Car companies raised prices, the delivery cycle of new cars was extended, and some consumers turned their attention to the second-hand car market, after the downturn in new energy second-hand car transactions was brought to fire. Beijing Business Daily reporter visited and found that the current demand for second-hand new energy quasi-new cars has increased significantly, while the transaction price of new energy second-hand cars has gradually increased, and the profits of hot-selling models have exceeded 10,000 yuan.
Prospective new cars change hands on the same day
The rise in oil prices has led Mr. Wang, a citizen who owns two fuel vehicles, to plan to replace one of them with a new energy model. However, what he did not expect was that he thought that he could complete the replacement of the new car in one or two weeks, but he was told by the 4S shop that the delivery time of the new car was at least 3 months. When Mr. Wang considered whether to wait any longer, a friend suggested that he could pay attention to the new energy used car, and finally he chose a Tesla Model Y that was only one year old.
Recently, like Mr. Wang, there are not a few consumers who have turned their attention to new energy used cars. Beijing Business Daily reporter saw in the Shunyi Chaodong used motor vehicle trading market that many second-hand car dealer stores are receiving consumers who consult new energy models. "Recently, the delivery time of new energy models has been extended, coupled with the reduction of preferential treatment, many consumers have chosen to come to the second-hand car market to 'shop' for quasi-new cars." A person in charge of a second-hand car dealer told the Beijing Business Daily reporter that the second-hand new energy quasi-new car refers to a model that is one to two years old. With the technological progress of new energy vehicles in the past two years, the mileage of many models has reached more than 400 kilometers, which can fully meet the needs of daily use. At the same time, due to the short age of the car, the wear degree of the second-hand new energy quasi-new car is low, and the battery has not been significantly attenuated, and many consumers believe that buying a second-hand new energy vehicle is also a good choice.
According to the data, in February this year, the proportion of new energy used cars with a service life of less than 2 years in the country reached 22.4%, an increase of 0.5% month-on-month and a year-on-year increase of 3.9%. "At present, some second-hand new energy models can be sold on the same day of receiving the car, of which Tesla models with a vehicle age of less than 2 years are the most popular, while consumers with a cruising range are more concerned about models with a range of more than 350 kilometers." The person in charge of the above-mentioned second-hand car dealer said that in the past few years, the second-hand new energy model has a low mileage and the retention rate is not high, so the second-hand car dealers do not dare to easily collect the car, but now they can basically collect one and sell one.
In addition, the sales of new energy models on online used car platforms have also continued to grow. "In the first quarter of this year, the sales volume of new energy vehicles on the Guazi used car platform increased by 22% year-on-year. Among them, the price of some models of popular brands such as Tesla and BYD has increased by more than 10%. Wang Xiaoyu, co-founder of Guazi used cars, told the Beijing Business Daily reporter that the global shortage of automotive chips has led to tight supply of new cars, rising prices, and long delivery cycles, highlighting the advantages of used cars and high cost performance, and some consumers have turned to buy used cars, driving sales growth. Last year, the penetration rate of the domestic new energy vehicle market has exceeded 13%, and with the increase in the proportion of replacement cars, it has also accelerated the circulation of new energy second-hand cars.
The price of the car has generally increased
The growth in demand has also raised the price of second-hand new energy models.
According to statistics, more than 20 car companies have announced the increase in the price of their new energy models, including Xiaopeng, Tesla, Nezha, Feifan, BYD and so on. Driven by the new car market, the transaction price of second-hand new energy models has also increased. For example, a second-hand car dealer said that a new car priced at 120,000 yuan is a 2021 BYD Qin model, with a mileage of 450 kilometers and a car age of only one year, the previous price of receiving the car is 70,000 yuan, but this year's car price has risen to 90,000 yuan. "Recently, I received a BYD Qin for 90,000 yuan and sold it for 100,000 yuan, making a net profit of 10,000 yuan. If the Tesla model is in better condition, the profit will be higher. He said.
The Beijing Business Daily reporter learned that in the first two years, the second-hand new energy vehicle trading profits of second-hand car dealers were not high, usually only about 1,000 yuan, and some models could not find buyers for a long time, and car dealers would lose money. Previously, the "2019 China Auto Retention Rate Report" released by the China Auto Finance and Retention Rate Research Committee showed that the average three-year retention rate of mainstream new energy vehicles was only 32.31%. "Because of the 'car shortage' and the rise in the price of new cars, quasi-new used cars are very popular, as long as the car is in good condition, many consumers are willing to choose, as long as the mileage decay is not serious, it is easy to find buyers." The above-mentioned used car dealer said.
