to the development of high-end, launched the high-end brand, once considered the local brand challenge joint venture brands of salvation.Now, it seems that this road is impracticable, local brands have not reached this level, the scale of production and marketing fifth of the world's modern - KIA haven't yet launched the high-end brand.
Chery in 2008 opened in high-end car brand Ruiqi, almost is a failure case.On the contrary, has always insisted in the pickup, SUV market, and the car market in a deep secret agents to the Great Wall of the car, but gained against the market sharply callback strength.Changan auto also because of market uncertainty, and repeatedly delayed the development of high-end car brand.
At the same time, two years before the mainstream brand implementation of brand or sub network strategy, now also in contraction.BYD slash the number of dealerships.The Great Wall automobile said last year to the car, SUV and pickup three categories of sales channel network management, but it is difficult to implement a plan.This year, Geely is also the imperial, Global Hawk and the three marketing division, re integration into central and Northern marketing division, South District, by the vertical management into horizontal management mode, to form a joint force, respond to market changes.
More important is the product of "do subtraction".How to focus R & D strength, it can establish a long-term competitive advantage in quality, is the survival of the fundamental.Chery motors cut many models, Geely is also known, will develop more like the imperial EC7 models.
Dong Yang suggested, local brands need to Baotuan heating, transnational auto companies have started to strengthen cooperation, Chinese local brands should also give full cooperation in areas such as research and development, such as the common development of the one or two engine, transmission, reduce repeat dispersedly, partnership with."Chinese automotive R & D funding is not low, but scattered in too many independent brands, no climate."
Outlet two:
To open up overseas markets
Wall blossom incense outside the wall, becoming the most competitive in the world market at the same time in the Chinese, local brand has achieved new breakthroughs in overseas markets.Show that the Automobile Association statistics, 1 ~ June car accumulative total exports 439900, than last year growth of 17%, export amount of $6256000000, more than 35.9% of the year.Entered in 2012, the export situation of China's automobile appeared more obvious changes, specific performance growth significantly faster than the increase in amount, which is mainly affected by the export models, promote diversification, product quality raise the price and exchange rate changes and other factors.The main export varieties from the vehicle, the largest truck and passenger car export unit price increase, slightly lower relative.The main species in the truck, in contrast to the domestic market downturn trend, more than 14 tons of heavy-duty diesel vehicle export performance of the more prominent, total exports of 23000, more than 29.7% of the year.
Local brands in overseas is mainly belongs to the low-end export trade, after sale service did not keep up with the market, the foundation is not solid.
Guess what: local brand survival?
● the Great Wall automobile
Survival index: ★★★★★
Previously unknown to the public of the the Great Wall automobile has become the most popular domestic car prices, this year car market downturn, especially local brands most facing a drop in profitability, sales volume shrinking, the Great Wall car still largely bucked the trend.The first half net profit is as high as 2384000000 yuan, an increase of 27.95%, performance outshines.
The Great Wall has formed its own unique advantages in the pickup, SUV market, car market begins to step on the right track, and have the brand premium ability, have a good financial situation.But the Great Wall is not without worries: in the largest car market, the Great Wall has not become a real strong brands, is facing a strong tradition of SUV market increasingly fierce competition.In management, marketing and learning to mainstream joint venture.
● Geely Automobile
Survival index ★★★★★
In the financial crisis to buy Volvo, Geely in 2011 to enter the global top 500 with $23355700000 in revenue, greatly enhance the ability to resist market risk.Of course, the two years development is not fast, it is also robust performance, in addition to the imperial EC7, other models also has, in its three brand division to further refine distinguish, it still has a long way to go.
Chery Auto
Survival index ★ ★ ★ ★
Start early, but does not have access to the best position in the market, Chery automobile's development condition is not satisfied.This and the brand too much, management confusion, frequent changes in personnel related.Of course, after many years of accumulation, Chery still has certain accumulation and market infrastructure, access policy resource capacity of the strongest, in overseas market formed a certain scale, a great probability to survive.
