Wang Meng works
First launched on WeChat used car Xiao Fat said
Interesting and informative car juggler
In the future, too many unexpected concentrated outbreaks, China's automotive industry, should be fearful or greedy?
After the Spring Festival, 2022, February 22, Week 2, lunar calendar January 22, the rare 9 2s occurred on the same day, the miscellaneous scholar Lao Wang flipped through the "calendar", in China's nine-five supreme, nine-nine to one, these 9 2s are connected together, not simple, pinch your fingers, this year's used car business may not be simple, and lead a whole body, the entire automotive industry will spend an extraordinary" year!
Two days later, on February 24, the Russian-Ukrainian conflict began! Subsequently, we saw more unexpected, encountered groups of "black swans", fortunately, Comrade Putin did not use white swans to launch nuclear weapons!
The Tu-160 bomber (Russian: Ту-160, English: Tu-160, project number 70, Uзделие 70, NATO code: Blackjack, translation: Pirate Flag, also known as Tupolev Tu-160), is a Soviet/Russian supersonic variable swept-wing long-range strategic bomber.
The Tu-160 bomber's mode of operation is mainly high-altitude subsonic cruise, low-altitude subsonic or high-altitude supersonic raids, and at high altitudes, it can launch long-range cruise missiles to attack outside the enemy's air defense network; When serving in air defense suppression tasks, short-range missiles can be launched. In addition, it can also attack important targets at low altitudes, using nuclear warhead bombs or firing missiles.
Developed by the Soviet Tupolev Design Bureau (Туполев or Tupolev, now the Russian United Aviation Manufacturing Group), the Tu-160 bomber entered service in May 1987 and formed its initial combat capability in 1988, its elegant shape and the white livery of the Russian Air Force gave it the title of "White Swan".
The world is a global village, globalization and the spirit of contract and free trade have been dismembered in this conflict, the permanently neutral country Switzerland is not neutral, SWIFT kicked out of Russia, the European energy crisis, Russia's cats, dogs and dogs have been "sanctioned", what private property can not be diligent, what business rules can not be broken, in the face of rogue capitalism, everything is nonsense.
My country is under pressure, the clowns around us are more active, we are in these changes, our automotive industry is deeply involved in these turns, how can we not be afraid and think about change?
Coupled with the epidemic, chips and others, this year's Chinese automotive industry is facing too many challenges and problems, and how can the automotive sector in this industry, which carries on the chain industry from top to bottom, with an annual transaction volume of more than 3 trillion yuan, be left alone?
When people reach middle age, you say that you are not worried about the country and the people, it is impossible, after all, we were born under the red flag, every day to and from school to pass through the main children of Tiananmen, so for the recent great changes, there are still many ideas, the key is to be trapped in it, support the family, have to think about how to live in the future!
An old man who speculates in stocks, it seems to be called Buffett, has said such a sentence: I am greedy when others are afraid, and I am afraid when others are greedy!
Automobile manufacturers: joint ventures, autonomy, new forces, different destinations!
This Russian-Ukrainian conflict, the impact of the epidemic, the capital methodology of the Western camp proves to be different, just look at the cessation of sales of many car brands in Russia and the nationalization of Russia, you say that many foreign car brands of the white elves, do not have any ideas in mind?
Pure import is good, after all, because of the national six problems, parallel import cars are scrapped, so many brands of imported cars blatantly increase in price, price increases, although ordinary consumers scold, but there are still people to pay, such as Mercedes-Benz G, such as Toyota Alpha, as well as Bentley, Rolls-Royce, Ferrari, Porsche and so on.
Take Porsche, for example, the most profitable are the Macan, Cayenne and Paramela, who are not "pure-blood", with sales and profit contributions of more than 70%, right? How much of this 70% is the contribution of our "people who are stupid and have a lot of money"?
