Per reporter: Li Shuo Duan Siyao Per reporter: Sun Lei, He Xiaotao, Yi Qijiang
The year is approaching, want to open a new car for the New Year Feng Tao encountered a lot of trouble a while ago, only the new energy indicators he went to the terminal market to ask a circle to find that most of the current brand of hot models need to queue up to book cars, such as the car cycle is short as 2 to 3 months, the time is even to the middle of 2022.
"I thought I would be able to get a new car 1 month in advance, but I didn't know until I went, not to mention years ago, I can pick up the car in March!" Feng Tao told the "Daily Economic News" reporter that just when he was at a loss, a push from a second-hand goods trading platform made him feel that "the door to a new world" was opened.
In the above-mentioned second-hand goods trading platform, the reporter searched with "model + transfer order" as a keyword and found hundreds of order transfer information related to it. Among them, there are even many sellers who claim to have the model orders ordered a few months ago, and can modify the car buyer information to the buyer by transferring the order, shortening the pick-up time at the same time, some models also come with early order exclusive rights, which attracts the attention of many people who are anxious to pick up the car like Feng Tao.
Image source: Screenshot of the seller of the second-hand item trading platform
However, the risk of buying such an order is not small. Previously, the phenomenon of tank 500 models being transferred to orders was strictly investigated by car companies. In the peak car buying season years ago, what was the situation of transfer orders in the market? What are the risks of buying a transfer bike? With the above questions in mind, the reporter launched an in-depth investigation.
The amount of "mark-up" for new energy models varies
"Transposus Kr 001 This car is ordered in June, and the transfer channel has been opened and can be transferred to its own APP. Unlocked orders, the configuration can be modified at will, compared to the existing policy to save 10,000 yuan! On the above-mentioned second-hand item trading platform, a seller described the order in his hand and attached the price breakdown of the existing configuration of the vehicle.
The reporter found that the current popular brand of new energy models can be found in some second-hand goods trading platforms to find the corresponding transfer information. According to the degree of shortage and the next time of different models, the degree of mark-up is also different.
Taking the Extreme Kr 001 as an example, the model opened the booking channel on April 15, 2021, according to the booking time from morning to night, the preferential policy from the initial 5,000 yuan deposit to 20,000 yuan car all the way down to the current 5,000 yuan deposit to 10,000 yuan car. This also means that the earlier the order is placed, the higher the "gold content". For example, the transfer price of the model ordered before July 2021 is more than 10,000 yuan, and the order transfer price around October is more than 5,000 to 6,000 yuan.
Image source: Photo by reporter Li Shuo
In addition, some new energy models cut off by manufacturers have been targeted by scalpers. For example, The official website of Xiaopeng Automobile shows that the 460KM endurance version of the model that is "temporarily out of stock" is generally increased by 1000 to 2000 yuan, and the 550KM and 600KM endurance versions that can be ordered normally are mostly sold at an affordable transfer order.
The reason why scalpers dare to increase the price of resale new energy vehicle orders is related to the new policy of new energy vehicle subsidies. In 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021, and many models have clearly increased their prices. "If you buy an order for 2021, not only will it be faster to pick up the car, but it will also be more than 5,000 yuan cheaper than the current order, which is still very attractive to me." Feng Tao told reporters.
The reporter noted that many sellers of second-hand goods trading platforms said that the so-called "XX yuan of province is better than the current one" also comes from the price adjustment brought about by the change in subsidy policy.
