"National God Car" Santana lost to the lack of core tide? Or because of the low profit 4S store said it was about to run out of stock

New Santana. Figure/IC photo

A generation of "national god car" Santana may soon become a "victim" under the wave of lack of cores.

According to the environmental impact assessment data recently released by SAIC Volkswagen Yizheng Branch, after the transformation, the factory originally had the production capacity of 224,400 Santana models to directly zero, which may mean that Santana will bid farewell to the market.

"Now the manufacturer does have a plan to stop production of Santana, mainly because of the lack of chips", on November 17, a sales staff of a SAIC Volkswagen dealer in Beijing told reporters that because SAIC is facing the problem of insufficient chips, the group level temporarily saves the chips of some models and gives them to popular models, such as Tuon and Passat.

"Because some models don't make much money, the cost of production and purchase is there, the customer comes to discount 20,000 yuan, and the store activities give you a 5,000 yuan discount, basically no profit," the sales staff said.

Since then, the Beijing News Shell financial reporter learned from sources that Santana's short suspension of work is related to the shortage of chips. The chip shortage has continued since the end of last year, which has had a great impact on the production capacity of SAIC Volkswagen and also affected the delivery of some vehicles. In the short term, the situation of chip supply is not optimistic, SAIC needs to adjust production, give priority to ensuring the chip supply of popular models, and Santana has made certain "sacrifices".

However, the above sources stressed that Santana has not completely stopped production as rumors have suggested. Market news said that in the future, SAIC will also formulate Santana-related product plans according to the actual market situation.

On November 17, the reporter asked SAIC Volkswagen to verify the above matters, and SAIC Volkswagen denied that Santana had stopped production.

The reporter also noted that although Santana's sales are good, due to the existence of "double points", it may be more and more lossy, and the sales of the SAIC Volkswagen Electric ID. family have gradually become the company's new profit pillar. Whether it is because of the lack of cores or the electrification transformation, Santana may eventually drift away from this market.

SAIC Volkswagen denied stopping production, and the 4S store can get 30% off the purchase of cars in the past 3 months

On November 17, SAIC Volkswagen said that at present, the production, sales and service of Santana products are being carried out in a normal and orderly manner, and terminal sales are stable.

Compared with the popular models that have kept a low-key price increase today, Santana's current discount can be described as a "fire sale".

The reporter saw on the official website of SAIC Motor that the current suggested retail price of Santana is 86,900 yuan - 111,800 yuan. The Santana 2021 features the new 1.5L EA211 engine, cross-pull chrome grille, 15-inch twin five-spoke classic alloy wheels, and ESP body dynamic electronic stability system.

"As long as customers participate in the activities in the store, they can now discount 20,000 yuan, and they can also deduct 5,000 yuan for 5,000 yuan to buy a car, a total discount of 24,901 yuan," the sales staff of a SAIC Volkswagen dealer in Beijing told the Beijing News reporter, although Santana's minimum suggested retail price is 86,900 yuan, the car's current car is only 61,999 yuan, which is equivalent to a 30% discount, and a 24-inch suitcase can be given away.

The sales staff further said that if you choose to pay in installments, the current purchase of Santana can use 2 years interest-free, 30% down payment, as long as you pay 1500 yuan installment service fee, the monthly payment amount of the first year is 2530 yuan, and the monthly payment amount of the second year is 1303.3 yuan.

However, if calculated according to the landing price, the Santana also has a purchase tax of about 5920 yuan, an insurance premium of about 3500 yuan, a car delivery service fee of 1500 yuan, and a service fee of 1000 yuan to assist in checking the car, so the landing price is still between 70,000 and 80,000 yuan.

The sales staff further confirmed to reporters that Santana does have plans and plans to stop production, and from August to the present, Santana "almost did not get into the car", in August someone ordered a car in the store, but because the manufacturer did not mass-produce, the owner of the car did not get the car after 2 months.

"At present, there is only one existing car in the store, one in transit," said the above-mentioned person, the car in transit is expected to arrive at the end of this month, if these two cars are booked, until the Spring Festival may not have any Passat purchases, "if we don't have it here, then there may be no other places in Beijing."

However, for the maintenance concerns expressed by reporters, the sales staff said that at present, Santana's after-sales accessories are complete, the national after-sales network, does not involve chips, and there is no need to worry about after-sales. He said that many driving schools come to the store to buy Santana, there are also many people in order to occupy the car indicators, on behalf of the car to buy a car, the car's market maintenance and value preservation is no problem, "not to mention this car is also skinny, if this car is not easy to repair, other cars are even more difficult to repair."

The wave of core shortage has been sweeping for a long time Some models of SAIC Volkswagen have previously stopped production

In fact, the wave of core deficiency has been sweeping through China for a long time, and SAIC Volkswagen's previous response seems to be a "harbinger".

On February 10 this year, SAIC Motor Passenger Vehicles and Horizon Robotics, a smart chip unicorn, reached a comprehensive strategic cooperation. Cui Dongshu, secretary general of the China Passenger Transport Association, expects that the main purpose of the cooperation between SAIC Motor and Horizon is to make Horizon a provider of automatic driving system chips for passenger cars, and this cooperation will also play a role in alleviating the shortage of chips.