In the joint venture, BMW Brilliance has 75% of the shares of German BMW, and Audi has moved from Changchun to Hangzhou. If Mercedes-Benz is not BAIC's investment in Mercedes's "hometown", the right to speak is not easy to say, so the international situation changes, you say no idea?
Toyota has clearly said long ago that reducing dependence on the Chinese market explains what? The Acura was withdrawn, Infiniti was estimated to be fast, and Lexus was still like this. Suzuki had withdrawn a few years ago, otherwise why would Jimney have hyped it up like this?
Look at the American brand, Cadillac cut the price to grab the Buick, Buick to grab the Chevrolet, Chevrolet is about to force and Wuling competitors, Ford is now slowing down are laborious, Lincoln is rare, JeepChrysler and the like can only hehe.
The remaining French and Korean brands are living like years, and they are thinking about various retreats.
In recent months, when tearing up the face, who still talks about business rules, don't say that a certain brand depends on us, in fact, we also rely on each other, and the combination is rich, but what about the stick?
Look at autonomy, especially new forces, in the hustle and bustle of new energy, with valuation in the continuous self-hey, the real transaction volume of new energy, look at the number of Tesla and Wuling, our road is still very long.
Some people have said that Lynk & Co and tanks are doing well in independent fuel, compared with sales, there are many hidden dangers, BYD can always be proud, right? And Wei Xiaoli!
This conflict, chips, sensors, core components, etc., can our "assembly plant" withstand the uncertainties of the future? Insiders are always worried about the real danger, otherwise it would not have been a large-scale shutdown.
Pinning our hopes on Huawei Motors, more than 3,000 cars were sold in March, and we rushed to tell each other, but it seems to be much worse than Yu Dazui's "wild target of 300,000 + / year sales".
To use a sentence that often ridicules the Chinese men's football team, there is not much time left for us, although you have me in the global industry, I am also professional, but some Western politicians hurt the enemy 1,000, self-inflicted 10,000, people don't care, we care, because we are the people's country, people are the world of capital.
Capital has no borders, do capitalists have it? And the people have, thanks to the inspiration of Bad Potato Teacher's early articles.
How much is exchanged for technology by the market? Therefore, China's automobile manufacturers, whether it is the joint venture state-owned part, or the independent private part, the new forces of capital, life is not good, the fear of living like a year, cautious and careful management, the previous greed, has passed.
Car dealer group: listed, family, state-owned, lying to earn a survival!
More than 30,000 car 4S stores in China are transforming at a rate of 2,000+ per year, many of which have disappeared, some have changed brands, and some are still looking for the next home!
Not optimistic estimates, after these years, coupled with the so-called direct operation, there can be 60% left, maybe even if it is good, after all, those good days will not have anymore, in 2018 28 million new car production and sales peak began to decline all the way, continue to decline, 20 million red line, look at this year a bit hanging.
In China's top 100 auto dealer groups, listed large companies have opened a "greedy" model, and are attacking the city to annex many small and medium-sized groups, and even many foreign-funded groups have also "cashed out". People who understand, you can leave a message.
The family-based dealer group has actually had a very difficult time in recent years, the parents' family property and elders are not willing to "abdicate", but the new era is coming and can not keep up, although they also watch many 50-year-old leaders watch this tone and that hand every day, but the playing style is different, cognitive bias.
Sons, nephews and sons-in-law have difficulty in succession, the "princelings" and "senates" are infighting, professional managers are sandwiched in the middle, and external worries and internal troubles are far darker than the surface light seen by ordinary people.
State-owned car dealer groups are not in the minority, after all, the land resources of 4S stores in many cities are grasped in the hands of state-owned materials, buses, maintenance, and rental companies, and it is relatively convenient to transform into a car dealer group.
However, with the process of nationalization and marketization changes, more and more "officials" are in charge of insiders, the former professional talents are walking, retreating, mixing, and the state-owned automobile dealer group is difficult to change in the new stage of competition, and it is difficult to break through from the salary incentive mechanism!
