Some people say that the pressure on the Great Wall is very large, it is indeed very large, but this description is not particularly accurate, because the pressure is not only the Great Wall, the entire industry is under great pressure.
I have always believed that short-term fluctuations cannot affect the long-term strategic planning of enterprises, and there is indeed a decline in sales of the Great Wall in February this year, compared with the same period last year, the decline is about 20%.
But even after a 20% decline, the Great Wall still sold more than 70,000 new cars in February.
Official interpretation of sales fluctuations is mainly due to production capacity problems, Bosch in the huge industry transformation process encountered storms, the world's chips continue to be tight, while esp core components also encountered production capacity problems, as the world's huge share of the share, its small shock can cause a greater blow to the industry.
Because of the imbalance between supply and demand of Bosch accessories, many of the best-selling models of the Great Wall could not be delivered normally.
Chip problems have affected the automotive industry for more than a year, and a large number of companies have been forced to increase consumer prices because of chip problems that have affected production capacity, and then devolved to consumer ports.
"There are a lot of people who don't buy it when they hear it, Haval big dogs, the third generation of Haval H6, the mythical beast has the greatest impact, these cars are the hits of these years, and they are also helpless," said a local dealer.
From the analysis of market ports, in fact, Haval's recent new models are not low in market heat, but because of chip problems, production is limited, which in turn affects new car sales.
And this problem is not only the pressure facing the Great Wall, the entire industry is full of pressure, Geely's sales in February this year are also stable at 70,000-80,000 units, and many heavyweight companies are affected by chip production capacity problems, unable to deliver new cars smoothly and quickly.
The chip problem is still a raw material problem, and the frequent shutdown caused by the epidemic has led to the constraints on the industrial chain that should have been operating smoothly, so that the development status of the entire industry has fallen into a short-term quagmire.
Although there are also some companies that can carry out self-insurance, but the self-insurance process is also relatively difficult, such as BYD, which has recently attracted relatively high industry attention, although the chip has not been greatly affected, but the battery cost remains high, resulting in frequent problems of delivery difficulties.
Previously, I communicated with the person in charge of a brand of Geely, and many models could not be delivered smoothly, and users complained about the problem of inability to deliver.
Recently, the relevant complaint departments have accepted the most is the "failure to deliver on time problem", which is a very dramatic scene is indeed difficult to solve in the short term, on the one hand, it is a consumer market that is very in need of cars, on the other hand, Bosch is a giant that cannot follow up in terms of production capacity, and the most uncomfortable in the middle is the Great Wall, Geely and other enterprises.
From the market point of view, the Great Wall, Geely such enterprises themselves are facing the working class million-level enterprises, enterprises in the past have been in the "small profits, high sales" way to solve the basic travel problems of more users, to ensure product quality, practicality of these enterprises to do very well.
Once these enterprises have the problem of being unable to deliver normally, in my opinion, it is not the weakening of the competitiveness of the enterprises, but the distortion of the industrial groups behind them, and the inability to supply chips smoothly is ultimately injured by the consumer market itself.
Indeed, the current passenger car market is also encountering new transformation pressure, the pressure of electrification and intelligence has made the company itself shoulder the pressure, the supplier group that once served the enterprise has encountered the problem of declining production capacity at this time, and the leading enterprises that ensure the stability of the market have been shocked, which is not a good thing for industry consumers.
At present, wanting the company to solve the problem of spare parts can almost be said to be a fantasy, the purpose of the enterprise itself is to manufacture vehicles, there is no need to dabble in all walks of life, Ren Zhengfei once said that "independent innovation is not encouraged", with the existing technical reserves in the secondary creation is what smart enterprises should do.
The industry ecology is the complete ecology composed of car companies, suppliers, dealers, and consumers, each performing its duties is the most important, the current supplier has a problem, the consequences are so that the company pays, and Bosch such a giant should also reflect on itself.