A fuel car changes hands and earns 45,000 yuan
Not only new energy vehicles, but also some fuel vehicles have also been targeted by scalpers. The reporter found a number of such seller information on the above-mentioned second-hand goods trading platform: "Transfer the top crown land release order, pick up the car at the end of January" "The fourth generation highland oil-electric hybrid model, the price increase of 10,000 shots." ”
One of the sellers said: "If you order a car in line now, you will not be able to mention the car until after June, and you can also modify the user information before you pick up the car." But when the reporter asked whether he would modify the user information 100%, the other party hesitated: "If you can't modify the user information, you can transfer the car after I pick up the car." ”
According to one of the sellers, "When it comes to the transfer of the car and the removal of the cost of the car at that time, a single can earn 45,000 yuan." ”
A tank 500 co-creation officer who resold his order quota also told reporters: "Due to the long time before the tank 300 was picked up, after the tank 500 co-creation officer registration channel was opened in August this year, I paid 1,000 yuan and wanted to grab a co-creation official quota to pick up the car early, and now I don't want it, and I can earn at least 10,000 yuan by changing hands, which is more stable than financial products." ”
Image source: Per reporter Duan Siyao photographed (data map)
The reporter noted that the vehicles resold on the above-mentioned second-hand goods trading platform are mostly the currently popular models on the market, or some models with a long car pick-up cycle. For example, tank 300, tank 500 black samurai version, crown land release four-wheel drive flagship version model and so on. "If you order a Crown Land-mounted four-wheel drive flagship model now, it will take at least three months to pick up the car, and other configurations have existing cars." The sales staff of a Toyota 4S store of a certain automobile in Beijing said.
In addition, due to the current pick-up cycle of the tank 300 series in about 5 months, used car dealers are gradually active in the market. A second-hand car dealer in Huaxiang, Beijing, told reporters: "A tank with a mileage of less than 10,000 kilometers can be sold for the same price as a new car in the second-hand car market." ”
True and false scalpers
"Now some of the orders for reselling new energy vehicles will make money, come and test the water, but I feel that the previous orders that doubled (made money) at every turn are getting less and less, and there is no oil and water left." Before reselling orders for new energy vehicles, Li Changfeng, who called himself "Upside Down", mainly made a living by reselling tickets for various performances.
Li Changfeng revealed to reporters: "At present, according to the degree of vehicle tightness and the difficulty of transferring orders, only the list that is much shorter than the current time to order and pick up the car and can change the configuration and owner information can have money to earn." However, generally only after confirming the configuration, the order begins to enter the scheduling, and the real value of the list is not too much. ”
Like Li Changfeng, Dong Jian is also a senior scalper, opening his circle of friends and updating the dynamics of a sales order almost every day recently. Not only that, Dong Jian will also update the information of the resale vehicle order on time on the personal homepage of one of his second-hand goods trading platform. In the past year, he has successfully traded thirteen transactions in the "Treasures Sold" column, ranging from 3,000 yuan to 40,000 yuan.
In the process of investigation, the reporter found that in addition to the scalpers who resold the order at a higher price, there are indeed many real car owners who choose to resell the orders in their hands, but the prices are mostly cheap or even lose money to sell.
"At that time, when the order was made, it was mainly considered that it was mainly commuting and driving, and now because of the work transfer, I was ready to change to other cities, and the use scenarios completely changed, but the manufacturer did not give the deposit to the refund, and could only try to hang up to the Internet to see if it could be sold, make money without counting, at least less loss points." Wang Dan, an individual seller who is selling an order, said.
Like Wang Dan, there are not a few prospective car owners who sell orders. The reporter learned that most of the current new energy vehicle brands are using the order system sales model, you need to pay a deposit of different amounts before you can schedule production, the deposit generally can not be returned due to consumer cancellation and other reasons, so many prospective car owners reduce part of the deposit loss by reselling orders.
The sales staff of a Xiaopeng Automobile Experience Store in Beijing said: "If you are in a hurry to pick up the car, you can help find the existing car that has been produced from the order library but has not been actually delivered for various reasons, but the configuration cannot be changed, and can only be adapted as much as possible according to the buyer's favorite options." ”
The risk of transfer is high
Whether it is a real scalper or an individual seller, the order quota bought at a large price from their hands may eventually be "empty of bamboo baskets".
In order to curb the phenomenon of transferring orders, some car companies have introduced relevant policies. For example, the tank brand once said in the "Announcement on abnormal orders for tank 500": "For new orders, orders that do not match the actual consignee, and cannot prove the lease relationship between immediate family members or limited city license plate vehicles, are considered invalid orders." ”
Image source: Tank brand WeChat public account
Tesla also clearly stated in the "Car Order Agreement" signed with users, "Tesla sells cars directly to end customers, and we have the right to unilaterally terminate this agreement for any order that we believe is intended to be a resale order or have other non-bona fide purposes." ”
"Now the manufacturer is strictly grasping (transferring orders), when booking a car, you must enter identity information, if it is inconsistent with the identity information of the actual pick-up person, you cannot pick up the car." Even if it is a metric lease, the indicator owner needs to provide identity information to pick up the car, and I have heard that many colleagues (because of assisting in transferring orders) have been fired from the red line. A sales staff at a Tesla experience center in Beijing told reporters.