Are BBA excellent stores, the annual profit contribution is almost hundreds of millions of yuan, the listed brave group to the store total of nearly ten million, the family door to a point also have to give a few hundred, millions of levels, and state-owned enterprises to give a hundred thousand is not easy, to balance, to the whole, to retain talent is the most difficult.
The money is not in place, the heart is still cold, it is not easy to do, it is very difficult to do!
For China's auto dealer groups, the "resource ability to make money" of traditional car companies' blood transfusion resources has become more and more degraded, after all, the era of relying on "mother-in-law" is coming to an end, and many groups that are accustomed to lying and making money have been rolled up in disguise for many years, and the office "general" commands the field troops, and Zhao Kuo's end is the Battle of Changping.
And many professional managers also understand that it is a big deal to change the boss, the professional managers of Internet companies and traditional dealer groups are becoming more and more homogeneous, and loyalty is really exchanged for trust and gain?
There are many car dealer groups that seem to be changing, the boss is also very anxious, constantly contacting new things, hearing new methods is also very eager to change, helpless to the inertial thinking of the overall team and the vested interests of the elders in their respective plates, these groups all want to respond to changes with invariance, relying only on a few foreign monks how to achieve "martingale transformation method".
Car 4S shop, there is really a user thinking change, really have the ability to execute, rather than still relying on resources to continue to greed, otherwise it is more difficult, such examples, every year, search to see, fear is still there.
Used car industry: market, car dealers, e-commerce, monopoly who wants?
In 2015, there were 180,000 used car-related companies in China, 700,000 people, and at the end of 2021, there were 650,000 used car-related companies in China, 2 million + people.
In the field of second-hand cars, not the blue ocean but the blood sea, the reason why there is no collapse now, because after all, they are mainly small retail investors, the news is not shocking, there are always brave people who continue to rush in and spend money to pay tuition.
To paraphrase Tupark's words, used cars come and go, and interests are always loyal.
According to the statistics of the association, there are more than 1300 used car markets in the country, and this number may actually be more, and the top 100 companies in 2021 monopolized nearly 50% of the market's trading volume, but this number is declining, and it should be 66% in 2015, and the operating attractiveness of the second-hand car market is declining.
Because too many traditional second-hand car markets are accustomed to monopoly venues and local policy dependence, rent + transfer fees, a good life, as for the business environment, integrity management, digital marketing, these costly and long-term things, few people really do a good job.
On the other hand, second-hand car dealers, which many people say car dealers, also count me in half, more and more young people and highly educated people into this industry, after all, compared to other industries, this industry is a bit of craftsmanship, hard work can still make money.
So the new generation has brand awareness, a spirit of cooperation, long-termism, marketing ability, daily live broadcast more and more experience, when one day customers and private domains are stable, who is still willing to be wronged in the market "landlord's home"?
However, recently, the epidemic and various impacts, the market also has its advantages, going out alone also has its problems, how to achieve long wangshu, guard the base area to take the initiative to attack?
In the past three months, the country's second-hand car dealers, affected by the epidemic, live broadcast platform restrictions, various costs have risen, wholesale has dropped by 50%, retail sales have dropped by at least 30%, northeast, Guangzhou, Shenzhen, Jiangsu, Zhejiang and Shanghai are almost suspended, Beijing-Tianjin-Hebei, North China, South China are struggling to support, only the three southwest provinces are still stable, the total amount of northwest china is insufficient, every second-hand car business, emojis are "difficult"!
Second-hand car e-commerce, in fact, it is like this, burned off tens of billions of these, some sell traffic packages, and car dealers semi-contract to partner, some of their own shop is more difficult, some made into a "matchmaking" platform to make money, anyway, the money spent, the company is still there, the most uncomfortable, layoffs slimming down waiting for the opportunity, a little back to the blood is good.
Used cars, it is difficult to monopolize, the world's largest one, the market share is 2% at most a year, fragments and characteristics, industry segmentation and synergy is inevitable.
