In the last week of 2021, the reporter visited a number of 4S stores located in the automobile park outside the North Fifth Ring Road in Beijing to explore whether the supply and sales of cars under the tide of "missing cores" have improved, and also to understand the cold and warm of the first-line car market at the end of 2021.
Mercedes-Benz sales staff introduced, "the new generation of Mercedes-Benz C-class discounts that have recently been listed have reached 30,000 yuan, GLB can be discounted by 50,000 yuan, and the two models of existing cars are more sufficient." ”
Dongfeng Citroen sales staff said, "Versailles not only has no discounts, there is no existing car, now it takes about 45 days to pick up the car; at the same time, the car has a high degree of attention, almost every day there are orders, the later the booking time, the longer the pick-up cycle will be." ”
Inside the WEY dealership, the sales said, "Tank 300 has no discount, can only be purchased in line on the brand App, and now it is scheduled to take 6 months to pick up the car," he added, "Because of the chip shortage, this car is out of stock throughout the country." ”
The sales staff of Dongfeng Citroen 4S store told the China Economic Network reporter, "Versailles not only has no preferential treatment, there is no existing car, and it is now scheduled to take about 45 days to pick up the car; at the same time, the car has a high degree of attention, almost every day there are orders, the later the booking time, the longer the pick-up cycle." In addition, he also said that because the store cooperates closely with the main engine factory, the pick-up cycle is already relatively short.
Dongfeng Citroen 4S store Guo Yue photo
Continuing the tide of "lack of core" throughout the year, the supply and demand relationship of China's auto market in 2021 has undergone a transformation, from the continuous tightening of preferential treatment, to the continuous extension of the scheduling period, and even the development of a car is difficult to find... In the last week of 2021, the reporter visited a number of 4S stores located in the automobile park outside the North Fifth Ring Road in Beijing to explore whether the supply and sales of automobiles have improved, and also to understand the cold and warm of the first-line car market at the end of 2021.
High-end brands have plenty of existing cars and pile up to "exchange" market dividends
The reporter first came to a Mercedes-Benz 4S store, and the consumers who watched the car showed a good popularity, which is also the epitome of the high-end car market that has always been "hot" in recent years. According to the data of the Association of Automobile Associations, the market share of high-end cars has climbed all the way, reaching 8.8% in 2018, 10.7% in 2019, and 13.1% in 2020. Entering the first half of 2021, high-end cars do not seem to have been affected by too much "lack of core", and in the second quarter, their market share reached 15.3%; in the first 11 months of the comprehensive, the share of high-end cars was 13.4%, still at a historical high.
The new generation of Mercedes-Benz C-Class Guo Yue photographed
It can also prove that the high-end car market has broad prospects, and the reporter found that there are two high-end brand 4S stores in the same park, Volvo and Hongqi, which are in the final stage of decoration, and the store scale is relatively considerable, which shows that it is strong.
The decoration of the red flag and Volvo 4S store Guo Yue photographed
In addition, high-end brands in this round of "lack of core" tide seems to have a strong "resistance", in the first half of the year, the market share of high-end brands is still in the upward channel; until the second half of the year, it gradually revealed the "lack of core" caused by the lack of product supply, sales declined. However, when the reporter visited the Mercedes-Benz 4S store this time, he found that the supply and preferential range of its hot models have almost returned to "normal". According to the sales staff, "the new generation of Mercedes-Benz C-class discounts that have recently been listed have reached 30,000 yuan, and glib can be discounted by 50,000 yuan, and the existing cars of both models are more sufficient." ”
The joint venture brand "lack of core" is still the same, and the popular models are difficult to find
In contrast, constrained by the supply system, mainstream joint venture brands have suffered a more obvious impact in the tide of "lack of core". In the mid-year stage, even the main sales models of many brands are out of stock, which has a great impact. According to the data, from January to November, the cumulative sales of mainstream joint venture brands 8268005 vehicles, even down 5.3% year-on-year; the market share also fell below 50% to 45.8%, showing full decline.
Honda CR-V sharp hybrid Guo Yue photography
During this visit, the problem of "lack of core" of the joint venture brand still seems to have not been well solved. In addition to the long cycle of the French "popular" Model Versailles, the reporter also encountered a similar situation when he visited the Dongfeng Honda 4S store next. The store's sales staff said, "CR-V hybrid just has a cash car, can be discounted by 13,000 yuan; if not, you need to wait half a month to two months after booking to pick up the car," he went on to explain, "compared to Models such as Alisson hybrid, CR-V hybrid profit is lower, so manufacturers will not prioritize the production of the car in the case of chip shortage." ”
Nissan Qijun Guo Yue photographed
The SAIC Volkswagen ID.4X is slightly "abundant", and the sales said, "Although there is no existing car, it can be picked up about half a month after the scheduled date." The new generation of Dongfeng Nissan X-Trail is more "relaxed", the sales staff introduced, "the car is currently discounted at 5,000 yuan, the current car is more sufficient, even if some configuration models do not have a current car, they can quickly pick up the car after booking." ”
It is also worth noting that the above 4S stores are in an endless stream of car consumers, or indicate that mainstream joint venture brands will usher in a bottoming out.
Independent brands are cold and warm, and the Great Wall is thirsty for "core"
In terms of autonomy, relying on a more flexible and localized supply chain, it has achieved a counterattack in the tide of "lack of core". Data show that from January to November, the sales of independent brands reached 7359203 vehicles, an increase of 22.8% year-on-year.
However, how the actual "days" of independent brands are also cold and warm self-knowledge, and Great Wall Motors undoubtedly belongs to the most urgent one of "seeking cores". From January to November, although Great Wall Motor sold 1118624 new cars, an increase of 16.3% year-on-year, the growth rate was lower than the average of its own brands. At the same time, the previous core brand Haval sales in November were only 69,170 vehicles, down 32.06% year-on-year; the cumulative sales from January to November increased by only 4.8%.
Tank 300 Guo Yue
The "lack of core" is undoubtedly an important factor restricting its progress. In the WEY dealership, also in the sale of tank 300 models, in the face of the reporter's inquiry, the sales said, "Tank 300 has no discount, can only be ordered on the brand App to buy in line, now scheduled to take 6 months to pick up the car," he also added, "because of the chip shortage, this car is out of stock throughout the country." ”
Third-generation Haval H6 Guo Yue
In addition to the tank 300, which is always hard to find, in the Haval dealership, the sales staff also said, "The third-generation Haval H6 only has a 2.0T model with a current car, and the 1.5T model can only be predetermined to buy." ”
Photo by Aion Y Guo Yue
And GAC Aean, whose product lineup is more "focused", the pressure of "lack of core" is obviously easier. The sales staff told reporters, "Aion Y sells well, and there are current cars to buy in 2021; but the latest 2022 models need to be booked to buy, and it will not be available until March." ”
Xiaopeng Auto store guo yue photo
In addition, the reporter also visited new car-making forces such as Hechuang, Xiaopeng and Nezha, which are much deserted compared to the high popularity of traditional brand 4S stores. At the same time, because they all use the order system, the impact of "missing cores" on them is not so obvious. (China Economic Network reporter Guo Yue)