As early as the end of 2020, because of the "butterfly wings" vibration of the epidemic, the automotive industry ushered in a "hurricane". In the whole year of 2021, there will be many OEMs that have been forced to stop production and reduce production due to insufficient production capacity of auto parts. For consumers in Jing'an, this not only means that the output of the automotive industry is reduced and the cost of car purchase is increased; at the same time, it is affected by the increase in the cost of the transportation industry and the logistics industry, the slower speed of logistics, the rise in prices and other factors, which also directly leads to a longer pick-up cycle.
New car delivery shows "magic"
Because of the job transfer, Xiao Han moved his work place from Jing'an Temple to Heqing Town, Pudong, so traffic became a big problem. I plan to buy a car for more than a year, and this Saturday's license plate quota auction successfully won the bid. While rejoicing, Xiao Han encountered problems in buying a car.
Before and after the three car 4S stores respectively replied to the need to wait for the car: MINI full model import, need to wait 4-5 months; BMW new car according to the configuration, pick up the car in about a year; bite the teeth to see other car brands, Porsche replied that according to the vehicle configuration proposed by Xiao Han, the waiting period for the car is 1 to 1 and a half years. The reporter learned that when buying a car, the parts that cover the shortage of accessories are selected, and the delivery time will be extended accordingly. Some brands told reporters that their full imported models can be increased to pick up the car, and the price increase is partly to arrange the transportation costs of special line logistics.
The reporter learned from the ideal car brand official that due to the shortage of millimeter wave radar supplier parts, the car delivery volume of ideal cars in the third quarter of 2021 declined. The response measure of car companies is to temporarily deliver "radar-starved" vehicles. In order to minimize the impact of the shortage of spare parts on the delivery of new cars, the ideal ONE delivery expert will communicate with users one by one, and users can choose to deliver 3 radar models in advance (1 forward forward + 2 angular millimeter wave radars in the back) or deliver 5 radar models after the lightning arrives. For users who are willing to accept the delivery of the 3 radar models first, Ideal Car will give a lifetime warranty +10,000 points subsidy, and complete all radar installations in the future. The scheme is endorsed by car buyers.
Automobile sales reflect the terminal demand for automobile production, and if the data still maintains a growth trend and the growth rate does not slow down, it means that the demand for increasing the production capacity of various auto parts in a short period of time will continue to be high.
The price of used cars has risen, and the closing cycle has been extended
Because the vehicles replaced by the owners of Shanghai are in new condition and have good models, they have always been the highlands for the flow of second-hand cars from surrounding provinces and cities. And since June 1, 2021, Shanghai has realized the registration of second-hand car transactions in Shanghai, and the transfer of vehicles does not have to travel between two places, and the relevant business handling of vehicles and drivers will also be more electronic online.
Some consumers have turned their attention to used cars when they learn that it takes too long to pick up new cars. According to the used car trading data released by the China Automobile Dealers Association, the used car market traded a total of 8.4342 million vehicles in the first half of 2021, an increase of 52.89% year-on-year, showing a huge reversal compared with the overall decline of the market in 2020.
Liu Ben, who is engaged in high-end second-hand cars and performance second-hand cars in Shanghai, revealed to reporters that since the production capacity of auto parts has been affected by the epidemic, the price of second-hand cars he has acquired has also begun to rise, and the car collection cycle is also extending. In the past, car owners could start selling cars after booking new cars, and only began to sell cars after they picked up cars, so the number of acquired cars was significantly reduced, the collection of cars was slow, and the price of second-hand cars also increased by thousands of yuan to thousands of yuan. "Shanghai's used cars need to meet environmental emission standards, so there is less selectivity. In order to compete for the source of the car, even some second-hand car dealers advertise to collect the car 'open fare', as long as the 'license is licensed within one year, the number of kilometers is less than 15,000 kilometers' are purchased at the original price, which is equivalent to the owner driving for 1 year free. Liu Ben introduced.
The competitive pressure brought about by the development of science and technology and the transparency of information volume has become greater, which is also another reason for the "difficulty of receiving cars" for second-hand car dealers. Customers have compared prices between many second-hand cars and APPS, and customers who have inquired about the price have increased their psychological expectations. As a result, the car dealer often collects the car, and the vehicle is backlogged in the hand for a long time and cannot be taken off.
With the "Generation Z" gradually entering the market, the "post-00s" have become one of the main forces of car purchases, and the old concept of "buying new and not buying old" has gradually been changed. Compared with high cost performance, the idle item platform makes everyone no longer resist second-hand items. However, at the same time, the second-hand car market currently has factors such as small car receipts and price increases, and the embarrassment of not being able to buy a car will continue before the production capacity of new cars fails to meet expectations.
People in the automotive industry told reporters that the lack of production capacity of various auto parts in the world is the cause. Traditional production capacity has been reduced due to the impact of the epidemic and natural disasters, and the recovery cycle is long, resulting in an amplified gap and insufficient alternative products, which means that production capacity will still be affected before the end of the epidemic. However, some insiders predict that the auto parts market is likely to achieve a soft landing in the fourth quarter of 2022, returning to the "goldilocks effect" zone of maintaining moderate growth and low inflation.
Reporter: Qian Kun
Image: Courtesy of the interviewee
Editor: Chen Yuzhen
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