● BYD
Survival index ★ ★ ★
BYD once is the fastest growing local brands, but the rapid development of a few years ago turned his head, from 2010 began to enter a period of adjustment, is still not out of the woods.But BYD still have their own advantages: leading in electric vehicles, the cost advantage is still the market launch of the S6, fast response, rapid, stable morale.BYD to regroup, estimated to be electric cars became popular when.
● Roewe, MG
Survival index ★ ★ ★ ★
Although not the biggest, the most famous, is the most level of quality, regardless of the price or workmanship, almost and joint venture brands compete, can still achieve annual sales of about 200000 cars, with the brand premium ability, this is the Roewe, MG and even the whole Chinese local brands hope.
● brilliance
Survival index ★ ★ ★
If there is no BMW backing, I dare say brilliance is difficult to survive, but since the waterfront on the wealthy "BMW", brilliance get feedback, has gradually improved.The Chinese car do and like BMW, the price is less than 1/3, the local brand what is there to worry?This is the market for technology, this is the "win-win".
-
Shares fell nearly five years to the bottom line, the independent brand crisis time
Twenty-first Century economic report Fan Wenqing reports from Beijing 2012-08-14
23:43:11
Although the domestic car market is still maintained a growth trend, but its own car brand did not cease to continue the momentum of decline.
According to Chinese Automobile Industry Association (hereinafter referred to as the Automobile Association) the latest data released in August 9th shows, July, domestic car sales has declined, the year-on-year growth rate to maintain stable growth.1-7 month, car sales rose respectively 4.84% and 3.56%, an increase over the previous June have varying degrees of improvement.The Japanese, German, American, law, Korean series models both positive growth, but the contrast is, the independent brand passenger car market share continued to decline.
According to statistics, in July, the independent brand car sales 191100, than last month fell 16.9%, grow 7.4% compared to the same period last year, accounting for 24.3% of the total car sales, market share than last month fell 1.7 percentage points, down 0.3% yoy.
It has its own car brand for 5 consecutive months in market share.
The automobile association information department director Chen Shihua said: "the July data show that, independent brand car market share has created in 2008, the lowest since September."
According to the data provided by the Automobile Association, 2008 under the influence of the financial crisis, the independent brand car enterprises suffered a severe test, in July of that year, the independent brand car monthly market share fell to 22.8%, the lowest in nearly 5 years.
Chen Shihua thinks, in recent 5 years, the inverted "V" word market trend has been shown, independent brand car "existence" is a step to the 2008 July approximation.
Car enterprises inventory levels rise
Inventory, still as a measure of market quality indicator.
According to the Automobile Association statistics, at the end of 7, the car company stock is 736300 units, than the 6 end rose 47700.In steam assist secretary-general Dong Yang thinks, enterprise stocks rise, can reflect the sale of inventory pressure somewhat slow down, look from data, market changes most manufacturers can master terminal sales.
But the survey data China Automobile Circulation Association released August 1st still show dealer plays in the sale of inventory pressure.Through a sample survey of the hundred thousand 4S store dealer group, China Automobile Circulation Association, June car dealer inventory continues to rise, integrated inventory coefficient reaches 1.98.Among them, the independent brand auto dealer inventory coefficient reached 3.12, far exceeding the import and joint venture brands.
According to international industry common practice, inventory coefficient between 0.8~1.2, reflecting the inventory at a reasonable range; when the inventory factor greater than 1.5, the inventory has reached alarming levels, need to pay attention to; if the inventory factor greater than 2.5, indicating high inventory, dealers operating pressure and the risk is very big.
Inventory coefficient and published in the Chinese Automobile Circulation Association of more than 2.5 brands, own brands occupied 5 seats, wherein the hippocampus automotive 6.71 inventory coefficient at the top.
"6, July is the auto sale is off-season, the off-season, whole plant selection is generally a pressure reservoir."Geely Automobile Marketing vice president Liu Jinliang explained the independent brand high inventory of the reason, but he also admitted that in terms of sales, the independent brand present unprecedented pressure.