On April 2 this year, the Beijing News shell financial reporter learned from SAIC Volkswagen that the uncertainty caused by the new crown epidemic has affected the chip supply of some specific automotive electronic components, including basic raw material products and finished chips, which has become a global industry problem and has a certain impact on global automakers.

It is worth noting that SAIC Volkswagen said at the time that in the third and fourth quarters of last year, some models of SAIC Volkswagen have faced tight production capacity due to chip shortages; in the first quarter of this year, SAIC Volkswagen's production capacity was affected by chip shortages, and some models were discontinued in stages. The company will optimize the scheduling plan according to market demand, and give priority to ensuring the production capacity of products with large market demand.

However, no one in the market at that time thought that the "phased suspension" might also appear on the Santana model.

On October 15 this year, Chen Bin, executive vice president of the China Machinery Industry Federation, pointed out that the "chip" affects the production and sales of millions of cars in China a year, which is a concentrated reflection of the fragility of the ecological fragility of China's manufacturing supply chain.

He said that in the past in the automotive supply chain did not attract enough attention to the "chip", but has a huge impact on China's automobile production and sales, from May to September this year, five consecutive months of production and sales fell year-on-year. According to this estimate, it is possible to reduce production by about 2 million vehicles throughout the year. The shortage of some high-end chips has become a "stumbling block" restricting the innovation and development of China's science and technology enterprises.

The sales volume of the "National God Car" exceeded 135,000 in the first three quarters, and it fell into the cycle of more and more losses.

"When I was a child, only big leaders could sit in Santana" "When I was in junior high school, my father drove Santana to pick me up and go to school. The reason why Santana's suspension rumors have attracted attention is because this car, like "Big Brother", has become a mark in the hearts of a generation.

In 1983, SAIC Volkswagen introduced the Santana brand to China, creating a precedent for a Joint Venture between Chinese cars, and Santana appeared on the streets of China, covering the childhood memories of the post-80s and post-90s generations in the era of scarcity of small cars. "With Santana, you are not afraid to go all over the world", in 1997, the old Santana's advertisement spread throughout the country together with Santana's figure.

By October 2012, the old Santana had bid farewell to the stage and released a "Goodbye, Santana" ad, while the new Santana was released in December of that year.

According to the data, Santana has served more than 6.24 million car owners so far.

On November 17, SAIC Volkswagen provided data to reporters that at present, the production, sales and service of Santana products are carried out in a normal and orderly manner, and terminal sales are stable, with cumulative sales of more than 135,000 in the first 10 months of 2021.

However, the reporter noted that although Santana's sales are good, due to the existence of "double points", it may be more and more lost.

According to reports, the "double integral" is the average fuel consumption integral of the car company and the new energy vehicle integral. Every year, the Ministry of Industry and Information Technology will publicize the above points of car companies, this point has positive and negative, if the points of car companies are negative, you need to pay for it, if the points of car companies are positive, it may be possible to achieve profits.

On July 15 this year, data from the Ministry of Industry and Information Technology showed that in 2020, 137 passenger car enterprises in China produced/imported a total of 19.8302 million passenger cars, the average vehicle maintenance quality of the industry was 1510 kg, the average fuel consumption was 5.61 liters/100 km, the positive integral of fuel consumption was 4.3674 million points, the negative integral of fuel consumption was 11.7143 million points, the positive integral of new energy vehicles was 4.37 million points, and the negative integral of new energy vehicles was 1.0655 million points.

According to the disclosure form of the Ministry of Industry and Information Technology, the average fuel consumption of SAIC Volkswagen in 2020 is 5.18 liters /km, and the data shows that Santana's fuel consumption per 100 kilometers is higher than this data. In 2020, saicus Volkswagen's average fuel consumption score is -689778 points, and the new energy vehicle score is -92888 points, and among these negative points, Santana may be hidden.

While Santana is lonely, the sales of the SAIC Volkswagen ID. family are good.

According to the October sales data released by the Association, SAIC Volkswagen's ID. family sales continued to grow, reaching about 22,000 units in the first 10 months, while in October it reached 7,052 retail sales, an increase of 41% month-on-month.

In recent years, SAIC's new energy planning has been continuously exposed. In October last year, it was announced that volkswagen's new energy plant will put into production four models of the Q4 Sportback e-tron, ID.4X, ID.ROOMZZ mass production version and Skoda ENYAQ of the MEB platform, with an estimated annual production capacity of 360,000 units.

In November this year, it was reported that SAIC Volkswagen started construction of a new energy vehicle battery workshop at its Changsha plant, after which the Changsha plant will gradually put into operation the MEB platform pure electric model from 2024, with a planned annual production capacity of 100,000 vehicles.

Whether it's because of a lack of cores or an electrification transition, Santana may eventually drift away from this market.

Beijing News shell financial reporter Lin Zi Editor Xu Chao Proofreader Fu Chunyan