After reading the sales targets of Chinese car companies in 2024, I sweat for second-hand car dealers!

Original article: Wang Meng (second-hand car Chubby said)

If memory serves, in the first three quarters of 2023, the total profits of the top 10 Chinese brand cars are not half of Toyota's, and they are not as good as South Korea's Hyundai Kia Motors, which is "losing and retreating".

However, this does not affect the "involution" and competition of Chinese automobiles and new energy vehicles.

Perhaps, "we are making great strides back today for the sake of making great strides forward tomorrow."

In 2023, how much will China's automobile production and sales be? 30 million units!

Among them, the export of 6 million, the world's first, cattle new energy vehicles overseas than domestic twice as expensive, proud?

Domestic production and sales of 24 million units, dealers and second-hand cars "zero kilometer" second-hand cars at the end of the month in the end of the month "inventory" how much?

According to the China Automobile Dealers Association and related data, in 2023, China's second-hand car sales will be about 18 million, 60 days of inventory, about 6 rounds of turnover per year, plus transportation on the way, China's daily second-hand car inventory will be 4 million + units

The inventory in the hands of new car dealers and the second-level, various channels, only a little more!

Involution, a word that Chinese have taken to the extreme, from the Internet to all industries, the automotive field has reached a new peak in 2023, and it is constantly "refreshing" cognition.

Look at the new car release in December last year-1month,Huawei asked the worldM9,I don't say it's far ahead,And it's also with the three cars"Don't break";Extreme Krypton007,Price and configuration,Impact TeslaModel 3;Geely Galaxy E8 these days,Look at the data and price on paper,Don't be cowardly!

By the way, in 2024, there will be no price for Xiaomi's "Porsche", and all kinds of marketing will be full of appetite anyway, and the ideals will be nervous and uncomfortable.

If 2023 is the beginning of the "big price cut" of Chinese cars, then 2024 will be the charge of the big price reduction of Chinese cars!

Now you go to a lot of highly competitive traditional car companies 4S stores to buy new cars, there is no minimum, only lower, between brands, different groups of the same brand, new and old cars, fuel and new energy, the volume is dark, the volume is irregular!

In 2023, more than 90% of China's second-hand car operators will lose money on paper, and it is actually estimated that more than 95% will lose money.

Tesla's price cut at the beginning of 2023, the Citroen C5 incident in March, and then the endless large-scale, irregular, large-scale, cross-chaotic price war began!

New cars are calculated on a 7-day weekly, price reduction adjustments, used car inventory is 60-day average, a used car sales cycle, and the impact of more than 8 rounds of new car price reductions!

What a turn, it's your turn!

Used cars, it, can it not lose money?

The price reduction of new cars may have factory subsidies, there is the original accumulation before, there are after-sales and derivative blood supplements, and those who do second-hand cars, who gave you these?

Rent, capital, labor, marketing, which cost is not more and more expensive?

After looking at the goals of Chinese auto companies in 2024, I have to say "how bold people are, how productive the land is", the goal is set high, what to do if it can't be completed?

Price reduction (squeezing partners), price reduction (cutting corners), price reduction (laying off staff and slimming), price reduction (driving down profits)......

There is a fight between the new cars, the eldest and the second are fighting, and the unlucky one is the third one who will be with others after the ......

In the past few days, there have always been second-hand car friends asking me, Brother Meng, your "god operator" often "talks nonsense" is quite accurate, in 2024, the price of this new car has come to an end, is it a good time for second-hand cars to come back?

非也,非也!

In 2021, during the epidemic, new cars and second-hand cars "returned to the light" were actually okay, and several real veterans of the industry came from the front line, not sitting in the office, chatting, I said a word at that time, I don't know if everyone agrees, anyway, it's getting closer and closer!

Sooner or later, China's automobiles, like home appliances and mobile phones, will become the world's most produced, most competitive, cheapest, and largest global unified market from the inside out.