Some dealers have begun to struggle in the edge of survival.As the services in the field of domestic automobile dealers social organization, the Chinese auto dealers chamber of Commerce in August 13 to take the enterprise car vehicle production issued a public letter, hope vehicle plant "took the utmost sincerity, actively respond to market changes, adjust the sales target, to reduce dealer inventory".
The organization said, the contradiction between the distributor and the vehicle manufacturing enterprises has intensified unprecedentedly, the independent brand dealer is the hardest.
Half of the independent brand will be reorganized
In the face of the independent brand car sales continue to decline, Dong Yang has not come up with effective countermeasures.He had early in the call, in does not violate WTO rules, the government should give the independent brand support at the policy level; the first purchase a car consumers should also consider the autonomous vehicle.But the results from the current perspective, the market has not changed.
"I agree with the independent brand is of vital importance to key argument.In the open market early, because the market is not crowded, the independent brand will not encounter this problem; now the market incremental suddenly increase, brand competition is becoming increasingly fierce, the independent brand survival space is more and more limited."
In June this year, Dong Yang predicted three to five years, there will be more than half of the independent car enterprises will be eliminated in the competition.Now, Dong Yang still did not change this to judge their own.
Survey data from first-tier cities are also validated Dong Yang view.According to Nelson and the Automobile Industry Association survey, with Beijing as the representative of the first-tier cities, in order to upgrade replacement and repeat purchase for the purpose of repurchase owners car purchase crowd proportion has reached 58%, most of them preference of 120000 yuan of above models, but in this domain, the independent brand is clearly not enough competitiveness.
"Now first-tier cities will purchase a car was significantly higher than that of the second and the following city and countryside."The vice president Nelson said China District, the two quarter of this year China overall consumer intention to purchase a car dropped to the lowest level in the past two years, only first-tier cities increased significantly, reaching 32.5%, and consumer income is expected to upgrade and purchase policy is closely related to.
Now, the three or four line of the city's willingness to purchase a car from the peak period of 22% to 15%, and these areas are the main habitat of independent brand car.
Xu Changming, director of the state information center information resources development department, the current domestic consumer preference is to purchase a car passenger car market structure has an important impact."In the domestic new car tide in a rotation, vehicle level, the price is going up, the car of the joint venture, the luxury car welcome in the second one, big city more, in some big city, before the independent brand performance significantly better, are slowly being eliminated."
Xu Changming predicts that if according to 3% of the rate of decline for a few more years, within the automotive industry reshuffle will be inevitable, but the independent brand car enterprises will be the first to bear the brunt.
-
The lack of "evergreen tree" to become the independent brand taboo
Southern daily Chen Zhijie
2012-08-17 08:52:00
With the international brand of a product can be followed the contrast nearly ten generation, even more has highlighted the lack of "evergreen tree" is the independent brand taboo.
BYD most intermediate speed sharp next week will be listed, will for the first time with BYD automatic driving technology, will also be equipped with a gold power 1.5T and 6 speed mysterious tiptronic DCT dual clutch automatic transmission.This is a scientific and technological content of equipment, especially the fresh feeling full automatic driving technology, is expected to make the speed sharp will have the good market performance, which is also the important battle BYD market counterattack.
However, the problem BYD intermediate car product line is now, although the product is much, never happened as the original F3 as main sales leader.Or, once sales in glorious F3, has gone for ever, will not become the evergreen tree market "".
This new Diechu to tree "evergreen tree" phenomenon, is common in the independent brand car enterprises.In BYD F3, has been steady in the Great Wall was launched create a great sensation of Tang Wing C30, sales are rapidly entering the car before the ten strong, but now the Tang Wing C30 also be unknown to the public.Although the Great Wall also launched products stronger Tang Wing C50, but sales miracle did not happen again.
