The difference in car sales in April is presumably known to everyone, but it is so bad that it returns to the level of 11 years ago (that is, April 2011), which many people must not expect. According to the latest sales data released by the Association of Passenger Vehicles, the retail sales volume of the national passenger car market in April was 1.042 million units, down 35.7% year-on-year and 34% from the previous month; in April, the national passenger car manufacturers wholesaled 946,000 units, down 43.2% year-on-year and 48.1% from the previous month.
When you first saw the more than 1 million sales, everyone should think that it was quite a lot, but when you compare it with the sales in April of previous years, you can fully find that this sales volume has fallen back to the level of 11 years ago (1.0127 million units sold in April 2011). Sales returned to 11 years ago, and this data is not bad, but miserable.
According to the industry, the reason why april sales were worse than this was only because of the epidemic, which led to the suspension of a large number of automobile-related industries, especially important "auto cities" such as Shanghai and Changchun, not only the initial production stagnation (bosch, ZF, Aptiv, Joyson Electronics and other more than 100 auto parts companies were suspended), but also the terminal sales stores had to be suspended. After the interaction between the two, the Chinese people can't buy a car if they want to, and sales naturally plummet.
But is this really the case? The president gave a few more sets of data for everyone to see. According to the latest issue of the "China Auto Dealers Inventory Early Warning Index Survey" released by the China Automobile Dealers Association, the inventory warning index of Chinese auto 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 is above the boom-bust line, which is the highest value since March 2020. In layman's terms, this data is the "inventory car" of the 4S store now, which is the most since March 2020.
And it should be noted that these "multi-vehicle" places not only have areas with serious epidemics, but even those southern areas (Guangdong, Guangxi, Fujian, etc.) and western regions (Sichuan, Shaanxi, Gansu, etc.) that have not been affected much, and the inventory is also higher than before (March).
The second set of data is those car brands with large discounts, in the case of the so-called "no car to sell", the discount has not been tightened, but continues to maintain the same discount, the more typical example is Buick Yinglang, there are still nearly 40,000 market discounts; Volkswagen Langyi, still maintain 25,000 discounts; as for the Japanese car with a firm price - Camry, there are now about 10,000 discounts.
In addition, various places have also tried to encourage everyone to buy a car, such as the purchase of designated new energy vehicles in Guangdong, you can get a subsidy of 8,000 yuan / vehicle; before March 29, Hefei city gave all those who buy new energy vehicles, on the basis of the existing electricity subsidies, and then give 1,000 yuan / one-time electricity subsidy policy; Shenzhen issued a "reward for the purchase of new energy vehicles 5,000 yuan" car purchase policy.
4S has a car, and also maintains similar discounts as before, various places are also encouraging everyone to buy a car, the result of these realities is that the Chinese people can actually buy a car, the decline in sales and can not buy a car has little to do with it.
Since you can buy a car, why are Chinese people reluctant to buy it? It is reasonable to say that when the epidemic is serious, it is obviously safer and more convenient to have your own means of transportation, but why don't you want to buy a car? In fact, for the car, the Chinese still want to buy, but the following reasons, so that everyone dare not buy a car.
The first is the uncertainty of income under the epidemic, before the epidemic, income may not be very stable, but to find a job that can sustain life, it is generally not so difficult. But after encountering the epidemic, not only the income has changed, it is difficult to find a job, especially when it comes to sealing, everyone can only sit and eat the mountain, at this time, not to mention buying a car, even buying vegetables, you have to choose to buy.
Although this epidemic control may not necessarily fall on their heads, after seeing those examples that have happened or are happening, the Chinese people are still worried about the uncertainty of income, and the desire and idea of buying a car are naturally faded.
Even if the income is uncertain, it is still necessary to buy, but when it is time to buy, the cost of buying and using a car is still rising. Among them, the rise in the cost of buying a car is mainly concentrated in new energy vehicles, affected by the rise in raw material prices, many new energy vehicles have just completed the subsidy decline and price increase, and immediately ushered in the rise in the price of raw materials, and in this wave of price increases, expensive thousands, you have to boast a generous word.
As for fuel vehicles, although they have not been seriously affected by the rise in raw material prices, the damage caused by the rise in oil prices is not small at all. The original six or seven dollars a liter of oil, now rose to eight or nine dollars a liter, equivalent to filling a tank of oil, that is, to pay an extra one or two hundred yuan. Looking at this oil price, people have issued the feeling of "92 full, full of debts, 95 full, ruined, 98 full, three generations of repayment".
It is true that there are many cars in the market that cannot be bought due to insufficient production capacity, such as BYD's DM-i series, but more, in fact, it is the combined effect of various unfavorable factors, which dampens the enthusiasm of Chinese people to buy cars. Finally, do you not want to buy a car, or do you not want to buy a car? Feel free to follow "Hop-up Agency" and leave a message in the comments section below to share your thoughts on buying a car now.