In 2024, I think that we still need to study and observe the typical products of "benchmark" enterprises in the price of Chinese automobiles, whether they are independent brands or joint venture brands that have been squeezed into the corner.

The United States, Japan (partially), South Korea, France automobiles, basically international and China "decouple", most of them do not want to "involution" competition in China's domestic demand for automobiles, so people make money overseas, spend overseas, invest in China cautiously, go, shrink, cowardice, let you new energy, intelligent, volume, when the time comes, either choose a side, or support the "puppet".

German and Japanese (partial) cars in China have "heavy positions" and have to be involved in competition and games with their own brands, and "defend themselves" and start the offensive of "supporting cooperation", so we see the electric cooperation between Volkswagen and the XX brand, and see the BZ3X of Toyota and BYD......

Chinese brand cars, the so-called "corner overtaking" is actually not exact, from top to bottom "changing the track" of the "Sun Tzu Art of War" is actually easy to understand, or the instructor theory!

You fight yours, I fight mine, and the strategy of changing homes is not impossible! This is the point that the foreign car brands behind the scenes of the Western Ansa and the Jewish consortium are confused and frightened.

Wei Xiaoli, the former new Internet force, is actually quite good, after all, in 2023, there will be almost a lot of PPT cars that are all chicken feathers, and the most terrible thing is that BYD, Chery, Great Wall, Geely, these traditional car-making companies really come to a good end, if you can change the inferiority of "cutting corners", and the mutual black involution between Chinese brands, it may be better to make products like Huawei.

Having said all this, in 2024 or beyond, what level will China's car prices reach that we will "not move", and the prices of used cars will be stable?

Let me tell you, you listen, a representative sample of the model, not necessarily right, only represents a personal point of view!

1. Toyota Camry, 2.5 displacement hybrid configuration, 22,000 US dollars abroad, equivalent to about 155,000 yuan, and then consider factors such as China's production costs, when the entry level of 2.0 configuration is more than 110,000 yuan, basically all fuel vehicles at this level, hybrid power will not move!

2. Mercedes-Benz E series, BBA, this car is definitely a standard benchmark for the row, and the low-profile entry is within 300,000, which is about the same, and the synchronous price of the fuel version is even cheaper, unless Beijing Benz you use too much material!

3、Huawei asks the worldM9,The figure and configuration are not worse than the 1 million joint venture,Intelligence and technology are more awesome,The entry level is in the early 30s,More than Highlander incense,Top X3 and the like,With GLE configuration,That's basically not moving,At that time, there was no need for Jaguar F-PACAE to be five folds,Go directly!

4. Buick GL8, all kinds of domestic MPVs have killed the Buick GL8 that has been the top MPV of "comfortable for 20 years", and the Honda Odyssey and Toyota Senna have been affected by the way, this car, entry-level, hybrid, won within 200,000, then basically, the dust has settled!

5, Tesla Model3, China's sales volume did not meet expectations, Musk is ruthless, the profit is still so high, within 170,000 direct entry level, and then a Model 2, battery life 450, intelligent, the direct price is more than 120,000, and the Corolla and Civic are kicked to more than 90,000, don't say it's impossible, look at how much Mazda3 Ankesaila sells for now!

6. High-end cars, Ferrari, Rolls-Royce and the like, do not sell products, and no one wants them at a cheap price, but 70-1 million toy cars like Lotus definitely have price space, and the overall decline is 20% to start, not to mention impossible, Porsche in China, 2023 will be very sliding!

Don't say it's impossible, it's really possible, don't believe it, let's see, only lower, no minimum!

Second-hand car bosses, people who want to do this industry, or have to do this industry, the new car price war in 2024 will be more tragic, 800,000 second-hand car peers, calm down, don't be impulsive, adjust yourself, strengthen management, pay attention to details, improve efficiency, don't blindly expand, don't eat alone!

In 2024, I'm really sweating for you!

After reading this, it is estimated that many second-hand car owners have a bad New Year, sorry, sorry!

I'm the kid in "The Emperor's New Clothes" who said you have a bare ass, it's naughty!!

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