Now in the car sales before ten strong, there has been a lack of own brand products figure.If the number of the independent brand "evergreen tree", it has to be a classic Chery QQ.So far QQ in micro sedan market still occupy a space for one person is important, the sales scale is Chery after products are hard to reach.Of course, now the micro sedan in the limelight of the times, with the rapid upgrading of consumption, has also gone.
The independent brand continuously in the compact car, intermediate car even senior car market introduction of new products, that is nothing but "many children fight" routine, in this process, the new technology enterprises have also been applied to the latest models, as BYD G3 should first with 1.5T engine and the dual clutch gearbox technology, while the speed sharp upcoming application automatic driving technology, butIf BYD adhere to F3 a car or a derivative products in the intermediate vehicle market, and these attractive new technology applied to the F3, the result will be how?
This is not the complete answer.But from Chery this year and comeback Eastar moves, contrast in recent years in the high-end brand strategy, finally also was not left deep imprint dongfangzhizi market.
This actually need a more long-term brand and product strategy planning.With the international brand of a product can be followed the contrast nearly ten generation, even more has highlighted the lack of "evergreen tree" is the independent brand taboo.New products and new brand can have new technology, freshness and attract the attention of consumers, and constantly introducing new products of different brands in the process, or the loss of valuable time is the cumulative product brand value.
Even the old Jetta, Santana, never retreat city plan, but will also wear a popular new family Facebook, continued to battle arena.How to build the "evergreen tree" model, which is worthy of the independent brand question.
-
The school bus market in the second half of transient, increase investment risk
First financial daily
2012-08-20 11:25:47
The new semester opening soon, the school bus market also attracted a lot of attention.
Reporter understanding, with the relevant departments and social public opinion to the school bus safety increasing attention, one after another around the bulk purchase the school bus, school bus market this summer vacation home sales peak, the total sales amount bus orders some school bus manufacturers received even more than the first half of the amount.However, most manufacturers think, after a small climax before September, the school bus market will fall flat, is expected in the second half of the market is worse than the first half of the year.
To drive sales peak summer
High temperature roasting summer seems half dark indefinite bus market has brought "".
"From the beginning of July, the school bus market rebound momentum obvious."Zhengzhou Yutong Bus Limited by Share Ltd (hereinafter referred to as "Yutong") brand manager Shao Zhong told this newspaper, this year 1~7 month, Yutong Bus sold about 4000 vehicles, but since August, Yutong Bus have determined the order will have nearly 1400 vehicles, due to tight capacity, later in August 10th under the orders will be put into production in September, at present, 9
month order also has nearly 1000.Yutong Bus is expected full year sales expected in 8000~10000 vehicles, the industry is estimated at 25000 of ~3 million.
"July rose as high as 100%, sold a total of more than 300 vehicles.Expected August sales will be higher than in July."Xiamen king long United Automotive Industry Co., Ltd. (hereinafter referred to as "the dragon") marketing director of brand management center Luo Jian also told reporters, in fact 1~6 months late Kinglong bus did not sell, but since the start of the summer, the school bus market began a small peak, orders increased significantly, and these orders will be delivered in September before the opening, the company production pressure.
China Institute of highway bus branch (hereinafter referred to as "bus branch") statistics show, July 50 major domestic production enterprises in total sales of passenger bus number for 2028 vehicles, compared with the previous two months increased; 1~7 months, the cumulative sales of 13117 vehicles, the large and medium-sized bus proportion increased slightly, up from 52.26% in the first half to 53.46%.
"Despite the July orders have increased significantly, but the bus was particularly evident seasonal products, in October sales will certainly down."During the interview, a number of manufacturers believe that the school bus market in the second half of last optimistic.
"Since this year is the new and old standard alternating period, variable is too large, the local government implementation of the school bus policy differences, the progress of the school bus market are not the same."
Changan passenger deputy general manager Meng Zhenhai told the reporters, the first half of Changan has sold more than 1000 cars this year the school bus, school bus sales estimated at between 2000~3000 cars, but can reach 3000 units is the main market depends on the follow-up.He thinks, this year the school bus market overall sales will certainly be lower than expected.
