Shanghai and Jilin epidemics are raging, the two important agglomeration areas of the automobile industry bear the brunt of the epidemic, and April is coming to an end, according to the previous statistics, the sharp decline in automobile sales has become a fact.
In April, the overall decline of major automakers was more than 30%.
The overall estimate of retail sales in April was about 1.100 million units, down 31.9% year-on-year, and sales in April last year were 1.6 million; the sales level of 1.1 million directly returned to the level of 2011.
Can the decline in sales directly shake off the epidemic?
Obviously, the epidemic is the most superficial direct problem, the automakers can not resume work, the supply chain shortage, automobile manufacturing is composed of thousands of parts, even if one less can not leave the factory; The Shanghai area also controls many core components, and there are fewer alternative manufacturers. Bosch, Continental Electronics, ZF, etc. are all gathered in Shanghai;
Even if the problem of resuming work is solved, logistics is also a big problem, and most of the passes under the epidemic are only issued to transport vehicles that are guaranteed by important daily necessities, and limit the area and time. In recent years, the development of new car-making forces bear the brunt of it, compared with the layout of traditional car companies, the supply chain is more immature, many parts are more concentrated, and the inventory capacity will not be too large.
In summary, the main culprit of the decline in automobile sales is the epidemic.
However, there are also many reasons that point to the epidemic.
The procurement cost and use cost of the car continue to increase, in the past 20 years, the autonomy of China's automobile industry has become higher and higher, the cost of the car has also declined rapidly due to competition, and the cost performance of some joint venture cars can even be compared with domestic cars; since 2022, the rapid development momentum of new energy vehicles has risen in turn, and the price of some bicycles has increased by tens of thousands of yuan; there is no shortage of Tesla, BYD and other major brands; although there is no obvious price increase in traditional cars, gasoline prices are approaching high, 92 # gasoline once exceeded 8 yuan, Many people have changed their means of transportation as a result;
In February this year, domestic car sales recorded the largest year-on-year decline in "history"; the data in April may break records again, and in March, the production and sales of automobiles were 2.241 million units and 2.234 million units, down 9.1% and 11.7% year-on-year, respectively.
Not no cars to buy, especially traditional cars, dealer inventory index, according to the Chinese auto dealer inventory warning index survey, in March this year, China's auto dealers this index is not 63.6%, up 8.1% year-on-year, more than 60% indicates that the entire consumer market is in a very depressed state.
In April, the sales statistics of major major automobile brands, ranking among the top ten automobile factories, 9 fell sharply, the highest decline reached 68%, BYD is thriving, an increase of up to 89%; indicating that more and more consumers pay attention to new energy; the epidemic, economy and other reasons, the overall performance of the market is that consumers' desire to buy cars is declining.
The consumption concept of big cities is changing, in Shanghai, most of the people over 35 years old around them have cars, most of them eat ash in their hometowns, younger ones, especially before the age of 30, unless they particularly like a car, most people have no cars, and there is no desire to buy a car in the near future, now high-speed rail, subway and its convenience, parking fees and parking spaces in big cities are high, public transportation costs are more convenient, travel costs are lower, private cars are not essential, and the actual use rate of cars is not high.
Cars as consumables have been recognized by more people, in addition to car purchase costs, depreciation, insurance, maintenance and maintenance, parking fees, illegal penalties, car inspection, but also worry about accidents, pros and cons;
Humble view: many industries today are implementing hollow consumption, just want to let consumers spend more money, constantly compressing, some industries have overdrawn the consumption power of the general public, the result is fast growth, decline is a cliff;
The epidemic has only made more people understand some things, hypocrisy, face should not be the reason to buy a car, cheap and good quality safety is the last word, just walk!