Originally thought of second-hand car export and institutional car source wholesale, but now look, either the situation is turbulent and problematic, such as the purchase of the country's policies and details, or the use of people is not too expensive for capital, in short, everyone wants to be greedy, in fact, too much fear.
These three months, than before the better money to make money, please leave a message, talk about your new strategy, say well to the car model, the overall feeling is really difficult, so open source throttling, collaborative operations.
Automotive service industry: media, technology, service, actively in the volume!
Before and after 3.15 can be said to be the turning point of the "traffic business" of the automotive industry, now the competition is becoming more and more fierce, the automotive industry did not understand the "cat grease" in the Internet before, and now it is more and more understood, after all, looking at the lively actually no deal, this is what the bosses can not accept.
Coupled with the traffic competition in recent years, some platforms are "clues mixed with sand", rushing irrigation, the previous days were good, manufacturer subsidies are more, the stores and enterprises are busy making money open source, and they have not cared about it, and now the days are tight, they have begun to pay attention to and focus on follow-up, a discovery, I Kao, the original problem here is so much.
Manufacturers, dealers, service providers, advertising more and more began to tend to private domain and conversion effect, applause not to call the seat no rut, you say that the quick success or profit, you say they temporarily cling to the Buddha's feet, CPS thinking can not be, results, results, or results.
Is this process scientific, or even if it is immoral? Black stockings called little brother, anyway, can pull the customer in, and then use what routine is the skill. Yikes!
In fact, to say that everyone thinks it is quite incredible, the Internet application in the automotive field, especially the practical application of the real reliable problem solving is far behind the surface, many system management are independent, not completely open, many large companies' systems are completely above for data reporting, the bottom for cat cover to cope, time-consuming and laborious and inward volume.
Internet people do not understand the real business, the front line understands the business does not understand the Internet, good product managers in the automotive field, almost few, this is the status quo, in the long run, it is difficult to land.
There are some good systematic and software, and now basically "follow the money" to live, such as financial SP, after all, the money comes quickly, the return is good, because in the automotive field, there are not many bosses who are really willing to spend a lot of money on this systematic construction and systematic talent team.
Let's talk about car services, the original down-to-earth car wash, car repair services, but also began to learn those "routines" of Internet capital, just like stimulants, patronizing short-term Hi, but lost user trust, but we are relying on craftsmanship, people are relying on stories, you tell stories half a hanger, craftsmanship is lost again, is not a break?
Finally, talk about auto media, big media, self-media, new media, etc., calm down to some things less, busy with videos and short flat fast paragraphs every day, after all, now read less books, watch more small films, user habits have changed, we must adapt?
Between large companies, all kinds of inner volumes and dramas, the good content of the car is excluded, the mixed day performance department is reused, the good media is not to do the entity, hearsay to go to the next guy, with the Internet traffic routine to do deep professional car service industry, how can not be defeated?
Write at the end:
Recently, I read some articles about Teacher Wu Jing, saying that his "anti-traffic, anti-mainstream, anti-capital" personality in that year was "small fresh meat traffic circle fans" in people's homes, and what small era of big variety shows were unique in the trend, but in the end it achieved unprecedented success, can you say that this is "selling patriotism"?
After decades of hard work, insisting on himself for more than ten years, selling houses for filming, there is no remuneration or even post money, which has led to the popular movies of Wolf Warrior, Wandering Earth and Chosin Lake.
In 2022, the "black swan" events encountered by China's entire automotive industry are becoming more and more frequent, and this scope of influence is extensive and profound, and in the more than 40 years of reform and opening up, the good days of the automotive industry are the same as other industries, almost in a different way.
The era of relying on resources and policies is nearing the end, and the era of relying on operations and talents has really begun, so bosses, think about your present and future, fear in "greed", or greed in "fear"?
Long-termism and down-to-earth are the two foundations for the future development of China's automotive industry.