Now there is an interesting phenomenon in the auto market, that is, the main engine factory said that because of the decline in production capacity due to parts and the epidemic, sales declined, while the inventory of dealers is constantly increasing, and consumers who buy cars have to wait a long time to mention the car, which is really a contradictory whole.
It may seem contradictory, but in fact it is a reality. The shortage of spare parts and the impact of the epidemic are indeed there, and the increase in dealer inventories is also a fact. According to the latest issue of the "China Automobile Dealers Inventory Alert Index" VIA (Vehicle Inventory Alert Index) released by the China Automobile Dealers Association, the inventory warning index of Chinese automobile dealers in April 2022 was 66.4%, up 10 percentage points year-on-year and 2.8 percentage points month-on-month, and the inventory warning index was above the boom-bust line.
However, we also found that the small partners around us are not saying that there is no existing car to buy a car, it takes a long time to mention the car, which is also an objective fact, of course, this is also limited to some popular hot models such as tank 300, BYD Qin PLUS DM-i, and some cars that are not sold well have become inventory cars, after all, many people's pockets are still affected by the epidemic.
This phenomenon is estimated to continue for a long time, and some weak car companies are likely to go on the road of Zotye and Brilliance under this wave of shocks, who do you think will be the first to fall?