At the same time as the price of hot-selling models has increased, the price of second-hand new energy models that have entered the replacement period in 3-5 years has also increased to a certain extent. "Although the price of the hot-selling model has not risen quickly, it can also increase by several thousand yuan compared to before." A second-hand car dealer staff member said that this part of the model mainly chooses to move to other provinces and cities. These models belong to the early days of new energy, although the mileage is shorter, but the local transportation model is more affordable.
Cui Dongshu, secretary general of the Passenger Car Market Information Joint Association, said that in recent years, consumers' awareness of new energy vehicles has gradually increased, and the models developed by car companies are becoming more and more in line with market demand. Due to the shortage of chips, car companies have raised prices, so that consumers who exchange purchases have a feeling of holding coins for purchase. At this time, second-hand new energy quasi-new cars with low prices and good battery life have become the choice of some consumers.
Car dealers compete for the source of the car
At the same time as the high profit and high demand for bicycles, due to the current large stock of second-hand car dealers, but the source of second-hand new energy models is relatively small, second-hand car dealers are also staged in a car source battle.
"There are few cars but many used car dealers." A person in charge of a second-hand car dealer told the Beijing Business Daily reporter that usually the consumer replacement cycle is 3-5 years, so the models generally acquired by second-hand car dealers are models with an age of more than three years, and the second-hand new energy quasi-new car source of 1-2 years is itself small, and it has also become the target of competition among second-hand car dealers. Yan Jinghui, a member of the expert committee of the China Circulation Association, said that when the relationship between supply and demand changes, prices will fluctuate. There are fewer quasi-new cars, and the competition between car dealers in order to compete for more profits is also more intense.
"Some time ago, a car owner wanted to sell a Tesla Model Y long-endurance version model produced in 2019, and the agreed selling price in the store at that time was 240,000 yuan, but it was eventually taken away by other second-hand car dealers for 260,000 yuan, and the purchase price of the model last year was only about 220,000 yuan." The person in charge of the above-mentioned second-hand car dealer admitted that in fact, the owner's demand for car replacement in one to two years is small, if it is not the owner's rush to liquidate and other reasons, basically will not consider selling the car, which also makes the second-hand new energy quasi-new car a scarce source of vehicles.
Although the profits of second-hand new energy quasi-new car bicycles are higher, it is actually difficult to promote the overall profit of second-hand car dealers. In the view of some second-hand car dealers, although the price of second-hand new energy models has increased recently, it is still a relatively niche segment of the overall second-hand car market, and it is difficult to promote the overall profit of second-hand car dealers. Some second-hand car dealers are worried that if the new car market returns to normal once the supply of cars returns to normal, the second-hand new energy vehicle market will return to the previous situation of "no market".
According to the data, the cumulative number of new energy vehicles last year reached 7.84 million, and it is expected to exceed 80 million in 2030. However, in Wang Xiaoyu's view, the current new energy second-hand car market still lacks a comprehensive and systematic residual value evaluation standard, and the circulation card point still exists.
In fact, in order to solve the problem of market development, car companies, related institutions and used car platforms are making efforts. Last year, the "Technical Specifications for the Identification and Evaluation of Used Pure Electric Passenger Vehicles" issued by the China Automobile Dealers Association was officially implemented, which clarified the identification and evaluation process and methods of second-hand pure electric passenger cars, and gave scientific guidance for the identification and evaluation of new energy passenger car batteries and vehicles. In addition, at present, Guazi second-hand car has established second-hand new energy vehicle data capabilities, through the construction of big data pricing and intelligent detection capabilities, forming battery residual energy detection, residual value assessment and other capabilities, giving full play to the advantages of e-commerce platform national delivery performance, and gradually improving the card point of second-hand new energy vehicle trading and circulation links. At the same time, car companies have also begun to lay out the new energy second-hand car market to promote the development of the industry.
Wang Xiaoyu said that with the stability of technology and brand, the increase in penetration rate, and the gradual increase in the supply of vehicle sources, the retention rate of second-hand new energy vehicles will gradually rise and stabilize, and more and more consumers will accept the purchase of second-hand new energy vehicles.
Beijing Business Daily reporter Liu Yang liu xiaomeng
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