According to the reporter's understanding, in order to avoid the relevant policies of the manufacturer or avoid the risk of unsuccessful user information modification, most of the "sellers" will choose to pick up the car first, and then increase the price to transfer. "I'll go with you when I pick up the car, and when the vehicle formalities are completed, I'll transfer it to you." Said a "seller" on one of the above-mentioned second-hand item trading platforms.
In general, the vehicle becomes a used car after the transfer. In order to pick up the car as soon as possible, there are still many people who accept this desperate way of taking risks. A "seller" on the above-mentioned second-hand goods trading platform said: "Since the manufacturer introduced the policy, basically using the means of transfer, although it is more troublesome, but you can mention the car as soon as possible." ”
"The information on the Network is difficult to distinguish between true and false, if there is a certain risk in buying a car through unofficial channels, and some of the orders are second-hand cars transferred after the license, they cannot enjoy the rights and interests of the first owner after the transfer." A used car industry analyst thinks.
The drawbacks of the direct sales model are revealed
In fact, the price increase on buying a car is not a new thing. Previously, the phenomenon of new car price increases mostly existed in some models under luxury brands, as well as the best-selling models of individual joint venture brands, and the price increase party was mainly car dealers. Nowadays, as more and more car brands adopt the direct sales model, the original dealer price increase phenomenon has been curbed, but the phenomenon of price increase resale and speculation of pre-sale orders has become more and more intense.
Taking Tesla as an example, through direct stores, it can directly face consumers, thereby eliminating information asymmetry in the traditional dealer model. Consumers no longer need to bargain with sellers, and car companies, as the sole sellers, will not only grasp the initiative of price adjustment (not affected by dealer factors), but also gain greater profit margins.
Image source: Visual China
But then came the problem. The "first pay and then deliver" under the direct sales model leads to a strong response after the vehicle is listed, and the production capacity of car companies often cannot keep up with the growth rate of terminal orders, making the user's car pick-up cycle longer, which in turn leads to an imbalance between product supply and demand, and the resale of the price increase and the speculation of pre-sale orders also appear.
In the view of the above-mentioned second-hand car industry analysts, under the direct sales model, car companies, as the sole seller, implement the order difference system, the sooner they decide to get the more priority rights, the different rights and interests attached to different orders provide great space for order price increases.
For example, the Extreme Kr brand allows prospective car owners who have paid a deposit to open a "transfer channel" and transfer the vehicle to others before locking the order (the locked vehicle configuration is no longer modified and the vehicle begins to be officially scheduled).
"Our side will lock the orders ordered for a period of time in order from time to time according to the production capacity situation, and the orders before the lock can be transferred out through the 'transfer channel', and the model version configuration can be changed and can be transferred nationwide." The sales staff of a certain extreme krypton experience center in Beijing told reporters.
This is more common in the dropshipping model. The sales staff of Xiaopeng Automobile Experience Center said: "When booking a car, it is necessary to enter the last four digits of the subscriber's ID card, but it is inconsistent with the information of the actual indicator person in the follow-up, and it requires the approval of leaders at different levels to transfer the rights and interests of the car purchase." In principle, a car can change the configuration three times. ”
"The change in sales model and the existence of objective 'lack of core' have led to the current phenomenon of resale and speculation of pre-sale orders. In order to put an end to the phenomenon of resale and speculation on pre-sale orders, car companies need to balance the supply and demand of tight models as soon as possible. In the view of the above-mentioned used car industry analysts, "this is ultimately a business behavior, and the key lies in consumers, to say 'no' to the phenomenon of selling cars at a higher price." ”
(At the request of the interviewees, Feng Tao, Li Changfeng, Wang Dan, Dong Jian, etc. in the text are pseudonyms)
Reporter | Li Shuo duan siyao
Editor| Sun Lei, He Xiaotao, Du Hengfeng, Yi Qijiang
Proofread | duan lian
| the original article of the daily economic news nbdnews |
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