In response, Luo Jianyi said, as the first half of this year the school bus management regulations issued late, but also on the subsidy scheme is not clear, the school bus market expectations have been adjusted downward, but the actual sales volume is still lower than expected first half of this year, Kinglong bus only sold about 300 cars.After 7, August summer peak, the second half of the market will return to the plain, the next season to the next school year.
Eighty percent of enterprises for the two into the market
Since the end of last year, the school bus is always an important growth coach market support.
Institute of highway bus branch deputy secretary general She Zhenqing analysis pointed out that, from the sales curve, passenger car sales have been in the same horizontal line continuous sideways for 5 months, the year-on-year growth rate continued to decline, the market demand further weakness evident.In view of present situation of car market remains in the doldrums, bus branch annual passenger car market growth forecast from the end of 12% to about 8%.But from the total sales, the bus is still the main support bus market growth this year.
She Zhenqing said, the vigorous development of the school bus demand, is There was no parallel in history. to affect the whole car industry and car market changes.However, from the market concentration, the market competition is also fierce, investment risk is worthy of attention.
According to the bus branch of statistics, July 50 major domestic passenger car production enterprises, 26 the school bus sales, increase 4 than June.1~7 month ranked the school bus sales top three Yutong, Changan, through the sales reached 3982 vehicles, 1569 vehicles, 1201 vehicles.26 school bus production enterprise, Yutong market share reached 30.36%, and 5 enterprises in second to sixth of the total market share of 42.04%, the remaining 20 enterprises only 27.60%.
"Although the entry threshold is not high, the investment is large, the survival of the fittest market rule action, the investment risk will continue to increase."She Zhenqing think, if the school bus market in accordance with the pattern of development at present, will be the formation of 80% enterprises for 20% share of the market situation, the tragic extent it is self-evident.
-
The public voted 73 billion to build Tianjin DSG new factory as soon as this month Foundation
Economic Observer newspaper
2012-08-20 11:22:32
Although "DSG incident" broke out finally to provide long warranty program had subsided, the public also pay a high economic costs 400000000 euros, but the incident apparently did not stop the German car makers "technology leader" determination.
Reporters last week from the Volkswagen (China) Investment Limited (referred to as the "mass China") to understand,The automatic transmission factory set up wholly-owned in Dalian, popular in China to set up second to produce a new generation of DSG (dual clutch automatic transmission) have settled in Tianjin.The mass China internal communication senior director of the Jiyong told reporters last week, Tianjin DSG plant will be the fastest in the foundation.
Reporters from the Tianjin Development Zone Administrative Committee learned that, as early as in May this year, the public China with the Development Zone signed investment and cooperation agreement settled in the project.The administrative committee of the Development Zone Investment Promotion Bureau who told reporters, the public transmission projects identified in the western zone.
"The western industrial foundation is good, the whole project is the Great Wall automobile (601633, spare parts project has Japanese Aisin and Kumho tires.In addition, FAW and BYD have investment projects."The above said, the development zone to the public transmission project in planning of land has been completed "nine connections and one leveling", but when the concrete construction still need to finalize investment square.
Factory owned
The reporter understands, Volkswagen automatic transmission and mass set earlier in the Dalian (Dalian) Co. Ltd. (VWATD)
as transmission, mass in Tianjin set up factories by the same mass Chinese owned.
In the domestic a recruitment website, "Volkswagen automatic transmission (Tianjin) Limited" start recruitment started from a few months ago.Understand according to the reporter, this is to raise or enlarge an army company is the automatic transmission company in Tianjin established mass.Signed in accordance with the mass Chinese and Tianjin Economic and Technological Development Zone Investment Agreement, the public will be put into operation in the most advanced DQ380 and DQ500 two DSG transmission in Tianjin, a total investment of
9.27 million euros (about 7300000000 yuan).
