E week memorabilia, weekly new melon. We have said before that 2022 may not be a good year for car companies. It's also not a good year for used car dealers. For consumers, it is not a good year to buy a car.
This week Tesla released its 2022 Q1 quarterly earnings report, and one of the sentences was impressive. Tesla said, "Part of the increase in the company's revenue is due to an increase in the number of cars delivered by Tesla and an increase in the average selling price." "Won the wool? Is this all said on the surface? Don't back people anymore?
In addition to the new car price increase is difficult to pick up, the second-hand car market suddenly caught fire, and some second-hand car purchase prices are even nearly 100,000 yuan more expensive than the new car purchase price. However, some second-hand cars said that the animal said that the car took the user script to buy the car at the bottom price, destroying the benign law of the second-hand market.
In today's domestic market, the hot selling capacity can not keep up, want to buy the official price increase, the order of the queue to pick up the car, others are in full swing, "Korean aristocrats" of the Genissys monthly sales of only 100 units, is it going to go back home?
Tesla's price increase won hemp?
On Thursday, after hours in the U.S. stock market, Tesla released its financial report for the first quarter of 2022. According to the financial report, tesla's total revenue in the Q1 quarter of 2022 was $18.756 billion (about 120.2 billion yuan), an 81% increase from $10.389 billion in the same period last year and higher than analysts' expectations of $17.92 billion.
Net profit attributable to shareholders was US$3.318 billion (approximately RMB21.28 billion), an increase of 658% year-on-year. Automotive gross margin was 32.9%, a record high. Non-GAAP net income for the Q1 quarter was $3,736 million, up 255% year-over-year.
According to the financial report, Tesla vehicle deliveries in the Q1 quarter were 310048 units, an increase of 68% year-on-year, of which tesla's Shanghai gigafactory delivered 182174 vehicles (59,846 in January, 56,515 in February, and 65,814 in March), accounting for 58.76% of Tesla's total global market share, tesla's first single market in the world.
Seeing this, in fact, there is nothing, after all, Tesla for the Chinese market, is a prayer for the catfish effect of the "catfish". You may also sigh that Tesla's Shanghai Gigafactory performed well in the first quarter. Tesla's Shanghai Gigafactory, which has been suspended for more than half a month on Monday, has also begun to officially resume work, at least worthy of praise.
But when you look at Tesla's analysis of performance growth in the earnings report, "Part of the company's revenue growth is due to the increase in the number of cars tesla delivers and the increase in the average selling price." "Can only call the good guys, now the wool, cutting leeks are not back to people?"
In response to the price increase, Musk said on the conference call, "The price increase a while ago was mainly due to serious inflation problems, and some parts suppliers increased prices by 20% to 30%. However, Tesla will not raise prices in the near future, and the current price already includes Tesla's expectations for future cost increases. Of course, if the price of subsequent parts increases more than expected, perhaps the price of Tesla models will continue to rise. ”
To put it simply, there is no big difference between saying it and not saying it, and there is Tesla, which can really highlight the difficulty of Chinese brands.
Used car dealers boycott Monkey Brother
Nowadays, buying a new car your luck, some of the offers may have to be put aside first, how much to add depends on your negotiation skills, the key is that even if you pay money, the car cycle may be delayed again and again.
If it is only the need to change the car, it may not be in a hurry, after all, there is a car at home, and it can also meet the travel needs. If there is an indicator and just need, then the small partners may have some emo in their recent mood. Don't say that new cars are difficult to buy, used cars, you have to bite your teeth after reading the price.
Especially for quasi-new cars, the purchase price of some popular and popular models of second-hand cars is even nearly 100,000 yuan more expensive than the purchase price of new cars. Seeing such news, I can only shout again, "Good fellow! "Is the used car market on fire?
Of course, we can't read a report, just take a point overview. In fact, in the first quarter of 2022, the total transaction volume of used cars nationwide was about 3.173 million units, down 8.43% compared with the fourth quarter of 2021, and the transaction volume decreased by about 290,000 units.
In particular, in the Q1 quarter, affected by the Spring Festival holiday and the epidemic in some parts of the country, the operating conditions of the second-hand car market weakened, and the second-hand car operating enterprises concentrated in Shanghai, Jiangsu, Jilin, Shandong and other places experienced a phased suspension of business; the offline passenger volume and transaction volume of the car market in other regions were affected, the demand for car purchases decreased, and the overall performance of the second-hand car market was weak.
The car in your home is a means of transportation, is the face, is the social circle, in the eyes of the dealer is the goods, the value of the goods mainly depends on the supply and demand relationship. The more people who buy, the more they rise, and the fewer people who buy, they fall. Whether it is a new car, parallel imports, or second-hand car dealers, it is a loan operation, the car cannot be sold, the funds cannot be returned, and the interest rate is not wrong.
Second-hand car dealers who look at inventory and interest are originally upset. Customers who come are more upset, why they watched the vibrato, watched the big god take customers to bargain, 100,000 to buy Land Rover, a few thousand to mention the new car. Although you are a script performance, the used car dealer can't hold it.
Jenisses is in danger again?
In 2003, Hyundai launched the Genesis project, positioned as a rear-drive executive-class luxury sedan, with a body design that took 3 years and 800,000 miles of reliability testing, bringing the total cost of the project to $533 million. The Genesis concept was unveiled at the 2007 New York Auto Show, and a production version was officially launched at the end of the same year.
In 2008, Genesis officially landed in the Chinese market, named "Rohens", priced at 398,000-520,000 yuan, in the second year after the local listing in South Korea, Hyundai Group introduced this car to China and the United States for the first time, which shows its importance to the automotive markets of these two countries.
To put it simply, the modern chaebol of South Korea at that time had a little ambition, in addition to the traditional inherent market, wanted to break through upwards. Of course, it can not be said that people are not successful, since 2017, Genesis has won the top three awards in the influential American "Consumer Report" auto brand comprehensive list for three consecutive years, and the reliability has also been recognized by North American consumers.
However, the domestic consumer market does not seem to recognize the high-end models of neighbors, and in 2015, Genesis sold only 1,016 vehicles in China, and in 2016, sales continued to decline, falling to less than 100 vehicles. At the end of 2016, Hyundai China reached a compensation settlement agreement with the only 40 remaining import hyundai dealers in the country, canceled the marketing department and sales department, closed the import car channel, and announced Genesis's withdrawal from the Chinese market.
On April 2, 2021, GENESIS held a press conference in Shanghai to announce the return of Genesis to the Chinese market and bring two new cars, the G80 and GV80.
On July 26, 2021, the Genises G80 and Jenises GV80 were launched, and the new cars were priced at 362,800-433,800 yuan and 529,800-61.88 million yuan, respectively. On October 19, 2021, the Geniseis G70 was listed at a price of 249,800-35.50 million yuan.
Although modern high-end brands have returned to the domestic market, domestic consumers do not seem to be cold. According to the number of new car traffic insurance purchases, in the first quarter of 2022, Geniseys sold 298 vehicles in China, of which 86 Genises GV80, 42 Jenicas G70s, and 170 GeniceSeith G80s.
Wouldn't it be okay to change the name? Also to report to the telegram, this sincere autumn of critical survival also?