Recently, more than 30 car companies have come down, and nearly 100 models have begun to reduce prices to varying degrees.
At present, the discount time written by various car companies is basically until the end of March.
On the surface, the current pattern is that the slow-selling models of fuel vehicles are the most powerful. In fact, the impact of electric vehicles on fuel vehicles in the low-end market has almost reached the point of destruction.
The reason is simple, the same price, easy to get on the card, low maintenance costs, charging is cheaper than refueling.
The first thing to be conquered is the ride-hailing market, because the ride-hailing market is the most price-sensitive, so the ride-hailing market is the most obvious portrayal of the low-end car market.
With the establishment of a foothold in the low-end market, various new forces in car manufacturing have begun to exert their efforts in the mid-to-high-end market.
Just like the mobile phone back then, Xiaomi only dared to sell 1999 at the beginning, and now the flagship phone is also sold to 5000+.
Occupying the market will have more potential capital investment, money can develop better models, better models can occupy new markets, basically every new energy vehicle company's intention is the same.
However, this is only one aspect of the competition.
Another aspect is that the global auto market has been in decline, and after years of development, car ownership has reached a stable enough state in most parts of the world, and only emerging markets such as China and India have maintained growth momentum and have some potential.
However, our potential is in the low-end market, the mid-to-high-end market, basically will not be affected, because for the people who buy mid-to-high-end cars, life will only get better and better.
To put it bluntly, most people who buy low-end cars, a considerable number of people have the idea of subsidizing their families by opening online ride-hailing. Even if you are young, in addition to not pulling people when playing with your girlfriend, you usually go far away and pull a hitchhiker to spread the high-speed fee, which is the reality.
Even people with cars are not uncommon to choose public transportation when going to work, for example, in Guangzhou, if you want to drive to and from work, you must be people who do not need to clock in on time, and most of them are people with certain positions.
And for most people in basic positions, their own cars are prepared for rest days.
And a car that will only be used on rest days, the replacement rate will certainly not be as frequent as the car that is often driven.
This means that after this wave of price reduction to buy cars, on the one hand, the market potential is stimulated, and the market will look more prosperous for a certain period of time, but when the potential is exhausted, the car companies that remain at the card table will enjoy a smaller, but more stable market, and the car companies that insist on the last will inevitably face elimination, just like WM.
It is foreseeable that with the price reduction tide, market competition will further intensify, the car companies that have not sold well, are about to face greater problems, maybe some people will choose to take the initiative to leave after this wave of price reduction, but more likely to die quietly like WM.
On the one hand, the market is close to saturation, and even after the price reduction tide will decline slightly, on the other hand, fuel vehicles and new energy vehicles in the low-price market has reached the moment of bayonet, although many car companies have plans to fully transform new energy from 2030 to 2035, but now it is only 2023, and there are still 7 years to go before 2030. In the middle 7 years, you can't focus on R&D without selling cars, right?
"Cutting off people's money, such as killing parents", except for a small number of enterprises that originally planned to make a wave and run, most companies will fight for the last bullet before choosing to fall.
It's not because entrepreneurs have any ambitions, it's just because the enterprise is the foundation for entrepreneurs to live and die, you can not lose face, but you can't do without money.
New energy vehicles to take the position, fuel vehicles to maintain their market share, how long this cruel struggle will last I don't know, but I don't believe that it can be ended by the end of March.
I think that when more news of the bankruptcy of car companies appears, it is the end of this price reduction tide.
When the price reduction tide ends, the market share of each car company will change significantly.
At that stage, it is unknown whether the car companies that lost market share in the competition were acquired or went bankrupt directly.
When an industry starts to fall into competition, the entire market of money flows to the industry.
For example, everyone invested in various group buying platforms during the Thousand Regiments War, and it was the same when Didi Kuaidi War, which seems to be an internal involution of the industry, but in fact it will inevitably affect the entire market.
And automobiles are a huge market. In the ordinary world, cars are second only to house consumption.
The deposit owed by ofo and Mobike to users has not been refunded, I don't know, how much money did the shareholders of the hundred regiments war lose? The first two years of P2P, virtual currency, were ultimately paid for by an individual.
And the car market is turbulent, and in the end, it is also paid by car buyers.
For example, if you buy a car today, in a year or two, the car company is gone, and the maintenance cost of your car will become very high, which is the final payment. Not what it costs you to buy a car.
When large and small money has entered the field of new energy, it is invested in cars and batteries. Once the fuel vehicle cannot be quickly defeated in this competition, then the subsequent competition will always fall into the dilemma of too low profits.
It seems that it is the competition of the automotive industry, every penny, is provided by ordinary people, when the entire industry is in a bitter battle, whether the house that has been almost the end of the transaction volume can withstand the problem.
There is so much money in the market, everyone goes to build a house, there is no money to build chips, everyone goes to build cars, all kinds of new forces, is bound to attract a lot of investment, when the real estate company that originally owes a lot of debt, and encounters an era in which no one wants to take over, the car here is vigorously reducing prices, and the house over there may face a full line of rout.
Don't always stare at the house prices in first-tier cities, the houses under the Oriental Pearl will not fall, and the houses in Guangzhou Haizhu Square will not fall, but in addition to these traditional places, what are the second-hand homeowners who call for the protection of housing prices afraid of?
Whether man can overcome Omicron, we have already reached a conclusion.
Whether people can overcome the laws of the market economy is still witnessing.