According to local media disclosure of tianjin,The project is divided into phases: first phase investment of 627000000 euros, plans to start construction in August of this year, the production of DQ380 and DQ500 products, respectively in April and 2014
2014 year in October put into production, annual production capacity of 450000 Taiwan; two phase investment of 300000000 euros, the continued production of the DQ380 series of products, annual production capacity of 450000 units."After the completion of the project, capacity of 1350000 units / year, the output value of 30000000000 yuan."A project in Tianjin Development Zone signing official website news show, Volkswagen gearbox in Tianjin project, covers an area of about 320000 square meters, the production process including machining, heat treatment, assembly and logistics and other steps, both investment and capacity planning, are more a step ahead of Dalian transmission factory."In fact, the automatic transmission project why not continue in Dalian investment, with Dalian Economic Development Zone land shortage has the very big relations."Close to the Dongfeng Nissan executives an informed source told reporters recently, not long ago, Dongfeng Nissan announced in the construction of new base Dalian, the land use of the project is the development zone from the preparation "coordination for Chery vehicle project sites in the original".
In Dalian, the public has successively Volkswagen FAW engine (mass 60% shareholding) Volkswagen automatic transmission two powertrain project located in Dalian, the automatic transmission plant two or three expansion has been completed.According to the plan, as of the first half of this year, Volkswagen in the automatic transmission supply Dalian has been close to 1000000 units / sets, supply supporting the main north-south Volkswagen two joint-venture Volkswagen and Skoda brand products.
Supporting Audi
The reporter understands, and mass Dalian automatic transmission factory only put into different a DQ200 seven speed dry DSG transmissions, seven speed wet DSG gearbox transmission plant mass in Tianjin new will be put into operation more torque, supporting more high-end models.According to the overall planning of 1350000 stage production capacity reserve, popular in Tianjin factory's focus is not limited to China market.
It is reported, the new plant plans to start mass Tianjin new DQ380 gearbox production in 2014 October.According to the mass Chinese executives say, in the future production of Tianjin DQ500 dual clutch transmission, will be mainly carried in the Volkswagen Tiguan models, and DQ380 will be applied to Audi Q3 and Volkswagen Golf GTI and other high-end models.This is also the public official confirmed for the first time, which made the latest generation of DSG transmission will be supporting Audi brand models.
The mass Chinese executive vice president Dai Shilin at the signing ceremony and Tianjin Development Zone, DQ500 seven gear box has been put into operation in Germany, this product will be put into production, its production in the first overseas factory in tianjin.DQ380 seven gear transmission is developed on the basis of DQ500, DQ380 the world's first production will be completed in Tianjin factory, but not in europe.
"Now pushing the modular strategy, factory located in China also to the global supplier, brand is of course not Volkswagen and Skoda, this is done in order to meet the needs of its global strategy."Informed sources close to the public China senior told reporters, the public will be enough to match the high-end models of more advanced transmission in Chinese, to further increase the localization rate has a close relationship Audi.
For a long time, Audi will in the China market success into the China earlier than competitors, as well as the implementation of localization strategy than competitors more thoroughly.Among them, in the localization of leading, mainly wins far competitors in the domestic Audi parts rate.With the Mercedes Benz BMW has come into China domestic engine, Audi existing cost advantage is being competitors tie."Although the localization rate, Audi has led many opponents, but in the localization of the highest rate of Audi A6L, the localization rate is less than 70%."The source told reporters, with the Audi parts procurement standards significantly higher than a big slice of the public has the very big relations.According to reporters from the FAW - Volkswagen Audi Sales Department to understand the information, the current domestic Audi models, only 1.8T 2.0T and 2.5FSI engine, the three domestic, in the automatic transmission is totally dependent on imports.
"The new gearbox production is scheduled to Chinese first rather than Europe's decision, clearly show the Volkswagen Group for the trust and the approval Chinese factory capacity."Dai Shilin said, from 2012 to 2016, the Volkswagen Group will further deepen cooperation with China partner, plans to invest 14000000000 euros, for yield, productivity and the development of new products, in order to consolidate and strengthen the public's leading position in China market.